UTAH 1033 FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UTAH 1033 FOUNDATION (EIN 27-4096784)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-17
IRS object ID
202031699349301413
Schema version
2019v5.0
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)
Return2020-06-17T13:56:37-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE B DANILOFFPreparerPersonNm
PTINP00245727PTIN
Phone4356580300PhoneNum
Preparation2020-06-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.33.168.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-17IPDt
IP Tm13:56:37IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6107581B4185BD972CB496803A46856DF2365006AtSubmissionCreationDeviceId
At Submission Filing Device IdD0369949134F3D24014E91906B1EC76E191B47DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

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$179,341GrossReceiptsAmt
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 Independent0VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$202,594PYContributionsGrantsAmt
CY Contributions Grants$179,341CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$7,100PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$195,494PYTotalRevenueAmt
CY Total Revenue$179,341CYTotalRevenueAmt
PY Grants And Similar Paid$42,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,740CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,691PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,819CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$37,917CYTotalFundraisingExpenseAmt
PY Other Expenses$66,378PYOtherExpensesAmt
CY Other Expenses$30,126CYOtherExpensesAmt
PY Total Expenses$174,569PYTotalExpensesAmt
CY Total Expenses$143,685CYTotalExpensesAmt
PY Revenues Less Expenses$20,925PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,656CYRevenuesLessExpensesAmt
Total Assets BOY$221,848TotalAssetsBOYAmt
Total Assets EOY$260,004TotalAssetsEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$216,848NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$252,504NetAssetsOrFundBalancesEOYAmt
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$88,360ExpenseAmt
Grant$47,740GrantAmt
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$88,360TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$47,740TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$88,360TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
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)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$91,671GovernmentGrantsAmt
All Other Contributions$87,670AllOtherContributionsAmt
Noncash Contributions$16,610NoncashContributionsAmt
Total Contributions$179,341TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,341TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,740TotalAmt
Program Services$47,740ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$65,819TotalAmt
Program Services$25,836ProgramServicesAmt
Management And General$14,147ManagementAndGeneralAmt
Fundraising$25,836FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$900TotalAmt
Fundraising$900FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,335TotalAmt
Management And General$2,335ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,367TotalAmt
Program Services$13,027ProgramServicesAmt
Management And General$24ManagementAndGeneralAmt
Fundraising$5,316FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,131TotalAmt
Program Services$483ProgramServicesAmt
Management And General$540ManagementAndGeneralAmt
Fundraising$1,108FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Fundraising$2,500FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,084TotalAmt
Program Services$551ProgramServicesAmt
Fundraising$1,533FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,809TotalAmt
Program Services$723ProgramServicesAmt
Management And General$362ManagementAndGeneralAmt
Fundraising$724FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$143,685TotalAmt
Program Services$88,360ProgramServicesAmt
Management And General$17,408ManagementAndGeneralAmt
Fundraising$37,917FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$218,138BOYAmt
EOY$255,174EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,710BOYAmt
EOY$4,830EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$221,848BOYAmt
EOY$260,004EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$7,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$7,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,848BOYAmt
EOY$142,744EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$109,760EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$216,848BOYAmt
EOY$252,504EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$221,848BOYAmt
EOY$260,004EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$35,656ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$202,594CurrentTaxYearMinus1YearAmt
Current Tax Year$179,341CurrentTaxYearAmt
Total$910,688TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,114CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$202,594CurrentTaxYearMinus1YearAmt
Current Tax Year$179,341CurrentTaxYearAmt
Total$910,688TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$910,688PublicSupportTotal170Amt
Total Support$910,688TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
MALLORY ADAMSON$2,500
MALLORY BLUE$2,500
ANNIE MARKLUND$2,500
MCKAYLA BERGSJO$2,500
SOUTHERN UTAH UNIVERSITY$2,500
RACQUEL WHATCOTT$2,500
JOSEPHINA LEALAITAFEA$2,500
BRITLEE BARKER$2,500
MEGAN BARTSCHI$2,500
FALLEN OFFICER FUND-SHINN$25,000
FAMILY EDUCATION FUND$240

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 11GPUBLIC AWARENESS 8,080 0 0 SUPPLIES 4,379 24 4,866 MISC 568 0 450 TOTAL 13,027 24 5,316

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