TY 2019 Form 990EZ

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 2019 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship and unity among the employees of the District through: the sponsorship of social recreational activities; the sympathy and good wishes to members who suffer misfortune; the acknowledgement of members who retire; and the promotion of recreational activities of interest in the community by providing special rates and discounts that may be available through UDEA membership.UDEA negotiates group rates for various activities and then uses revenues from membership dues to further reduce the cost of these activities. UDEA offers these discounts available to members, former lifetime members (retired UDEA members who were a part of UDEA for over 5 years while actively employee with the District) and their families. All functions run by UDEA are performed by UDEA members who volunteer their services.UDEA Membership dues, which comprises of most of UDEAs revenue are used to subsidize activities. The primary activities are summarized below: Employee Bi-Annual Picnic This is UDEAs most resource intensive activity and was the primary source of revenues in 2019. It is held biannually for employees, retirees and families, usually during the month of August, providing an opportunity for fellow employees to spend more time together in a fun, social non-work setting. In 2019, UDEA set aside 20,000 in reserves in order to have $40K available for the 2020 Tailgate Party at the Oakland Coliseum prior to an Oakland As baseball game. As a part of this Biennial event UDEA will hold various activities prior to the baseball game which included a BBQ style lunch with refreshments and dessert and included baseball tickets for each participant to see the Oakland As baseball game that day. In 2020, the Organization had anticipated a larger contribution from EBMUD. However, due to the COVID-19 outbreak in mid March 2020, this anticipated event will be set aside until further notice with an expectation that the event will be held in August 2021.Children's Holiday Party In 2019, the Childrens Holiday Party was also a major component of UDEAs expenditures. For employees with children / grandchildren between the ages of 1 to 12, the UDEA Childrens Holiday Party was held in December which small gifts provided for each child. This was the second major highlight of UDEAs activities in 2019 and was an important event that helped promote a family and fellowship among employees. The volunteer committee selected toys, gift wrapped them, set up the event, invited families, decorated the facility where the event was held, provided entertainment for the children and facilitated all activities. Toys were purchased in bulk at discount rates. Additional toys were sold to members with children / grandchildren at the discounted rate. UDEA does not make a profit on these sales and uses the proceeds for the subsequent years Childrens Holiday party. Sympathy, Get Well and CongratulationsWhen a member has a hardship, such as an extended illness or a death in the family, UDEA sends a sympathy card to the family on behalf of fellow UDEA members. This is done by a volunteer coordinator.Events throughout the year These activities happen throughout the year where UDEA volunteers obtain discounts for members for ticketed events. They are family oriented activities to help strengthen family ties. The UDEA does not make any profit on these sales. They include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Monterey Bay Aquarium, Winchester Mystery House and Movie TicketsCorporate DiscountsThe UDEA arranges discount tickets without a subsidy for some activities of general interest. Members are provided web sites or phone numbers and then deal directly with the providers. These include UC Basketball, Participating Ski Resorts, Disneyland, California Academy of Sciences and discounts on Cell phone, Automobile purchases and Dell Computers.Special EventsThe UDEA arranges for special discounts and a block of seats for entertainment and sporting events during the year. Handled by a volunteer coordinator these special discounted tickets are sold to members and their families. Events in 2019 included professional sports games; horse races; theatre productions; circuses; Monster Jam, fishing expeditions; Garlic Festival field trip, and discounted visits to the Academy of Sciences. Sponsored Athletic Events UDEA sponsored (8) golf tournaments, a softball league, a fishing trip, float trip and a weight loss group aimed at assisting members wanting to improve their health. In 2019, UDEA also held a coastal clean-up event in September 2019 to promote a group activity to improve the environment. UDEAs contribution to this event included t-shirts issued to UDEA members who volunteered as a part of this activity. (Grants $ 53,585) If this amount includes foreign grants, check here ...			28a
29 (Grants $ ) If this amount includes foreign grants, check here ...			29a
30 (Grants $ ) If this amount includes foreign grants, check here ...			30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	53,585

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Dorothy Collier President	0.50	0
Anthony Ukena Treasurer	1.00	0
Danielle Brooke Secretary	0.50	0
Janetta Johnson Vice President	0.50	0

(a) Name and title

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans, and
deferred compensation

(e) Estimated amount
of other compensation

Dorothy Collier

President

0.50

Anthony Ukena

Treasurer

1.00

Danielle Brooke

Secretary

0.50

Janetta Johnson

Vice President

0.50

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Revenue.1	Miscellaneous Revenue $60
Other Expenses.1	Sporting Event Ticket Expenses $13215
Other Expenses.2	UDEA Holiday Parties $11612
Other Expenses.3	Theater Show Expenses $9878
Other Expenses.4	Amusement Park Accounts $7582
Other Expenses.5	UDEA Member Benefits - Direct $3598
Other Expenses.6	Athletic Activities Expenses $2818
Other Expenses.7	UDEA Member Benefits - Picnic $2176
Other Expenses.8	Special Activities Expenses $1590
Other Expenses.9	Candy Sales Expenses $958
Other Expenses.10	Administration $560
Other Expenses.11	Movie Tickets Expenses $158
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379

Return Reference

Explanation

Other Revenue.1

Miscellaneous Revenue $60

Other Expenses.1

Sporting Event Ticket Expenses $13215

Other Expenses.2

UDEA Holiday Parties $11612

Other Expenses.3

Theater Show Expenses $9878

Other Expenses.4

Amusement Park Accounts $7582

Other Expenses.5

UDEA Member Benefits - Direct $3598

Other Expenses.6

Athletic Activities Expenses $2818

Other Expenses.7

UDEA Member Benefits - Picnic $2176

Other Expenses.8

Special Activities Expenses $1590

Other Expenses.9

Candy Sales Expenses $958

Other Expenses.10

Administration $560

Other Expenses.11

Movie Tickets Expenses $158

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2
3	Membership dues and assessments .............................	3	72,278
4	Investment income ....................................	4	4
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8	60
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	72,342

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	17,679
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	43,383
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20	437
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	61,499

Sign Here

	Signature of officer	Date

	Type or print name and title

Software ID:	19009920
Software Version:	2019v5.0

Software ID:	19009920
Software Version:	2019v5.0

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	518
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15
16	Other expenses (describe in Schedule O) ...................	16	54,145
17	Total expenses. Add lines 10 through 16 .................	17	54,663