UTAH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201312279349301501
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-15T09:18:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAW & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870199245 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTAH | NameControl |
| Phone | 8013551400 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J KROES | Name |
| Title | PRESIDENT | Title |
| Phone | 8013551400 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUSTIN R SHAW CPA CFE | Name |
| Phone | 8012943155 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN J HERSHEY KROES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 412198 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.UTAHFOUNDATION.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | UT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 256345 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 284739 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 40555 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 127260 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 409 | InvestmentIncomePriorYear |
| Investment Income Current Year | 199 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 682 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 297991 | TotalRevenuePriorYear |
| Total Revenue Current Year | 412198 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 220012 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 293922 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16608 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 63574 | OtherExpensePriorYear |
| Other Expenses Current Year | 113105 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 283586 | TotalExpensesPriorYear |
| Total Expenses Current Year | 407027 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14405 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5171 | RevenuesLessExpensesCY |
| Total Assets BOY | 121997 | TotalAssetsBOY |
| Total Assets EOY | 126267 | TotalAssetsEOY |
| Total Liabilities BOY | 12346 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11445 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 109651 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 114822 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 352124 | Expense |
| Description | 1.ENERGY INITIATIVE IN 2011, THE BOARD DECIDED THAT UTAH FOUNDATION WOULD CONDUCT RESEARCH ON THE ECONOMICS OF RENEWABLE ENERGY. IN MARCH OF THIS YEAR, WE PUBLISHED "IS THE PRICE FINALLY RIGHT? THE ECONOMICS OF RENEWABLE ENERGY IN UTAH." UTAH FOUNDATION ANALYZED THE COSTS AND BENEFITS OF RENEWABLE ENERGY BY ASSESSING THE FINANCIAL COSTS OF BUILDING THE DIFFERENT TYPES OF RENEWABLE ENERGY PROJECTS. THIS ANALYSIS ASSESSED WHAT BENEFITS COULD BE RECEIVED VIA FEDERAL SUBSIDIES, THE COSTS OF TRANSPORTING THE ENERGY, THE COSTS OF CHANGING OR UPDATING THE ENERGY INFRASTRUCTURE, THE INTERMITTENT AVAILABILITY OF RENEWABLE ENERGY, THE EFFECTS ON THE ENVIRONMENT AND UTAH'S WILDERNESS, AND THE POTENTIAL REDUCTION IN CONSUMPTION OF NON-RENEWABLE ENERGY. THIS REPORT WAS WRITTEN BY OUR FORMER STAFF RESEARCHER, DAVID NEWELL, IN COLLABORATION WITH UTAH FOUNDATION STAFF AND WITH INPUT AND REVIEW BY SEVERAL MEMBERS OF THE BOARD. ADDITIONALLY, THE REPORT HAD INPUT FROM AN OUTSIDE READER AT UTAH CLEAN ENERGY. 