2024-08-13T19:21:54-04:00 2023-09-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2022-10-01 870509521 UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION INC UTAH 8014333025 PO BOX 496 LAYTON UT 840410957 CLINT COTTAM EXECUTIVE DIRECTOR 8014333025 2023-08-10 true false SHALAUN T HOWELL CPA P00969274 8012943155 2024-08-13 2022 2024-08-08 14:25:15Z X COMMUNITY ACTION PARTNERSHIP UTAH CLINT COTTAM 875 E HIGHWAY 193 LAYTON UT 84040 498278 false X WWW.CAPUTAH.ORG X 1994 UT THE ORGANIZATION'S MISSION IS TO LEAD, STRENGTHEN, AND SUPPORT THE COMMUNITY ACTION NETWORK IN ORDER TO BUILD THRIVING COMMUNITIES AND END POVERTY. 8 8 4 52 0 351991 468784 20699 27839 222 1655 0 372912 498278 200016 0 228628 181305 0 1278 161379 202797 390007 584118 -17095 -85840 180818 147153 19041 71216 161777 75937 X THE ORGANIZATION'S MISSION IS TO LEAD, STRENGTHEN, AND SUPPORT THE COMMUNITY ACTION NETWORK IN ORDER TO BUILD THRIVING COMMUNITIES AND END POVERTY. false false 20504 2211 ASSET DEVELOPMENT THE ORGANIZATION SUPPORTS GENERATIONAL WEALTH ACCRUAL AND FUTURE WORKFORCE DEVELOPMENT BY HELPING FAMILIES WITH LOW INCOMES SAVE FOR POST-SECONDARY EDUCATION (INCLUDING TRADE SCHOOL) AS THEY WORK WITH CASE MANAGERS FROM THE NINE COMMUNITY ACTION AGENCIES IN UTAH IN MEETING YEARLY CASE MANAGEMENT GOALS. CAP UTAH SUPPORTED COMMUNITY ACTION AGENCY PROGRAMING BY PROVIDING A MY529 SCHOLARSHIP PROGRAM FOR LOW-INCOME HOUSEHOLDS THAT MEET WITH CASE MANAGERS AND MEET THEIR INDIVIDUAL EDUCATIONAL, FINANCIAL, AND SELFRELIANCE GOALS. 4 NEW ACCOUNTS WERE CREATED; 137 ACTIVE ACCOUNTS - WITH THE AVERAGE ACCOUNT WITH SAVINGS OF 666.12. 483706 22119 27839 TRAINING & TECHNICAL ASSISTANCE THE ORGANIZATION WORKS IN PARTNERSHIP WITH UTAH'S STATE COMMUNITY SERVICES OFFICE, THE REGION 8 PERFORMANCE AND INNOVATION CONSORTIUM, AND OTHER NATIONAL PARTNERS TO PROVIDE TRAINING, SUPPORT, AND TECHNICAL ASSISTANCE ON THE COMMUNITY SERVICES BLOCK GRANT TO THE NINE COMMUNITY ACTION AGENCIES IN UTAH. IN FY 2023, CAP UTAH PROVIDED OVER 3,631 HOURS OF TRAINING AND TECHNICAL ASSISTANCE TO ITS NETWORK AND PARTNERS IN THE STATE. CAP UTAH REACHED 401 DISTINCT INDIVIDUALS FROM 65 ORGANIZATIONS (TWICE AS MUCH AS THE PREVIOUS YEARS). SOME IMPORTANT TRAININGS OCCURRED VIA THE 2023 HYBRID, RESULTS ORIENTED MANAGEMENT AND ACCOUNTABILITY (ROMA) TRAININGS (PERFORMANCE MANAGEMENT SEMINARS), SCHOLARSHIPS TO ATTEND OTHER NATIONAL AND STATE TRAININGS, SPECIAL TRAINING SEMINARS, AND IN-PERSON/VIRTUAL CONSULTATIONS. THERE WERE 1,781 TOTAL TRAININGS AND CONSULTATION INTERACTIONS. CAP UTAH ASSISTED EACH OF THE 9 COMMUNITY ACTION AGENCIES WITH NEEDS ASSESSMENTS FOR THEIR REGIONS - IDENTIFYING THE CAUSES AND CONDITIONS OF POVERTY AND POTENTIAL SOLUTIONS FOR LOCAL AREAS. THE ORGANIZATION ALSO INCREASED FINANCIAL SECURITY FOR FAMILIES BY IMPLEMENTING THE DIAPER DISTRIBUTION DEMONSTRATION AND RESEARCH PROJECT BEGINNING IN MAY 2023. THROUGH THIS PARTNERSHIP WITH THE UTAH DIAPER BANK AND 5 COMMUNITY ACTION AGENCIES, CAP UTAH WAS ABLE TO SERVE 773 UNIQUE FAMILIES AND DISTRIBUTE 189,231.00 DIAPERS TO FAMILIES BELOW 200% POVERTY LEVEL ACROSS UTAH. 51% OF YOUR FAMILIES REPORT BEING OFTEN STRESSED ABOUT AFFORDING THEIR ESSENTIAL NEEDS. 