UTAH FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UTAH FOUNDATION (EIN 87-0199245)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-14
- IRS object ID
- 201111659349300521
- Schema version
- 2010v3.2
- 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 | 2011-06-14T12:10:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 307 | AddressLine2 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J KROES | Name |
| Title | PRESIDENT | Title |
| Phone | 8013551400 | Phone |
| Date Signed | 2011-05-11 | 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 | 2011-06-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 357811 | 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 | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 205725 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 250915 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27570 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 106032 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 800 | InvestmentIncomePriorYear |
| Investment Income Current Year | 535 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 272 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 234095 | TotalRevenuePriorYear |
| Total Revenue Current Year | 357754 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 221305 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 260224 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 24761 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 50516 | OtherExpensePriorYear |
| Other Expenses Current Year | 97765 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 271821 | TotalExpensesPriorYear |
| Total Expenses Current Year | 357989 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -37726 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -235 | RevenuesLessExpensesCY |
| Total Assets BOY | 100258 | TotalAssetsBOY |
| Total Assets EOY | 100913 | TotalAssetsEOY |
| Total Liabilities BOY | 4777 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5667 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 95481 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95246 | 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 | 294199 | Expense |
| Revenue | 106032 | Revenue |
| Description | THE ORGANIZATION WORKED ON THE FOLLOWING PROJECTS DURING 2010. ECONOMIC REPORT TO THE GOVERNOR 2010 EACH YEAR, UTAH FOUNDATION WRITES A CHAPTER ON REGIONAL AND NATIONAL ECONOMIC COMPARISONS FOR THE ECONOMIC REPORT TO THE GOVERNOR. THIS CHAPTER COMPARES UTAH WITH OTHER STATES IN AREAS SUCH AS POPULATION GROWTH, WAGES, HOUSEHOLD INCOME, EMPLOYMENT AND UNEMPLOYMENT, AND POVERTY RATES. THE CURRENT DATA SHOW AN ECONOMY THAT HAS CONTINUED TO SLOW, BUT ALSO ONE WHERE UTAH FARES MUCH BETTER THAN THE REST OF THE NATION WITH LOW POVERTY RATES, COMPARATIVELY LOW UNEMPLOYMENT RATES, AND MEDIAN HOUSEHOLD AND FAMILY INCOME LEVELS WHICH RANK ABOVE THE NATIONAL AVERAGE. PREPARING UTAH'S WORKFORCE FOR 21ST CENTURY JOBS THIS PROJECT EVALUATES THE TOP 25 FIVE-STAR JOBS IN THE STATE. FIVE-STAR JOBS HAVE THE STRONGEST EMPLOYMENT OUTLOOK AND HIGHEST WAGES OF ALL THE JOBS INCLUDED IN WORKFORCE SERVICE'S OCCUPATIONAL PROJECTIONS. THIS REPORT PROVIDES SOME SUMMARY STATISTICS ABOUT FIVE-STAR JOBS AND DESCRIBES THE METHODOLOGY USED TO SELECT THE TOP 25 JOBS. IT ALSO PROVIDES DETAILS ABOUT EACH JOB AND INCLUDES AN EXPLORATION OF THE TYPES OF DEGREE, TRAINING, OR UTAH-SPECIFIC LICENSES REQUIRED FOR THESE JOBS. FINALLY, IT EXAMINES HOW WELL UTAH IS PROVIDING THESE EDUCATIONAL AND TRAINING OPPORTUNITIES BY PRESENTING SHORT-TERM TRENDS OF THE NUMBER OF DEGREES ATTAINED IN UTAH THAT ARE NECESSARY