Utah Education Association, Bonneville Uniserv in Orem, Utah (UT)

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Utah Education Association, Bonneville Uniserv
Employer Identification Number (EIN)870401960
Name of OrganizationUtah Education Association
Secondary NameBonneville Uniserv
Address39 S 400 W, Orem, UT 84058-5324
ActivitiesOther school related activities
SubsectionBusiness League
Ruling Date02/1973
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period08/2011
Assets$500,000 to $999,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$858,229
Amount of Income$704,184
Form 990 Revenue Amount$704,184
National Taxonomy of Exempt Entities (NTEE)Employment, Job-Related: Labor Unions, Organizations


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Amount of income in 2011: $704,184
This organization: 

 $704,184
Other organizations performing similar types of work: 

 $1,237,704

Assets in 2011: $858,229
This organization: 

 $858,229
Other organizations performing similar types of work: 

 $1,550,651

Expenses in 2011: $682,316
Utah Education Association, Bonneville Uniserv: 

 $682,316
Other organizations performing similar types of work: 

 $1,106,780

Income to expenses ratio in 2011: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.1

Financial snapshot ($)

Revenue for 2011

Functional expenses for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?Yes
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$704,184
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$559,441
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$12,874
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$26,400
Gross rents (Real / Personal)$26,400 / $0
Less: rental expenses (Real / Personal)$0 / $0
Rental income or (loss) (Real / Personal)$26,400 / $0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$105,469
Statement of Functional Expenses (for 2011)
Total functional expenses$682,316
Compensation of current officers, directors, trustees, and key employees$194,506
Other salaries and wages$136,867
Payroll taxes$19,380
Professional fundraising services$0
Other$331,563
Balance Sheet (for 2011)
Total assets$858,229
Total liabilities$325,765
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$325,765
Total net assets or fund balances$532,464
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:Not provided
Revenue, Expenses, and Changes in Net Assets or Fund Balances
200020012002
Total revenue$468,039$445,260$474,733
Contributions, gifts, grants, and similar amounts received$0$0$0
Contributions to donor advised funds
Direct public support$0$0$0
Indirect public support$0$0$0
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$355,324$387,560$390,060
Interest on savings and temporary cash investments$6,037$1,718$2,229
Dividends and interest from securities$0$0$0
Net rental income or (loss)$29,889$-4,205$1,192
Gross rents$29,889$21,640$28,318
Less: rental expenses$0$25,845$27,126
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$0$-88$500
Gross amount from sales of assets other than inventory$0$0$500
Less: cost or other basis and sales expenses$0$88$0
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$76,789$60,275$80,752
Total expenses$437,671$444,129$461,367
Program services$0$0$0
Management and general$0$0$0
Fundraising$0$0$0
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$267,611$268,742$282,108
Excess or (deficit) for the year$30,368$1,131$13,366
Net assets or fund balances at beginning of year$237,243$267,611$268,742
Other changes in net assets or fund balances$0$0$0
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$461,367$0$0$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$186,537$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$81,258$0$0$0
Pension plan contributions not included above$27,751$0$0$0
Employee benefits not included above$79,107$0$0$0
Payroll taxes$19,482$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$3,026$0$0$0
Legal fees$0$0$0$0
Supplies$2,152$0$0$0
Telephone$6,854$0$0$0
Postage and shipping$571$0$0$0
Occupancy$7,527$0$0$0
Equipment rental and maintenance$1,951$0$0$0
Printing and publications$14,355$0$0$0
Travel$2,471$0$0$0
Conferences, conventions, and meetings$3,266$0$0$0
Interest$8,485$0$0$0
Depreciation, depletion, etc.$16,082$0$0$0
Other expenses not covered above$492$0$0$0
Balance Sheets
200020012002
Total assets$559,098$551,154$548,404
Cash - non-interest-bearing$50$50$50
Savings and temporary cash investments$134,327$160,824$154,837
Accounts receivable less allowance for doubtful accounts$16,057$1,132$10,737
Pledges receivable less allowance for doubtful accounts$0$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$0$0$0
Investments - publicly-traded securities
Investments - other securities$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$0
Land, buildings, and equipment less accumulated depreciation$408,664$389,148$382,780
Other assets, including program-related investments$0$0$0
Total liabilities$291,487$282,412$266,296
Accounts payable and accrued expenses$41,594$50,764$56,076
Grants payable$0$0$0
Deferred revenue$1,000$1,200$2,837
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$248,890$227,948$204,883
Other liabilities$3$2,500$2,500
Total liabilities and net assets/fund balances$559,098$551,154$548,404
Total net assets or fund balances$267,611$268,742$282,108
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200020012002
Total revenue$468,039$445,260$474,733
Total revenue, gains, and other support per audited financial statements$468,039$445,260$501,859
Other expenses$0$0$27,126
Net unrealized gains on investments$0$0$0
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$27,126
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200020012002
Total expenses$437,671$444,129$461,367
