TECHFORCE FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TECHFORCE FOUNDATION (EIN 59-3828402)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201612249349302271
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

FieldValueIRS element (for citing)
Return2016-08-11T16:10:59-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11850 N CENTRAL AVE SUITE 400AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850044527ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593828402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSAL TECHNICAL INSTITUTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone6234450933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116220 N SCOTTSDALE ROAD NO 100AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER MAHERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6234450933PhoneNum
Signature2016-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA BLUNT CPAPreparerPersonNm
PTINP00075126PTIN
Phone6022645844PhoneNum
Preparation2016-08-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTODD ARMSTRONGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116220 N SCOTTSDALE ROAD NO 100AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85254ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,225,302GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UTIFOUNDATION.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION'S MISSION IS SUPPORTING AND ENCOURAGING TECHNICAL EDUCATION FOR THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, NASCAR AND OTHER TRANSPORTATION INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER SPECIAL PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,159,403PYContributionsGrantsAmt
CY Contributions Grants$1,882,163CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$139,968PYInvestmentIncomeAmt
CY Investment Income$57,856CYInvestmentIncomeAmt
PY Other Revenue$227PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,299,598PYTotalRevenueAmt
CY Total Revenue$1,940,019CYTotalRevenueAmt
PY Grants And Similar Paid$1,082,997PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,521,330CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$17,081PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$131,572CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,800PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,851CYTotalFundraisingExpenseAmt
PY Other Expenses$206,604PYOtherExpensesAmt
CY Other Expenses$239,355CYOtherExpensesAmt
PY Total Expenses$1,309,482PYTotalExpensesAmt
CY Total Expenses$1,892,257CYTotalExpensesAmt
PY Revenues Less Expenses-$9,884PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$47,762CYRevenuesLessExpensesAmt
Total Assets BOY$3,098,274TotalAssetsBOYAmt
Total Assets EOY$3,209,847TotalAssetsEOYAmt
Total Liabilities BOY$9,665TotalLiabilitiesBOYAmt
Total Liabilities EOY$74,941TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,088,609NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,134,906NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION'S MISSIONS IS SUPPORTING AND ENCOURAGING TECHNICAL EDUCATION FOR THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, NASCAR AND OTHER TRANSPORTATION INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER SPECIAL PROGRAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,594,184ExpenseAmt
Grant$1,521,330GrantAmt
DescTHE UTI FOUNDATION PROVIDED 1,323 SCHOLARSHIPS AND GRANTS IN A VARIETY OF AREAS TO STUDENTS WISHING TO PURSUE A SPECIALIZED TECHNICAL EDUCATION AT ANY ONE OF 12 UTI CAMPUSES THROUGHOUT THE US. SCHOLARSHIPS ARE AVAILABLE IN THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE AND NASCAR SERVICE REPAIR PROGRAMS TO HELP STUDENTS GET TO SCHOOL, STAY AND GRADUATE INTO PRODUCTIVE CAREERS. DESIGNATED SCHOLARSHIPS ARE ALSO AVAILABLE FOR MILITARY VETERANS TO HELP GAIN THE TRAINING TO TRANSITION INTO CIVILIAN LIFE. APPROXIMATELY 2,600 STUDENTS WERE ASSISTED WITH FOOD PANTRY ON-THE-SPOT GRANT SUPPORT TO ASSIST CURRENT STUDENTS WHO EXPERIENCE AN UNEXPECTED FINANCIAL CRISIS. FOR MORE INFORMATION ON UTI FOUNDATION SCHOLARSHIPS AND GRANTS, GO TO WWW.UTIFOUNDATION.NET.Desc
Total Program Service Expenses$1,594,184TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER MAHERPersonNm
Phone6234450933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116220 N SCOTTSDALE ROADAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85254ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WILLIAM T BIRGE
DIRECTOR1.00Yes (X)$0$0$0
ROBERT A BENDOTTI
DIRECTOR1.00Yes (X)$0$0$0
FREDERICK NADER
DIRECTOR1.00Yes (X)$0$0$0
LARRY HOHL
DIRECTOR1.00Yes (X)$0$0$0
WARREN DEBARDELABEN
DIRECTOR1.00Yes (X)$0$0$0
LYNN PARKER
DIRECTOR1.00Yes (X)$0$0$0
RONALD J KUTZ
DIRECTOR1.00Yes (X)$0$0$0
BARRETT CRANE
DIRECTOR1.00Yes (X)$0$0$0
TODD ARMSTRONG
PRESIDENT/CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
DONALD W ABLESON
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
FRANK PLACENTI
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
DANIEL M HANCOCK
INTERIM TREASURER1.00Yes (X)$0$0$0Yes (X)
JENNIFER MAHER
SECRETARY/VP/ED40.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$8,595FederatedCampaignsAmt
All Other Contributions$1,873,568AllOtherContributionsAmt
Noncash Contributions$1,733NoncashContributionsAmt
Total Contributions$1,882,163TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,741TotalRevenueColumnAmt
