2018-02-15T15:43:07-06:00 2017-06-30 341878512 CBIZ MHM LLC 19 EAST 200 SOUTH STE 1000 SALT LAKE CITY UT 84111 990 2016-07-01 870227091 United Way of Salt Lake UNIT 8017368929 257 East 200 South No 300 Salt Lake City UT 84111 scott c ulbrich board chair 8017368929 2018-01-18 1 Mary Kay Griffin P00185675 8013649300 65.156.155.102 2018-01-18 14:07:55 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BAC17CC906D3FAF903AB8E70C99EEAC8D19A8BD8 2016 2021-01-29 14:40:06Z Bill Crim 257 E 200 South Ste 300 Salt Lake City UT 84111 13874318 0 X WWW.UW.ORG X 1904 UT We build powerful partnerships that achieve lasting social change. 51 49 112 9000 0 0 12144781 12735870 18116 111334 68068 267373 -31144 52085 12199821 13166662 7648722 7650854 0 0 5241041 6140010 0 0 2469366 2358477 3325595 15248240 17116459 -3048419 -3949797 29909818 26997168 6332853 7533994 23576965 19463174 X We build powerful partnerships that achieve lasting social change. 0 0 7721436 3587838 43303 Comprehensive research has identified issues related to education, financial stability and health as the primary drivers of self-sufficiency. As a result, UWSL focuses its work in these areas. To most effectively address these complex issues, UWSL develops comprehensive, cross-sector partnerships that work together to achieve population-level results (in addition to individual/program-level results). These "Promise Partnerships" build cradle-to-career infrastructure and focus their efforts in neighborhoods and communities (or on populations) where the needs are greatest and where key partners are willing to work together. The strategies, programs, and services implemented by these partnerships (involving hundreds of community partners, schools and businesses)happens through regional and community-focused "collaborative action networks, and through "community schools or neighborhood centers that function as hubs of services and supports for their respective communities. UWSL also operates a 2-1-1 Information and Referral Service. It provides grants to a limited number of community partners working outside of the Promise Partnerships. They provide basic needs services of food, shelter, health and safety to the general population within Salt Lake, Summit, Davis and Tooele Counties. They distribute resources to more than 200 additional nonprofit organizations at the specific request of individual donors. UWSL advocates at all levels of government for a public policy agenda that is tied to its areas of focus, which include education, financial stability, health, and basic needs. 2136868 2019931 United Way supports people's most basic needs of food, shelter, health and safety. Basic needs services are vital to individuals with chronic conditions and for individuals and families in crisis needing temporary support. When individuals are unable to meet their immediate needs, it becomes more difficult to focus on long-term goals such as Employment, housing, or education. Basic needs services are critical to getting people back on their feet and on the road to self-sufficiency. 1351328 50000 68031 2-1-1 was adopted in Utah in 2002 and became a statewide resource in 2005. United Way of Salt Lake acquired 2-1-1 in June of 2011. The concept of 2-1-1 was born out of the need for an easy-to-remember telephone number that reduces duplication and helps people navigate the confusing and overwhelming maze of available health and human service resources. The purpose of 2-1-1 is threefold: * Support state agencies and nonprofit organizations in our communities by collecting and sharing resource and demographic data, helping organizations maintain their missions and obtain their visions * Empower individuals and families by helping them find the tools they need to change their circumstances * Connect organizations, agencies, individuals and families to one another to change the odds in the communities served by United Way 2-1-1 In 2016, it received 83,541 information specialist calls, after hours calls, chats, emails and texts. 