2.THE 2012 UTAH PRIORITIES SURVEY THROUGHOUT THIS ELECTION YEAR, UTAH FOUNDATION WILL WORK TO PROVIDE INFORMATION, ANALYSIS, AND PUBLIC DIALOGUE ON THE ISSUES THAT MATTER MOST TO UTAH VOTERS. THE PROJECT BEGAN WITH A SURVEY CONDUCTED BY DAN JONES AND ASSOCIATES TO UNDERSTAND WHICH ISSUES ARE OF GREATEST CONCERN TO VOTERS. SURVEY RESULTS, RELEASED MARCH 22ND, SHOWED THAT UTAH VOTERS REMAIN VERY CONCERNED WITH JOBS AND THE ECONOMY AND K-12 EDUCATION. UTAHNS ARE MORE CONCERNED WITH ENERGY ISSUES, HIGHER EDUCATION, PARTISAN POLITICS AND POVERTY THAN THEY WERE IN 2010, AND CONCERNS ABOUT ISSUES LIKE ETHICS OF ELECTED OFFICIALS, STATES' RIGHTS AND FEDERAL LANDS HAVE DIMINISHED. 3.UTAH PRIORITIES GUBERNATORIAL SURVEY: A COMPARISON OF CANDIDATES' AND VOTERS' TOP PRIORITIES FOR 2012 AS A FOLLOW-UP TO OUR UTAH PRIORITIES SURVEY, WE ALSO REQUESTED THAT THE GUBERNATORIAL CANDIDATES COMPLETE PART OF THE SURVEY. ALL OF THE REPUBLICAN AND DEMOCRATIC CANDIDATES AND TWO OF THREE THIRD-PARTY CANDIDATES COMPLETED THE SURVEY. THE CANDIDATES WERE ASKED TO COMPLETE TWO MAIN SECTIONS FROM THE SURVEY. THE FIRST GAUGED THEIR FEELINGS ON QUALITY OF LIFE IN UTAH, AND THE SECOND ASKED THEM TO PRIORITIZE 19 POLICY ISSUES THAT WERE PREVIOUSLY IDENTIFIED BY VOTERS AS IMPORTANT IN THE UPCOMING ELECTION. THIS SURVEY ALLOWED US TO COMPARE THE VIEWS AND PRIORITIES OF VOTERS TO CANDIDATES. 4.UTAH PRIORITIES SURVEY OF PARTY DELEGATES AND VOTERS AS PART OF THE 2012 UTAH PRIORITIES PROJECT, WE COMPLETED A SURVEY OF DELEGATES TO THE MAJOR PARTY STATE CONVENTIONS. THIS SURVEY WAS CONDUCTED FOR THE FIRST TIME IN 2010, SHOWING DISTINCT DIFFERENCES BETWEEN PARTY DELEGATES AND VOTERS, WITH DELEGATES USUALLY TAKING MORE ZEALOUS POSITIONS THAN THEIR PARTIES' VOTERS. THE 2012 SURVEY SHOWED DIFFERENCES BETWEEN VOTERS AND DELEGATES REMAINED, BUT WERE NOT AS PRONOUNCED AS IN 2010. THIS SURVEY ALSO SHOWED THAT REPUBLICAN DELEGATES AND VOTERS NOW HAVE MORE MODERATE VIEWS ON SEVERAL ISSUES, SUCH AS GLOBAL WARMING, ABORTION AND PUBLIC EDUCATION. ADDITIONALLY, THIS SURVEY REVEALED THAT SUPPORT FOR THE TEA PARTY IN UTAH HAS DECLINED SIGNIFICANTLY SINCE 2010. 5.RECOVERING FROM THE GREAT RECESSION: ARE WE THERE YET? RESPONDENTS TO THE UTAH PRIORITIES SURVEYS IN 2010 AND 2012 LISTED "JOBS AND THE ECONOMY" AS THEIR TOP CONCERN. BECAUSE OF THIS, WE COMPLETED A RESEARCH REPORT OUTLINING THE EFFECTS OF THE GREAT RECESSION ON UTAH'S ECONOMY, AND HOW UTAH IS RECOVERING. THIS RECESSION AND RECOVERY HAVE ARGUABLY BEEN THE WORST SINCE 1945, WITH JOB GROWTH AT THE LOWEST RATES SINCE THAT TIME, AND HIGH UNEMPLOYMENT AND LOW LABOR FORCE PARTICIPATION RATES RIVALING THOSE SEEN IN THE DOUBLE-DIP RECESSIONS THAT OCCURRED IN THE EARLY 1980S. WHILE UTAH'S JOB GROWTH WAS HIGHER THAN THE NATIONAL AVERAGE BEFORE AND AFTER THE RECESSION, IT WAS ACTUALLY WORSE THAN THE NATION'S DURING THE RECESSION. UTAH EXPERIENCED THE LARGEST DECLINE IN LABOR FORCE OF ALL 50 STATES, DECLINING FROM 72.2% OF THE CIVILIAN POPULATION IN 2007 TO 67.1% IN 2011, A DECREASE OF 5.1 PERCENTAGE POINTS. 6.PARTISAN POLITICS, POLARIZATION AND PARTICIPATION IN THE 2012 UTAH PRIORITIES SURVEY, RESPONDENTS LISTED PARTISAN POLITICS AS ONE OF THEIR TOP CONCERNS FOR THE UPCOMING ELECTIONS. THIS IS SIGNIFICANT NOT ONLY BECAUSE IT WAS THE FIRST TIME THIS ISSUE HAD BEEN LISTED AS A TOP-TEN CONCERN IN THIS SERIES OF SURVEYS, BUT ALSO THE FIRST TIME IT WAS SEEN AS A CONCERN AT ALL. THIS REPORT DETAILED THE RISE OF PARTISANSHIP AND POLARIZATION AT THE STATE AND NATIONAL LEVEL, AND ALSO ADDRESSED THE FACT THAT VOTER TURNOUT HAS BEEN FALLING IN UTAH FOR THE LAST SEVERAL DECADES. AT THE NATIONAL LEVEL, PARTISAN POLARIZATION IS AT RECORD LEVELS, AND THE NUMBER OF MODERATES IN BOTH CHAMBERS OF THE U.S. CONGRESS IS AT A HISTORIC LOW. WITHIN THE UTAH STATE LEGISLATURE, THE REPUBLICAN SUPER-MAJORITY IS ALSO AT NEAR-RECORD LEVELS. REGARDING VOTER TURNOUT IN UTAH, WHILE IT ONCE WAS WELL ABOVE THE NATIONAL AVERAGE, IT FELL TO NINTH-LOWEST AMONG THE STATES AND DISTRICT OF COLUMBIA IN 2008. 