STRATEGY STUDIO / PUBLIC DATA EXPLORER

UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION (EIN 87-0509521)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-01
IRS object ID
202322139349301712
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-08-01T16:56:43-04:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460952065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOUNTIFUL PEAK ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11564 SOUTH 500 WEST SUITE 201AddressLine1Txt
CityBOUNTIFULCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840107400ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870509521EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UTAH COMMUNITY ACTION PARTNERSHIPBusinessNameLine1Txt
Business Name Line2ASSOCIATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUTAHBusinessNameControlTxt
Phone8014333025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 E HIGHWAY 193AddressLine1Txt
CityLAYTONCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINT COTTAMPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8014333025PhoneNum
Signature2022-07-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLINTPersonFirstNm
Person LastCOTTAMPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHALAUN T HOWELL CPAPreparerPersonNm
PTINP00969274PTIN
Phone8012943155PhoneNum
Preparation2023-08-01PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY ACTION PARTNERSHIP UTAHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCLINT COTTAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 E HIGHWAY 193AddressLine1Txt
CityLAYTONCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84040ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$372,912GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CAPUTAH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateUTLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION'S MISSION IS TO LEAD, STRENGTHEN, AND SUPPORT THE COMMUNITY ACTION NETWORK IN ORDER TO BUILD THRIVING COMMUNITIES AND END POVERTY.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers94TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$432,746PYContributionsGrantsAmt
CY Contributions Grants$351,991CYContributionsGrantsAmt
PY Program Service Revenue$16,167PYProgramServiceRevenueAmt
CY Program Service Revenue$20,699CYProgramServiceRevenueAmt
PY Investment Income-$6,312PYInvestmentIncomeAmt
CY Investment Income$222CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$442,601PYTotalRevenueAmt
CY Total Revenue$372,912CYTotalRevenueAmt
PY Grants And Similar Paid$89,803PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$227,328PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$228,628CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,293CYTotalFundraisingExpenseAmt
PY Other Expenses$161,719PYOtherExpensesAmt
CY Other Expenses$161,379CYOtherExpensesAmt
PY Total Expenses$478,850PYTotalExpensesAmt
CY Total Expenses$390,007CYTotalExpensesAmt
PY Revenues Less Expenses-$36,249PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$17,095CYRevenuesLessExpensesAmt
Total Assets BOY$199,021TotalAssetsBOYAmt
Total Assets EOY$180,818TotalAssetsEOYAmt
Total Liabilities BOY$20,149TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,041TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$178,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$161,777NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION'S MISSION IS TO LEAD, STRENGTHEN, AND SUPPORT THE COMMUNITY ACTION NETWORK IN ORDER TO BUILD THRIVING COMMUNITIES AND END POVERTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,673ExpenseAmt
DescASSET 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 SELF- RELIANCE GOALS. 14 NEW ACCOUNTS WERE CREATED; 3,223.29 IN SCHOLARSHIPS GIVEN TO NEW CLIENTS; 1,000.00 MATCHING FUNDS FROM NEW CLIENTS; 134 ACTIVE ACCOUNTS - WITH THE AVERAGE ACCOUNT WITH SAVINGS OF 666.12.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$257,951ExpenseAmt
Revenue$20,699RevenueAmt
DescTRAINING & 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 2022, CAP UTAH PROVIDED OVER 1,493 HOURS OF TRAINING AND TECHNICAL ASSISTANCE TO ITS NETWORK AND PARTNERS IN THE STATE. CAP UTAH REACHED 245 DISTINCT INDIVIDUALS FROM 35 ORGANIZATIONS. SOME IMPORTANT TRAININGS OCCURRED VIA THE 2021 VIRTUAL CONFERENCE, 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 549 TOTAL TRAININGS AND CONSULTATIONS PROVIDED. 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$88,817ExpenseAmt
DescADVOCACY & 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 FY 22. 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 22 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$351,441TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBOUNTIFUL PEAK ADVISORSPersonNm
Phone8012943155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11564 S 500 W STE 201AddressLine1Txt
CityBOUNTIFULCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840107400ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CLINT COTTAM
EXECUTIVE DI40.00Yes (X)$61,424$0$12,469
JENNIFER GODFREY
CHAIR2.00Yes (X)$0$0$0Yes (X)
KIM DIETER
PAST CHAIR1.00Yes (X)$0$0$0Yes (X)
KAREN MCCANDLESS
VICE-CHAIR2.00Yes (X)$0$0$0Yes (X)
KIM COOPER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MICHAEL DAY
TREASURER1.00Yes (X)$0$0$0Yes (X)
JULIE ROSIER
TREASURER3.00Yes (X)$0$0$0Yes (X)
LUCAS MARTIN
BOARD MEMBER1.00$0$0$0Yes (X)
PAM MORRISON
BOARD MEMBER1.00$0$0$0Yes (X)
CHRIS IPSEN
BOARD MEMBER1.00$0$0$0Yes (X)
SANDRA CARPIO
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,424TotalReportableCompFromOrgAmt
Total Other Compensation$12,469TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$342,693GovernmentGrantsAmt
All Other Contributions$9,298AllOtherContributionsAmt
Total Contributions$351,991TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIPS813910$11,441$11,441
CONSULTING SERVICES541900$8,351$8,351
OTHER INCOME900099$907$907
FieldValueIRS element (for citing)
Total Program Service Revenue$20,699TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$222TotalRevenueColumnAmt
Exclusion$222ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$372,912TotalRevenueColumnAmt
Related Or Exempt Func Income$20,699RelatedOrExemptFuncIncomeAmt
Exclusion$222ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$85,063TotalAmt
Program Services$75,456ProgramServicesAmt
Management And General$8,542ManagementAndGeneralAmt
Fundraising$1,065FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$117,351TotalAmt
Program Services$117,351ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,129TotalAmt
Program Services$4,129ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,131TotalAmt
