2014-04-09T19:28:37-05:00 2013-06-30 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990 2012-07-01 870227091 UNITED WAY OF SALT LAKE UNIT 8017368929 257 EAST 200 SOUTH NO 300 SALT LAKE CITY UT 84111 ALLEN B ALEXANDER 8017368929 2014-03-27 1 RICHARD SCORESBY P00573067 8013649300 2012 2015-11-30 17:44:51Z DEBORAH S BAYLE 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 22044805 0 X WWW.UW.ORG X 1904 UT OUR MISSION IS TO IMPROVE LIVE AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS WITH THE WILL, PASSION, EXPERTISE, AND RESOURCES NEEDED TO SOLVE PROBLEMS. 46 44 59 5000 0 0 14823638 21342491 0 63997 39261 114948 53040 -53186 14915939 21468250 6107503 2736048 0 0 2505336 2965504 0 0 1652088 1761831 1851205 10374670 7552757 4541269 13915493 18257643 28468244 6020831 2173352 12236812 26294892 X OUR MISSION IS TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS WITH THE WILL, PASSION, EXPERTISE, AND RESOURCES NEEDED TO SOLVE PROBLEMS. 0 0 2395516 375149 SEE SCHEDULE OCOLLECTIVE IMPACT: UNITED WAY'S INNOVATIVE APPROACH TO COMMUNITY PROBLEM SOLVING. UNITED WAY OF SALT LAKE HAS ADOPTED A NEW 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 NEIGHBORHOOD.2) MEASURE SUCCESS BY TRACKING AND SHARING DATA AND MODIFYING PROGRAMS TO ENSURE RESULTS.3) ALIGN ALL PROGRAMS, ACTIVITIES, AND STRATEGIES TO MUTUALLY REINFORCE EACH OTHER.4) CREATE AN ENVIRONMENT OF CONTINUOUS COMMUNICATION.UNITED WAY OF SALT LAKE SERVES AS THE BACKBONE ORGANIZATION ASSURING THESE ELEMENTS ARE IN PLACE IN EVERY NEIGHBORHOOD. 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. 272077 237750 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. 642881 SEE SCHEDULE O2-1-1 INFORMATION AND REFERRAL IS THE STATE OF UTAH'S INFORMATIONAL AND REFERRAL SYSTEM. A PROGRAM OF UNITED WAY OF SALT LAKE, 2-1-1 IS A FREE INFORMATION AND REFERRAL LINE FOR HEALTH, HUMAN, AND COMMUNITY SERVICES. 2-1-1 PROVIDES INFORMATION AND REFERRALS ON TOPICS SUCH AS EMERGENCY FOOD PANTRIES, RENTAL ASSISTANCE, PUBLIC HEALTH CLINICS, CHILD CARE RESOURCES, SUPPORT GROUPS, LEGAL AID, AND A VARIETY OF OTHER NONPROFIT AND GOVERNMENTAL AGENCIES. UTAH'S 2-1-1 ANSWERED MORE THAN 98,000 CALLS LAST YEAR AND MADE NEARLY 155,000 REFERRALS TO NON-PROFIT AND GOVERNMENT AGENCIES, AS WELL AS TO VOLUNTEER OPPORTUNITIES. 2123149 2123149 DONOR DESIGNATIONS 63997 MISCELLANEOUS ACTIVITIES 2123149 2123149 63997 5433623 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 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 33 0 59 1 0 0 0 0 0 0 0 0 0 0 X 46 44 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X X X KEVIN GRIMMETT 8017367716 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 ALLEN B ALEXANDER 2.00 X X 0 0 0 SHERYL L ALLEN 1.00 X 0 0 0 MARK H BOUCHARD 1.00 X 0 0 0 CHRIS BRAY 1.00 X 0 0 0 CHRISTINE B BUCKLEY 2.00 X 0 0 0 DAVID