Civic Intelligence

Utah Nurses Association

990EZ • Fiscal year 2017 • EIN 87-0189030

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 24, 2018

Organization Profilewww.utahnursesassociation.com
4505 Wasatch Blvd Room 330BSalt Lake City, UT 84124

(801) 272-4510

Siviq Scores

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

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.5%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$260,908

Up $8,918 (+3.5%) from 2016

Net Assets

Down

$241,567

Down $5,781 (-2.3%) from 2016

Liabilities

Up

$19,341

Up $14,699 (+317%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin10th percentile

Revenue

Down

$78,444

Down $22,437 (-22%) from 2016

Expenses

Up

$98,858

Up $31,138 (+46%) from 2016

Net Income

Down

-$20,414

Down $53,575 (-162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2017

Assets$260,908
Liabilities$19,341
Net Assets$241,567
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

2017

Revenue$78,444
Expenses$98,858
Net Income-$20,414
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 24, 2018
Return Version
2017v2.3
Gross Receipts
$78,444
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
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aimee McLeanPresident-$0--
Donna Schweitzer1st VP-$0--
Claire Schupbach2nd VP-$0--
Tracy ShafferTreasurer-$0--
Heather LoweSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Utah Nurses Association
EIN
87-0189030
Phone
8012724510
Address
4505 Wasatch Blvd Room 330B, Salt Lake City, UT 84124

Signing Officer

Name
Aimee McLean
Title
President of Board
Signed
2018-08-24
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

“Conferences, conventions, and meetings 39,845”

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

“Depreciation 44”

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

“Bank Charges 1,058”

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

“Lobbyist contract 5,000”

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

“Insurance 2,093”

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

“Contract Labor 4,934”

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

“Advertising 6,435”

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

“Website costs 7,923”

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

“Payroll Taxes 1,107”

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

“Public Relations 1,965”

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

“Unrealized gain on investment and an adjustment of ANA liability 21,878”

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

“Furniture and Equipment net of depreciation Beginning of year 801, End of year 713”

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

“Due to ANA Beginning of year 11,887, End of year 19,341”

Raw XML Appendix147 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/BOYAmt0251189
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0260195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20414
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02800
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0251990
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0260908
IRS990EZ/GrossReceiptsAmt078444
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03407
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0240103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0241567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0240103
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0241567
IRS990EZ/OccupancyRentUtltsAndMaintAmt011681
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/BOYAmt0801
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0713
IRS990EZ/OtherChangesInNetAssetsAmt021878
IRS990EZ/OtherExpensesTotalAmt070404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O, Statement 1
IRS990EZ/ProgramServiceRevenueAmt075037
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/SalariesOtherCompEmplBnftAmt013973
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011887
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019341
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098858
IRS990EZ/TotalRevenueAmt078444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.utahnursesassociation.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 39,845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 1,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Lobbyist contract 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 2,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contract Labor 4,934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising 6,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website costs 7,923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Taxes 1,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Public Relations 1,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Unrealized gain on investment and an adjustment of ANA liability 21,878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Equipment net of depreciation Beginning of year 801, End of year 713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Due to ANA Beginning of year 11,887, End of year 19,341
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Aimee McLean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President of Board
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Utah Nurses Association
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870189030
ReturnHeader/Filer/PhoneNum08012724510
ReturnHeader/Filer/USAddress/AddressLine1Txt04505 Wasatch Blvd Room 330B
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03EDA9DC32313E77C51881FBAC3A70300546011AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03EDA9DC32313E77C51881FBAC3A70300546011AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.91.53
ReturnHeader/FilingSecurityInformation/IPDt02018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:58:32
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/PreparationDt02018-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David E Kaplan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-24T10:27:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,908
Liabilities
$19,341
Net assets
$241,567
Revenue
$78,444
Expenses
$98,858
Net income
-$20,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.93$0.02$0.92$0.85$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.78$0.79$0.82$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.06$1.91$0.71$0.76$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.91$0.72$0.94$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$2.03$0.70$0.83$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.61$0.19$2.42$0.78$0.99$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.05$2.47$1.01$0.68$0.33
2015Summary only. Only limited summary data is available for this year.$2.02$0.00$0.70$0.68$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$1.22$1.02$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$0.68$0.68$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.01$1.76$0.95$0.60$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.02$1.41$0.79$0.59$0.20