UTAH FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-28
- IRS object ID
- 201522409349300032
- Schema version
- 2014v5.0
- 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 | 2015-08-28T12:33:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 10 WEST BROADWAY SUITE 307 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841012075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J HERSHEY KROES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8013551400 | PhoneNum |
| Signature | 2015-08-11 | 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 | 2015-08-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN J HERSHEY KROES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST BROADWAY SUITE 307 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841012075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $600,952 | 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 | 56 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 56 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $264,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $471,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $119,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,390 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105 | PYInvestmentIncomeAmt |
| CY Investment Income | $157 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $383,429 | PYTotalRevenueAmt |
| CY Total Revenue | $600,952 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $290,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $344,220 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,945 | PYOtherExpensesAmt |
| CY Other Expenses | $108,672 | CYOtherExpensesAmt |
| PY Total Expenses | $364,060 | PYTotalExpensesAmt |
| CY Total Expenses | $452,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $148,060 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,796 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $282,251 | 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 | $357,846 | ExpenseAmt |
| Desc | RESEARCH: IN EIGHT REPORTS, WE ANALYZED SOME OF THE CRUCIAL ISSUES FACING OUR STATE AND REGION. OUR JANUARY REPORT ON AIR QUALITY HELPED TO SET THE AGENDA IN 2014 LEGISLATIVE DISCUSSIONS AND HAS BEEN WIDELY CITED IN NEWS ARTICLES AND AT EVENTS DEALING WITH AIR QUALITY. IN APRIL, WE BEGAN OUR SERIES ON POPULATION GROWTH THROUGH 2050, AND EACH OF THOSE REPORTS HAS BEEN INFLUENTIAL, ESPECIALLY THE SEPTEMBER WATER OUTLOOK. THE FINAL PART OF THE POPULATION GROWTH SERIES WILL BE PUBLISHED THIS SPRING, EXAMINING EDUCATION NEEDS. THE BOTTOM LINE MESSAGE FROM THE SERIES IS THAT UTAH'S GROWTH WILL REQUIRE NEW POLICIES, HOUSING CHOICES, AND PUBLIC INVESTMENTS IF WE ARE TO MAINTAIN OUR QUALITY OF LIFE. OUR REPORTS ON COLLEGE WRITING, STATE DEBT, AND COLLEGE COMPLETION STRATEGIES ("GAME CHANGERS") HAVE ALSO BEEN INFLUENTIAL AND INFORMATIVE. UTAH FOUNDATION PUBLICATIONS, 2014-15: JANUARY - THE AIR WE BREATHE: A BROAD ANALYSIS OF UTAH'S AIR QUALITY AND POLICY SOLUTIONS APRIL - A SNAPSHOT OF 2050: AN ANALYSIS OF PROJECTED POPULATION CHANGE IN UTAH JUNE - ROADMAP TO 2050: PLANNING FOR UTAH'S FUTURE INFRASTRUCTURE NEEDS JULY - DEVELOPING WRITERS: INTERVIEWS AND ANALYSIS OF WRITING PRACTICES IN POST-SECONDARY EDUCATION SEPTEMBER - FLOWING TOWARD 2050: UTAH'S WATER OUTLOOK NOVEMBER - UNITED WAY OF TREASURE VALLEY COMMUNITY ASSESSMENT 2014 NOVEMBER - THE ROLE OF BONDS IN UTAH: A GUIDE TO UTAH BONDING AND ITS BENEFITS AND LIMITATIONS DECEMBER - STEPS FORWARD IN HIGHER ED: SUCCESS MEASURES, GAME CHANGERS, AND PERFORMANCE-BASED FUNDING IN UTAH EVENTS, MEDIA EXPOSURE, AND COMMUNICATIONS: IN APRIL, OUR ANNUAL MEETING LUNCHEON EXPLORED HIGHER EDUCATION AND ITS ROLE IN ECONOMIC PROSPERITY. WE ALSO HELD A BREAKFAST EVENT IN NOVEMBER FOCUSED ON STATE DEBT, FEATURING THE STATE TREASURER AND LEGISLATORS WHO WERE PLANNING TO SPONSOR NEW BONDS FOR HIGHWAYS, WATER PROJECTS, AND THE STATE PRISON MOVE. BOTH WERE WELL ATTENDED AND INSIGHTFUL. IN 2014, WE SAW 51 NEWS ARTICLES ABOUT OUR WORK, AND THIS YEAR OUR EXPOSURE IS INCREASING DRAMATICALLY, WITH 54 ARTICLES ALREADY IN THREE MONTHS. WE ARE DEVELOPING A MORE ROBUST COMMUNICATIONS EFFORT WITH THE RECENT HIRE OF DAN BAMMES (FORMER KUER RADIO MORNING HOST) AS OUR COMMUNICATIONS DIRECTOR. WE'VE ALSO HIRED TWO ADDITIONAL RESEARCH ANALYSTS, AND WE PLAN TO PUBLISH AT LEAST 15 REPORTS THIS YEAR. OUR WEBSITE IS BECOMING EVEN MORE POPULAR, WITH 130,000 PAGES VIEWED IN THE PAST YEAR. THANKS TO THE GENEROUS WORK OF LOVE COMMUNICATIONS, THE SITE WAS REDESIGNED IN EARLY 2014, AND IT IS BECOMING MUCH MORE ATTRACTIVE TO SEARCH ENGINES. TAKE A LOOK AT OUR NEW POLICY BLOG (WWW.UTAHFOUNDATION.ORG/BLOG), WITH FREQUENT SHORT ARTICLES ON CURRENT UTAH POLICY TOPICS. WE HAVE PUBLISHED 21 BLOG ARTICLES IN THE PAST YEAR, DISCUSSING THE ECONOMY, EDUCATION, INFRASTRUCTURE, TAXES, AND MORE. | Desc |
| Total Program Service Expenses | $357,846 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | 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 | 56 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 56 | 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 | false | ConflictOfInterestPolicyInd |
| 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 | 10 W BROADWAY STE 307 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841012075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 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 | |
