2016-02-04T14:38:12-06:00 2015-06-30 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990 2014-07-01 870227091 UNITED WAY OF SALT LAKE UNIT 8017368929 257 EAST 200 SOUTH NO 300 SALT LAKE CITY UT 84111 SCOTT C ULBRICH BOARD CHAIR 8017368929 2016-01-14 1 RICHARD SCORESBY P00573067 8013649300 2016-01-14 2014 2016-04-25 22:37:26Z BILL CRIM 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 22349222 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. 51 49 96 9000 0 0 11178079 17051278 44909 89001 190214 199115 -73735 -111885 11339467 17227509 8218641 7204346 0 0 4146149 4816551 0 0 1913794 2195869 2274124 14560659 14295021 -3221192 2932488 27774050 31519688 4102841 5022917 23671209 26496771 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 6118688 3225764 COLLECTIVE IMPACT: (SEE SCHEDULE O)COLLECTIVE IMPACT: UNITED WAY'S INNOVATIVE APPROACH TO COMMUNITY PROBLEM SOLVING. UNITED WAY OF SALT LAKE HAS ADOPTED A UNIQUE APPROACH TO SOLVE COMMUNITY PROBLEMS. COLLECTIVE IMPACT REQUIRES THAT EVERYONE WORKS TOGETHER - FOUNDATIONS, BUSINESSES, CITIES, STATE GOVERNMENT, SCHOOLS, CHURCHES, NONPROFIT ORGANIZATIONS...AND INDIVIDUALS, TO TACKLE OUR MOST PRESSING CHALLENGES AND TAKE ADVANTAGE OF OUR BIGGEST OPPORTUNITIES. COLLECTIVE IMPACT REQUIRES THAT PARTNERS WORK TOGETHER TO:1) CREATE A VISION AND SET GOALS FOR THEIR SPECIFIC NEIGHBORHOODS.2) ALIGN ALL PROGRAMS, ACTIVITIES, AND STRATEGIES TO MUTUALLY REINFORCE EACH OTHER.3) MEASURE SUCCESS BY TRACKING AND SHARING DATA AND MODIFYING STRATEGIES TO ENSURE RESULTS.4) CREATE AN ENVIRONMENT OF CONTINUOUS COMMUNICATION AND CONTINUOUS IMPROVEMENT.UNITED WAY OF SALT LAKE SERVES AS THE BACKBONE ORGANIZATION ASSURING THESE ELEMENTS ARE IN PLACE IN EVERY NEIGHBORHOOD IN WHICH WE WORK. AS THE BACKBONE ORGANIZATION, UNITED WAY:1) GUIDES VISION AND STRATEGIES2) BUILDS PUBLIC WILL3) SUPPORTS ALIGNED ACTIVITIES4) ESTABLISHES SHARED MEASUREMENT5) MOBILIZES FUNDRAISING6) ADVANCES PUBLIC POLICIES7) ENGAGES VOLUNTEERSOUR PROMISE IS TO CHANGE THE ODDS AND CREATE OPPORTUNITIES SO ALL CHILDREN - EVEN IN THE TOUGHEST NEIGHBORHOODS - HAVE THE SAME CHANCE TO BECOME PRODUCTIVE, SELF-RELIANT MEMBERS OF OUR COMMUNITY. THE LONG-TERM EFFECT BENEFITS US ALL.STRATEGIES TO ACHIEVE COLLECTIVE IMPACT INCLUDE BACKBONE FUNCTIONS AND COORDINATION. WORKING WITH MANY DIFFERENT PARTNERS, WE CONCENTRATE ON THE MOST CHALLENGED NEIGHBORHOODS IN OUR COMMUNITIES THROUGH 25 NEIGHBORHOOD CENTERS. THESE CENTERS, LOCATED IN SCHOOLS, APARTMENT COMPLEXES AND COMMUNITY CENTERS, CREATE A WEB OF SUPPORT FOR THE ENTIRE FAMILY BY FOCUSING ON EDUCATION AS THE FOUNDATION AND INTEGRATING FINANCIAL STABILITY, HEALTH AND BASIC NEEDS PROGRAMS AND SERVICES.AN IMPORTANT PART OF THE COLLECTIVE IMPACT PROGRAM IS THE USE OF SOCIAL IMPACT LOANS TO FUND A HIGH-QUALITY PRESCHOOL PROGRAM, THE OBJECTIVE OF WHICH IS TO DECREASE THE NUMBER OF CHILDREN WHO USE SPECIAL EDUCATION AND REMEDIAL SERVICES IN KINDERGARTEN THROUGH 12TH GRADE. THE GOAL OF THE PROGRAM IS TO CREATE COST SAVINGS FOR SCHOOL DISTRICTS, THE STATE OF UTAH, AND OTHER GOVERNMENT ENTITIES. 