7.UTAH PRIORITIES RESEARCH BRIEFS WITH KUER FROM OCTOBER 1ST THROUGH OCTOBER 10TH, WE RELEASED A SERIES OF BRIEFS ON EACH OF THE TOP 10 PRIORITIES. IN CONJUNCTION WITH EACH RELEASE, WE ALSO DID A DAILY RADIO INTERVIEW WITH KUER. THIS PROJECT NOT ONLY ALLOWED US TO PUBLISH SOMETHING ON EACH PRIORITY, BUT ALSO BROUGHT ADDITIONAL ATTENTION FROM THE MEDIA AND THE PUBLIC TO THESE TOPICS. WE HOPE THAT THIS IS SOMETHING WE WILL CONTINUE TO DO WITH KUER IN FUTURE UTAH PRIORITIES PROJECTS. 8.RURAL SCHOOLS PROJECT IN 1998, THE WESTERN INSTITUTE FOR RESEARCH AND EVALUATION PERFORMED RESEARCH ABOUT THE PERFORMANCE AND STANDING OF RURAL SCHOOLS IN UTAH. THIS PROJECT INCLUDED DATA COLLECTED FROM THREE SEPARATE SURVEYS: A SUPERINTENDENT'S QUESTIONNAIRE WHICH WAS DISTRIBUTED TO ALL 26 DISTRICTS IN THE STATE WITH RURAL HIGH SCHOOLS; A PRINCIPAL'S QUESTIONNAIRE WHICH WAS DISTRIBUTED TO ALL 46 PRINCIPALS OF ALL RURAL HIGH SCHOOLS; AND A SENIOR SURVEY WHICH WAS PROVIDED BY THE UTAH STATE OFFICE OF EDUCATION. UTAH FOUNDATION PROPOSED AN UPDATED ANALYSIS, SIMILAR IN SCOPE TO THE ORIGINAL SURVEYS AND REPORT, BUT FOCUSED ON THE CHALLENGES AND OPPORTUNITIES THAT FACE RURAL SCHOOLS IN 2012. IN PERFORMING THIS ANALYSIS, PARTICULAR ATTENTION WILL BE PAID TO CHANGES IN THE CONDITION OF RURAL EDUCATION SINCE 1998 AND CURRENT DIFFERENCES BETWEEN RURAL SCHOOLS AND URBAN/SUBURBAN SCHOOLS IN UTAH. WE WILL EXAMINE EQUITY OF RESOURCES INCLUDING FUNDING LEVELS, TEACHER TRAINING AND QUALITY, FACILITIES AND EQUIPMENT, AND AVAILABILITY OF ANCILLARY SERVICES SUCH AS STUDENT TRANSPORTATION. 9.TRANSPORTATION FUNDING PROJECT UTAH FOUNDATION WILL DISTRIBUTE AN EMBARGOED COPY OF ITS PROJECT ON TRANSPORTATION FUNDING TO THE UTAH TRANSIT AUTHORITY AND SALT LAKE CHAMBER, AND WILL PROBABLY PUBLISH IT IN EARLY JANUARY. THIS PROJECT HAS TAKEN A HOLISTIC LOOK AT FUNDING OPTIONS FOR FURTHER EXPANSION OF TRANSIT, HIGHWAYS, AND LOCAL ROADS ALONG THE WASATCH FRONT. ONE GOAL OF THE SPONSORING ORGANIZATIONS IS FURTHER ACCELERATION OF PROJECTS THAT ARE CURRENTLY ON A VERY LONG TIME HORIZON, SIMILAR TO THE EFFORTS MADE IN 2006 TO FUND AN ACCELERATION OF PROJECTS THAT WERE TO BE COMPLETED BY 2015. WE REVIEWED AND ASSESSED A WIDE RANGE OF FUNDING OPTIONS, WITH IDEAS DRAWN FROM OTHER JURISDICTIONS IN THE UNITED STATES AND ABROAD, AS WELL AS OPTIONS CRAFTED THROUGH OUR OWN CREATIVE EFFORTS. CURRENT PROJECTS: 10.UNITED WAY COMMUNITY ASSESSMENT UNITED WAY OF SALT LAKE HAS ASKED US TO PERFORM A COMMUNITY ASSESSMENT, A PROJECT WE HAVE DONE SEVERAL TIMES IN THE PAST. THIS PROJECT WILL IDENTIFY AND UPDATE THE LIST OF KEY INDICATORS OF OUR REGION'S WELL-BEING IN UWSL'S PRIORITY AREAS OF FOCUS: EDUCATION, HEALTH, INCOME, AND BASIC NEEDS. WE WILL PERFORM AN INITIAL UPDATE OF DATA ON THOSE KEY INDICATORS, CONDUCT FOCUS GROUPS WITH INDIVIDUALS IN POPULATIONS AND NEIGHBORHOODS THAT ARE MOST IMPACTED BY UWSL'S COMMUNITY IMPACT EFFORTS, AS WELL AS GROUPS WITH COMMUNITY ACTIVISTS, DATA EXPERTS, SERVICE PROVIDERS, AND OTHER INTERESTED PARTIES. THIS ASSESSMENT WILL PROVIDE A DEEPER ANALYSIS OF DATA ON THE PRIORITY AREAS, FOCUSING ON TRENDS, IMPACTS, AND IF POSSIBLE, PROJECTIONS OF FUTURE TRENDS, AS WELL AS EVALUATE CAUSES AND UNDERLYING ISSUES RELATED TO THE COMMUNITY CHALLENGES SHOWN IN OUR REVIEW OF KEY INDICATORS. 11.EDUCATION FUNDING CAPACITY PROJECTION EDUCATION FIRST HAS ASKED US TO PERFORM A QUICK STUDY ON THE LONG-TERM NEEDS FOR EDUCATION FUNDING COMPARED TO OTHER MAJOR GENERAL FUND SPENDING NEEDS, INCLUDING TRANSPORTATION, PRISONS, AND HEALTHCARE. THE PROJECT IS AN ANALYSIS OF THE STATE BUDGET, PROJECTING THE GROWTH IN REVENUES FOR THE REST OF THIS DECADE, EXAMINING THE GROWING EARMARK OF SALES TAXES FOR TRANSPORTATION, POTENTIAL GROWTH IN MEDICAID FUNDING RELATED TO THE AFFORDABLE CARE ACT, AND OTHER FACTORS THAT INFLUENCE THE FUNDING THAT WOULD BE AVAILABLE FOR EDUCATION. PART OF THE ANALYSIS IS ABOUT THE 66% GOAL ESTABLISHED BY PROSPERITY 2020 AND THE GOVERNOR | Description |
