2021-02-26T15:36:22-06:00 2020-09-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2019-10-01 870509521 UTAH COMMUNITY ACTION PARTNERSHIP ASSOCIATION INC UTAH 8014333025 875 E HIGHWAY 193 LAYTON UT 84040 CLINT COTTAM EXECUTIVE DIRECTOR 8014333025 2021-02-26 true SHALAUN T HOWELL CPA P00969274 8012943155 2021-02-26 2019 2022-09-23 18:48:47Z COMMUNITY ACTION PARTNERSHIP UTAH CLINT COTTAM 875 E HIGHWAY 193 LAYTON UT 84040 408462 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 5 136 0 747775 403236 5226 -1504 0 747775 406958 59095 0 242072 254801 0 1303 749563 133607 991635 447503 -243860 -40545 268244 235832 12578 20711 255666 215121 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 235755 58565 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 14,659 LOW AND MODERATE INCOME FAMILIES FILE STATE AND FEDERAL INCOME TAXES FOR FREE. OF THOSE RETURNS, AT LEAST 3,481 HOUSEHOLDS ACCESSED MORE THAN 5,934,447.00 IN EITC CREDITS. 146991 530 5226 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 FY20, CAP UTAH HELD A VIRTUAL CONFERENCE THAT HAD 567 UNDUPLICATED ATTENDEES PARTICIPATE IN 1,932 HOURS OF TRAINING. THE AGENCY ALSO SUPPORTED 8 LOCAL AGENCY DATABASES USED FOR CSBG ANNUAL REPORTING. STAFF ALSO PROVIDED TOOLS AND DATA FOR A STATEWIDE RENTAL ASSISTANCE PROGRAM THAT DISTRIBUTED 14 MILLION DOLLARS OF ASSISTANCE TO 5,869 UNIQUE HOUSEHOLDS FROM APRIL TO DECEMBER 2020. STAFF ALSO PROVIDED 20 SCHOLARSHIPS FOR FISCAL MANAGEMENT TRAINING WHICH WAS NEEDED AS AGENCIES SAW LARGE INCREASES OF CARES ACT RESOURCES COME TO THEIR AGENCIES. THE ORGANIZATION ALSO PARTICIPATED IN US 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. 28389 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 FY20, 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. 411135 true true false true false false false false false false true 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 5 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 55899 0 10050 SANDRA CARPIO BOARD MEMBER 1.00 X 0 0 0 GINA CORNIA BOARD MEMBER 1.00 X 0 0 0 MICHAEL DAY TREASURER 2.00 X X 0 0 0 KIM DIETER BOARD CHAIR 2.00 X X 0 0 0 JENNIFER GODFREY VICE-CHAIR 1.00 X X 0 0 0 CHRIS IPSEN BOARD MEMBER 1.00 X 0 0 0 KEITH LEONARD TREASURER 2.00 X X 0 0 0 LUCAS MARTIN BOARD MEMBER 1.00 X 0 0 0 KAREN MCCANDLESS SECRETARY 1.00 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 55899 10050 false false false 326874 76362 982 403236 MEMBERSHIPS 813910 3994 3994 OTHER INCOME 900099 1232 1232 5226 1504 -1504 -1504 -1504 406958 3722 59095 59095 75348 73042 2253 53 148564 141675 5869 1020 4974 4730 206 38 10806 10233 474 99 15109 14478 554 77 266 75 191 21274 21274 21385 21385 1718 1718 31125 29413 1704 8 21770 21770 15605 14169 1432 4 15978 15978 2356 2327 25 4 1618 966 652 BANK AND MERCHANT FEES 374 1 373 MISCELLANEOUS 138 80 58 447503 411135 35065 1303 147646 156247 67413 111753 1728 652 1862 11582 3000 8193 8582 268244 235832 12578 19380 1331 12578 20711 X 28505 91823 227161 123298 255666 215121 