1957559 1886500 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. 1144178 20000 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: 1) 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 2) EMPOWER INDIVIDUALS AND FAMILIES BY HELPING THEM FIND THE TOOLS THEY NEED TO CHANGE THEIR CIRCUMSTANCES 3) 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 84,786 CALLS IN 2014, PROVIDING OVER 155,000 REFERRALS TO CALLERS. ADDITIONALLY, IN THE PAST YEAR, 2-1-1 RECEIVED NEARLY 64,000 HOMEPAGE HITS, AND, SINCE THE LIVE CHAT FEATURE WAS LAUNCHED IN FEBRUARY, INFORMATION SPECIALISTS HAVE BEEN RESPONDING TO AN AVERAGE OF 100 CHATS A MONTH, WITH THIS NUMBER DOUBLING AND EVEN TRIPLING EACH MONTH, AS MORE PEOPLE TAKE ADVANTAGE OF THIS INNOVATIVE SERVICE. 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. 2072082 2072082 DONOR DESIGNATIONS 89001 MISCELLANEOUS ACTIVITIES 2072082 2072082 89001 11292507 1 1 0 1 0 0 0 0 0 1 1 0 0 0 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 0 0 0 0 0 0 0 0 1 31 0 96 1 0 0 0 0 0 1 1 0 0 0 0 X 51 49 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 UT X X KEVIN GRIMMETT 8017367716 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 ALLEN B ALEXANDER BOARD CHAIR 4.00 X X 0 0 0 MARK H BOUCHARD BOARD MEMBER 1.00 X 0 0 0 JAKE BOYER BOARD MEMBER 1.00 X 0 0 0 CHRIS BRAY BOARD MEMBER 1.00 X 0 0 0 CHRISTINE B BUCKLEY BOARD MEMBER 2.00 X 0 0 0 DAVID L BUHLER BOARD MEMBER 1.00 X 0 0 0 MONA LYMAN BURTON BOARD MEMBER 2.00 X 0 0 0 JENNIFER DANIELSON BOARD MEMBER 1.00 X 0 0 0 JOSE ENRIQUEZ BOARD MEMBER 1.00 X 0 0 0 JAY FRANCIS BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN K GARDNER BOARD MEMBER 1.00 X 0 0 0 KEM GARDNER BOARD MEMBER 2.00 X 0 0 0 LAREN GERTSCH BOARD MEMBER 1.00 X 0 0 0 JAMIE GLENN BOARD MEMBER 1.00 X 0 0 0 NATALIE GOCHNOUR BOARD MEMBER 1.00 X 0 0 0 DAVID R GOLDEN BOARD MEMBER 1.00 X 0 0 0 NEIL HAFER BOARD MEMBER 1.00 X 0 0 0 GREG HUGHES BOARD MEMBER 1.00 X 0 0 0 PAULA GREEN JOHNSON BOARD MEMBER 3.00 X 0 0 0 JEFFREY K LARSEN BOARD MEMBER 1.00 X 0 0 0 LEEANNE B LINDERMAN BOARD MEMBER 2.00 X 0 0 0 THOMAS M LOVE BOARD MEMBER 2.00 X 0 0 0 BEN MCADAMS BOARD MEMBER 1.00 X 0 0 0 KYLE MCSLARROW BOARD MEMBER 1.00 X 0 0 0 KATHIE MILLER BOARD MEMBER 2.00 X 0 0 0 JOHN W MILLIKEN BOARD MEMBER 2.00 X 0 0 0 MIKELLE MOORE BOARD MEMBER 1.00 X 0 0 0 SEAN J MULVIHILL BOARD MEMBER 1.00 X 0 0 0 MICHAEL PETROGEORGE BOARD MEMBER 1.00 X 0 0 0 BRUCE T REESE BOARD MEMBER 1.00 X 0 0 0 GAVIN M REESE BOARD MEMBER 1.00 X 0 0 0 KEVIN SALMON BOARD MEMBER 1.00 X 0 0 0 SEAN M SLATTER BOARD MEMBER 2.00 X 0 0 0 JILL TAYLOR BOARD MEMBER 1.00 X 0 0 0 KARMA M THOMSON BOARD MEMBER 1.00 X 0 0 0 SCOTT C ULBRICH BOARD VICE CHAIR 4.00 X X 0 0 0 CRAIG WAGSTAFF BOARD MEMBER 1.00 X 0 0 0 HEIDI WALKER BOARD MEMBER 1.00 X 0 0 0 LINDA WARDELL BOARD MEMBER 1.00 X 0 