2-1-1 received 49,526 client interactions through the website and app. In addition to client interactions, United Way 2-1-1 provided partner access to information 44,028 times during 2016.The top five needs in the community as identified by the number of requests received include: income support assistance, housing assistance, health care, utility assistance, and individual family and community services. 1993086 1993086 DONOR DESIGNATIONS are directed individual designations to qualified nonprofit organization, other local United Ways and UWSL initiatives. 1993086 1993086 13202718 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 23 0 1 112 1 0 0 0 0 0 1 1 0 0 0 0 X 51 49 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 UT X X LYNN SIMS 8017462588 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 Alex Guzman BOARD MEMBER 1.00 X 0 0 0 BEN MCADAMS BOARD MEMBER 1.00 X 0 0 0 BILL CRIM PRESIDENT & CEO 40.00 X X 181982 0 11385 Catherine F Angstman BOARD MEMBER 1.00 X 0 0 0 CHRISTINE B BUCKLEY BOARD MEMBER 2.00 X 0 0 0 COLLEEN L BELL BOARD MEMBER 1.00 X 0 0 0 DAVID L BUHLER BOARD MEMBER 1.00 X 0 0 0 DAVID R GOLDEN Resource develop chair 1.00 X 0 0 0 GREG HUGHES BOARD MEMBER 1.00 X 0 0 0 HEIDI WALKER BOARD MEMBER 1.00 X 0 0 0 JACKIE BISKUPSKI BOARD MEMBER 1.00 X 0 0 0 JAKE BOYER investment chair 1.00 X 0 0 0 Jane Marquardt BOARD MEMBER 1.00 X 0 0 0 JAY FRANCIS collective impact co chair 1.00 X 0 0 0 JEFFREY K LARSEN audit chair 1.00 X 0 0 0 JENNIFER DANIELSON BOARD MEMBER 1.00 X 0 0 0 JOHN W MILLIKEN collective impact co chair 2.00 X 0 0 0 JORGE FIERRO BOARD MEMBER 1.00 X 0 0 0 JOSE ENRIQUEZ BOARD MEMBER 1.00 X 0 0 0 KATHIE MILLER founding council chair 2.00 X 0 0 0 Kevin J Potts admin/finance chair 1.00 X 0 0 0 KEVIN SALMON BOARD MEMBER 1.00 X 0 0 0 KIEU FRISBY BOARD MEMBER 1.00 X 0 0 0 Kirk Aubry BOARD MEMBER 1.00 X 0 0 0 Kris Mecham BOARD MEMBER 1.00 X 0 0 0 LAREN GERTSCH BOARD MEMBER 1.00 X 0 0 0 LEEANNE B LINDERMAN corporate secretary 2.00 X X 0 0 0 LINDA WARDELL BOARD MEMBER 1.00 X 0 0 0 M CRAIG ZOLLINGER VICE CHAIR 4.00 X X 0 0 0 MARK H BOUCHARD pprc chair 1.00 X 0 0 0 MERLIN JENSEN BOARD MEMBER 1.00 X 0 0 0 Michael Anglin BOARD MEMBER 1.00 X 0 0 0 Michael Kirby BOARD MEMBER 1.00 X 0 0 0 MICHAEL PETROGEORGE BOARD MEMBER 1.00 X 0 0 0 MICHAEL WEINHOLTZ BOARD MEMBER 1.00 X 0 0 0 MIKELLE MOORE BOARD MEMBER 1.00 X 0 0 0 MONA LYMAN BURTON immed past chair 2.00 X X 0 0 0 NEIL HAFER BOARD MEMBER 1.00 X 0 0 0 PAULA GREEN JOHNSON governance & ethics chair 3.00 X 0 0 0 Peggy Larsen BOARD MEMBER 1.00 X 0 0 0 Rebecca Chavez-Houck BOARD MEMBER 1.00 X 0 0 0 RUTH WATKINS phd BOARD MEMBER 1.00 X 0 0 0 SCOTT C ULBRICH BOARD CHAIR 4.00 X X 0 0 0 SEAN J MULVIHILL BOARD MEMBER 1.00 X 0 0 0 SEAN M SLATTER davis co liaison 2.00 X 0 0 0 STEVE EARL BOARD MEMBER 1.00 X 0 0 0 Tanya Vea BOARD MEMBER 1.00 X 0 0 0 TERRY GRANT BOARD MEMBER 1.00 X 0 0 0 Thomas E Wright BOARD MEMBER 1.00 X 0 0 0 THOMAS M LOVE public policy chair 2.00 X 0 0 0 Todd Weiler BOARD MEMBER 1.00 X 0 0 0 LYNN SIMS CFO 40.00 X 0 0 0 SCOTT BANKS IMMEDIATE PAST CFO 40.00 X 104918 0 