44942 ADVOCACY & POLICY RESEARCH THE ORGANIZATION WORKS TO KEEP THE STRUGGLES OF THOSE IN POVERTY THROUGHOUT THE STATE IN THE MIND OF LEGISLATORS WHEN THEY ARE CONSIDERING LAWS AND BUDGET CHANGES THAT COULD AFFECT THIS VULNERABLE POPULATION. THIS IS DONE BY EDUCATING LAWMAKERS, KEEPING THEM CURRENT WITH POVERTY TRENDS, AND WORKING WITH THEM TO FIND SOLUTIONS TO REDUCE POVERTY IN UTAH. THE ORGANIZATION ALSO APPRISES LAW MAKERS, PARTNERS, AND THE PUBLIC ON THE IMPACTS OF COMMUNITY ACTION IN UTAH AND THROUGHOUT THE COUNTRY. THERE ARE FOUR MAJOR ACHIEVEMENTS IN THIS AREA DURING FY23. FIRST, CAP UTAH HOSTED/CO-HOSTED THREE POVERTY SIMULATIONS ACROSS THE STATE, HELPING OVER 150 UTAHNS BECOME MORE SENSITIZED AND UNDERSTANDING OF THOSE WHO EXPERIENCE POVERTY. SECOND, CAP UTAH EDUCATED OVER 24 ELECTED OFFICIALS ABOUT NEEDS THAT WERE IDENTIFIED IN THE ASSESSMENTS OF COMMUNITY ACTION AGENCIES. THIRD, IT PRODUCED STATEWIDE IMPACT REPORTS ABOUT HOW THE COMMUNITY ACTION NETWORK IN UTAH RESPONDED TO THE PANDEMIC; FINALLY, IT SUPPORTED THE FORMERLY HOMELESS BOARD OF UTAH - ALLOWING THOSE WITH A SHARED LIFE EXPERIENCE TO SHARE THEIR EXPERIENCES WITH DECISION MAKERS. 549152 true true false true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 4 true false false false false false false false false false false false false X 8 8 false false false false true true false true true false false true true true true true true true false false UT X X X BOUNTIFUL PEAK ADVISORS 8012943155 1564 S 500 W STE 201 BOUNTIFUL UT 840107400 CLINT COTTAM EXECUTIVE DI 40.00 X 66155 0 18902 JENNIFER GODFREY CHAIR 2.00 X X 0 0 0 KIM DIETER PAST CHAIR 1.00 X X 0 0 0 KAREN MCCANDLESS VICE-CHAIR 2.00 X X 0 0 0 JULIE ROSIER TREASURER 3.00 X X 0 0 0 KIM COOPER SECRETARY 1.00 X X 0 0 0 LUCAS MARTIN BOARD MEMBER 1.00 X 0 0 0 PAM MORRISON BOARD MEMBER 1.00 X 0 0 0 CHRIS IPSEN BOARD MEMBER 1.00 X 0 0 0 66155 18902 false false false 456061 12723 468784 REGISTRATIONS 541900 13952 13952 CONSULTING SERVICES 541900 6000 6000 MEMBERSHIPS 813910 5325 5325 OTHER INCOME 900099 2562 2562 27839 1655 1655 498278 27839 1655 200016 200016 90431 85017 4441 973 71039 70851 178 10 3461 3461 5357 5351 6 11017 10955 62 23884 23884 885 885 1814 1814 20673 20092 505 76 53845 53352 364 129 27159 26988 143 28 38235 37684 551 26489 25534 955 3397 2536 861 MEMBERSHIP DUES 2913 2054 859 MISCELLANEOUS 1630 1462 168 BANK AND MERCHANT FEES 938 440 498 FOOD AND BEVERAGE 534 424 110 401 236 165 584118 549152 33688 1278 119761 69538 47302 46409 8462 30756 5293 450 180818 147153 17710 69885 1331 1331 19041 71216 X 103420 49142 58357 26795 161777 75937 180818 147153 -85840 X false false false X 747775 