Civic Intelligence

Utah Nurses Association

990EZ • Fiscal year 2016 • EIN 87-0189030

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 05, 2017

4505 Wasatch Blvd Room 330BSalt Lake CityAf

(801) 272-4510

Siviq Scores

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

Liabilities / Assets

58th percentile

0.02x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.05x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

33%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$251,990

Up $50,201 (+25%) from 2015

Net Assets

$247,348

No earlier filing loaded for comparison.

Liabilities

Up

$4,642

Up $4,642 from 2015

Revenue

Up

$100,881

Up $30,731 (+44%) from 2015

Expenses

Down

$67,720

Down $12 (-0.0%) from 2015

Net Income

Up

$33,161

Up $30,743 (+1271%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $142,238Liabilities 2011: $1,725Net Assets 2011: $140,5132011Assets 2012: $177,194Liabilities 2012: $1,217Net Assets 2012: $175,9772012Assets 2013: $178,840Liabilities 2013: $2,545Net Assets 2013: $176,2952013Assets 2014: $197,143Liabilities 2014: $1,252Net Assets 2014: $195,8912014Assets 2015: $201,789Liabilities 2015: $02015Assets 2016: $251,990Liabilities 2016: $4,642Net Assets 2016: $247,3482016Assets 2017: $260,908Liabilities 2017: $19,341Net Assets 2017: $241,5672017Assets 2018: $203,085Net Assets 2018: $203,0852018Assets 2019: $190,860Net Assets 2019: $190,8602019Assets 2020: $196,966Liabilities 2020: $5,843Net Assets 2020: $191,1232020Assets 2022: $178,860Liabilities 2022: $562Net Assets 2022: $178,2982022Assets 2023: $192,537Liabilities 2023: $2,0622023

Highlighted filing

2016

Assets$251,990
Liabilities$4,642
Net Assets$247,348

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,929Expenses 2011: $59,312Net Income 2011: $19,6172011Revenue 2012: $95,110Expenses 2012: $59,646Net Income 2012: $35,4642012Revenue 2013: $68,031Expenses 2013: $67,713Net Income 2013: $3182013Revenue 2014: $121,545Expenses 2014: $101,949Net Income 2014: $19,5962014Revenue 2015: $70,150Expenses 2015: $67,732Net Income 2015: $2,4182015Revenue 2016: $100,881Expenses 2016: $67,720Net Income 2016: $33,1612016Revenue 2017: $78,444Expenses 2017: $98,858Net Income 2017: -$20,4142017Revenue 2018: $70,434Expenses 2018: $82,947Net Income 2018: -$12,5132018Revenue 2019: $72,176Expenses 2019: $94,236Net Income 2019: -$22,0602019Revenue 2020: $71,212Expenses 2020: $76,035Net Income 2020: -$4,8232020Revenue 2022: $79,412Expenses 2022: $81,768Net Income 2022: -$2,3562022Revenue 2023: $91,836Expenses 2023: $84,696Net Income 2023: $7,1402023

Highlighted filing

2016

Revenue$100,881
Expenses$67,720
Net Income$33,161
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 5, 2017
Return Version
2016v3.0
Gross Receipts
$100,881
Mission and Program Overview

Mission

See Schedule O, Statement 1

Program Services

DescriptionGrantsExpenses
The mission of the UNA is to advocate, educate and be a voice for all nurses in Utah--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aimee McLeanPresident-$0--
Donna Schweitzer1st VP-$0--
Claire Schupbach2nd VP-$0--
Tracy ShafferTreasurer-$0--
Heather LoweSecretary-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Utah Nurses Association
EIN
87-0189030
Phone
8012724510
Address
AF

Signing Officer

Name
Aimee McLean
Title
President
Signed
2017-11-05
Discuss with paid preparer
No

Preparer

Firm
Cottonwood Asset Management
Address
2915 E Jennie Lane, Holladay, UT 84117
Preparer
David E Kaplan
Phone
8015201353
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 449

