UTAHS PROMISE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UTAHS PROMISE (EIN 87-0227091)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-11
- IRS object ID
- 202500709349301330
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-11T12:24:30-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870227091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH'S PROMISE | BusinessNameLine1Txt |
| Business Name Line2 | FKA UNITED WAY OF SALT LAKE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTAH | BusinessNameControlTxt |
| Phone | 8017368929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 EAST 200 SOUTH 300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHA PAREKH | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 8017368929 | PhoneNum |
| Signature | 2025-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2025-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | BILL CRIM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 EAST 200 SOUTH 300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,311,515 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTAHSPROMISE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | UT | LegalDomicileStateCd |
| Activity Or Mission | WE BUILD POWERFUL CROSS-SECTOR PARTNERSHIPS TO HELP EVERY UTAHN ACHIEVE THEIR POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 101 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,994,530 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,083,697 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $862,545 | PYInvestmentIncomeAmt |
| CY Investment Income | $563,670 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$33,501 | PYOtherRevenueAmt |
| CY Other Revenue | $13,319 | CYOtherRevenueAmt |
| PY Total Revenue | $14,945,443 | PYTotalRevenueAmt |
| CY Total Revenue | $4,660,686 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,935,930 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,519,041 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,171,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,049,592 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $787,797 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,425,786 | PYOtherExpensesAmt |
| CY Other Expenses | $901,954 | CYOtherExpensesAmt |
| PY Total Expenses | $15,533,322 | PYTotalExpensesAmt |
| CY Total Expenses | $12,470,587 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$587,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,809,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,897,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,681,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,783,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,714,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,114,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,966,400 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UTAH'S PROMISE (UP) IS COMMITTED TO 100% OF KIDS AND FAMILIES THRIVING. WE UNIFY LEADERS, PARTNERS, COMMUNITIES AND SYSTEMS TO ACHIEVE THAT PROMISE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,640,577 | ExpenseAmt |
| Grant | $7,519,041 | GrantAmt |
| Desc | UTAH'S PROMISE IS WORKING ON SOME OF THE MOST DIFFICULT CHALLENGES WE FACE AS A COMMUNITY: POVERTY, POOR HEALTH, AND LAGGING EDUCATIONAL ACHIEVEMENT. WE UNIFY LEADERS, PARTNERS, COMMUNITIES, AND SYSTEMS TO ALIGN RESOURCES AND SHARED ACCOUNTABILITY. TOGETHER WITH OUR PARTNERS, WE ARE PURSUING LASTING SOCIAL CHANGE BY REMOVING BARRIERS AND FOCUSING RESOURCES ON IMPROVING EDUCATION AND ACCESS TO BASIC NEEDS SERVICES SO 100% OF UTAH KIDS AND FAMILIES CAN THRIVE. PROMISE PARTNERSHIP UTAH IS PART OF THE UTAH'S PROMISE ORGANIZATION. PROMISE PARTNERSHIP UTAH IS THE STATE'S CROSS-SECTOR, CRADLE-TO-CAREER COLLECTIVE IMPACT ORGANIZATION THAT WORKS TO ALIGN, SHARE, AND DEPLOY RESOURCES TO IMPROVE OUTCOMES AND REDUCE DISPARITIES IN: 1) KINDERGARTEN READINESS; 2) THIRD-GRADE READING; 3) EIGHTH-GRADE MATH: 4) HIGH SCHOOL GRADUATION; 5) POSTSECONDARY READINESS; 6) POSTSECONDARY COMPLETION; 7) HEALTH; AND 8) FINANCIAL STABILITY. WE BUILD PARTNERSHIPS IN THE PUBLIC AND PRIVATE SECTORS TO SUPPORT STUDENT SUCCESS IN PROMISE COMMUNITY SCHOOLS, IN PROMISE COMMUNITIES, AND WITHIN LARGER SYSTEMS THAT SERVE CHILDREN AND FAMILIES. | Desc |
| Total Program Service Expenses | $10,640,577 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 101 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELA MATTHES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8017367702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 EAST 200 SOUTH SUITE 300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BILL CRIM | ||||||||
| PRESIDENT & CEO | 25.00 | 25.00 | Yes (X) | Yes (X) | $216,883 | $0 | $13,743 | |
| KIRK AUBRY | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHAWN NEWELL | ||||||||
| CORPORATE SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKELLE MOORE | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASHA PAREKH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN CALL | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEELAM CHAND | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILTON COLLINS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE CRAWFORD | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN GARDNER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOE HICKEY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRYSTAL LOW | ||||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN MCADAMS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHIE MILLER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NUBIA PENA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA MATTHES | ||||||||