403236 432746 351991 468784 2404532 747775 403236 432746 351991 468784 2404532 41871 2362661 40 222 1655 1917 2406449 69931 0.98180 0.96960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 578 false true 36 614 false SCHEDULE C, PART II-B, LINE 1 DURING FY23 THE ORGANIZATION'S LOBBYING ACTIVITY WAS RELATED TO THE CSBG REAUTHORIZATION. THIS INCLUDED DIRECT CONTACT WITH LEGISLATIVE REPRESENTATIVE AND THEIR STAFF AND TIME SPENT CREATING ONE FACEBOOK POST TO SHARE THE IMPORTANCE OF THE ISSUE WITH THE COMMUNITY. true FIVE COUNTY ASSOCIATION OF GOVERNMENTS 1070 W 1600 S BLDG B ST GEORGE UT 84770 870304025 GOV 5439 31754 BABY DIAPERS LOW-INCOME SERVICES SIX COUNTY ASSOCIATION OF GOVERNMENTS 250 N MAIN RICHFIELD UT 84701 870470453 GOV 5730 LOW-INCOME SERVICES SOUTHEASTERN UTAH ASSOCIATION OF LOCAL GOVERNMENTS 375 S CARBON AVE PO BOX 1106 PRICE UT 84501 870299154 GOV 2021 31433 BABY DIAPERS LOW-INCOME SERVICES UINTAH BASIN ASSOCIATION OF GOVERNMENTS 330 E 100 S ROOSEVELT UT 84066 870298599 GOV 6128 LOW-INCOME SERVICES OPEN DOORS 1360 E 1450 S CLEARFIELD UT 84015 870421105 501C3 3375 31341 BABY DIAPERS LOW-INCOME SERVICES LITTLE LAMBS FOUNDATION FOR KIDS 1125 W 400 N STE 200 LOGAN UT 84321 471339945 501C3 49823 BABY DIAPERS LOW-INCOME SERVICES COMMUNITY ACTION SERVICES FOOD BANK 815 S FREEDOM BLVD PROVO UT 84601 870491952 501C3 31335 BABY DIAPERS LOW-INCOME SERVICES 7 SCHEDULE I, PAGE 1, PART I, LINE 2 BEFORE AGENCIES RECEIVE FUNDING THAT IS PASSED THROUGH CAP UTAH, THEY MUST COMPLETE A BRIEF RISK ASSESSMENT, BUDGET, AND PERFORMANCE MANAGEMENT SURVEY. THIS INFORMATION INFORMS THE AGREEMENTS THAT ARE SENT TO AGENCIES TO SIGN. AT EACH REIMBURSEMENT, WHICH IDEALLY IS MONTHLY, GENERAL LEDGER DETAIL FOR REIMBURSED FUNDS AND MATCH ARE DOCUMENTED. AGENCIES IDENTIFY HOW THEIR FUNDS ARE USED VIA AN INVOICE TEMPLATE PROVIDED BY CAP UTAH. WHEN REVIEWING REIMBURSEMENT CLAIMS, STAFF (USUALLY AT LEAST 2) REVIEW THE INVOICE TO SUPPORTING DOCUMENTATION AND ENSURE THAT COSTS ARE ALLOWABLE AND REASONABLE. PERFORMANCE REPORTS ARE SENT DIRECTLY TO CAP UTAH FROM PARTNERS SUCH AS IRS VITA SPECIALISTS TO REVIEW AND MONITOR PERFORMANCE. SPECIFICALLY FOR THE DIAPER GRANT, ELIGIBILITY WAS DETERMINED BY BEING EITHER A COMMUNITY ACTION AGENCY OR DIAPER BANK THAT WORKS PRIMARILY WITH HOUSEHOLDS UNDER THE 200% POVERTY LEVEL. ELIGIBILITY WAS ALSO DETERMINED BY INTEREST, CAPACITY TO ADMINISTER THE PROGRAM, AND FOR AGENCIES THAT WOULD ADD A DIFFERENT APPROACH TO DIAPER DISTRIBUTION (LIKE UCA WITH HEAD START) OR TO FILL IN GAPS IN DIAPER DISTRIBUTION PARTNERS WITHIN THE STATE (LIKE FCAOG). FISCAL AND PROGRAMMATIC MONITORING OCCUR MONTHLY AS REPORTS AND REIMBURSEMENTS ARE SUBMITTED. FOLLOW UPS VIRTUALLY AND IN-PERSON OCCUR AS NEEDED AND IN ACCORDANCE WITH RISK ASSESSMENT. UTAH DIAPER BANK ALSO PROVIDES MONITORING OF DIAPER STORAGE AND PRACTICES ONSITE AS A STRATEGIC PARTNERSHIP. SCHEDULE I, PAGE 4, PART IV THE ORGANIZATION