0 0 MICHAEL WEINHOLTZ BOARD MEMBER 1.00 X 0 0 0 RICK WIDNER BOARD MEMBER 1.00 X 0 0 0 THOMAS E WRIGHT BOARD MEMBER 1.00 X 0 0 0 M CRAIG ZOLLINGER BOARD MEMBER 2.00 X 0 0 0 DEBORAH SBAYLE PRESIDENT & CEO 40.00 X X 206353 0 26489 MICHAEL ANGLIN BOARD MEMBER 1.00 X 0 0 0 CATHERINE F ANGSTMAN BOARD MEMBER 1.00 X 0 0 0 REBECCA CHAVEZ-HOUCK BOARD MEMBER 1.00 X 0 0 0 MICHAEL KIRBY BOARD MEMBER 1.00 X 0 0 0 PEGGY LARSEN BOARD MEMBER 1.00 X 0 0 0 KEVIN J POTTS BOARD MEMBER 1.00 X 0 0 0 BRENT WATSON BOARD MEMBER 1.00 X 0 0 0 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 40.00 X 154985 0 14172 KEVIN GRIMMETT CFO 40.00 X 108657 0 13240 BILL CRIM SENIOR VICE-PRESIDENT 40.00 X 136654 0 11512 606649 0 65413 4 0 1 0 0 205750 16845528 148298 17051278 MISCELLANEOUS 900099 89001 89001 89001 179299 179299 4938543 4918727 19816 19816 19816 91101 205750 202986 -111885 -111885 17227509 89001 0 87230 7204346 7204346 748638 159485 414852 174301 3265404 2078123 308649 878632 92144 64815 1912 25417 396784 238048 51524 107212 313581 176915 54105 82561 31820 14314 17428 78 38488 17314 21079 95 15000 15000 43524 43524 284079 247790 233 36056 179320 89660 89660 321218 199733 23631 97854 239415 146757 28547 64111 262929 153547 20647 88735 24496 11867 6152 6477 198554 127307 26854 44393 55500 55500 90754 24382 24539 41833 83709 55913 6427 21369 40657 27286 2723 10648 SPECIAL EVENTS 238410 122609 19083 96718 DONATED GOODS & SUPPLIE 89598 44608 5097 39893 MEMBERSHIPS & SUBSCRIPT 22260 10956 5110 6194 AWARDS & GIFTS 14393 6232 6604 1557 14295021 11292507 1088720 1913794 3014214 7438857 11531550 11126636 13257850 31161 630112 368291 298025 261821 5742221 5208772 154097 1228534 27774050 31519688 401118 558217 2357354 2063601 1110000 2173500 234369 227599 4102841 5022917 X 10337356 12162345 13217425 14222725 116428 111701 23671209 26496771 27774050 31519688 X 2932488 -102200 -4726 X 0 1 X 1 0 X 11228224 14823638 21342491 11178079 17051278 75623710 11228224 14823638 21342491 11178079 17051278 75623710 4837356 70786354 88692 61216 123444 175898 179299 628549 29376 65754 63997 70364 89001 318492 76570751 0.92450 0.97080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22279 28302 50581 14244440 14295021 864751 216188 0 0 668734 534113 878033 864751 2945631 4418447 38429 43090 147251 50581 279351 167184 133528 219508 216188 736408 1104612 23201 25138 48409 22279 119027 1302531 20733 1323264 1118659 183872 1302531 1031392 87267 1118659 983032 25450 22910 1031392 898849 84183 983032 0.69300 0.24200 0.06500 0 0 113226 21259 91967 516886 347032 169854 261821 LEASE PAYOFF PAYABLE 227599 227599 X 16198905 -102200 630943 -2076809 -1548066 17746971 43524 -562986 -519462 17227509 13013343 630943 202986 833929 12179414 43524 2072083 2115607 14295021 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 -2,072,082. DECREASE IN INTEREST IN CHARITABLE TRUST FUND -4,727. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS -360,000. FUNDRAISING EVENTS EXPENSE -202,986. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 202,986. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,072,082. ROUNDING 1. POYP 159310 105000 54310 12324 47872 293 49742 CELEBRATION OF SERVICE 66458 50000 16458 22230 21217 2 71083 50750 20333 3243 31565 5000 9500 296851 205750 91101 15567 101667 5293 80459 202986 -111885 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) ALLIANCE HOUSE 1724 S MAIN ST SALT LAKE CITY UT 84115 742440617 501(C )(3) 15000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) ART-KIDS INC 1351 KEARNS BLVD PARK CITY UT 84060 870642667 501(C )(3) 1500 ART PROGRAMS IN SCHOOLS ASIAN ASSN OF UTAH DBA REFUGEE & IMMIGRANT CENTER 1588 S MAJOR ST SALT LAKE CITY UT 84115 870333555 501(C )(3) 55000 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION ASSOCIATION FOR UTAH-211 860 E 4500 S SALT LAKE CITY UT 84107 501(C )(3) 20000 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) 259191 COMMUNITY DEVELOPMENT CATHOLIC COMMUNITY SERVICES 745 E 300 S SALT LAKE CITY UT 84102 870212450 501(C )(3) 68850 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION AND BASIC NEEDS - FOOD CHRISTIAN CENTER OF PARK CITY PO BOX 683480 PARK CITY UT 84068 870643778 501(C )(3) 7000 COLLECTIVE IMPACT CITY OF SOUTH SALT LAKE 220 E MORRIS AVE SOUTH SALT LAKE CITY UT 84115 GOV'T 281134 COLLECTIVE IMPACT COMMUNITY ACTION PARTNERSHIP OF UTAH 230 S 500 W STE 260 SALT LAKE CITY UT 84101 870509521 501(C )(3) 82500 COLLECTIVE IMPACT COMMUNITY EDUCATION PARTNERSHIP 3600 S CONSTITUTION BLVD WEST VALLEY CITY UT 84119 030543136 501(C )(3) 64000 COLLECTIVE IMPACT COMMUNITY HEALTH CENTERS 220 W 7200 S MIDVALE UT 84047 742412898 501(C )(3) 165642 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) 45000 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 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) DAVIS SCHOOL DISTRICT 490 S 500 E KAYSVILLE UT 84037 870386379 501(C )(3) 96713 COLLECTIVE IMPACT, EITC PROGRAM & BASIC NEEDS DCCAV-SAFE HARBOR SHELTER AND CRISIS CENTER PO BOX 772 KAYSVILLE UT 84037 870516562 501(C )(3) 80000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) ENGLISH SKILLS LEARNING CENTER 631 W NORTH TEMPLE SUITE 70 SALT LAKE CITY UT 84116 870467902 501(C )(3) 50000 CDG 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) 50000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) GRANITE SCHOOL DISTRICT 2500 S STATE ST SALT LAKE CITY UT 84115 876000494 501(C )(3) 161082 BASIC NEEDS - SHELTER GUADALUPE CENTER EDUCATIONAL PROGRAM INC 340 S GOSHEN ST SALT LAKE CITY UT 84104 870299521 501(C )(3) 197441 COLLECTIVE IMPACT HOLY CROSS MINISTRIES 860 E 4500 S STE 204 SALT LAKE CITY UT 84107 870359324 501(C )(3) 173000 COLLECTIVE IMPACT HOUSE OF HOPE 857 E 200 S SALT LAKE CITY UT 84102 870255206 501(C )(3) 5000 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 JUNIOR ACHIEVEMENT 515 E 100 S 200 SALT LAKE CITY UT 84102 870225875 501(C )(3) 40000 COLLECTIVE IMPACT KEARNS HIGH SCHOOL 5525 COUGAR LN KEARNS UT 84118 GOV'T 495 COLLECTIVE IMPACT KOSTOPULOS DREAM FOUNDATION 4180 EMIGRATION CANYON RD SALT LAKE CITY UT 84108 876125177 501(C )(3) 10000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) LATINOS IN ACTION 9898 NORTH WILD FLOWER CIRCLE CEDAR HILLS UT 84062 264304427 501(C )(3) 130077 COMMUNITY DEVELOPMENT LEGAL AID SOCIETY OF SALT LAKE 450 S STATE ST SALT LAKE CITY UT 84111 870212457 501(C )(3) 70000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) LIL SCHOOL-SB1 UNKNOWN SALT LAKE CITY UT 84101 550 COLLECTIVE IMPACT MALIHEH FREE CLINIC 415 E 3900 S SALT LAKE CITY UT 84107 202313461 501(C )(3) 15000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) MIDVALE CITY 665 W CENTER ST MIDVALE UT 84047 501(C )(3) 10000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) MOUNTAINLANDS COMMUNITY HOUSING TRUST 1960 SIDEWINDER DR PARK CITY UT 84060 870514438 501(C )(3) 7000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) MOUNTAINLANDS FOUNDATION 589 S STATE ST PROVO UT 84606 870515716 501(C )(3) 5000 COLLECTIVE IMPACT NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH 450 S 900 E STE 160 SALT LAKE CITY UT 84102 870432972 501(C )(3) 20000 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) OGDEN SCHOOL DISTRICT 1950 MONROE BLVD OGDEN UT 84401 GOV'T 820 COLLECTIVE IMPACT 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) 169770 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) 16000 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 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) 215250 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) 70232 COLLECTIVE IMPACT SOUTH VALLEY SANCTUARY PO BOX 1028 WEST JORDAN UT 84084 870543219 501(C )(3) 15000 BASIC NEEDS-HEALTH STATE OF UTAH CASA PROGRAM-UT GUARDIAN AD LITEM 450 S STATE ST STE N31 SALT LAKE CITY UT 84111 501(C )(3) 10000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) THE CHILDREN'S CENTER 350 S 400 E SALT LAKE CITY UT 84111 876114073 501(C )(3) 100000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) THE CHRISTMAS BOX INTERNATIONAL 3660 SW TEMPLE SALT LAKE CITY UT 84115 311617816 501(C )(3) 14150 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) THE FAMILY SUPPORT CENTER 1760 W 4805 S TAYLORSVILLE UT 84118 870359719 501(C )(3) 10000 BASIC NEEDS - SAFETY, COMMUNITY DEVELOPMENT THE HAVEN 974 E SOUTH TEMPLE SALT LAKE CITY UT 84102 237043339 501(C )(3) 15000 BASIC NEEDS - SAFETY COMMUNITY DEVELOPMENT 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 READING CLINIC 5242 COLLEGE DR SALT LAKE CITY UT 84123 GOV'T 90000 COLLECTIVE IMPACT U OF U DENTALGUADALUPE 530 SOUTH WAKARA WAY SALT LAKE CITY UT 84108 5250 COLLECTIVE IMPACT 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) BUREAU OF CHILD DEVUTAH HEALTH DEPT PO BOX 141010 SALT LAKE CITY UT 84114 GOV'T 39900 COLLECTIVE IMPACT UTAH HEALTH POLICY PROJECT 508 E SOUTH TEMPLE