2022-03-31T12:13:08-05:00 2021-09-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2020-10-01 870509521 UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION INC UTAH 8014333025 875 E HIGHWAY 193 LAYTON UT 84040 CLINT COTTAM EXECUTIVE DIRECTOR 8014333025 2022-03-31 true CLINT COTTAM XXX-XX-XXXX SHALAUN T HOWELL CPA P00969274 8012943155 2022-03-31 2020 2022-09-23 18:48:47Z COMMUNITY ACTION PARTNERSHIP UTAH CLINT COTTAM 875 E HIGHWAY 193 LAYTON UT 84040 448953 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. 11 11 5 486 0 403236 432746 5226 16167 -1504 -6312 0 406958 442601 59095 89803 0 254801 227328 0 147 133607 161719 447503 478850 -40545 -36249 235832 199021 20711 20149 215121 178872 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 226472 89803 EARN IT, KEEP IT, SAVE IT THE ORGANIZATION LEADS A STATEWIDE COALITION OF PARTNERS FROM THE PUBLIC, PRIVATE, AND NONPROFIT SECTORS IN THE EARN IT, KEEP IT, SAVE IT PROGRAM. THIS PROGRAM AIMS TO STRENGTHEN FAMILY FINANCIAL STABILITY THROUGH EARNED INCOME TAX CREDIT OUTREACH, FREE TAX PREPARATION, AND ASSET FORMATION PROGRAMS. IN SPITE OF LOGISTICAL CHALLENGES THAT CLOSED MANY VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES, THE COALITION HELPED OVER 11,211 LOW AND MODERATE INCOME FAMILIES FILE STATE AND FEDERAL INCOME TAXES FOR FREE. OF THOSE RETURNS, AT LEAST 2,163 HOUSEHOLDS ACCESSED MORE THAN 3,677,734 IN EITC CREDITS. 149863 16167 TRAINING & TECHNICAL ASSISTANCE THE ORGANIZATION WORKS IN PARTNERSHIP WITH UTAHS STATE COMMUNITY SERVICES OFFICE TO PROVIDE TRAINING, SUPPORT, AND TECHNICAL ASSISTANCE ON THE COMMUNITY SERVICES BLOCK GRANT TO THE NINE COMMUNITY ACTION AGENCIES IN UTAH. DURING FY21, CAP UTAH HELD A VIRTUAL CONFERENCE THAT HAD 274 UNDUPLICATED ATTENDEES. THE AGENCY PROVIDED AN ADDITIONAL 22 TRAINING EVENTS TO THE NETWORK AND OTHER HUMAN SERVICES PROVIDERS. THE AGENCY ALSO SUPPORTED 8 LOCAL AGENCY DATABASES USED FOR CSBG ANNUAL REPORTING. THE ORGANIZATION ALSO PARTICIPATED IN U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES' HUMAN CAPACITY AND COMMUNITY TRANSFORMATION (HTTC) INITIATIVE THROUGH THE REGIONAL PERFORMANCE AND INNOVATION CONSORTIUM (REGION 8 RPIC). THROUGH THIS PROCESS, THE AGENCY WAS ABLE TO IDENTIFY CHARACTERISTICS AND INITIATIVES FROM TWO COMMUNITY ACTION AGENCIES IN UTAH THAT MOVE FAMILIES FROM POVERTY. 65562 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. DURING FY21, CAP UTAH GATHERED AND ANALYZED DATA FROM COMMUNITY ACTION AGENCIES TO INFORM STATE AND FEDERAL OFFICIALS ABOUT NEEDS RELATED TO HOUSING, FOOD, AND OTHER EMERGENCY SERVICES. THE ORGANIZATION PARTNERED WITH OTHER ADVOCACY GROUPS TO EXPLAIN MORATORIUM ON EVICTIONS AND THE NEEDS OF COMMUNITY ACTION AGENCIES WHICH EXPERIENCED UP TO 650% GROWTH IN SOME PROGRAMS. CAP UTAH ALSO HELD TWO POVERTY SIMULATIONS THAT ENGAGED OVER 175 UNDUPLICATED INDIVIDUALS IN BETTER UNDERSTANDING THE CAUSES AND CONDITIONS OF POVERTY IN UTAH. ATTENDEES INCLUDED LOCAL ELECTED OFFICIALS, HUMAN SERVICES PROVIDERS, EDUCATORS, FAITH-BASED LEADERS, AND OTHER COMMUNITY MEMBERS. 441897 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 true 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 11 11 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 57931 0 8818 SANDRA CARPIO BOARD MEMBER 1.00 X 0 0 0 GINA CORNIA BOARD MEMBER 1.00 X 0 0 0 MICHAEL DAY TREASURER 3.00 X X 0 0 0 KIM DIETER BOARD CHAIR 2.00 X X 0 0 0 JENNIFER GODFREY VICE-CHAIR 2.00 X X 0 0 0 CHRIS IPSEN BOARD MEMBER 1.00 X 0 0 0 LUCAS MARTIN BOARD MEMBER 1.00 X 0 0 0 KAREN MCCANDLESS SECRETARY 2.00 X X 0 0 0 PAM MORRISON BOARD MEMBER 1.00 X 0 0 0 JULIE ROSIER BOARD MEMBER 1.00 X 0 0 0 JASON WILDE PAST CHAIR 1.00 X X 0 0 0 57931 8818 false false false 415719 17027 432746 MEMBERSHIPS 813910 8130 8130 CONSULTING SERVICES 541900 6413 6413 OTHER INCOME 900099 1624 1624 16167 40 40 6352 -6352 -6352 -6352 442601 9815 40 89803 