Civic Intelligence

Utah Retired School Employees Association

EIN 87-0538590 • 501(c)4 • Sandy, UT

Profile

Provide information and assistance enabling members to understand protect and maximize their retirement benefits. Also promote sound educatiional practices

8931 South Shady Meadows DrSandy, UT 84093

www.ursea.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

47%

Higher net margin than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

70th percentile

8.1%

Faster asset growth than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$302,467

Up $22,562 (+8.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$302,467

Up $22,562 (+8.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Down

$47,791

Down $116,876 (-71%) from 2024

Expenses

Down

$25,229

Down $8,634 (-25%) from 2024

Net Income

Down

$22,562

Down $108,242 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2011: $91,745Net Assets 2011: $91,7452011Assets 2012: $95,285Net Assets 2012: $95,2852012Assets 2013: $108,879Net Assets 2013: $108,8792013Assets 2014: $116,348Net Assets 2014: $116,3482014Assets 2015: $126,574Net Assets 2015: $126,5742015Assets 2021: $133,446Net Assets 2021: $133,4462021Assets 2022: $144,224Net Assets 2022: $144,2242022Assets 2023: $149,101Net Assets 2023: $149,1012023Assets 2024: $279,905Net Assets 2024: $279,9052024Assets 2025: $302,467Net Assets 2025: $302,4672025

Highlighted filing

2025

Assets$302,467
Liabilities-
Net Assets$302,467
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$150K$100K$50K$0Revenue 2011: $56,880Expenses 2011: $36,200Net Income 2011: $20,6802011Revenue 2012: $56,639Expenses 2012: $53,099Net Income 2012: $3,5402012Revenue 2013: $57,750Expenses 2013: $44,156Net Income 2013: $13,5942013Revenue 2014: $53,426Expenses 2014: $45,957Net Income 2014: $7,4692014Revenue 2015: $47,162Expenses 2015: $36,936Net Income 2015: $10,2262015Revenue 2021: $43,955Expenses 2021: $37,326Net Income 2021: $6,6292021Revenue 2022: $44,665Expenses 2022: $33,887Net Income 2022: $10,7782022Revenue 2023: $44,548Expenses 2023: $39,671Net Income 2023: $4,8772023Revenue 2024: $164,667Expenses 2024: $33,863Net Income 2024: $130,8042024Revenue 2025: $47,791Expenses 2025: $25,229Net Income 2025: $22,5622025

Highlighted filing

2025

Revenue$47,791
Expenses$25,229
Net Income$22,562
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,467
Liabilities
-
Net assets
$302,467
Revenue
$47,791
Expenses
$25,229
Net income
$22,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.02$3.02$0.48$0.25$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.80$2.80$1.65$0.34$1.31
2023Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.45$0.40$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.45$0.34$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.44$0.37$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.47$0.37$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.53$0.46$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$0.58$0.44$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$0.57$0.53$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.92$0.57$0.36$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 18, 2025
Return Version
2024v5.1
Gross Receipts
$47,791
Mission and Program Overview

Mission

Provideinformationandassistanceenablingmemberstounderstand,protect,andmaximizetheirretirementbenefits.alsopromotesoundeducatiionalpractices

Provide information and assistance enabling members to understand protect and maximize their retirement benefits. Also promote sound educatiional practices

