UTAH FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-14
- IRS object ID
- 201931659349301023
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T15:32:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460952065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAW & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1564 SOUTH 500 WEST SUITE 201 | AddressLine1Txt |
| City | BOUNTIFUL | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840107400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870199245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTAH | BusinessNameControlTxt |
| Phone | 8013551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 387 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841100387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER REICHARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8013551400 | PhoneNum |
| Signature | 2019-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN R SHAW CPA CFE CGMA | PreparerPersonNm |
| PTIN | P00081558 | PTIN |
| Phone | 8012943155 | PhoneNum |
| Preparation | 2019-06-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.243.4.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-14 | IPDt |
| IP Tm | 15:32:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27B959B6E57BD0EFF7EA62E13F272D78F879BC9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9301FD0E4E8419C146C7ADB727606977EBA98C5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER REICHARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S STATE ST 444 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841111758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $590,435 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UTAHFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | UT | LegalDomicileStateCd |
| Activity Or Mission | UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 63 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $401,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $472,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $125,692 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,915 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9 | PYInvestmentIncomeAmt |
| CY Investment Income | $92 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $526,798 | PYTotalRevenueAmt |
| CY Total Revenue | $590,435 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $503,582 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $472,646 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,898 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,551 | PYOtherExpensesAmt |
| CY Other Expenses | $77,058 | CYOtherExpensesAmt |
| PY Total Expenses | $605,133 | PYTotalExpensesAmt |
| CY Total Expenses | $549,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$78,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,731 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,617 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,943 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $482,680 | ExpenseAmt |
| Revenue | $117,915 | RevenueAmt |