Total expenses and losses per audited financial statements$437,671$444,129$488,493
Other revenue$0$0$27,126
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$27,126
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?No
Did the organization make only in-house lobbying expenditures of $2,000 or less?No
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?No
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$55,938$0$418,795
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$390,060
Interest on savings and temporary cash investments000000$000$0$2,229
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed propertyLessors of nonresidential buildings (except miniwarehouses)$1,19200$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$500
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenueLessors of nonresidential buildings (except miniwarehouses)$54,74600$0$26,006
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
199920002001
Total$0$0$0
Gifts, grants, and contributions received$0$0$0
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Service Employees International Union, Local 721 Ctw ClcSte 100, Los Angeles, CA 90017CA1943-11$56,297,937
2Seiu Local 6434 United Long Termcare Workers Union2910 Beverly Blvd, Los Angeles, CA 90057-1012CA1943-11$51,399,445
3United Food And Commercial Workers International Union, 5 Local28870 Mission Blvd, Hayward, CA 94544-5510CA1941-01$20,398,357
4Southwest Airlines Pilots Association1450 Empire Central Dr Ste 737, Dallas, TX 75247-4081TX1980-11$12,883,279
5International Brotherhood Of Electrical Workers, 0354 Local3400 West 2100 South, Salt Lake City, UT 84119-1100UT1940-08$8,194,471
6Service Employees International Union, 880 Seiu209 W Jackson, Chicago, IL 60606-6907IL1943-11$7,326,816
7United Association Of Journeymen & Apprentices Of The Plumbing & Pipe, 74 Local Union201 Executive Dr, Newark, DE 19702-3316DE1960-04$2,082,786
8Utah Education Association, Bonneville Uniserv39 S 400 W, Orem, UT 84058-5324UT1973-02$704,184
9United Steelworkers, 12-00578 Local3622 E Aurora Cir, Salt Lake Cty, UT 84124-2235UT1940-12$76,212
10United Steelworkers Of AmericaP O Box 11425, Chickasaw, AL 36671-0425AL1940-12$40,819
11United Nurses & Allied Professionals, 5068 Seven Hills501 Great Rd Ste 204, N Smithfield, RI 02896-6833RI1998-12$37,837
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13Wayzata Education Association305 Vicksburg Ln N, Plymouth, MN 55447-3941MN2000-05$548,170
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15American Federation Of Teachers, Education Mn - Willmar7390 Long Lake Rd, Willmar, MN 56201MN1967-11$0
16Ascent Management Employee Benefit Association Inc110 W Seventh St Ste 300, Fort Worth, TX 76102-7018TX1999-08$0
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Number of organizations performing similar types of work
Alaska6
Alabama18
Arkansas7
Arizona10
California185
Colorado20
Connecticut14
District of Columbia37
Delaware4
Florida35
Georgia20
Hawaii19
Iowa17
Idaho1
Illinois92
Indiana48
Kansas9
Kentucky19
Louisiana11
Massachusetts54
Maryland41
Maine5
Michigan75
Minnesota41
Missouri40
Mississippi7
Montana3
North Carolina8
North Dakota4
Nebraska8
New Hampshire1
New Jersey59
New Mexico4
Nevada11
New York158
Ohio70
Oklahoma13
Oregon16
Pennsylvania75
Rhode Island13
South Carolina2
South Dakota3
Tennessee19
Texas43
Utah3
Virginia18
Vermont3
Washington46
Wisconsin40
West Virginia11
Wyoming1
International2
Total1,469
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralUtah Education AssociationPiute High School 550 North 100 West, Junction, UT 84740UT1973-02$3,128,479
SubordinateUtah Education Association, Bonneville Uniserv39 S 400 W, Orem, UT 84058-5324UT1973-02$704,184
SubordinateUtah Education Association, Nebo Education Association1220 N Main St Unit 8, Springville, UT 84663UT1973-02$40,023
SubordinateUtah Education Association, Davis Education AssociationPO BOX 500, Farmington, UT 84025-0500UT1973-02$502,149
SubordinateUtah Education Association, Alpine Uniserv39 S 400 W, Orem, UT 84058-5324UT1973-02$402,881
SubordinateUtah Education Association, Granite Uniserv875 E 5180 S, Murray, UT 84107-5204UT1973-02$376,442
SubordinateUtah Education Association, Jordan Uniserv5180 S 875 E Ste 2, Murray, UT 84107UT1973-02$366,637
SubordinateUtah Education Association, Woodland Peaks Uniserv1220 N Main St Ste 8, Springville, UT 84663-4016UT1973-02$306,203
SubordinateUtah Education Association, Wasatch Uniserv5150 S 900 E, Salt Lake Cty, UT 84117-6602UT1973-02$262,688
SubordinateUtah Education Association, Ogden-Weber Uniserv939 25th St, Ogden, UT 84401-2605UT$206,713
SubordinateUtah Education Association, Color Country Uniserv875 E 5180 S, Murray, UT 84107-5204UT1973-02$203,212
SubordinateUtah Education Association, Northern Uniserv15 S Main St Ste 400, Logan, UT 84321-5808UT1973-02$198,803
SubordinateUtah Education Association, Granite875 E 5180 So Ste 1, Salt Lake Cty, UT 84107UT1924-02$177,013
SubordinateUtah Education Association, High Desert Uniserv875 E 5180 S, Murray, UT 84107-5204UT1973-02$159,129
SubordinateUtah Education Association, Salt Lake Teachers Association5150 S 900 E, Salt Lake Cty, UT 84117-6602UT1973-02$118,676
SubordinateUtah Education Association, Jordan875 E 5180 S Ste 2, Murray, UT 84107-5281UT1973-02$109,049
SubordinateUtah Education Association, Canyons875 E 5180 S 2, Murray, UT 84107UT1973-02$78,296
SubordinateUtah Education Association, Alpine39 S 400 W, Orem, UT 84058-5324UT1973-02$62,244
SubordinateUtah Education Association, Weber939 25th St, Ogden, UT 84401-2605UT1973-02$51,825
SubordinateOgden Education Association939 - 25th Street, Ogden, UT 84401UT1973-02$22,000
Number of affiliated organizations
Utah52
Total52

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