2024-11-11T20:56:44-05:00 2023-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2023-01-01 870282380 UNITED JEWISH FEDERATION OF UTAH UNIT 8015810102 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 ALEX SHAPIRO EXECUTIVE DIRECTOR 8015810102 2024-11-10 true true SHALAUN T HOWELL CPA P00969274 8012943155 2024-11-11 2023 2024-10-15 13:58:12Z ALEX SHAPIRO 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 2364763 false X WWW.SHALOMUTAH.ORG X 1957 UT THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE. 17 17 6 35 0 1249120 2152401 180434 7043 13147 33479 -8813 -4075 1433888 2188848 720955 1304166 0 220810 302516 0 108234 338927 244329 1280692 1851011 153196 337837 1652038 2056727 91282 104294 1560756 1952433 X THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE. false false 1593740 1304166 7043 THE UNITED JEWISH FEDERATION OF UTAH IS AN INCLUSIVE, VOLUNTEER-DRIVEN ORGANIZATION DEDICATED TO PRESERVING, ENRICHING, AND CARING FOR THE UTAH JEWISH COMMUNITY AND JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD. THE FEDERATION SERVES THE LOCAL COMMUNITY THROUGH A NUMBER OF MONTHLY PROGRAMS. THE ORGANIZATION ALSO PROVIDES COMMUNITY AND OVERSEAS FUNDING TO SUPPORT THE JEWISH COMMUNITY. IN 2023 THE ORGANIZATION ALSO FOCUSED ON EDUCATION, SUPPORT OF JEWISH COMMUNITY DURING A CHALLENGING TIME, COLLABORATED AND ORGANIZED COMMUNITY PROGRAMS AIMED REDUCING HATE, BIAS, AND BIGOTRY. THE AGENCY COMMITTED TO ENHANCING ITS SECURITY THROUGH THE HIRING OF A JEWISH COMMUNITY SECURITY ADVISOR. THE ORGANIZATION ALSO ASSUMED AND TOOK ON RESPONSIBILITY FOR HILLEL FOR UTAH, THE COLLEGE CAMPUS JEWISH YOUTH GROUP. 1593740 true true false false false false false false false false false false false false false true true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 0 0 6 true false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false UT X X ELENA WEISSBURD 8015810102 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 ALEX SHAPIRO EXECUTIVE DI 40.00 X 103544 0 0 JODIE SOBEL PRESIDENT 3.00 X X 0 0 0 RON ZAMIR VICE PRESIDE 3.00 X X 0 0 0 MARK BAER VICE PRESIDE 3.00 X X 0 0 0 JIM SCHALLHEIM TREASURER 1.00 X X 0 0 0 AMY GOODMAN SECRETARY 2.00 X X 0 0 0 DGANIT HERZIG SLOVIK PAST PRESIDE 1.00 X X 0 0 0 JUDI AMSEL BOARD MEMBER 1.00 X 0 0 0 LISA BERNATH BOARD MEMBER 1.00 X 0 0 0 ZOE CALAHORRA BOARD MEMBER 1.00 X 0 0 0 DANIELLE FELDMAN KARR BOARD MEMBER 1.00 X 0 0 0 MICHAEL HOROWITZ BOARD MEMBER 1.00 X 0 0 0 SAM KIPPER BOARD MEMBER 1.00 X 0 0 0 CAROL LEVY BOARD MEMBER 2.00 X 0 0 0 SHAINA QUINN BOARD MEMBER 1.00 X 0 0 0 MICHELE SACKHEIM WEIN BOARD MEMBER 3.00 X 0 0 0 SHERRI ZIGMAN BOARD MEMBER 3.00 X 0 0 0 MIKE ZUHL BOARD MEMBER 1.00 X 0 0 0 103544 1 false false false 9000 2143401 114134 2152401 COMMUNITY EVENT REGISTRATIONS 713990 7043 7043 7043 35227 35227 143477 145225 -1748 -1748 -1748 26615 9000 30690 -4075 -4075 2188848 7043 29404 1304166 1304166 115620 40467 23124 52029 157294 86912 51179 19203 3163 1136 1219 808 5400 2310 1080 2010 21039 9877 5764 5398 4475 4475 76 76 86857 84074 32 2751 3510 1217 2293 29742 8493 14228 7021 9720 3240 3240 3240 3230 1360 929 941 6609 2008 4601 3685 129 3428 128 SUPPLIES 35849 33729 443 1677 BAD DEBT 28100 28100 CATERING 12119 