2017-11-08T16:30:17-07:00 2016-12-31 460952065 SHAW & CO PC 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2016-01-01 870199245 UTAH FOUNDATION UTAH 8013551400 PO BOX 387 SALT LAKE CITY UT 841100387 PETER REICHARD PRESIDENT 8013551400 2017-11-02 true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2017-11-08 27B959B6E57BD0EFF7EA62E13F272D78F879BC9D 27B959B6E57BD0EFF7EA62E13F272D78F879BC9D 2016 2021-01-29 14:40:06Z STEPHEN J HERSHEY KROES 150 S STATE ST 444 SALT LAKE CITY UT 84111 610902 false X HTTP://WWW.UTAHFOUNDATION.ORG/ X 1945 UT TO PROMOTE A THRIVING ECONOMY, A WELL-PREPARED WORK FORCE, AND A HIGH QUALITY OF LIFE FOR UTAHNS BY PERFORMING THOROUGH, WELL-SUPPORTED RESEARCH THAT HELPS POLICY MAKERS, BUSINESS AND COMMUNITY LEADERS, AND CITIZENS BETTER UNDERSTAND COMPLEX ISSUES AND PROVIDING PRACTICAL, WELL-REASONED RECOMMENDATIONS FOR POLICY CHANGE. 64 64 7 0 464837 434398 116295 176455 138 49 0 581270 610902 0 0 573582 532608 0 62339 136974 126712 710556 659320 -129286 -48418 170143 118521 17178 13974 152965 104547 X TO PROMOTE A THRIVING ECONOMY, A WELL-PREPARED WORK FORCE, AND A HIGH QUALITY OF LIFE FOR UTAHNS BY PERFORMING THOROUGH, WELL-SUPPORTED RESEARCH THAT HELPS POLICY MAKERS, BUSINESS AND COMMUNITY LEADERS, AND CITIZENS BETTER UNDERSTAND COMPLEX ISSUES AND PROVIDING PRACTICAL, WELL-REASONED RECOMMENDATIONS FOR POLICY CHANGE. false false 522509 176455 SEE SCHEDULE O IT WAS AN EXTREMELY PRODUCTIVE YEAR FOR UTAH FOUNDATION, WITH 17 PUBLICATIONS, THE LAUNCH OF OUR NEW PODCAST (SEARCH FOR UTAH THRIVES ON ITUNES OR OTHER PODCAST SOURCES), BLOG POSTS ABOUT A WIDE VARIETY OF POLICY ISSUES, AND FORUMS ALL AROUND THE STATE. WE WERE THE FIRST (AND ONE OF THE ONLY) GROUPS TO HOST THE FOUR LEADING CANDIDATES FOR GOVERNOR IN ONE EVENT, AT THE KICKOFF OF OUR UTAH PRIORITIES PROJECT. THE UTAH PRIORITIES PROJECT STARTS WITH A RIGOROUS DAN JONES SURVEY TO DETERMINE THE TOP 10 ISSUES OF MAJOR ELECTION YEARS. WE THEN STRUCTURE EVENTS AND OUR RESEARCH AGENDA AROUND THOSE ISSUES, WORK WITH NEWS MEDIA OUTLETS FOR SPECIAL COVERAGE ON THE ISSUES, AND URGE CANDIDATES TO FOCUS ON THEIR SOLUTIONS TO THOSE PROBLEMS. RESEARCH & COMMUNICATIONS: 87,000 REPORTS & SUMMARIES VIEWED ONLINE 1,000 ATTENDEES AT FORUMS 27 SPEAKING ENGAGEMENTS 192 NEWS ARTICLES ABOUT OUR WORK 13 PODCAST EPISODES 31 BLOG POSTS 10 UTAH PRIORITIES BRIEFS 7 RESEARCH REPORTS THE 2016 UTAH PRIORITIES PROJECT - TOP 10 ISSUES: HEALTHCARE AIR QUALITY K-12 EDUCATION STATE TAXES & GOV'T SPENDING JOBS & THE ECONOMY WATER SUPPLY & QUALITY CRIME & SAFETY PARTISAN POLITICS HOMELESSNESS & POVERTY THE ENVIRONMENT 522509 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false true false false false false false false false false false false false true 2 0 7 true false false false false false false false false false false X 64 64 false false false false false false false true true false false true true false false false false true false false UT X X STEPHEN J HERSHEY KROES 8013551400 150 S STATE ST SUITE 444 SALT LAKE CITY UT 841111748 NEIL ABERCROMBIE TRUSTEE 1.00 X 0 0 0 NATHAN ANDERSON TRUSTEE 1.00 X 0 0 0 BRIAN AUTRY TRUSTEE 1.00 X 0 0 0 SCOTT BARLOW TRUSTEE 1.00 X 0 0 0 ZACHARY BARRUS TRUSTEE 1.00 X 0 0 0 MARTIN BATES TRUSTEE 1.00 X 0 0 0 BLAKE BAUMAN TRUSTEE 1.00 X 0 0 0 COLLEEN LARKIN BELL TRUSTEE 1.00 X 0 0 0 DAVID BIRD TRUSTEE 1.00 X 0 0 0 DOUG BOUDREAUX TRUSTEE 1.00 X 0 0 0 CRAIG BROUSSARD TRUSTEE 1.00 X 0 0 0 MARK BUCHI TRUSTEE 1.00 X 0 0 0 JONATHAN CAMPBELL TRUSTEE 1.00 X 0 0 0 GARY CARLSON TRUSTEE 1.00 X 0 0 0 CARLTON CHRISTENSEN TRUSTEE 1.00 X 0 0 0 TOM CHRISTOPULOS TRUSTEE 1.00 X 0 0 0 BILL CRIM TRUSTEE 1.00 X 0 0 0 JAMIE DAVIDSON TRUSTEE 1.00 X 0 0 0 DAN ELDREDGE TRUSTEE 1.00 X 0 0 0 FRED ESPLIN TRUSTEE 1.00 X 0 0 0 AARON EVANS TRUSTEE 1.00 X 0 0 0 BRYSON GARBETT TRUSTEE 1.00 X 0 0 0 DAVID GESSEL TRUSTEE 1.00 X 0 0 0 MICHAEL GITTO TRUSTEE 1.00 X 0 0 0 GREG GRAVES TRUSTEE 1.00 X 0 0 0 ANDREW GRUBER TRUSTEE 1.00 X 0 0 0 NEIL HAFER TRUSTEE 1.00 X 0 0 0 RAYMOND HALL TRUSTEE 1.00 X 0 0 0 KURT HAWES TRUSTEE 1.00 X 0 0 0 MATT HIRST TRUSTEE 1.00 X 0 0 0 ELIZABETH HITCH VICE CHAIR 1.00 X 0 0 0 ANNALISA HOLCOMBE TRUSTEE 1.00 X 0 0 0 BRENT JENSEN CHAIR 1.00 X 0 0 0 JONATHAN JOHNSON TRUSTEE 1.00 X 0 0 0 TYLER KRUZICH TRUSTEE 1.00 X 0 0 0 CHARLIE LANSCHE TRUSTEE 1.00 X 0 0 0 DAVID LITVACK TRUSTEE 1.00 X 0 0 0 DENNIS LLOYD TRUSTEE 1.00 X 0 0 0 FRANK LOJKO TRUSTEE 1.00 X 0 0 0 DEAN LUIKART TRUSTEE 1.00 X 0 0 0 LINDA MAKIN TRUSTEE 1.00 X 0 0 0 PETER MANN TRUSTEE 1.00 X 0 0 0 CELESTE MCDONALD TRUSTEE 1.00 X 0 0 0 STEVEN MCDOUGAL TRUSTEE 1.00 X 0 0 0 FORREST MCNABB TRUSTEE 1.00 X 0 0 0 DARIN MELLOTT TRUSTEE 1.00 X 0 0 0 BRAD MORTENSEN TRUSTEE 1.00 X 0 0 0 ANGIE OSGUTHORPE TRUSTEE 1.00 X 0 0 0 SCOTT PARSON TRUSTEE 1.00 X 0 0 0 GREGORY POULSEN TRUSTEE 1.00 X 0 0 0 WAYNE PYLE TRUSTEE 1.00 X 0 0 0 ROLAND RADACK TRUSTEE 1.00 X 0 0 0 RONA RAHLF TRUSTEE 1.00 X 0 0 0 MELISSA SHANJENGANGE TRUSTEE 1.00 X 0 0 0 TIM SHEEHAN TRUSTEE 1.00 X 0 0 0 MATT SIBUL TRUSTEE 1.00 X 0 0 0 HARRIS SIMMONS TRUSTEE 1.00 X 0 0 0 MARK WALKER TRUSTEE 1.00 X 0 0 0 HEIDI WALKER TRUSTEE 1.00 X 0 0 0 MIKE WASHBURN TRUSTEE 1.00 X 0 0 0 LAVARR WEBB TRUSTEE 1.00 X 0 0 0 CHAD WESTOVER TRUSTEE 1.00 X 0 0 0 GARY WHATCOTT TRUSTEE 1.00 X 0 0 0 AUDRY WOOD TRUSTEE 1.00 X 0 0 0 STEPHEN J HERSHEY KROES PRESIDENT 40.00 X 150000 0 42412 PETER REICHARD PRESIDENT X 0 0 0 150000 42412 1 false true false 434398 434398 CONSULTING INCOME 139275 139275 PROGRAM EVENTS 37180 37180 176455 49 49 610902 176455 49 192412 96206 48103 48103 238300 224418 8397 5485 74937 69281 3268 2388 26959 20788 3187 2984 5400 5400 60841 60841 9593 7578 1055 960 19072 15067 2098 1907 5896 5247 649 2101 1660 231 210 PROGRAM EVENT EXPENSES 17797 17797 MISCELLANEOUS 5051 2867 1978 206 LIBRARY 961 759 106 96 659320 522509 74472 62339 13796 133152 83029 8500 5420 22150 10581 821 55697 52052 3667 3645 1853 2050 170143 118521 17178 13974 17178 13974 X 144465 96047 8500 8500 152965 104547 170143 118521 -48418 X false true X true false X 284739 184700 471405 464837 434398 1840079 127260 119008 129390 116295 176455 668408 411999 303708 600795 581132 610853 2508487 169250 142200 270500 224500 184500 990950 89775 77333 90752 38461 102414 398735 259025 219533 361252 262961 286914 1389685 1118802 199 105 157 138 49 648 199 105 157 138 49 648 412198 303813 600952 581270 610902 2509135 0.44590 0.43380 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55697 52052 3645 3645 658902 48000 48000 610902 610902 707320 48000 48000 659320 659320 X X X X false false false false false false false false false STEPHEN J HERSHEY KROES PRESIDENT 150000 42412 192412 LOVE COMMUNICATIONS BOARD MEMBER 15726 CONSULTING false FORM 990 - ORGANIZATION'S MISSION TO PROMOTE A THRIVING ECONOMY, A WELL-PREPARED WORK FORCE, AND A HIGH QUALITY OF LIFE FOR UTAHNS BY PERFORMING THOROUGH, WELL-SUPPORTED RESEARCH THAT HELPS POLICY MAKERS, BUSINESS AND COMMUNITY LEADERS, AND CITIZENS BETTER UNDERSTAND COMPLEX ISSUES AND PROVIDING PRACTICAL, WELL-REASONED RECOMMENDATIONS FOR POLICY CHANGE. FORM 990, PAGE 2, PART III, LINE 4A IT WAS AN EXTREMELY PRODUCTIVE YEAR FOR UTAH FOUNDATION, WITH 17 PUBLICATIONS, THE LAUNCH OF OUR NEW PODCAST (SEARCH FOR UTAH THRIVES ON ITUNES OR OTHER PODCAST SOURCES), BLOG POSTS ABOUT A WIDE VARIETY OF POLICY ISSUES, AND FORUMS ALL AROUND THE STATE. WE WERE THE FIRST (AND ONE OF THE ONLY) GROUPS TO HOST THE FOUR LEADING CANDIDATES FOR GOVERNOR IN ONE EVENT, AT THE KICKOFF OF OUR UTAH PRIORITIES PROJECT. THE UTAH PRIORITIES PROJECT STARTS WITH A RIGOROUS DAN JONES SURVEY TO DETERMINE THE TOP 10 ISSUES OF MAJOR ELECTION YEARS. WE THEN STRUCTURE EVENTS AND OUR RESEARCH AGENDA AROUND THOSE ISSUES, WORK WITH NEWS MEDIA OUTLETS FOR SPECIAL COVERAGE ON THE ISSUES, AND URGE CANDIDATES TO FOCUS ON THEIR SOLUTIONS TO THOSE PROBLEMS. RESEARCH & COMMUNICATIONS: 87,000 REPORTS & SUMMARIES VIEWED ONLINE 1,000 ATTENDEES AT FORUMS 27 SPEAKING ENGAGEMENTS 192 NEWS ARTICLES ABOUT OUR WORK 13 PODCAST EPISODES 31 BLOG POSTS 10 UTAH PRIORITIES BRIEFS 7 RESEARCH REPORTS THE 2016 UTAH PRIORITIES PROJECT - TOP 10 ISSUES: HEALTHCARE AIR QUALITY K-12 EDUCATION STATE TAXES & GOV'T SPENDING JOBS & THE ECONOMY WATER SUPPLY & QUALITY CRIME & SAFETY PARTISAN POLITICS HOMELESSNESS & POVERTY THE ENVIRONMENT 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.