| Total Program Service Expense | 352124 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN J HERSHEY KROES | NamePerson |
| Telephone Number | 8013551400 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LORRY PITCHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL ALLEGRA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRYSON GARBETT | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| NICKY FIRTH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIM SHEEHAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GARY CORNIA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES HEWLETT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS ANDERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN HANSHAW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRED ESPLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HAMILTON SHATTUCK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BYRON JORGENSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CID SEIDELMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY LARSEN | ||||||
| VICE CHAIRMA | 1.00 | X | 0 | 0 | 0 | |
| SCOTT PARSON | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| HARRIS SIMMONS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID BIRD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS LLOYD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRIS TILLACK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RODNEY BRADY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| F ANN MILLNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK BUCHI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LYNN AMES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOUG MATSUMORI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH HITCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROB CAMPBELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOUG HATTERY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREG FREDDE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREGORY POULSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIEL HARBEKE | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| BRENT JENSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER DANIELSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LINDA MAKIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LANE BEATTIE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK WALKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK BOUCHARD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE WASHBURN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PETER MANN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN J HERSHEY KROES | ||||||
| PRESIDENT | 40.00 | 134688 | 0 | 15983 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 134688 | TotalReportableCompFromOrg |
| Total Other Compensation | 15983 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 284739 | AllOtherContributions |
| Total Contributions | 284739 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| CONSULTING INCOME | 115825 | 115825 |
| PROGRAM EVENT | 11435 | 11435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 127260 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199 | TotalRevenueColumn |
| Exclusion | $199 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 412198 | TotalRevenueColumn |
| Related Or Exempt Function Income | 127260 | RelatedOrExemptFunctionIncome |
| Exclusion | $199 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134688 | Total |
