2017-02-13T17:13:28-06:00 2016-06-30 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990 2015-07-01 870227091 United Way of Salt Lake UNIT 8017368929 257 East 200 South No 300 Salt Lake City UT 84111 Bill Crim PRESIDENT & CEO 8017368929 2017-02-10 1 Mary Kay Griffin P00185675 8013649300 2015 2021-01-29 14:40:06Z Bill Crim 257 East 200 South Suite 300 Salt Lake City UT 84111 13746409 0 X WWW.UW.ORG X 1904 UT OUR MISSION IS TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS WITH THE WILL, PASSION, EXPERTISE, AND RESOURCES NEEDED TO SOLVE PROBLEMS. 50 46 105 9000 0 0 17051278 12144781 89001 18116 199115 68068 -111885 -31144 17227509 12199821 7204346 7648722 0 0 4816551 5241041 0 0 2075673 2274124 2358477 14295021 15248240 2932488 -3048419 31519688 29909818 5022917 6332853 26496771 23576965 X Our mission is to improve lives and build strong communities by uniting individuals and organizations with the will, passion, expertise, and resources needed to solve problems. 0 0 6657021 3537517 COLLECTIVE IMPACT: (SEE SCHEDULE O)COLLECTIVE IMPACT: UNITED WAY OF SALT LAKE (UWSL) WORKS TO CREATE AN INCLUSIVE COMMUNITY WHERE ALL CHILDREN ARE HEALTHY, SUCCESSFUL IN SCHOOL THROUGH COLLEGE, AND ULTIMATELY HAVE A CAREER THAT PROVIDES FINANCIAL STABILITY FOR THEMSELVES AND THEIR FAMILIES. TO CREATE LASTING CHANGE, WE BUILD POWERFUL PARTNERSHIPS AROUND SHARED GOALS THAT IMPACT EVERY CHILD AND EVERY FAMILY IN OUR COMMUNITY. UWSLS GOALS GO WAY BEYOND SHORT-TERM CHARITY FOR A FEW, WE WORK FOR EQUITY AND OPPORTUNITY FOR EVERY CHILD AND EVERY FAMILY IN OUR COMMUNITY AND WE CREATE LASTING SOLUTIONS BY FORGING UNLIKELY PARTNERSHIPS, MOBILIZING THE BEST RESOURCES AND ENGAGING INDIVIDUALS IN THE FIGHT AGAINST OUR COMMUNITY'S MOST DAUNTING SOCIAL CRISES. TO DO THIS, WE USE A RIGOROUS APPROACH TO COLLECTIVE IMPACT CROSS-SECTOR COLLABORATION THAT BRINGS EVERYONE TOGETHER - FOUNDATIONS, BUSINESSES, CITIES, STATE GOVERNMENT, SCHOOLS, CHURCHES, NONPROFIT ORGANIZATIONS...AND INDIVIDUALS WITH A SHARED PURPOSE AND ACCOUNTABILITY FOR RESULTS; DATA-DRIVEN CONTINOUS IMPROVEMENT; MUTUALLY-REINFORCING ALIGNMENT OF EFFORT AND RESOURCES; AND CONSTANT COMMUNICATION.UNITED WAY OF SALT LAKE SERVES AS A BACKBONE ORGANIZATION ASSURING THESE ELEMENTS ARE IN PLACE IN EVERY NEIGHBORHOOD, COMMUNITY AND SCHOOL DISTRICT IN WHICH WE WORK. IN ADDITION, WE PROVIDE RESOURCES (GRANTS) TO ORGANIZATIONS WORKING WITHIN THE PARTNERSHIPS, BUILD COLLECTIVE IMPACT SKILL AND CAPABILITY THROUGH TRAINING AND TECHNICAL ASSISTANCE; SUPPORT DATA COLLECTION AND ANALYSIS AND REPORT PROGRESS TO INVESTORS; AND LEAD EFFORTS TO ADDRESS SYSTEMIC BARRIERS. 1976827 1883000 BASIC NEEDS: (SEE SCHEDULE O)BASIC NEEDS: 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. 1240919 30000 2-1-1 PROGRAM: (SEE SCHEDULE O)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 United Way 2-1-1 received 87,994 calls in 2015, providing 131,991 referrals to callers. Additionally, in 2015, 2-1-1 received 39,772 homepage hits, and, since the live chat feature was launched in 2015, Information Specialists have been responding to an average of 100 chats a month.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. 