UTAH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349301187
- Schema version
- 2011v1.2
- 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 | 2012-05-14T08:51:47-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAW MUMFORD & 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 | 2011-01-01 | 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 |
| Address Line2 | ROOM/SUITE 307 | AddressLine2 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 841012002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J KROES | Name |
| Title | PRESIDENT | Title |
| Phone | 8013551400 | Phone |
| Date Signed | 2012-05-08 | 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 | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 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 | 297991 | 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 | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 250915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 256345 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 106032 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40555 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 535 | InvestmentIncomePriorYear |
| Investment Income Current Year | 409 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 272 | OtherRevenuePriorYear |
| Other Revenue Current Year | 682 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 357754 | TotalRevenuePriorYear |
| Total Revenue Current Year | 297991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 260224 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 220012 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17376 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 97765 | OtherExpensePriorYear |
| Other Expenses Current Year | 63574 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 357989 | TotalExpensesPriorYear |
| Total Expenses Current Year | 283586 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -235 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14405 | RevenuesLessExpensesCY |
| Total Assets BOY | 100913 | TotalAssetsBOY |
| Total Assets EOY | 121997 | TotalAssetsEOY |
| Total Liabilities BOY | 5667 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12346 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 95246 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 109651 | 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 | 231694 | Expense |
| Revenue | 28275 | Revenue |
| Description | 1. TAX BURDEN UPDATE UTAH FOUNDATION UPDATED ITS REPORT ON UTAH'S TAX AND FEE BURDEN AND HOW IT COMPARES TO OTHER STATES. THIS REPORT EXAMINED UTAH'S TAX BURDEN USING COMPREHENSIVE FIGURES ON STATE AND LOCAL GOVERNMENT FINANCES FROM THE CENSUS BUREAU. THE DATA SHOWED UTAH'S TAX BURDEN REMAINED FAIRLY STABLE BETWEEN 1993 AND 2008, ALTHOUGH THE BURDEN PER 1,000 OF PERSONAL INCOME FELL BY ABOUT SIX DOLLARS FROM 2007 TO 2008. THE REPORT ALSO ESTIMATED UTAH'S DEMAND FOR THE STATE'S SIX-LARGEST GOVERNMENT-FUNDED SERVICES, REVEALING THAT UTAH'S DEMAND FOR K-12 AND HIGHER EDUCATION SERVICES IS WELL ABOVE THE NATIONAL AVERAGE. (CONTINUED ON SCHEDULE O) THE FACT THAT THE LARGEST PORTION OF UTAH'S STATE AND LOCAL GOVERNMENT EXPENDITURES IS FOR EDUCATION-RELATED SERVICES-SERVICES UTAH HAS THE HIGHEST DEMAND FOR IN THE COUNTRY-PUTS UTAH'S COMPARATIVELY HIGH TAX BURDEN IN PERSPECTIVE. 