USES THE ACCRUAL BASIS OF ACCOUNTING. FORM 990, PAGE 2, PART III, LINE 4B TRAINING & TECHNICAL ASSISTANCE THE ORGANIZATION WORKS IN PARTNERSHIP WITH UTAH'S STATE COMMUNITY SERVICES OFFICE, THE REGION 8 PERFORMANCE AND INNOVATION CONSORTIUM, AND OTHER NATIONAL PARTNERS TO PROVIDE TRAINING, SUPPORT, AND TECHNICAL ASSISTANCE ON THE COMMUNITY SERVICES BLOCK GRANT TO THE NINE COMMUNITY ACTION AGENCIES IN UTAH. IN FY 2023, CAP UTAH PROVIDED OVER 3,631 HOURS OF TRAINING AND TECHNICAL ASSISTANCE TO ITS NETWORK AND PARTNERS IN THE STATE. CAP UTAH REACHED 401 DISTINCT INDIVIDUALS FROM 65 ORGANIZATIONS (TWICE AS MUCH AS THE PREVIOUS YEARS). SOME IMPORTANT TRAININGS OCCURRED VIA THE 2023 HYBRID, RESULTS ORIENTED MANAGEMENT AND ACCOUNTABILITY (ROMA) TRAININGS (PERFORMANCE MANAGEMENT SEMINARS), SCHOLARSHIPS TO ATTEND OTHER NATIONAL AND STATE TRAININGS, SPECIAL TRAINING SEMINARS, AND IN-PERSON/VIRTUAL CONSULTATIONS. THERE WERE 1,781 TOTAL TRAININGS AND CONSULTATION INTERACTIONS. CAP UTAH ASSISTED EACH OF THE 9 COMMUNITY ACTION AGENCIES WITH NEEDS ASSESSMENTS FOR THEIR REGIONS - IDENTIFYING THE CAUSES AND CONDITIONS OF POVERTY AND POTENTIAL SOLUTIONS FOR LOCAL AREAS. THE ORGANIZATION ALSO INCREASED FINANCIAL SECURITY FOR FAMILIES BY IMPLEMENTING THE DIAPER DISTRIBUTION DEMONSTRATION AND RESEARCH PROJECT BEGINNING IN MAY 2023. THROUGH THIS PARTNERSHIP WITH THE UTAH DIAPER BANK AND 5 COMMUNITY ACTION AGENCIES, CAP UTAH WAS ABLE TO SERVE 773 UNIQUE FAMILIES AND DISTRIBUTE 189,231.00 DIAPERS TO FAMILIES BELOW 200% POVERTY LEVEL ACROSS UTAH. 51% OF YOUR FAMILIES REPORT BEING OFTEN STRESSED ABOUT AFFORDING THEIR ESSENTIAL NEEDS. FORM 990, PAGE 2, PART III, LINE 4C ADVOCACY & POLICY RESEARCH THE ORGANIZATION WORKS TO KEEP THE STRUGGLES OF THOSE IN POVERTY THROUGHOUT THE STATE IN THE MIND OF LEGISLATORS WHEN THEY ARE CONSIDERING LAWS AND BUDGET CHANGES THAT COULD AFFECT THIS VULNERABLE POPULATION. THIS IS DONE BY EDUCATING LAWMAKERS, KEEPING THEM CURRENT WITH POVERTY TRENDS, AND WORKING WITH THEM TO FIND SOLUTIONS TO REDUCE POVERTY IN UTAH. THE ORGANIZATION ALSO APPRISES LAW MAKERS, PARTNERS, AND THE PUBLIC ON THE IMPACTS OF COMMUNITY ACTION IN UTAH AND THROUGHOUT THE COUNTRY. THERE ARE FOUR MAJOR ACHIEVEMENTS IN THIS AREA DURING FY23. FIRST, CAP UTAH HOSTED/CO-HOSTED THREE POVERTY SIMULATIONS ACROSS THE STATE, HELPING OVER 150 UTAHNS BECOME MORE SENSITIZED AND UNDERSTANDING OF THOSE WHO EXPERIENCE POVERTY. SECOND, CAP UTAH EDUCATED OVER 24 ELECTED OFFICIALS ABOUT NEEDS THAT WERE IDENTIFIED IN THE ASSESSMENTS OF COMMUNITY ACTION AGENCIES. THIRD, IT PRODUCED STATEWIDE IMPACT REPORTS ABOUT HOW THE COMMUNITY ACTION NETWORK IN UTAH RESPONDED TO THE PANDEMIC; FINALLY, IT SUPPORTED THE FORMERLY HOMELESS BOARD OF UTAH - ALLOWING THOSE WITH A SHARED LIFE EXPERIENCE TO SHARE THEIR EXPERIENCES WITH DECISION MAKERS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION'S MEMBERS INCLUDE ELIGIBLE ENTITIES DIRECTLY