| Program Services | 107750 | ProgramServices |
| Management And General | 16163 | ManagementAndGeneral |
| Fundraising | 10775 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111704 | Total |
| Program Services | 103325 | ProgramServices |
| Management And General | 6152 | ManagementAndGeneral |
| Fundraising | 2227 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30661 | Total |
| Program Services | 26692 | ProgramServices |
| Management And General | 2690 | ManagementAndGeneral |
| Fundraising | 1279 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16869 | Total |
| Program Services | 14703 | ProgramServices |
| Management And General | 1304 | ManagementAndGeneral |
| Fundraising | 862 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5795 | Total |
| Management And General | 5795 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59116 | Total |
| Program Services | 59116 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9937 | Total |
| Program Services | 8708 | ProgramServices |
| Management And General | 694 | ManagementAndGeneral |
| Fundraising | 535 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16521 | Total |
| Program Services | 14191 | ProgramServices |
| Management And General | 1479 | ManagementAndGeneral |
| Fundraising | 851 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6800 | Total |
| Program Services | 5016 | ProgramServices |
| Management And General | 1784 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 744 | Total |
| Program Services | 639 | ProgramServices |
| Management And General | 67 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | 10374 | 10374 | ||
| MISCELLANEOUS | 3100 | 892 | 2167 | 41 |
| LIBRARY | 718 | 718 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407027 | Total |
| Program Services | 352124 | ProgramServices |
| Management And General | 38295 | ManagementAndGeneral |
| Fundraising | 16608 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18364 | BOY |
| EOY | 14232 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95192 | BOY |
| EOY | 48858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 6140 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450 | BOY |
| EOY | 44775 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 53618 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43209 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2638 | BOY |
| EOY | 10409 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1853 | BOY |
| EOY | 1853 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121997 | BOY |
| EOY | 126267 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12346 | BOY |
| EOY | 11445 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12346 | BOY |
| EOY | 11445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104151 | BOY |
| EOY | 114822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5500 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109651 | BOY |
| EOY | 114822 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121997 | BOY |
| EOY | 126267 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5171 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 303229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 205725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250915 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 256345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 284739 | CurrentTaxYear |
| Total | 1300953 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106304 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41237 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127260 | CurrentTaxYear |
