UTAH EDUCATION ASSOCIATION (EIN 870187145) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

RENEE PINKNEY

Phone

8012664461

Tax Period

2023-09-01 to 2024-08-31

UTAH EDUCATION ASSOCIATION, founded in 1973, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 21% operating margin.

Mission

THE UTAH EDUCATION ASSOCIATION'S MISSION IS TO ADVANCE THE CAUSE OF PUBLIC EDUCATION IN PARTNERSHIP WITH OTHERS; STRENGTHEN THE TEACHING PROFESSION; PROMOTE QUALITY SCHOOLS FOR UTAH'S CHILDREN; AND ADVOCATE THE WELL-BEING OF ITS MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,981,958

Program Service Revenue $4,131,203

Investment Income $501,276

Other Revenue $0

TOTAL REVENUE $6,614,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,715,760

Fundraising Expenses $0

Other Expenses $1,529,649

TOTAL EXPENSES $5,245,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,614,437	$4,605,924	+0.4%
Expenses	$5,245,409	$4,716,805	+0.1%
Net Income	$1,369,028	$-110,881	-13.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$374,142

Total Directors

$188,411

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY WATSON	GENERAL COUN	40.00	Highest	$141,300	$47,122	$188,422
RENEE PINKNEY	PRESIDENT	38.00	Officer Director	$127,711	$60,700	$188,411
JAY BLAIN	BARGAINING D	40.00	Highest	$123,696	$62,099	$185,795
JENNIFER BOEHME	EXECUTIVE DI	40.00	Officer	$130,018	$55,713	$185,731
STEPHEN CHADWICK	IT DIRECTOR	40.00	Highest	$117,923	$53,686	$171,609
BRENDA PETT	FINANCE DIRE	40.00	Highest	$112,019	$53,786	$165,805
BARBERA WHITMAN	UNISERV DIRE	40.00	Highest	$105,162	$59,729	$164,891
BRANDON BACA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CAREN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL COFIE	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON ENGLES	DIRECTOR	1.00	Director	$0	$0	$0
ISAC ERNEST	DIRECTOR	1.00	Director	$0	$0	$0
KALLYN GREN	DIRECTOR	1.00	Director	$0	$0	$0
TRUDY HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ROD HURD	DIRECTOR	1.00	Director	$0	$0	$0
DENISE LAKE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MUDROW	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY REYNOSO	DIRECTOR	1.00	Director	$0	$0	$0
CEDRIC SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BRITT STULL	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$6,614,437	$5,245,409	$15,361,052	$1,369,028
2023	$4,605,924	$4,716,805	$8,356,223	$-110,881
2022	$4,538,276	$4,258,920	$6,791,309	$279,356
2021	$4,327,639	$4,099,907	$7,296,139	$227,732
2020	$4,597,644	$3,820,047	$6,580,181	$777,597

UTAH EDUCATION ASSOCIATION