Program Services

DescriptionGrantsExpenses
REGULAR PUBLICATIONS AND ELECTRONIC MEANS THAT PROVIDE INFORMATION AND ASSISTANCE ENABLING MEMBERS TO UNDERST PROTECT AND MAXIMIZE THEIR RETIREMENT BENEFITS.ALSO PROMOTE SOUND EDUCATIONAL PRATICES.$0$22,295
AWARD SCHOLARSHIPS TO CURRENT EDUCATORS HAVING A DESIRE TO INCREASE THEIR EFFICENCY IN CLASSROOM INSTRUCTION AND ENHANCE THE EDUCATIONAL EXPERENCE FOR STUDENTS. A MINIMUM OF 8 WERE SELECTTED AFTER A STATE WIDE SEARCH. AND AWARDED IN SEPT 2025$0$272
ESTABLISH AND MAINTAIN RELATIONSIPS WITH REPUTALBE PROVIDERS OF PRODUCT AND SERVICES AT REDUCED RATES WHICH ENABLE OUR MEMBERS TO MAXIMIZE THEIR RETIREMENT BENEFITS$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR COXExecutive DirectorPT$0--
LARRY DEANPast PresidentPT$0--
LARRY MILLWARDTreasurerPT$0--
THOMAS NEDREBERGPresident Andlegislative ChairPT$0--
MARY ANN BUNDYMembership ChairPT$0--
SARAH VOIGHTScholarship ChairPT$0--
LAILONI ELGGRENSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Utah Retired School Employees Association
EIN
87-0538590
Address
8931 SOUTH SHADY MEADOWS DR, SANDY, UT 84093

Signing Officer

Name
Larry K Millward
Title
Treasurer
Phone
8015449596
Signed
2025-11-18
Supplemental Narrative

Additional Explanations

Doing Business As Names

“ADVOCATE FOR RETIREES”

Part I, line 16

“| Other Expenses:, Amount:| BOARD MEMBER TRAVEL AND ELATED EXPENSES BANK FEES AND LOCAL ASSISTANCE, $2343| EXPENSES RELATED TO SCHOLARSHIP SELECTION, $272|”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0194
IRS990EZ/BooksInCareOfDetail/PersonNm0LARRY K MILLWARD
IRS990EZ/BooksInCareOfDetail/PhoneNum08015449565
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 EAST 350 SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KAYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0840372515
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0279905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0302467
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014935
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022562
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0279905
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0302467
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047791
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07685
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025171
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0279905
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0302467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0279905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0302467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARTHUR COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY MILLWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS NEDREBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY ANN BUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH VOIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAILONI ELGGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ANDLEGISLATIVE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SCHOLARSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE INFORMATION AND ASSISTANCE ENABLING MEMBERS TO UNDERSTAND PROTECT AND MAXIMIZE THEIR RETIREMENT BENEFITS. ALSO PROMOTE SOUND EDUCATIIONAL PRACTICES
IRS990EZ/PrintingPublicationsPostageAmt022295
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARD SCHOLARSHIPS TO CURRENT EDUCATORS HAVING A DESIRE TO INCREASE THEIR EFFICENCY IN CLASSROOM INSTRUCTION AND ENHANCE THE EDUCATIONAL EXPERENCE FOR STUDENTS. A MINIMUM OF 8 WERE SELECTTED AFTER A STATE WIDE SEARCH. AND AWARDED IN SEPT 2025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REGULAR PUBLICATIONS AND ELECTRONIC MEANS THAT PROVIDE INFORMATION AND ASSISTANCE ENABLING MEMBERS TO UNDERST PROTECT AND MAXIMIZE THEIR RETIREMENT BENEFITS.ALSO PROMOTE SOUND EDUCATIONAL PRATICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ESTABLISH AND MAINTAIN RELATIONSIPS WITH REPUTALBE PROVIDERS OF PRODUCT AND SERVICES AT REDUCED RATES WHICH ENABLE OUR MEMBERS TO MAXIMIZE THEIR RETIREMENT BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025229
IRS990EZ/TotalProgramServiceExpensesAmt022567
IRS990EZ/TotalRevenueAmt047791
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVOCATE FOR RETIREES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| BOARD MEMBER TRAVEL AND ELATED EXPENSES BANK FEES AND LOCAL ASSISTANCE, $2343| EXPENSES RELATED TO SCHOLARSHIP SELECTION, $272|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY K MILLWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08015449596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH RETIRED SCHOOL EMPLOYEES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870538590
ReturnHeader/Filer/ForeignPhoneNum08015449565
ReturnHeader/Filer/USAddress/AddressLine1Txt08931 SOUTH SHADY MEADOWS DR
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084093
ReturnHeader/ReturnTs02025-11-17T16:14:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.