| Desc | SEE SCHEDULE O LOOKING BACK OVER 2018, UTAH FOUNDATION HAD ONE OF THE MOST PRODUCTIVE YEARS IN THE ORGANIZATION'S SEVEN-DECADE HISTORY. WE ISSUED 12 PUBLIC RELEASES: 11 MAJOR REPORTS AND ONE BRIEF. WE PUBLISHED OP-EDS ONCE PER MONTH AND BEGAN MAKING OUR PODCASTS A MONTHLY AFFAIR. THE NEWS MEDIA COVERED OUR WORK MORE THAN 100 TIMES. AND WE WON TWO NATIONAL AWARDS FOR OUR RESEARCH. MEANWHILE, THANKS TO THE GENEROSITY OF OUR MANY SUPPORTERS, WE ENDED THE YEAR ON A STRONG FINANCIAL FOOTING. WE STAGED THREE BREAKFAST BRIEFINGS, AND OUR ANNUAL LUNCHEON WAS PRESENTED TO A SELL-OUT CROWD. FINALLY, TO CHART A COURSE FOR THE FUTURE, TRUSTEES AND STAFF COLLABORATED TO CREATE THE UTAH FOUNDATION 2025 STRATEGIC PLAN. THE HEALTH COST SERIES: A NATIONAL AWARD WINNER IN OUR QUADRENNIAL UTAH PRIORITIES SURVEY, WE LEARNED THAT THE NO. 1 CONCERN OF UTAHNS WAS HEALTH CARE; CITIZENS WERE PARTICULARLY CONCERNED ABOUT COSTS. IN RESPONSE, IN 2018 WE COMPLETED THE THREE-PART UTAH HEALTH COST SERIES. THE SERIES WAS SUPPORTED BY AN ONLINE VIDEO EXPLAINING THE FINDINGS; BLOG POSTS, BOTH ON OUR WEBSITE AND ON THE GARDNER POLICY INSTITUTE WEBSITE; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND OP-ED ARTICLES PUBLISHED IN THE SALT LAKE TRIBUNE AND DESERET NEWS. RESEARCH ANALYST SAM BRUCKER WAS THE PRINCIPAL AUTHOR OF THE SERIES, WHICH WAS SUPPORTED IN PART WITH A GRANT FROM THE GEORGE S. AND DOLORES DOR ECCLES FOUNDATION. AT ITS ANNUAL CONFERENCE HELD IN DETROIT DURING THE SUMMER, THE NATIONAL GOVERNMENTAL RESEARCH ASSOCIATION RECOGNIZED THE SERIES WITH ITS 2018 MOST DISTINGUISHED RESEARCH AWARD. ANOTHER NATIONAL AWARD-WINNER: THE TAX POLICY SERIES IN 2018, WE PRESENTED A THREE-PART UTAH TAX POLICY SERIES. THE SERIES WAS SUPPORTED BY A BRIEF ON THE INCOME TAX DURING THE LEGISLATIVE SESSION; AN INCOME TAX CALCULATOR TOOL SHOWING CITIZENS HOW THE CHANGES IN THE INCOME TAX AFFECT THEM; AN ONLINE VIDEO EXPLAINING OUR FINDINGS; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND THREE OP-ED ARTICLES IN THE SALT LAKE TRIBUNE AND DESERET NEWS. THE INCOME TAX REPORT IN PARTICULAR STIRRED DISCUSSION BY REVEALING THAT THE CHANGES WOULD QUIETLY RESULT IN STATE TAX DECREASES FOR WEALTHIER HOUSEHOLDS - BUT INCREASES FOR LARGE, MIDDLE-CLASS FAMILIES. THIS LED TO PUBLIC OUTCRY, CHATTER ON TALK RADIO, AN EDITORIAL IN THE SALT LAKE TRIBUNE - AND, ULTIMATELY, AMENDMENTS FROM THE LEGISLATURE TO ADDRESS THE ISSUE. THE SALES TAX REPORT, MEANWHILE, HAS BEEN INSTRUMENTAL IN RECENT PUBLIC DISCUSSIONS OVER WHETHER TO EXPAND THE BASE; IN THE COMING MONTHS, THE LEGISLATURE IS EXPECTED TO CONSIDER MAJOR REFORMS ON THAT FRONT. RESEARCH ANALYST CHRISTOPHER COLLARD WAS THE PRINCIPAL AUTHOR OF THE SERIES. THE TAX POLICY SERIES ALSO WON A NATIONAL AWARD THIS SUMMER, FOR MOST EFFECTIVE EDUCATION. IN FACT, UTAH FOUNDATION WON NATIONAL AWARDS IN TWO OUT OF THE GOVERNMENTAL RESEARCH ASSOCIATION'S THREE CATEGORIES - THE ONLY TWO CATEGORIES IN WHICH UTAH FOUNDATION WAS ELIGIBLE TO MAKE ENTRIES. LAUNCHING THE 2018-19 EDUCATION SPENDING SERIES IN 2018 WE LAUNCHED OUR ONGOING K-12 EDUCATION SPENDING SERIES, WITH TWO REPORTS NOW OUT. THE SERIES SO FAR HAS BEEN SUPPORTED BY A PRESENTATION TO THE SALT LAKE CHAMBER; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND AN OP-ED ARTICLE IN THE SALT LAKE TRIBUNE. THE STATE PLANS TO UPGRADE ITS COST TRANSPARENCY IN RESPONSE TO SIMPLE ARITHMETIC? (FEBRUARY), THE FIRST REPORT. THE SECOND REPORT, A LEVEL PLAYING FIELD? (AUGUST) ADDRESSED FUNDING FOR SPECIAL NEEDS STUDENTS, A PRIORITY FUNDING AREA IN THE GOVERNOR'S 2019 BUDGET PROPOSAL. THANKS TO THE LAWRENCE T. & JANET T. DEE FOUNDATION AND THE BRENT AND BONNIE JEAN BEESLEY FOUNDATION FOR PROVIDING GRANTS TO HELP FUND THE TWO REPORTS. THE SERIES WILL YIELD TWO MORE REPORTS IN 2019. THE QUALITY OF LIFE SURVEY: BIGGER AND BETTER EVERY FEW YEARS, WE CONDUCT OUR QUALITY OF LIFE SURVEY AND ISSUE A REPORT. THIS TIME, WE EXPANDED THE RANGE OF QUESTIONS AND ISSUED TWO REPORTS, WITH THE SECOND REPORT FOCUSED ON HOUSING AFFORDABILITY CONCERNS. THE SERIES WAS SUPPORTED BY A PODCAST, INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA, AND