FOR EACH JOB. THE 2010 UTAH PRIORITIES SURVEY: THE TOP ISSUES AND CONCERNS OF UTAH VOTERS FOR THE 2010 ELECTION THROUGHOUT THIS ELECTION YEAR, UTAH FOUNDATION WORKED TO PROVIDE INFORMATION, ANALYSIS, AND PUBLIC DIALOGUE ON THE ISSUES THAT MATTER MOST TO UTAH VOTERS. AS THE INTRODUCTION TO THE 2010 UTAH PRIORITIES PROJECT, THIS REPORT PROVIDED A SUMMARY OF THE FINDINGS OF A STATEWIDE DAN JONES AND ASSOCIATES SURVEY ASSESSING WHICH ISSUES ARE MOST IMPORTANT THIS YEAR AND HOW VOTERS FEEL ABOUT UTAH'S ECONOMY, SOCIETY, AND POLITICS. SURVEY RESULTS SHOW THAT VOTERS' CONCERNS ABOUT SOME ISSUES, LIKE ENERGY AND TRANSPORTATION, HAVE EASED SINCE 2008. HOWEVER, OTHER ISSUES ARE NOW OF GREATER CONCERN, INCLUDING THE ETHICS OF ELECTED OFFICIALS, STATES' RIGHTS VS. THE FEDERAL GOVERNMENT, AND FEDERAL LANDS IN UTAH. THE 2010 UTAH PRIORITIES SURVEY OF PARTY DELEGATES AND VOTERS AS PART OF THE 2010 UTAH PRIORITIES PROJECT, UTAH FOUNDATION, KSL TELEVISION AND RADIO, DESERET NEWS, AND THE HINCKLEY INSTITUTE SPONSORED A GROUND-BREAKING SURVEY OF UTAH VOTERS AND DELEGATES TO THE MAJOR PARTY CONVENTIONS. THE SURVEY SHOWS DISTINCT DIFFERENCES BETWEEN PARTY DELEGATES AND VOTERS, WITH DELEGATES USUALLY TAKING MORE ZEALOUS POSITIONS THAN THEIR PARTY'S VOTERS. THE STRONGEST DISTINCTIONS ARE, AS EXPECTED, BETWEEN THE TWO MAJOR PARTIES. THE SURVEY ALSO PROVIDED INSIGHT ON REPUBLICAN DELEGATES' OPINIONS IN THE U.S. SENATE RACE. AMONG THE FINDINGS IN THIS SURVEY ARE THAT VOTERS' PRIORITIES FOR ACTION ARE FOCUSED AROUND EDUCATION, THE ECONOMY, CRIME, ELECTED OFFICIALS' ETHICS, STATES' RIGHTS, WATER SUPPLY, AND DECREASING STATE SPENDING; THE PRIORITIES OF REPUBLICAN STATE CONVENTION DELEGATES ARE ABOUT LIMITING GOVERNMENT POWER, IMPROVING THE ECONOMY, AND PREVENTING ILLEGAL IMMIGRATION; AND THE PRIORITIES OF DEMOCRATIC DELEGATES ARE ABOUT HUMAN SERVICES, ELECTED OFFICIALS' ETHICS, AND PROTECTING THE ENVIRONMENT. UNITED WAY OF SALT LAKE'S PRIORITY AREA AND CAPACITY ASSESSMENT THE PURPOSE OF THIS ASSESSMENT WAS TO PRIORITIZE THE SPECIFIC NEEDS, OBJECTIVES, AND STRATEGIES ON WHICH UWSL WILL FOCUS ITS COMMUNITY IMPACT WORK. UWSL CONTRACTED WITH UTAH FOUNDATION TO CONDUCT THIS ASSESSMENT, WHICH WAS YEAR-LONG PROJECT INVOLVING FOCUS GROUPS, SURVEYS, DATA COLLECTION, RESEARCH, AND ANALYSIS. THE PROJECT WRAPPED UP AT THE END OF APRIL, WITH UWSL FINALIZING THEIR PROPOSAL IN MAY AND JUNE. BASED ON THE ANALYSIS, UWSL HAS DECIDED ON THE FOLLOWING PRIORITY FRAMEWORK: 1) BUILD A STRONG FOUNDATION OF EARLY LEARNING FROM BIRTH TO AGE 8 BY FOCUSING ON EARLY LEARNING OPPORTUNITIES AND HIGH LEVELS OF STUDENT ACHIEVEMENT. 2) HELP PEOPLE GAIN THE INCOME AND FINANCIAL TOOLS TO HELP THEM THRIVE BY FOCUSING ON EDUCATION AND SKILL DEVELOPMENT AS WELL AS FINANCIAL LITERACY AND SAVINGS. 3) IMPROVE CHILD HEALTH AND PROMOTE HEALTHY BEHAVIORS BY FOCUSING ON REDUCING OBESITY AND INCREASING ENROLLMENT IN HEALTH CARE COVERAGE. HAS AMERICA'S CONSUMER SPENDING BUBBLE POPPED? BEGINNING IN THE EARLY 1980S, CONSUMPTION AS A PERCENT OF GDP STEADILY INCREASED UNTIL IT REACHED 70.4% IN 2008. SEVERAL ECONOMISTS ARGUED THAT BECAUSE THESE HIGH LEVELS OF CONSUMPTION WERE FUELED BY ASSET APPRECIATION AND THE ABILITY OF HOMEOWNERS TO TAKE OUT HOME EQUITY LOANS IT CREATED AN UNSUSTAINABLE CONSUMPTION BUBBLE. HOWEVER, RECENT DATA FROM BEA SHOW THAT EVEN WITH THE RECESSION, CONSUMPTION AS A PERCENT OF GDP REMAINS HIGH. TO BETTER UNDERSTAND WHY CONSUMPTION IS STILL SUCH LARGE PERCENT OF GDP, THIS REPORT LOOKS AT THE MAJOR COMPONENTS OF GDP AND EVALUATES HOW EACH OF THESE COMPONENTS HAVE CHANGED DURING THE RECESSION. SPENDING YOUR TAX DOLLARS: AN UPDATE ON STATE