Civic Intelligence

Utah Education Association

990 • Fiscal year 2020 • EIN 87-0187145

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

Organization ProfileWWW.MYUEA.ORG

View Organization Page

875 East 5180 SouthMurray, UT 84107

(801) 266-4461

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.35x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.49x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$204,399

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

25%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$6,580,181

Up $667,994 (+11%) from 2019

Net Assets

Up

$4,304,962

Up $763,853 (+22%) from 2019

Liabilities

Down

$2,275,219

Down $95,859 (-4.0%) from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin77th percentile

Revenue

Up

$4,597,644

Up $922,465 (+25%) from 2019

Expenses

Up

$3,820,047

Up $91,356 (+2.5%) from 2019

Net Income

Up

$777,597

Up $831,109 (+1553%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,845,239Liabilities 2011: $1,320,344Net Assets 2011: $4,524,8952011Assets 2012: $6,097,789Liabilities 2012: $1,362,952Net Assets 2012: $4,734,8372012Assets 2013: $6,072,935Liabilities 2013: $1,510,047Net Assets 2013: $4,562,8882013Assets 2014: $6,258,669Liabilities 2014: $1,659,695Net Assets 2014: $4,598,9742014Assets 2015: $6,095,272Liabilities 2015: $1,895,705Net Assets 2015: $4,199,5672015Assets 2017: $5,911,698Liabilities 2017: $2,043,583Net Assets 2017: $3,868,1152017Assets 2018: $5,658,593Liabilities 2018: $2,081,417Net Assets 2018: $3,577,1762018Assets 2019: $5,912,187Liabilities 2019: $2,371,078Net Assets 2019: $3,541,1092019Assets 2020: $6,580,181Liabilities 2020: $2,275,219Net Assets 2020: $4,304,9622020Assets 2021: $7,296,139Liabilities 2021: $2,159,836Net Assets 2021: $5,136,3032021Assets 2022: $6,791,309Liabilities 2022: $2,276,225Net Assets 2022: $4,515,0842022Assets 2023: $8,356,223Liabilities 2023: $3,278,038Net Assets 2023: $5,078,1852023Assets 2024: $15,361,052Liabilities 2024: $7,989,335Net Assets 2024: $7,371,7172024

Highlighted filing

2020

Assets$6,580,181
Liabilities$2,275,219
Net Assets$4,304,962
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,534,321Expenses 2011: $3,350,048Net Income 2011: $184,2732011Revenue 2012: $3,654,862Expenses 2012: $3,444,920Net Income 2012: $209,9422012Revenue 2013: $3,252,998Expenses 2013: $3,413,801Net Income 2013: -$160,8032013Revenue 2014: $3,800,920Expenses 2014: $3,764,834Net Income 2014: $36,0862014Revenue 2015: $3,267,127Expenses 2015: $3,835,097Net Income 2015: -$567,9702015Revenue 2017: $3,536,596Expenses 2017: $3,701,808Net Income 2017: -$165,2122017Revenue 2018: $3,669,910Expenses 2018: $3,819,334Net Income 2018: -$149,4242018Revenue 2019: $3,675,179Expenses 2019: $3,728,691Net Income 2019: -$53,5122019Revenue 2020: $4,597,644Expenses 2020: $3,820,047Net Income 2020: $777,5972020Revenue 2021: $4,327,639Expenses 2021: $4,099,907Net Income 2021: $227,7322021Revenue 2022: $4,538,276Expenses 2022: $4,258,920Net Income 2022: $279,3562022Revenue 2023: $4,605,924Expenses 2023: $4,716,805Net Income 2023: -$110,8812023Revenue 2024: $6,614,437Expenses 2024: $5,245,409Net Income 2024: $1,369,0282024

Highlighted filing

2020

Revenue$4,597,644
Expenses$3,820,047
Net Income$777,597
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.0
Gross Receipts
$5,061,661
Mission and Program Overview

Mission

The utah education association's mission is to advance the cause of public education in partnership with others: strengthen the teaching profession, promote quality schools for utah's children, and advocate the well-being of members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,716,556$4,765,717▲ $49,161
Cash and Non-Interest-Bearing Accounts$623,807$465,622▼ $158,185
Land, Buildings, and Equipment, Net$123,560$435,583▲ $312,023
Savings and Temporary Cash Investments$127,670$402,585▲ $274,915
Accounts Receivable$188,244$390,471▲ $202,227
Prepaid Expenses and Deferred Charges$19,749$7,602▼ $12,147
Total Assets$5,912,187$6,580,181▲ $667,994
Other Assets Total$112,601$112,601→ $0
Liabilities
Other Liabilities$1,866,855$1,895,881▲ $29,026
Accounts Payable and Accrued Expenses$499,804$374,919▼ $124,885
Deferred Revenue$4,419$4,419→ $0
Total Liabilities$2,371,078$2,275,219▼ $95,859
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,113,302$3,551,366▲ $438,064
Net Assets With Donor Restrictions$427,807$753,596▲ $325,789
Total Net Assets Fund Balance$3,541,109$4,304,962▲ $763,853
Total Liabilities and Net Assets / Fund Balance$5,912,187$6,580,181▲ $667,994

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$307,521$667,114$974,635
Equipment$83,691$275,125$358,816
Other Land Buildings-$225,323$225,323
Land$44,371-$44,371
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bradley BartelsEmployeeFT$135,437$68,962$204,399
Tracey WatsonEmployeeFT$124,104$37,907$162,011
Heidi MatthewsPresidentFT$111,740$47,338$159,078
Jay BlainEmployeeFT$104,334$53,203$157,537
Michael KelleyEmployeeFT$105,265$45,385$150,650
Stephen ChadwickEmployeeFT$105,065$44,856$149,921