0 286900 0 11385 2 0 1 0 0 157025 1746724 10832121 180745 12735870 program revenue 900099 111334 111334 111334 174976 174976 617764 525367 92397 92397 92397 84358 157025 182289 -97931 -97931 misc reimbursements 900099 150016 150016 150016 13166662 111334 0 319458 7650854 7650854 313762 313762 4791416 2974297 430642 1386477 252492 147103 36817 68572 380879 221902 55537 103440 401461 233893 58538 109030 51324 51324 59353 59353 404825 339595 31161 34069 241062 132434 89 108539 224813 146220 14876 63717 993879 606553 177994 209332 308550 173241 43425 91884 29659 17437 6299 5923 197080 120325 14336 62419 182721 182721 113660 101351 12309 98183 53892 14543 29748 37805 19553 8006 10246 SPECIAL EVENTS 302168 166660 8935 126573 DONATED GOODS 37425 37425 AWARDS & GIFTS 23453 10903 9488 3062 MEMBERSHIPS & SUBSCRIPT 19635 5135 7899 6601 17116459 13202718 1444375 2469366 10789919 7044738 11125395 10306119 5523 806579 561181 282873 245398 5282591 5716518 0 400000 2429040 3278872 29909818 26997168 388996 676478 2594112 2018049 3135709 4645787 214036 193680 6332853 7533994 X 12761353 12119141 10713642 7242063 101970 101970 23576965 19463174 29909818 26997168 X -3949797 404476 -568470 X 0 1 X 1 0 X 21342491 11178079 17051278 12144781 12735870 74452499 21342491 11178079 17051278 12144781 12735870 74452499 6149234 68303265 123444 175898 179299 181762 174976 835379 75287878 502828 0.90720 0.90530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27782 10003 37785 17078675 17116460 1000000 250000 0 0 878033 864751 912412 1000000 3655196 5482794 147251 50581 67135 37785 302752 219508 216188 228103 250000 913799 1370699 48409 22279 28335 27782 126805 1353095 144018 13918 1483195 1323264 29831 1353095 1302531 20733 1323264 1118659 183872 1302531 1031392 87267 1118659 0.69790 0.05750 0.24460 0 0 150610 51257 99353 655969 509924 146045 245398 INSURANCE CASH VALUE 98141 BENEFICIARY INTEREST IN TRUSTS 16663 OTHER ASSETS 5847 SIB HB96 RECEIVABLE - STATE OF UTAH 3139686 LEASE DEPOSIT 18535 3278872 LEASE PAYOFF PAYABLE 193680 193680 X 11867928 404476 166940 -1993086 -1421670 13289598 59353 -182289 -122936 13166662 15413249 166940 182289 349229 15064020 59353 1993086 2052439 17116459 Part V, Line 4: Distribution of endowment funds are approved by the Board of Directors and are made when deemed appropriate. A guideline for distributions from the endowment fund earnings, on a fiscal year basis, is defined as 50% of the invested income growth of the endowment funds, unless otherwise recommended by the Board of Directors. Part X, Line 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS FROM OUTSIDE EXPERTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY OR UNRECOGNIZED TAX BENEFITS. Part XI, Line 2d - Other Adjustments: DONOR DESIGNATIONS -1,993,086. Part XI, Line 4b - Other Adjustments: FUNDRAISING EVENTS EXPENSE -182,289. Part XII, Line 2d - Other Adjustments: FUNDRAISING EVENTS EXPENSE 182,289. Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS 1,993,086. POYP 241383 157025 84358 32950 68650 5092 75597 241383 157025 84358 32950 68650 5092 75597 182289 -97931 1 AAA Fair Credit Foundation 230 W 200 S 3104 Salt Lake City UT 84101 841411225 501(c )(3) 30000 Basic Needs (Food, Shelter, Health, Advocacy) Ability Found 2324 Constitution Blvd Salt Lake City UT 84119 870504354 501(c )(3) 5000 Basic Needs (Food, Shelter, Health, Advocacy) Asian Association of Utah 1588 S Major St Salt Lake City UT 84115 870333555 501(c )(3) 50000 Immigrant & Refugee Initiative - Integration Big Brothers Big Sisters 151 E 5600 S Ste 200 Salt