Form 990-EZ for tax year 2024
Filed by UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION.
Totals
- Total revenue
- $151,506
- Total expenses
- $155,000
- Contributions and grants received
- $151,500
- Grants paid
- $155,000
- Program service revenue
- not reported
- Membership dues (line 3)
- not reported
- Investment income (line 4)
- $6
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $17,050
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $17,050
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
Support Community Reinvestment Act (CRA)
-
Donations to qualified charities and non-profit organizations.
Grants $155,000
As filed on the 2024 return.
Listed in Part IV
-
Sherrie Rees
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Moss
President
- Total calculated
- $0
- Hours/week
- 1
-
Ed Haidenthaller
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Reese Howell
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Ray Specht
Chairman Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
John Taylor
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Bill Donnelly
SecretaryTreasurer
- Total calculated
- $0
- Hours/week
- 1
-
Lew Goodwin
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Christi Palmer
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Frank Pignanelli
Executive Director
- Total calculated
- $0
- Hours/week
- 1
-
Tracy Sandin
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Mara McNiel
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
-
Nathan Cluff
Member-at-large
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2024
- Filed
- 15 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523179349203447
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