RECEIVING COMMUNITY SERVICE BLOCK GRANT FUNDING UNDER THE OMNIBUS BUDGET RECONCILIATION ACT OF 1981, TITLE VI IN OCTOBER 1993. IN ADDITION, NONPROFIT ORGANIZATIONS, BUSINESSES, GOVERNMENTAL UNITS, AND INDIVIDUALS MAY BECOME MEMBERS BY PAYING ANNUAL DUES TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7A THE EXECUTIVE DIRECTOR (OR DESIGNEE) OF EACH MEMBER COMMUNITY ACTION PROGRAM (ELIGIBLE ENTITIES DIRECTLY RECEIVING COMMUNITY SERVICE BLOCK GRANT FUNDING UNDER THE OMNIBUS BUDGET RECONCILIATION ACT OF 1981 TITLE VI IN OCTOBER 1993)SHALL SERVE ON THE BOARD OF DIRECTORS AS AN EX-OFFICIO VOTING MEMBER. THE BOARD MAY ELECT UP TO 6 ADDITIONAL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATIONS FORM 990 WAS PREPARED BY THE ORGANIZATIONS CPA IN CONSULTATION WITH THE ORGANIZATIONS EXECUTIVE DIRECTOR. THE FORM 990 WAS REVIEWED FOR ACCURACY AND REASONABILITY BY THE ORGANIZATIONS EXECUTIVE DIRECTOR AND TREASURER. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATIONS BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION PROVIDES A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL BOARD MEMBERS AND MANAGEMENT DURING ONBOARDING. IN ADDITION, A COPY IS PROVIDED ANNUALLY. ALL BOARD MEMBERS AND MANAGEMENT ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE STATEMENT, WHICH ACKNOWLEDGES AND UNDERSTANDING OF THE POLICY AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST THEY ARE AWARE OF. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE EXECUTIVE COMMITTEE TO DETERMINE THE APPROPRIATE ACTION TO BE TAKEN TO ELIMINATE OR MITIGATE RISKS POSED BY THE CONFLICT. THE ORGANIZATION REQUIRES THAT BOARD MEMBERS WITH CONFLICT OF INTEREST BE RECUSED FROM THE DELIBERATION AND VOTING RELATED TO A TRANSACTION OR ACTION IN WHICH THEY MAY HAVE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A AT THE TIME OR HIRE AND ON AN ANNUAL BASIS FOLLOWING, A COMMITTEE OF THE BOARD OF DIRECTORS ESTABLISHES EXECUTIVE DIRECTORS COMPENSATION. THE ORGANIZATION REQUIRES THAT NO MEMBER OF THE COMMITTEE HAVE A CONFLICT OF INTEREST RELATED TO THE COMPENSATION ARRANGEMENT. THE COMMITTEE USES SALARY SURVEYS, PUBLICLY AVAILABLE 990S, AND OTHER INFORMATION FOR SIMILAR POSITIONS AND SIMILAR ORGANIZATIONS WITHIN THE REGION TO ESTABLISH A REASONABLE LEVEL OF COMPENSATION BASED ON THE EXECUTIVE DIRECTORS PERFORMANCE. THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DISCUSSIONS AND DECISIONS IN COMMITTEE MINUTES AND IN THE ANNUAL BUDGET AND ARE COMMUNICATED TO THE EXECUTIVE DIRECTOR VIA A FORMAL LETTER. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATIONS OFFICE. IN ADDITION, THE ORGANIZATIONS 990 FOR SEVERAL PRIOR YEARS ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE AND THROUGH MANY PUBLICLY AVAILABLE SERVICES. THE ORGANIZATIONS REVIEWED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATIONS WEBSITE. ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE UTAH DIVISION OF CORPORATIONS.