Lake City UT 84107 870336168 501(c )(3) 190000 Collective Impact Bountiful Community Food Pantry 480 E 150 N Bountiful UT 84010 841628459 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Boy Scouts of America Great Salt Lake Council 525 Foothill Dr Salt Lake City UT 84113 870212460 501(c )(3) 88170 Collective Impact Boys and Girls Club PO Box 57071 Murray UT 84157 870304654 501(c )(3) 90000 Community Development Canyons School District 9150 S 500 W Sandy UT 84093 501(c )(3) 205000 Collective Impact Catholic Community Services 745 E 300 S Salt Lake City UT 84102 870212450 501(c )(3) 64000 Immigrant & Refugee Initiative - Integration and Basic Needs - Food Children's Service Society 655 E 4500 S Salt Lake City UT 84107 870212451 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Christian Center of Park City PO Box 683480 Park City UT 84068 870643778 501(c )(3) 5000 Basic Needs (Food, Shelter, Health, Advocacy) City of South Salt Lake 220 E Morris Ave South Salt Lake City UT 84115 Gov't 258929 Collective Impact Community Education Partnership 3600 S Constitution Blvd West Valley City UT 84119 030543136 501(c )(3) 64000 Collective Impact Community Nursing Services 6949 High Tech Dr Midvale UT 84047 870212459 501(c )(3) 50000 Basic Needs (Food, Shelter, Health, Advocacy), Collective Impact Comunidades Unidas 1341 S State St Suite 211 Salt Lake City UT 84115 134257724 501(c )(3) 35000 Collective Impact Grant & Basic Needs Grant Davis Behavioral Health 934 S Main St 6 Layton UT 84041 870430116 501(c )(3) 40000 Basic Needs (Food, Shelter, Health, Advocacy), Collective Impact Davis County Health Department 22 S State St Clearfield UT 84015 Gov't 6000 Basic Needs (Food, Shelter, Health, Advocacy) Davis School District 490 S 500 E Kaysville UT 84037 870386379 501(c )(3) 110328 Collective Impact, EITC Program & Basic Needs DCCAV-Safe Harbor Shelter and Crisis Center PO Box 772 Kaysville UT 84037 870516562 501(c )(3) 80000 Basic Needs (Food, Shelter, Health, Advocacy) English Skills Learning Center 631 W North Temple Suite 70 Salt Lake City UT 84116 870467902 501(c )(3) 50000 CDG Eye Care 4 Kids 6911 S State St Salt Lake City UT 84047 870675404 501(c )(3) 5000 Basic Needs (Food, Shelter, Health, Advocacy) Family Connection Center 1360 E 1450 Clearfield UT 84015 870421105 501(c )(3) 90000 Basic Needs (Food, Shelter, Health, Advocacy), Collective Impact Family Counseling Center 5250 Commerce Dr Murray UT 84107 870212455 501(c )(3) 65000 Basic Needs (Food, Shelter, Health, Advocacy) Family Counseling Service of Northern Utah 3518 Washington Blvd Ogden UT 84403 870271413 501(c )(3) 12500 Basic Needs (Food, Shelter, Health, Advocacy) Family Dental Plan (invoiceable) 168 N 1950 W Salt Lake City UT 84116 501(c )(3) 13000 Collective Impact Family Promise - Salt Lake 814 W 800 S Salt Lake City UT 84110 870547916 501(c )(3) 6000 Collective Impact Family Support Center 1760 W 4805 S Taylorsville UT 84129 870359719 501(c )(3) 20000 Collective Impact Fit to Recover 789 W 1390 S Salt Lake City UT 84104 470998466 501(c )(3) 7500 Basic Needs (Food, Shelter, Health, Advocacy) Granite School District 2500 S State St Salt Lake City UT 84115 876000494 501(c )(3) 299499 Basic Needs - Shelter Guadalupe Center Educational Program Inc 340 S Goshen St Salt Lake City UT 84104 870299521 501(c )(3) 197423 Collective Impact Holy Cross Ministries 860 E 4500 S Ste 204 Salt Lake City UT 84107 870359324 501(c )(3) 172000 Collective Impact House of Hope 857 E 200 S Salt Lake City UT 84102 870255206 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Intermountain