L BUHLER 1.00 X 0 0 0 MONA LYMAN BURTON 6.00 X X 0 0 0 CHRISTIAN K GARDNER 1.00 X 0 0 0 KEM GARDNER 2.00 X 0 0 0 LAREN GERTSCH 1.00 X 0 0 0 JAMIE GLENN 1.00 X 0 0 0 NATALIE GOCHNOUR 1.00 X 0 0 0 DAVID R GOLDEN 1.00 X 0 0 0 PAULA GREEN JOHNSON 1.00 X 0 0 0 NEIL HAFER 1.00 X 0 0 0 TIM HODGE 1.00 X 0 0 0 CATHY CAPUTO HOSKINS 1.00 X 0 0 0 GREG HUGHES 1.00 X 0 0 0 JEFFREY K LARSEN 1.00 X 0 0 0 BLAKE LARSON 1.00 X 0 0 0 LEEANNE B LINDERMAN 1.00 X 0 0 0 THOMAS M LOVE 2.00 X 0 0 0 BEN MCADAMS 1.00 X 0 0 0 KATHIE MILLER 2.00 X X 0 0 0 JOHN W MILLIKEN 2.00 X 0 0 0 RAY D PICKUP 2.00 X 0 0 0 BRUCE T REESE 1.00 X 0 0 0 GAVIN M REESE 2.00 X 0 0 0 KEVIN RICKLEFS 1.00 X 0 0 0 KEVIN SALMON 1.00 X 0 0 0 JEFF SIMPSON 1.00 X 0 0 0 SEAN M SLATTER 2.00 X 0 0 0 JENNIFER SMITH 2.00 X 0 0 0 DR CHARLES W SORENSON JR 1.00 X 0 0 0 JILL TAYLOR 1.00 X 0 0 0 KARMA M THOMSON 1.00 X 0 0 0 SCOTT C ULBRICH 3.00 X 0 0 0 CRAIG WAGSTAFF 1.00 X 0 0 0 LINDA WARDELL 1.00 X 0 0 0 MICHAEL WEINHOLTZ 1.00 X 0 0 0 RICK WIDNER 1.00 X 0 0 0 CHERIE WOOD 1.00 X 0 0 0 THOMAS WRIGHT 1.00 X 0 0 0 MICHAEL A ZODY 2.00 X 0 0 0 M CRAIG ZOLLINGER 2.00 X 0 0 0 DEBORAH SBAYLE 40.00 X X 195892 0 33385 REBECCA DUTSON 40.00 X 128091 0 8675 KEVIN GRIMMETT 40.00 X 92817 0 5813 BILL CRIM 40.00 X 95769 0 7325 512569 0 55198 2 0 1 0 0 50161 21292330 75890 21342491 MISCELLANEOUS 900099 63997 63997 63997 123444 123444 438563 447059 -8496 -8496 -8496 76310 50161 129496 -53186 -53186 21468250 63997 0 61762 2736048 2736048 603309 344143 64410 194756 1978233 1128435 211199 638599 51834 29567 5534 16733 148358 84627 15839 47892 183770 104828 19619 59323 47263 7500 34773 4990 36820 36820 186963 107458 15 79490 202263 100049 102214 346029 167887 22555 155587 143286 98498 6975 37813 201388 129097 16311 55980 21689 11568 836 9285 108884 73561 4595 30728 98398 53845 9805 34748 78925 49180 6922 22823 39511 16411 3075 20025 SPECIAL EVENTS 216013 95628 3029 117356 RESEARCH 65538 65538 DONATED GOODS & SUPPLIE 20498 10055 11 10432 AWARDS & GIFTS 17929 8080 3035 6814 19808 11620 1688 6500 7552757 5433623 467046 1652088 X 4361030 3058432 5027243 7220876 5988053 13783853 13354 20661 574093 424883 159467 149210 2465704 4042928 242792 192284 18257643 28468244 194088 276130 5609513 1678470 217230 218752 6020831 2173352 X 4591728 9675754 7529116 16497706 115968 121432 12236812 26294892 18257643 28468244 13915493 142587 0 X 0 1 X 1 0 X 14994944 10510832 11228224 14823638 21342491 72900129 14994944 10510832 11228224 14823638 21342491 72900129 159056 72741073 240640 154064 88692 61216 123444 668056 55946 4943 29376 65754 63997 220016 73788201 0.98580 0.96730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25138 17952 43090 7639163 7682253 534113 133528 0 0 728677 679150 668734 534113 2610674 3916011 38210 23392 38429 43090 143121 182169 169788 167184 133528 652669 