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UTAH ASSOCIATION OF FINANCIAL SERVICES FOUNDATION

EIN 26-3154283 SALT LAKE CTY, UT

Revenue 2024
$151,506
Expenses 2024
$155,000

Program services were 0.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T30
Classification
1000
Street
445 E 200 S STE 100

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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 VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $151,506
    Expenses
    $155,000
    Contributions
    $151,500
    Grants paid
    $155,000
  • 2023
    Revenue
    $121,538
    Expenses
    $106,010
    Contributions
    $121,500
    Grants paid
    $106,000
  • 2022
    Revenue
    $105,004
    Expenses
    $106,000
    Contributions
    $105,000
    Grants paid
    $106,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990-EZ

    Revenue
    $131,704
    Expenses
    $148,500
    Assets (EOY)
    $6,012
  • 2020 · 990-EZ

    Revenue
    $76,503
    Expenses
    $76,000
    Assets (EOY)
    $22,808
  • 2019 · 990-EZ

    Revenue
    $97,010
    Expenses
    $82,588
    Assets (EOY)
    $22,305
  • 2018 · 990-EZ

    Revenue
    $113,261
    Expenses
    $111,000
    Assets (EOY)
    $7,883
  • 2017 · 990-EZ

    Revenue
    $108,022
    Expenses
    $110,500
    Assets (EOY)
    $5,622
  • 2016 · 990-EZ

    Revenue
    $98,124
    Expenses
    $98,500
    Assets (EOY)
    $8,100
  • 2015 · 990-EZ

    Revenue
    $68,119
    Expenses
    $76,003
    Assets (EOY)
    $8,476
  • 2014 · 990-EZ

    Revenue
    $72,012
    Expenses
    $64,025
    Assets (EOY)
    $16,360
  • 2013 · 990-EZ

    Revenue
    $62,518
    Expenses
    $85,511
    Assets (EOY)
    $8,373
  • 2012 · 990-EZ

    Revenue
    $76,991
    Expenses
    $74,493
    Assets (EOY)
    $32,341

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2008

Tax period
1 January 2008 to 31 December 2008
Principal officer
Frank Pignanelli
Mailing address
60 SOUTH 600 EAST STE 150SALT LAKE CITY UT 84102
Doing business as
UTAH FINANCIAL SERVICES FOUNDATION

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.