Specialized Abuse Treatment Center 1555 W 2200 S Salt Lake City UT 84119 870414241 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) International Rescue Committee 1800 S West Temple Suite 421 Salt Lake City UT 84115 135660870 501(c )(3) 96892 Immigrant & Refugee - Integration Jewish Family Service 1111 Brickyard Rd 218 Salt Lake City UT 84106 870227089 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Junior Achievement 515 E 100 S 200 Salt Lake City UT 84102 870225875 501(c )(3) 40000 Collective Impact Kostopulos Dream Foundation 4180 Emigration Canyon Rd Salt Lake City UT 84108 876125177 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Latinos in Action 9898 North Wild Flower Circle Cedar Hills UT 84062 264304427 501(c )(3) 142217 Community Development Legal Aid Society of Salt Lake 450 S State St Salt Lake City UT 84111 870212457 501(c )(3) 82000 Basic Needs (Food, Shelter, Health, Advocacy) Maliheh Free Clinic 415 E 3900 S Salt Lake City UT 84107 202313461 501(c )(3) 13000 Basic Needs (Food, Shelter, Health, Advocacy) Midtown Health Clinic 2253 State St Salt Lake City UT 84115 870540039 501(c )(3) 25000 Basic Needs (Food, Shelter, Health, Advocacy) Midvale City 665 W Center St Midvale UT 84047 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Mountainlands Community Housing Trust 1960 Sidewinder Dr Park City UT 84060 870514438 501(c )(3) 9000 Basic Needs (Food, Shelter, Health, Advocacy) National Alliance on Mental Illness Utah 450 S 900 E Ste 160 Salt Lake City UT 84102 870432972 501(c )(3) 35000 Collective Impact Neighborhood House Association 1050 W 500 S Salt Lake City UT 84104 870212462 501(c )(3) 65000 Basic Needs - Advocacy, Basic Needs - health Odyssey House 344 E 100 S Salt Lake City UT 84111 870292487 501(c )(3) 50000 Basic Needs (Food, Shelter, Health, Advocacy) PARC Community Partnership Foundation 485 PARC Circle Clearfield UT 84015 274480214 501(c )(3) 6000 Basic Needs (Food, Shelter, Health, Advocacy) Park City Education Foundation PO Box 681422 Park City UT 84068 742552454 501(c )(3) 146065 Basic Needs - Health & Safety Park City Foundation PO Box 681499 Park City UT 84068 300171971 501(c )(3) 25000 Collective Impact Peace House 196- Sidewinder Dr 208 Park City UT 84068 870500067 501(c )(3) 15000 Basic Needs (Food, Shelter, Health, Advocacy) People's Health Clinic 650 Round Valley Dr Park City UT 84068 870638042 501(c )(3) 25000 Basic Need, Collective Impact Polizzi Foundation 515 E 4500 S G220 Salt Lake City UT 84107 571241243 501(c )(3) 9000 Basic Needs (Food, Shelter, Health, Advocacy) Project Reality 150 E 700 S Salt Lake City UT 84111 870288734 501(c )(3) 21000 Basic Needs (Food, Shelter, Health, Advocacy) Rape Recovery Center 2035 S 1300 E Salt Lake City UT 84105 870308785 501(c )(3) 12000 Basic Needs (Food, Shelter, Health, Advocacy) Roseman University of Health Sciences (invoiceable) 10920 S River Front Pkwy South Jordan UT 84095 880435559 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Salt Lake CAP Head Start 1307 S 900 W Salt Lake City UT 84102 870269683 501(c )(3) 288865 Basic Needs-Health Salt Lake Community Health Centers Inc 220 W 7200 S Midvale UT 84047 742412898 501(c )(3) 161195 Basic Needs (Food, Shelter, Health, Advocacy) Salt Lake County Youth Services 177 W Price Ave Salt Lake City UT 84115 Gov't 133435 Collective Impact Salt Lake Donated Dental Services Clinic 1383 S 900 W Ste 128 Salt Lake City UT 84104 870482710 501(c )(3) 10000 Collective Impact South Valley Sanctuary PO Box 1028 West Jordan UT 84084 