OP-ED ARTICLES IN BOTH THE SALT LAKE TRIBUNE AND DESERET NEWS. THANKS TO INTERMOUNTAIN HEALTHCARE FOR ASSISTING AND LIGHTHOUSE RESEARCH FOR CO- SPONSORING. THANKS ALSO TO WASATCH FRONT REGIONAL COUNCIL AND WEBER, DAVIS AND SALT LAKE COUNTIES FOR SUPPORTING OVERSAMPLING SURVEY WORK AND CUSTOMIZED LOCAL REPORTS. MENTAL HEALTH: AN EMERGING AREA OF EXPLORATION AN EMERGING LINE OF RESEARCH FOR UTAH FOUNDATION PERTAINS TO MENTAL HEALTH. IN OCTOBER, WE RELEASED OUR REPORT ON SUICIDE IN UTAH AND THE MOUNTAIN STATES. THAT REPORT WAS SUPPORTED BY A PRESENTATION AT A SUICIDE PREVENTION CONFERENCE AT UVU; OUTREACH TO POLICYMAKERS; A PODCAST; AND INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA. THANKS TO THE SORENSON LEGACY FOUNDATION AND THE MCCARTHEY FAMILY FOUNDATION FOR FUNDING THE STUDY. A SECOND REPORT, RETHINKING REHABILITATION (DECEMBER), FOCUSED ON DRUG REHABILITATION IN THE CRIMINAL JUSTICE SYSTEM. THE REPORT HAS RECEIVED SIGNIFICANT MEDIA ATTENTION, INCLUDING A DESERET NEWS EDITORIAL ADDRESSING ITS FINDINGS. THANKS TO THE SEMNANI FAMILY FOUNDATION FOR MAJOR GRANT SUPPORT. CONSULTING WORK AS PART OF ITS PORTFOLIO, UTAH FOUNDATION CONDUCTS CONSULTING WORK AND PROJECTS COMMISSIONED BY PUBLIC AND PRIVATE ENTITIES. THE WORK COMPLETED IN 2018 INDICATES THE VARIETY OF CONTRACT PROJECTS WE MIGHT UNDERTAKE IN A GIVEN YEAR. THEY INCLUDED: AN ECONOMIC IMPACT STUDY ON THE AGGREGATES INDUSTRY; A COMMUNITY ASSESSMENT FOR A REGIONAL UNITED WAY OFFICE; AND A SURVEY OF LOCAL GOVERNMENTS FOR THE UTAH LEAGUE OF CITIES AND TOWNS. EXPANDING OUR REACH, PLANNING FOR GROWTH STARTING LAST YEAR, WE BEGAN MAKING OUR "UTAH THRIVES" PODCAST A MORE REGULAR AFFAIR, AND DAN BAMMES IS NOW PRODUCING THEM ON A MONTHLY BASIS. SOME OF THEM ARE NOW TAKING ON A LONGER FORM THAN IN THE PAST. WE ALSO WROTE OP-ED COMMENTARIES HIGHLIGHTING OUR WORK ON A MONTHLY BASIS, PRIMARILY FOR THE DESERET NEWS AND THE SALT LAKE TRIBUNE. IN ADDITION, THIS YEAR WE BEGAN PRODUCING ONLINE VIDEOS SUMMARIZING OUR WORK. WE PRODUCED TWO THIS YEAR - ON HEALTH CARE AND TAXES. WE ALSO CREATED AN ONLINE TOOL TO HELP TAXPAYERS SEE THE EFFECTS OF 2018 REFORMS. FINALLY, WE COMPLETED OUR 2025 STRATEGIC PLAN, WHICH SET GOALS, STRATEGIES AND ACTIONS IN FIVE PRIORITY AREAS: ENSURING FINANCIAL STABILITY, EXPANDING OUTREACH TO POLICYMAKERS, CLARIFYING OUR IDENTITY, BUILDING OUR NAME RECOGNITION AND INCREASING OUR FOCUS ON LOCAL ISSUES. WE HAVE ALREADY BEGUN MAKING GOOD PROGRESS ON ALL OF THOSE FRONTS. OF COURSE, WE DEPEND ON OUR SUPPORTERS TO MAKE OUR WORK POSSIBLE, AND IN 2018 THEY STEPPED FORWARD IN A BIG WAY: UTAH FOUNDATION SAW AN INCREASE IN REVENUE OF ABOUT 13% OVER 2017. TOP 10 UTAH FOUNDATION FINDINGS OF 2018 1. DESPITE THE PERCEPTIONS OF MANY UTAHNS THAT LARGE PORTIONS OF EDUCATION SPENDING GO TOWARD ADMINISTRATIVE COSTS, ONLY 7% IS SPENT ON ADMINISTRATION - THE 13TH LOWEST PERCENTAGE IN THE NATION AND THE SECOND-LOWEST AMOUNT PER PUPIL. (TIE.) 1. DURING THE PAST 45 YEARS, UTAH HAS SEEN THE NATION'S SECOND BIGGEST DECLINE IN TAXABLE SALES AS A PROPORTION OF CONSUMER EXPENDITURES. (TIE.) 3.FOUR OF THE TOP-RANKED UTAH COUNTIES FOR SUICIDE ARE ALSO AMONG THE TOP FIVE FOR OPIOID PRESCRIPTIONS. 4.DESPITE IMPROVEMENTS IN THE ECONOMY, UTAHNS' PERCEPTIONS OF THEIR COMMUNITY QUALITY OF LIFE HAS DECLINED SINCE 2013 FROM A SCORE OF 73 TO 70. (TIE.) 4. WHEN ADJUSTING FOR INFLATION, UTAH HOMEOWNERS' MONTHLY COSTS HAVE DECREASED BY 10% SINCE 2007, WHILE RENTERS' COSTS HAVE INCREASED BY 14%. (TIE.) 6.ENROLLMENT IN HIGH-DEDUCTIBLE HEALTH INSURANCE PLANS IN UTAH INCREASED FROM 3% TO 30% DURING THE PAST DECADE. 