2015-01-12T09:32:52-06:00 2014-06-30 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990 2013-07-01 870227091 UNITED WAY OF SALT LAKE UNIT 8017368929 257 EAST 200 SOUTH NO 300 SALT LAKE CITY UT 84111 ALLEN B ALEXANDER BOARD CHAIR 8017368929 2014-12-05 1 RICHARD SCORESBY P00573067 8013649300 2013 2016-02-25 16:41:14Z DEBORAH S BAYLE 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 17279073 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. 52 50 81 9000 0 0 21342491 11178079 63997 44909 114948 190214 -53186 -73735 21468250 11339467 2736048 8218641 0 0 2965504 4146149 0 0 2434724 1851205 2195869 7552757 14560659 13915493 -3221192 28468244 27774050 2173352 4102841 26294892 23671209 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. 1 0 5601261 3446929 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 WORK 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) MEASURE SUCCESS BY TRACKING AND SHARING DATA AND MODIFYING STRATEGIES TO ENSURE RESULTS.3) ALIGN ALL PROGRAMS, ACTIVITIES, AND STRATEGIES TO MUTUALLY REINFORCE EACH OTHER.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 CREATE OPPORTUNITIES SO CHILDREN - EVEN IN THE TOUGHEST NEIGHBORHOODS - HAVE THE 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 17 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.A NEW PART OF THE COLLECTIVE IMPACT PROGRAM THAT BEGAN THIS YEAR WAS 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. 2108887 2052500 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. 827241 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: * 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 * EMPOWER INDIVIDUALS AND FAMILIES BY HELPING THEM FIND THE TOOLS THEY NEED TO CHANGE THEIR CIRCUMSTANCES * 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 96,818 CALLS IN 2013, 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: HOUSING AND UTILITY ASSISTANCE, INCOME SUPPORT ASSISTANCE, INDIVIDUAL FAMILY AND COMMUNITY SERVICES, FOOD ASSISTANCE, AND HEALTH CARE. 2719212 2719212 DONOR DESIGNATIONS 44909 MISCELLANEOUS ACTIVITIES 2719212 2719212 44909 11256601 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 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 81 1 0 0 0 0 0 1 1 0 0 X 52 50 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 UT X 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 4.00 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 PAT JONES BOARD MEMBER 1.00 X 0 0 0 JEFFREY K LARSEN BOARD MEMBER 1.00 X 0 0 0 BLAKE LARSON BOARD MEMBER 1.00 X 0 0 0 BRUCE LARSON 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 RAY D PICKUP 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 RICKLEFS BOARD MEMBER 1.00 X 0 0 0 KEVIN SALMON BOARD MEMBER 1.00 X 0 0 0 JEFF SIMPSON BOARD MEMBER 1.00 X 0 0 0 SEAN M SLATTER BOARD MEMBER 2.00 X 0 0 0 JENNIFER SMITH BOARD MEMBER 1.00 X 0 0 0 GREG SUMMERHAYS 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 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 226799 0 30530 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 40.00 X 146486 0 10866 KEVIN GRIMMETT CFO 40.00 X 101881 0 8108 BILL CRIM SENIOR VICE-PRESIDENT 40.00 X 121545 0 10249 596711 0 59753 4 0 1 0 0 158000 11020079 99382 11178079 MISCELLANEOUS 900099 44909 44909 44909 175898 175898 5786032 5771716 14316 14316 14316 94155 158000 167890 -73735 -73735 11339467 44909 0 116479 8218641 8218641 673738 315058 97979 260701 2852304 1333815 414798 1103691 99331 46450 14445 38436 233500 109191 33957 90352 287276 134338 41777 111161 33098 15943 623 16532 35925 13231 517 22177 43867 43867 305917 185873 13699 106345 222716 118502 104214 376058 123918 91612 160528 194029 106554 27662 59813 232155 112325 33739 86091 26613 14555 2255 9803 165471 82518 19408 63545 25820 25820 97222 16582 80640 77004 30426 23815 22763 32916 14938 6437 11541 SPECIAL EVENTS 156523 85022 653 70848 RESEARCH 83840 83840 DONATED GOODS & SUPPLIE 63347 63347 AWARDS & GIFTS 11402 1336 561 9505 11946 4378 1530 6038 14560659 11256601 869334 2434724 3058432 3014214 7220876 7438857 13783853 11126636 20661 0 582821 284796 149210 298025 4042928 5742221 192284 154097 28468244 27774050 276130 401118 1678470 2357354 1110000 218752 234369 2173352 4102841 X 9675754 10337356 16497706 13217425 121432 116428 26294892 23671209 28468244 27774050 X -3221192 602513 -5004 X 0 1 X 1 0 X 10510832 11228224 14823638 21342491 11178079 69083264 10510832 11228224 14823638 21342491 11178079 