268244 235832 -40545 X true X false false X 614944 861293 749967 747775 403236 3377215 614944 861293 749967 747775 403236 3377215 174908 3202307 64 64 3377279 5226 0.94820 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 139 false true 5 144 false SCHEDULE C, PART II-B, LINE 1 DURING FY20, THE ORGANIZATION'S LOBBYING ACTIVITIES INCLUDED THE FOLLOWING: - ONE SOCIAL MEDIA POST WHICH INCLUDED A CALL TO ACTION ON A SPECIFIC PIECE OF FEDERAL LEGISLATION. - THE ORGANIZATION ENCOURAGED STATE LEGISLATORS TO SPECIFICALLY VOTE IN FAVOR OF TWO BILLS (SB39 - AFFORDABLE HOUSING AMENDMENTS AND HB211 - RENTER EXPENSE DISCLOSURE ACT). THE ORGANIZATION'S PURPOSE WAS TO PROMOTE PROTECTION FOR RENTERS, ADDITIONAL RESOURCES FOR THE OLENE WALKER HOUSING TRUST FUND FOR AFFORDABLE HOUSING DEVELOPMENT, AND RENTAL ASSISTANCE. 11582 3000 8582 8582 X 432211 25253 25253 406958 406958 472756 25253 25253 447503 447503 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 ORGANIZATIONS FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2017. true BEAR RIVER ASSOCIATION OF GOVERNMENTS 170 N MAIN LOGAN UT 84321 870299562 GOV 7501 LOW-INCOME SERVICES FAMILY CONNECTION CENTER 1360 EAST 1450 SOUTH CLEARFIELD UT 84105 870421105 501C3 7450 LOW-INCOME SERVICES FIVE COUNTY ASSOCIATION OF GOVERNMENTS 1070 W 1600 S BLDG B ST GEORGE UT 84770 870304025 GOV 10241 LOW-INCOME SERVICES OGDEN WEBER COMMUNITY ACTION 3159 GRANT AVENUE OGDEN UT 84401 876124938 501C3 7320 LOW-INCOME SERVICES SOUTHEASTERN UTAH ASSOCIATION OF LOCAL GOVERNMENTS 375 S CARBON AVE PO BOX 1106 PRICE UT 84501 870299154 GOV 5896 LOW-INCOME SERVICES SIX COUNTY ASSOCIATION OF GOVERNMENTS 250 N MAIN RICHFIELD UT 84701 870470453 GOV 5872 LOW-INCOME SERVICES UNITED WAY OF UTAH COUNTY 148 N 100 W PROVO UT 84601 942851681 GOV 9361 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. SCHEDULE I, PAGE 4, PART IV THE ORGANIZATION USES THE ACCRUAL BASIS OF ACCOUNTING. FORM 990, PAGE 2, PART III, LINE 4A 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 14,659 LOW AND MODERATE INCOME FAMILIES FILE STATE AND FEDERAL INCOME TAXES FOR FREE. OF THOSE RETURNS, AT LEAST 3,481 HOUSEHOLDS ACCESSED MORE THAN 5,934,447.00 IN EITC CREDITS. 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 FY20, CAP UTAH HELD A VIRTUAL CONFERENCE THAT HAD 567 UNDUPLICATED ATTENDEES PARTICIPATE IN 1,932 HOURS OF TRAINING. THE AGENCY ALSO SUPPORTED 8 LOCAL AGENCY DATABASES USED FOR CSBG ANNUAL REPORTING. STAFF ALSO PROVIDED TOOLS AND DATA FOR A STATEWIDE RENTAL ASSISTANCE PROGRAM THAT DISTRIBUTED 14 MILLION DOLLARS OF ASSISTANCE TO 5,869 UNIQUE HOUSEHOLDS FROM APRIL TO DECEMBER 2020. STAFF ALSO PROVIDED 20 SCHOLARSHIPS FOR FISCAL MANAGEMENT TRAINING WHICH WAS NEEDED AS AGENCIES SAW LARGE INCREASES OF CARES ACT RESOURCES COME TO THEIR AGENCIES. THE ORGANIZATION ALSO PARTICIPATED IN US 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 FY20, 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. 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.