Civic Intelligence

Utah Association of School Business Officials

990EZ • Fiscal year 2020 • EIN 87-0410145

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 04, 2021

9063 North Flint WayPark City, UT 84098

(801) 509-2820

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

59th percentile

8.2%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$32,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 72.5% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-39%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$89,661

Up $3,632 (+4.2%) from 2019

Net Assets

Up

$89,661

Up $3,632 (+4.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,112

Down $27,934 (-39%) from 2019

Expenses

Down

$40,480

Down $25,527 (-39%) from 2019

Net Income

Down

$3,632

Down $2,407 (-40%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $100,647Net Assets 2010: $100,6472010Assets 2011: $74,199Net Assets 2011: $74,1992011Assets 2012: $65,662Net Assets 2012: $65,6622012Assets 2013: $60,823Net Assets 2013: $60,8232013Assets 2014: $54,622Net Assets 2014: $54,6222014Assets 2015: $53,836Net Assets 2015: $53,8362015Assets 2016: $56,395Net Assets 2016: $56,3952016Assets 2017: $65,544Net Assets 2017: $65,5442017Assets 2018: $79,990Net Assets 2018: $79,9902018Assets 2019: $86,029Net Assets 2019: $86,0292019Assets 2020: $89,661Net Assets 2020: $89,6612020Assets 2021: $75,257Net Assets 2021: $75,2572021Assets 2022: $105,905Net Assets 2022: $105,9052022Assets 2023: $103,301Liabilities 2023: $0Net Assets 2023: $103,3012023Assets 2024: $70,464Liabilities 2024: $0Net Assets 2024: $70,4642024Assets 2025: $75,007Liabilities 2025: $0Net Assets 2025: $75,0072025

Highlighted filing

2020

Assets$89,661
Liabilities-
Net Assets$89,661

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $27,199Expenses 2010: $17,014Net Income 2010: $10,1852010Revenue 2011: $31,350Expenses 2011: $57,798Net Income 2011: -$26,4482011Revenue 2012: $30,929Expenses 2012: $39,466Net Income 2012: -$8,5372012Revenue 2013: $154Expenses 2013: $4,993Net Income 2013: -$4,8392013Revenue 2014: $2,905Expenses 2014: $9,106Net Income 2014: -$6,2012014Revenue 2015: $47,288Expenses 2015: $48,074Net Income 2015: -$7862015Revenue 2016: $53,199Expenses 2016: $50,641Net Income 2016: $2,5582016Revenue 2017: $61,021Expenses 2017: $51,872Net Income 2017: $9,1492017Revenue 2018: $71,271Expenses 2018: $56,826Net Income 2018: $14,4452018Revenue 2019: $72,046Expenses 2019: $66,007Net Income 2019: $6,0392019Revenue 2020: $44,112Expenses 2020: $40,480Net Income 2020: $3,6322020Revenue 2021: $42,156Expenses 2021: $56,560Net Income 2021: -$14,4042021Revenue 2022: $103,862Expenses 2022: $73,214Net Income 2022: $30,6482022Revenue 2023: $85,090Expenses 2023: $87,694Net Income 2023: -$2,6042023Revenue 2024: $94,961Expenses 2024: $127,798Net Income 2024: -$32,8372024Revenue 2025: $123,123Expenses 2025: $118,580Net Income 2025: $4,5432025

Highlighted filing

2020

Revenue$44,112
Expenses$40,480
Net Income$3,632
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 4, 2021
Return Version
2020v4.0
Gross Receipts
$44,112
Mission and Program Overview

Mission

The objectives of Utah Association of School Business Officials (UASBO) are:- To improve the efficiency, performance, and ethical conduct in the practice of school business administration.- To sponsor and conduct research concerning school business management and administration, and provide such information to members and interested organizations.- To develop leadership at the state and national levels.- To cooperate with other education associations in planning and conducting workshops, conferences, and seminars involving areas of school business.- To inform the appropriate legislative bodies and governmental agencies of the Association's position on key legislative issues relating to the administration of educational enterprise.- To assist in securing adequate financial support for education.- To meet other identified needs of the profession and membership.

Annual conferences and training for school business officials and support for utah public education.

Program Services

DescriptionGrantsExpenses
UASBO HOLDS CONFERENCES INTENDED TO PROVIDE INFORMATION ON A VARIETY OF TOPICS RELEVANT TO ITS MEMBERS.-$26,507
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURKE JOLLEYExecutive DiPT$32,000-$32,000
LEON WILCOXPast Preside-$0--
LARK REYNOLDSPresident-$0--
STEFANIE BRYANTPresident El-$0--
ROBERT PETERSONVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Utah Association of School
EIN
87-0410145
Phone
8015092820
Address
9063 NORTH FLINT WAY, PARK CITY, UT 84098

Signing Officer

Name
Burke Jolley
Title
Executive Director
Phone
8015092820
Signed
2021-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 1,173 conferences/meetings 7,307 total 8,480

Form 990-ez, Part III

Annual conferences and training for school business officials and support for utah public education.

Raw XML Appendix109 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/PersonNm0LEON WILCOX
CompensationExplanation/CompensationExplanationGrp/PersonNm1LARK REYNOLDS
CompensationExplanation/CompensationExplanationGrp/PersonNm2STEFANIE BRYANT
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROBERT PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4BURKE JOLLEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BURKE JOLLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08015092820
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09063 NORTH FLINT WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARK CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084098
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03632
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089661
IRS990EZ/GrossReceiptsAmt044112
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086029
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086029
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt432000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEON WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARK REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEFANIE BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BURKE JOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08480
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL CONFERENCES AND TRAINING FOR SCHOOL BUSINESS OFFICIALS AND SUPPORT FOR UTAH PUBLIC EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt044100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UASBO HOLDS CONFERENCES INTENDED TO PROVIDE INFORMATION ON A VARIETY OF TOPICS RELEVANT TO ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026507
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040480
IRS990EZ/TotalProgramServiceExpensesAmt026507
IRS990EZ/TotalRevenueAmt044112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UASBO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,173 CONFERENCES/MEETINGS 7,307 TOTAL 8,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL CONFERENCES AND TRAINING FOR SCHOOL BUSINESS OFFICIALS AND SUPPORT FOR UTAH PUBLIC EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURKE JOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08015092820
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH ASSOCIATION OF SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BUSINESS OFFICIALS
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870410145
ReturnHeader/Filer/PhoneNum08015092820
ReturnHeader/Filer/USAddress/AddressLine1Txt09063 NORTH FLINT WAY
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02021-02-03T10:22:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D BURKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOLLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.23$1.19$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.95$1.28$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.85$0.88$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.04$0.73$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.42$0.57$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.44$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.72$0.66$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.71$0.57$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.61$0.52$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.53$0.51$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.47$0.48$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.03$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.00$0.05$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.31$0.39$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$0.31$0.58$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$0.27$0.17$0.10