7.UTAH FOUNDATION DETERMINED THE NET EFFECT OF FEDERAL AND STATE INCOME TAX CHANGES DISPROPORTIONATELY BENEFITED THE WEALTHY AT THE EXPENSE OF MIDDLE- INCOME HOUSEHOLDS WITH LARGE FAMILIES. THE LEGISLATURE LATER ACTED TO ADDRESS THE DISPARITY. 8.DESPITE PERCEPTIONS TO THE CONTRARY, UTAH'S TRUTH IN TAXATION LAW HAS NOT PREVENTED LOCAL GOVERNMENTS FROM KEEPING PACE WITH POPULATION GROWTH AND INFLATION. (TIE.) 8. IN UTAH, INDIVIDUALS WITH DISABILITIES MAKE UP LESS THAN 15% OF MEDICAID ENROLLMENT, BUT ACCOUNT FOR NEARLY HALF OF ALL SPENDING. (TIE.) 10. COMPARED WITH OTHER STATES, UTAH COMES UP SHORT IN ENGLISH LEARNER EDUCATIONAL SPENDING, PROVIDING ONLY ABOUT A 3% INCREASE IN COMBINED FEDERAL AND STATE FUNDING OVER BASE PER-PUPIL SPENDING. | Desc |
| Total Program Service Expenses | $482,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER REICHARD | PersonNm |
| Phone | 8013551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S STATE ST 444 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841111758 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRIAN AUTRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BUCHI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLTON CHRISTENSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN ELDREDGE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRYSON GARBETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY GRANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND HALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HITCH | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNALISA HOLCOMBE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT JENSEN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS LLOYD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY MENDHALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PARSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY POULSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA SHANJENGANGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WASHBURN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD WESTOVER | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NATHAN ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN JOHNSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER REICHARD | ||||||
| PRESIDENT | 40.00 | $133,205 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,205 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $264,228 | MembershipDuesAmt |
| All Other Contributions | $208,200 | AllOtherContributionsAmt |
| Total Contributions | $472,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| PROGRAM EVENTS | $63,000 | $63,000 |
| CONSULTING INCOME | $54,915 | $54,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,915 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92 | TotalRevenueColumnAmt |
| Exclusion | $92 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $590,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,915 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $92 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,204 | TotalAmt |
| Program Services | $99,903 | ProgramServicesAmt |
| Management And General | $6,660 | ManagementAndGeneralAmt |
| Fundraising | $26,641 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,815 | TotalAmt |
| Program Services | $216,561 | ProgramServicesAmt |
| Management And General | $4,665 | ManagementAndGeneralAmt |
| Fundraising | $589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,870 | TotalAmt |
| Program Services | $81,001 | ProgramServicesAmt |
| Management And General | $2,899 | ManagementAndGeneralAmt |
| Fundraising | $6,970 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,757 | TotalAmt |