2198173 2198173 DONOR DESIGNATIONS 13938 32 18116 Miscellaneous Activities 2212111 2198205 18116 12086878 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 8 0 105 1 0 0 0 0 0 1 1 0 0 0 0 X 50 46 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 UT X X BILL CRIM 8017367701 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 BILL CRIM PRESIDENT & CEO 40.00 X X 184258 0 13260 MICHAEL PETROGEORGE BOARD MEMBER 1.00 X 0 0 0 SEAN J MULVIHILL BOARD MEMBER 1.00 X 0 0 0 MIKELLE MOORE BOARD MEMBER 1.00 X 0 0 0 JOHN W MILLIKEN BOARD MEMBER 2.00 X 0 0 0 KATHIE MILLER BOARD MEMBER 2.00 X 0 0 0 BEN MCADAMS BOARD MEMBER 1.00 X 0 0 0 THOMAS M LOVE BOARD MEMBER 2.00 X 0 0 0 LEEANNE B LINDERMAN BOARD MEMBER 2.00 X 0 0 0 CHRISTINE B BUCKLEY BOARD MEMBER 2.00 X 0 0 0 JEFFREY K LARSEN BOARD MEMBER 1.00 X 0 0 0 PAULA GREEN JOHNSON BOARD MEMBER 3.00 X 0 0 0 DAVID R GOLDEN BOARD MEMBER 1.00 X 0 0 0 LAREN GERTSCH BOARD MEMBER 1.00 X 0 0 0 KEM GARDNER BOARD MEMBER 2.00 X 0 0 0 JAY FRANCIS BOARD MEMBER 1.00 X 0 0 0 JOSE ENRIQUEZ BOARD MEMBER 1.00 X 0 0 0 JENNIFER DANIELSON BOARD MEMBER 1.00 X 0 0 0 MONA LYMAN BURTON IMMEDIATE PAST CHAIR 2.00 X 0 0 0 DAVID L BUHLER BOARD MEMBER 1.00 X 0 0 0 NEIL HAFER BOARD MEMBER 1.00 X 0 0 0 SEAN M SLATTER BOARD MEMBER 2.00 X 0 0 0 JAKE BOYER BOARD MEMBER 1.00 X 0 0 0 JILL TAYLOR BOARD MEMBER 1.00 X 0 0 0 KEVIN SALMON BOARD MEMBER 1.00 X 0 0 0 GREG HUGHES BOARD MEMBER 1.00 X 0 0 0 Kris Mecham BOARD MEMBER 1.00 X 0 0 0 Micheal Dunn BOARD MEMBER 1.00 X 0 0 0 Kirk Aubry BOARD MEMBER 1.00 X 0 0 0 Kevin J Potts BOARD MEMBER 1.00 X 0 0 0 Peggy Larsen BOARD MEMBER 1.00 X 0 0 0 Michael Kirby BOARD MEMBER 1.00 X 0 0 0 Rebecca Chavez-Houck BOARD MEMBER 1.00 X 0 0 0 SCOTT C ULBRICH BOARD CHAIR 4.00 X X 0 0 0 Catherine F Angstman BOARD MEMBER 1.00 X 0 0 0 Michael Anglin BOARD MEMBER 1.00 X 0 0 0 Jane Marquardt BOARD MEMBER 1.00 X 0 0 0 Todd Weiler BOARD MEMBER 1.00 X 0 0 0 DEBORAH SBAYLE IMMEDIATE PAST PRESIDENT & CEO 40.00 X X 256145 0 17181 M CRAIG ZOLLINGER VICE CHAIR 4.00 X 0 0 0 Thomas E Wright BOARD MEMBER 1.00 X 0 0 0 MICHAEL WEINHOLTZ BOARD MEMBER 1.00 X 0 0 0 LINDA WARDELL BOARD MEMBER 1.00 X 0 0 0 HEIDI WALKER BOARD MEMBER 1.00 X 0 0 0 CRAIG WAGSTAFF BOARD MEMBER 1.00 X 0 0 0 Alex Guzman BOARD MEMBER 1.00 X 0 0 0 Tanya Vea BOARD MEMBER 1.00 X 0 0 0 MARK H BOUCHARD BOARD MEMBER 1.00 X 0 0 0 GREGER SUMMERHAYS PRINCIPAL GIFTS DIRECTOR 40.00 X 0 0 0 SCOTT BANKS CFO 40.00 X 0 0 0 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 40.00 X 166547 0 9289 KEVIN GRIMMETT IMMEDIATE PAST CFO 40.00 X 114779 0 5176 721729 0 44906 4 0 1 0 0 41422 689520 11413839 122975 12144781 MISCELLANEOUS 900099 18116 18116 18116 181762 181762 1313088 1426782 -113694 -113694 -113694 88662 41422 119806 -31144 -31144 12199821 18116 0 36924 7648722 7648722 652259 404104 248155 3770672 2587340 230209 953123 157762 110185 6406 41171 332345 206283 40970 85092 328003 193863 45511 88629 11096 1593 9221 282 43910 6305 36488 1117 50234 50234 284542 253791 138 30613 3051 1801 1250 280972 160803 26213 93956 273286 181088 23353 68845 274132 175014 21831 77287 33620 14311 10215 9094 263428 155261 44483 63684 49030 49030 112516 112516 94708 62682 6426 25600 63520 43929 4280 15311 SPECIAL EVENTS 457134 226686 1716 228732 DONATED GOODS & SUPPLIE 32762 32762 MEMBERSHIPS & SUBSCRIPT 16479 2860 5008 8611 AWARDS & GIFTS 14057 5331 6367 2359 15248240 12086878 1085689 