2024-11-15T12:44:31-05:00 2023-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2023-01-01 870199245 UTAH FOUNDATION UTAH 8013551400 PO BOX 387 SALT LAKE CITY UT 841100387 SHAWN TEIGEN PRESIDENT 8013551400 2024-11-07 true true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2024-11-15 2023 2024-10-15 13:58:12Z SHAWN TEIGEN PO BOX 387 SALT LAKE CITY UT 841100387 496334 false X HTTP://WWW.UTAHFOUNDATION.ORG/ X 1945 UT UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. 17 17 4 3 0 423756 410839 78496 69500 1174 15995 0 503426 496334 0 0 440194 430615 0 21405 64044 80029 504238 510644 -812 -14310 595180 568817 62510 50457 532670 518360 X UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. false false 450154 69500 OUR WORK IN 2022 IS GUIDING POLICY LEADERS. WE HAVE MADE A DIRECT IMPACT ON HOUSING POLICY. WE ARE SHEDDING BRIGHT NEW LIGHT ON UTAHS SOCIAL FABRIC, UNDERSTANDING POLICE RECRUITMENT AND RETENTION, PUSHING ENERGY EFFICIENCY, OPENING OPPORTUNITIES FOR POST-SECONDARY EDUCATION, INFORMING INFILL DEVELOPMENT, AND TRACKING UTAHNS QUALITY OF LIFE. WE PARTICIPATED IN CONFERENCES, HEARINGS OF PUBLIC BODIES AND SYMPOSIA, AND MET WITH DOZENS OF CIVIC LEADERS AND ELECTED OFFICIALS. OUR WORK WAS COVERED IN THE NEWS MEDIA MORE THAN 75 TIMES. WITH 14 MAJOR REPORTS, 12 OP-EDS, 11 PODCASTS, SIX SIGNIFICANT STATISTICS POSTS, THREE VIDEOS, THREE BREAKFAST BRIEFINGS, AND ONE BRIEF, THE UTAH FOUNDATION ENDED 2022 WITH 50 UNIQUE WORK PRODUCTS. THAT IS NEARLY ONE WORK PRODUCT PER WEEK. UTAH FOUNDATION PRODUCED THE FOLLOWING DURING 2022: - 11 PODCASTS - 14 MAJOR REPORTS - RECEIVED 3 NATIONAL HONORS - PRODUCED 6 SIGNIFICANT STATISTICS - HELD 4 EVENTS - PRODUCED 12 OP-ED ARTICLES - PRODUCED 3 ONLINE VIDEOS - HAD OVER 75 MEDIA APPEARANCES 450154 true true false false false false false false false false false false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 5 0 4 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 true false true true true true false false true false false UT X SHAWN TEIGEN 8013551400 PO BOX 387 SALT LAKE CITY UT 841100387 SHAWN TEIGEN PRESIDENT 50.00 X 146827 0 17862 BENJAMIN BROWN TRUSTEE 1.00 X 0 0 0 DIRK BURTON TRUSTEE 1.00 X 0 0 0 JONATHAN CAMPBELL TRUSTEE 1.00 X 0 0 0 CARLTON CHRISTENSEN TRUSTEE 1.00 X 0 0 0 DENISE DRAGOO TRUSTEE 1.00 X 0 0 0 ALEX EATON TRUSTEE 1.00 X 0 0 0 MICHAEL GREGORY TRUSTEE 1.00 X 0 0 0 ANDREW GRUBER TRUSTEE 1.00 X 0 0 0 JULIE HATCHETT TRUSTEE 1.00 X 0 0 0 ANNALISA HOLCOMBE VICE CHAIR 1.00 X X 0 0 0 ALLY ISOM TRUSTEE 1.00 X 0 0 0 BRENT JENSON TRUSTEE 1.00 X 0 0 0 CATHERINE KANTER TRUSTEE 1.00 X 0 0 0 RICHARD LAMBERT TRUSTEE 1.00 X 0 0 0 LINDA MAKIN TRUSTEE 1.00 X 0 0 0 DUSTIN MATSUMORI TRUSTEE 1.00 X 0 0 0 KELLY MENDENHALL SECRETARY 1.00 X X 0 0 0 SCOTT PARSON TREASURER 1.00 X X 0 0 0 STANLEY ROSENZWEIG TRUSTEE 1.00 X 0 0 0 ART TURNER CHAIR 1.00 X X 0 0 0 CHAD WESTOVER TRUSTEE 1.00 X 0 0 0 MONICA ZOLTANSKI TRUSTEE 1.00 X 0 0 0 146827 17862 1 false true false 201989 208850 410839 PROGRAM EVENTS 35000 35000 CONSULTING INCOME 34500 34500 69500 15995 15995 496334 69500 15995 147000 117600 14700 14700 218439 213451 4778 210 31019 28394 1207 1418 4983 4220 712 51 29174 26429 1555 1190 6215 6215 23028 19704 3324 20351 19756 281 314 14002 11545 1164 1293 4731 3832 426 473 2225 2225 MISCELLANEOUS 6553 4408 490 1655 BANK CHARGES 1787 1787 LIBRARY 1007 815 91 101 LICENSE & PERMITS 135 135 -5 -5 510644 450154 39085 21405 545179 487098 15000 13390 70840 21611 10879 595180 568817 40899 50532 21611 -75 62510 50457 X 532670 518360 532670 518360 595180 568817 -14310 X false true X