12119 BANK AND MERCHANT FEES 11305 405 10900 9052 2503 4421 2128 1851011 1593740 149037 108234 244970 558904 654335 660830 93310 53584 1002 1404 4763 10915 653658 771090 1652038 2056727 91282 94294 10000 91282 104294 X 1505885 1596266 54871 356167 1560756 1952433 1652038 2056727 X 337837 53840 X false true X true false X 566045 841631 930893 1249120 2152401 5740090 566045 841631 930893 1249120 2152401 5740090 354229 5385861 17369 6559 2200 12319 35227 73674 5813764 279387 0.92640 0.87310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2199666 53840 -42946 10894 2188772 76 76 2188848 1807989 1807989 76 42946 43022 1851011 SCHEDULE D, PAGE 3, PART X THE FEDERATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A). THE FEDERATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FEDERATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. MANAGEMENT BELIEVES THAT THE FEDERATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN IN ITS ANNUAL FILING AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERATION'S FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2020. SCHEDULE D, PAGE 4, PART XI, LINE 2D GROSS AMOUNTS RAISED ON BEHALF OF OTHERS -44,550 SPECIAL EVENT EXPENSES 1,604 SCHEDULE D, PAGE 4, PART XII, LINE 4B GROSS AMOUNTS RAISED ON BEHALF OF OTHERS 44,550 SPECIAL EVENT EXPENSES -1,604 SUMMER PARTY 35615 9000 26615 28636 450 1604 35615 9000 26615 28636 450 1604 30690 -4075 true MCGILLIS SCHOOL 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 753048375 501C3 10000 EDUCATION CONGREGATION KOL AMI 2425 HERITAGE WAY SALT LAKE CITY UT 84109 870293863 501C3 47300 YOUTH PROGRAMS TEMPLE HAR SHALOM PO BOX 681236 PARK CITY UT 84068 870543584 501C3 36000 YOUTH PROGRAMS JEWISH COMMUNITY CENTER 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 870238425 501C3 50500 PROGRAMMING JEWISH FAMILY SERVICE 1111 E BRICKYARD ROAD STE 218 SALT LAKE CITY UT 84106 870227089 501C3 29250 SOCIAL SERVICE AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501C3 72114 SOCIAL SERVICE HILLEL FOR UTAH 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 821577447 501C3 17000 ENGAGEMENT CHABAD LUBAVITCH OF UTAH 1760 SOUTH 1100 EAST SALT LAKE CITY UT 84105 870500798 501C3 10500 ENGAGEMENT THE JEWISH FEDERATION OF NORTH AMER 25 BROADWAY 1700 NEW YORK NY 10004 131624240 501C3 877495 SOCIAL SERVICE HAROLD GRINSPOON FOUNDATION 67 HUNT ST STE 100 AGAWAM MA 01001 046685725 501C3 22167 EDUCATION ENGAGEMENT JEWISH AGENCY ISRAEL NORTH AMERICA 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 230053483 501C3 18000 SOCIAL SERVICE SECURE COMMUNITY NETWORK INC PO BOX 10303 CHICAGO IL 60610 201437733 501C3 54420 COMMUNITY SAFETY 12 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION'S GRANTS ARE ISSUED UNDER A FORMAL GRANT CONTRACT OUTLINING THE TERMS OF THE GRANTS, INCLUDING THE EXPECTATIONS FOR USE OF FUNDS. THESE CONTRACTS ARE SIGNED BY THE ORGANIZATION AND THE RECEIPIENT. RECIPIENTS ARE REQUIRED TO PROVIDE FORMAL MID-YEAR AND END OF YEAR REPORTING DEMONSTRATING HOW THE GRANT AWARD WAS SPENT COMPARED TO BUDGETED AMOUNTS AND THE PROGRAMMATIC OUTCOMES THAT WERE ACHIEVED. COMPLIANCE WITH THE GRANT REPORTING REQUIREMENTS IS REQUIRED IN ORDER FOR A RECIPIENT TO BE ELIGIBLE TO PARTICIPATE