2024-05-06T08:08:10-04:00 2023-12-31 990PF 2023-01-01 876122299 Utah Medical Association Foundation % Michelle McOmber UTAH 8017473500 6820 S 900 E SUITE 300 Midvale UT 84047 Michelle McOmber Sec Treasurer 2024-05-06 true Stephen Adamson P00163066 8012785777 2024-05-06 2023 2023-04-26 12:10:37Z X X 4860271 X 9889 X 207227 207227 207227 92543 441029 92543 0 0 0 0 0 56628 0 56628 366287 299770 263855 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6500 0 6500 0 36564 36564 36564 0 0 0 0 0 6580 0 6580 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25451 0 25451 0 75095 36564 75095 0 157850 178850 232945 36564 75095 178850 133342 263206 188760 58782 40617 40617 164233 163490 163490 0 0 0 0 0 1141 673 0 4210850 4655491 4655491 0 0 0 0 0 0 0 4433865 4860739 4860271 0 0 21000 0 0 0 0 0 0 2313 0 23313 0 X 4410552 4860739 4410552 4860739 4433865 4860739 4410552 133342 316845 4860739 4860739 Public Traded Securities 1468 0 1526 -58 -58 Public Traded Securities 32687 0 30830 1857 1857 Public Traded Securities 11061 0 12639 -1578 -1578 Public Traded Securities 9092 0 9452 -360 -360 Public Traded Securities 22430 0 22993 -563 -563 Public Traded Securities 17434 0 17481 -47 -47 Public Traded Securities 14425 0 15212 -787 -787 Public Traded Securities 43858 0 37958 5900 5900 Public Traded Securities 38 0 34 4 4 Public Traded Securities 3369 0 5050 -1681 -1681 Public Traded Securities 4109 0 3511 598 598 Public Traded Securities 3270 0 3481 -211 -211 Public Traded Securities 77274 0 77240 34 34 Public Traded Securities 15515 0 16765 -1250 -1250 Public Traded Securities 91 0 93 -2 -2 Public Traded Securities 32795 0 30515 2280 2280 Public Traded Securities 6502 0 5517 985 985 Public Traded Securities 7994 0 7805 189 189 Public Traded Securities 119752 0 36703 83049 83049 Public Traded Securities 17865 0 13681 4184 4184 92543 3659 3659 3659 4800 0 0 4800 1141 1141 0 false false false 0 0 0 false false false false true true UT true false false false false true http://www.utamed.org/WCM/Health_Promotion DAnny Despain 8017473500 6820 S 900 E Suite 300 Midvale UT 84047 false false false false false false false false false false false false false false false false false false false false false false Brian Zehnder MC 6108 Oak Canyon Dr Salt Lake City UT 84121 Chairman 1.00 0 0 0 Michelle McOmber MBA 6820 S 900 E Suite 300 Midvale UT 84047 Sec Treasurer 1.00 0 0 0 Suzanne Harrison MD 6820 S 900 E Suite 300 Midvale UT 84047 Director 1.00 0 0 0 Steven K Miller MD 22 S 900 E Salt Lake City UT 84102 Director 1.00 0 0 0 Provided Grants to 21 organizations to provide direct ongoing healthcare services to individuals. These include operational grants for low income clinics support services for youth in abusive situations grief counseling and support and equipment for individuals in rehabilitation. Provided grants to 14 medical students to help support educational expenses. 157850 Provided continuing medical education courses in cooperation with the Utah Medical Association. 17400 Provided education and guidelines regarding controlled substances. 5435 4346066 246679 0 4592745 0 0 4592745 68891 4523854 226193 226193 3659 0 3659 222534 0 222534 0 222534 178850 0 0 0 0 178850 222534 6609 0 178850 6609 172241 0 0 0 0 50293 0 None None Michelle McOmber 6820 S 900 E Suite 300 Midvale UT 84047 8019473500 michelle@utahmed.org Application IRS exemption letter tax return and project budget. April 15 and October 15 Must be to improve and support public health projects facilities education etc. Alliance House Inc 1724 S Main St Salt Lake City UT 84115 No Relationship PC Continued funding for Clubhouse Model Program for Rehabilitation 500 Community Nursing Services 2830 S Redwood Rd West Valley City UT 84119 No Relationship PC Funding charitable immunization program. 3000 First Step House 440 S 500 E Salt Lake City UT 84102 No Relationship PC Funding support for Firs Step House Restorative Pathways Program. 2000 Seekhaven Inc 81 N 300 E Moab UT 84532 No Relationship PC Funding to support domestic violence and sexual assault victim services in Southeastern Utah. 1000 The Inn Between 5554 S Walden Glen Dr Murray UT 84123 No Relationship PC Funding to provide medical housing for the terminally ill. 1000 Volunteers of America Utah 435 W Bearcat Dr Salt Lake City UT 84115 No Relationship PC Funding to support the costs of medications. 