2075673 11531550 10789919 13257850 11125395 31161 0 745874 463001 261821 282873 5208772 5282591 1228534 2429040 31519688 29909818 558217 388996 2063601 2594112 2173500 3135709 227599 214036 5022917 6332853 X 12162345 12761353 14222725 10713642 111701 101970 26496771 23576965 31519688 29909818 X -3048419 138344 -9731 X 0 1 X 1 0 X 14823638 21342491 11178079 17051278 12144781 76540267 14823638 21342491 11178079 17051278 12144781 76540267 6315611 70224656 61216 123444 175898 179299 181762 721619 65754 63997 70364 89001 18116 307232 77569118 0.90530 0.92450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28335 38800 67135 15181105 15248240 912412 228103 0 0 534113 878033 864751 912412 3189309 4783964 43090 147251 50581 67135 308057 133528 219508 216188 228103 797327 1195991 25138 48409 22279 28335 124161 1323264 29831 1353095 1302531 20733 1323264 1118659 183872 1302531 1031392 87267 1118659 983032 25450 22910 1031392 0.69370 0.06310 0.24330 0 0 149723 37133 112590 596151 425868 170283 282873 INSURANCE CASH VALUE 96353 BENEFICIARY INTEREST IN TRUSTS 16663 OTHER ASSETS 17611 SIB HB96 RECEIVABLE - STATE OF UTAH 2298413 2429040 LEASE PAYOFF PAYABLE 214036 214036 X 10500665 138344 10832 -2207904 -2058728 12559393 50234 -409806 -359572 12199821 13130471 10832 119806 130638 12999833 50234 2198173 2248407 15248240 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 -2,198,173. DECREASE IN INTEREST IN CHARITABLE TRUST FUND -9,731. Part XI, Line 4b - Other Adjustments: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS -290,000. FUNDRAISING EVENTS EXPENSE -119,806. Part XII, Line 2d - Other Adjustments: FUNDRAISING EVENTS EXPENSE 119,806. Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS 2,198,173. POYP 130084 41422 88662 23745 38462 4898 52701 130084 41422 88662 23745 38462 4898 52701 119806 -31144 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) Asian Assn of Utah DBA Refugee & Immigrant Center 1588 S Major St Salt Lake City UT 84115 870333555 501(c )(3) 50000 Immigrant & Refugee Initiative - Integration Association for Utah 211 257 E 200 S SALT LAKE CITY UT 84111 501(c )(3) 30000 Collective Impact 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) 15000 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 & Girls Clubs of South Valley PO Box 57071 Murray UT 84157 870304654 501(c )(3) 281094 Community Development Canyons School District 9150 S 500 W Sandy UT 84093 452603900 501(c )(3) 205000 Collective Impact Catholic Community Services 745 E 300 S Salt Lake City UT 84102 870212450 501(c )(3) 69000 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) 5000 Basic Needs (Food, Shelter, Health, Advocacy) Christian Center of Park City PO Box 683480 Park City UT 84068 870643778 501(c )(3) 8000 Basic Needs (Food, Shelter, Health, Advocacy) City of South Salt Lake 220 E Morris Ave South Salt Lake City UT 84115 Gov't 281634 Collective Impact Club Connect 2151 LeJeune Rd Suite 150 Coral Gables FL 33134 501(c )(3) 9500 Collective Impact Community Education Partnership 3600 S Constitution Blvd West Valley City UT 84119 030543136 501(c )(3) 63945 Collective Impact Community Health Centers 220 W 7200 S Midvale UT 84047 742412898 501(c )(3) 116395 Basic Needs (Food, Shelter, Health, Advocacy) Community Nursing Services 6949 High Tech