2025-03-11T12:24:30-05:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 870227091 UTAH'S PROMISE FKA UNITED WAY OF SALT LAKE UTAH 8017368929 257 EAST 200 SOUTH 300 SALT LAKE CITY UT 84111 ASHA PAREKH BOARD CHAIR 8017368929 2025-03-05 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-03-05 2023 2025-03-06 01:10:19Z X BILL CRIM 257 EAST 200 SOUTH 300 SALT LAKE CITY UT 84111 14311515 0 X WWW.UTAHSPROMISE.ORG X 1904 UT WE BUILD POWERFUL CROSS-SECTOR PARTNERSHIPS TO HELP EVERY UTAHN ACHIEVE THEIR POTENTIAL. 14 13 101 115 0 0 13994530 4083697 121869 0 862545 563670 -33501 13319 14945443 4660686 4935930 7519041 0 0 7171606 4049592 0 0 787797 3425786 901954 15533322 12470587 -587879 -7809901 28897908 19681386 3783576 1714986 25114332 17966400 X UTAH'S PROMISE (UP) IS COMMITTED TO 100% OF KIDS AND FAMILIES THRIVING. WE UNIFY LEADERS, PARTNERS, COMMUNITIES AND SYSTEMS TO ACHIEVE THAT PROMISE. 0 0 10640577 7519041 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. 10640577 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 55 0 1 101 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 UT X X ANGELA MATTHES 8017367702 257 EAST 200 SOUTH SUITE 300 SALT LAKE CITY UT 84111 BILL CRIM PRESIDENT & CEO 25.00 25.00 X X 216883 0 13743 KIRK AUBRY CHAIR 1.00 X X 0 0 0 SHAWN NEWELL CORPORATE SECRETARY 1.00 X X 0 0 0 MIKELLE MOORE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ASHA PAREKH VICE CHAIR 1.00 X X 0 0 0 LAUREN CALL MEMBER 1.00 X 0 0 0 NEELAM CHAND MEMBER 1.00 X 0 0 0 MILTON COLLINS MEMBER 1.00 X 0 0 0 MICHELLE CRAWFORD MEMBER 1.00 X 0 0 0 CHRISTIAN GARDNER MEMBER 1.00 X 0 0 0 MOE HICKEY MEMBER 1.00 X 0 0 0 CRYSTAL LOW MEMBER 1.00 1.00 X 0 0 0 BEN MCADAMS MEMBER 1.00 X 0 0 0 KATHIE MILLER MEMBER 1.00 X 0 0 0 NUBIA PENA MEMBER 1.00 X 0 0 0 ANGELA MATTHES CHIEF FINANCIAL OFFICER 20.00 20.00 X 145980 0 9615 PETER MOES CHIEF DEVELOPMENT OFFICER 20.00 20.00 X 141386 0 23958 KAT JOHNSON CHIEF OF STAFF 20.00 20.00 X 121800 0 7580 CHRISTINA-MAI JUST CHIEF EQUITY OFFICER 20.00 20.00 X 126947 0 24254 JAMIE KANEKO VICE PRESIDENT OF STRATEGIC COMMUNICATIONS AND MAR 20.00 20.00 X 121800 0 17818 AMY TERPSTRA CHIEF IMPACT OFFICER 20.00 20.00 X 140250 0 8838 1015046 0 105806 10 0 1 0 CICERO GROUP 35 N RIO GRANDE ST SALT LAKE CITY UT 84101 CONSULTING 116500 1 1378332 2705365 102663 4083697 541556 541556 9672943 9650829 22114 22114 22114 MISCELLANEOUS REVENUE 624100 13319 13319 13319 4660686 0 0 576989 7487821 7487821 31220 31220 386221 251097 62298 72826 3007217 1955104 485065 567048 137059 89107 22108 25844 273899 178050 44190 51659 245196 245196 16550 16550 65044 65044 103108 103108 194946 90488 104458 71521 71521 150348 66964 41345 42039 111902 67824 21010 23068 81297 81297 72258 72258 19012 8183 5516 5313 OTHER 15968 15968 12470587 10640577 1042213 787797 9017325 3247187 6239470 6162587 40000 0 27285 84091 942430 638472 374603 303958 11101820 4839446 2097405 5044117 28897908 19681386 1476520 1094263 608093 0 806608 0 892355 620723 3783576 1714986 X 15784683 11706329 9329649 6260071 25114332 17966400 28897908 19681386 -7809901 661969 0 X 0 1 X 1 0 X 21321888 17496671 10887917 13994530 4083697 67784703 21321888 17496671 10887917 13994530 4083697 67784703 13219092 54565611 201096 137807 157192 596419 541556 1634070 337244 40859 23720 91362 13319 506504 69925277 444153 0.78030 0.80360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 795096 858612 926666 2580374 3870561 9204 53816 95435 158455 198774 214653 231667 645094 967641 3598 15821 44180 63599 1419971 1419971 1504534 27800 153899 266262 1419971 1858021 31490 -237393 147584 1504534 1529190 44384 412037 112100 15490 1858021 1640886 10500 20984 106805 21702 14673 1529190 0 0 141834 132257 9577 800596 506215 294381 303958 OTHER RECEIVABLES 1542 LEASE DEPOSIT 18535 UNITE US SOFTWARE LICENSE 509127 RIGHT OF USE ASSET 472495 INTERCOMPANY RECEIVABLES 4042418 5044117 LEASE PAYOFF PAYABLE 37844 LEASE LIABILITY 582879 620723 X 10937286 661969 96299 13053042 13811310 -2874024 103108 7431602 7534710 4660686 15162521 96299 10130345 10226644 4935877 103108 7431602 7534710 12470587 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. 1 UNITED WAY OF GREATER SALT LAKE 257 EAST 200 SOUTH SALT LAKE CITY UT 84111 932854627 501(C)(3) 7431602 0 OPERATIONAL SUPPORT CURLY ME PO BOX 2353 SALT LAKE CITY UT 84111 824672598 501(C)(3) 43500 0 OPERATIONAL SUPPORT VOICES FOR UTAH CHILDREN 747 E S TEMPLE ST SALT LAKE CITY UT 84102 870428873 501(C)(3) 6000 0 OPERATIONAL SUPPORT 3 INDIVIDUAL ASSISTANCE 568 31220 PART I, LINE 2: THE ORGANIZATION GIVES GRANTS TO COMMUNITY PARTNERS THAT ARE ALIGNED WITH THE ORGANIZATION'S GOALS. NO MONITORING IS CONSIDERED NECESSARY. X X X X 0 0 0 0 0 0 0 0 0 BILL CRIM PRESIDENT & CEO 216883 0 0 0 0 0 12997 0 746 0 230626 0 0 0 PETER MOES CHIEF DEVELOPMENT OFFICER 141386 0 0 0 0 0 8301 0 15657 0 165344 0 0 0 ANGELA MATTHES CHIEF FINANCIAL OFFICER 145980 0 0 0 0 0 8732 0 883 0 155595 0 0 0 CHRISTINA-MAI JUST CHIEF EQUITY OFFICER 126947 0 0 0 0 0 7907 0 16347 0 151201 0 0 0 X 1 102663 MARKET VALUE 0 1 1 PART I, LINE 32B: NONCASH DONATIONS OF STOCK ARE PROCESSED AND SOLD BY THE ORGANIZATION'S BROKERAGE FIRM. 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.