STE 45 SALT LAKE CITY UT 84102 870684606 501(C )(3) 110000 BASIC NEEDS UTAH HOUSING COALITION 230 S 500 W STE 260 SALT LAKE CITY UT 84101 942775583 501(C )(3) 10000 COLLECTIVE IMPACT UTAH EDUCATIONAL SAVINGS PLAN-STATE OF UTAH PO BOX 145100 SALT LAKE CITY UT 84114 GOV'T 375 COLLECTIVE IMPACT UTAH LEGAL SERVICES 205 N 400 W SALT LAKE CITY UT 84103 870298910 501(C )(3) 50000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) UTAH PARTNERS FOR HEALTH 3665 S 8400 W MAGNA UT 84044 270218004 501(C )(3) 254993 COLLECTIVE IMPACT-& BASIC NEEDS UTAHNS AGAINST HUNGER 455 E 400 S 407 SALT LAKE CITY UT 84111 870343164 501(C )(3) 17500 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) VALLEY SERVICES 3685 W 6200 S TAYLORSVILLE UT 84129 870503440 501(C )(3) 5000 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) 81602 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 501(C )(3) 22500 EITC/VITA WASATCH COMMUNITY GARDENS 824 S 400 W STE 127 SALT LAKE CITY UT 84101 742550359 501(C )(3) 5000 COLLECTIVE IMPACT YWCA OF SALT LAKE CITY 344 E BROADWAY SALT LAKE CITY UT 84111 870212467 501(C )(3) 101642 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) DONOR CHOICE DESIGNATIONS VARIOUS VARIOUS UT 84101 501(C )(3) 2072082 DONOR CHOICE PASS-THRU DESIGNATIONS TO VARIOUS 501C3 ORGANIZATIONS 86 0 PART I, LINE 2 UNITED WAY OF SALT LAKE (UWSL) MONITORS THE USE OF ALL GRANT FUNDS THROUGH PROGRAM AND FINANCIAL REPORTS SUBMITTED BY EACH PARTNER AT REGULAR INTERVALS. FINANCIAL REPORTS INCLUDE AUDITED FINANCIAL STATEMENTS, IRS 990 FORMS, AS WELL AS SPECIFIC PROGRAM AND ORGANIZATIONAL BUDGETS. X X X X 0 0 0 0 0 0 0 1 0 DEBORAH SBAYLE PRESIDENT & CEO 206353 0 0 0 0 0 12577 0 13912 0 232842 0 0 0 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 134985 0 20000 0 0 0 8271 0 5901 0 169157 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 231575 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. $171,175,575 OF THE TRANSACTION AMOUNT WAS FOR MEDIA BUYS. THIS AMOUNT, LESS A 15% COMMISSION RETAINED BY LOVE COMMUNICATIONS, WAS PASSED-THROUGH TO MEDIA OUTLETS. LOVE COMMUNICATIONS DONATED $151,800 IN CONSULTING SERVICES TO UWSL AND LEVERAGED AN ADDITIONAL $337,799 IN ADVERTISING 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 COMMITTEE, 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 12 58700 FAIR MARKET VALUE X VARIOUS NONCASH DONATIONS 74 89598 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 BRUCE REESE, A BOARD MEMBER, IS THE FATHER OF GAVIN REESE, A BOARD MEMBER. KEM GARDNER, A BOARD MEMBER, IS THE FATHER OF CHRISTIAN GARDNER, A BOARD MEMBER. DEBORAH S. BAYLE, 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, COO, THE GOVERNANCE AND ETHICS COMMITTEE, AND THE ADMINISTRATION/FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN REVIEWED WITH AND APPROVED BY THE EXECUTIVE COMMITTEE AND FULL BOARD OF DIRECTORS. 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 -4,727. ROUNDING 1.