2023-08-01T16:56:43-04:00 2022-09-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2021-10-01 870509521 UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION INC UTAH 8014333025 875 E HIGHWAY 193 LAYTON UT 84040 CLINT COTTAM EXECUTIVE DIRECTOR 8014333025 2022-07-31 true CLINT COTTAM XXX-XX-XXXX SHALAUN T HOWELL CPA P00969274 8012943155 2023-08-01 2021 2023-04-26 12:10:37Z COMMUNITY ACTION PARTNERSHIP UTAH CLINT COTTAM 875 E HIGHWAY 193 LAYTON UT 84040 372912 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 5 94 0 432746 351991 16167 20699 -6312 222 0 442601 372912 89803 0 0 227328 228628 0 1293 161719 161379 478850 390007 -36249 -17095 199021 180818 20149 19041 178872 161777 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 4673 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 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. 257951 20699 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 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. 88817 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 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. 351441 true true false true 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 false false false false false false false false false false false false true 3 0 5 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 61424 0 12469 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 KIM COOPER SECRETARY 1.00 X X 0 0 0 MICHAEL DAY TREASURER 1.00 X X 0 0 0 JULIE ROSIER TREASURER 3.00 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 SANDRA CARPIO BOARD MEMBER 1.00 X 0 0 0 61424 12469 false false false 342693 9298 351991 MEMBERSHIPS 813910 11441 11441 CONSULTING SERVICES 541900 8351 8351 OTHER INCOME 900099 907 907 20699 222 222 372912 20699 222 85063 75456 8542 1065 117351 117351 4129 4129 6131 5865 229 37 15954 15511 375 68 1395 1395 23643 23643 13675 13675 532 140 367 25 10622 10076 522 24 49416 48920 482 14 5400 5143 230 27 20975 19954 1021 27015 27015 2566 1690 874 2 LICENSES AND DUES 3968 3791 146 31 MISCELLANEOUS 1037 997 40 BANK AND MERCHANT FEES 731 183 548 FOOD AND BEVERAGE 404 150 254 390007 351441 37273 1293 128308 119761 66002 47302 261 8462 4450 5293 199021 180818 18818 17710 1331 1331 20149 19041 X 108402 103420 70470 58357 178872 161777 199021 180818 -17095 X true X false true false X 749967 747775 403236 432746 351991 2685715 749967 747775 403236 432746 351991 2685715 81279 2604436 64 40 222 326 2686041 42092 0.96960 0.94800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 1470 false true 9 1479 false SCHEDULE C, PART II-B, LINE 1 DURING 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. X 391412 18500 18500 372912 372912 408507 18500 18500 390007 390007 SCHEDULE D, PAGE 3, PART X THE 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. 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 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 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 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 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.