| Program Services | $23,851 | ProgramServicesAmt |
| Management And General | $854 | ManagementAndGeneralAmt |
| Fundraising | $2,052 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,580 | TotalAmt |
| Management And General | $5,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,461 | TotalAmt |
| Program Services | $16,461 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,410 | TotalAmt |
| Program Services | $5,192 | ProgramServicesAmt |
| Management And General | $576 | ManagementAndGeneralAmt |
| Fundraising | $642 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,195 | TotalAmt |
| Program Services | $23,647 | ProgramServicesAmt |
| Management And General | $2,628 | ManagementAndGeneralAmt |
| Fundraising | $2,920 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,154 | TotalAmt |
| Program Services | $2,870 | ProgramServicesAmt |
| Management And General | $284 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418 | TotalAmt |
| Program Services | $338 | ProgramServicesAmt |
| Management And General | $38 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | $12,517 | $12,517 | ||
| BANK CHARGES | $2,809 | $2,809 | ||
| LIBRARY | $398 | $322 | $36 | $40 |
| LICENSE & PERMITS | $95 | $95 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21 | TotalAmt |
| Program Services | $17 | ProgramServicesAmt |
| Management And General | $2 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,704 | TotalAmt |
| Program Services | $482,680 | ProgramServicesAmt |
| Management And General | $27,126 | ManagementAndGeneralAmt |
| Fundraising | $39,898 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,112 | BOYAmt |
| EOY | $66,371 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,500 | BOYAmt |
| EOY | $17,975 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,081 | BOYAmt |
| EOY | $2,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,588 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527 | BOYAmt |
| EOY | $1,109 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,050 | BOYAmt |
| EOY | $2,050 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,910 | BOYAmt |
| EOY | $89,617 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,698 | BOYAmt |
| EOY | $22,674 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,698 | BOYAmt |
| EOY | $22,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,712 | BOYAmt |
| EOY | $66,943 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,212 | BOYAmt |
| EOY | $66,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,910 | BOYAmt |
| EOY | $89,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $40,731 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $471,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $464,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $434,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $401,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $459,720 | CurrentTaxYearAmt |
| Total | $2,231,457 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,915 | CurrentTaxYearAmt |
| Total | $665,747 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $581,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $526,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,635 | CurrentTaxYearAmt |
| Total | $2,897,204 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $270,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,500 | CurrentTaxYearAmt |
| Total | $1,029,875 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,664 | CurrentTaxYearMinus1YearAmt |