69083264 1201815 67881449 154064 88692 61216 123444 175898 603314 4943 29376 65754 63997 70364 234434 69921012 0.97080 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48409 98842 147251 14413408 14560659 878033 219508 0 0 679150 668734 534113 878033 2760030 4140045 23392 38429 43090 147251 252162 169788 167184 133528 219508 690008 1035012 2224 23201 25138 48409 98972 1118659 183872 1302531 1031392 87267 1118659 983032 25450 22910 1031392 898849 84183 983032 845509 53340 898849 0.69270 0.24180 0.06550 0 0 582821 284796 298025 298025 LEASE PAYOFF PAYABLE 234369 234369 X 10362352 602513 680565 -2724216 -1441138 11803490 43867 -507890 -464023 11339467 12646035 680565 167890 848455 11797580 43867 2719212 2763079 14560659 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: EXPLANATION: 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 -2,719,212. DECREASE IN INTEREST IN CHARITABLE TRUST FUND -5,004. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS -340,000. FUNDRAISING EVENTS EXPENSE -167,890. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 167,890. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,719,212. POYP 120345 65000 55345 6245 25429 23108 YOUNG LEADERS 54323 37500 16823 9428 22053 4125 6785 2 77487 55500 21987 2500 31791 7913 28513 252155 158000 94155 18173 79273 12038 58406 167890 -73735 1 AAA FAIR CREDIT FOUNDATION 230 W 200 S 3104 SALT LAKE CITY UT 84101 841411225 501(C )(3) 40000 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 501(C )(3) 5000 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) 67000 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION BIG BROTHERS BIG SISTERS 151 E 5600 S STE 200 SALT LAKE CITY UT 84107 870336168 501(C )(3) 173000 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) 204875 COMMUNITY DEVELOPMENT CATHOLIC COMMUNITY SERVICES 745 E 300 S SALT LAKE CITY UT 84102 870212450 501(C )(3) 84770 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION AND BASIC NEEDS - FOOD CHILDREN'S SERVICE SOCIETY OF UTAH 124 S 400 E STE 400 SALT LAKE CITY UT 84111 870212451 501(C )(3) 50000 COLLECTIVE IMPACT CITY OF SOUTH SALT LAKE 220 E MORRIS AVE STE 200 SALT LAKE CITY UT 84115 876000283 501(C )(3) 265893 COLLECTIVE IMPACT COMMUNITY ACTION PARTNERSHIP OF UTAH 230 S 500 W STE 260 SALT LAKE CITY UT 84101 870509521 501(C )(3) 97500 COLLECTIVE IMPACT COMMUNITY DEVELOPMENT CORPORATION OF UTAH 501 E 1700 S SALT LAKE CITY UT 84105 870476889 501(C )(3) 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) COMMUNITY HEALTH CENTERS 220 W 7200 S MIDVALE UT 84047 742412898 501(C )(3) 70000 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) 40000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY), COLLECTIVE IMPACT DAVIS COUNTY HEALTH DEPARTMENT 22 S STATE ST CLEARFIELD UT 84015 501(C )(3) 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) DAVIS SCHOOL DISTRICT 490 S 500 E KAYSVILLE UT 84037 870386379 501(C )(3) 107272 COLLECTIVE IMPACT, EITC PROGRAM & BASIC NEEDS DCCAV-SAFE HARBOR SHELTER AND CRISIS CENTER PO BOX 772 KAYSVILLE UT 84037 870516562 501(C )(3) 85000 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) 65000 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) 159008 BASIC NEEDS - SHELTER GRANITE SCHOOL DISTRICT-SIB 2500 S STATE ST SALT LAKE CITY UT 84115 876000494 501(C )(3) 899322 EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL GUADALUPE CENTER EDUCATIONAL PROGRAM INC 340 S GOSHEN ST SALT LAKE CITY UT 84104 870299521 501(C )(3) 124441 COLLECTIVE IMPACT GUADALUPE CENTER EDUCATIONAL PROGRAM INC-SIB 340 S GOSHEN ST SALT LAKE CITY UT 84104 870299521 501(C )(3) 31260 EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL HOLY CROSS MINISTRIES 860 E 4500 S STE 204 SALT LAKE CITY UT 84107 870359324 501(C )(3) 140000 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) 70070 IMMIGRANT & REFUGEE - INTEGRATION JEWISH FAMILY SERVICE 1111 BRICKYARD RD SALT LAKE CITY UT 84106 870227089 501(C )(3) 10000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) JUNIOR ACHIEVEMENT 515 E 100 S 200 SALT LAKE CITY UT 84102 870225875 501(C )(3) 40000 COLLECTIVE IMPACT KOSTOPULOS DREAM FOUNDATION 4180 EMIGRATION CANYON RD SALT LAKE CITY UT 84108 876125177 501(C )(3) 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) LATINOS IN ACTION 9898 NORTH WILD FLOWER CIRCLE CEDAR HILLS UT 84062 264304427 501(C )(3) 154077 COMMUNITY DEVELOPMENT LAYTON COMMUNITY ACTION COUNCIL PO BOX 2103 