2026-02-05T14:40:36-06:00 2025-06-30 202253063 TANNER LLP 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2024-07-01 870227091 UTAH'S PROMISE UTAH 8017368929 257 EAST 200 SOUTH 300 SALT LAKE CITY UT 84111 ASHA PAREKH BOARD CHAIR 8017368929 2026-01-13 1 0 MARC A METCALF P00170461 8015327444 2026-01-13 2024 2025-03-06 01:10:19Z X BILL CRIM 257 EAST 200 SOUTH 300 SALT LAKE CITY UT 84111 10964914 0 X WWW.UTAHSPROMISE.ORG X 1904 UT WE BUILD POWERFUL CROSS-SECTOR PARTNERSHIPS TO HELP EVERY UTAHN ACHIEVE THEIR POTENTIAL. 16 15 104 120 0 0 4083697 8878905 0 135562 563670 496754 13319 0 4660686 9511221 7519041 3303852 0 0 4049592 3346149 0 0 390707 901954 523941 12470587 7173942 -7809901 2337279 19681386 21182549 1714986 711210 17966400 20471339 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 5976293 3303852 135562 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 FOCUSINGRESOURCES 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. 5976293 1 1 0 1 0 0 0 0 0 0 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 0 0 0 0 0 1 0 0 0 1 37 0 104 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 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 ASHA PAREKH CHAIR 1.00 X 0 0 0 BENJAMIN MCADAMS BOARD MEMBER 1.00 X 0 0 0 BRIAN MCCALLION BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN GARDNER BOARD MEMBER 1.00 X 0 0 0 DAKOTA MATHERLY BOARD MEMBER 1.00 X 0 0 0 KATHIE MILLER BOARD MEMBER 1.00 X 0 0 0 LAUREN CALL BOARD MEMBER 1.00 X 0 0 0 MICHELLE CRAWFORD BOARD MEMBER 1.00 X 0 0 0 MIKELLE MOORE BOARD MEMBER 1.00 X 0 0 0 MILTON COLLINS BOARD MEMBER 1.00 X 0 0 0 MOE HICKEY BOARD MEMBER 1.00 X 0 0 0 NEELAM CHAND BOARD MEMBER 1.00 X 0 0 0 NUBIA PEA BOARD MEMBER 1.00 X 0 0 0 SCOTT SPERRY VICE CHAIR 1.00 X 0 0 0 SHAWN NEWELL TREASURER 1.00 X 0 0 0 BILL CRIM PRESIDENT & CEO 25.00 25.00 X 241599 0 0 ANGELA MATTHES CHIEF FINANCIAL OFFICER 25.00 25.00 X 159500 0 0 AMY AHRENS TERPSTRA CHIEF IMPACT OFFICER 25.00 25.00 X 153061 0 0 CHRISTINA-MAI JUST CHIEF EQUITY OFFICER 25.00 25.00 X 142439 0 0 KAT JOHNSON CHIEF OF STAFF 25.00 25.00 X 126317 0 0 JAMIE KANEKO VP OF STRATEGIC COMMUNICATIONS 25.00 25.00 X 131385 0 0 ELIZABETH GARBE VP OF PUBLIC POLICY 25.00 25.00 X 123762 0 0 1078063 0 0 7 0 1 0 0 7873662 1005243 8878905 PROGRAM REVENUE 624100 135562 135562 135562 427314 427314 1523133 1453693 69440 69440 69440 9511221 135562 0 496754 3294352 3294352 9500 9500 1078064 763881 230376 83807 1704379 1207668 364215 132496 153185 108542 32735 11908 193057 136794 41255 15008 217464 154088 46471 16905 41440 22761 8094 10585 48290 48290 110191 60523 21522 28146 85921 56048 -18365 48238 116009 47949 34569 33491 55735 61216 9249 -14730 14438 12159 -2862 5141 COMMUNICATIONS 30160 32527 -20997 18630 OTHER 21757 8285 12390 1082 7173942 5976293 806942 390707 3247187 4366404 6162587 6699263 84091 18783 955656 738025 303958 217631 4839446 5075318 5044117 4805150 19681386 21182549 1094263 433833 0 3112 620723 274265 1714986 711210 X 11706329 13566299 6260071 6905040 17966400 20471339 19681386 21182549 2337279 167660 0 X 0 1 X 1 0 X 17496671 10887917 13994530 4083697 8250524 54713339 17496671 10887917 13994530 4083697 8250524 54713339 13551547 41161792 137807 157192 596419 541556 427314 1860288 40859 23720 91362 13319 169260 56742887 316561 0.72540 0.78030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 858612 926666 0 0 1785278 2677917 53816 95435 0 0 149251 214653 231667 0 0 446320 669480 15821 44180 0 0 60001 1419971 1419971 1504534 27800 153899 266262 1419971 1858021 31490 -237393 147584 1504534 1529190 44384 412037 112100 15490 1858021 141834 136547 5287 813822 601478 212344 217631 OTHER RECEIVABLES 361 INTERCOMPANY RECEIVABLES 4564585 SALES TAX REFUND 275 ROU ASSET 221394 LEASE DEPOSIT 18535 4805150 LEASE LIABILITY 274265 274265 X 15896300 167660 40000 8970090 9177750 6718550 48290 2744381 2792671 9511221 12754153 40000 8332882 8372882 4381271 48290 2744381 2792671 7173942 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE ORGANIZATION MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNITED WAY OF GREATER SALT LAKE AUDITED REVENUE NOT INCLUDED ON RETURN 8,970,090. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY 2,744,381. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNITED WAY OF GREATER SALT LAKE AUDITED EXPENSES NOT INCLUDED ON RETURN 8,332,882. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRY 2,744,381. 1 414 SALT LAKE CENTER FOR SCIENCE EDUCATION 1400 W GOODWIN AVE SALT LAKE CITY UT 84116 UNITED STATES SALT LAKE CITY UT 84116 742563849 501(C)(3) 0 156600 EXPANDED EDUCATIONAL OPPORTUNITIES FOR YOUTH WHO ATTEND SLCSE (ROSE PARK) BY ENGAGING THE COMMUNITY, BUILDING OUT A WELL-BEING ROOM AND EXPANDING EXPERIENTIAL LEARNING UNITED WAY OF SALT LAKE 257 E 200 S SUITE 300 SALT LAKE CITY UT 84111 932854627 501(C)(3) 0 2744381 FY25 UP GRANT TO UWSL (FY24 & FY25 211 EXPENSES) 2 SCHOLARSHIPS 19 9500 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 215394 0 0 0 26205 0 0 0 0 0 241599 0 0 0 ANGELA MATTHES CHIEF FINANCIAL OFFICER 149637 0 0 0 9863 0 0 0 0 0 159500 0 0 0 AMY AHRENS TERPSTRA CHIEF IMPACT OFFICER 143961 0 0 0 9100 0 0 0 0 0 153061 0 0 0 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. UNITED WAY OF GREATER SALT LAKE DBA UNITED WAY OF SALT LAKE 257 E 200 S SUITE 300 SALT LAKE CITY UT 84111 932854627 MOBILIZES PEOPLE AND RESOURCES TO SUPPORT BASIC NEEDS AND EDUCATION UT 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0