| Total | $249,291 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,500 | CurrentTaxYearAmt |
| Total | $1,279,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,618,038 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92 | CurrentTaxYearAmt |
| Total | $445 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92 | CurrentTaxYearAmt |
| Total | $445 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $581,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $526,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,727 | CurrentTaxYearAmt |
| Total | $2,897,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.55840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.49320 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,075 | DepreciationAmt |
| Book Value | $1,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,513 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,109 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $592,635 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $2,200 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $590,435 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $590,435 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $551,904 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,200 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,200 | ExpensesNotReportedAmt |
| Expenses Subtotal | $549,704 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $549,704 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | SEE SCHEDULE O LOOKING BACK OVER 2018, UTAH FOUNDATION HAD ONE OF THE MOST PRODUCTIVE YEARS IN THE ORGANIZATION'S SEVEN-DECADE HISTORY. WE ISSUED 12 PUBLIC RELEASES: 11 MAJOR REPORTS AND ONE BRIEF. WE PUBLISHED OP-EDS ONCE PER MONTH AND BEGAN MAKING OUR PODCASTS A MONTHLY AFFAIR. THE NEWS MEDIA COVERED OUR WORK MORE THAN 100 TIMES. AND WE WON TWO NATIONAL AWARDS FOR OUR RESEARCH. MEANWHILE, THANKS TO THE GENEROSITY OF OUR MANY SUPPORTERS, WE ENDED THE YEAR ON A STRONG FINANCIAL FOOTING. WE STAGED THREE BREAKFAST BRIEFINGS, AND OUR ANNUAL LUNCHEON WAS PRESENTED TO A SELL-OUT CROWD. FINALLY, TO CHART A COURSE FOR THE FUTURE, TRUSTEES AND STAFF COLLABORATED TO CREATE THE UTAH FOUNDATION 2025 STRATEGIC PLAN. THE HEALTH COST SERIES: A NATIONAL AWARD WINNER IN OUR QUADRENNIAL UTAH PRIORITIES SURVEY, WE LEARNED THAT THE NO. 1 CONCERN OF UTAHNS WAS HEALTH CARE; CITIZENS WERE PARTICULARLY CONCERNED ABOUT COSTS. IN RESPONSE, IN 2018 WE COMPLETED THE THREE-PART UTAH HEALTH COST SERIES. THE SERIES WAS SUPPORTED BY AN ONLINE VIDEO EXPLAINING THE FINDINGS; BLOG POSTS, BOTH ON OUR WEBSITE AND ON THE GARDNER POLICY INSTITUTE WEBSITE; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND OP-ED ARTICLES PUBLISHED IN THE SALT LAKE TRIBUNE AND DESERET NEWS. RESEARCH ANALYST SAM BRUCKER WAS THE PRINCIPAL AUTHOR OF THE SERIES, WHICH WAS SUPPORTED IN PART WITH A GRANT FROM THE GEORGE S. AND DOLORES DOR ECCLES FOUNDATION. AT ITS ANNUAL CONFERENCE HELD IN DETROIT DURING THE SUMMER, THE NATIONAL GOVERNMENTAL RESEARCH ASSOCIATION RECOGNIZED THE SERIES WITH ITS 2018 MOST DISTINGUISHED RESEARCH AWARD. ANOTHER NATIONAL AWARD-WINNER: THE TAX POLICY SERIES IN 2018, WE PRESENTED A THREE-PART UTAH TAX POLICY SERIES. THE SERIES WAS SUPPORTED BY A BRIEF ON THE INCOME TAX DURING THE LEGISLATIVE SESSION; AN INCOME TAX CALCULATOR TOOL SHOWING CITIZENS HOW THE CHANGES IN THE INCOME TAX AFFECT THEM; AN ONLINE VIDEO EXPLAINING OUR FINDINGS; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND THREE OP-ED ARTICLES IN THE SALT LAKE TRIBUNE AND DESERET NEWS. THE INCOME TAX REPORT IN PARTICULAR STIRRED DISCUSSION BY REVEALING THAT THE CHANGES WOULD QUIETLY RESULT IN