2. EDUCATION FUNDING EFFORT UPDATE UTAH FOUNDATION HAS PUBLISHED SEVERAL REPORTS ON UTAH'S FUNDING EFFORT IN THE PAST, EVEN COINING THE TERM "UTAH'S EDUCATION PARADOX," REFERRING TO THE FACT THAT THOUGH OUR PER PUPIL EXPENDITURE WAS CONSISTENTLY THE LOWEST IN THE COUNTRY, UTAH SPENT A HIGH PROPORTION OF PERSONAL INCOME ON K-12 PUBLIC EDUCATION. HOWEVER, THE PORTION OF PERSONAL INCOME SPENT ON EDUCATION HAS BEEN DECLINING OVER THE PAST TWO DECADES, AND UTAH'S RANKING HAS FALLEN FROM AMONG THE LEADERS IN EDUCATION FUNDING EFFORT TO RIGHT ABOUT THE NATIONAL AVERAGE. THIS REPORT FOUND THAT UTAH'S FUNDING EFFORT REBOUNDED IN 2008 AS A SIZABLE BUDGET SURPLUS WAS INVESTED IN K-12 EDUCATION. THE SUBSEQUENT RECESSION REDUCED THE FUNDING EFFORT, BUT UTAH'S RANKING HELD STEADY AS OTHER STATES ALSO REDUCED FUNDING. IN ADDITION, UTAH'S FUNDING EFFORT HAS FALLEN MOST AT THE STATE LEVEL, WITH A MODERATE DECLINE IN LOCAL TAX EFFORT. FEDERAL FUNDING HAS BEEN FAIRLY STABLE, EXCEPT FOR A RECENT BUMP FROM THE FEDERAL STIMULUS LEGISLATION. 3. REPORT ON THE FEDERAL DEFICIT DURING THE FEDERAL BUDGET CRISIS THIS SUMMER, MANY CONCERNED CITIZENS HAD IMPORTANT QUESTIONS REGARDING THE FEDERAL DEFICIT AND DEBT AND WANTED TO KNOW WHAT HAD CONTRIBUTED TO ITS GROWTH AND WHAT PROJECTIONS SHOW ABOUT THE FUTURE OF THE DEFICIT. UTAH FOUNDATION PROVIDED A REPORT THAT ANSWERED THESE QUESTIONS AND FOUND THAT THROUGHOUT ITS HISTORY, THE U.S. FEDERAL GOVERNMENT HAS OFTEN OPERATED UNDER A DEFICIT, AND HAS ALWAYS HELD A FEDERAL DEBT. FROM 1971 TO 1997, THE U.S. CONSISTENTLY OPERATED UNDER A DEFICIT, FLUCTUATING FROM 22 BILLION TO 221 BILLION. BETWEEN 1998 AND 2001, THE FEDERAL GOVERNMENT RAN SURPLUSES, EVEN REACHING 236 BILLION IN 2000. SINCE THEN, A DEFICIT HAS BEEN INCURRED EACH YEAR, REACHING AS HIGH AS 1.4 TRILLION IN 2009, OR 10% OF THE NATION'S GDP. THE INCREASE IN DEFICIT PENDING WAS CAUSED BY BOTH INCREASED OUTLAYS AND DECREASED RECEIPTS, WITH THE TWO BIGGEST CONTRIBUTORS BEING THE ECONOMIC DOWNTURN AND THE BUSH TAX CUTS. 4. TEACHER COMPENSATION SIMPLY COMPARING AVERAGE TEACHER SALARIES FOR ALL FULL-TIME TEACHERS ACROSS STATES CAN PROVIDE A MISLEADING PICTURE OF THE FINANCIAL INCENTIVES TEACHERS FACE FOR WORKING IN DIFFERENT STATES. MOST TEACHING SALARIES ARE BASED UPON A SALARY SCHEDULE THAT PAYS ACCORDING TO EXPERIENCE AND EDUCATION. IN THIS REPORT, UTAH FOUNDATION COMPARED SALARIES FOR TEACHERS WITH SIMILAR LEVELS OF EDUCATION AND EXPERIENCE, TO REDUCE THE VARIATION IN SALARY LEVELS DUE TO DEMOGRAPHIC DIFFERENCES. THE REPORT FOUND THAT UTAH TEACHERS PLACE NEAR THE MIDDLE OF THE MOUNTAIN STATES FOR MOST CATEGORIES OF EDUCATION AND EXPERIENCE. LIKE MOST STATES, UTAH HAS INCREASED BEGINNING TEACHER SALARIES IN THE LAST DECADE MORE SIGNIFICANTLY THAN SALARIES FOR VETERAN TEACHERS WITH ADVANCED DEGREES. HOWEVER, THESE INCREASES HAVE LAGGED BEHIND NATIONAL TRENDS AND MOST OTHER MOUNTAIN STATES. RECENTLY, STEVE KROES PRESENTED THE FINDINGS OF THIS REPORT AT THE INVITATION OF THE LEGISLATURE'S EDUCATION APPROPRIATIONS SUBCOMMITTEE. IT WAS WELL RECEIVED, AND THE COMMITTEE ASKED FOR SOME FOLLOW-UP DATA. 5. MEASURING QUALITY OF LIFE TO BETTER UNDERSTAND THE QUALITY OF LIFE IN UTAH, UTAH FOUNDATION COLLABORATED WITH INTERMOUNTAIN HEALTHCARE TO CREATE THE UTAH FOUNDATION QUALITY OF LIFE INDEX, A MEASURE THAT WILL BE UPDATED EVERY TWO YEARS TO TRACK HOW QUALITY OF LIFE CHANGES AND THE REASONS FOR THOSE CHANGES. THE QUALITY OF LIFE INDEX WAS CREATED BY SURVEYING UTAHNS ABOUT 20 FACTORS THAT INFLUENCE COMMUNITY QUALITY OF LIFE. QUALITY SCORES WERE CALCULATED FOR EACH FACTOR AND AN OVERALL INDEX, WITH A POSSIBLE 100 POINTS. USING THIS METHODOLOGY, THE FIRST BIENNIAL UTAH FOUNDATION QUALITY OF LIFE INDEX STANDS AT 77.2 FOR 2011. ON OCTOBER 12TH, WE HELD A BREAKFAST DISCUSSION ON QUALITY OF LIFE ISSUES, WHICH WAS ATTENDED BY ABOUT 100 PEOPLE, GENERATED THOUGHTFUL DIALOGUE, AND GARNERED ADDITIONAL MEDIA ATTENTION FOR THE RESEARCH. 