2025-11-10T14:35:10-05:00 2024-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-01-01 870199245 UTAH FOUNDATION UTAH 8013551400 PO BOX 387 SALT LAKE CITY UT 841100387 SHAWN TEIGEN PRESIDENT 8013551400 2025-08-19 true true JUSTIN R SHAW CPA CFE CGMA P00081558 8012943155 2025-11-10 2024 2025-03-06 01:10:19Z SHAWN TEIGEN PO BOX 387 SALT LAKE CITY UT 841100387 473338 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. 20 20 4 55 0 410839 252639 69500 203441 15995 17258 0 496334 473338 0 0 430615 471937 0 33722 80029 88630 510644 560567 -14310 -87229 568814 460876 50457 29748 518357 431128 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 476345 203441 FIRST. WE HAD A STELLAR YEAR WITH MEDIA OUT- REACH PERHAPS THE BEST MEDIA YEAR EVER WITH AT LEAST 220 STORIES OR MENTIONS. IN ADDITION, WE RAMPED UP OUR INTERACTIONS WITH POLICYMAKERS. NOT ONLY HAVE WE FOCUSED ON STRENGTHENING RE- LATIONSHIPS WITH LEGISLATORS, BUT WE PRESENTED TO INNUMERABLE LOCAL OFFICIALS AS PART OF OUR HEALTHY COMMUNITIES ROADSHOW AND THE 2024 UTAH PRIORI- TIES PROJECT ROADSHOW. SECOND. EVERY FOUR YEARS, THE UTAH FOUNDATION CONDUCTS A SERIES OF SURVEYS TO DISCOVER WHICH TOPICS ARE MOST IMPORTANT TO UTAH VOTERS. WE CALL THIS THE UTAH PRIORITIES PROJECT. 2024 MARKED THE 20TH ANNIVERSARY OF THE PROJECT - AND THE MOST SUCCESSFUL EVER. WE KICKED IT OFF WITH A WONDERFUL ANNUAL LUNCHEON, WE RELEASED TWO MAJOR REPORTS AND 17 RESEARCH BRIEFS, AND WE SHARED ALL OF THAT WITH PEOPLE THROUGHOUT THE STATE. IN ADDITION, WE RELEASED SIX OTHER MAJOR REPORTS ON OTHER IMPORTANT POLICY TOPICS. THIRD. HOW DO WE DO THIS CONSISTENTLY YEAR AFTER YEAR? WE HAVE A FANTASTIC GROUP OF STAFF, INTERNS, VOLUNTEERS, PARTNERS, AND SUPPORTERS. IN THE WORDS OF TWO OF OUR TRUSTEES: LAST YEAR WAS A HIGH-WATER MARK FOR THE UTAH FOUNDATION. AN ENGAGED BOARD AND TOP- NOTCH STAFF PROVIDED MORE INFORMATION TO MORE UTAHNS THAN EVER BEFORE. A HIGHLIGHT FOR ME WAS THE 20TH ANNIVERSARY OF THE UTAH PRIORITIES PROJECT - CLEARLY SIGNALING WHAT MATTERS MOST TO VOTERS. IN 2024, THE UTAH FOUNDATION HELPED POLICYMAKERS AND THE PUBLIC BETTER UNDERSTAND KEY ISSUES AFFECTING UTAH RESIDENTS. FROM COMPREHENSIVE REPORTS ON HOUSING AFFORDABILITY TO HEALTHY COMMUNITY ROADSHOWS, THE UTAH FOUNDATION PROVIDED THOUGHTFUL AND OBJECTIVE INFORMATION, STANDING OUT IN A WORLD INCREASINGLY DOMINATED BY BIASED OPINIONS AND MISINFORMATION. UTAH FOUNDATION PRODUCED THE FOLLOWING DURING 2022: - 8 IN-DEPTH RESEARCH REPORTS - 17 INSIGHTFUL BRIEFS - 59 KEY FINDINGS AND HIGHLIGHTS - 12 COMMUNITY PRESENTATIONS - 2 PODCASTS - 153 SOCIAL MEDIA POSTS - 4 OP-EDS IN THE DESERET NEWS AND SALT LAKE TRIBUNE 476345 true true false false 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 true false false false false false false false false false false false false false false false false false true 1 0 4 true false false false false false false false false false false false false X 20 20 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 40.00 X 146827 0 15920 BENJAMIN BROWN TREASURER 2.00 X X 0 0 0 DIRK BURTON TRUSTEE 1.00 X 0 0 0 JONATHAN CAMPBELL TRUSTEE 1.00 X 0 0 0 CARLTON CHRISTENSEN VICE CHAIR 2.00 X X 0 0 0 AARON DEKEYSER 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 PREVIOUS CHA 1.00 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 CHAIR 2.00 X X 0 0 0 BRAD MORTENSON TRUSTEE 1.00 X 0 0 0 SCOTT PARSON TREASURER 1.00 X X 