2015-08-13T16:41:43-05:00 2014-12-31 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2014-01-01 593828402 UNIVERSAL TECHNICAL INSTITUTE FOUNDATION UNIV 6234450933 16620 N SCOTTSDALE ROAD NO 100 SCOTTSDALE AZ 85254 JENNIFER MAHER EXECUTIVE DIRECTOR 6234450933 2015-08-13 1 BRENDA BLUNT CPA P00075126 6022645844 2015-08-12 2014 2016-02-25 16:41:14Z JENNIFER MAHER 16620 N SCOTTSDALE ROAD NO 100 SCOTTSDALE AZ 85254 1438278 0 X WWW.UTIFOUNDATION.NET X 2005 AZ THE FOUNDATION'S MISSION IS SUPPORTING AND ENCOURAGING TECHNICAL EDUCATION FOR THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, NASCAR AND OTHER TRANSPORTATION INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER SPECIAL PROGRAMS. 12 12 0 0 0 0 1662884 1159403 0 0 68723 139968 14559 227 1746166 1299598 1118788 1082997 0 0 0 17081 60000 2800 60721 210406 206604 1389194 1309482 356972 -9884 3247947 3098274 94735 9665 3153212 3088609 THE FOUNDATION'S MISSIONS IS SUPPORTING AND ENCOURAGING TECHNICAL EDUCATION FOR THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE, NASCAR AND OTHER TRANSPORTATION INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER SPECIAL PROGRAMS. 0 0 1132069 1082997 THE UTI FOUNDATION PROVIDED 1,007 SCHOLARSHIPS AND GRANTS IN A VARIETY OF AREAS TO STUDENTS WISHING TO PURSUE A SPECIALIZED TECHNICAL EDUCATION AT ANY ONE OF 11 UTI CAMPUSES THROUGHOUT THE US. SCHOLARSHIPS ARE AVAILABLE IN THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE AND NASCAR SERVICE REPAIR PROGRAMS TO HELP STUDENTS GET TO SCHOOL, STAY AND GRADUATE INTO PRODUCTIVE CAREERS. DESIGNATED SCHOLARSHIPS ARE ALSO AVAILABLE FOR MILITARY VETERANS TO HELP GAIN THE TRAINING TO TRANSITION INTO CIVILIAN LIFE. APPROXIMATELY 4,000 STUDENTS WERE ASSISTED WITH EMERGENCY GRANTS AND FOOD PANTRY SUPPORT TO ASSIST INCOMING AND CURRENT STUDENTS WHO EXPERIENCE AN UNEXPECTED FINANCIAL CRISIS. FOR MORE INFORMATION ON UTI FOUNDATION SCHOLARSHIPS AND GRANTS, GO TO WWW.UTIFOUNDATION.NET. 1132069 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 1 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AZ X JENNIFER MAHER 6234450933 16220 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 X WILLIAM T BIRGE DIRECTOR 1.00 X 0 0 0 ROBERT A BENDOTTI DIRECTOR 1.00 X 0 0 0 FREDERICK NADER DIRECTOR 1.00 X 0 0 0 LARRY HOHL DIRECTOR 1.00 X 0 0 0 WARREN DEBARDELABEN DIRECTOR 1.00 X 0 0 0 LYNN PARKER DIRECTOR 1.00 X 0 0 0 RONALD J KUTZ DIRECTOR 1.00 X 0 0 0 TODD ARMSTRONG PRESIDENT/CHAIRMAN 1.00 X X 0 0 0 DONALD W ABLESON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 FRANK PLACENTI VICE PRESIDENT 1.00 X X 0 0 0 DANIEL M HANCOCK INTERIM TREASURER 1.00 X X 0 0 0 JENNIFER MAHER SECRETARY/VP/ED 40.00 X X 0 0 0 0 0 0 0 0 0 0 0 414 1158989 59395 1159403 68497 68497 210151 138680 71471 71471 71471 MISCELLANEOUS REVENUE 900099 227 227 227 1299598 0 0 140195 10294 10294 1072703 1072703 12585 12585 4496 4496 15672 15672 15975 15975 2800 2800 19007 19007 81970 19199 22771 40000 2680 2010 670 9094 9094 4739 4739 23001 5750 17251 29873 29873 3282 3282 MISCELLANEOUS 1311 1311 1309482 1132069 116692 60721 141879 172167 2292837 57503 464290 173431 94078 17334 416442 239719 150596 176723 104267 2501116 3247947 3098274 94735 9665 94735 9665 X 1471577 1509663 1681635 1578946 3153212 3088609 3247947 3098274 X -9884 -99295 44576 X 0 1 X 1 0 X 1393147 1361256 1598933 1662884 1159403 7175623 1393147 1361256 1598933 1662884 1159403 7175623 3151568 4024055 6636 9567 42585 43898 68497 171183 97493 36061 30773 164327 227 227 7511360 0.53570 0.58410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 227. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 416442 239719 176723 176723 MUTUAL FUNDS 2501116 C 2501116 X 1567582 -99295 341710 44576 286991 1280591 19007 19007 1299598 1632185 341710 341710 1290475 19007 19007 1309482 PART X, LINE 2: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 NATIONAL AUTOMOTIVE TECHNICIANS EDUCATION FOUNDATION (NATEF) 101 BLUE SEAL DR SE STE 101 LEESBURG VA 20175 362957357 501 (C) (3) 10000 EDUCATION SERVICES 1 0 SCHOLARSHIP 1007 950801 HARDSHIP ASSISTANCE 60 42385 FOOD PANTRY PROGRAM 3885 79517 PART I, LINE 2: THE ORGANIZATION ONLY DISTRIBUTES FUNDS TO ORGANIZATIONS WITHIN THE U.S. CONTRIBUTING TO ORGANIZATIONS WITH THE SAME MISSION TO FURTHER EDUCATION. SCHEDULE I, PART III: STUDENTS APPLY FOR A SCHOLARSHIP OR GRANT BASED ON ESTABLISHED CRITERIA AND MONEY AVAILABLE. GRANT FUNDS ARE DISBURSED AS NEEDED AS LONG AS THE STUDENT PROVIDES THE NECESSARY DOCUMENTATION. STUDENTS APPLY FOR A PARTICULAR SCHOLARSHIP BASED ON ESTABLISHED CRITERIA, COMPLETE THE APPLICATION FORM AND SUBMIT IT BY THE STATED DEADLINE. EACH SCHOLARSHIP FUND SETS THE NUMBER OF AWARDS PER YEAR. HARDSHIP ASSISTANCE IS MONITORED TYPICALLY BY PAYING BASIC-NEED EXPENSES (HOUSING, UTILITIES, ETC.) BASED ON THE SUBMISSION OF SUPPORTING DOCUMENTATION. THE FOOD PANTRY PROGAM PROVIDES FINANCIALLY DISTRESSED STUDENTS WITH SMALL QUANTITIES OF FOOD STAPLES. SUBSEQUENT TO THE GRANT, NO FURTHER MONITORING IS CONSIDERED NECESSARY OR APPROPRIATE. THE NUMBER OF RECIPIENTS IS AN ESTIMATE OF ASSISTANCE INSTANCES BASED ON CASUAL OBSERVATION. THE NUMBER DOES NOT ATTEMPT TO ESTIMATE THE NUMBER OF UNIQUE RECIPIENTS. X 1 56000 MANUFACTURER LIST PRICE X SUPPLIES 1 3395 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE AUTHORIZED TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING THE RETURN, A DRAFT COPY IS SUBMITTED TO THE EXECUTIVE DIRECTOR AND THEN TO THE FINANCE COMMITTEE. THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW TO ENSURE THAT THE INFORMATION PRESENTED ON THE RETURN IS AN ACCURATE DESCRIPTION OF THE ACTIVITIES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD AUTHORIZED POWERS SIGNS A STATEMENT WHICH AFFIRMS (S)HE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. THE ORGANIZATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE. THESE REVIEWS SPECIFICALLY LOOK AT COMPENSATION ARRANGEMENTS WITH DISQUALIFIED PERSONS AND WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SERVICES TO THE ORGANIZATION ARE PROVIDED BY UNIVERSAL TECHNICAL INSTITUTE, AN UNRELATED ORGANIZATION, WITHOUT CHARGE TO THE ORGANIZATION. UNIVERSAL TECHNICAL INSTITUTE SETS HER SALARY. BECAUSE UNIVERSAL TECHNICAL INSTITUTES DOES NOT TAKE A CHARITABLE CONTRIBUTION FOR THE PROVISION OF THESE SERVICES, NO COMPENSATION IS REPORTED ON PART VII OR SCHEDULE J OF THE RETURN (SEE FORM 990 INSTRUCTIONS FOR PART VII, LINE 5). FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 1023, FORM 990 RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: SCHOLARSHIP REFUNDS 44,576.