Civic Intelligence

Utah Association of Financial Services

EIN 87-0228572 • 501(c)6 • Salt Lake City, UT

Profile

Preserve the Industrial Bank charter and ecnourage the continued development of the Industrial Bank industry while returning substantial benefits to the State of Utah, including job creation, tax revenue and community reinvestment activities.

Refreshing map…

445 East 200 South STE 200Salt Lake City, UT 84111

uafs.net

Siviq Scores

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

Liabilities / Assets

70th percentile

0.19x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.22x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

65th percentile

9.5%

Higher net margin than 65% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

88th percentile

30%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.2%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$702,377

Up $162,704 (+30%) from 2023

Liabilities

Up

$133,375

Up $106,075 (+389%) from 2023

Net Assets

Up

$569,002

Up $56,629 (+11%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin65th percentile

Revenue

Up

$593,910

Up $1,442 (+0.2%) from 2023

Expenses

Up

$537,281

Up $52,829 (+11%) from 2023

Net Income

Down

$56,629

Down $51,387 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$800K$600K$400K$200K$0Assets 2011: $113,797Liabilities 2011: $196Net Assets 2011: $113,6012011Assets 2012: $123,380Liabilities 2012: $0Net Assets 2012: $123,3802012Assets 2013: $119,589Liabilities 2013: $0Net Assets 2013: $119,5892013Assets 2014: $124,213Liabilities 2014: $0Net Assets 2014: $124,2132014Assets 2015: $162,073Liabilities 2015: $0Net Assets 2015: $162,0732015Assets 2016: $153,589Liabilities 2016: $0Net Assets 2016: $153,5892016Assets 2017: $156,179Liabilities 2017: $0Net Assets 2017: $156,1792017Assets 2018: $174,768Liabilities 2018: $0Net Assets 2018: $174,7682018Assets 2019: $174,583Liabilities 2019: $0Net Assets 2019: $174,5832019Assets 2020: $338,646Liabilities 2020: $22,200Net Assets 2020: $316,4462020Assets 2021: $344,755Liabilities 2021: $16,250Net Assets 2021: $328,5052021Assets 2022: $443,305Liabilities 2022: $38,948Net Assets 2022: $404,3572022Assets 2023: $539,673Liabilities 2023: $27,300Net Assets 2023: $512,3732023Assets 2024: $702,377Liabilities 2024: $133,375Net Assets 2024: $569,0022024

Highlighted filing

2024

Assets$702,377
Liabilities$133,375
Net Assets$569,002
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $409,236Expenses 2011: $420,682Net Income 2011: -$11,4462011Expenses 2012: $418,7412012Revenue 2013: $426,364Expenses 2013: $430,155Net Income 2013: -$3,7912013Revenue 2014: $456,888Expenses 2014: $452,264Net Income 2014: $4,6242014Revenue 2015: $456,874Expenses 2015: $435,725Net Income 2015: $21,1492015Revenue 2016: $427,171Expenses 2016: $435,656Net Income 2016: -$8,4852016Revenue 2017: $437,246Expenses 2017: $434,656Net Income 2017: $2,5902017Revenue 2018: $457,594Expenses 2018: $439,005Net Income 2018: $18,5892018Revenue 2019: $596,028Expenses 2019: $596,213Net Income 2019: -$1852019Revenue 2020: $508,373Expenses 2020: $366,510Net Income 2020: $141,8632020Revenue 2021: $540,725Expenses 2021: $528,666Net Income 2021: $12,0592021Revenue 2022: $574,060Expenses 2022: $498,208Net Income 2022: $75,8522022Revenue 2023: $592,468Expenses 2023: $484,452Net Income 2023: $108,0162023Revenue 2024: $593,910Expenses 2024: $537,281Net Income 2024: $56,6292024

Highlighted filing

2024

Revenue$593,910
Expenses$537,281
Net Income$56,629
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$702,377
Liabilities
$133,375
Net assets
$569,002
Revenue
$593,910
Expenses
$537,281
Net income
$56,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$1.33$5.69$5.94$5.37$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.27$5.12$5.92$4.84$1.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.39$4.04$5.74$4.98$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.16$3.29$5.41$5.29$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.22$3.16$5.08$3.67$1.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$5.96$5.96$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$4.58$4.39$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$4.37$4.35$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$4.27$4.36$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$4.57$4.36$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$4.57$4.52$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$4.26$4.30$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$4.19
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$4.09$4.21$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$593,910
Mission and Program Overview

Mission

Preserve the Industrial Bank charter and ecnourage the continued development of the Industrial Bank industry while returning substantial benefits to the State of Utah, including job creation, tax revenue and community reinvestment activities.

Preserve the industrial bank charter and encourage the continued development of the Industrial Bank industry while returning substantial benefits to the State of Utah, including job creation, tax revenue and community reinvestment activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$512,373$569,002▲ $56,629
Savings and Temporary Cash Investments$494,413$494,472▲ $59
Cash and Non-Interest-Bearing Accounts$45,260$165,560▲ $120,300
Pledges and Grants Receivable-$42,345-
Total Assets$539,673$702,377▲ $162,704
Liabilities
Deferred Revenue$27,300$133,375▲ $106,075
Total Liabilities$27,300$133,375▲ $106,075
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,373$569,002▲ $56,629
Total Liabilities and Net Assets / Fund Balance$539,673$702,377▲ $162,704
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ray SpechtChairman Emeritus
Andrea MossPresident
Ed HaidenthallerVice President
Frank PignanelliExecutive Director
Christi PalmerMember-at-large
John TaylorMember-at-large
Lew GoodwinMember-at-large
Mara McNielMember-at-large
Nathan CluffMember-at-large
Reese HowellMember-at-large
Sherrie ReesMember-at-large
Tracy SandinMember-at-large
Bill DonnellySecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$432,100
Program Service Revenue
$161,751
Investment Income
$59
Other Revenue
$0
Change in Net Assets
$56,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$156,175$11,890-$168,065
Fees for Services Management$166,320--$166,320
Fees for Services Lobbying$128,700--$128,700
Fees for Services Legal$24,660--$24,660
Travel$21,802--$21,802
Fees for Services Other$16,142--$16,142
Office Expenses-$9,046-$9,046
Fees for Services Accounting-$1,485-$1,485
Insurance$1,061--$1,061
Total Functional Expenses$514,860$22,421$0$537,281
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“The Executive Board elects members of the Board”