LAYTON UT 84041 870617517 501(C )(3) 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) LEGAL AID SOCIETY OF SALT LAKE 450 S STATE ST SALT LAKE CITY UT 84111 870212457 501(C )(3) 85000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) MALIHEH FREE CLINIC 415 E 3900 S SALT LAKE CITY UT 84107 202313461 501(C )(3) 20000 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) 8000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH 450 S 900 E STE 160 SALT LAKE CITY UT 84102 870432972 501(C )(3) 25000 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) 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) 179910 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) 20000 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) 17500 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) SALT LAKE CAP HEAD START 1307 S 900 W SALT LAKE CITY UT 84102 870269683 501(C )(3) 32500 BASIC NEEDS-HEALTH SALT LAKE CITY SCHOOL DISTRICT 440 E 100 S SALT LAKE CITY UT 84111 742563849 501(C )(3) 20000 COLLECTIVE IMPACT SALT LAKE COMMUNITY ACTION PROGRAM 764 S 200 W SALT LAKE CITY UT 84101 870269683 501(C )(3) 100000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) 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) 11997 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) 15000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) THE FAMILY SUPPORT CENTER 1760 W 4805 S TAYLORSVILLE UT 84118 870359719 501(C )(3) 20000 BASIC NEEDS - SAFETY, COMMUNITY DEVELOPMENT THE HAVEN 974 E SOUTH TEMPLE SALT LAKE CITY UT 84102 237043339 501(C )(3) 20000 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 THE SHARING PLACE 1695 E 3300 S SALT LAKE CITY UT 84106 870514353 501(C )(3) 5000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) 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) 45773 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) 100000 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) 17000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) UTAH HEALTH POLICY PROJECT 508 E SOUTH TEMPLE STE 45 SALT LAKE CITY UT 84102 870684606 501(C )(3) 110000 BASIC NEEDS 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) 216000 COLLECTIVE IMPACT-& BASIC NEEDS UTAH STATE UNIVERSITY-SIB CHAMP DRIVE LOGAN UT 84322 876000528 501(C )(3) 81632 EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL UTAHNS AGAINST HUNGER 455 E 400 S 407 SALT LAKE CITY UT 84111 870343164 501(C )(3) 15000 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) 84102 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 YMCA OF SALT LAKE-SIB 3098 S HIGHLAND DR STE 440 SALT LAKE CITY UT 84106 870212472 501(C )(3) 26260 EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL YWCA OF SALT LAKE CITY 344 E BROADWAY SALT LAKE CITY UT 84111 870212467 501(C )(3) 100000 BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY) VARIOUS DONOR DESIGNATED GRANTS VARIOUS VARIOUS UT 84101 501(C )(3) 2646309 RSCORESBY@CBIZ.COM - 10/31/14 02:46PM WORKSHEET SCHEDULE I PART I, LINE 2: SCHEDULE I PART I, LINE 2 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 196799 0 30000 0 0 0 12000 0 18530 0 257329 0 0 0 REBECCA DUTSON EXECUTIVE VP & CHIEF DEV. 131486 0 15000 0 0 0 8040 0 2826 0 157352 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 230230 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. $194,230 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 MORE THAN $83,925 IN CONSULTING SERVICES TO UWSL AND LEVERAGED AN ADDITIONAL $416,851 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 COMMITTEES 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 3 36035 FAIR MARKET VALUE X VARIOUS NONCA 60 63347 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 III, LINE 2 THE ORGANIZATION BEGAN USING SOCIAL IMPACT LOANS AS PART OF THEIR COLLECTIVE IMPACT PROGRAM. SEE THE COLLECTIVE IMPACT PROGRAM ACCOMPLISHMENTS DESCRIPTION ON SCHEDULE O FROM FORM 990, PART III, LINE 4A. 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 A, LINE 4 THE ORGANIZATION UPDATED THE LANGUAGE IN ITS ARTICLES OF ORGANIZATION TO REFLECT THE CHANGES THAT THE ORGANIZATION HAS MADE TO ITS MISSION AND OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY THE CEO & CFO, THE GOVERNANCE COMMITTEE, AND THE ADMINISTRATION/FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN GIVEN TO THE EXECUTIVE COMMITTEE AND FULL BOARD FOR THEIR REVIEW. 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 -5,004.