6. UTAH'S DELEGATE SYSTEM THE OUSTING OF SENATOR BENNETT FROM THE STATE CONVENTION HIGHLIGHTED THE DIFFERENCES BETWEEN PARTY DELEGATES AND THE POPULATION AT-LARGE. IT ALSO HAS MADE THE CONVENTION THE CENTER OF DEBATE AND POSSIBLE REFORM OVER THE LAST YEAR. THIS MADE OUR REPORT ON UTAH'S SYSTEM OF NOMINATING CANDIDATES EXTREMELY TIMELY. THIS REPORT INCLUDED A SUMMARY OF THE HISTORY OF UTAH'S CANDIDATE SELECTION SYSTEMS, COMPARED OUR SYSTEM TO OTHER STATES, AND MODELED HOW DIFFERENT SYSTEMS COULD GIVE MORE POWER TO VOTERS, AND PERHAPS EVEN CHANGE OUTCOMES. WE FOUND THAT UTAH IS ONE OF ONLY SEVEN STATES THAT STILL USES A CONVENTION, AND THE ONLY ONE THAT ALLOWS POLITICAL PARTIES TO PRECLUDE A PRIMARY ELECTION FOR MAJOR OFFICES IF CANDIDATES RECEIVE ENOUGH DELEGATE VOTES. IF UTAH'S CONVENTION SYSTEM ALLOWED ALL CANDIDATES WHO RECEIVE AT LEAST 20% OF DELEGATE VOTES TO PROCEED TO THE PRIMARY ELECTION, AT LEAST FIVE MORE PRIMARY ELECTIONS WOULD HAVE TAKEN PLACE SINCE 2002. IN ADDITION, FOUR PRIMARIES WOULD HAVE HAD MORE THAN TWO CANDIDATES. WE ARE HOLDING A LUNCHEON ON THIS TOPIC ON DECEMBER 16TH, WITH PRESENTERS INCLUDING THE REPUBLICAN AND DEMOCRATIC STATE CHAIRS AND THE DIRECTOR OF THE HINCKLEY INSTITUTE OF POLITICS. CURRENT PROJECTS: 7. ENERGY INITIATIVE EARLIER THIS YEAR, THE BOARD DECIDED THAT UTAH FOUNDATION WOULD CONDUCT RESEARCH ON THE ECONOMICS OF RENEWABLE ENERGY. UTAH FOUNDATION WILL ANALYZE THE COSTS AND BENEFITS OF RENEWABLE ENERGY BY ASSESSING THE FINANCIAL COSTS OF BUILDING THE DIFFERENT TYPES OF RENEWABLE ENERGY PROJECTS, ASSESSING 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. UTAH FOUNDATION WILL ALSO PERFORM A LITERATURE REVIEW TO UNDERSTAND WHAT TYPES OF RENEWABLE PROJECTS AND ENERGY ARE USED IN OTHER STATES, AND WHAT THE COSTS AND BENEFITS HAVE BEEN. THIS PROJECT HAS BEEN UNDERWAY SINCE MID-SUMMER, AND OUR FORMER STAFF RESEARCHER, DAVID NEWELL IS CONDUCTING THE RESEARCH ON CONTRACT. DAVID HAS FINISHED A FIRST DRAFT OF THE REPORT, WHICH HAS BEEN REVIEWED BY SEVERAL MEMBERS OF THE BOARD AND AN OUTSIDE READER IN THE RENEWABLE ENERGY INDUSTRY. HE IS CURRENTLY REVISING THE DRAFT AND INCORPORATING THEIR FEEDBACK. 8. EVALUATION OF RAISING STUDENT ACHIEVEMENT RECOMMENDATIONS LAST YEAR, OUR STUDY ON SCHOOL TESTING RESULTS REVEALED THAT UTAH IS UNDERPERFORMING COMPARED TO STATES WITH SIMILAR DEMOGRAPHICS. A BYU EDUCATION PROFESSOR AND PHD STUDENT HAVE VOLUNTEERED THEIR TIME TO RESEARCH POLICIES THESE PEER STATES HAVE IMPLEMENTED TO IMPROVE STUDENT PERFORMANCE. STATISTICS HAVE BEEN GATHERED, AND A QUESTIONNAIRE IS NOW BEING DEVELOPED, ALONG WITH A LIST OF TARGETED EDUCATION OFFICIALS IN THOSE STATES, TO COMPILE DESCRIPTIVE INFORMATION ABOUT THEIR EDUCATION SYSTEMS. THIS PROJECT IS PROCEEDING SLOWER THAN WE ANTICIPATED, AND WE NOW EXPECT TO PUBLISH EARLY IN 2012. | Description |
| Total Program Service Expense | 231694 | 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 | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | 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 | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | 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 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 (38 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 | |
| THOMAS RICH | ||||||
| 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 | ||||||