| Total | 312531 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 313389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 233295 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 297582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 411999 | CurrentTaxYear |
| Total | 1613484 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 185200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 122700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 145000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 174750 | CurrentTaxYear |
| Total | 772850 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 5000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2500 | CurrentTaxYear |
| Total | 12500 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 185200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 122700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177250 | CurrentTaxYear |
| Total | 785350 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 828134 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199 | CurrentTaxYear |
| Total | 4174 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199 | CurrentTaxYear |
| Total | 4174 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 315625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357749 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 297991 | CurrentTaxYearMinus1Year |
| Current Tax Year | 412198 | CurrentTaxYear |
| Total | 1617658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.51190 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.47030 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11105 | OtherCostOrOtherBasis |
| Depreciation | 775 | Depreciation |
| Book Value | 10330 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42513 | OtherCostOrOtherBasis |
| Depreciation | 42434 | Depreciation |
| Book Value | 79 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10409 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 412198 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 412198 | RevenueSubtotal |
| Total Revenue Per Form990 | 412198 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 407027 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 407027 | ExpensesSubtotal |
| Total Expenses Per Form990 | 407027 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN J HERSHEY KROES | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 134688 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 15983 | DeferredCompFilingOrg |
| Total Compensation Filing Org | 150671 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | ENERGY. THIS REPORT WAS WRITTEN BY OUR FORMER STAFF RESEARCHER, DAVID NEWELL, IN COLLABORATION WITH UTAH FOUNDATION STAFF AND WITH INPUT AND REVIEW BY SEVERAL MEMBERS OF THE BOARD. ADDITIONALLY, THE REPORT HAD INPUT FROM AN OUTSIDE READER AT UTAH CLEAN ENERGY. 2.THE 2012 UTAH PRIORITIES SURVEY THROUGHOUT THIS ELECTION YEAR, UTAH FOUNDATION WILL WORK TO PROVIDE INFORMATION, ANALYSIS, AND PUBLIC DIALOGUE ON THE ISSUES THAT MATTER MOST TO UTAH VOTERS. THE PROJECT BEGAN WITH A SURVEY CONDUCTED BY DAN JONES AND ASSOCIATES TO UNDERSTAND WHICH ISSUES ARE OF GREATEST CONCERN TO VOTERS. SURVEY RESULTS, RELEASED MARCH 22ND, SHOWED THAT UTAH VOTERS REMAIN VERY CONCERNED WITH JOBS AND THE ECONOMY AND K-12 EDUCATION. UTAHNS ARE MORE CONCERNED WITH ENERGY ISSUES, HIGHER EDUCATION, PARTISAN POLITICS AND POVERTY THAN THEY WERE IN 2010, AND CONCERNS ABOUT ISSUES LIKE ETHICS OF ELECTED OFFICIALS, STATES' RIGHTS AND FEDERAL LANDS HAVE DIMINISHED. 