SPENDING TRENDS THIS REPORT ANALYZES STATE EXPENDITURES SINCE THE RECESSION IN SEVEN CATEGORIES: PUBLIC EDUCATION, HIGHER EDUCATION, OTHER OPERATIONS, HEALTH AND HUMAN SERVICES, TRANSPORTATION, LAW AND ORDER, AND CAPITAL AND DEBT SERVICE. CHANGES IN EACH CATEGORY ARE ANALYZED BY CALCULATING A RATIO OF GOVERNMENT SPENDING PER 1,000 OF PERSONAL INCOME, WHICH ROUGHLY ILLUSTRATES THE PROPORTION OF UTAHNS' EARNINGS THAT ARE DEDICATED TO FUNDING STATE GOVERNMENT. THE REPORT SHOWS THE DECLINING STATE ECONOMY HAS NOT RESULTED IN ACROSS-THE-BOARD CUTS IN UTAH'S PUBLIC SERVICES, AS THE PROPORTION OF PERSONAL INCOME DEDICATED TO CERTAIN CATEGORIES AND DEPARTMENTS, SUCH AS WORKFORCE SERVICES AND THE LABOR COMMISSION, ACTUALLY INCREASED DURING THIS PERIOD. BEST PRACTICES AND STRATEGIES TO INFLUENCE CHANGE IN PRIORITY AREA OBJECTIVES TO ASSIST UNITED WAY OF SALT LAKE (UWSL) DEVELOP INITIATIVES FOR ITS NEW PRIORITY FRAMEWORK, THIS REPORT DESCRIBES THE BEST PRACTICES, STRATEGIES, AND MODELS RELATING TO UWSL'S SIX PRIORITY AREAS (EARLY LEARNING OPPORTUNITIES, WORKFORCE DEVELOPMENT, FINANCIAL LITERACY, HEALTHY BEHAVIORS, HEALTH COVERAGE, AND HEALTHCARE ACCESS). LOCAL, STATE, AND NATIONAL EXAMPLES OF SUCCESSFUL PROGRAMS AND INITIATIVES ARE ALSO DESCRIBED. THE PURPOSE OF THE REPORT IS TO PROVIDE UWSL WITH A DEPTH OF INFORMATION IT CAN REFERENCE AS IT ACCEPTS PROGRAM PROPOSALS AND DEVELOPS INITIATIVES. HIGH-SPEED RAIL AROUND THE WORLD: A SURVEY AND COMPARISON OF EXISTING SYSTEMS IN 2010, THE WESTERN HIGH-SPEED RAIL ALLIANCE, A GROUP OF METROPOLITAN PLANNING ORGANIZATIONS FROM COLORADO, UTAH, NEVADA, AND ARIZONA, CONTRACTED WITH THE UTAH FOUNDATION TO UNDERTAKE A BACKGROUND STUDY OF HIGH-SPEED RAIL (HSR) SYSTEMS WORLDWIDE TO ASSIST THE ALLIANCE AS IT BEGINS TO ASSESS THE FEASIBILITY OF IMPLEMENTING A HSR SYSTEM IN THE REGION. THE REPORT REVEALS A NUMBER OF FEATURES AND CHARACTERISTICS COMMON OF HSR SYSTEMS AND THEIR ENVIRONMENTS. FIRST, MOST COUNTRIES WITH HSR SYSTEMS ARE ECONOMICALLY WELL-DEVELOPED, GEOGRAPHICALLY SMALL, AND DENSELY POPULATED. SECOND, MOST COUNTRIES WITH HSR SYSTEMS HAVE GOVERNMENTS THAT ARE RELATIVELY CENTRALIZED AND CULTURES THAT ARE LESS INDIVIDUALISTIC. MOVING UP THE ECONOMIC LADDER: AN ANALYSIS OF ECONOMIC MOBILITY IN UTAH THIS STUDY USES TAX RETURNS FROM UTAH HOUSEHOLDS IN 1994 AND 2007 TO DOCUMENT THE ABILITY OF UTAHNS TO MOVE UP THE ECONOMIC LADDER BY INCREASING THEIR INCOMES OVER TIME. RESULTS SHOW ALMOST ONE-THIRD OF UTAH TAXPAYERS ARE "UPWARDLY MOBILE," OR HAVE BOTH HIGHER INCOME AND MOVED UP ONE OR MORE INCOME QUINTILES BETWEEN 1994 AND 2007. HOWEVER, A SLIGHTLY LARGER PERCENT OF TAXPAYERS ARE SIMPLY "RIDING THE TIDE," MEANING THEY HAVE HIGHER INCOMES, BUT THE INCREASE WAS NOT ENOUGH TO MOVE THEM INTO THE NEXT INCOME QUINTILE. INTERESTINGLY, 14% OF TAXPAYERS ARE "FALLING DESPITE THE TIDE," MEANING THAT DESPITE THEIR INCOME INCREASING, THEIR RELATIVE ECONOMIC STANDING FELL. ONE-FIFTH OF UTAH TAXPAYERS ARE "DOWNWARDLY MOBILE," MEANING THEY LOST INCOME DURING THIS PERIOD. UTAH FOUNDATION HOSTED A "POLICY LUNCHBOX" WHERE THE FINDINGS FROM THIS REPORT WERE PRESENTED AND DISCUSSED WITH LOCAL POLICY LEADERS AND COMMUNITY MEMBERS. THE FINDINGS WERE ALSO PRESENTED TO TWO LEGISLATIVE COMMITTEES DURING FALL INTERIM MEETINGS. THE 2010 UTAH PRIORITIES FALL SURVEY: VOTERS' PREFERENCES FOR CANDIDATES AND POLICY SOLUTIONS THE PURPOSE OF THIS UTAH PRIORITIES SURVEY IS TO DELVE DEEPER ON FIVE CRITICAL POLICY ISSUES TO BETTER UNDERSTAND VOTERS' PREFERENCES SURROUNDING THE MOST OFTEN DISCUSSED SOLUTIONS. VOTERS WERE SURVEYED ABOUT K-12 EDUCATION, ECONOMY AND JOBS, IMMIGRATION, GOVERNMENT SPENDING, AND STATES' RIGHTS. THE SURVEY ALSO ASKED VOTERS ABOUT WHOM THEY PLAN TO VOTE FOR IN THE NOVEMBER ELECTIONS. IN ADDITION TO THIS SURVEY WORK, UTAH FOUNDATION PARTNERED WITH THE HINCKLEY INSTITUTE OF POLITICS AT THE UNIVERSITY OF UTAH TO HOLD POLICY FORUMS IN SEPTEMBER AND OCTOBER. UTAH LEGISLATORS AND POLICY EXP | Description |