| CHIEF FINANCIAL OFFICER | 20.00 | 20.00 | Yes (X) | $145,980 | $0 | $9,615 | ||
| PETER MOES | ||||||||
| CHIEF DEVELOPMENT OFFICER | 20.00 | 20.00 | $141,386 | $0 | $23,958 | Yes (X) | ||
| KAT JOHNSON | ||||||||
| CHIEF OF STAFF | 20.00 | 20.00 | $121,800 | $0 | $7,580 | Yes (X) | ||
| CHRISTINA-MAI JUST | ||||||||
| CHIEF EQUITY OFFICER | 20.00 | 20.00 | $126,947 | $0 | $24,254 | Yes (X) | ||
| JAMIE KANEKO | ||||||||
| VICE PRESIDENT OF STRATEGIC COMMUNICATIONS AND MAR | 20.00 | 20.00 | $121,800 | $0 | $17,818 | Yes (X) | ||
| AMY TERPSTRA | ||||||||
| CHIEF IMPACT OFFICER | 20.00 | 20.00 | $140,250 | $0 | $8,838 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,015,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,806 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CICERO GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 N RIO GRANDE ST | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $116,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,378,332 | GovernmentGrantsAmt |
| All Other Contributions | $2,705,365 | AllOtherContributionsAmt |
| Noncash Contributions | $102,663 | NoncashContributionsAmt |
| Total Contributions | $4,083,697 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541,556 | TotalRevenueColumnAmt |
| Exclusion | $541,556 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,672,943 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,650,829 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,114 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,114 | TotalRevenueColumnAmt |
| Exclusion | $22,114 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $13,319 | TotalRevenueColumnAmt |
| Exclusion | $13,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,319 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,660,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $576,989 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,487,821 | TotalAmt |
| Program Services | $7,487,821 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,220 | TotalAmt |
| Program Services | $31,220 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,221 | TotalAmt |
| Program Services | $251,097 | ProgramServicesAmt |
| Management And General | $62,298 | ManagementAndGeneralAmt |
| Fundraising | $72,826 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,007,217 | TotalAmt |
| Program Services | $1,955,104 | ProgramServicesAmt |
| Management And General | $485,065 | ManagementAndGeneralAmt |
| Fundraising | $567,048 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,059 | TotalAmt |
| Program Services | $89,107 | ProgramServicesAmt |
| Management And General | $22,108 | ManagementAndGeneralAmt |
| Fundraising | $25,844 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,899 | TotalAmt |
| Program Services | $178,050 | ProgramServicesAmt |
| Management And General | $44,190 | ManagementAndGeneralAmt |
| Fundraising | $51,659 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,196 | TotalAmt |
| Program Services | $245,196 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,550 | TotalAmt |
| Management And General | $16,550 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,044 | TotalAmt |
| Management And General | $65,044 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,108 | TotalAmt |
| Management And General | $103,108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,946 | TotalAmt |
| Program Services | $90,488 | ProgramServicesAmt |
| Management And General | $104,458 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,521 | TotalAmt |
| Management And General | $71,521 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,348 | TotalAmt |
| Program Services | $66,964 | ProgramServicesAmt |
| Management And General | $41,345 | ManagementAndGeneralAmt |
| Fundraising | $42,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,902 | TotalAmt |
| Program Services | $67,824 | ProgramServicesAmt |
| Management And General | $21,010 | ManagementAndGeneralAmt |
| Fundraising | $23,068 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,297 | TotalAmt |
| Program Services | $81,297 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,258 | TotalAmt |
| Program Services | $72,258 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,012 | TotalAmt |
| Program Services | $8,183 | ProgramServicesAmt |
| Management And General | $5,516 | ManagementAndGeneralAmt |
| Fundraising | $5,313 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Total | $15,968 | TotalAmt |
| Program Services | $15,968 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,470,587 | TotalAmt |
| Program Services | $10,640,577 | ProgramServicesAmt |
| Management And General | $1,042,213 | ManagementAndGeneralAmt |
| Fundraising | $787,797 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,017,325 | BOYAmt |
| EOY | $3,247,187 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,239,470 | BOYAmt |
| EOY | $6,162,587 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,285 | BOYAmt |
| EOY | $84,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $942,430 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $638,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,603 | BOYAmt |
