UTAH FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-28
- IRS object ID
- 201413019349300321
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-28T10:06:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1564 SOUTH 500 WEST SUITE 201 | AddressLine1 |
| City | BOUNTIFUL | City |
| State | UT | State |
| ZIP Code | 840107400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 841012075 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J KROES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8013551400 | PhoneNum |
| Signature | 2014-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN R SHAW CPA CFE | PreparerPersonNm |
| PTIN | P00081558 | PTIN |
| Phone | 8012943155 | PhoneNum |
| Preparation | 2014-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 841012075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $383,429 | 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 | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $284,739 | PYContributionsGrantsAmt |
| CY Contributions Grants | $264,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,260 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $119,008 | CYProgramServiceRevenueAmt |
| PY Investment Income | $199 | PYInvestmentIncomeAmt |
| CY Investment Income | $105 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $412,198 | PYTotalRevenueAmt |
| CY Total Revenue | $383,429 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $293,922 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $290,115 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,400 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $113,105 | PYOtherExpensesAmt |
| CY Other Expenses | $73,945 | CYOtherExpensesAmt |
| PY Total Expenses | $407,027 | PYTotalExpensesAmt |
| CY Total Expenses | $364,060 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $126,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,221 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,191 | 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 | $288,085 | ExpenseAmt |
| Desc | IN 2013, WE PUBLISHED SIX SIGNIFICANT RESEARCH REPORTS FOCUSING ON HIGH- PRIORITY POLICY AND ECONOMIC ISSUES. OUR STUDY ON TRANSPORTATION FUNDING PROVIDED REVENUE ESTIMATES FOR A WIDE RANGE OF TAX OPTIONS, INCLUDING RAISING FUEL TAXES, ADDING SALES TAXES TO FUEL, TAXING MILES DRIVEN, AND MORE. THE REPORT DID NOT RECOMMEND A TAX INCREASE BUT PROVIDED USEFUL DATA FOR POLICYMAKERS AND ADVOCATES CONSIDERING SUCH CHANGES. THIS WORK WAS WIDELY CITED IN THE NEWS MEDIA, AT LEGISLATIVE INTERIM HEARINGS AND DURING THE RECENT LEGISLATIVE SESSION. WE ARE QUITE PROUD OF OUR SECOND STUDY ON LONG-TERM ECONOMIC MOBILITY IN UTAH, COMPILED WITH THE COLLABORATION OF THE UTAH STATE TAX COMMISSION, EVALUATING HOW MANY UTAHNS WERE ABLE TO MOVE UP THE INCOME LADDER SINCE 1994. THAT INFORMATION IS AVAILABLE NOWHERE ELSE. OUR EDUCATION STUDY ON PEER STATES FULFILLED A LONG-HELD DESIRE TO SHOW THE EDUCATION STRATEGIES THAT ARE WORKING IN STATES THAT ARE ECONOMICALLY AND DEMOGRAPHICALLY SIMILAR TO UTAH. THE UTAH FOUNDATION QUALITY OF LIFE INDEX IS A MAJOR UNDERTAKING THAT SHOWS THE FACTORS THAT MATTER MOST FOR THE QUALITY OF LIFE IN OUR COMMUNITIES AND PROVIDES A CURRENT RATING OF EACH FACTOR, SHOWING AREAS THAT ARE STRENGTHS AND THOSE THAT ARE PROBLEMS NEEDING THE ATTENTION OF POLICYMAKERS AND CITIZENS. 2013 UTAH FOUNDATION PUBLICATIONS: MARCH: FUELING OUR FUTURE, 2013-2040: POLICY OPTIONS TO ADDRESS UTAH'S TRANSPORTATION NEEDS JUNE: SAGEBRUSH REBELLION PART II: ANALYSIS OF THE PUBLIC LANDS DEBATE IN UTAH AUGUST: CLIMBING TOWARD THE AMERICAN DREAM: A SECOND ANALYSIS OF ECONOMIC MOBILITY IN UTAH OCTOBER: INSPIRATIONS AND ASPIRATIONS: A SURVEY OF 2013 UTAH HIGH SCHOOL GRADUATES OCTOBER: ELEVATING STUDENT ACHIEVEMENT: SUCCESSFUL EDUCATION POLICIES AND PRACTICES IN UTAH'S PEER STATES NOVEMBER: UTAH FOUNDATION QUALITY OF LIFE INDEX: 2013 EDITION SHOWS CONCERNS ABOUT JOBS, K-12 EDUCATION AND AIR QUALITY OUR 2013 ANNUAL MEETING FOCUSED ON THE TWIN PRIORITIES OF TRANSPORTATION AND EDUCATION INVESTMENT. IT WAS A VERY POPULAR EVENT, WITH GREAT MEDIA COVERAGE. WE ALSO HELD A LUNCHEON IN NOVEMBER HIGHLIGHTING OUR QUALITY OF LIFE INDEX, WITH RECOGNIZED EXPERTS OFFERING OPINION ON HOW TO IMPROVE LIFE IN UTAH. OUR WORK WAS CITED IN AT LEAST 50 NEWS MEDIA ARTICLES IN 2013. 76,000 PEOPLE VISITED OUR WEBSITE AND VIEWED 37,000 COPIES OF OUR RESEARCH REPORTS LAST YEAR. OUR PRESENCE ON FACEBOOK AND TWITTER ALSO GREW. JUST RECENTLY, WE UNVEILED A COMPLETELY NEW DESIGN OF OUR WEBSITE (WWW.UTAHFOUNDATION.ORG). TAKE A LOOK AND BROWSE OUR NEW POLICY BLOG, WITH WEEKLY ARTICLES ON CURRENT UTAH POLICY TOPICS. | Desc |