Form 990 governing body review Part VI line 11

“The audit committee, appointed by the Board, reviews the 990 tax form.”

Governing documents etc available to public Part VI line 19

“Documents are filed at office and available upon request.”

Filing and Contact Details

Filer

Filer Name
Utah Association of Financial Services
EIN
87-0228572
In Care Of
% Frank Pignaneli
Phone
8013552821
Address
445 East 200 South STE 200, Salt Lake City, UT 84111

Signing Officer

Name
Frank Pignaneli
Title
Executive Director
Phone
8013552821
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Pignanelli
Formed
1951
Legal Domicile
Ut
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Traveller & Company LLC
Address
500 North Marketplace Dr Suite 202, Centerville, UT 84014
Preparer
Stacey Porter
Phone
8012991302
Raw XML Appendix346 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
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IRS990/BooksInCareOfDetail/PersonNm0Frank Pignanelli
IRS990/BooksInCareOfDetail/PhoneNum08013552821
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 S 600 E Ste 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0Salt Lake City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084102
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IRS990/CashNonInterestBearingGrp/BOYAmt045260
IRS990/CashNonInterestBearingGrp/EOYAmt0165560
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011890
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0156175
IRS990/ConferencesMeetingsGrp/TotalAmt0168065
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0432100
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt059
IRS990/CYOtherExpensesAmt0537281
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0161751
IRS990/CYRevenuesLessExpensesAmt056629
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0537281
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0593910
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt027300
IRS990/DeferredRevenueGrp/EOYAmt0133375
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Lobbying and management activities to protect and promote the industrial bank charter.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0358685
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesAccountingGrp/TotalAmt01485
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IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0128700
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IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0166320
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016142
IRS990/FeesForServicesOtherGrp/TotalAmt016142
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1Ray Specht
IRS990/Form990PartVIISectionAGrp/PersonNm2John Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm3Frank Pignanelli
IRS990/Form990PartVIISectionAGrp/PersonNm4Andrea Moss
IRS990/Form990PartVIISectionAGrp/PersonNm5Ed Haidenthaller
IRS990/Form990PartVIISectionAGrp/PersonNm6Reese Howell
IRS990/Form990PartVIISectionAGrp/PersonNm7Bill Donnelly
IRS990/Form990PartVIISectionAGrp/PersonNm8Christi Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm9Lew Goodwin
IRS990/Form990PartVIISectionAGrp/PersonNm10Tracy Sandin
IRS990/Form990PartVIISectionAGrp/PersonNm11Mara McNiel
IRS990/Form990PartVIISectionAGrp/PersonNm12Nathan Cluff
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt7SecretaryTreasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member-at-large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member-at-large
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd0false
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IRS990/MissionDesc0Preserve the industrial bank charter and encourage the continued development of the Industrial Bank industry while returning substantial benefits to the State of Utah, including job creation, tax revenue and community reinvestment activities.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042345
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Frank Pignanelli
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Convention Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0161751
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0161751
IRS990/ProgSrvcAccomActy2Grp/Desc0Utah Association of Financial Services Annual Convention.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156175
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0437500
IRS990/PYInvestmentIncomeAmt0710
IRS990/PYOtherExpensesAmt0484452
IRS990/PYProgramServiceRevenueAmt0154258
IRS990/PYRevenuesLessExpensesAmt0108016
IRS990/PYTotalExpensesAmt0484452
IRS990/PYTotalRevenueAmt0592468
IRS990/ReconcilationRevenueExpnssAmt056629
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0512373
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0569002
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0494413
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0494472
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Board elects members of the Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The audit committee, appointed by the Board, reviews the 990 tax form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are filed at office and available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0539673
IRS990/TotalAssetsEOYAmt0702377
IRS990/TotalAssetsGrp/BOYAmt0539673
IRS990/TotalAssetsGrp/EOYAmt0702377
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0432100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0514860
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027300
IRS990/TotalLiabilitiesEOYAmt0133375
IRS990/TotalLiabilitiesGrp/BOYAmt027300
IRS990/TotalLiabilitiesGrp/EOYAmt0133375
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0512373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569002
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0514860
IRS990/TotalProgramServiceRevenueAmt0161751
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161810
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0593910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0539673
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0702377
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt021802
IRS990/TravelGrp/TotalAmt021802
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 S 600 E Ste 150
IRS990/USAddress/CityNm0Salt Lake City
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084102
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0uafs.net
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK PIGNANELI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08013552821
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Utah Association of Financial Services
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870228572
ReturnHeader/Filer/InCareOfNm0% Frank Pignaneli
ReturnHeader/Filer/PhoneNum08013552821
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 East 200 South STE 200
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870668060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Traveller & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 North Marketplace Dr Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084014
ReturnHeader/PreparerPersonGrp/PhoneNum08012991302
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY PORTER
ReturnHeader/ReturnTs02025-11-10T12:11:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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