Program Services$5,865ProgramServicesAmt
Management And General$229ManagementAndGeneralAmt
Fundraising$37FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,954TotalAmt
Program Services$15,511ProgramServicesAmt
Management And General$375ManagementAndGeneralAmt
Fundraising$68FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,395TotalAmt
Program Services$1,395ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,643TotalAmt
Management And General$23,643ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,675TotalAmt
Program Services$13,675ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$532TotalAmt
Program Services$140ProgramServicesAmt
Management And General$367ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,622TotalAmt
Program Services$10,076ProgramServicesAmt
Management And General$522ManagementAndGeneralAmt
Fundraising$24FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,416TotalAmt
Program Services$48,920ProgramServicesAmt
Management And General$482ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,400TotalAmt
Program Services$5,143ProgramServicesAmt
Management And General$230ManagementAndGeneralAmt
Fundraising$27FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,975TotalAmt
Program Services$19,954ProgramServicesAmt
Management And General$1,021ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,015TotalAmt
Program Services$27,015ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,566TotalAmt
Program Services$1,690ProgramServicesAmt
Management And General$874ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSES AND DUES$3,968$3,791$146$31
MISCELLANEOUS$1,037$997$40
BANK AND MERCHANT FEES$731$183$548
FOOD AND BEVERAGE$404$150$254

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$390,007TotalAmt
Program Services$351,441ProgramServicesAmt
Management And General$37,273ManagementAndGeneralAmt
Fundraising$1,293FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$128,308BOYAmt
EOY$119,761EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$66,002BOYAmt
EOY$47,302EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$261BOYAmt
EOY$8,462EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,450BOYAmt
EOY$5,293EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$199,021BOYAmt
EOY$180,818EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,818BOYAmt
EOY$17,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,331BOYAmt
EOY$1,331EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,149BOYAmt
EOY$19,041EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$108,402BOYAmt
EOY$103,420EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,470BOYAmt
EOY$58,357EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$178,872BOYAmt
EOY$161,777EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$199,021BOYAmt
EOY$180,818EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$17,095ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$749,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$747,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$403,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$432,746CurrentTaxYearMinus1YearAmt
Current Tax Year$351,991CurrentTaxYearAmt
Total$2,685,715TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$749,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$747,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$403,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$432,746CurrentTaxYearMinus1YearAmt
Current Tax Year$351,991CurrentTaxYearAmt
Total$2,685,715TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$81,279SubstantialContributorsTotAmt
Public Support Total170$2,604,436PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$222CurrentTaxYearAmt
Total$326TotalAmt
FieldValueIRS element (for citing)
Total Support$2,686,041TotalSupportAmt
Gross Receipts Rltd Activities$42,092GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96960PublicSupportCY170Pct
Public Support PY1700.94800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,470DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$9OtherActivitiesAmt
Total Lobbying Expenditures$1,479TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationDURING FY22, THE ORGANIZATION MET WITH MEMBERS OF UTAH'S FEDERAL DELEGATION REGARDING THE PASSAGE OF HR 5129, WHICH IS A NETWORK PRIORITY TO WORK TOWARDS THE REAUTHORIZATION OF THE COMMUNITY SERVICES BLOCK GRANT. THE ORGANIZATION ALSO MET WITH FEDERAL AND STATE LEGISLATORS TO DISCUSS SUPPORT RELATED TO BILLS AROUND RENTER PROTECTIONS (INCLUDING SIGN ON LETTERS), FUNDING FOR ATTAINABLE HOUSING, AND BILLS THAT SUPPORT THE WORK OF NON- PROFIT ORGANIZATIONS, SUCH AS KEEPING SOME CHARITABLE GIVING AS AN ABOVE- THE-LINE EXEMPTION ON TAX RETURNS. THE ORGANIZATION HAD ONE MINOR INSTANCE OF GRASSROOTS LOBBYING WHERE THE EXECUTIVE DIRECTOR SHARED A FACEBOOK POST ENCOURAGING THE PUBLIC TO SUPPORT FUNDING FOR AFFORDABLE HOUSING.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$391,412TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$18,500DonatedServicesAndUseFcltsAmt
Revenue Not Reported$18,500RevenueNotReportedAmt
Revenue Subtotal$372,912RevenueSubtotalAmt
Total Revenue Per Form990$372,912TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$408,507TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$18,500DonatedServicesUseFcltsAmt
Expenses Not Reported$18,500ExpensesNotReportedAmt
Expenses Subtotal$390,007ExpensesSubtotalAmt
Total Expenses Per Form990$390,007TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN IN ITS ANNUAL FILING AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2020.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4BTRAINING & 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 2022, CAP UTAH PROVIDED OVER 1,493 HOURS OF TRAINING AND TECHNICAL ASSISTANCE TO ITS NETWORK AND PARTNERS IN THE STATE. CAP UTAH REACHED 245 DISTINCT INDIVIDUALS FROM 35 ORGANIZATIONS. SOME IMPORTANT TRAININGS OCCURRED VIA THE 2021 VIRTUAL CONFERENCE, 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 549 TOTAL TRAININGS AND CONSULTATIONS PROVIDED. 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.
FORM 990, PAGE 2, PART III, LINE 4CADVOCACY & 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 FY 22. 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 22 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 6THE 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 7ATHE 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 11BTHE 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 12CTHE 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 15AAT 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 19THE 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.