| Total Program Service Expense | 294199 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | 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 |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | 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 | true | 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 | 84101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 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 | ||||||
| TRUSTEE | 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 | |
| BETTE ARIAL | ||||||
| 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 | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LARRY LEW | ||||||
| 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 | |
| M BRUCE SNYDER | ||||||
| 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 | |
| DAN HARBEKE | ||||||
| TRUSTEE | 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 | |
| STEPHEN J KROES | ||||||
| PRESIDENT | 40.00 | 121729 | 0 | 14696 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 121729 | TotalReportableCompFromOrg |
| Total Other Compensation | 14696 | 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 | 250915 | AllOtherContributions |
| Total Contributions | 250915 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| CONSULTING INCOME | 93909 | 93909 |
| PROGRAM EVENT | 12123 | 12123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 106032 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 530 | TotalRevenueColumn |
| Exclusion | $530 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 62 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 57 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 272 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 272 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 357754 | TotalRevenueColumn |
| Related Or Exempt Function Income | 106309 | RelatedOrExemptFunctionIncome |
| Exclusion | $530 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136425 | Total |
| Program Services | 110068 | ProgramServices |
| Management And General | 14771 | ManagementAndGeneral |
| Fundraising | 11586 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95366 | Total |
| Program Services | 75785 | ProgramServices |
| Management And General | 10990 | ManagementAndGeneral |
| Fundraising | 8591 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13177 | Total |
| Program Services | 11955 | ProgramServices |
| Management And General | 666 | ManagementAndGeneral |
| Fundraising | 556 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15256 | Total |
| Program Services | 12234 | ProgramServices |
| Management And General | 1679 | ManagementAndGeneral |
| Fundraising | 1343 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5810 | Total |
| Program Services | 45 | ProgramServices |
| Management And General | 5765 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48819 | Total |
| Program Services | 48819 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6532 | Total |
| Program Services | 5641 | ProgramServices |
| Management And General | 276 | ManagementAndGeneral |
| Fundraising | 615 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21286 | Total |
| Program Services | 17199 | ProgramServices |
| Management And General | 2381 | ManagementAndGeneral |
