UTAH 1033 FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UTAH 1033 FOUNDATION (EIN 27-4096784)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349305232
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T12:47:01-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270009934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOUNTAIN TAX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11821 SIDEWINDER DR STE 3AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274096784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UTAH 1033 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUTAHBusinessNameControlTxt
Phone8018101033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8018101033PhoneNum
Signature2024-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastKAUFMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE B DANILOFFPreparerPersonNm
PTINP00245727PTIN
Phone4356580300PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UTAH 1033 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTORE STEENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$124,176GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UTAH1033.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE UTAH 1033 FOUNDATION RAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$175,046PYContributionsGrantsAmt
CY Contributions Grants$111,629CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$12,547CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$175,046PYTotalRevenueAmt
CY Total Revenue$124,176CYTotalRevenueAmt
PY Grants And Similar Paid$15,679PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,960CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$78,388PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$82,457CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,686CYTotalFundraisingExpenseAmt
PY Other Expenses$8,517PYOtherExpensesAmt
CY Other Expenses$9,218CYOtherExpensesAmt
PY Total Expenses$102,584PYTotalExpensesAmt
CY Total Expenses$107,635CYTotalExpensesAmt
PY Revenues Less Expenses$72,462PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,541CYRevenuesLessExpensesAmt
Total Assets BOY$549,792TotalAssetsBOYAmt
Total Assets EOY$571,332TotalAssetsEOYAmt
Total Liabilities EOY$4,999TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$549,792NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$566,333NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UTAH 1033 FOUNDATION RAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSEE OTHERDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$50,758ExpenseAmt
Grant$15,960GrantAmt
DescRAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$50,758TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$15,960TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$50,758TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID KAUFMANPersonNm
Phone8018101033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRt
TORE STEEN
CHAIRMANYes (X)$0$0$0
DAVE EDMUNDS
DIRECTORYes (X)$0$0$0
WADE CARPENTER
DIRECTORYes (X)$0$0$0
TERRY KEEFE
DIRECTORYes (X)$0$0$0
STEPHEN TAYLOR
DIRECTORYes (X)$0$0$0
DAVID KAUFMAN
PRESIDENTYes (X)$82,457$0$040.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$82,457TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$111,629AllOtherContributionsAmt
Total Contributions$111,629TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,547TotalRevenueColumnAmt
Exclusion$12,547ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$124,176TotalRevenueColumnAmt
Exclusion$12,547ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,960TotalAmt
Program Services$15,960ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$82,457TotalAmt
Program Services$32,295ProgramServicesAmt
Management And General$17,867ManagementAndGeneralAmt
Fundraising$32,295FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,980TotalAmt
Management And General$2,980ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,462TotalAmt
Program Services$540ProgramServicesAmt
Management And General$23ManagementAndGeneralAmt
Fundraising$899FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,582TotalAmt
Program Services$585ProgramServicesAmt
Management And General$333ManagementAndGeneralAmt
Fundraising$664FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,229TotalAmt
Program Services$594ProgramServicesAmt
Management And General$594ManagementAndGeneralAmt
Fundraising$41FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,965TotalAmt
Program Services$784ProgramServicesAmt
Management And General$394ManagementAndGeneralAmt
Fundraising$787FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$107,635TotalAmt
Program Services$50,758ProgramServicesAmt
Management And General$22,191ManagementAndGeneralAmt
Fundraising$34,686FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$525,028BOYAmt
EOY$561,050EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,764BOYAmt
EOY$10,282EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$549,792BOYAmt
EOY$571,332EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$4,999EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,999EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$390,212BOYAmt
EOY$441,753EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,580BOYAmt
EOY$124,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$549,792BOYAmt
EOY$566,333EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$549,792BOYAmt
EOY$571,332EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,541ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$182,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$247,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,046CurrentTaxYearMinus1YearAmt
Current Tax Year$111,629CurrentTaxYearAmt
Total$895,628TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$182,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$247,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,046CurrentTaxYearMinus1YearAmt
Current Tax Year$111,629CurrentTaxYearAmt
Total$895,628TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$895,628PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$12,547CurrentTaxYearAmt
Total$12,547TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$12,547CurrentTaxYearAmt
Total$12,547TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$182,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$247,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$175,046CurrentTaxYearMinus1YearAmt
Current Tax Year$124,176CurrentTaxYearAmt
Total$908,175TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98620PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
GEORGE BLUE$5,000
ZANDER BROWN E$5,000
MS. ALYSSA BUCK$5,000
AWARDS CEREMONY$960

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DRAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST

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