2000 Wasatch Forensic Nurses 1565 E 3300 S Salt Lake City UT 84106 No Relationship PC Funding for program operations and on-call pay for sexual assault nurse examiners. 3000 Work Activity Center 1275 W 2320 S West Valley City UT 84120 No Relationship PC Funding to purchase rehabilitative parallel bars and other equipment for the Work Activity Centers Healthy Lifestyles program. 1350 Junior League of Salt Lake City 526 E 300 S Salt Lake City UT 84102 No Relationship PC Funding to support CARE Fair. 4000 Maleheh Free Clinic 415 E 3900 S Salt Lake City UT 84107 No Relationship PC Funding to support the Clinic's 2023 Healthy Families Support program. 20000 Peoples Health Clinic 650 Round Valley Dr Park City UT 84068 No Relationship PC Continued funding for primary health care for low to middle income clients. 25000 Planned Parenthood 654 S 900 E Salt Lake City UT 84102 No Relationship PC Funding to sustain and expand PPAUs Vasectomy Clinic including education consultation and surgical procedures. 5000 Doctors Volunteer Clinic of St George 1036 E Riverside Dr St George UT 84790 No Relationship PC Funding to provide and MA case manager that assists volunteer physicians with patient tracking scheduling etc. 15000 Utah Youth Village 5800 S Highland Dr Holladay UT 84121 No Relationship PC Funding to assist with Utah Youth Village's Families First program. 1000 Community Health Centers Inc 2621 S 3270 W West Valley City UT 84119 No Relationship PC Funding to pay for a Care Coordinator 2500 Fourth Street Clinic 409 W 400S Salt Lake City UT 84101 No Relationship PC Funding primary medical specialty care oral care and behavioral care for the homeless population. 16000 Valley Behavioral Health 4460 S Highland Dr Suite 230 Salt Lake City UT 84124 No Relationship PC Funding to defray the costs of free Health Hygiene Kits to over 500 clients. 3000 Health Access Project 140 W 2100 S Suite 208 Salt Lake City UT 84115 No Relationship PC Funding Health Access Project and specialized case management. 20000 Odyssey House Inc Utah 344 E 100 S Suite 301 Salt Lake City UT 84111 No Relationship PC Funding for 8 new vital signs machines for Odyssey House Midvale clinic. 6000 South Valley Services PO Box 1028 West Jordan UT 84084 No Relationship PC Funding to assist with SVSs Children's Learning Center. 3500 The Sharing Place 1695 E 3300 S Salt Lake City UT 84106 No Relationship PC Funding to provide support of Grief Support Groups for youth. 2000 Various Individuals c/o 6820 S 900 E Suite 300 Midvale UT 84047 None I Medical students grants to support educational costs. 28 grants at $1,500 each. $21,000 of the 2023 distributions were accrued as of 12 31 22. 21000 157850 Continuing Medical Edu 0 0 56628 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 207226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 92544 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 207226 149172 356398 1(a) Providing for continuing medical education courses for Utah physicians is one of the exempt purposes for which the foundation was formed. 8 Sale of publicly traded securities to fund grants as one of the purposes for which the foundation was formed. false false false false false false false true true 1b(6) 17400 Utah Medical Association Salaries and expense for providing CME programs 1c 11689 Utah Medical Association Administrative Fee true Utah Medical Association 501(c)(3) UMA is the sponsoring organization. The foundation shares facilities and pays an administrative fee for use of facilities. Financial review and tax preparation 6500 0 6500 0 Brokerage Account Physicians Wealth Advisors - See Attached 4655491 4655491 Acredidation Expense 2150 0 2150 0 Board and Misc Expense 340 0 340 0 Continuing Medical Education Expense 17400 0 17400 0 Opioid Prescribing Guidelines 5435 0 5435 0 Postage 41 0 41 0 Utah State Corporate Renewal 85 0 85 0 Continuing Medical Education Income 56628 0 56628 Unrealized gains on investments 316845 Federal taxes payable 2313 0 Admin Fee to Utah Medical Association 11689 11689 11689 0 Investment Management Fees 24875 24875 24875 0 Foreign Income Tax Expense 2840 0 2840 0 Federal Excise Tax on Investment 3740 0 3740 0