870543219 501(c )(3) 10000 Basic Needs-Health State of Utah CASA Program-Ut Guardian ad litem 450 S State St Ste N31 Salt Lake City UT 84111 Gov't 10000 Basic Needs (Food, Shelter, Health, Advocacy) The Children's Center 350 S 400 E Salt Lake City UT 84111 876114073 501(c )(3) 100000 Basic Needs (Food, Shelter, Health, Advocacy) The Haven 974 E South Temple Salt Lake City UT 84102 237043339 501(c )(3) 17500 Basic Needs - Safety Community Development The INN Between 340 Goshen St Salt Lake City UT 84104 472329595 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) The Road Home 210 S Rio Grande St Salt Lake City UT 84101 870212465 501(c )(3) 100000 Basic Needs - Health The Salvation Army 438 South 900 West Salt Lake City UT 84104 362167910 501(c )(3) 5000 Collective Impact The Sharing Place 1695 E 3300 S Salt Lake City UT 84106 870514353 501(c )(3) 9000 Basic Needs (Food, Shelter, Health, Advocacy) TURN Community Services Inc 638 Wilmington Ave Salt Lake City UT 84106 870303448 501(c )(3) 20000 Basic Needs (Food, Shelter, Health, Advocacy) United Way of Utah County 148 N 100 W Provo UT 84601 942851681 501(c )(3) 44000 Collective Impact University of Utah 2015-2016 Invoiceable 201 S Presidents Circle Rm 406 Salt Lake City UT 84112 Gov't 10000 Basic Needs (Food, Shelter, Health, Advocacy) University of Utah Reading Clinic 5242 College Dr Salt Lake City UT 84123 Gov't 95000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Aids Foundation 1408 S 1100 E Salt Lake City UT 84105 870455172 501(c )(3) 5000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Community Action Partnership Assoc 230 S 500 W Ste 260 Salt Lake City UT 84101 870509521 501(c )(3) 60000 Collective Impact Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 870212453 501(c )(3) 90000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Health and Human Rights Project 225 S 200 E Ste 250 Salt Lake City UT 84111 203901845 501(c )(3) 16000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Health Policy Project 508 E South Temple Ste 45 Salt Lake City UT 84102 870684606 501(c )(3) 98000 Basic Needs Utah Legal Services 205 N 400 W Salt Lake City UT 84103 870298910 501(c )(3) 50000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Nonprofits Association 231 E 400 S 345 Salt Lake City UT 84111 870481455 501(c )(3) 5000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Partners for Health 3665 S 8400 W Magna UT 84044 270218004 501(c )(3) 244993 Collective Impact-& Basic Needs Utahns Against Hunger 455 E 400 S 407 Salt Lake City UT 84111 870343164 501(c )(3) 25000 Basic Needs (Food, Shelter, Health, Advocacy) UVU 800 West University Parkway Ste MS111 Orem UT 84058 870280648 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Valley Services 3685 W 6200 S Taylorsville UT 84129 870503440 501(c )(3) 55000 Basic Needs (Food, Shelter, Health, Advocacy) Voices for Utah Children 747 E South Temple Ste 100 Salt Lake City UT 84108 870428873 501(c )(3) 78000 Community Development Volunteers of America Utah 435 W Bearcat Dr Salt Lake City UT 84115 943008720 501(c )(3) 100000 Basic Needs (Food, Shelter, Health, Advocacy) Wasatch Community Gardens 824 S 400 W Ste 127 Salt Lake City UT 84101 742550359 501(c )(3) 6000 Basic Needs (Food, Shelter, Health, Advocacy) Wasatch Homeless Health Care Inc (Fourth Street Clinic) 409 S 400 W Salt Lake City UT 84101 870569356 501(c )(3) 50000 Basic Needs (Food, Shelter, Health, Advocacy) YWCA of Salt Lake City 344 E Broadway Salt Lake City UT 84111 870212467 501(c )(3) 100000 Basic Needs (Food, Shelter, Health, Advocacy) 