| VICE CHAIR | 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 | ||||||
| CHAIRMAN | 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 | |
| JENIFER CANNADAY | ||||||
| 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 | |
| KIM WIRTHLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK BOUCHARD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN J KROES | ||||||
| PRESIDENT | 40.00 | 129297 | 0 | 15862 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 129297 | TotalReportableCompFromOrg |
| Total Other Compensation | 15862 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 256345 | AllOtherContributions |
| Total Contributions | 256345 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| CONSULTING INCOME | 28275 | 28275 |
| PROGRAM EVENT | 12280 | 12280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40555 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 409 | TotalRevenueColumn |
| Exclusion | $409 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 682 | TotalRevenueColumn |
| Related Or Exempt Function Income | 682 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 682 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 297991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41237 | RelatedOrExemptFunctionIncome |
| Exclusion | $409 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145159 | Total |
| Program Services | 119022 | ProgramServices |
| Management And General | 16093 | ManagementAndGeneral |
| Fundraising | 10044 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52722 | Total |
| Program Services | 43048 | ProgramServices |
| Management And General | 5897 | ManagementAndGeneral |
| Fundraising | 3777 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9914 | Total |
| Program Services | 8406 | ProgramServices |
| Management And General | 1020 | ManagementAndGeneral |
| Fundraising | 488 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12217 | Total |
| Program Services | 10061 | ProgramServices |
| Management And General | 1299 | ManagementAndGeneral |
| Fundraising | 857 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5612 | Total |
| Management And General | 5612 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12051 | Total |
| Program Services | 12051 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13467 | Total |
| Program Services | 11479 | ProgramServices |
| Management And General | 1127 | ManagementAndGeneral |
| Fundraising | 861 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16103 | Total |
| Program Services | 13214 | ProgramServices |
| Management And General | 1779 | ManagementAndGeneral |
| Fundraising | 1110 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3426 | Total |
| Program Services | 2120 | ProgramServices |
| Management And General | 1306 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832 | Total |
| Program Services | 683 | ProgramServices |
| Management And General | 92 | ManagementAndGeneral |
| Fundraising | 57 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | 8781 | 8781 | ||
| MISCELLANEOUS | 2638 | 2165 | 291 | 182 |
| LIBRARY | 664 | 664 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283586 | Total |
| Program Services | 231694 | ProgramServices |
| Management And General | 34516 | ManagementAndGeneral |
| Fundraising | 17376 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35628 | BOY |
| EOY | 18364 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55022 | BOY |
| EOY | 95192 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7530 | BOY |