Board Members and Trustees

NameTitle
Amy BartonDirector
Brandon EnglesDirector
Christy GiblonDirector
Denise LakeDirector
Jeanie PapiernikDirector
Kallyn GrenDirector
Katherine SmithDirector
Kody ClydeDirector
Lara SladeDirector
Marjean WaymentDirector
Michael HarmanDirector
Michele JonesDirector
Mindy LaytonDirector
Rod HurdDirector
Renee PinkneyVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Strindberg And ScholnickLegal Counsel650 E 2100 S SUITE 350, Salt Lake City, UT 84106$122,757
Revenue and Support

Revenue Composition

Contributions and Grants
$1,054,564
Program Service Revenue
$3,221,889
Investment Income
$313,091
Other Revenue
$8,100
All Other Contributions
$1,054,564
Change in Net Assets
$777,597

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,578,400
Revenue Not Reported on Financial Statements
$19,244
Revenue Not Reported on Form 990
$-13,744
Total Revenue per Audited Statements
$4,564,656
Total Revenue per Form 990
$4,597,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,827,351
Other Expenses$992,696
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,605,132
Pension Plan Contributions---$487,041
Other Employee Benefits---$416,330
Current Officers, Directors, Trustees, and Key Employees---$179,661
Fees for Services Legal---$154,418
Payroll Taxes---$139,187
Information Technology---$86,994
Travel---$86,216
Occupancy---$77,662
Other Expenses---$56,398
Conferences and Meetings---$45,464
Office Expenses---$40,620
Fees for Services Accounting---$28,656
Fees for Service Investment Mgmnt Fees---$19,244
Insurance---$12,510
All Other Expenses---$9,961
Depreciation Depletion---$2,520
Total Functional Expenses$0$0$0$3,820,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,820,047
Expenses per Audited Statements$3,800,803
Total Expenses per Audited Statements$3,800,803
Expenses Not Reported on Financial Statements$19,244
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Postretirement Benefit Cost$1,702,828
Other Long-term Liabilities$193,053
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Membership is open to any person employed as a professional educator or employed by an educational institution who: a. Is a member of the local education association if there is one to which the person is eligible; b. Is a member of the national education association; c. Pays the dues and other fees required by the house of delegates; and d. Subscribes to the goals and objectives of the association and abides by its constitution and bylaws.”

Form 990, Page 6, Part VI, Line 7A

“Active members have the right to vote for members of the governing body and to hold office in the association.”

Form 990, Page 6, Part VI, Line 11B

“The tax return is reviewed by the finance manager, executive director, and the president.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is enforced by having the staff sign a written statement every year during open enrollment.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Utah Education Association
EIN
87-0187145
Phone
8012664461
Address
875 EAST 5180 SOUTH, MURRAY, UT 84107

Signing Officer

Name
Heidi Matthews
Title
President
Phone
8012664461
Signed
2021-07-13

Organization Details

Principal Officer
Heidi Matthews
Voting Board Members
16
Independent Board Members
15
Employees
28
Volunteers
20

Preparer

Firm
Larson & Company Pc
Address
11240 S RIVER HEIGHTS DR SUITE 300, SOUTH JORDAN, UT 84095-5123
Preparer
Richard Scoresby CPA
Phone
8013131900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The utah education association's mission is to advance the cause of public education in partnership with others: strengthen the teaching profession, promote quality schools for utah's children, and advocate the well-being of members.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The association follows the guidance of accounting standards codification (asc) 740, accounting for income taxes, related to uncertainties in income taxes, which prescribes a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. There are no such uncertain tax positions for the association for the years ended august 31, 2020 and 2019. The association's federal information returns for 2017 through 2019 are open tax years subject to examinations by the internal revenue service, generally for three years after they are filed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAINTIES IN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ASSOCIATION FOR THE YEARS ENDED AUGUST 31, 2020 AND 2019. THE ASSOCIATION'S FEDERAL INFORMATION RETURNS FOR 2017 THROUGH 2019 ARE OPEN TAX YEARS SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,580,181
Liabilities
$2,275,219
Net assets
$4,304,962
Revenue
$4,597,644
Expenses
$3,820,047
Net income
$777,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$7.99$7.37$6.61$5.25$1.37
2023Detailed filing. Detailed filing data is available for this year.$8.36$3.28$5.08$4.61$4.72$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.79$2.28$4.52$4.54$4.26$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.30$2.16$5.14$4.33$4.10$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.58$2.28$4.30$4.60$3.82$0.78
2019Summary only. Only limited summary data is available for this year.$5.91$2.37$3.54$3.68$3.73$0.05
2018Summary only. Only limited summary data is available for this year.$5.66$2.08$3.58$3.67$3.82$0.15
2017Summary only. Only limited summary data is available for this year.$5.91$2.04$3.87$3.54$3.70$0.17
2015Summary only. Only limited summary data is available for this year.$6.10$1.90$4.20$3.27$3.84$0.57
2014Summary only. Only limited summary data is available for this year.$6.26$1.66$4.60$3.80$3.76$0.04
2013Summary only. Only limited summary data is available for this year.$6.07$1.51$4.56$3.25$3.41$0.16
2012Summary only. Only limited summary data is available for this year.$6.10$1.36$4.73$3.65$3.44$0.21
2011Summary only. Only limited summary data is available for this year.$5.85$1.32$4.52$3.53$3.35$0.18