| DAN ADAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ALLEGRA | ||||||
| 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 | |
| WILLIAM APPLEGARTH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BARLOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANE BEATTIE | ||||||
| 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 | |
| SCOTT BROWNE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BUCHI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB CAMPBELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLTON CHRISTENSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINCOLN CLARK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED ESPLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYSON GARBETT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROLD GOOCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GRUBER | ||||||
| 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 | |
| JAMES HEWLETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HITCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VAUGHN HOLBROOK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT JENSEN | ||||||
| TRUSTEE | 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 | |
| COLLEEN LARKIN BELL | ||||||
| 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 | |
| TOM LOVE | ||||||
| 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 | |
| DARIN MELLOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| F ANN MILLNER | ||||||
| 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 | |
| RONA RAHLF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL REMINGTON LOVE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY SERMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM SHEEHAN | ||||||
| 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 | |
| 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 | $143,132 | $0 | $31,707 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,132 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $31,707 | 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 | $471,405 | AllOtherContributionsAmt |
| Total Contributions | $471,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONSULTING INCOME | $117,292 | $117,292 |
| PROGRAM EVENT | $12,098 | $12,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,390 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157 | TotalRevenueColumnAmt |
| Exclusion | $157 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $600,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,390 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $157 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,839 | TotalAmt |
| Program Services | $113,645 | ProgramServicesAmt |
| Management And General | $26,226 | ManagementAndGeneralAmt |
| Fundraising | $34,968 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,888 | TotalAmt |
| Program Services | $114,599 | ProgramServicesAmt |
| Management And General | $6,163 | ManagementAndGeneralAmt |
| Fundraising | $4,126 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,869 | TotalAmt |
| Program Services | $23,995 | ProgramServicesAmt |
| Management And General | $1,180 | ManagementAndGeneralAmt |
| Fundraising | $694 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,624 | TotalAmt |
| Program Services | $14,428 | ProgramServicesAmt |
| Management And General | $1,920 | ManagementAndGeneralAmt |
| Fundraising | $2,276 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999 | TotalAmt |
| Management And General | $4,999 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,076 | TotalAmt |
| Program Services | $39,076 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,816 | TotalAmt |
| Program Services | $15,654 | ProgramServicesAmt |
| Management And General | $2,180 | ManagementAndGeneralAmt |
| Fundraising | $1,982 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,748 | TotalAmt |
| Program Services | $17,181 | ProgramServicesAmt |
| Management And General | $2,392 | ManagementAndGeneralAmt |
| Fundraising | $2,175 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,684 | TotalAmt |
| Program Services | $7,729 | ProgramServicesAmt |
| Management And General | $955 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,257 | TotalAmt |
| Program Services | $1,783 | ProgramServicesAmt |
| Management And General | $248 | ManagementAndGeneralAmt |
| Fundraising | $226 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | $9,133 | $9,133 | ||
| MISCELLANEOUS | $2,325 | $122 | $2,188 | $15 |
| LIBRARY | $634 | $501 | $70 | $63 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,892 | TotalAmt |
| Program Services | $357,846 | ProgramServicesAmt |
| Management And General | $48,521 | ManagementAndGeneralAmt |
| Fundraising | $46,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,966 | BOYAmt |
| EOY | $350 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,273 | BOYAmt |
| EOY | $262,755 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,175 | BOYAmt |
| EOY | $26,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,618 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,730 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,145 | BOYAmt |
| EOY | $5,888 | 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 | $140,412 | BOYAmt |