| EOY | 500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 45103 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42465 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880 | BOY |
| EOY | 2638 | 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 | 100913 | BOY |
| EOY | 121997 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5667 | BOY |
| EOY | 12346 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5667 | BOY |
| EOY | 12346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95246 | BOY |
| EOY | 104151 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95246 | BOY |
| EOY | 109651 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100913 | BOY |
| EOY | 121997 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 14405 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 291443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 303229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 205725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 256345 | CurrentTaxYear |
| Total | 1307657 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27570 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106304 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41237 | CurrentTaxYear |
| Total | 213788 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 319960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 313389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 233295 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 357219 | CurrentTaxYearMinus1Year |
| Current Tax Year | 297582 | CurrentTaxYear |
| Total | 1521445 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145200 | CurrentTaxYear |
| Total | 788300 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 5000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 15000 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 195200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150200 | CurrentTaxYear |
| Total | 803300 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 718145 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 409 | CurrentTaxYear |
| Total | 5692 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 409 | CurrentTaxYear |
| Total | 5692 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 321677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 315625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 234095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 357749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 297991 | CurrentTaxYear |
| Total | 1527137 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.47030 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.44700 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45103 | OtherCostOrOtherBasis |
| Depreciation | 42465 | Depreciation |
| Book Value | 2638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2638 | TotalOfBookValueLandBuildings |
| Total Revenue | 297991 | TotalRevenue |
| Total Expenses | 283586 | TotalExpenses |
| Excess Or Deficit For Year | 14405 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 14405 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 297991 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 297991 | RevenueSubtotal |
| Total Revenue Per Form990 | 297991 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 283586 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 283586 | ExpensesSubtotal |