Dr Midvale UT 84047 870212459 501(c )(3) 100000 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) 45000 Basic Needs (Food, Shelter, Health, Advocacy), Collective Impact Davis County Health Department 22 S State St Clearfield UT 84015 Gov't 12500 Basic Needs (Food, Shelter, Health, Advocacy) Davis School District 490 S 500 E Kaysville UT 84037 870386379 501(c )(3) 107146 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) Deborah Bayle Scholarship 257 E 200 S Salt Lake City UT 84111 501(c )(3) 33500 Scholarships to high school students Disability Law Center 205 N 400 W Salt Lake City UT 84103 870326807 501(c )(3) 7500 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 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) 105000 Basic Needs (Food, Shelter, Health, Advocacy), Collective Impact Family Counseling Center 5250 Commerce Dr Murray UT 84107 870212455 501(c )(3) 50000 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 Promise 814 W 800 S Salt Lake City UT 84104 870547916 501(c )(3) 10000 Collective Impact Fourth Street Clinic-Wasatch Homeless Health 409 400th S Salt Lake City UT 84101 870569356 501(c )(3) 67500 Basic Needs (Food, Shelter, Health, Advocacy) Granite School District 2500 S State St Salt Lake City UT 84115 876000494 501(c )(3) 313506 Basic Needs - Shelter Guadalupe Center Educational Program Inc 340 S Goshen St Salt Lake City UT 84104 870299521 501(c )(3) 189181 Collective Impact Holy Cross Ministries 860 E 4500 S Ste 204 Salt Lake City UT 84107 870359324 501(c )(3) 163000 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) 55000 Immigrant & Refugee - Integration Jewish Family Service 1111 Brickyard Rd 218 Salt Lake City UT 84106 870227089 501(c )(3) 6000 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) 12000 Basic Needs (Food, Shelter, Health, Advocacy) Latinos in Action 9898 North Wild Flower Circle Cedar Hills UT 84062 264304427 501(c )(3) 82217 Community Development Legal Aid Society of Salt Lake 450 S State St Salt Lake City UT 84111 870212457 501(c )(3) 77500 Basic Needs (Food, Shelter, Health, Advocacy) Maliheh Free Clinic 415 E 3900 S Salt Lake City UT 84107 202313461 501(c )(3) 15000 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) Mountainlands Community Housing Trust 1960 Sidewinder Dr Park City UT 84060 870514438 501(c )(3) 10500 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) 15000 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) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Park City Education Foundation PO Box 681422 Park City UT 84068 742552454 501(c )(3) 168669 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) 19500 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) 8000 Basic Needs (Food, Shelter, Health, Advocacy) Project Reality 150 E 700 S Salt Lake City UT 84111 870288734 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) Rape Recovery Center 2035 S 1300 E Salt Lake City UT 84105 870308785 501(c )(3) 18000 Basic Needs (Food, Shelter, Health, Advocacy) Salt Lake CAP Head Start 1307 S 900 W Salt Lake City UT 84102 870269683 501(c )(3) 25000 Basic Needs-Health Salt Lake Community Action Program 764 S 200 W Salt Lake City UT 84101 870269683 501(c )(3) 368635 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 1383 S 900 W Ste 128 