0 0 0 JENNY ROBINSON TRUSTEE 1.00 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 15920 1 false true false 149210 103429 252639 CONSULTING INCOME 140766 140766 PROGRAM CONFERENCE 62675 62675 203441 17258 17258 473338 203441 17258 151995 106383 22799 22813 245452 240787 4665 31018 28099 1653 1266 10644 8293 1226 1125 32828 28676 2268 1884 8790 8790 21808 18401 3307 100 7321 5930 659 732 12728 10309 1146 1273 5130 4155 462 513 24745 24745 876 876 DONOR MANAGEMENT SOFTWARE 2750 2750 BANK CHARGES 2531 2531 MEALS 961 961 LIBRARY 689 558 62 69 301 9 56 236 560567 476345 50500 33722 74008 63378 413090 296248 70840 101250 10876 568814 460876 39414 29748 11043 50457 29748 X 518357 431128 518357 431128 568814 460876 -87229 X false true X true false X 539105 618381 423756 410839 252639 2244720 118081 84150 78496 69500 203441 553668 657186 702531 502252 480339 456080 2798388 187416 264500 197000 204500 67000 920416 43272 10500 79750 133522 230688 264500 197000 215000 146750 1053938 1744450 20 32 1174 15995 17258 34479 20 32 1174 15995 17258 34479 657206 702563 503426 496334 473338 2832867 0.61580 0.59720 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 473338 473338 473338 560567 560567 560567 X false false false false false false false false false SHAWN TEIGEN PRESIDENT 146827 15920 162747 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 FIRST. WE HAD A STELLAR YEAR WITH MEDIA OUT- REACH PERHAPS THE BEST MEDIA YEAR EVER WITH AT LEAST 220 STORIES OR MENTIONS. IN ADDITION, WE RAMPED UP OUR INTERACTIONS WITH POLICYMAKERS. NOT ONLY HAVE WE FOCUSED ON STRENGTHENING RE- LATIONSHIPS WITH LEGISLATORS, BUT WE PRESENTED TO INNUMERABLE LOCAL OFFICIALS AS PART OF OUR HEALTHY COMMUNITIES ROADSHOW AND THE 2024 UTAH PRIORI- TIES PROJECT ROADSHOW. SECOND. EVERY FOUR YEARS, THE UTAH FOUNDATION CONDUCTS A SERIES OF SURVEYS TO DISCOVER WHICH TOPICS ARE MOST IMPORTANT TO UTAH VOTERS. WE CALL THIS THE UTAH PRIORITIES PROJECT. 2024 MARKED THE 20TH ANNIVERSARY OF THE PROJECT - AND THE MOST SUCCESSFUL EVER. WE KICKED IT OFF WITH A WONDERFUL ANNUAL LUNCHEON, WE RELEASED TWO MAJOR REPORTS AND 17 RESEARCH BRIEFS, AND WE SHARED ALL OF THAT WITH PEOPLE THROUGHOUT THE STATE. IN ADDITION, WE RELEASED SIX OTHER MAJOR REPORTS ON OTHER IMPORTANT POLICY TOPICS. THIRD. HOW DO WE DO THIS CONSISTENTLY YEAR AFTER YEAR? WE HAVE A FANTASTIC GROUP OF STAFF, INTERNS, VOLUNTEERS, PARTNERS, AND SUPPORTERS. IN THE WORDS OF TWO OF OUR TRUSTEES: LAST YEAR WAS A HIGH-WATER MARK FOR THE UTAH FOUNDATION. AN ENGAGED BOARD AND TOP- NOTCH STAFF PROVIDED MORE INFORMATION TO MORE UTAHNS THAN EVER BEFORE. A HIGHLIGHT FOR ME WAS THE 20TH ANNIVERSARY OF THE UTAH PRIORITIES PROJECT - CLEARLY SIGNALING WHAT MATTERS MOST TO VOTERS. IN 2024, THE UTAH FOUNDATION HELPED POLICYMAKERS AND THE PUBLIC BETTER UNDERSTAND KEY ISSUES AFFECTING UTAH RESIDENTS. FROM COMPREHENSIVE REPORTS ON HOUSING AFFORDABILITY TO HEALTHY COMMUNITY ROADSHOWS, THE UTAH FOUNDATION PROVIDED THOUGHTFUL AND OBJECTIVE INFORMATION, STANDING OUT IN A WORLD INCREASINGLY DOMINATED BY BIASED OPINIONS AND MISINFORMATION. UTAH FOUNDATION PRODUCED THE FOLLOWING DURING 2022: - 8 IN-DEPTH RESEARCH REPORTS - 17 INSIGHTFUL BRIEFS - 59 KEY FINDINGS AND HIGHLIGHTS - 12 COMMUNITY PRESENTATIONS - 2 PODCASTS - 153 SOCIAL MEDIA POSTS - 4 OP-EDS IN THE DESERET NEWS AND SALT LAKE TRIBUNE 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.