| EOY | $303,958 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,101,820 | BOYAmt |
| EOY | $4,839,446 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,097,405 | BOYAmt |
| EOY | $5,044,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,897,908 | BOYAmt |
| EOY | $19,681,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,520 | BOYAmt |
| EOY | $1,094,263 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,093 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,608 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,355 | BOYAmt |
| EOY | $620,723 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,783,576 | BOYAmt |
| EOY | $1,714,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,784,683 | BOYAmt |
| EOY | $11,706,329 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,329,649 | BOYAmt |
| EOY | $6,260,071 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,114,332 | BOYAmt |
| EOY | $17,966,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,897,908 | BOYAmt |
| EOY | $19,681,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,809,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $661,969 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,321,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,496,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,887,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,994,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,083,697 | CurrentTaxYearAmt |
| Total | $67,784,703 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,321,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,496,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,887,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,994,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,083,697 | CurrentTaxYearAmt |
| Total | $67,784,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,219,092 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,565,611 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541,556 | CurrentTaxYearAmt |
| Total | $1,634,070 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $337,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,319 | CurrentTaxYearAmt |
| Total | $506,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,925,277 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $444,153 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $795,096 | CurrentYearMinus3Amt |
| Current Year Minus2 | $858,612 | CurrentYearMinus2Amt |
| Current Year Minus1 | $926,666 | CurrentYearMinus1Amt |
| Total | $2,580,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,870,561 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,204 | CurrentYearMinus3Amt |
| Current Year Minus2 | $53,816 | CurrentYearMinus2Amt |
| Current Year Minus1 | $95,435 | CurrentYearMinus1Amt |
| Total | $158,455 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $198,774 | CurrentYearMinus3Amt |
| Current Year Minus2 | $214,653 | CurrentYearMinus2Amt |
| Current Year Minus1 | $231,667 | CurrentYearMinus1Amt |
| Total | $645,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $967,641 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,598 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,821 | CurrentYearMinus2Amt |
| Current Year Minus1 | $44,180 | CurrentYearMinus1Amt |
| Total | $63,599 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,419,971 | BeginningYearBalanceAmt |
| Other Expenditures | $1,419,971 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,504,534 | BeginningYearBalanceAmt |
| Contributions | $27,800 | ContributionsAmt |
| Investment Earnings Or Losses | $153,899 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $266,262 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,419,971 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,858,021 | BeginningYearBalanceAmt |
| Contributions | $31,490 | ContributionsAmt |
| Investment Earnings Or Losses | -$237,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $147,584 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,504,534 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,529,190 | BeginningYearBalanceAmt |
| Contributions | $44,384 | ContributionsAmt |
| Investment Earnings Or Losses | $412,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $112,100 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,490 | AdministrativeExpensesAmt |
| End Year Balance | $1,858,021 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,640,886 | BeginningYearBalanceAmt |
| Contributions | $10,500 | ContributionsAmt |
| Investment Earnings Or Losses | $20,984 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $106,805 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,702 | OtherExpendituresAmt |
| Administrative Expenses | $14,673 | AdministrativeExpensesAmt |
| End Year Balance | $1,529,190 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,257 | DepreciationAmt |
| Book Value | $9,577 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $506,215 | DepreciationAmt |
| Book Value | $294,381 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $303,958 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $1,542 |
| LEASE DEPOSIT | $18,535 |
| UNITE US SOFTWARE LICENSE | $509,127 |
| RIGHT OF USE ASSET | $472,495 |
| INTERCOMPANY RECEIVABLES | $4,042,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,044,117 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE PAYOFF PAYABLE | $37,844 |