3.UTAH PRIORITIES GUBERNATORIAL SURVEY: A COMPARISON OF CANDIDATES' AND VOTERS' TOP PRIORITIES FOR 2012 AS A FOLLOW-UP TO OUR UTAH PRIORITIES SURVEY, WE ALSO REQUESTED THAT THE GUBERNATORIAL CANDIDATES COMPLETE PART OF THE SURVEY. ALL OF THE REPUBLICAN AND DEMOCRATIC CANDIDATES AND TWO OF THREE THIRD-PARTY CANDIDATES COMPLETED THE SURVEY. THE CANDIDATES WERE ASKED TO COMPLETE TWO MAIN SECTIONS FROM THE SURVEY. THE FIRST GAUGED THEIR FEELINGS ON QUALITY OF LIFE IN UTAH, AND THE SECOND ASKED THEM TO PRIORITIZE 19 POLICY ISSUES THAT WERE PREVIOUSLY IDENTIFIED BY VOTERS AS IMPORTANT IN THE UPCOMING ELECTION. THIS SURVEY ALLOWED US TO COMPARE THE VIEWS AND PRIORITIES OF VOTERS TO CANDIDATES. 4.UTAH PRIORITIES SURVEY OF PARTY DELEGATES AND VOTERS AS PART OF THE 2012 UTAH PRIORITIES PROJECT, WE COMPLETED A SURVEY OF DELEGATES TO THE MAJOR PARTY STATE CONVENTIONS. THIS SURVEY WAS CONDUCTED FOR THE FIRST TIME IN 2010, SHOWING DISTINCT DIFFERENCES BETWEEN PARTY DELEGATES AND VOTERS, WITH DELEGATES USUALLY TAKING MORE ZEALOUS POSITIONS THAN THEIR PARTIES' VOTERS. THE 2012 SURVEY SHOWED DIFFERENCES BETWEEN VOTERS AND DELEGATES REMAINED, BUT WERE NOT AS PRONOUNCED AS IN 2010. THIS SURVEY ALSO SHOWED THAT REPUBLICAN DELEGATES AND VOTERS NOW HAVE MORE MODERATE VIEWS ON SEVERAL ISSUES, SUCH AS GLOBAL WARMING, ABORTION AND PUBLIC EDUCATION. ADDITIONALLY, THIS SURVEY REVEALED THAT SUPPORT FOR THE TEA PARTY IN UTAH HAS DECLINED SIGNIFICANTLY SINCE 2010. 5.RECOVERING FROM THE GREAT RECESSION: ARE WE THERE YET? RESPONDENTS TO THE UTAH PRIORITIES SURVEYS IN 2010 AND 2012 LISTED "JOBS AND THE ECONOMY" AS THEIR TOP CONCERN. BECAUSE OF THIS, WE COMPLETED A RESEARCH REPORT OUTLINING THE EFFECTS OF THE GREAT RECESSION ON UTAH'S ECONOMY, AND HOW UTAH IS RECOVERING. THIS RECESSION AND RECOVERY HAVE ARGUABLY BEEN THE WORST SINCE 1945, WITH JOB GROWTH AT THE LOWEST RATES SINCE THAT TIME, AND HIGH UNEMPLOYMENT AND LOW LABOR FORCE PARTICIPATION RATES RIVALING THOSE SEEN IN THE DOUBLE-DIP RECESSIONS THAT OCCURRED IN THE EARLY 1980S. WHILE UTAH'S JOB GROWTH WAS HIGHER THAN THE NATIONAL AVERAGE BEFORE AND AFTER THE RECESSION, IT WAS ACTUALLY WORSE THAN THE NATION'S DURING THE RECESSION. UTAH EXPERIENCED THE LARGEST DECLINE IN LABOR FORCE OF ALL 50 STATES, DECLINING FROM 72.2% OF THE CIVILIAN POPULATION IN 2007 TO 67.1% IN 2011, A DECREASE OF 5.1 PERCENTAGE POINTS. 6.PARTISAN POLITICS, POLARIZATION AND PARTICIPATION IN THE 2012 UTAH PRIORITIES SURVEY, RESPONDENTS LISTED PARTISAN POLITICS AS ONE OF THEIR TOP CONCERNS FOR THE UPCOMING ELECTIONS. THIS IS SIGNIFICANT NOT ONLY BECAUSE IT WAS THE FIRST TIME THIS ISSUE HAD BEEN LISTED AS A TOP-TEN CONCERN IN THIS SERIES OF SURVEYS, BUT ALSO THE FIRST TIME IT WAS SEEN AS A CONCERN AT ALL. THIS REPORT DETAILED THE RISE OF PARTISANSHIP AND POLARIZATION AT THE STATE AND NATIONAL LEVEL, AND ALSO ADDRESSED THE FACT THAT VOTER TURNOUT HAS BEEN FALLING IN UTAH FOR THE LAST SEVERAL DECADES. AT THE NATIONAL LEVEL, PARTISAN POLARIZATION IS AT RECORD LEVELS, AND THE NUMBER OF MODERATES IN BOTH CHAMBERS OF THE U.S. CONGRESS IS AT A HISTORIC LOW. WITHIN THE UTAH STATE LEGISLATURE, THE REPUBLICAN SUPER-MAJORITY IS ALSO AT NEAR-RECORD LEVELS. REGARDING VOTER TURNOUT IN UTAH, WHILE IT ONCE WAS WELL ABOVE THE NATIONAL AVERAGE, IT FELL TO NINTH-LOWEST AMONG THE STATES AND DISTRICT OF COLUMBIA IN 2008. 7.UTAH PRIORITIES RESEARCH BRIEFS WITH KUER FROM OCTOBER 1ST THROUGH OCTOBER 10TH, WE RELEASED A SERIES OF BRIEFS ON EACH OF THE TOP 10 PRIORITIES. IN CONJUNCTION WITH EACH RELEASE, WE ALSO DID A DAILY RADIO INTERVIEW WITH KUER. THIS PROJECT NOT ONLY ALLOWED US TO PUBLISH SOMETHING ON EACH PRIORITY, BUT ALSO BROUGHT ADDITIONAL ATTENTION FROM THE MEDIA AND THE PUBLIC TO THESE TOPICS. WE HOPE THAT THIS IS SOMETHING WE WILL CONTINUE TO DO WITH KUER IN FUTURE UTAH PRIORITIES PROJECTS. 