Utah Retired School Employees Association

Nonprofit profile at a glance

EIN
870538590
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Sandy, UT, USA
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$47,791
Expenses
$25,229
Assets
$302,467

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • ARTHUR COX (EXECUTIVE DIRECTOR)
  • LARRY DEAN (PAST PRESIDENT)
  • THOMAS NEDREBERG (PRESIDENT ANDLEGISLATIVE CHAIR)

People named in this filing

  • ARTHUR COX (EXECUTIVE DIRECTOR)
  • LARRY DEAN (PAST PRESIDENT)
  • LARRY MILLWARD (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide information and assistance enabling members to understand protect and maximize their retirement benefits. Also promote sound educatiional practices

What it reported doing in 2024

Award scholarships to current educators having a desire to increase their efficency in classroom instruction and enhance the educational experence for students. A minimum of 8 were selectted after a state wide search. And awarded in sept 2025

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 82
  • Sustainability: 76
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.7%; rating input score 56
  • Program expense ratio: 89.4%; rating input score 89

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 47.2%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 11.99; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.7% per year; rating input score 0; 41st percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 7.5% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 55.7% of revenue deployed · 89.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $23K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.