| Fundraising | 1706 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4345 | Total |
| Program Services | 2323 | ProgramServices |
| Management And General | 2022 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1555 | Total |
| Program Services | 1249 | ProgramServices |
| Management And General | 174 | ManagementAndGeneral |
| Fundraising | 132 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | 6162 | 6162 | ||
| MISCELLANEOUS | 2729 | 2192 | 305 | 232 |
| LIBRARY | 527 | 527 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357989 | Total |
| Program Services | 294199 | ProgramServices |
| Management And General | 39029 | ManagementAndGeneral |
| Fundraising | 24761 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16239 | BOY |
| EOY | 35628 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57206 | BOY |
| EOY | 55022 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22500 | BOY |
| EOY | 7530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 42513 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41633 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2460 | BOY |
| EOY | 880 | 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 | 100258 | BOY |
| EOY | 100913 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777 | BOY |
| EOY | 5667 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777 | BOY |
| EOY | 5667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85481 | BOY |
| EOY | 95246 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95481 | BOY |
| EOY | 95246 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100258 | BOY |
| EOY | 100913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -235 | 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 | 208171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 291443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 303229 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 205725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 250915 | CurrentTaxYear |
| Total | 1259483 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7025 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106032 | CurrentTaxYear |
| Total | 179304 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 215196 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 319960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 313389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 233295 | CurrentTaxYearMinus1Year |
| Current Tax Year | 356947 | CurrentTaxYear |
| Total | 1438787 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 139700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145000 | CurrentTaxYear |
| Total | 782800 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 5000 | CurrentTaxYearMinus3Years |
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 10000 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 139700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 195200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150000 | CurrentTaxYear |
| Total | 792800 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 645987 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2236 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 530 | CurrentTaxYear |
| Total | 6287 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1004 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2236 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 530 | CurrentTaxYear |
| Total | 6287 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 216200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 321677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 315625 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 234095 | CurrentTaxYearMinus1Year |
