Civic Intelligence

Utah Association of Elementary School Principals

EIN 87-6162449 • 501(c)3 • Sandy, UT

Profile

To provide educational conferences and workshops, professional magazine and newsletter, recognitions and awards, legal assistance etc. To benefit over 450 elementary school principals statewide.

9571 S 700 E Suite 102Sandy, UT 84070
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

52nd percentile

5.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$54,593

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.9%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

4.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$757,845

Up $28,708 (+3.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$757,845

Up $28,708 (+3.9%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin52nd percentile

Revenue

Up

$530,487

Up $23,542 (+4.6%) from 2024

Expenses

Up

$501,779

Up $37,189 (+8.0%) from 2024

Net Income

Down

$28,708

Down $13,647 (-32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $356,347Liabilities 2010: $0Net Assets 2010: $356,3472010Assets 2011: $409,416Liabilities 2011: $853Net Assets 2011: $408,5632011Assets 2012: $427,943Liabilities 2012: $2,209Net Assets 2012: $425,7342012Assets 2013: $452,468Liabilities 2013: $84Net Assets 2013: $452,3842013Assets 2014: $446,391Liabilities 2014: $1,873Net Assets 2014: $444,5182014Assets 2015: $491,175Liabilities 2015: $252Net Assets 2015: $490,9232015Assets 2016: $525,085Liabilities 2016: $3,007Net Assets 2016: $522,0782016Assets 2017: $524,236Liabilities 2017: -$52Net Assets 2017: $524,2882017Assets 2018: $525,451Liabilities 2018: $1,182Net Assets 2018: $524,2692018Assets 2019: $583,394Liabilities 2019: $1,692Net Assets 2019: $581,7022019Assets 2020: $621,729Liabilities 2020: $2,136Net Assets 2020: $619,5932020Assets 2021: $641,850Liabilities 2021: $2,855Net Assets 2021: $638,9952021Assets 2022: $668,731Liabilities 2022: $0Net Assets 2022: $668,7312022Assets 2023: $686,782Liabilities 2023: $0Net Assets 2023: $686,7822023Assets 2024: $729,137Liabilities 2024: $0Net Assets 2024: $729,1372024Assets 2025: $757,845Liabilities 2025: $0Net Assets 2025: $757,8452025

Highlighted filing

2025

Assets$757,845
Liabilities$0
Net Assets$757,845
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $288,4152010Expenses 2011: $317,3592011Revenue 2012: $250,995Expenses 2012: $233,824Net Income 2012: $17,1712012Expenses 2013: $347,4182013Revenue 2014: $367,508Expenses 2014: $375,383Net Income 2014: -$7,8752014Revenue 2015: $365,726Expenses 2015: $319,198Net Income 2015: $46,5282015Revenue 2016: $393,197Expenses 2016: $362,644Net Income 2016: $30,5532016Revenue 2017: $290,884Expenses 2017: $288,674Net Income 2017: $2,2102017Revenue 2018: $393,095Expenses 2018: $392,559Net Income 2018: $5362018Revenue 2019: $450,163Expenses 2019: $392,730Net Income 2019: $57,4332019Revenue 2020: $378,406Expenses 2020: $340,515Net Income 2020: $37,8912020Revenue 2021: $336,356Expenses 2021: $316,954Net Income 2021: $19,4022021Revenue 2022: $565,409Expenses 2022: $535,673Net Income 2022: $29,7362022Revenue 2023: $463,928Expenses 2023: $445,877Net Income 2023: $18,0512023Revenue 2024: $506,945Expenses 2024: $464,590Net Income 2024: $42,3552024Revenue 2025: $530,487Expenses 2025: $501,779Net Income 2025: $28,7082025

Highlighted filing

2025

Revenue$530,487
Expenses$501,779
Net Income$28,708
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$757,845
Liabilities
$0
Net assets
$757,845
Revenue
$530,487
Expenses
$501,779
Net income
$28,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$5.30$5.02$0.29
2024Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$5.07$4.65$0.42
2023Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$4.64$4.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$5.65$5.36$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.42$0.03$6.39$3.36$3.17$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.02$6.20$3.78$3.41$0.38
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.02$5.82$4.50$3.93$0.57
2018Detailed filing. Detailed filing data is available for this year.$5.25$0.01$5.24$3.93$3.93$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.91$2.89$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.03$5.22$3.93$3.63$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$3.66$3.19$0.47
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.02$4.45$3.68$3.75$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$3.47
2012Summary only. Only limited summary data is available for this year.$4.28$0.02$4.26$2.51$2.34$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.01$4.09$3.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$2.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.2
Gross Receipts
$530,487
Mission and Program Overview

