Nonprofit · EIN 87-0545199
UTAH WINTER FINANCE CONFERENCE
Tax-exempt · SALT LAKE CTY, UT 84112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $74,059 | $79,773 | -$5,714 | $30,759 | – | $30,759 |
| July 31, 2024 | 990-EZ | $71,886 | $65,644 | $6,242 | $36,473 | – | $36,473 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Program service revenue
- $74,045
- Investment income
- $14
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,500
- Printing, publications and postage
- $1,900
- Other expenses
- $76,373
- Program services (functional)
- $78,274
Balance sheet and other
- Total assets, start of year
- $36,473
- Total assets, end of year
- $30,759
- Total liabilities, end of year
- –
- Net assets, end of year
- $30,759
- Cash, savings and investments
- $30,759
- Gross receipts
- $74,059
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S SCHALLHEIM | Trustee | 1.75 | $0 |
| AVNER KALAY | Trustee | 2 | $0 |
| JENNIFER MCCONNELL | Foundation Mgr. | 0 | $0 |
990-EZ for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES S SCHALLHEIM | Trustee | 3.5 | $0 |
| AVNER KALAY | Trustee | 3.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1655 E CAMPUS CENTER DR, SALT LAKE CTY, UT 84112-8939
- Mailing address (990-N for 2022)
- 1655 E CAMPUS CENTER DRIVE, SALT LAKE CITY UT 84112
- Principal officer (990-N for 2022)
- JAMES SCHALLHEIM, 1655 E CAMPUS CENTER DRIVE, SALT LAKE CITY UT 84112
- Signed the 990-EZ
- JAMES SCHALLHEIM, Trustee
- Phone
- (801) 671-3754
- Website
- WWW.UTAHWFC.ORG
- Return prepared by
- WEAVER CALL & HOUSE LC
Mission
TO HOLD AN ANNUAL CONFERENCE THAT SHOWCASES 10 ACADEMIC RESEARCH PAPERS THAT ARE EXTREMELY WELL DONE AND ADVANCE THE KNOWLEDGE OF OUR FIELD.
Program accomplishments
- OUR PURPOSE IS TO HOLD ONE ACADEMIC CONFERENCE EACH YEAR. WE SELECT 10 PAPERS IN THE FALL FOR PRESENTATIONS TO TAKE PLACE THE FOLLOWING FEBRUARY. THE UWFC IS EXTREMELY PRESTIGIOUS, IT HAS BEEN RANKED THE TOP ACADEMIC FINANCE CONFERENCE IN THE WORLD, SO TOP SCHOLARS ARE PRESENTING AND DISCUSSING THE 10 PAPERS. WE USUALLY HAVE BETWEEN 75 AND 90 CONFERENCE ATTENDEES EACH YEAR.Expenses $78,274
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 87-0545199
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $30,759
- Income (IRS master file)
- $74,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $74,059 | $79,773 | $30,759 | XML |
| 990-EZ | July 2024 | $71,886 | $65,644 | $36,473 | XML |
| 990-N for 2022 Officer: JAMES SCHALLHEIM | July 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: James Schallheim | July 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: JAMES SCHALLHEIM | July 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: JAMES SCHALLHEIM | July 31, 2019 | ≤ $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 87-0545199).
Questions about UTAH WINTER FINANCE CONFERENCE
- What is the EIN of UTAH WINTER FINANCE CONFERENCE?
- The employer identification number (EIN) of UTAH WINTER FINANCE CONFERENCE is 87-0545199.
- Is UTAH WINTER FINANCE CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to UTAH WINTER FINANCE CONFERENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UTAH WINTER FINANCE CONFERENCE 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 WINTER FINANCE CONFERENCE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTAH WINTER FINANCE CONFERENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
- Who is the principal officer of UTAH WINTER FINANCE CONFERENCE?
- The 990-N for 2022 names JAMES SCHALLHEIM.
- Who are the officers and directors of UTAH WINTER FINANCE CONFERENCE?
- The 990-EZ for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does UTAH WINTER FINANCE CONFERENCE have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $74,059, expenses of $79,773 and total assets of $30,759 at year end.
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