Civic Intelligence

Utah Association of Mortgage Broker

EIN 82-0568456 • 501(c)6 • Sandy, UT

Profile

influence legislation through lobbying

PO Box 708010Sandy, UT 84070

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-6.4%

Faster asset growth than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$147,105

Down $10,114 (-6.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$147,105

Down $10,114 (-6.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$21,539

Down $7,270 (-25%) from 2023

Expenses

Down

$31,653

Down $2,679 (-7.8%) from 2023

Net Income

Down

-$10,114

Down $4,591 (-83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $7,765Liabilities 2011: $0Net Assets 2011: $7,7652011Assets 2012: $13,087Liabilities 2012: $0Net Assets 2012: $13,0872012Assets 2013: $10,315Liabilities 2013: $0Net Assets 2013: $10,3152013Assets 2014: $25,289Liabilities 2014: $0Net Assets 2014: $25,2892014Assets 2016: $31,133Liabilities 2016: $420Net Assets 2016: $30,7132016Assets 2017: $16,928Liabilities 2017: $420Net Assets 2017: $16,5082017Assets 2018: $35,932Liabilities 2018: $420Net Assets 2018: $35,5122018Assets 2019: $55,291Net Assets 2019: $55,2912019Assets 2020: $51,715Net Assets 2020: $51,7152020Assets 2022: $162,743Net Assets 2022: $162,7432022Assets 2023: $157,219Net Assets 2023: $157,2192023Assets 2024: $147,105Net Assets 2024: $147,1052024

Highlighted filing

2024

Assets$147,105
Liabilities-
Net Assets$147,105
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $40,422Expenses 2011: $41,334Net Income 2011: -$9122011Revenue 2012: $33,247Expenses 2012: $27,925Net Income 2012: $5,3222012Revenue 2013: $27,469Expenses 2013: $30,241Net Income 2013: -$2,7722013Revenue 2014: $45,201Expenses 2014: $30,227Net Income 2014: $14,9742014Revenue 2016: $43,840Expenses 2016: $36,797Net Income 2016: $7,0432016Revenue 2017: $23,444Expenses 2017: $37,649Net Income 2017: -$14,2052017Revenue 2018: $52,751Expenses 2018: $33,747Net Income 2018: $19,0042018Revenue 2019: $55,367Expenses 2019: $35,588Net Income 2019: $19,7792019Revenue 2020: $6,638Expenses 2020: $10,214Net Income 2020: -$3,5762020Revenue 2022: $75,195Expenses 2022: $28,896Net Income 2022: $46,2992022Revenue 2023: $28,809Expenses 2023: $34,332Net Income 2023: -$5,5232023Revenue 2024: $21,539Expenses 2024: $31,653Net Income 2024: -$10,1142024

Highlighted filing

2024

Revenue$21,539
Expenses$31,653
Net Income-$10,114
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,105
Liabilities
-
Net assets
$147,105
Revenue
$21,539
Expenses
$31,653
Net income
-$10,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.22$0.32$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.57$0.29$0.34$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.63$0.75$0.29$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.07$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.55$0.36$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.53$0.34$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.23$0.38$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.44$0.37$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.45$0.30$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.27$0.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.33$0.28$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.40$0.41$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$22,531
Mission and Program Overview

Mission

Influence legislation through lobbying

Program Services

DescriptionGrantsExpenses
PERFORMED LOBBYING FUNCTIONS TO INFLUENCE LEGISLATION REGARDING THE MORTGAGE INDUSTRY.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY BLACKPresident-$0--
Steve SwaseyBoard Member-$0--
KENNY DEANBoard Member-$0--
JASON GAUTREAUTreasurer-$0--
CHRIS BUCKWAYBoard Member-$0--
LAUREN PATTERSONBoard Member-$0--
CHRISTOPHER DRISCOLLPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Utah Association of Mortgage
EIN
82-0568456
Phone
8015807803
Address
PO BOX 708010, SANDY, UT 84070

Signing Officer

Name
Chris Buckway
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Kent M Christensen CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2929”

Other Expenses.1002

“Office Expenses $1748”

Other Expenses.1005

“Travel $8726”

Other Expenses.1012

“Insurance $652”

Other Expenses.1

“MEALS $6511”

Other Expenses.2

“Dues and Subscription $3967”

Other Expenses.3

“GIFTS $1533”

Other Expenses.4

“Continuing Education $1504”

Other Expenses.5

“MERCHANT FEES $779”

Other Expenses.7

“Bank Service Charges $4”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON GAUTREAU
IRS990EZ/BooksInCareOfDetail/PhoneNum08015807803
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06589 S 1300 E STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0157219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147105
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10114
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02028
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0157219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147105
IRS990EZ/FundraisingGrossIncomeAmt04680
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0400
IRS990EZ/GrossReceiptsAmt022531
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017851
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0157219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147105
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0157219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147105
IRS990EZ/OccupancyRentUtltsAndMaintAmt0450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRITTANY BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Swasey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENNY DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON GAUTREAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS BUCKWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAUREN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028353
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INFLUENCE LEGISLATION THROUGH LOBBYING
IRS990EZ/PrintingPublicationsPostageAmt0422
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERFORMED LOBBYING FUNCTIONS TO INFLUENCE LEGISLATION REGARDING THE MORTGAGE INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0992
IRS990EZ/SpecialEventsNetIncomeLossAmt03688
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031653
IRS990EZ/TotalRevenueAmt021539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $8726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS $6511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and Subscription $3967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFTS $1533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Continuing Education $1504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERCHANT FEES $779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Service Charges $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS BUCKWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH ASSOCIATION OF MORTGAGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0820568456
ReturnHeader/Filer/PhoneNum08015807803
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 708010
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kent M Christensen CPA
ReturnHeader/ReturnTs02025-05-14T14:50:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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