979004 8523 2224 23201 25138 59086 1031392 87267 1118659 983032 25450 22910 1031392 898849 84183 983032 845509 53340 898849 1245463 -399954 845509 0.68820 0.07630 0.23550 0 0 574093 424883 149210 149210 LEASE PAYOFF PAYABLE 218752 218752 X 20594456 137014 569092 580069 1286175 19308281 36820 2123149 2159969 21468250 6091376 569092 129496 698588 5392788 2159969 2159969 7552757 PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN INTEREST IN CHARITABLE TRUST FUND 5,573. LOSS ON UNCOLLECTIBLE CONTRIBUTIONS 445,000. FUNDRAISING EVENTS EXPENSE 129,496. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,123,149. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 129,496. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,123,149. INVESTMENT MANAGEMENT FEES 36,820. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS FROM OUTSIDE EXPERTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY OR UNRECOGNIZED TAX BENEFITS. POYP 92428 32661 59767 98743 YOUNG LEADERS 34043 17500 16543 30753 126471 50161 76310 129496 129496 -53186 1 ASIAN ASSN OF UTAH DBA REFUGEE & IMMIGRANT CENTER 1588 S MAJOR ST SALT LAKE CITY UT 84115 870333555 501(C )(3) 2700 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION CATHOLIC COMMUNITY SERVICES 745 E 300 S SALT LAKE CITY UT 84102 870212450 501(C )(3) 1918 IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION AND BASIC NEEDS - FOOD COMUNIDADES UNIDAS 1341 S STATE ST SUITE 211 SALT LAKE CITY UT 84115 134257724 501(C )(3) 10000 COLLECTIVE IMPACT GRANT & BASIC NEEDS GRANT COMMUNITY FOUNDATION 6550 MILLROCK DR SUITE 125 SALT LAKE CITY UT 84121 743211770 501(C )(3) 10000 BASIC NEEDS GRANT ENGLISH SKILLS LEARNING CENTER 631 W NORTH TEMPLE SUITE 70 SALT LAKE CITY UT 84116 870467902 501(C )(3) 10000 CDG HORIZONTE INSTRUCTION & TRAINING 1234 S MAIN ST SALT LAKE CITY UT 84101 876000515 501(C )(3) -2700 COLLECTIVE IMPACT GRANT INTERNATIONAL RESCUE COMMITTEE 1800 S WEST TEMPLE SUITE 421 SALT LAKE CITY UT 84115 135660870 501(C )(3) 25000 IMMIGRANT & REFUGEE - INTEGRATION BIG BROTHERS BIG SISTERS 151 E 5600 S STE 200 SALT LAKE CITY UT 84107 870336168 501(C )(3) 10000 COLLECTIVE IMPACT BOY SCOUTS OF AMERICA GREAT SALT LAKE COUNCIL 525 FOOTHILL DR SALT LAKE CITY UT 84113 870212460 501(C )(3) 3015 COLLECTIVE IMPACT BOYS & GIRLS CLUBS OF SALT LAKE 669 S 200 E STE 100 SALT LAKE CITY UT 84111 870278627 501(C )(3) 10000 COLLECTIVE IMPACT BOYS & GIRLS CLUBS OF SOUTH VALLEY PO BOX 57071 MURRAY UT 84157 870304654 501(C )(3) 40000 COMMUNITY DEVELOPMENT CHILDREN'S SERVICE SOCIETY OF UTAH 124 S 400 E STE 400 SALT LAKE CITY UT 84111 870212451 501(C )(3) 5000 COLLECTIVE IMPACT CITY OF SOUTH SALT LAKE 220 E MORRIS AVE STE 200 SALT LAKE CITY UT 84115 876000283 501(C )(3) 29000 COLLECTIVE IMPACT COMMUNITY ACTION PARTNERSHIP OF UTAH 230 S 500 W STE 260 SALT LAKE CITY UT 