| Current Tax Year | 357477 | CurrentTaxYear |
| Total | 1445074 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.44700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.69680 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | PriorYrInvestIncomePercentage |
| 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 | 42513 | OtherCostOrOtherBasis |
| Depreciation | 41633 | Depreciation |
| Book Value | 880 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 880 | TotalOfBookValueLandBuildings |
| Total Revenue | 357754 | TotalRevenue |
| Total Expenses | 357989 | TotalExpenses |
| Excess Or Deficit For Year | -235 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -235 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 357754 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 357754 | RevenueSubtotal |
| Total Revenue Per Form990 | 357754 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 357989 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 30 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 30 | ExpensesNotRptdF990 |
| Expenses Subtotal | 357959 | ExpensesSubtotal |
| Other Expenses Not Included | 30 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 30 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 357989 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | TAX/BOOK BASIS DIFFERENCE -30 BOOK / TAX DEPRECIATION DIFFERENCE 30 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | TAX/BOOK BASIS DIFFERENCE 30 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | BOOK / TAX DEPRECIATION DIFFERENCE 30 |
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 ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | INCOME LEVELS WHICH RANK ABOVE THE NATIONAL AVERAGE. PREPARING UTAH'S WORKFORCE FOR 21ST CENTURY JOBS THIS PROJECT EVALUATES THE TOP 25 FIVE-STAR JOBS IN THE STATE. FIVE-STAR JOBS HAVE THE STRONGEST EMPLOYMENT OUTLOOK AND HIGHEST WAGES OF ALL THE JOBS INCLUDED IN WORKFORCE SERVICE'S OCCUPATIONAL PROJECTIONS. THIS REPORT PROVIDES SOME SUMMARY STATISTICS ABOUT FIVE-STAR JOBS AND DESCRIBES THE METHODOLOGY USED TO SELECT THE TOP 25 JOBS. IT ALSO PROVIDES DETAILS ABOUT EACH JOB AND INCLUDES AN EXPLORATION OF THE TYPES OF DEGREE, TRAINING, OR UTAH-SPECIFIC LICENSES REQUIRED FOR THESE JOBS. FINALLY, IT EXAMINES HOW WELL UTAH IS PROVIDING THESE EDUCATIONAL AND TRAINING OPPORTUNITIES BY PRESENTING SHORT-TERM TRENDS OF THE NUMBER OF DEGREES ATTAINED IN UTAH THAT ARE NECESSARY FOR EACH JOB. THE 2010 UTAH PRIORITIES SURVEY: THE TOP ISSUES AND CONCERNS OF UTAH VOTERS FOR THE 2010 ELECTION THROUGHOUT THIS ELECTION YEAR, UTAH FOUNDATION WORKED TO PROVIDE INFORMATION, ANALYSIS, AND PUBLIC DIALOGUE ON THE ISSUES THAT MATTER MOST TO UTAH VOTERS. AS THE INTRODUCTION TO THE 2010 UTAH PRIORITIES PROJECT, THIS REPORT PROVIDED A SUMMARY OF THE FINDINGS OF A STATEWIDE DAN JONES AND ASSOCIATES SURVEY ASSESSING WHICH ISSUES ARE MOST IMPORTANT THIS YEAR AND HOW VOTERS FEEL ABOUT UTAH'S ECONOMY, SOCIETY, AND POLITICS. SURVEY RESULTS SHOW THAT VOTERS' CONCERNS ABOUT SOME ISSUES, LIKE ENERGY AND TRANSPORTATION, HAVE EASED SINCE 2008. HOWEVER, OTHER ISSUES ARE NOW OF GREATER CONCERN, INCLUDING THE ETHICS OF ELECTED OFFICIALS, STATES' RIGHTS VS. THE FEDERAL GOVERNMENT, AND FEDERAL LANDS IN UTAH. THE 2010 UTAH PRIORITIES SURVEY OF PARTY DELEGATES AND VOTERS AS PART OF THE 2010 UTAH PRIORITIES PROJECT, UTAH FOUNDATION, KSL TELEVISION AND RADIO, DESERET NEWS, AND THE HINCKLEY INSTITUTE SPONSORED A GROUND-BREAKING SURVEY OF UTAH VOTERS AND DELEGATES TO THE MAJOR PARTY CONVENTIONS. THE SURVEY