8.RURAL SCHOOLS PROJECT IN 1998, THE WESTERN INSTITUTE FOR RESEARCH AND EVALUATION PERFORMED RESEARCH ABOUT THE PERFORMANCE AND STANDING OF RURAL SCHOOLS IN UTAH. THIS PROJECT INCLUDED DATA COLLECTED FROM THREE SEPARATE SURVEYS: A SUPERINTENDENT'S QUESTIONNAIRE WHICH WAS DISTRIBUTED TO ALL 26 DISTRICTS IN THE STATE WITH RURAL HIGH SCHOOLS; A PRINCIPAL'S QUESTIONNAIRE WHICH WAS DISTRIBUTED TO ALL 46 PRINCIPALS OF ALL RURAL HIGH SCHOOLS; AND A SENIOR SURVEY WHICH WAS PROVIDED BY THE UTAH STATE OFFICE OF EDUCATION. UTAH FOUNDATION PROPOSED AN UPDATED ANALYSIS, SIMILAR IN SCOPE TO THE ORIGINAL SURVEYS AND REPORT, BUT FOCUSED ON THE CHALLENGES AND OPPORTUNITIES THAT FACE RURAL SCHOOLS IN 2012. IN PERFORMING THIS ANALYSIS, PARTICULAR ATTENTION WILL BE PAID TO CHANGES IN THE CONDITION OF RURAL EDUCATION SINCE 1998 AND CURRENT DIFFERENCES BETWEEN RURAL SCHOOLS AND URBAN/SUBURBAN SCHOOLS IN UTAH. WE WILL EXAMINE EQUITY OF RESOURCES INCLUDING FUNDING LEVELS, TEACHER TRAINING AND QUALITY, FACILITIES AND EQUIPMENT, AND AVAILABILITY OF ANCILLARY SERVICES SUCH AS STUDENT TRANSPORTATION. 9.TRANSPORTATION FUNDING PROJECT UTAH FOUNDATION WILL DISTRIBUTE AN EMBARGOED COPY OF ITS PROJECT ON TRANSPORTATION FUNDING TO THE UTAH TRANSIT AUTHORITY AND SALT LAKE CHAMBER, AND WILL PROBABLY PUBLISH IT IN EARLY JANUARY. THIS PROJECT HAS TAKEN A HOLISTIC LOOK AT FUNDING OPTIONS FOR FURTHER EXPANSION OF TRANSIT, HIGHWAYS, AND LOCAL ROADS ALONG THE WASATCH FRONT. ONE GOAL OF THE SPONSORING ORGANIZATIONS IS FURTHER ACCELERATION OF PROJECTS THAT ARE CURRENTLY ON A VERY LONG TIME HORIZON, SIMILAR TO THE EFFORTS MADE IN 2006 TO FUND AN ACCELERATION OF PROJECTS THAT WERE TO BE COMPLETED BY 2015. WE REVIEWED AND ASSESSED A WIDE RANGE OF FUNDING OPTIONS, WITH IDEAS DRAWN FROM OTHER JURISDICTIONS IN THE UNITED STATES AND ABROAD, AS WELL AS OPTIONS CRAFTED THROUGH OUR OWN CREATIVE EFFORTS. CURRENT PROJECTS: 10.UNITED WAY COMMUNITY ASSESSMENT UNITED WAY OF SALT LAKE HAS ASKED US TO PERFORM A COMMUNITY ASSESSMENT, A PROJECT WE HAVE DONE SEVERAL TIMES IN THE PAST. THIS PROJECT WILL IDENTIFY AND UPDATE THE LIST OF KEY INDICATORS OF OUR REGION'S WELL-BEING IN UWSL'S PRIORITY AREAS OF FOCUS: EDUCATION, HEALTH, INCOME, AND BASIC NEEDS. WE WILL PERFORM AN INITIAL UPDATE OF DATA ON THOSE KEY INDICATORS, CONDUCT FOCUS GROUPS WITH INDIVIDUALS IN POPULATIONS AND NEIGHBORHOODS THAT ARE MOST IMPACTED BY UWSL'S COMMUNITY IMPACT EFFORTS, AS WELL AS GROUPS WITH COMMUNITY ACTIVISTS, DATA EXPERTS, SERVICE PROVIDERS, AND OTHER INTERESTED PARTIES. THIS ASSESSMENT WILL PROVIDE A DEEPER ANALYSIS OF DATA ON THE PRIORITY AREAS, FOCUSING ON TRENDS, IMPACTS, AND IF POSSIBLE, PROJECTIONS OF FUTURE TRENDS, AS WELL AS EVALUATE CAUSES AND UNDERLYING ISSUES RELATED TO THE COMMUNITY CHALLENGES SHOWN IN OUR REVIEW OF KEY INDICATORS. 11.EDUCATION FUNDING CAPACITY PROJECTION EDUCATION FIRST HAS ASKED US TO PERFORM A QUICK STUDY ON THE LONG-TERM NEEDS FOR EDUCATION FUNDING COMPARED TO OTHER MAJOR GENERAL FUND SPENDING NEEDS, INCLUDING TRANSPORTATION, PRISONS, AND HEALTHCARE. THE PROJECT IS AN ANALYSIS OF THE STATE BUDGET, PROJECTING THE GROWTH IN REVENUES FOR THE REST OF THIS DECADE, EXAMINING THE GROWING EARMARK OF SALES TAXES FOR TRANSPORTATION, POTENTIAL GROWTH IN MEDICAID FUNDING RELATED TO THE AFFORDABLE CARE ACT, AND OTHER FACTORS THAT INFLUENCE THE FUNDING THAT WOULD BE AVAILABLE FOR EDUCATION. PART OF THE ANALYSIS IS ABOUT THE 66% GOAL ESTABLISHED BY PROSPERITY 2020 AND THE GOVERNOR'S EDUCATION EXCELLENCE COMMISSION, AND HOW THAT GOAL WILL CREATE GREATER PRESSURE FOR EDUCATION FUNDING. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER FEES FOR SERVICES | FORM 990, PART IX, LINE 11G | CONSULTING 59,116 0 0 |
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