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 416

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 2,721

Form 990-EZ, Part I, Line 16, Other Expenses

Equipment rental and maintenance 183

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 766

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 802

Form 990-EZ, Part I, Line 16, Other Expenses

Depreciation 61

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Charges 1,584

Form 990-EZ, Part I, Line 16, Other Expenses

Continuing Education Expenses 11,498

Form 990-EZ, Part I, Line 16, Other Expenses

Lobbyist contract 4,000

Form 990-EZ, Part I, Line 16, Other Expenses

Business License 1,054

Form 990-EZ, Part I, Line 16, Other Expenses

Honorariums 306

Form 990-EZ, Part I, Line 16, Other Expenses

Printing 1,342

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 2,049

Form 990-EZ, Part I, Line 16, Other Expenses

Contract Labor 3,600

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 6,650

Form 990-EZ, Part I, Line 16, Other Expenses

Website costs 3,675

Form 990-EZ, Part I, Line 20, Net Assets

Unrealized gain in investment portfolio 7,767

Form 990-EZ, Part I, Line 20, Net Assets

Reconciling adjustment from prior periods 4,631

Form 990-EZ, Part II, Line 24, Other Assets

Furniture and Equipment net of depreciation Beginning of year 862, End of year 801

Form 990-EZ, Part II, Line 24, Other Assets

Due from ANA Beginning of year 12,166, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Due to ANA Beginning of year 0, End of year 4,642

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Aimee McLean
CompensationExplanation/CompensationExplanationGrp/PersonNm1Donna Schweitzer
CompensationExplanation/CompensationExplanationGrp/PersonNm2Claire Schupbach
CompensationExplanation/CompensationExplanationGrp/PersonNm3Tracy Shaffer
CompensationExplanation/CompensationExplanationGrp/PersonNm4Heather Lowe
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0volunteer position
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1volunteer position
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2volunteer position
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3volunteer position
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4volunteer position
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Aimee McLean
IRS990EZ/BooksInCareOfDetail/PhoneNum08012724510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04505 S Wasatch Blvd Ste 330B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SLC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0188761
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0251189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033161
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201789
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0251990
IRS990EZ/GrossReceiptsAmt0100881
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02148
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046987
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0247348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0247348
IRS990EZ/OccupancyRentUtltsAndMaintAmt09604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Aimee McLean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Schweitzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Claire Schupbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Shaffer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Lowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013028
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0801
IRS990EZ/OtherChangesInNetAssetsAmt012398
IRS990EZ/OtherExpensesTotalAmt041156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O, Statement 1
IRS990EZ/PrintingPublicationsPostageAmt01116
IRS990EZ/ProgramServiceRevenueAmt051746
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission of the UNA is to advocate, educate and be a voice for all nurses in Utah
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015844
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04642
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067720
IRS990EZ/TotalRevenueAmt0100881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.utahnursesassociation.com
IRS990ScheduleC/AggregateReportedDuesNtcAmt04000
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt046987
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 2,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Equipment rental and maintenance 183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone 802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges 1,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Continuing Education Expenses 11,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Lobbyist contract 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Business License 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Honorariums 306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Printing 1,342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Insurance 2,049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Contract Labor 3,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Advertising 6,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Website costs 3,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Unrealized gain in investment portfolio 7,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Reconciling adjustment from prior periods 4,631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Furniture and Equipment net of depreciation Beginning of year 862, End of year 801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Due from ANA Beginning of year 12,166, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Due to ANA Beginning of year 0, End of year 4,642
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Aimee McLean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Utah Nurses Association
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870189030
ReturnHeader/Filer/ForeignAddress/AddressLine1Txt04505 Wasatch Blvd Room 330B
ReturnHeader/Filer/ForeignAddress/CityNm0Salt Lake City
ReturnHeader/Filer/ForeignAddress/CountryCd0AF
ReturnHeader/Filer/PhoneNum08012724510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E676640549941D767AD19044DB153D1FB9F2DA1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E676640549941D767AD19044DB153D1FB9F2DA1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.91.53
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:06:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cottonwood Asset Management
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02915 E Jennie Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holladay
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084117
ReturnHeader/PreparerPersonGrp/PhoneNum08015201353
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David E Kaplan
ReturnHeader/ReturnTs02017-11-09T10:44:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings