UTAH FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-25
- IRS object ID
- 201602389349301000
- Schema version
- 2015v2.1
- 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 | 2016-08-25T18:18:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | STEPHEN J HERSHEY KROES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8013551400 | PhoneNum |
| Signature | 2016-08-12 | 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 | 2016-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | STEPHEN J HERSHEY KROES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W BROADWAY SUITE 307 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $581,270 | 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 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $471,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $464,837 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,390 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157 | PYInvestmentIncomeAmt |
| CY Investment Income | $138 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $600,952 | PYTotalRevenueAmt |
| CY Total Revenue | $581,270 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $344,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $573,582 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,429 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $108,672 | PYOtherExpensesAmt |
| CY Other Expenses | $136,974 | CYOtherExpensesAmt |
| PY Total Expenses | $452,892 | PYTotalExpensesAmt |
| CY Total Expenses | $710,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $148,060 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$129,286 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $297,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,178 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $282,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $152,965 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $571,870 | ExpenseAmt |
| Revenue | $116,295 | RevenueAmt |
| Desc | SEE SCHEDULE O RESEARCH: WITH AN EXPANDED STAFF, WE PUBLISHED 14 REPORTS COVERING A RANGE OF CRUCIAL ISSUES, INCLUDING TAXES, TRANSPORTATION, EDUCATION, UTAH'S MILLENIALS, BROADBAND INFRASTRUCTURE, SENIOR SERVICES, QUALITY OF LIFE, VOTING, AND THE WORKFORCE. THE MILLENNIALS AND BOOMERS SERIES BROKE NEW GROUND, WITH OUR EXTENSIVE SURVEY ALLOWING COMPARISONS TO NATIONAL OPINIONS. AMONG THE FINDINGS, UTAH MILLENNIALS ARE MORE CONTENT AT WORK AND MORE LIKELY TO OWN HOMES THAN NATIONAL COUNTERPARTS. THEY DO HAVE A GREATER PREFERENCE FOR BIG CITY LIVING THAN OTHER UTAH GENERATIONS, BUT IT IS MUCH SMALLER THAN THIS MUCH-DISCUSSED PREFERENCE AMONG NATIONAL MILLENNIALS. AND THERE IS SO MUCH MORE IN THOSE REPORTS ASIDE FROM THE GENREATIONS SURVEY, OUR MOST POPULAR REPORTS COVERED UTAH'S TAX BURDEN, LOCAL ROADS, CHALLENGES WITH VOTER TURNOUT, AND UTAH EMPLOYERS' FEEDBACK ON THE QUALITIES OF OUR WORKFORCE. ALL OF THESE PROVIDE ESSENTIAL INSIGHTS THAT CAN BE USED IN MAKING PUBLIC POLICY, ECONOMIC DECISIONS, AND DEVELOPING A BETTER UNDERSTANDING OF OUR COMMUNITIES AND SOCIETY. UTAH FOUNDATION PUBLICATIONS, 2015: JANUARY - EASING THE BURDEN: UTAH TAXES TAKING LOWEST SHARE OF INCOME IN 20 YEARS JANUARY - THE ROADS LESS TRAVELED: SURVEY ANALYSIS AND RESEARCH REGARDING UTAH'S LOCAL ROADS MARCH - UTAH IN THE FAST LANE: AN ANALYSIS OF DRIVING AND TRAFFIC SAFETY MAY - REACHING TOWARD 2050: EDUCATION IN THE MIDST OF POPULATION GROWTH MAY - MILLENIALS AND BOOMERS: HOW UTAH'S GENERATIONS COMPARE TO EACH OTHER AND THE NATION (PART I) JUNE - MILLENIALS AND BOOMERS: FINANCES AND WORKPLACE PREFERENCES (PART II) JUNE - MILLENIALS AND BOOMERS: HOUSING PREFERENCES (PART III) JULY - LESSONS FROM OUR NEIGHBOR: LEARNING FROM COLORADO'S EDUCATIONAL SUCCESS JULY - MILLENIALS AND BOOMERS: POLITICS AND SOCIETY (PART IV) OCTOBER - 21ST CENTURY INFRASTRUCTURE: HOW BROADBAND INTERNET HAS SHAPED AND IS SHAPING UTAH OCTOBER - TAKING CARE OF OUR SENIORS: AN ASSESSMENT OF UTAH'S AGING SERVICES NOVEMBER - UTAH FOUNDATION QUALITY OF LIFE INDEX: 2015 -- FROM CONCERN ABOUT JOBS TO AN EMBRACE OF NATURAL SURROUNDINGS DECEMBER - VOTING IN UTAH: ANALYZING CURRENT PRACTICES AND FUTURE OPTIONS FOR UTAH VOTERS DECEMBER - IS THIS THE PLACE? A SURVEY OF UTAH EMPLOYERS WE ALSO PUBLISHED 21 BLOG POSTS ON ECONOMIC, EDUCATIONAL, ENVIRONMENTAL, DEMOGRAPHIC, AND SOCIAL TOPICS. WE EVEN JUST ADDED AN AUDIO PODCAST CALLED UTAH THRIVES. TAKE A LOOK AT WWW.UTAHFOUNDATION.ORG/BLOG. WE WILL SOON DISCONTINUE POSTAL MAILINGS, EXCEPT FOR OCCATIONAL POSTCARDS. EVENTS, MEDIA EXPOSURE, AND COMMUNICATIONS: THIS YEAR HAS SEEN A TRULY AMAZING AMOUNT OF MEDIA COVERAGE ON OUR WORK, WITH 201 NEWS ARTICLES CITING OUR RESEARCH. MOST OF THE ARTICLES INCLUDE LINKS TO OUR REPORTS, WHICH IS DRIVING STRONG TRAFFIC TO OUR WEBSITE, WHICH SEES ABOUT 7,000 OF OUR FULL REPORTS DOWNLOADED PER MONTH. THIS IS A RECORD LEVEL OF NEWS ARTICLES FOR US, AND IT QUADRUPLES OUR RATE IN 2014. THIS INCLUDES NINE FRONT-PAGE FEATURES IN THE SALT LAKE TRIBUNE AND DESERET NEWS. THIS KIND OF EXPOSURE IS A DIRECT RESULT OF OUR RECENT EXPANSION AND HIRING AN EXPERIENCED MEDIA PERSONALITY AS OUR COMMUNICATIONS DIRECTOR. IN APRIL, WE CREATED AN INNOVATIVE ACROSS THE SPECTRUM LUNCH FEATURING NEW PERSONALITIES REVIEWING THE LEGISLATIVE SESSION AND PREDICTING POLITICAL EVENTS FOR THE COMING YEAR. IN SEPTEMBER, WE CELEBRATED OUR 70TH ANNIVERSARY WITH STYLE AT A GALA LUNCHEON, WHERE WE GAVE OUR FIRST-EVER INSIGHT AWARD TO DAN AND PAT JONES FOR THEIR LONGTIME DEDICATION TO ENLIGHTENING UTAHNS ON THE ISSUES. | Desc |
| Total Program Service Expenses | $571,870 | 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 | Yes (true) | 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 | Yes (true) | 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 | 12 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | 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 | STEPHEN J HERSHEY KROES | PersonNm |
| Phone | 8013551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S STATE ST SUITE 444 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841111748 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| NEIL ABERCROMBIE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN AMES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BARLOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ZACHARY BARRUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN BATES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANE BEATTIE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN LARKIN BELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BIRD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG BOUDREAUX | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG BROUSSARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BUCHI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN CAMPBELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY CARLSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLTON CHRISTENSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CHRISTOPULOS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL CRIM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE DAVIDSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN ELDREDGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY ELLERTSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED ESPLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON EVANS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYSON GARBETT | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GRUBER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW HAALAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL HAFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HARDY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT HAWES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HITCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT JENSEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN JOHNSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BYRON JORGENSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENEISE LACY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD LAMB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE LANSCHE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS LLOYD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK LOJKO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN LUIKART | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MAKIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG MATSUMORI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CELESTE MCDONALD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN MCDOUGAL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FORREST MCNABB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARIN MELLOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD MORTENSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE OSGUTHORPE | ||||||
| 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 | |
| WAYNE PYLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROLAND RADACK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONA RAHLF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY SERMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA SHANJENGANGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM SHEEHAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT SIBUL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIS SIMMONS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK WALKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WASHBURN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAVARR WEBB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD WESTOVER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN J HERSHEY KROES | ||||||
| PRESIDENT | 40.00 | $147,861 | $0 | $36,823 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,861 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $36,823 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $464,837 | AllOtherContributionsAmt |
| Total Contributions | $464,837 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONSULTING INCOME | $60,900 | $60,900 |
| PROGRAM EVENTS | $55,395 | $55,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $116,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138 | TotalRevenueColumnAmt |
| Exclusion | $138 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,295 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $138 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,861 | TotalAmt |
| Program Services | $73,931 | ProgramServicesAmt |
| Management And General | $36,965 | ManagementAndGeneralAmt |
| Fundraising | $36,965 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,383 | TotalAmt |
| Program Services | $273,949 | ProgramServicesAmt |
| Management And General | $11,066 | ManagementAndGeneralAmt |
| Fundraising | $7,368 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,199 | TotalAmt |
| Program Services | $80,758 | ProgramServicesAmt |
| Management And General | $11,150 | ManagementAndGeneralAmt |
| Fundraising | $10,291 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,139 | TotalAmt |
| Program Services | $24,606 | ProgramServicesAmt |
| Management And General | $3,397 | ManagementAndGeneralAmt |
| Fundraising | $3,136 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400 | TotalAmt |
| Management And General | $5,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,773 | TotalAmt |
| Program Services | $45,773 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,569 | TotalAmt |
| Program Services | $12,300 | ProgramServicesAmt |
| Management And General | $1,713 | ManagementAndGeneralAmt |
| Fundraising | $1,556 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,048 | TotalAmt |
| Program Services | $20,578 | ProgramServicesAmt |
| Management And General | $2,865 | ManagementAndGeneralAmt |
| Fundraising | $2,605 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,646 | TotalAmt |
| Program Services | $11,255 | ProgramServicesAmt |
| Management And General | $1,391 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,221 | TotalAmt |
| Program Services | $1,755 | ProgramServicesAmt |
| Management And General | $244 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | $24,710 | $24,710 | ||
| MISCELLANEOUS | $3,808 | $1,624 | $1,978 | $206 |
| LIBRARY | $799 | $631 | $88 | $80 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,556 | TotalAmt |
| Program Services | $571,870 | ProgramServicesAmt |
| Management And General | $76,257 | ManagementAndGeneralAmt |
| Fundraising | $62,429 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,755 | BOYAmt |
| EOY | $133,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,950 | BOYAmt |
| EOY | $22,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,618 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,951 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,888 | BOYAmt |
| EOY | $3,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,853 | BOYAmt |
| EOY | $1,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,796 | BOYAmt |
| EOY | $170,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,545 | BOYAmt |
| EOY | $17,178 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,545 | BOYAmt |
| EOY | $17,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,751 | BOYAmt |
| EOY | $144,465 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $8,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,251 | BOYAmt |
| EOY | $152,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,796 | BOYAmt |
| EOY | $170,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$129,286 | 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 | $256,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $471,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $464,837 | CurrentTaxYearAmt |
| Total | $1,662,026 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,295 | CurrentTaxYearAmt |
| Total | $533,190 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $581,132 | CurrentTaxYearAmt |
| Total | $2,195,216 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,500 | CurrentTaxYearAmt |
| Total | $946,150 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $89,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,461 | CurrentTaxYearAmt |
| Total | $296,321 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $361,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,961 | CurrentTaxYearAmt |
| Total | $1,242,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $952,745 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138 | CurrentTaxYearAmt |
| Total | $1,008 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138 | CurrentTaxYearAmt |
| Total | $1,008 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $412,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $581,270 | CurrentTaxYearAmt |
| Total | $2,196,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.43380 | PublicSupportCY509Pct |
| Public Support PY509 | 0.41430 | 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,951 | DepreciationAmt |
| Book Value | $3,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,667 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $629,270 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $48,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $48,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $581,270 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $581,270 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $758,556 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $48,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $710,556 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $710,556 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J HERSHEY KROES | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $143,361 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $4,500 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $36,823 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $184,684 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE COMMUNICATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $16,546 | TransactionAmt |
| Transaction | CONSULTING | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1, PART I, LINE 6 | INTERN |
| FORM 990, PAGE 2, PART III, LINE 4A | RESEARCH: WITH AN EXPANDED STAFF, WE PUBLISHED 14 REPORTS COVERING A RANGE OF CRUCIAL ISSUES, INCLUDING TAXES, TRANSPORTATION, EDUCATION, UTAH'S MILLENIALS, BROADBAND INFRASTRUCTURE, SENIOR SERVICES, QUALITY OF LIFE, VOTING, AND THE WORKFORCE. THE MILLENNIALS AND BOOMERS SERIES BROKE NEW GROUND, WITH OUR EXTENSIVE SURVEY ALLOWING COMPARISONS TO NATIONAL OPINIONS. AMONG THE FINDINGS, UTAH MILLENNIALS ARE MORE CONTENT AT WORK AND MORE LIKELY TO OWN HOMES THAN NATIONAL COUNTERPARTS. THEY DO HAVE A GREATER PREFERENCE FOR BIG CITY LIVING THAN OTHER UTAH GENERATIONS, BUT IT IS MUCH SMALLER THAN THIS MUCH-DISCUSSED PREFERENCE AMONG NATIONAL MILLENNIALS. AND THERE IS SO MUCH MORE IN THOSE REPORTS ASIDE FROM THE GENREATIONS SURVEY, OUR MOST POPULAR REPORTS COVERED UTAH'S TAX BURDEN, LOCAL ROADS, CHALLENGES WITH VOTER TURNOUT, AND UTAH EMPLOYERS' FEEDBACK ON THE QUALITIES OF OUR WORKFORCE. ALL OF THESE PROVIDE ESSENTIAL INSIGHTS THAT CAN BE USED IN MAKING PUBLIC POLICY, ECONOMIC DECISIONS, AND DEVELOPING A BETTER UNDERSTANDING OF OUR COMMUNITIES AND SOCIETY. UTAH FOUNDATION PUBLICATIONS, 2015: JANUARY - EASING THE BURDEN: UTAH TAXES TAKING LOWEST SHARE OF INCOME IN 20 YEARS JANUARY - THE ROADS LESS TRAVELED: SURVEY ANALYSIS AND RESEARCH REGARDING UTAH'S LOCAL ROADS MARCH - UTAH IN THE FAST LANE: AN ANALYSIS OF DRIVING AND TRAFFIC SAFETY MAY - REACHING TOWARD 2050: EDUCATION IN THE MIDST OF POPULATION GROWTH MAY - MILLENIALS AND BOOMERS: HOW UTAH'S GENERATIONS COMPARE TO EACH OTHER AND THE NATION (PART I) JUNE - MILLENIALS AND BOOMERS: FINANCES AND WORKPLACE PREFERENCES (PART II) JUNE - MILLENIALS AND BOOMERS: HOUSING PREFERENCES (PART III) JULY - LESSONS FROM OUR NEIGHBOR: LEARNING FROM COLORADO'S EDUCATIONAL SUCCESS JULY - MILLENIALS AND BOOMERS: POLITICS AND SOCIETY (PART IV) OCTOBER - 21ST CENTURY INFRASTRUCTURE: HOW BROADBAND INTERNET HAS SHAPED AND IS SHAPING UTAH OCTOBER - TAKING CARE OF OUR SENIORS: AN ASSESSMENT OF UTAH'S AGING SERVICES NOVEMBER - UTAH FOUNDATION QUALITY OF LIFE INDEX: 2015 -- FROM CONCERN ABOUT JOBS TO AN EMBRACE OF NATURAL SURROUNDINGS DECEMBER - VOTING IN UTAH: ANALYZING CURRENT PRACTICES AND FUTURE OPTIONS FOR UTAH VOTERS DECEMBER - IS THIS THE PLACE? A SURVEY OF UTAH EMPLOYERS WE ALSO PUBLISHED 21 BLOG POSTS ON ECONOMIC, EDUCATIONAL, ENVIRONMENTAL, DEMOGRAPHIC, AND SOCIAL TOPICS. WE EVEN JUST ADDED AN AUDIO PODCAST CALLED UTAH THRIVES. TAKE A LOOK AT WWW.UTAHFOUNDATION.ORG/BLOG. WE WILL SOON DISCONTINUE POSTAL MAILINGS, EXCEPT FOR OCCATIONAL POSTCARDS. EVENTS, MEDIA EXPOSURE, AND COMMUNICATIONS: THIS YEAR HAS SEEN A TRULY AMAZING AMOUNT OF MEDIA COVERAGE ON OUR WORK, WITH 201 NEWS ARTICLES CITING OUR RESEARCH. MOST OF THE ARTICLES INCLUDE LINKS TO OUR REPORTS, WHICH IS DRIVING STRONG TRAFFIC TO OUR WEBSITE, WHICH SEES ABOUT 7,000 OF OUR FULL REPORTS DOWNLOADED PER MONTH. THIS IS A RECORD LEVEL OF NEWS ARTICLES FOR US, AND IT QUADRUPLES OUR RATE IN 2014. THIS INCLUDES NINE FRONT-PAGE FEATURES IN THE SALT LAKE TRIBUNE AND DESERET NEWS. THIS KIND OF EXPOSURE IS A DIRECT RESULT OF OUR RECENT EXPANSION AND HIRING AN EXPERIENCED MEDIA PERSONALITY AS OUR COMMUNICATIONS DIRECTOR. IN APRIL, WE CREATED AN INNOVATIVE ACROSS THE SPECTRUM LUNCH FEATURING NEW PERSONALITIES REVIEWING THE LEGISLATIVE SESSION AND PREDICTING POLITICAL EVENTS FOR THE COMING YEAR. IN SEPTEMBER, WE CELEBRATED OUR 70TH ANNIVERSARY WITH STYLE AT A GALA LUNCHEON, WHERE WE GAVE OUR FIRST-EVER INSIGHT AWARD TO DAN AND PAT JONES FOR THEIR LONGTIME DEDICATION TO ENLIGHTENING UTAHNS ON THE ISSUES. |
| 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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