Nonprofit · EIN 26-3154283
UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION
Also known as UTAH FINANCIAL SERVICES FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $151,506 | $155,000 | -$3,494 | $17,050 | $0 | $17,050 |
| December 31, 2023 | 990-EZ | $121,538 | $106,010 | $15,528 | $20,544 | $0 | $20,544 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $151,500
- Investment income
- $6
Expenses
- Grants and similar amounts paid
- $155,000
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $20,544
- Total assets, end of year
- $17,050
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,050
- Cash, savings and investments
- $17,050
- Gross receipts
- $151,506
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sherrie Rees | Member-at-large | 1 | $0 |
| Andrea Moss | President | 1 | $0 |
| Ed Haidenthaller | Vice President | 1 | $0 |
| Reese Howell | Member-at-large | 1 | $0 |
| Ray Specht | Chairman Emeritus | 1 | $0 |
| John Taylor | Member-at-large | 1 | $0 |
| Bill Donnelly | SecretaryTreasurer | 1 | $0 |
| Lew Goodwin | Member-at-large | 1 | $0 |
| Christi Palmer | Member-at-large | 1 | $0 |
| Frank Pignanelli | Executive Director | 1 | $0 |
| Tracy Sandin | Member-at-large | 1 | $0 |
| Mara McNiel | Member-at-large | 1 | $0 |
| Nathan Cluff | Member-at-large | 1 | $0 |
990-EZ for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sherrie Rees | Member-at-large | 1 | $0 |
| Andrea Moss | President | 1 | $0 |
| Ed Haidenthaller | Vice President | 1 | $0 |
| Reese Howell | Member-at-large | 1 | $0 |
| Ray Specht | Chairman Emeritus | 1 | $0 |
| John Taylor | Member-at-large | 1 | $0 |
| Bill Donnelly | SecretaryTreasurer | 1 | $0 |
| Lew Goodwin | Member-at-large | 1 | $0 |
| Christi Palmer | Member-at-large | 1 | $0 |
| Frank Pignanelli | Executive Director | 1 | $0 |
| Tracy Sandin | Member-at-large | 1 | $0 |
| Mara McNiel | Member-at-large | 1 | $0 |
| Nathan Cluff | Member-at-large | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 445 E 200 S STE 100, SALT LAKE CTY, UT 84111-2155
- In care of
- % FRANK PIGNANELLI
- Mailing address (990-N for 2008)
- 60 SOUTH 600 EAST STE 150, SALT LAKE CITY UT 84102
- Principal officer (990-N for 2008)
- FRANK PIGNANELLI, 60 SOUTH 600 EAST STE 150, SALT LAKE CITY UT 84102
- Signed the 990-EZ
- FRANK PIGNANELLI, Executive Director
- Return prepared by
- Traveller & Company LLC
Mission
Support Community Reinvestment Act (CRA)
Program accomplishments
- Donations to qualified charities and non-profit organizations.grants $155,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-3154283
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $17,050
- Income (IRS master file)
- $151,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $151,506 | $155,000 | $17,050 | XML |
| 990-EZ | December 2023 | $121,538 | $106,010 | $20,544 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: FRANK PIGNANELLI | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3154283).
Questions about UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION
- What is the EIN of UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION?
- The employer identification number (EIN) of UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION is 26-3154283.
- Is UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION?
- The 990-N for 2008 names FRANK PIGNANELLI.
- Who are the officers and directors of UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $151,506, expenses of $155,000 and total assets of $17,050 at year end.
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