2013-08-15T11:25:38-05:00 2012-12-31 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2012-01-01 593828402 UNIVERSAL TECHNICAL INSTITUTE FOUNDATION UNIV 6234450933 16620 N SCOTTSDALE ROAD NO 100 SCOTTSDALE AZ 85254 VERONICA MEURY 6234450933 2013-08-06 1 BRENDA A BLUNT P00075126 6022645844 2013-08-01 2012 2016-02-25 16:41:14Z DONALD W ABLESON 16620 N SCOTTSDALE ROAD NO 100 SCOTTSDALE AZ 85254 1772831 0 X WWW.UTIFOUNDATION.NET X 2005 AZ PROMOTE TECHNICAL TRAINING AND AUTOMOTIVE SAFETY, FOR POST SECONDARY EDUCATION (CONT. ON SCH O) (CONT. FROM PAGE 1) AND PROMOTE TECHNICAL TRAINING IN SECONDARY EDUCATION. THE UTI FOUNDATION PROVIDES 36 SCHOLARSHIPS AND GRANTS IN A VARIETY OF AREAS TO STUDENTS WISHING TO PURSUE A SPECIALIZED TECHNICAL EDUCATION AT ANY ONE OF 11 UTI CAMPUSES THROUGOUT 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. EMERGENCY GRANTS PROVIDE SUPPORT TO CAMPUS FOOD PANTRIES AND 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. 11 11 0 47 0 0 1361256 1598933 0 0 9567 42585 64621 -78659 1435444 1562859 732133 1069878 0 0 0 0 6950 8025 37588 257371 165142 996454 1243045 438990 319814 2288146 2694454 3841 64068 2284305 2630386 X THE MISSION OF THE UTI FOUNDATION IS TO SUPPORT AND ENCOURAGE TECHNICAL EDUCATION IN THE AUTOMOTIVE, DIESEL, COLLISION REPAIR, MOTORCYCLE, MARINE AND NASCAR SERVICE REPAIR INDUSTRIES THROUGH SCHOLARSHIPS, GRANTS, CAREER DEVELOPMENT AND OTHER SPECIAL PROGRAMS. THE FOUNDATION IS DEDICATED TO HELPING STUDENTS GET TO SCHOOL, STAY IN SCHOOL AND GRADUATE INTO PRODUCTIVE CAREER. WE SUPPORT RELOCATION GRANTS, TUITION SCHOLARSHIPS, STUDENT EMERGENCY GRANTS AND ADVANCED TRAINING SCHOLARSHIPS AND STUDENT FOOD PANTRIES IN EACH OF THE 11 UTI CAMPUSES. IN 2011 THE UTI FOUNDATION AWARD SCHOLARSHIPS AND GRANTS TO STUDENTS FROM 45 STATES. 0 0 1000601 971878 TO HELP STUDENTS GET TO SCHOOL, STAY IN SCHOOL AND GRADUATE INTO PRODUCTIVE CAREERS IN THE SERVICE REPAIR INDUSTRY. THIS IS ACHIEVED THROUGH SCHOLARSHIPS AND EMERGENCY GRANTS. 73000 73000 TO ASSIST HIGH SCHOOL AUTO TECHNOLOGY PROGRAMS WITH ADDITIONAL IN-KIND RESOURCES TO ENHANCE THEIR STUDENT TRAINING. 25000 25000 PROMOTE TECHNICAL TRAINING AND AUTOMOTIVE SAFETY, PROVIDE EXPERT DRIVING CURRICULUM AND INFORMATION TO NEW DRIVERS, AND PROMOTE AND SUPPORT TECHNICAL TRAINING IN SECONDARY EDUCATION. 1098601 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AZ X VERONICA MEURY 6234450933 16220 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 X DONALD W ABLESON 1.00 X X 0 0 0 WILLIAM T BIRGE 1.00 X 0 0 0 TODD ARMSTRONG 1.00 X 0 0 0 WILLIAM R KRAUS 1.00 X X 0 0 0 FRANK PLACENTI 1.00 X 0 0 0 BARRY FODOR 1.00 X 0 0 0 VERONICA K MEURY 40.00 X X 0 0 0 ROBERT A BENDOTTI 1.00 X 0 0 0 DANIEL M HANCOCK 1.00 X 0 0 0 FREDERICK NADER 1.00 X 0 0 0 CHRIS HOGAN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2344 125200 1471389 205835 1598933 42563 42563 95274 95252 22 22 22 36061 125200 114720 -78659 -78659 1562859 22 0 -36096 56500 56500 1013378 1013378 16550 16550 8025 8025 14519 14519 36736 6355 30381 17827 11975 5852 19699 19699 4778 4778 31615 7904 23711 14464 14464 2969 2969 MISCELLANEOUS 5985 5985 1243045 1098601 106856 37588 352545 143496 1675162 2174518 148509 244534 97243 32683 284300 185077 14687 99223 2288146 2694454 2341 64068 1500 0 3841 64068 X 717257 1160329 1567048 1470057 2284305 2630386 2288146 2694454 319814 26267 0 X 0 1 X 1 0 X 1473939 1896760 1393147 1361256 1598933 7724035 1473939 1896760 1393147 1361256 1598933 7724035 3438929 4285106 5122 1987 6636 9567 42585 65897 7789932 133554 0.55010 0.52730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284300 185077 99223 99223 X 2089037 26267 399710 425977 1663060 14519 -114720 -100201 1562859 1742956 399710 114720 514430 1228526 14519 14519 1243045 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO NET WITH REVENUE -114,720. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO NET WITH REVENUE 114,720. DRIVE TO SUCCEED SUPERKART EVENT 161261 125200 36061 73000 17926 3867 19927 161261 125200 36061 73000 17926 3867 19927 114720 -78659 1 OAK LAWN COMMUNITY HIGH SCHOOL 9400 SOUTHWEST HIGHWAY OAK LAWN IL 60453 521168424 GOVERNMENT 10000 28000 BOOK TOOLS, TIRES, CLIP-CAR AUTOMOTIVE SHOP MAKEOVER WAYNE HILLS HIGH SCHOOL 272 BERDAN AVE WAYNE NJ 07470 226002385 GOVERNMENT 7000 5500 BOOK TOOLS, TIRES AUTOMOTIVE SHOP MAKEOVER WASHINGTON HIGH SCHOOL 38442 FREMONT RD FREMONT CA 94538 941636029 GOVERNMENT 3000 3000 BOOK TOOLS, TIRES AUTOMOTIVE SHOP MAKEOVER 3 SCHOLARSHIP 467 923772 FMV HARDSHIP ASSISTANCE 229 39750 FMV FOOD PANTRY PROGRAM 3300 68989 FMV FOOD PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A VISIT IS MADE TO THE HIGH SCHOOLS RECEIVING THE AWARD TO SPEAK WITH ADMINISTRATION, SCHOOL BOARD MEMBERS AND TEACHERS ABOUT THE AWARD AND THE UTI FOUNDATION. 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.) DIRECTLY TO THE SERVICE PROVIDER. 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 2 99000 MANUFACTURER LIST PRICE X GOODS 35 60759 COST AND FMV X TOOLS 6 21278 COST X GIFT CARDS 15 22533 COST AND FMV X TICKETS 8 2265 COST AND FMV X FOOD 1 2015 COST AND FMV 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 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 PARTNESHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGAZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES. 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.