2017-11-20T09:02:55-08:00 2016-12-31 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2016-01-01 330373000 UNITED THROUGH READING UNIT 8584817323 1455 FRAZEE ROAD SAN DIEGO CA 92108 SALLY ZOLL CEO 2017-07-17 true STEVEN W NORTHCOTE P00085554 6192947200 X 2016 2017-02-10 21:41:12Z X SALLY ZOLL EDD 1455 FRAZEE ROAD SUITE 500 SAN DIEGO CA 92108 1638603 false false X HTTP://WWW.UNITEDTHROUGHREADING.ORG X 1989 CA UNITED THROUGH READING UNITES MILITARY FAMILIES FACING PHYSICAL SEPARATION BY FACILITATING THE BONDING EXPERIENCE OF READING ALOUD TOGETHER. 18 18 10 533 0 953644 1118602 0 925 906 157428 265166 1111997 1384674 0 0 999512 820288 0 129482 384330 464231 1383842 1284519 -271845 100155 632699 932124 79298 275102 553401 657022 UNITED THROUGH READING UNITES MILITARY FAMILIES FACING PHYSICAL SEPARATION BY FACILITATING THE BONDING EXPERIENCE OF READING ALOUD TOGETHER. false false 935113 MILITARY PROGRAM - UNITED THROUGH READING HELPS EASE THE STRESS OF SEPARATION FOR MILITARY FAMILIES BY OFFERING SERVICE MEMBERS WHO ARE SEPARATED FROM THEIR FAMILIES THE OPPORTUNITY TO BE VIDEO-RECORDED READING BOOKS TO THEIR CHILDREN AT HOME FROM LOCATIONS AROUND THE WORLD. 935113 true true false false false false false false false true true false false true false true true false false false false false false false true 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 true 10 0 true 10 false false false false false false false true true false 0 false false false false false false false false false false X 18 18 false false false false false true true true true false false true true true true true true true true false CA X SALLY ZOLL 8584817323 1455 FRAZEE ROAD SUITE 500 SAN DIEGO CA 92108 SALLY ZOLL EDD CEO 40.00 0.00 X X 145741 0 0 FRAN HOLIAN Trustee 2.20 0.00 X 0 0 0 DEBORAH L BELL Trustee 2.20 0.00 X 0 0 0 DWAYNE JUNKER Trustee 2.20 0.00 X 0 0 0 DOUGLAS STEWART VICE CHAIRMAN 2.20 0.00 X X 0 0 0 SARAH FARNSWORTH Trustee 2.20 0.00 X 0 0 0 MIKE BRADSHAW Trustee 2.20 0.00 X 0 0 0 JEFF MADER Chairman 2.20 0.00 X X 0 0 0 JIM ZORTMAN Trustee 2.20 0.00 X 0 0 0 ANNEMARIE GUMATAOTAO PHD Trustee 2.20 0.00 X 0 0 0 ROGER ZAKHEIM Trustee 2.20 0.00 X 0 0 0 CMSGT DENISE M JELINKSKI-HALL Secretary 2.20 0.00 X X 0 0 0 REBECCA HALL Trustee 2.20 0.00 X 0 0 0 TONY MITCHELL Trustee 2.20 0.00 X 0 0 0 Sean McHugh CFO 2.20 0.00 X X 0 0 0 CHARLES VAN VECHTEN Trustee 2.20 0.00 X 0 0 0 Jamie Moraga Trustee 2.20 0.00 X 0 0 0 Brian J Roehrkasse Trustee 2.20 0.00 X 0 0 0 145741 1 false false false 0 169 12300 1106133 179183 1118602 0 906 906 0 0 0 0 519095 12300 253929 265166 265166 0 0 0 1384674 266072 0 0 0 0 145741 113643 10237 21861 0 674547 535295 48742 90510 0 0 0 0 0 0 0 0 0 87017 57962 21651 7404 0 3129 2849 280 0 0 13304 11772 638 894 0 0 0 0 0 406 325 32 49 8544 6835 684 1025 IN-KIND DONATIONS 179183 45204 133385 594 BOOKS 51474 51474 TRANSPORTATION/MILEAGE/MEALS 41912 41912 Printing and Publications 18819 15055 1521 2243 60443 52787 3034 4622 1284519 935113 219924 129482 358075 641845 201462 201867 14570 17010 0 0 0 0 0 6231 15981 68637 68637 406 0 0 0 0 0 51955 55421 632699 932124 79298 89602 185500 79298 275102 X 439380 587704 68710 22408 45311 46910 553401 657022 632699 932124 100155 3466 X false true X true false X 1721013 1530580 1300504 1111072 1383768 7046937 0 0 1721013 1530580 1300504 1111072 1383768 7046937 3003511 4043426 233 375 415 925 906 2854 0 0 7049791 0.57360 0.55760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51955 3969 503 55421 52983 -626 402 51955 51183 2184 384 52983 45140 6390 347 51183 40115 5337 312 45140 1.00000 true false false 68637 68637 INVESTMENT IN RANCHO SANTA FE FOUNDATION 26340 INVESTMENT IN SAN DIEGO FOUNDATION 29081 55421 X 1770121 3466 128052 253929 385447 1384674 1384674 1666500 128052 253929 381981 1284519 1284519 Part V, Line 4: Intended uses of the endowment fund. The endowment funds are in permanently restricted accounts where currently there is no use of the income or dividends from the funds. There is no intention of using the interest income until the fund balance increases. Part X : FIN48 Footnote The Organization is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization is not a private foundation.The Organizations Return of Organization Exempt from Income Tax for the years ended December 31, 2016, 2015, 2014 and 2013 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENT EXPENSES $253929 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $253929 X X X X X false TRIBUTE TO MILITARY FAMILIES 276550 1450 275100 51679 94601 STORYBOOK BALL 254845 10850 243995 43550 64099 531395 12300 519095 95229 158700 253929 265166 X 47112 X AUCTION ITEMS 117812 X OTHER 10409 X FOOD 450 X AIRLINE TICKETS 3400 false false false Client Note 1 Client Note 1 - FORM 990, PAGE 5, PART V, QUESTION 2A & 2B: STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE:2a: UTR has entered into an agreement with a PEO (professional employer organization) Insperity to establish a three-way relationship between UTR, our employees and the PEO. UTR and the PEO are co-employers, instead of the traditional employer company/employee relationship. The PEO takes responsibility for HR administration and compliance, for which it charges a service fee. Under this agreement Insperity has paid 10 employees during 2016. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body United Through Reading is governed by the Board of Trustees. The Board of Trustees revised the Bylaws for the organization in 2008 to more accurately reflect updated governing strategies and guidelines. The Bylaws mandate that there be the following committees: Executive, Finance, Development/Communications, Technology, and Strategic Planning. The Audit committee is a sub-function of the Finance Committee. All decisions of the board are made only when a quorum is present and a majority or two-thirds vote (depending on the type of vote) approves. The Board of Trustees has an approved conflict of interest policy, a code of ethics and conduct policy, document retention and destruction policy, a whistleblower policy, a cash reserves policy, a compensation determination policy, and a policy to guide their decisions on strategic alliances. All of these support the Trustees in their governance. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders All decisions of the Board of Trustees are voted on as mandated by the Bylaws with quorum in place. All decisions are recorded in the minutes which are available for public reading. Form 990, Part VI, Line 11b: Form 990 Review Process The Audit Committee reviews the Form 990. Once it is approved by the Audit Committee it is then submitted to the Board for final approval. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 1. Each new Trustee is presented with the Conflict of Interest policy during the 3 to 4 hour Trustee orientation. After the orientation is over the Trustee is asked if he or she understands the policy and is asked to sign the Conflict of Interest statement.2. Annually, all Trustees review the Conflict of Interest policy and are asked to sign the Conflict of Interest statement for the following year. All statements are kept on file in the United Through Reading office.3. The Executive Committee is the committee within the Board that monitors any contracts/transactions that could potentially create a conflict of interest. Minutes from that committee's meetings will show discussion of conflict of interest.4. The officers and members of the Board are aware through the written Conflict of Interest policy, which is kept in their annually updated handbook, and through verbal reminders at meetings of their obligation to reveal a conflict of interest if it exists. Board members recuse themselves and are required to physically leave any discussion or vote when a conflict of interest might exist. Chairs of committees and of the Board follow the written procedures provided by the Conflict of Interest policy. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Board of Trustees has a "Policy on Process for Determining Compensation" as approved by the Board of Trustees in 2008 and is maintained in the Board Binder. It states:a) The Policy on the Process for Determining Compensation within the United Through Reading organization applies to the compensation of the Chief Executive Officer and other senior management.b) The process includes all of these elements: (1) review and approval by the Board of Trustees; (2) use of data as to comparable compensation; and (3) contemporaneous documentation and recordkeeping. *Review and approval. The compensation of the person is reviewed and approved by the Board of Trustees of United Through Reading, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. *Use of data as to comparable compensation. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. *Contemporaneous documentation and recording keeping. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND IRS DETERMINATION LETTER ON GUIDESTAR. Amended Explanation THE 2016 EXEMPT ORGANIZATION RETURN IS BEING AMENDED TO CORRECT THE LIST OF TRUSTEES ON FORM 990 PART VII, SECTION A. REBECCA HALL WAS A NON-COMPENSATED TRUSTEE IN 2016 BUT WAS NOT LISTED ON THE ORIGINALLY FILED RETURN.