true false X 490281 539105 618381 423756 410839 2482362 128150 118081 84150 78496 69500 478377 618431 657186 702531 502252 480339 2960739 221600 207416 284500 217000 204500 1135016 23816 23428 47244 245416 230844 284500 217000 204500 1182260 1778479 16 20 32 1174 15995 17237 16 20 32 1174 15995 17237 618447 657206 702563 503426 496334 2977976 0.59720 0.61100 0.01000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED LEASE LIABILITY -75 -75 496334 496334 496334 510644 510644 510644 X false false false false false false false false false SHAWN TEIGEN PRESIDENT 146827 17862 164689 FORM 990 - ORGANIZATION'S MISSION UTAH FOUNDATION'S MISSION IS TO PRODUCE OBJECTIVE, THOROUGH AND WELL- REASONED RESEARCH AND ANALYSIS THAT PROMOTES THE EFFECTIVE USE OF PUBLIC RESOURCES, A THRIVING ECONOMY, A WELL-PREPARED WORKFORCE AND A HIGH QUALITY OF LIFE FOR UTAHNS. UTAH FOUNDATION SEEKS TO HELP DECISION-MAKERS AND CITIZENS UNDERSTAND AND ADDRESS COMPLEX ISSUES. UTAH FOUNDATION ALSO OFFERS CONSTRUCTIVE GUIDANCE TO IMPROVE GOVERNMENTAL POLICIES, PROGRAMS AND STRUCTURES. UTAH FOUNDATION IS AN INDEPENDENT, NONPARTISAN, NONPROFIT RESEARCH ORGANIZATION. FORM 990, PAGE 2, PART III, LINE 4A OUR WORK IN 2022 IS GUIDING POLICY LEADERS. WE HAVE MADE A DIRECT IMPACT ON HOUSING POLICY. WE ARE SHEDDING BRIGHT NEW LIGHT ON UTAHS SOCIAL FABRIC, UNDERSTANDING POLICE RECRUITMENT AND RETENTION, PUSHING ENERGY EFFICIENCY, OPENING OPPORTUNITIES FOR POST-SECONDARY EDUCATION, INFORMING INFILL DEVELOPMENT, AND TRACKING UTAHNS QUALITY OF LIFE. WE PARTICIPATED IN CONFERENCES, HEARINGS OF PUBLIC BODIES AND SYMPOSIA, AND MET WITH DOZENS OF CIVIC LEADERS AND ELECTED OFFICIALS. OUR WORK WAS COVERED IN THE NEWS MEDIA MORE THAN 75 TIMES. WITH 14 MAJOR REPORTS, 12 OP-EDS, 11 PODCASTS, SIX SIGNIFICANT STATISTICS POSTS, THREE VIDEOS, THREE BREAKFAST BRIEFINGS, AND ONE BRIEF, THE UTAH FOUNDATION ENDED 2022 WITH 50 UNIQUE WORK PRODUCTS. THAT IS NEARLY ONE WORK PRODUCT PER WEEK. UTAH FOUNDATION PRODUCED THE FOLLOWING DURING 2022: - 11 PODCASTS - 14 MAJOR REPORTS - RECEIVED 3 NATIONAL HONORS - PRODUCED 6 SIGNIFICANT STATISTICS - HELD 4 EVENTS - PRODUCED 12 OP-ED ARTICLES - PRODUCED 3 ONLINE VIDEOS - HAD OVER 75 MEDIA APPEARANCES FORM 990, PAGE 6, PART VI, LINE 9 SHAWN TEIGEN P.O. BOX 387 SALT LAKE CITY, UT 84110-0387 FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, BOARD TREASURER, AND BOARD CHAIRMAN FOR ACCURACY AND PROPER PRESENTATION. THE EXECUTIVE DIRECTOR WILL ADDRESS ANY QUESTIONS AND RELAY ANY SUGGESTIONS FOR CHANGE. FORM 990, PAGE 6, PART VI, LINE 12C ENFORCEMENT OF ANY CONFLICTS INCLUDE: (A) APPROVING OR DISAPPROVING ANY TRANSACTION OR SITUATION AT ISSUE; (B) REQUIRING THE DIRECTOR TO REMOVE HIMSELF OR HERSELF FROM POSITIONS IN WHICH THE CONFLICT OF INTEREST EXISTS UNTIL THERE IS NO LONGER A CONFLICT; OR (C) REQUIRING THE DIRECTOR TO DISCONTINUE, REDUCE, OR MODIFY HIS OR HER PARTICIPATION ON THE BOARD, COMMITTEES, OR TASK FORCES WHERE THE CONFLICT EXISTS. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE (A NINE-MEMBER COMMITTEE OF THE BOARD GIVEN THE TASK OF GOVERNING THE FOUNDATION'S OPERATIONS MORE CLOSELY THAN THE ENTIRE BOARD.) THE EXECUTIVE COMMITTEE IS INDEPENDENT OF THE INDIVIDUALS WHOSE COMPENSATION IS BEING DETERMINED. IN DETERMINING A REASONABLE LEVEL OF COMPENSATION, BOARD MEMBERS CONSIDER SALARIES PAID TO OTHER SIMILAR POSITIONS IN THE REGION. THE DELIBERATION AND DETERMINATION OF THE EXECUTIVE COMMITTEE IS DONE WITHOUT STAFF PRESENT. THEIR FINAL DECISION IS RECORDED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE ORGANIZATION'S OFFICES.