89803 78367 71750 6507 110 122588 122408 164 16 5352 5352 5447 5447 15574 15112 454 8 25556 25556 15000 15000 4615 4615 18882 18555 323 4 43819 43643 176 8959 8319 634 6 10849 10849 22433 22433 2230 2014 216 2152 1243 906 3 LICENSES AND DUES 3630 2494 1136 SUPPLIES 2756 2756 BANK AND MERCHANT FEES 581 581 MISCELLANEOUS 153 153 104 104 478850 441897 36806 147 156247 128308 67413 66002 1728 261 1862 4450 8582 235832 199021 19380 18818 1331 1331 20711 20149 X 91823 108402 123298 70470 215121 178872 235832 199021 -36249 X true X false true false X 861293 749967 747775 403236 432746 3195017 861293 749967 747775 403236 432746 3195017 166098 3028919 64 40 104 3195121 21393 0.94800 0.94820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 242 false true 46 288 false SCHEDULE C, PART II-B, LINE 1 DURING FY21, THE ORGANIZATION'S LOBBYING ACTIVITIES INCLUDED THE FOLLOWING: - DIRECTLY LOBBYING FOR HR 5129 CSBG REAUTHORIZATION - LOBBYING FOR HOMELESS AND HOUSING BILLS DURING 2021 UTAH LEGISLATIVE SESSION - LOBBYING FOR "INVEST IN UTAH COALITION," PROVIDING RECOMMENDATIONS FOR HOW THE UTAH STATE LEGISLATURE SHOULD SPEND STATE BUDGET SURPLUS AND AMERICAN RESCUE PLAN FUNDS X 469421 26820 26820 442601 442601 505670 26820 26820 478850 478850 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 2018. true BEAR RIVER ASSOCIATION OF GOVERNMENTS 170 N MAIN LOGAN UT 84321 870299562 GOV 8000 LOW-INCOME SERVICES FIVE COUNTY ASSOCIATION OF GOVERNMENTS 1070 W 1600 S BLDG B ST GEORGE UT 84770 870304025 GOV 12223 LOW-INCOME SERVICES OGDEN WEBER COMMUNITY ACTION 3159 GRANT AVENUE OGDEN UT 84401 876124938 501C3 9108 LOW-INCOME SERVICES SIX COUNTY ASSOCIATION OF GOVERNMENTS 250 N MAIN RICHFIELD UT 84701 870470453 GOV 5670 LOW-INCOME SERVICES SOUTHEASTERN UTAH ASSOCIATION OF LOCAL GOVERNMENTS 375 S CARBON AVE PO BOX 1106 PRICE UT 84501 870299154 GOV 6302 LOW-INCOME SERVICES TAX HELP UTAH 265 E 100 S STE 290 SALT LAKE CITY UT 84111 851046259 501C3 20236 VITA PROGRAM UINTAH BASIN ASSOCIATION OF GOVERNMENTS 330 E 100 S ROOSEVELT UT 84066 870298599 GOV 5650 LOW-INCOME SERVICES UNITED WAY OF UTAH COUNTY 148 N 100 W PROVO UT 84601 942851681 GOV 17919 LOW-INCOME SERVICES 8 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. 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 UTAHS STATE COMMUNITY SERVICES OFFICE TO PROVIDE TRAINING, SUPPORT, AND TECHNICAL ASSISTANCE ON THE COMMUNITY SERVICES BLOCK GRANT TO THE NINE COMMUNITY ACTION AGENCIES IN UTAH. DURING FY21, CAP UTAH HELD A VIRTUAL CONFERENCE THAT HAD 274 UNDUPLICATED ATTENDEES. THE AGENCY PROVIDED AN ADDITIONAL 22 TRAINING EVENTS TO THE NETWORK AND OTHER HUMAN SERVICES PROVIDERS. THE AGENCY ALSO SUPPORTED 8 LOCAL AGENCY DATABASES USED FOR CSBG ANNUAL REPORTING. THE ORGANIZATION ALSO PARTICIPATED IN U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES' HUMAN CAPACITY AND COMMUNITY TRANSFORMATION (HTTC) INITIATIVE THROUGH THE REGIONAL PERFORMANCE AND INNOVATION CONSORTIUM (REGION 8 RPIC). THROUGH THIS PROCESS, THE AGENCY WAS ABLE TO IDENTIFY CHARACTERISTICS AND INITIATIVES FROM TWO COMMUNITY ACTION AGENCIES IN UTAH THAT MOVE FAMILIES FROM POVERTY. 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. DURING FY21, CAP UTAH GATHERED AND ANALYZED DATA FROM COMMUNITY ACTION AGENCIES TO INFORM STATE AND FEDERAL OFFICIALS ABOUT NEEDS RELATED TO HOUSING, FOOD, AND OTHER EMERGENCY SERVICES. THE ORGANIZATION PARTNERED WITH OTHER ADVOCACY GROUPS TO EXPLAIN MORATORIUM ON EVICTIONS AND THE NEEDS OF COMMUNITY ACTION AGENCIES WHICH EXPERIENCED UP TO 650% GROWTH IN SOME PROGRAMS. CAP UTAH ALSO HELD TWO POVERTY SIMULATIONS THAT ENGAGED OVER 175 UNDUPLICATED INDIVIDUALS IN BETTER UNDERSTANDING THE CAUSES AND CONDITIONS OF POVERTY IN UTAH. ATTENDEES INCLUDED LOCAL ELECTED OFFICIALS, HUMAN SERVICES PROVIDERS, EDUCATORS, FAITH-BASED LEADERS, AND OTHER COMMUNITY MEMBERS. 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.