87 0 PART I, LINE 2 United Way of Salt Lake (UWSL) monitors the use of all grant funds through program and financial reports submitted by each partner at regular intervals. Financial reports include audited financial statements, IRS 990 forms, as well as specific program and organizational budgets. X X X X 0 0 0 0 0 0 0 0 0 BILL CRIM PRESIDENT & CEO 181982 0 0 0 0 0 11100 0 285 0 193367 0 0 0 LOVE COMMUNICATIONS SEE PART V 248602 SEE PART V 0 SCHEDULE L, PART IV (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY MORE THAN 35% OWNED BY TOM LOVE, BOARD MEMBER. (D) DESCRIPTION OF TRANSACTION: ADVERTISING, PUBLIC RELATIONS, MEDIA RELATIONS AND OTHER COMMUNICATIONS SERVICES PROVIDED BY LOVE COMMUNICATIONS. TOM LOVE IS THE PRESIDENT OF LOVE COMMUNICATIONS AND A BOARD MEMBER OF UWSL. A MONTHLY RETAINER OF $4,000 IS PAID TO LOVE COMMUNICATIONS FOR its SERVICES. Media buys, website hosting and video production were purchased for $200,601.56. THIS AMOUNT, LESS A 15% COMMISSION RETAINED BY LOVE COMMUNICATIONS, WAS PASSED-THROUGH TO MEDIA OUTLETS. LOVE COMMUNICATIONS DONATED 1,272 HOURS OF SERVICE VALUED AT $142,763. THE DONATED SERVICES WERE RELATED PRIMARILY TO THE "IT STARTS WITH YOU" ADVERTISING CAMPAIGN. UWSL UTILIZES A THOROUGH PROCESS TO ENGAGE A COMMUNICATIONS FIRM INCLUDING AN RFP PROCESS WHERE PROPOSALS ARE REVIEWED BY SENIOR MANAGEMENT, GOVERNANCE AND ETHICS COMMITTEES AND APPROVED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. MR. LOVE WAS EXCUSED FROM THE ROOM DURING THESE APPROVALS TO COMPLY WITH THE CONFLICT OF INTEREST POLICIES. THE CONTRACT WAS REVIEWED BY LEGAL COUNSEL PRIOR TO SIGNING. X 6 143320 FAIR MARKET VALUE X VARIOUS NONCASH DONATIONS 18 37425 COMPARABLE SALES 0 1 1 Part I, Line 32b: NONCASH DONATIONS OF STOCK ARE PROCESSED AND SOLD BY THE ORGANIZATION'S BROKERAGE FIRM. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED IN DETAIL BY THE CEO & CFO, THE GOVERNANCE COMMITTEE, AND THE ADMINISTRATION/FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN GIVEN TO THE EXECUTIVE COMMITTEE AND FULL BOARD FOR THEIR REVIEW. Form 990, Part VI, Section B, line 12c ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE ETHICS OFFICER, WHO IS THE CHAIR OF THE GOVERNANCE COMMITTEE, AND DISCUSSED BY THE EXECUTIVE COMMITTEE AND THE FULL BOARD. ANY ISSUES ARE PURSUED AND RESOLVED. Form 990, Part VI, Section B, line 15 UNITED WAY OF SALT LAKE (UWSL) UTILIZES A VOLUNTEER EXECUTIVE COMPENSATION COMMITTEE FOR THE SENIOR MANAGEMENT TEAM. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE EXECUTIVE COMMITTEE. OUTSIDE CONSULTANTS CAN BE UTILIZED. THE COMMITTEE FUNCTIONS WITHIN THE GUIDELINES OF A COMMITTEE CHARTER, WHICH OUTLINES THE PURPOSE AND ROLE OF THE GROUP. IT ALSO UTILIZES AN EXECUTIVE COMPENSATION POLICY. BOTH OF THESE DOCUMENTS WERE APPROVED BY THE ENTIRE BOARD OF DIRECTORS. THE COMMITTEE DETERMINES COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT TEAM BASED ON AN ANNUAL COMPENSATION STUDY PREPARED BY UWSL'S TRADE ASSOCIATION, UNITED WAY WORLDWIDE. IT ALSO COMPARES COMPENSATION LEVELS AT OTHER LOCAL NONPROFIT ORGANIZATIONS OF A COMPARABLE SIZE OR LEVEL OF COMMUNITY INFLUENCE AS DISCLOSED ON THEIR 990'S. COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT TEAM ARE DISCUSSED AND APPROVED BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section C, line 19 UWSL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE UNDER THE "ABOUT US", "ACCOUNTABILITY" MENU. Form 990, Part XI, line 9: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS -568,470.