STATE TAX DECREASES FOR WEALTHIER HOUSEHOLDS - BUT INCREASES FOR LARGE, MIDDLE-CLASS FAMILIES. THIS LED TO PUBLIC OUTCRY, CHATTER ON TALK RADIO, AN EDITORIAL IN THE SALT LAKE TRIBUNE - AND, ULTIMATELY, AMENDMENTS FROM THE LEGISLATURE TO ADDRESS THE ISSUE. THE SALES TAX REPORT, MEANWHILE, HAS BEEN INSTRUMENTAL IN RECENT PUBLIC DISCUSSIONS OVER WHETHER TO EXPAND THE BASE; IN THE COMING MONTHS, THE LEGISLATURE IS EXPECTED TO CONSIDER MAJOR REFORMS ON THAT FRONT. RESEARCH ANALYST CHRISTOPHER COLLARD WAS THE PRINCIPAL AUTHOR OF THE SERIES. THE TAX POLICY SERIES ALSO WON A NATIONAL AWARD THIS SUMMER, FOR MOST EFFECTIVE EDUCATION. IN FACT, UTAH FOUNDATION WON NATIONAL AWARDS IN TWO OUT OF THE GOVERNMENTAL RESEARCH ASSOCIATION'S THREE CATEGORIES - THE ONLY TWO CATEGORIES IN WHICH UTAH FOUNDATION WAS ELIGIBLE TO MAKE ENTRIES. LAUNCHING THE 2018-19 EDUCATION SPENDING SERIES IN 2018 WE LAUNCHED OUR ONGOING K-12 EDUCATION SPENDING SERIES, WITH TWO REPORTS NOW OUT. THE SERIES SO FAR HAS BEEN SUPPORTED BY A PRESENTATION TO THE SALT LAKE CHAMBER; OUTREACH TO POLICYMAKERS; A PODCAST; INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA; AND AN OP-ED ARTICLE IN THE SALT LAKE TRIBUNE. THE STATE PLANS TO UPGRADE ITS COST TRANSPARENCY IN RESPONSE TO SIMPLE ARITHMETIC? (FEBRUARY), THE FIRST REPORT. THE SECOND REPORT, A LEVEL PLAYING FIELD? (AUGUST) ADDRESSED FUNDING FOR SPECIAL NEEDS STUDENTS, A PRIORITY FUNDING AREA IN THE GOVERNOR'S 2019 BUDGET PROPOSAL. THANKS TO THE LAWRENCE T. & JANET T. DEE FOUNDATION AND THE BRENT AND BONNIE JEAN BEESLEY FOUNDATION FOR PROVIDING GRANTS TO HELP FUND THE TWO REPORTS. THE SERIES WILL YIELD TWO MORE REPORTS IN 2019. THE QUALITY OF LIFE SURVEY: BIGGER AND BETTER EVERY FEW YEARS, WE CONDUCT OUR QUALITY OF LIFE SURVEY AND ISSUE A REPORT. THIS TIME, WE EXPANDED THE RANGE OF QUESTIONS AND ISSUED TWO REPORTS, WITH THE SECOND REPORT FOCUSED ON HOUSING AFFORDABILITY CONCERNS. THE SERIES WAS SUPPORTED BY A PODCAST, INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA, AND OP-ED ARTICLES IN BOTH THE SALT LAKE TRIBUNE AND DESERET NEWS. THANKS TO INTERMOUNTAIN HEALTHCARE FOR ASSISTING AND LIGHTHOUSE RESEARCH FOR CO- SPONSORING. THANKS ALSO TO WASATCH FRONT REGIONAL COUNCIL AND WEBER, DAVIS AND SALT LAKE COUNTIES FOR SUPPORTING OVERSAMPLING SURVEY WORK AND CUSTOMIZED LOCAL REPORTS. MENTAL HEALTH: AN EMERGING AREA OF EXPLORATION AN EMERGING LINE OF RESEARCH FOR UTAH FOUNDATION PERTAINS TO MENTAL HEALTH. IN OCTOBER, WE RELEASED OUR REPORT ON SUICIDE IN UTAH AND THE MOUNTAIN STATES. THAT REPORT WAS SUPPORTED BY A PRESENTATION AT A SUICIDE PREVENTION CONFERENCE AT UVU; OUTREACH TO POLICYMAKERS; A PODCAST; AND INTERVIEWS WITH BOTH BROADCAST AND PRINT MEDIA. THANKS TO THE SORENSON LEGACY FOUNDATION AND THE MCCARTHEY FAMILY FOUNDATION FOR FUNDING THE STUDY. A SECOND REPORT, RETHINKING REHABILITATION (DECEMBER), FOCUSED ON DRUG REHABILITATION IN THE CRIMINAL JUSTICE SYSTEM. THE REPORT HAS RECEIVED SIGNIFICANT MEDIA ATTENTION, INCLUDING A DESERET NEWS EDITORIAL ADDRESSING ITS FINDINGS. THANKS TO THE SEMNANI FAMILY FOUNDATION FOR MAJOR GRANT SUPPORT. CONSULTING WORK AS PART OF ITS PORTFOLIO, UTAH FOUNDATION CONDUCTS CONSULTING WORK AND PROJECTS COMMISSIONED BY PUBLIC AND PRIVATE ENTITIES. THE WORK COMPLETED IN 2018 INDICATES THE VARIETY OF CONTRACT PROJECTS WE MIGHT UNDERTAKE IN A GIVEN YEAR. THEY INCLUDED: AN ECONOMIC IMPACT STUDY ON THE AGGREGATES INDUSTRY; A COMMUNITY ASSESSMENT FOR A REGIONAL UNITED WAY OFFICE; AND A SURVEY OF LOCAL GOVERNMENTS FOR THE UTAH LEAGUE OF CITIES AND TOWNS. EXPANDING OUR REACH, PLANNING FOR GROWTH STARTING LAST YEAR, WE BEGAN