| Total Program Service Expenses | $288,085 | 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 | false | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 841012075 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAN ADAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ALLEGRA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYSON GARBETT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ENTWISTLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM SHEEHAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HARDY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HEWLETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HANSHAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED ESPLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VAUGHN HOLBROOK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BYRON JORGENSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CID SEIDELMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN JONES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PARSON | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIS SIMMONS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BIRD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS LLOYD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS TILLACK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RODNEY BRADY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| F ANN MILLNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BUCHI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN AMES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG MATSUMORI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HITCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB CAMPBELL | ||||||
| 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 | |
| GREGORY POULSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL HARBEKE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT JENSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM LOVE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MAKIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANE BEATTIE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK WALKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BOUCHARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WASHBURN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD SHAFER | ||||||
| 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 | $139,204 | $0 | $16,186 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $139,204 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $16,186 | 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 | $264,316 | AllOtherContributionsAmt |
| Total Contributions | $264,316 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONSULTING INCOME | $102,208 | $102,208 |
| PROGRAM EVENT | $16,800 | $16,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $119,008 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105 | TotalRevenueColumnAmt |
| Exclusion | $105 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $383,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,008 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $105 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,000 | TotalAmt |
| Program Services | $98,700 | ProgramServicesAmt |
| Management And General | $21,150 | ManagementAndGeneralAmt |
| Fundraising | $21,150 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,549 | TotalAmt |
| Program Services | $90,544 | ProgramServicesAmt |
| Management And General | $5,200 | ManagementAndGeneralAmt |
| Fundraising | $2,805 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,961 | TotalAmt |
| Program Services | $26,829 | ProgramServicesAmt |
| Management And General | $3,736 | ManagementAndGeneralAmt |
| Fundraising | $3,396 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,605 | TotalAmt |
| Program Services | $13,117 | ProgramServicesAmt |
| Management And General | $1,827 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,319 | TotalAmt |
| Management And General | $5,319 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,342 | TotalAmt |
| Program Services | $12,342 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,465 | TotalAmt |
| Program Services | $9,847 | ProgramServicesAmt |
| Management And General | $1,371 | ManagementAndGeneralAmt |
| Fundraising | $1,247 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,376 | TotalAmt |
| Program Services | $13,727 | ProgramServicesAmt |
| Management And General | $1,911 | ManagementAndGeneralAmt |
| Fundraising | $1,738 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,552 | TotalAmt |
| Program Services | $6,721 | ProgramServicesAmt |
| Management And General | $831 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264 | TotalAmt |
| Program Services | $1,789 | ProgramServicesAmt |
| Management And General | $249 | ManagementAndGeneralAmt |
| Fundraising | $226 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | $13,074 | $13,074 | ||
| MISCELLANEOUS | $2,987 | $948 | $1,919 | $120 |
| LIBRARY | $566 | $447 | $62 | $57 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,060 | TotalAmt |
| Program Services | $288,085 | ProgramServicesAmt |
| Management And General | $43,575 | ManagementAndGeneralAmt |
| Fundraising | $32,400 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,232 | BOYAmt |
| EOY | $22,966 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,858 | BOYAmt |