Exclusion$53,741ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$289,398SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$285,283SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,115SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,115TotalRevenueColumnAmt
Exclusion$4,115ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,940,019TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$57,856ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,496,330TotalAmt
Program Services$1,496,330ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$118,211TotalAmt
Program Services$12,046ProgramServicesAmt
Management And General$52,639ManagementAndGeneralAmt
Fundraising$53,526FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,361TotalAmt
Program Services$1,414ProgramServicesAmt
Management And General$8,461ManagementAndGeneralAmt
Fundraising$3,486FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,484TotalAmt
Management And General$11,484ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,582TotalAmt
Program Services$16,938ProgramServicesAmt
Management And General$24,644ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,602TotalAmt
Management And General$10,602ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,159TotalAmt
Program Services$5,042ProgramServicesAmt
Management And General$49,117ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,565TotalAmt
Management And General$4,328ManagementAndGeneralAmt
Fundraising$5,237FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,578TotalAmt
Management And General$18,578ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,689TotalAmt
Management And General$19,689ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,803TotalAmt
Management And General$8,201ManagementAndGeneralAmt
Fundraising$24,602FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,889TotalAmt
Program Services$36,889ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,479TotalAmt
Management And General$3,479ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$525TotalAmt
Program Services$525ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,892,257TotalAmt
Program Services$1,594,184ProgramServicesAmt
Management And General$211,222ManagementAndGeneralAmt
Fundraising$86,851FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$172,167BOYAmt
EOY$638,715EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,503BOYAmt
EOY$1,115,108EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$173,431BOYAmt
EOY$146,132EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,334BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$416,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$276,608LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$176,723BOYAmt
EOY$139,834EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,501,116BOYAmt
EOY$1,170,058EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,098,274BOYAmt
EOY$3,209,847EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,665BOYAmt
EOY$74,941EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,665BOYAmt
EOY$74,941EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$952,244BOYAmt
EOY$719,379EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,136,365BOYAmt
EOY$2,415,527EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,088,609BOYAmt
EOY$3,134,906EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,098,274BOYAmt
EOY$3,209,847EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$47,762ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$32,974NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$31,509OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,361,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,598,933CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,662,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,159,403CurrentTaxYearMinus1YearAmt
Current Tax Year$1,882,163CurrentTaxYearAmt
Total$7,664,639TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,361,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,598,933CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,662,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,159,403CurrentTaxYearMinus1YearAmt
Current Tax Year$1,882,163CurrentTaxYearAmt
Total$7,664,639TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,500,783SubstantialContributorsTotAmt
Public Support Total170$4,163,856PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,567CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,497CurrentTaxYearMinus1YearAmt
Current Tax Year$53,741CurrentTaxYearAmt
Total$218,288TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,061CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,773CurrentTaxYearMinus2YearsAmt
Total$164,327TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$227CurrentTaxYearMinus1YearAmt
Total$227TotalAmt
FieldValueIRS element (for citing)
Total Support$8,047,481TotalSupportAmt
Public Support CY1700.51740PublicSupportCY170Pct
Public Support PY1700.53570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS 2014 AMOUNT: $227ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$416,442OtherCostOrOtherBasisAmt
Depreciation$276,608DepreciationAmt
Book Value$139,834BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$139,834TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