| LEASE LIABILITY | $582,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $620,723 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,937,286 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $661,969 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $96,299 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $13,053,042 | OtherRevenueAmt |
| Revenue Not Reported | $13,811,310 | RevenueNotReportedAmt |
| Revenue Subtotal | -$2,874,024 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $103,108 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,431,602 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,534,710 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,660,686 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,162,521 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $96,299 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,130,345 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,226,644 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,935,877 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $103,108 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,431,602 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,534,710 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,470,587 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DISTRIBUTION OF ENDOWMENT FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE MADE WHEN DEEMED APPROPRIATE. A GUIDELINE FOR DISTRIBUTIONS FROM THE ENDOWMENT FUND EARNINGS, ON A FISCAL YEAR BASIS, IS DEFINED AS 50% OF THE INVESTED INCOME GROWTH OF THE ENDOWMENT FUNDS, UNLESS OTHERWISE RECOMMENDED BY THE BOARD OF DIRECTORS. THE ENDOWMENT WAS TRANSFERRED FROM UTAH'S PROMISE FORMERLY KNOWN AS UNITED WAY OF SALT LAKE TO UNITED WAY OF GREATER SALT LAKE. |
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS FROM OUTSIDE EXPERTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY OR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNITED WAY OF GREATER SALT LAKE REVENUE NOT INCLUDED ON RETURN 13,053,042. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRY TO ADD BACK TRANSFER OF ASSETS 7,431,602. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNITED WAY OF GREATER SALT LAKE EXPENSES 10,130,345. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRY TO ADD BACK TRANSFER OF ASSETS 7,431,602. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF GREATER SALT LAKE | ||||||||
| 257 EAST 200 SOUTH | SALT LAKE CITY | UT | 84111 | 932854627 | 501(C)(3) | $7,431,602 | $0 | OPERATIONAL SUPPORT |
| CURLY ME | ||||||||
| PO BOX 2353 | SALT LAKE CITY | UT | 84111 | 824672598 | 501(C)(3) | $43,500 | $0 | OPERATIONAL SUPPORT |
| VOICES FOR UTAH CHILDREN | ||||||||
| 747 E S TEMPLE ST | SALT LAKE CITY | UT | 84102 | 870428873 | 501(C)(3) | $6,000 | $0 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INDIVIDUAL ASSISTANCE | GrantTypeTxt |
| Recipient | 568 | RecipientCnt |
| Cash Grant | $31,220 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION GIVES GRANTS TO COMMUNITY PARTNERS THAT ARE ALIGNED WITH THE ORGANIZATION'S GOALS. NO MONITORING IS CONSIDERED NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BILL CRIM | ||||||||||||||
| PRESIDENT & CEO | $216,883 | $0 | $0 | $0 | $0 | $0 | $12,997 | $0 | $746 | $0 | $230,626 | $0 | $0 | $0 |
| PETER MOES | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $141,386 | $0 | $0 | $0 | $0 | $0 | $8,301 | $0 | $15,657 | $0 | $165,344 | $0 | $0 | $0 |
| ANGELA MATTHES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $145,980 | $0 | $0 | $0 | $0 | $0 | $8,732 | $0 | $883 | $0 | $155,595 | $0 | $0 | $0 |
| CHRISTINA-MAI JUST | ||||||||||||||
| CHIEF EQUITY OFFICER | $126,947 | $0 | $0 | $0 | $0 | $0 | $7,907 | $0 | $16,347 | $0 | $151,201 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,663 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | NONCASH DONATIONS OF STOCK ARE PROCESSED AND SOLD BY THE ORGANIZATION'S BROKERAGE FIRM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNING BOARD HAS GIVEN A BOARD COMMITTEE, COLLECTIVE IMPACT COUNCIL, AUTHORITY TO REVIEW ALL GRANTS, APPROVE GRANTS UNDER $25,000 UP TO A CUMULATIVE MONTHLY TOTAL OF $100,000, AND RECOMMEND GRANTS ABOVE $25,000 TO THE FULL BOARD FOR APPROVAL. CEO AND CIO HAVE AUTHORITY TO APPROVE GRANTS UP TO $5,000, NOT TO EXCEED $10,000 IN APPROVAL EACH MONTH. THE GOVERNING BOARD AUTHORIZES A REPRESENTATIVE COMMUNITY PANEL TO MAKE GRANT DECISIONS EQUAL TO OR LESS THAN 10% OF ITS OVERALL GRANTS BUDGET. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE CEO & CFO, AND THE FINANCE COMMITTEE OF THE UP BOARD. A COPY OF THE FORM 990 IS THEN GIVEN TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE ETHICS OFFICER, WHO IS THE CHAIR OF THE GOVERNANCE AND ETHICS COMMITTEE, THE GOVERNANCE AND ETHICS COMMITTEE ITSELF, AND BY THE FULL BOARD. ANY POTENTIAL ISSUES ARE PURSUED AND RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | UP'S EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF THE OFFICERS OF THE BOARD AND SETS THE COMPENSATION FOR THE SENIOR MANAGEMENT TEAM. UP USES PAYSCALE TO MAINTAIN AN ONGOING DATA SET OF COMPARABLE SALARY INFORMATION AND ESTABLISHES PAY GRADES AND RANGES FOR EACH POSITION IN THE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE USES THAT DATA, AS WELL AS COMPENSATION STUDIES, TO DETERMINE RECOMMENDED COMPENSATION LEVELS. RECOMMENDATIONS OF THE EXECUTIVE COMPENSATION COMMITTEE ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | UP MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE HOMEPAGE OF ITS WEBSITE. |