| EOY | $97,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,140 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,775 | BOYAmt |
| EOY | $10,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,618 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,473 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,409 | BOYAmt |
| EOY | $8,145 | 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 | $126,267 | BOYAmt |
| EOY | $140,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,445 | BOYAmt |
| EOY | $6,221 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,445 | BOYAmt |
| EOY | $6,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,822 | BOYAmt |
| EOY | $124,191 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,822 | BOYAmt |
| EOY | $134,191 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,267 | BOYAmt |
| EOY | $140,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,369 | 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 | $205,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $256,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,700 | CurrentTaxYearAmt |
| Total | $1,182,424 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,008 | CurrentTaxYearAmt |
| Total | $421,379 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $411,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,708 | CurrentTaxYearAmt |
| Total | $1,603,803 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,200 | CurrentTaxYearAmt |
| Total | $734,850 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,500 | CurrentTaxYearAmt |
| Total | $37,500 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,700 | CurrentTaxYearAmt |
| Total | $772,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $831,453 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $2,043 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $2,043 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $412,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,813 | CurrentTaxYearAmt |
| Total | $1,605,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.51780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 | $11,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,996 | DepreciationAmt |
| Book Value | $8,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,477 | DepreciationAmt |
| Book Value | $36 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,145 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $383,429 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $383,429 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $383,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $364,060 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $364,060 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $364,060 | 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 | $139,204 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $16,186 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $155,390 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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 | OUR EDUCATION STUDY ON PEER STATES FULFILLED A LONG-HELD DESIRE TO SHOW THE EDUCATION STRATEGIES THAT ARE WORKING IN STATES THAT ARE ECONOMICALLY AND DEMOGRAPHICALLY SIMILAR TO UTAH. THE UTAH FOUNDATION QUALITY OF LIFE INDEX IS A MAJOR UNDERTAKING THAT SHOWS THE FACTORS THAT MATTER MOST FOR THE QUALITY OF LIFE IN OUR COMMUNITIES AND PROVIDES A CURRENT RATING OF EACH FACTOR, SHOWING AREAS THAT ARE STRENGTHS AND THOSE THAT ARE PROBLEMS NEEDING THE ATTENTION OF POLICYMAKERS AND CITIZENS. 2013 UTAH FOUNDATION PUBLICATIONS: MARCH: FUELING OUR FUTURE, 2013-2040: POLICY OPTIONS TO ADDRESS UTAH'S TRANSPORTATION NEEDS JUNE: SAGEBRUSH REBELLION PART II: ANALYSIS OF THE PUBLIC LANDS DEBATE IN UTAH AUGUST: CLIMBING TOWARD THE AMERICAN DREAM: A SECOND ANALYSIS OF ECONOMIC MOBILITY IN UTAH OCTOBER: INSPIRATIONS AND ASPIRATIONS: A SURVEY OF 2013 UTAH HIGH SCHOOL GRADUATES OCTOBER: ELEVATING STUDENT ACHIEVEMENT: SUCCESSFUL EDUCATION POLICIES AND PRACTICES IN UTAH'S PEER STATES NOVEMBER: UTAH FOUNDATION QUALITY OF LIFE INDEX: 2013 EDITION SHOWS CONCERNS ABOUT JOBS, K-12 EDUCATION AND AIR QUALITY OUR 2013 ANNUAL MEETING FOCUSED ON THE TWIN PRIORITIES OF TRANSPORTATION AND EDUCATION INVESTMENT. IT WAS A VERY POPULAR EVENT, WITH GREAT MEDIA COVERAGE. WE ALSO HELD A LUNCHEON IN NOVEMBER HIGHLIGHTING OUR QUALITY OF LIFE INDEX, WITH RECOGNIZED EXPERTS OFFERING OPINION ON HOW TO IMPROVE LIFE IN UTAH. OUR WORK WAS CITED IN AT LEAST 50 NEWS MEDIA ARTICLES IN 2013. 76,000 PEOPLE VISITED OUR WEBSITE AND VIEWED 37,000 COPIES OF OUR RESEARCH REPORTS LAST YEAR. OUR PRESENCE ON FACEBOOK AND TWITTER ALSO GREW. JUST RECENTLY, WE UNVEILED A COMPLETELY NEW DESIGN OF OUR WEBSITE (WWW.UTAHFOUNDATION.ORG). TAKE A LOOK AND BROWSE OUR NEW POLICY BLOG, WITH WEEKLY ARTICLES ON CURRENT UTAH POLICY TOPICS. |
| FORM 990, PAGE 6, PART VI, LINE 4 | CHANGED THE ORGANIZATION'S BYLAWS IN DECEMBER 2013. |
| 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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