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Nonprofit · EIN 80-0632851

UTILITY DISTRICT EMPLOYEES ASSOCIATION

Tax-exempt · OAKLAND, CA 94623

Financials

$76K$93K2024
Revenue Expenses · by fiscal year end
Financials of UTILITY DISTRICT EMPLOYEES ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$76,105$93,077-$16,972$48,918–$48,918
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$76,088
Investment income
$6
Other revenue
$11

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$93,077
Program services (functional)
$92,302

Balance sheet and other

Total assets, start of year
$65,890
Total assets, end of year
$48,918
Total liabilities, end of year
–
Net assets, end of year
$48,918
Cash, savings and investments
$14,534
Gross receipts
$76,105

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.

NameTitleHours / weekCompensation
Dorothy CollierPresident0.5$0
Anthony UkenaTreasurer1$0
Danielle BrookeSecretary0.5$0
Janetta JohnsonVice President0.5$0

Address and contacts

Address (IRS master file)
PO BOX 24055, OAKLAND, CA 94623-1055
In care of
% ANTHONY UKENA
Signed the 990-EZ
Sherry Sarcos, President
Phone
(510) 287-1117
Return prepared by
Fontanello Duffield & Otake LLP

Mission

The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • 2024 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship, unity, and mutual support among District employees through:Sponsorship of social and recreational activities;Expressions of sympathy or goodwill to members who experience illness or hardship;Acknowledgment of members at retirement; andPromotion of community-based recreational opportunities by negotiating group rates and extending special discounts to UDEA members.UDEA negotiates discounted group pricing for eligible activities and uses revenue from membership dues to further reduce costs for participants. UDEA discounts are available to current members, their families, and former lifetime members (retired employees who were members of UDEA for at least five years during active service). All functions are planned and staffed by UDEA volunteers. Membership dues represent the primary source of revenue and are used almost entirely to subsidize activities. The principal activities for calendar year 2024 are summarized below: Employee Bi-Annual PicnicHistorically, the biennial summer picnic has been UDEAs most resource- intensive event and the largest single expenditure. The picnic brings together employees, retirees, and families in a social, non-work setting. Because the most recent picnic occurred in July 2024 planning for the next biennial picnic, which is scheduled for Summer 2026, began in January 2025. The District has indicated it intends to provide a $20,000 contribution toward this joint UDEA/EBMUD event. Childrens Holiday PartyIn December 2024, UDEA held its Annual Childrens Holiday Party for employees children and grandchildren between the ages of 1 and 12. Each child received a small gift. The party is a major highlight of the year and supports fellowship and connection among families. Volunteers selected toys, wrapped gifts, decorated the venue, and facilitated entertainment and activities. Toys were purchased in bulk at discounted rates. Additional toys were made available for purchase at cost (no markup) to UDEA families. All proceeds are retained solely to fund the following years toy purchases. Sympathy, Get Well & CongratulationsWhen a member experiences a hardship such as extended illness or a death in the family, UDEA sends a sympathy or goodwill card on behalf of the membership. This effort is coordinated by a volunteer. Year-Round Member DiscountsThroughout the year, UDEA arranges family-oriented discount ticket opportunities. These activities are sold to members at cost, with no profit to UDEA. Common offerings include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Winchester Mystery House, monthly Employee Appreciation events, and movie ticket programs. Corporate Discount ProgramsFor certain vendor partnerships, UDEA distributes discount codes or purchasing links that allow members to work directly with the provider. These discounts do not require subsidy. Examples include UC Berkeley Athletics, participating ski resorts, Disneyland, California Academy of Sciences, and discounted rates for cell phone service, vehicles, and Dell Computers. Special EventsUDEA also coordinates special event access and reserved seating blocks for unique entertainment or sporting events. These are volunteer-coordinated and made available at discounted group rates. In 2024, these offerings included professional sports games, the Breeders Cup event at Golden Gate Fields, theatre productions, circuses, Monster Jam, and Academy of Sciences programming. Sponsored Athletic & Wellness ActivitiesUDEA sponsored golf tournaments and reestablished a co-ed softball team in a local Oakland league. UDEA also subsidized participation in the East Bay Municipal Utility Districts September coastal clean-up event, promoting community involvement and environmental stewardship. UDEA provided branded hats to participating members. In 2025 and onwards, UDEA intends to subsidize the EBMUD Mudragons Dragon Boat team which will consist of District employees who are also UDEA members.
    Expenses $92,302

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
80-0632851
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2010
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J40)
Assets (IRS master file)
$48,918
Income (IRS master file)
$76,105

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024–––IRS
990-EZDecember 2023$74,521$109,129$65,890IRS
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about UTILITY DISTRICT EMPLOYEES ASSOCIATION

What is the EIN of UTILITY DISTRICT EMPLOYEES ASSOCIATION?
The employer identification number (EIN) of UTILITY DISTRICT EMPLOYEES ASSOCIATION is 80-0632851.
Is UTILITY DISTRICT EMPLOYEES ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2010.
Are donations to UTILITY DISTRICT EMPLOYEES ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTILITY DISTRICT EMPLOYEES ASSOCIATION 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 UTILITY DISTRICT EMPLOYEES ASSOCIATION 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 UTILITY DISTRICT EMPLOYEES ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of UTILITY DISTRICT EMPLOYEES ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does UTILITY DISTRICT EMPLOYEES ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $76,105, expenses of $93,077 and total assets of $48,918 at year end.

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