| Total Expenses Per Form990 | 283586 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 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 | THE FACT THAT THE LARGEST PORTION OF UTAH'S STATE AND LOCAL GOVERNMENT EXPENDITURES IS FOR EDUCATION-RELATED SERVICES-SERVICES UTAH HAS THE HIGHEST DEMAND FOR IN THE COUNTRY-PUTS UTAH'S COMPARATIVELY HIGH TAX BURDEN IN PERSPECTIVE. 2. EDUCATION FUNDING EFFORT UPDATE UTAH FOUNDATION HAS PUBLISHED SEVERAL REPORTS ON UTAH'S FUNDING EFFORT IN THE PAST, EVEN COINING THE TERM "UTAH'S EDUCATION PARADOX," REFERRING TO THE FACT THAT THOUGH OUR PER PUPIL EXPENDITURE WAS CONSISTENTLY THE LOWEST IN THE COUNTRY, UTAH SPENT A HIGH PROPORTION OF PERSONAL INCOME ON K-12 PUBLIC EDUCATION. HOWEVER, THE PORTION OF PERSONAL INCOME SPENT ON EDUCATION HAS BEEN DECLINING OVER THE PAST TWO DECADES, AND UTAH'S RANKING HAS FALLEN FROM AMONG THE LEADERS IN EDUCATION FUNDING EFFORT TO RIGHT ABOUT THE NATIONAL AVERAGE. THIS REPORT FOUND THAT UTAH'S FUNDING EFFORT REBOUNDED IN 2008 AS A SIZABLE BUDGET SURPLUS WAS INVESTED IN K-12 EDUCATION. THE SUBSEQUENT RECESSION REDUCED THE FUNDING EFFORT, BUT UTAH'S RANKING HELD STEADY AS OTHER STATES ALSO REDUCED FUNDING. IN ADDITION, UTAH'S FUNDING EFFORT HAS FALLEN MOST AT THE STATE LEVEL, WITH A MODERATE DECLINE IN LOCAL TAX EFFORT. FEDERAL FUNDING HAS BEEN FAIRLY STABLE, EXCEPT FOR A RECENT BUMP FROM THE FEDERAL STIMULUS LEGISLATION. 3. REPORT ON THE FEDERAL DEFICIT DURING THE FEDERAL BUDGET CRISIS THIS SUMMER, MANY CONCERNED CITIZENS HAD IMPORTANT QUESTIONS REGARDING THE FEDERAL DEFICIT AND DEBT AND WANTED TO KNOW WHAT HAD CONTRIBUTED TO ITS GROWTH AND WHAT PROJECTIONS SHOW ABOUT THE FUTURE OF THE DEFICIT. UTAH FOUNDATION PROVIDED A REPORT THAT ANSWERED THESE QUESTIONS AND FOUND THAT THROUGHOUT ITS HISTORY, THE U.S. FEDERAL GOVERNMENT HAS OFTEN OPERATED UNDER A DEFICIT, AND HAS ALWAYS HELD A FEDERAL DEBT. FROM 1971 TO 1997, THE U.S. CONSISTENTLY OPERATED UNDER A DEFICIT, FLUCTUATING FROM 22 BILLION TO 221 BILLION. BETWEEN 1998 AND 2001, THE FEDERAL GOVERNMENT RAN SURPLUSES, EVEN REACHING 236 BILLION IN 2000. SINCE THEN, A DEFICIT HAS BEEN INCURRED EACH YEAR, REACHING AS HIGH AS 1.4 TRILLION IN 2009, OR 10% OF THE NATION'S GDP. THE INCREASE IN DEFICIT PENDING WAS CAUSED BY BOTH INCREASED OUTLAYS AND DECREASED RECEIPTS, WITH THE TWO BIGGEST CONTRIBUTORS BEING THE ECONOMIC DOWNTURN AND THE BUSH TAX CUTS. 4. TEACHER COMPENSATION SIMPLY COMPARING AVERAGE TEACHER SALARIES FOR ALL FULL-TIME TEACHERS ACROSS STATES CAN PROVIDE A MISLEADING PICTURE OF THE FINANCIAL INCENTIVES TEACHERS FACE FOR WORKING IN DIFFERENT STATES. MOST TEACHING SALARIES ARE BASED UPON A SALARY SCHEDULE THAT PAYS ACCORDING TO EXPERIENCE AND EDUCATION. IN THIS REPORT, UTAH FOUNDATION COMPARED SALARIES FOR TEACHERS WITH SIMILAR LEVELS OF EDUCATION AND EXPERIENCE, TO REDUCE THE VARIATION IN SALARY LEVELS DUE TO DEMOGRAPHIC DIFFERENCES. THE REPORT FOUND THAT UTAH TEACHERS PLACE NEAR THE MIDDLE OF THE MOUNTAIN STATES FOR MOST CATEGORIES OF EDUCATION AND EXPERIENCE. LIKE MOST STATES, UTAH HAS INCREASED BEGINNING TEACHER SALARIES IN THE LAST DECADE MORE SIGNIFICANTLY THAN SALARIES FOR VETERAN TEACHERS WITH ADVANCED DEGREES. HOWEVER, THESE INCREASES HAVE LAGGED BEHIND NATIONAL TRENDS AND MOST OTHER MOUNTAIN STATES. RECENTLY, STEVE KROES PRESENTED THE FINDINGS OF THIS REPORT AT THE INVITATION OF THE LEGISLATURE'S EDUCATION APPROPRIATIONS SUBCOMMITTEE. IT WAS WELL RECEIVED, AND THE COMMITTEE ASKED FOR SOME FOLLOW-UP DATA. 5. MEASURING QUALITY OF LIFE TO BETTER UNDERSTAND THE QUALITY OF LIFE IN UTAH, UTAH FOUNDATION COLLABORATED WITH INTERMOUNTAIN HEALTHCARE TO CREATE THE UTAH FOUNDATION QUALITY OF LIFE INDEX, A MEASURE THAT WILL BE