SHOWS DISTINCT DIFFERENCES BETWEEN PARTY DELEGATES AND VOTERS, WITH DELEGATES USUALLY TAKING MORE ZEALOUS POSITIONS THAN THEIR PARTY'S VOTERS. THE STRONGEST DISTINCTIONS ARE, AS EXPECTED, BETWEEN THE TWO MAJOR PARTIES. THE SURVEY ALSO PROVIDED INSIGHT ON REPUBLICAN DELEGATES' OPINIONS IN THE U.S. SENATE RACE. AMONG THE FINDINGS IN THIS SURVEY ARE THAT VOTERS' PRIORITIES FOR ACTION ARE FOCUSED AROUND EDUCATION, THE ECONOMY, CRIME, ELECTED OFFICIALS' ETHICS, STATES' RIGHTS, WATER SUPPLY, AND DECREASING STATE SPENDING; THE PRIORITIES OF REPUBLICAN STATE CONVENTION DELEGATES ARE ABOUT LIMITING GOVERNMENT POWER, IMPROVING THE ECONOMY, AND PREVENTING ILLEGAL IMMIGRATION; AND THE PRIORITIES OF DEMOCRATIC DELEGATES ARE ABOUT HUMAN SERVICES, ELECTED OFFICIALS' ETHICS, AND PROTECTING THE ENVIRONMENT. UNITED WAY OF SALT LAKE'S PRIORITY AREA AND CAPACITY ASSESSMENT THE PURPOSE OF THIS ASSESSMENT WAS TO PRIORITIZE THE SPECIFIC NEEDS, OBJECTIVES, AND STRATEGIES ON WHICH UWSL WILL FOCUS ITS COMMUNITY IMPACT WORK. UWSL CONTRACTED WITH UTAH FOUNDATION TO CONDUCT THIS ASSESSMENT, WHICH WAS YEAR-LONG PROJECT INVOLVING FOCUS GROUPS, SURVEYS, DATA COLLECTION, RESEARCH, AND ANALYSIS. THE PROJECT WRAPPED UP AT THE END OF APRIL, WITH UWSL FINALIZING THEIR PROPOSAL IN MAY AND JUNE. BASED ON THE ANALYSIS, UWSL HAS DECIDED ON THE FOLLOWING PRIORITY FRAMEWORK: 1) BUILD A STRONG FOUNDATION OF EARLY LEARNING FROM BIRTH TO AGE 8 BY FOCUSING ON EARLY LEARNING OPPORTUNITIES AND HIGH LEVELS OF STUDENT ACHIEVEMENT. 2) HELP PEOPLE GAIN THE INCOME AND FINANCIAL TOOLS TO HELP THEM THRIVE BY FOCUSING ON EDUCATION AND SKILL DEVELOPMENT AS WELL AS FINANCIAL LITERACY AND SAVINGS. 3) IMPROVE CHILD HEALTH AND PROMOTE HEALTHY BEHAVIORS BY FOCUSING ON REDUCING OBESITY AND INCREASING ENROLLMENT IN HEALTH CARE COVERAGE. HAS AMERICA'S CONSUMER SPENDING BUBBLE POPPED? BEGINNING IN THE EARLY 1980S, CONSUMPTION AS A PERCENT OF GDP STEADILY INCREASED UNTIL IT REACHED 70.4% IN 2008. SEVERAL ECONOMISTS ARGUED THAT BECAUSE THESE HIGH LEVELS OF CONSUMPTION WERE FUELED BY ASSET APPRECIATION AND THE ABILITY OF HOMEOWNERS TO TAKE OUT HOME EQUITY LOANS IT CREATED AN UNSUSTAINABLE CONSUMPTION BUBBLE. HOWEVER, RECENT DATA FROM BEA SHOW THAT EVEN WITH THE RECESSION, CONSUMPTION AS A PERCENT OF GDP REMAINS HIGH. TO BETTER UNDERSTAND WHY CONSUMPTION IS STILL SUCH LARGE PERCENT OF GDP, THIS REPORT LOOKS AT THE MAJOR COMPONENTS OF GDP AND EVALUATES HOW EACH OF THESE COMPONENTS HAVE CHANGED DURING THE RECESSION. SPENDING YOUR TAX DOLLARS: AN UPDATE ON STATE SPENDING TRENDS THIS REPORT ANALYZES STATE EXPENDITURES SINCE THE RECESSION IN SEVEN CATEGORIES: PUBLIC EDUCATION, HIGHER EDUCATION, OTHER OPERATIONS, HEALTH AND HUMAN SERVICES, TRANSPORTATION, LAW AND ORDER, AND CAPITAL AND DEBT SERVICE. CHANGES IN EACH CATEGORY ARE ANALYZED BY CALCULATING A RATIO OF GOVERNMENT SPENDING PER 1,000 OF PERSONAL INCOME, WHICH ROUGHLY ILLUSTRATES THE PROPORTION OF UTAHNS' EARNINGS THAT ARE DEDICATED TO FUNDING STATE GOVERNMENT. THE REPORT SHOWS THE DECLINING STATE ECONOMY HAS NOT RESULTED IN ACROSS-THE-BOARD CUTS IN UTAH'S PUBLIC SERVICES, AS THE PROPORTION OF PERSONAL INCOME DEDICATED TO CERTAIN CATEGORIES AND DEPARTMENTS, SUCH AS WORKFORCE SERVICES AND THE LABOR COMMISSION, ACTUALLY INCREASED DURING THIS PERIOD. BEST PRACTICES AND STRATEGIES TO INFLUENCE CHANGE IN PRIORITY AREA OBJECTIVES TO ASSIST UNITED WAY OF SALT LAKE (UWSL) DEVELOP INITIATIVES FOR ITS NEW PRIORITY FRAMEWORK, THIS REPORT DESCRIBES THE BEST PRACTICES, STRATEGIES, AND MODELS RELATING TO UWSL'S SIX PRIORITY AREAS (EARLY LEARNING OPPORTUNITIES, WORKFORCE DEVELOPMENT, FINANCIAL LITERACY, HEALTHY