Mission

To provide educational conferences and workshops, professional magazine and newsletter, recognitions and awards, legal assistance etc. To benefit over 450 elementary school principals statewide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$377,562$394,239▲ $16,677
Cash and Non-Interest-Bearing Accounts$265,288$280,172▲ $14,884
Land, Buildings, and Equipment, Net$86,287$83,434▼ $2,853
Total Assets$729,137$757,845▲ $28,708
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$729,137$757,845▲ $28,708
Total Net Assets Fund Balance$729,137$757,845▲ $28,708
Total Liabilities and Net Assets / Fund Balance$729,137$757,845▲ $28,708

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$83,434$27,816$111,250
Equipment-$20,203$20,203
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dwight LiddiardExecutive DirectorFT$54,593$54,593
Michelle BergOffice ManagerPT$24,054$24,054

Board Members and Trustees

NameTitle
Adam GullPresident
Allynne MowerPresident Elect
Suzie WilliamsVice President
Arleen JensenDirector
Ben PetersDirector
Carolee FerrisDirector
David McnaughtanDirector
Elcena SalineDirector
Hannah DolataDirector
Jen JolleyDirector
Jenna OlsonDirector
Jill BeerDirector
Katie AmsdenDirector
Kristi CapenerDirector
Kristie WheelerDirector
Lisa BreinholtDirector
Lori OmanDirector
Maridee HarrisonDirector
Mark BurgeDirector
Megan CoxDirector
Melinda DurrantDirector
Melissa AllmonDirector
Ryan Van NatterDirector
Stacey PetersonDirector
Stacie WilliamsonDirector
Terri ChynowethDirector
Tim MillerDirector
David PendergastCommunications Lead
Amy DarringtonSecretary
Trudy WilsonState Representative
Quinn KellisUsbe Liason
Revenue and Support

Revenue Composition

Contributions and Grants
$244,115
Program Service Revenue
$269,695
Investment Income
$16,677
Other Revenue
$0
All Other Contributions
$7,500
Change in Net Assets
$28,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,316
Salaries, Compensation, and Employee Benefits$90,463
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$208,246--$208,246
Current Officers, Directors, Trustees, and Key Employees$29,697$29,696-$59,393
Travel$31,620--$31,620
Other Salaries and Wages$12,027$12,027-$24,054
Office Expenses$3,683$3,682-$7,365
Payroll Taxes$3,508$3,508-$7,016
Fees for Services Legal$2,953$2,952-$5,905
All Other Expenses$4,856--$4,856
Other Expenses$3,148--$3,148
Depreciation Depletion$2,853--$2,853
Fees for Services Accounting$1,249$1,248-$2,497
Insurance$572--$572
Total Functional Expenses$448,666$53,113$0$501,779
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
Lobbying activity
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

Form 990 governing body review Part VI line 11

“Executive director was emailed a copy for review and approval prior to return being filed”

Officer director etc mailing address Part VI line 9

“Officer and director mailing addresses are not located on the site of the association but may be contacted at their individual addresses”

Governing documents etc available to public Part VI line 19

“The governing documents are available for inspection upon request in writing”

Filing and Contact Details

Filer

Filer Name
Utah Association of Elementary School Principals
EIN
87-6162449
In Care Of
% DWIGHT LIDDIARD
Phone
8013196544
Address
9571 S 700 E SUITE 102, SANDY, UT 84070

Signing Officer

Name
Dwight Liddiard
Title
Executive Director
Phone
8013196544
Signed
2026-01-20
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
Ut
Voting Board Members
24
Independent Board Members
24
Employees
2

Preparer

Firm
Rick B Ainge CPA LLC
Address
204 East 400 North Ste B, Salem, UT 84653
Preparer
Rick B Ainge
Phone
8017983539
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1OFFICE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt29STATE REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt30SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt31COMMUNICATIONS LEAD
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IRS990/OtherExpensesGrp/Desc2PRINTINGPOSTAGE
IRS990/OtherExpensesGrp/Desc3MEETING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0127091

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