UPDATED EVERY TWO YEARS TO TRACK HOW QUALITY OF LIFE CHANGES AND THE REASONS FOR THOSE CHANGES. THE QUALITY OF LIFE INDEX WAS CREATED BY SURVEYING UTAHNS ABOUT 20 FACTORS THAT INFLUENCE COMMUNITY QUALITY OF LIFE. QUALITY SCORES WERE CALCULATED FOR EACH FACTOR AND AN OVERALL INDEX, WITH A POSSIBLE 100 POINTS. USING THIS METHODOLOGY, THE FIRST BIENNIAL UTAH FOUNDATION QUALITY OF LIFE INDEX STANDS AT 77.2 FOR 2011. ON OCTOBER 12TH, WE HELD A BREAKFAST DISCUSSION ON QUALITY OF LIFE ISSUES, WHICH WAS ATTENDED BY ABOUT 100 PEOPLE, GENERATED THOUGHTFUL DIALOGUE, AND GARNERED ADDITIONAL MEDIA ATTENTION FOR THE RESEARCH. 6. UTAH'S DELEGATE SYSTEM THE OUSTING OF SENATOR BENNETT FROM THE STATE CONVENTION HIGHLIGHTED THE DIFFERENCES BETWEEN PARTY DELEGATES AND THE POPULATION AT-LARGE. IT ALSO HAS MADE THE CONVENTION THE CENTER OF DEBATE AND POSSIBLE REFORM OVER THE LAST YEAR. THIS MADE OUR REPORT ON UTAH'S SYSTEM OF NOMINATING CANDIDATES EXTREMELY TIMELY. THIS REPORT INCLUDED A SUMMARY OF THE HISTORY OF UTAH'S CANDIDATE SELECTION SYSTEMS, COMPARED OUR SYSTEM TO OTHER STATES, AND MODELED HOW DIFFERENT SYSTEMS COULD GIVE MORE POWER TO VOTERS, AND PERHAPS EVEN CHANGE OUTCOMES. WE FOUND THAT UTAH IS ONE OF ONLY SEVEN STATES THAT STILL USES A CONVENTION, AND THE ONLY ONE THAT ALLOWS POLITICAL PARTIES TO PRECLUDE A PRIMARY ELECTION FOR MAJOR OFFICES IF CANDIDATES RECEIVE ENOUGH DELEGATE VOTES. IF UTAH'S CONVENTION SYSTEM ALLOWED ALL CANDIDATES WHO RECEIVE AT LEAST 20% OF DELEGATE VOTES TO PROCEED TO THE PRIMARY ELECTION, AT LEAST FIVE MORE PRIMARY ELECTIONS WOULD HAVE TAKEN PLACE SINCE 2002. IN ADDITION, FOUR PRIMARIES WOULD HAVE HAD MORE THAN TWO CANDIDATES. WE ARE HOLDING A LUNCHEON ON THIS TOPIC ON DECEMBER 16TH, WITH PRESENTERS INCLUDING THE REPUBLICAN AND DEMOCRATIC STATE CHAIRS AND THE DIRECTOR OF THE HINCKLEY INSTITUTE OF POLITICS. CURRENT PROJECTS: 7. ENERGY INITIATIVE EARLIER THIS YEAR, THE BOARD DECIDED THAT UTAH FOUNDATION WOULD CONDUCT RESEARCH ON THE ECONOMICS OF RENEWABLE ENERGY. UTAH FOUNDATION WILL ANALYZE THE COSTS AND BENEFITS OF RENEWABLE ENERGY BY ASSESSING THE FINANCIAL COSTS OF BUILDING THE DIFFERENT TYPES OF RENEWABLE ENERGY PROJECTS, ASSESSING 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. UTAH FOUNDATION WILL ALSO PERFORM A LITERATURE REVIEW TO UNDERSTAND WHAT TYPES OF RENEWABLE PROJECTS AND ENERGY ARE USED IN OTHER STATES, AND WHAT THE COSTS AND BENEFITS HAVE BEEN. THIS PROJECT HAS BEEN UNDERWAY SINCE MID-SUMMER, AND OUR FORMER STAFF RESEARCHER, DAVID NEWELL IS CONDUCTING THE RESEARCH ON CONTRACT. DAVID HAS FINISHED A FIRST DRAFT OF THE REPORT, WHICH HAS BEEN REVIEWED BY SEVERAL MEMBERS OF THE BOARD AND AN OUTSIDE READER IN THE RENEWABLE ENERGY INDUSTRY. HE IS CURRENTLY REVISING THE DRAFT AND INCORPORATING THEIR FEEDBACK. 8. EVALUATION OF RAISING STUDENT ACHIEVEMENT RECOMMENDATIONS LAST YEAR, OUR STUDY ON SCHOOL TESTING RESULTS REVEALED THAT UTAH IS UNDERPERFORMING COMPARED TO STATES WITH SIMILAR DEMOGRAPHICS. A BYU EDUCATION PROFESSOR AND PHD STUDENT HAVE VOLUNTEERED THEIR TIME TO RESEARCH POLICIES THESE PEER STATES HAVE IMPLEMENTED TO IMPROVE STUDENT PERFORMANCE. STATISTICS HAVE BEEN GATHERED, AND A QUESTIONNAIRE IS NOW BEING DEVELOPED, ALONG WITH A LIST OF TARGETED EDUCATION OFFICIALS IN THOSE STATES, TO COMPILE DESCRIPTIVE INFORMATION ABOUT THEIR EDUCATION SYSTEMS. THIS PROJECT IS PROCEEDING SLOWER THAN WE ANTICIPATED, AND WE NOW EXPECT TO PUBLISH EARLY IN 2012. |
| 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. |
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