BEHAVIORS, HEALTH COVERAGE, AND HEALTHCARE ACCESS). LOCAL, STATE, AND NATIONAL EXAMPLES OF SUCCESSFUL PROGRAMS AND INITIATIVES ARE ALSO DESCRIBED. THE PURPOSE OF THE REPORT IS TO PROVIDE UWSL WITH A DEPTH OF INFORMATION IT CAN REFERENCE AS IT ACCEPTS PROGRAM PROPOSALS AND DEVELOPS INITIATIVES. HIGH-SPEED RAIL AROUND THE WORLD: A SURVEY AND COMPARISON OF EXISTING SYSTEMS IN 2010, THE WESTERN HIGH-SPEED RAIL ALLIANCE, A GROUP OF METROPOLITAN PLANNING ORGANIZATIONS FROM COLORADO, UTAH, NEVADA, AND ARIZONA, CONTRACTED WITH THE UTAH FOUNDATION TO UNDERTAKE A BACKGROUND STUDY OF HIGH-SPEED RAIL (HSR) SYSTEMS WORLDWIDE TO ASSIST THE ALLIANCE AS IT BEGINS TO ASSESS THE FEASIBILITY OF IMPLEMENTING A HSR SYSTEM IN THE REGION. THE REPORT REVEALS A NUMBER OF FEATURES AND CHARACTERISTICS COMMON OF HSR SYSTEMS AND THEIR ENVIRONMENTS. FIRST, MOST COUNTRIES WITH HSR SYSTEMS ARE ECONOMICALLY WELL-DEVELOPED, GEOGRAPHICALLY SMALL, AND DENSELY POPULATED. SECOND, MOST COUNTRIES WITH HSR SYSTEMS HAVE GOVERNMENTS THAT ARE RELATIVELY CENTRALIZED AND CULTURES THAT ARE LESS INDIVIDUALISTIC. MOVING UP THE ECONOMIC LADDER: AN ANALYSIS OF ECONOMIC MOBILITY IN UTAH THIS STUDY USES TAX RETURNS FROM UTAH HOUSEHOLDS IN 1994 AND 2007 TO DOCUMENT THE ABILITY OF UTAHNS TO MOVE UP THE ECONOMIC LADDER BY INCREASING THEIR INCOMES OVER TIME. RESULTS SHOW ALMOST ONE-THIRD OF UTAH TAXPAYERS ARE "UPWARDLY MOBILE," OR HAVE BOTH HIGHER INCOME AND MOVED UP ONE OR MORE INCOME QUINTILES BETWEEN 1994 AND 2007. HOWEVER, A SLIGHTLY LARGER PERCENT OF TAXPAYERS ARE SIMPLY "RIDING THE TIDE," MEANING THEY HAVE HIGHER INCOMES, BUT THE INCREASE WAS NOT ENOUGH TO MOVE THEM INTO THE NEXT INCOME QUINTILE. INTERESTINGLY, 14% OF TAXPAYERS ARE "FALLING DESPITE THE TIDE," MEANING THAT DESPITE THEIR INCOME INCREASING, THEIR RELATIVE ECONOMIC STANDING FELL. ONE-FIFTH OF UTAH TAXPAYERS ARE "DOWNWARDLY MOBILE," MEANING THEY LOST INCOME DURING THIS PERIOD. UTAH FOUNDATION HOSTED A "POLICY LUNCHBOX" WHERE THE FINDINGS FROM THIS REPORT WERE PRESENTED AND DISCUSSED WITH LOCAL POLICY LEADERS AND COMMUNITY MEMBERS. THE FINDINGS WERE ALSO PRESENTED TO TWO LEGISLATIVE COMMITTEES DURING FALL INTERIM MEETINGS. THE 2010 UTAH PRIORITIES FALL SURVEY: VOTERS' PREFERENCES FOR CANDIDATES AND POLICY SOLUTIONS THE PURPOSE OF THIS UTAH PRIORITIES SURVEY IS TO DELVE DEEPER ON FIVE CRITICAL POLICY ISSUES TO BETTER UNDERSTAND VOTERS' PREFERENCES SURROUNDING THE MOST OFTEN DISCUSSED SOLUTIONS. VOTERS WERE SURVEYED ABOUT K-12 EDUCATION, ECONOMY AND JOBS, IMMIGRATION, GOVERNMENT SPENDING, AND STATES' RIGHTS. THE SURVEY ALSO ASKED VOTERS ABOUT WHOM THEY PLAN TO VOTE FOR IN THE NOVEMBER ELECTIONS. IN ADDITION TO THIS SURVEY WORK, UTAH FOUNDATION PARTNERED WITH THE HINCKLEY INSTITUTE OF POLITICS AT THE UNIVERSITY OF UTAH TO HOLD POLICY FORUMS IN SEPTEMBER AND OCTOBER. UTAH LEGISLATORS AND POLICY EXPERTS PARTICIPATED IN THE FORUMS, OFFERING THEIR EXPERTISE ON THE ISSUES AND ANSWERING QUESTIONS FROM THE AUDIENCE. POLICY FORUM TOPICS INCLUDED GOVERNMENT SPENDING, ECONOMIC MOBILITY, UTAH PRIORITIES SURVEY RESULTS, EDUCATION, AND STATES RIGHTS. SCHOOL TESTING RESULTS: HOW UTAH COMPARES TO STATES WITH SIMILAR DEMOGRAPHICS BASED ON COMPARISONS TO NATIONAL AVERAGES IN SCHOOL TEST SCORES, IT IS COMMONLY STATED THAT UTAH'S EDUCATION SYSTEM PERFORMS WELL, DESPITE HAVING LOW FUNDING. HOWEVER, UTAH IS MUCH DIFFERENT THAN THE AVERAGE STATE, WITH LOW POVERTY, MANY COLLEGE-EDUCATED PARENTS, AND A SMALL MINORITY P |
| 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | OTHER OFFICER 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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