84101 870509521 501(C )(3) 10000 COLLECTIVE IMPACT DAVIS SCHOOL DISTRICT 490 S 500 E KAYSVILLE UT 84037 870386379 501(C )(3) 3110 COLLECTIVE IMPACT, EITC PROGRAM & BASIC NEEDS FAMILY PROMISE 814 W 800 S SALT LAKE CITY UT 84104 870547916 501(C )(3) 7500 COLLECTIVE IMPACT GRANITE SCHOOL DISTRICT 2500 S STATE ST SALT LAKE CITY UT 84115 876000494 501(C )(3) 97780 BASIC NEEDS - SHELTER GRANITE PARK JR HIGH 3031 SOUTH 200 EAST SALT LAKE CITY UT 84115 501(C )(3) 30400 COLLECTIVE IMPACT GUADALUPE CENTER EDUCATIONAL PROGRAM INC 340 S GOSHEN ST SALT LAKE CITY UT 84104 870299521 501(C )(3) 10000 COLLECTIVE IMPACT HOLY CROSS MINISTRIES 860 E 4500 S STE 204 SALT LAKE CITY UT 84107 870359324 501(C )(3) 40000 COLLECTIVE IMPACT THE KENTLANDS INITIATIVE UNKNOWN SALT LAKE CITY UT 84101 501(C )(3) 5000 COLLECTIVE IMPACT & BASIC NEEDS LATINOS IN ACTION 9898 NORTH WILD FLOWER CIRCLE CEDAR HILLS UT 84062 264304427 501(C )(3) 30000 COMMUNITY DEVELOPMENT LETTERS TO SOLDIERS UNKNOWN SALT LAKE CITY UT 84101 900539279 501(C )(3) 500 COLLECTIVE IMPACT LINCOLN ELEMENTARY SCHOOL 450 E 3700 S SALT LAKE CITY UT 84115 501(C )(3) 5000 BASIC NEEDS NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH 450 S 900 E STE 160 SALT LAKE CITY UT 84102 870432972 501(C )(3) 5000 COLLECTIVE IMPACT NEIGHBORHOOD HOUSE ASSOCIATION 1050 W 500 S SALT LAKE CITY UT 84104 870212462 501(C )(3) 10250 BASIC NEEDS - ADVOCACY, BASIC NEEDS - HEALTH PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 742552454 501(C )(3) 10000 BASIC NEEDS - HEALTH & SAFETY PARK CITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 300171971 501(C )(3) 22500 COLLECTIVE IMPACT PEOPLE'S HEALTH CLINIC 650 ROUND VALLEY DR PARK CITY UT 84068 870638042 501(C )(3) 7500 BASIC NEED, COLLECTIVE IMPACT SALT LAKE CAP HEAD START 1307 S 900 W SALT LAKE CITY UT 84102 870269683 501(C )(3) 10000 BASIC NEEDS-HEALTH SALT LAKE CITY SCHOOL DISTRICT 440 E 100 S SALT LAKE CITY UT 84111 742563849 501(C )(3) 9235 COLLECTIVE IMPACT SALT LAKE DONATED DENTAL 1383 S 900 W STE 128 SALT LAKE CITY UT 84104 870482710 501(C )(3) 10000 COLLECTIVE IMPACT SOUTH VALLEY SANCTUARY PO BOX 1028 WEST JORDAN UT 84084 870543219 501(C )(3) 10000 BASIC NEEDS-HEALTH THE FAMILY SUPPORT CENTER 1760 W 4805 S TAYLORSVILLE UT 84118 870359719 501(C )(3) 7500 BASIC NEEDS - SAFETY, COMMUNITY DEVELOPMENT THE HAVEN 974 E SOUTH TEMPLE SALT LAKE CITY UT 84102 237043339 501(C )(3) 7500 BASIC NEEDS - SAFETY COMMUNITY DEVELOPMENT THE ROAD HOME 210 S RIO GRANDE ST SALT LAKE CITY UT 84101 870212465 501(C )(3) 10000 BASIC NEEDS - HEALTH THAYNE CENTER SLCOMMUNITY COLLEGE 4600 S REDWOOD RD SALT LAKE CITY UT 84123 501(C )(3) 3887 BASIC NEEDS - SHELTER TOOELE VALLEY COMMUNITY COOPERATIVE 169 N MAIN ST TOOELE UT 84074 320167874 501(C )(3) 10000 COLLECTIVE IMPACT UTAH EDUCATION SAVINGS PLAN PO BOX 145100 SALT LAKE CITY