UTAH PUBLIC EMPLOYEES ASSOCIATION (EIN 870242213) - 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

1959

Legal Domicile

Principal Officer

JESSICA BRUNER

Phone

8012648732

Tax Period

2024-07-01 to 2025-06-30

UTAH PUBLIC EMPLOYEES ASSOCIATION, founded in 1959, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 55% operating margin.

Mission

UTAH PUBLIC EMPLOYEES ASSOCIATION IS A MEMBER BASED ASSOCIATION ORGANIZED TO PROVIDE EMPLOYEES A VOICE IN WORKPLACE ISSUES INCLUDING GRIEVANCE REPRESENTATION, NEGOTIATING FOR MARKET COMPENSATION AND PROTECTION OF EMPLOYEE BENEFITS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,132,328

Program Service Revenue $0

Investment Income $10,641

Other Revenue $15,975

TOTAL REVENUE $2,158,944

Expense Breakdown

Grants Paid $0

Salaries & Benefits $475,108

Fundraising Expenses $0

Other Expenses $498,209

TOTAL EXPENSES $973,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,158,944	$839,699	+1.6%
Expenses	$973,317	$1,002,659	0.0%
Net Income	$1,185,627	$-162,960	-8.3%

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

185

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

$69,859

Total Directors

$18,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD LOSSER	EXECUTIVE DI	40.00	Officer	$0	$0	$0
DENNIS KAY	PAST PRESIDE	10.00	Director	$1,800	$0	$1,800
LORI BENTON	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
CHRISTIE WORKMAN	PAST PRESIDE	10.00	Director	$2,100	$0	$2,100
JACKIE PINO	PRESIDENT	10.00	Director	$5,400	$0	$5,400
CRAIG GREENBERG	1ST VICE PRE	10.00	Director	$5,100	$0	$5,100
MATT BRIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY KERNS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF OLINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALENE STRINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS DIMICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW PACEJKA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARSHA BENTLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA BRUNER	BOARD MEMBER	10.00	Officer	$69,859	$0	$69,859
GALE PACE	2ND VICE PRE	10.00	Director	$3,600	$0	$3,600
SHERI NELSON	BOARD MEMBER	10.00	Officer 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
2025	$2,158,944	$973,317	$1,629,100	$1,185,627
2024	$839,699	$1,002,659	$424,181	$-162,960
2023	$795,009	$884,153	$634,237	$-89,144
2022	$795,247	$805,440	$726,170	$-10,193
2021	$792,120	$831,593	$772,570	$-39,473
2020	$823,560	$806,260	$789,592	$17,300
2019	$851,048	$862,887	$811,025	$-11,839

UTAH PUBLIC EMPLOYEES ASSOCIATION