IN THE NEXT GRANT CYCLE. X 13 114134 QUOTED VALUE AT DONATION false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS DISCLOSING THE TOTAL NUMBER OF DONATIONS (NOT THE NUMBER OF DONATED ITEMS). FORM 990, PART III DURING THE YEAR ENDED DECEMBER 31, 2022, THE FEDERATION SPONSORED TWO HUMANITARIAN MISSIONS. THE MISSIONS ALLOWED MEMBERS OF THE JEWISH COMMUNITY IN UTAH TO DEEPEN CONNECTION TO JEWISH IDENTITY AND TO SERVE THOSE IN THE WORLDWIDE JEWISH COMMUNITY. THE FEDERATION ASSESSED HUMANITARIAN MISSION TRAVEL FEES TO COVER THE PARTICIPANTS' COST OF TRAVEL. THESE MISSIONS CONSISTED OF THE FOLLOWING: ARGENTINA- TWENTY-EIGHT TRAVELERS SPENT TIME LEARNING HOW THEIR FINANCIAL SUPPORT WOULD CONTRIBUTE TO THE BENEFIT OF LOCAL JEWISH LIFE IN ARGENTINA. THEY ALSO LEARNED HOW TO ENGAGE WITH COMMUNITY LEADERS TO ACHIEVE SOLUTIONS TO ONGOING CHALLENGES THAT FACE ARGENTINE JEWRY. AGENCIES SUPPORTED DURING THIS HUMANITARIAN MISSION INCLUDED COMMUNITY MEDICINE BANKS, SENIOR RESIDENCE HOUSING, ELEMENTARY SCHOOLS, AND OTHERS. UKRAINE & POLAND- SUBSEQUENT TO THE BEGINNING OF THE WAR IN UKRAINE IN EARLY FEBRUARY 2022, THE FEDERATION MADE A LOCAL FINANCIAL APPEAL THAT WAS TARGETED TO SUPPORT THOSE IN THE JEWISH COMMUNITY OF UKRAINE WHO WERE SUFFERING DUE TO THE WAR. ULTIMATELY, NEARLY 300,000 WAS RAISED ALONG WITH APPROXIMATELY 800 POUNDS OF DONOR-DESIGNATED OVER THE COUNTER MEDICINES. FEDERATION REPRESENTATIVES PERSONALLY DELIVERED THE MEDICATIONS AND WERE ABLE TO WITNESS HOW THE WAR WAS AFFECTING THE JEWISH COMMUNITY IN THE AREA. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR, ACCOUNTANT, AND BOARD TREASURER FOR ACCURACY AND REASONABILITY. IN ADDITION, THE ENTIRE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 TO REVIEW AND IS GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE ORGANIZATIONS CONFLICT OF INTEREST POLICY. IN ADDITION, EACH OFFICER OR DIRECTOR IS REQUIRED TO COMPLETE AN ACKNOWLEDGEMENT EVIDENCING THAT THEY REVIEWED THE POLICY AND TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. NEW OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE POLICY AND COMPLETE THE ACKNOWLEDGEMENT WHEN THEY ARE HIRED OR WHEN THEIR TERM BEGINS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING ALL POTENTIAL CONFLICTS AND DETERMINING THE APPROPRIATE COURSE OF ACTION TO ELIMINATE OR MITIGATE THE RISKS POSED. RESPONSES TYPICALLY INCLUDE RECUSING THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DELIBERATION AND VOTING ON ANY ISSUE RELATED TO THE POTENTIAL CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED BY THE ORGANIZATIONS BOARD OF DIRECTORS, ALL OF WHICH ARE INDEPENDENT OF THE EXECUTIVE DIRECTOR. IN DETERMINING EXECUTIVE DIRECTOR COMPENSATION, THE BOARD REFERENCES NATIONAL AND REGIONAL SALARY STATISTICS FOR FEDERATIONS AND ORGANIZATIONS OF SIMILAR SIZE. THE DELIBERATION AND DETERMINATION OF EXECUTIVE DIRECTOR COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE ORGANIZATIONS BOARD MINUTES AND ANNUAL BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION'S OFFICES. FORM 990, PART XI, LINE 9 GROSS AMOUNTS RAISED ON BEHALF OF OTHERS -44,550 SPECIAL EVENT EXPENSES 1,604 GROSS AMOUNTS RAISED ON BEHALF OF OTHERS 44,550 SPECIAL EVENT EXPENSES -1,604