UT 84114 501(C )(3) 300 BASIC NEEDS - SHELTER, BASIC NEEDS - SAFETY, BASIC NEEDS FOOD UTAH FEDERATION FOR YOUTH 641 W NORTH TEMPLE STE 40 SALT LAKE CITY UT 84116 870416279 501(C )(3) 6909 FINANCIAL EDUCATION UTAH HEALTH POLICY PROJECT 508 E SOUTH TEMPLE STE 45 SALT LAKE CITY UT 84102 870684606 501(C )(3) 10000 BASIC NEEDS UTAH PARTNERS FOR HEALTH 3665 S 8400 W MAGNA UT 84044 270218004 501(C )(3) 7500 COLLECTIVE IMPACT-& BASIC NEEDS UTAH REFUGEE COALITION 140 E 300 S SALT LAKE CITY UT 84111 263952217 501(C )(3) 15000 COMMUNITY DEVELOPMENT UTAH NON-PROFITS ASSN 231 E 400 S STE 345 SALT LAKE CITY UT 84111 870481455 501(C )(3) 11500 COMMUNITY DEVELOPMENT VOICES FOR UTAH CHILDREN 747 E SOUTH TEMPLE STE 100 SALT LAKE CITY UT 84108 870428873 501(C )(3) 3595 COMMUNITY DEVELOPMENT YMCA OF SALT LAKE 3098 S HIGHLAND DR STE 440 SALT LAKE CITY UT 84106 870212472 501(C )(3) 7500 COLLECTIVE IMPACT & BASIC NEEDS VARIOUS DONOR DESIGNATED GIFTS VARIOUS VARIOUS UT 84101 501(C )(3) 2147149 DONOR DESIGNATED PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHEDULE I 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 0 0 DEBORAH SBAYLE 180892 0 15000 0 0 0 6287 0 27098 0 229277 0 0 0 LOVE COMMUNICATIONS SEE PART V 223383 SEE PART V 0 SCHEDULE L, PART IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS (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 THE SERVICES. $187,383 OF THE TRANSACTION AMOUNT IS MEDIA BUYS THAT WERE PASSED-THROUGH TO MEDIA OUTLETS. LOVE COMMUNICATIONS DONATED MORE THAN $81,000 IN CONSULTING SERVICES TO UWSL, AND LEVERAGED AN ADDITIONAL $354,337 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 15 55391 FAIR MARKET VALUE X VARIOUS NONCASH DONATIONS 70 20499 COMPARABLE SALES 0 1 1 THIRD PARTY USE: PART I, LINE 32B: NONCASH DONATIONS OF STOCK ARE PROCESSED AND SOLD BY THE ORGANIZATION'S BROKERAGE FIRM. FORM 990, PART VI, SECTION A, LINE 2 BRUCE REESE, A BOARD MEMBER, IS THE FATHER OF GAVIN REESE, A BOARD MEMBER. KEM GARDNER, A BOARD MEMBER, IS THE FATHER OF CHRISTIAN GARDNER, A BOARD MEMBER. JEFF SIMPSON, A BOARD MEMBER, IS A BOARD MEMBER OF DESERET MEDIA. DESERET MEDIA DOES BUSINESS WITH LOVE COMMUNICATIONS, OF WHICH TOM LOVE, BOARD MEMBER, IS AN OFFICER. BOARD MEMBERS BRUCE REESE, KEM GARDNER AND CHARLES SORENSON ALL SERVE ON THE BOARD OF INTERMOUNTAIN HEALTHCARE. 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 GOVERNING DOCUMENTS WERE CHANGED TO SPECIFY THAT A QUORUM OF BOARD MEMBERS IS NO LONGER REQUIRED TO BE PRESENT IN ORDER FOR THE BOARD TO VOTE. 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. PRIOR YEAR BALANCE SHEET RECLASSIFICATIONS FORM 990, PART X, COLUMN A DUE TO AN AUDIT RECLASSIFICATION, THE PRIOR YEAR CASH BALANCE AND ACCOUNTS PAYABLE BALANCE WERE BOTH REDUCED BY $16,597 TO MAKE THEM CONSISTENT WITH THE CURRENT YEAR PRESENTATION.