Nonprofit Corporation Member Books and Records Inspection in Utah
At a glance
| Eligible member and corporation | Utah nonprofit member, including a voting-trust beneficial owner or other proven beneficial owner (§ 16-6a-1602(4)) |
|---|---|
| Routine records | Principal-office articles, bylaws, member resolutions/communications/minutes, leaders, latest report and recent financials; still subject to purpose test (§§ 16-6a-1601(5), -1602(1),(3)) |
| Purpose-conditioned records | All inspected records require good faith and proper purpose; other action, accounting and member records form second access tier (§§ 16-6a-1601(1)–(3), -1602(2)–(3)) |
| Demand form and notice | Written demand at least five business days ahead for both tiers, describing purpose and records with reasonable particularity (§ 16-6a-1602(1)–(3)) |
| Purpose, tenure, and connection | Good faith, purpose reasonably related to member interest, particularity and direct connection for both tiers; no stated tenure threshold (§ 16-6a-1602(3)–(4)) |
| Place, representatives, and delivery | Regular hours; principal office for listed records, corporation-specified reasonable place for other records; agent/attorney same rights; list may be furnished (§§ 16-6a-1602(1)–(2), -1603(1),(4)) |
| Copies, conversion, and cost | Reasonable photographic, xerographic, electronic or other copies; convertible records; copying charge capped at estimated production/reproduction cost, except financial statement route (§§ 16-6a-1601(4), -1603(2)–(3), -1606) |
| Member list and confidentiality | Board consent required for unrelated, commercial, sale, or specified money-solicitation use; separate meeting/ballot list access and court route (§§ 16-6a-710, -1605) |
| Financial statements | On any member’s written request, mail most recent annual and published financials, if any, within 15 days; recent annual statements also in principal-office records (§§ 16-6a-1601(5)(i), -1606) |
| Court remedy and special rules | Title 78A court may summarily order access; costs and counsel fees absent proved good-faith reasonable doubt, discretionary damages and restrictions; articles/bylaws cannot limit right (§§ 16-6a-1602(5), -1604) |
Requirements one by one
Who can demand and which records
Section 16-6a-1602(4) includes a voting-trust beneficial owner and another beneficial owner who establishes beneficial ownership. Section 16-6a-1601(5) lists the principal-office records, including the articles, bylaws, recent member minutes and communications, and specified recent financial statements. Section 16-6a-1602(2) adds other meeting/action records, accounting records, and the member record at a reasonable location selected by the corporation. Although the records are in two location tiers, subsection (3) expressly applies its good-faith proper-purpose, particularity, and direct-connection conditions to both tiers.
Copies and costs
Section 16-6a-1603(1) gives an agent or attorney the member’s rights. Under subsection (2), reasonable copying can use photographic, xerographic, electronic, or other means. The ordinary labor/material copying charge cannot exceed estimated production and reproduction cost; § 16-6a-1603(3) excepts the separate § 16-6a-1606 financial-statement request. Section 16-6a-1601(4) allows another record form if it can be converted into writing within a reasonable time.
Financial statements and court relief
Section 16-6a-1606 requires the corporation, within 15 days of any member’s written request, to mail its most recent annual and published financial statements, if any, showing reasonably detailed assets, liabilities, and operating results. Under § 16-6a-1604, a court with Title 78A jurisdiction may summarily order inspection following a qualifying refusal. When it orders access, costs and reasonable counsel fees follow unless the corporation proves a good-faith refusal based on reasonable doubt about the right; damages and use restrictions are discretionary.
What trips people up
Section 16-6a-1605 restricts use of a membership list without board consent, including unrelated or commercial purposes and sale. The separate meeting or written-ballot list in § 16-6a-710 has its own availability window and petition route, while copying still invokes the inspection-purpose test. Section 16-6a-1602(5) prevents articles or bylaws from abolishing or limiting the statutory inspection right.
Common questions
Must the corporation let the member inspect at any chosen place? No. Section 16-6a-1602(1) places the first tier at the principal office, and subsection (2) lets the corporation specify a reasonable place for the other records.
Can a requested member list be supplied instead of opened for inspection? Yes. Section 16-6a-1603(4) permits a compliant list compiled no earlier than the demand date.
Statutes and sources
- § 16-6a-710: “A member entitled to vote at the meeting, or an agent or attorney of a member entitled to vote at the meeting, is entitled on written demand to inspect” the meeting list subject to stated conditions. Official text, accessed 2026-10-02.
- § 16-6a-1601: “A nonprofit corporation shall keep a copy of each of the following records at its principal office:” Official text, accessed 2026-10-02.
- § 16-6a-1602: “A director or member may inspect and copy the records described in Subsections (1) and (2) only if:” the listed conditions are met. Official text, accessed 2026-10-02.
- § 16-6a-1603: “The charge may not exceed the estimated cost of production and reproduction of the records.” Official text, accessed 2026-10-02.
- § 16-6a-1604: “the court may summarily order the inspection or copying of the records demanded at the nonprofit corporation's expense on an expedited basis.” Official text, accessed 2026-10-02.
- § 16-6a-1605: “a membership list or any part of a membership list may not be obtained or used by any person for any purpose unrelated to a member's interest as a member.” Official text, accessed 2026-10-02.
- § 16-6a-1606: “By no later than 15 days after the day on which the nonprofit corporation receives a written request of any member, a nonprofit corporation shall mail to the member” the specified statements. Official text, accessed 2026-10-02.
Source links
Every statute quoted above, linked, with the date we checked it.
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