MAKING OUR "UTAH THRIVES" PODCAST A MORE REGULAR AFFAIR, AND DAN BAMMES IS NOW PRODUCING THEM ON A MONTHLY BASIS. SOME OF THEM ARE NOW TAKING ON A LONGER FORM THAN IN THE PAST. WE ALSO WROTE OP-ED COMMENTARIES HIGHLIGHTING OUR WORK ON A MONTHLY BASIS, PRIMARILY FOR THE DESERET NEWS AND THE SALT LAKE TRIBUNE. IN ADDITION, THIS YEAR WE BEGAN PRODUCING ONLINE VIDEOS SUMMARIZING OUR WORK. WE PRODUCED TWO THIS YEAR - ON HEALTH CARE AND TAXES. WE ALSO CREATED AN ONLINE TOOL TO HELP TAXPAYERS SEE THE EFFECTS OF 2018 REFORMS. FINALLY, WE COMPLETED OUR 2025 STRATEGIC PLAN, WHICH SET GOALS, STRATEGIES AND ACTIONS IN FIVE PRIORITY AREAS: ENSURING FINANCIAL STABILITY, EXPANDING OUTREACH TO POLICYMAKERS, CLARIFYING OUR IDENTITY, BUILDING OUR NAME RECOGNITION AND INCREASING OUR FOCUS ON LOCAL ISSUES. WE HAVE ALREADY BEGUN MAKING GOOD PROGRESS ON ALL OF THOSE FRONTS. OF COURSE, WE DEPEND ON OUR SUPPORTERS TO MAKE OUR WORK POSSIBLE, AND IN 2018 THEY STEPPED FORWARD IN A BIG WAY: UTAH FOUNDATION SAW AN INCREASE IN REVENUE OF ABOUT 13% OVER 2017. TOP 10 UTAH FOUNDATION FINDINGS OF 2018 1. DESPITE THE PERCEPTIONS OF MANY UTAHNS THAT LARGE PORTIONS OF EDUCATION SPENDING GO TOWARD ADMINISTRATIVE COSTS, ONLY 7% IS SPENT ON ADMINISTRATION - THE 13TH LOWEST PERCENTAGE IN THE NATION AND THE SECOND-LOWEST AMOUNT PER PUPIL. (TIE.) 1. DURING THE PAST 45 YEARS, UTAH HAS SEEN THE NATION'S SECOND BIGGEST DECLINE IN TAXABLE SALES AS A PROPORTION OF CONSUMER EXPENDITURES. (TIE.) 3.FOUR OF THE TOP-RANKED UTAH COUNTIES FOR SUICIDE ARE ALSO AMONG THE TOP FIVE FOR OPIOID PRESCRIPTIONS. 4.DESPITE IMPROVEMENTS IN THE ECONOMY, UTAHNS' PERCEPTIONS OF THEIR COMMUNITY QUALITY OF LIFE HAS DECLINED SINCE 2013 FROM A SCORE OF 73 TO 70. (TIE.) 4. WHEN ADJUSTING FOR INFLATION, UTAH HOMEOWNERS' MONTHLY COSTS HAVE DECREASED BY 10% SINCE 2007, WHILE RENTERS' COSTS HAVE INCREASED BY 14%. (TIE.) 6.ENROLLMENT IN HIGH-DEDUCTIBLE HEALTH INSURANCE PLANS IN UTAH INCREASED FROM 3% TO 30% DURING THE PAST DECADE. 7.UTAH FOUNDATION DETERMINED THE NET EFFECT OF FEDERAL AND STATE INCOME TAX CHANGES DISPROPORTIONATELY BENEFITED THE WEALTHY AT THE EXPENSE OF MIDDLE- INCOME HOUSEHOLDS WITH LARGE FAMILIES. THE LEGISLATURE LATER ACTED TO ADDRESS THE DISPARITY. 8.DESPITE PERCEPTIONS TO THE CONTRARY, UTAH'S TRUTH IN TAXATION LAW HAS NOT PREVENTED LOCAL GOVERNMENTS FROM KEEPING PACE WITH POPULATION GROWTH AND INFLATION. (TIE.) 8. IN UTAH, INDIVIDUALS WITH DISABILITIES MAKE UP LESS THAN 15% OF MEDICAID ENROLLMENT, BUT ACCOUNT FOR NEARLY HALF OF ALL SPENDING. (TIE.) 10. COMPARED WITH OTHER STATES, UTAH COMES UP SHORT IN ENGLISH LEARNER EDUCATIONAL SPENDING, PROVIDING ONLY ABOUT A 3% INCREASE IN COMBINED FEDERAL AND STATE FUNDING OVER BASE PER-PUPIL SPENDING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, BOARD TREASURER, AND BOARD CHAIRMAN FOR ACCURACY AND PROPER PRESENTATION. THE EXECUTIVE DIRECTOR WILL ADDRESS ANY QUESTIONS AND RELAY ANY SUGGESTIONS FOR CHANGE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE (A NINE-MEMBER COMMITTEE OF THE BOARD GIVEN THE TASK OF GOVERNING THE FOUNDATION'S OPERATIONS MORE CLOSELY THAN THE ENTIRE BOARD.) THE EXECUTIVE COMMITTEE IS INDEPENDENT OF THE INDIVIDUALS WHOSE COMPENSATION IS BEING DETERMINED. IN DETERMINING A REASONABLE LEVEL OF COMPENSATION, BOARD MEMBERS CONSIDER SALARIES PAID TO OTHER SIMILAR POSITIONS IN THE REGION. THE DELIBERATION AND DETERMINATION OF THE EXECUTIVE COMMITTEE IS DONE WITHOUT STAFF PRESENT. THEIR FINAL DECISION IS RECORDED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE ORGANIZATION'S OFFICES. |
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