Book Value$1,170,058BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,170,058TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,363,716TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$32,974NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$435,764DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$31,509RecoveriesPriorYearGrantsAmt
Revenue Not Reported$434,299RevenueNotReportedAmt
Revenue Subtotal$1,929,417RevenueSubtotalAmt
Investment Expenses Not Incld$10,602InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,602RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,940,019TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,317,419TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$435,764DonatedServicesUseFcltsAmt
Expenses Not Reported$435,764ExpensesNotReportedAmt
Expenses Subtotal$1,881,655ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,602InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,602ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,892,257TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEGACY INITIATIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111225 N 28TH DRIVE STE D220CAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85029ZIPCd
FieldValueIRS element (for citing)
Recipient EIN270803950RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$25,000CashGrantAmt
Purpose Of GrantEDUCATION SERVICESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIP272$604,021
HARDSHIP ASSISTANCE1050$823,769
FOOD PANTRY/ON THE SPOT GRANTS2673$68,540

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFOR GRANTS TO ORGANIZATIONS, THE FOUNDATION ONLY MAKES GRANTS TO ORGANIZATIONS WITHIN THE U.S. WHICH ARE TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) WITH THE SAME MISSION TO FURTHER EDUCATION. STUDENTS APPLY FOR A SCHOLARSHIP OR GRANT BASED ON ESTABLISHED CRITERIA AND MONEY AVAILABLE. GRANT FUNDS ARE DISBURSED AS NEEDED AS LONG AS THE STUDENT PROVIDES THE NECESSARY DOCUMENTATION. STUDENTS APPLY FOR A PARTICULAR SCHOLARSHIP BASED ON ESTABLISHED CRITERIA, COMPLETE THE APPLICATION FORM AND SUBMIT IT BY THE STATED DEADLINE. EACH SCHOLARSHIP FUND SETS THE NUMBER OF AWARDS PER YEAR. SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE SCHOOL TO ENSURE PROPER USE FOR TUITION AND OTHER APPROVED EXPENSES. HARDSHIP ASSISTANCE IS MONITORED TYPICALLY BY PAYING BASIC-NEED EXPENSES (HOUSING, UTILITIES, ETC.) BASED ON THE SUBMISSION OF SUPPORTING DOCUMENTATION. PAYMENTS ARE GENERALLY PAID DIRECTLY TO THE SERVICE PROVIDER TO ASSURE APPROPRIATE USE OF THE FUNDS. THE FOOD PANTRY PROGAM PROVIDES FINANCIALLY DISTRESSED STUDENTS WITH SMALL QUANTITIES OF FOOD STAPLES. SUBSEQUENT TO THE GRANT, NO FURTHER MONITORING IS CONSIDERED NECESSARY OR APPROPRIATE. THE NUMBER OF RECIPIENTS IS AN ESTIMATE OF ASSISTANCE INSTANCES BASED ON CASUAL OBSERVATION. THE NUMBER DOES NOT ATTEMPT TO ESTIMATE THE NUMBER OF UNIQUE RECIPIENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE COMMITTEE CONSISTS OF THREE OR MORE DIRECTORS AND MAY EXERCISE, WHEN THE BOARD IS NOT IN SESSION, ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION WITH THE EXCEPTION OF NONDELEGABLE POWERS; PROVIDED; HOWEVER, THE EXECUTIVE COMMITTEE MUST REPORT IN WRITING TO THE BOARD AT THE NEXT MEETING OF THE BOARD ALL THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE MAY NOT FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE OF THE BOARD; ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OF THE FOUNDATION; AND MAY NOT FIX COMPENSATION OF THE DIRECTORS AS SUCH POWERS ARE NONDELEGABLE PURSUANT TO THE FOUNDATION'S BYLAWS.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE AMENDED TO LIMIT THE NUMBER OF SUCCESSIVE TERMS FOR BOARD MEMBERS TO THREE (3) SUCCESSIVE TERMS INSTEAD OF ALLOWING FOR AN UNLIMITED NUMBER OF SUCCESSIVE TERMS. OFFICERS MAY ALSO BE ELECTED TO SERVE A MAXIMUM OF THREE (3) CONSECUTIVE TERMS IN ANY SINGLE OFFICER POSITION, WITH THE EXCEPTION OF AN IMMEDIATE PAST PRESIDENT, IF ANY, WHICH SHALL BE LIMITED TO A SINGLE (1) ONE-YEAR TERM.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING THE RETURN, A DRAFT COPY IS SUBMITTED TO THE EXECUTIVE DIRECTOR AND THEN TO THE FINANCE COMMITTEE. THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW TO ENSURE THAT THE INFORMATION PRESENTED ON THE RETURN IS AN ACCURATE DESCRIPTION OF THE ACTIVITIES OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD AUTHORIZED POWERS SIGNS A STATEMENT WHICH AFFIRMS (S)HE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. THESE REVIEWS SPECIFICALLY LOOK AT COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR'S SERVICES TO THE ORGANIZATION ARE PROVIDED BY UNIVERSAL TECHNICAL INSTITUTE, AN UNRELATED ORGANIZATION, AS A SECONDED INDIVIDUAL. UNIVERSAL TECHNICAL INSTITUTE SETS HER SALARY. BECAUSE UNIVERSAL TECHNICAL INSTITUTE DOES NOT TAKE A CHARITABLE CONTRIBUTION FOR THE PROVISION OF THESE SERVICES, NO COMPENSATION IS REPORTED ON PART VII OR SCHEDULE J OF THE RETURN (SEE FORM 990 INSTRUCTIONS FOR PART VII, LINE 5).
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS FORM 1023, FORM 990 RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
FORM 990, PART XI, LINE 9:SCHOLARSHIP REFUNDS 31,509.
FORM 990 PART VI LINE 2A:UNIVERSAL TECHNICAL INSTITUTE FOUNDATION'S (THE FOUNDATION) EMPLOYEES ARE PAID BY UNIVERSAL TECHNICAL INSTITUTE (UTI) - THEREFORE THE FOUNDATION DOES NOT ISSUE ANY FORMS W-2. THE SALARIES PAID BY UTI ARE DISCLOSED ON FORM 990 PART IX FOR TRANSPARANCY.

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