Salt Lake City UT 84104 870482710 501(c )(3) 10000 Collective Impact Sealants for Smiles 5373 S Green St Salt Lake City UT 84123 208857514 501(c )(3) 11997 Collective Impact South Valley Sanctuary PO Box 1028 West Jordan UT 84084 870543219 501(c )(3) 15000 Basic Needs-Health 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 Christmas Box International 3660 SW Temple Salt Lake City UT 84115 311617816 501(c )(3) 8000 Basic Needs (Food, Shelter, Health, Advocacy) The Family Support Center 1760 W 4805 S Taylorsville UT 84118 870359719 501(c )(3) 15000 Basic Needs - Safety, Community Development The Haven 974 E South Temple Salt Lake City UT 84102 237043339 501(c )(3) 20000 Basic Needs - Safety Community Development The INN Between 340 Goshen St Salt Lake City UT 84104 472329595 501(c )(3) 5000 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 Tooele Valley Community Cooperative 169 N Main St Tooele UT 84074 320167874 501(c )(3) 55000 COLLECTIVE IMPACT TURN Community Services Inc 638 Wilmington Ave Salt Lake City UT 84106 870303448 501(c )(3) 25000 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 876000525 Gov't 90000 Basic Needs (Food, Shelter, Health, Advocacy) U of U DentalGuadalupe 201 S Presidents Circle Rm 406 Salt Lake City UT 84112 Gov't 3000 Basic Needs (Food, Shelter, Health, Advocacy) Utah Aids Foundation 1408 S 1100 E Salt Lake City UT 84105 870455172 501(c )(3) 10000 Basic Needs (Food, Shelter, Health, Advocacy) 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) 15000 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) 100000 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) 15000 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) 80000 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) Walmart Foundation 702 SW 8th St Dept 8687 0555 Bentonville AR 72716 205639919 501(c )(3) 20000 EITC/VITA Wasatch Community Gardens 824 S 400 W Ste 127 Salt Lake City UT 84101 742550359 501(c )(3) 5000 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) Donor Choice Designations 257 eAST 200 sOUTH SALT LAKE CITY UT 84111 501(c )(3) 2164533 Donor Choice Pass-thru designations to various 501c3 organizations 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 1 0 BILL CRIM PRESIDENT & CEO 159258 0 25000 0 0 0 9706 0 3554 0 197518 0 0 0 DEBORAH SBAYLE IMMEDIATE PAST PRESIDENT & CEO 186145 0 70000 0 0 0 12681 0 4500 0 273326 0 0 0 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 146547 0 20000 0 0 0 8838 0 451 0 175836 0 0 0 Part I, Line 7 DISCRETIONARY BONUSES WERE APPROVED BY THE COMPENSATION COMMITTEE AND BY THE EXECUTIVE COMMITTEE TO REWARD THE OFFICERS FOR THEIR OUTSTANDING WORK. LOVE COMMUNICATIONS SEE PART V 45619 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 $3,000 IS PAID TO LOVE COMMUNICATIONS FOR THEIR SERVICES. 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 1 20000 SALES PRICE X 12 70213 FAIR MARKET VALUE X VARIOUS NONCASH DONATIONS 74 32762 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 A, line 2 DEBORAH S. BAYLE, IMMEDIATE PAST PRESIDENT & CEO, IS A TRUSTEE OF THE MARK AND KATHIE MILLER FOUNDATION. KATHIE MILLER IS A BOARD MEMBER. Form 990, Part VI, Section B, line 11 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: decrease in value of charitable trusts -9,731.