| EOY | $297,796 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,221 | BOYAmt |
| EOY | $15,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,221 | BOYAmt |
| EOY | $15,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,191 | BOYAmt |
| EOY | $278,751 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $3,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,191 | BOYAmt |
| EOY | $282,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,412 | BOYAmt |
| EOY | $297,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $148,060 | 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 | $250,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,405 | CurrentTaxYearAmt |
| Total | $1,448,104 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,390 | CurrentTaxYearAmt |
| Total | $523,199 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $297,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600,795 | CurrentTaxYearAmt |
| Total | $1,971,303 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $246,000 | CurrentTaxYearAmt |
| Total | $858,150 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $89,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,752 | CurrentTaxYearAmt |
| Total | $295,868 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $183,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $336,752 | CurrentTaxYearAmt |
| Total | $1,154,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $817,285 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157 | CurrentTaxYearAmt |
| Total | $1,400 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157 | CurrentTaxYearAmt |
| Total | $1,400 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $357,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $297,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600,952 | CurrentTaxYearAmt |
| Total | $1,972,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.41430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51780 | 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 | $47,730 | DepreciationAmt |
| Book Value | $5,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,888 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $640,952 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $40,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $40,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $600,952 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $600,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $492,892 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $40,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $40,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $452,892 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $452,892 | 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 | $143,132 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $31,707 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $174,839 | 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 | $29,020 | TransactionAmt |
| Transaction | CONSULTING | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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 2, PART III, LINE 4A | BEEN INFLUENTIAL AND INFORMATIVE. UTAH FOUNDATION PUBLICATIONS, 2014-15: JANUARY - THE AIR WE BREATHE: A BROAD ANALYSIS OF UTAH'S AIR QUALITY AND POLICY SOLUTIONS APRIL - A SNAPSHOT OF 2050: AN ANALYSIS OF PROJECTED POPULATION CHANGE IN UTAH JUNE - ROADMAP TO 2050: PLANNING FOR UTAH'S FUTURE INFRASTRUCTURE NEEDS JULY - DEVELOPING WRITERS: INTERVIEWS AND ANALYSIS OF WRITING PRACTICES IN POST-SECONDARY EDUCATION SEPTEMBER - FLOWING TOWARD 2050: UTAH'S WATER OUTLOOK NOVEMBER - UNITED WAY OF TREASURE VALLEY COMMUNITY ASSESSMENT 2014 NOVEMBER - THE ROLE OF BONDS IN UTAH: A GUIDE TO UTAH BONDING AND ITS BENEFITS AND LIMITATIONS DECEMBER - STEPS FORWARD IN HIGHER ED: SUCCESS MEASURES, GAME CHANGERS, AND PERFORMANCE-BASED FUNDING IN UTAH EVENTS, MEDIA EXPOSURE, AND COMMUNICATIONS: IN APRIL, OUR ANNUAL MEETING LUNCHEON EXPLORED HIGHER EDUCATION AND ITS ROLE IN ECONOMIC PROSPERITY. WE ALSO HELD A BREAKFAST EVENT IN NOVEMBER FOCUSED ON STATE DEBT, FEATURING THE STATE TREASURER AND LEGISLATORS WHO WERE PLANNING TO SPONSOR NEW BONDS FOR HIGHWAYS, WATER PROJECTS, AND THE STATE PRISON MOVE. BOTH WERE WELL ATTENDED AND INSIGHTFUL. IN 2014, WE SAW 51 NEWS ARTICLES ABOUT OUR WORK, AND THIS YEAR OUR EXPOSURE IS INCREASING DRAMATICALLY, WITH 54 ARTICLES ALREADY IN THREE MONTHS. WE ARE DEVELOPING A MORE ROBUST COMMUNICATIONS EFFORT WITH THE RECENT HIRE OF DAN BAMMES (FORMER KUER RADIO MORNING HOST) AS OUR COMMUNICATIONS DIRECTOR. WE'VE ALSO HIRED TWO ADDITIONAL RESEARCH ANALYSTS, AND WE PLAN TO PUBLISH AT LEAST 15 REPORTS THIS YEAR. OUR WEBSITE IS BECOMING EVEN MORE POPULAR, WITH 130,000 PAGES VIEWED IN THE PAST YEAR. THANKS TO THE GENEROUS WORK OF LOVE COMMUNICATIONS, THE SITE WAS REDESIGNED IN EARLY 2014, AND IT IS BECOMING MUCH MORE ATTRACTIVE TO SEARCH ENGINES. TAKE A LOOK AT OUR NEW POLICY BLOG (WWW.UTAHFOUNDATION.ORG/BLOG), WITH FREQUENT SHORT ARTICLES ON CURRENT UTAH POLICY TOPICS. WE HAVE PUBLISHED 21 BLOG ARTICLES IN THE PAST YEAR, DISCUSSING THE ECONOMY, EDUCATION, INFRASTRUCTURE, TAXES, AND MORE. |
| 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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