Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
UNITED WAY OF SALT LAKE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
257 EAST 200 SOUTH NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT84111
D Employer identification number

87-0227091
E Telephone number

G Gross receipts $ 17,279,073
F Name and address of principal officer:
DEBORAH S BAYLE
257 EAST 200 SOUTH SUITE 300
SALT LAKE CITY,UT84111
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UW.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1904
M State of legal domicile: UT
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OUR MISSION IS TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS WITH THE WILL, PASSION, EXPERTISE, AND RESOURCES NEEDED TO SOLVE PROBLEMS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 52
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 50
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 81
6 Total number of volunteers (estimate if necessary) ............. 6 9,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 21,342,491 11,178,079
9 Program service revenue (Part VIII, line 2g) ......... 63,997 44,909
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 114,948 190,214
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -53,186 -73,735
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 21,468,250 11,339,467
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,736,048 8,218,641
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,965,504 4,146,149
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,434,724    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,851,205 2,195,869
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,552,757 14,560,659
19 Revenue less expenses. Subtract line 18 from line 12....... 13,915,493 -3,221,192
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 28,468,244 27,774,050
21 Total liabilities (Part X, line 26)............. 2,173,352 4,102,841
22 Net assets or fund balances. Subtract line 21 from line 20..... 26,294,892 23,671,209
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: OUR MISSION IS TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS WITH THE WILL, PASSION, EXPERTISE, AND RESOURCES NEEDED TO SOLVE PROBLEMS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,601,261 including grants of $ 3,446,929 ) (Revenue $   )
COLLECTIVE IMPACT: (SEE SCHEDULE O)COLLECTIVE IMPACT: UNITED WAY'S INNOVATIVE APPROACH TO COMMUNITY PROBLEM SOLVING. UNITED WAY OF SALT LAKE HAS ADOPTED A UNIQUE APPROACH TO SOLVE COMMUNITY PROBLEMS. COLLECTIVE IMPACT REQUIRES THAT EVERYONE WORK TOGETHER - FOUNDATIONS, BUSINESSES, CITIES, STATE GOVERNMENT, SCHOOLS, CHURCHES, NONPROFIT ORGANIZATIONS...AND INDIVIDUALS, TO TACKLE OUR MOST PRESSING CHALLENGES AND TAKE ADVANTAGE OF OUR BIGGEST OPPORTUNITIES. COLLECTIVE IMPACT REQUIRES THAT PARTNERS WORK TOGETHER TO:1) CREATE A VISION AND SET GOALS FOR THEIR SPECIFIC NEIGHBORHOODS.2) MEASURE SUCCESS BY TRACKING AND SHARING DATA AND MODIFYING STRATEGIES TO ENSURE RESULTS.3) ALIGN ALL PROGRAMS, ACTIVITIES, AND STRATEGIES TO MUTUALLY REINFORCE EACH OTHER.4) CREATE AN ENVIRONMENT OF CONTINUOUS COMMUNICATION AND CONTINUOUS IMPROVEMENT.UNITED WAY OF SALT LAKE SERVES AS THE BACKBONE ORGANIZATION ASSURING THESE ELEMENTS ARE IN PLACE IN EVERY NEIGHBORHOOD IN WHICH WE WORK. AS THE BACKBONE ORGANIZATION, UNITED WAY:1) GUIDES VISION AND STRATEGIES2) BUILDS PUBLIC WILL3) SUPPORTS ALIGNED ACTIVITIES4) ESTABLISHES SHARED MEASUREMENT5) MOBILIZES FUNDRAISING6) ADVANCES PUBLIC POLICIES7) ENGAGES VOLUNTEERSOUR PROMISE IS TO CREATE OPPORTUNITIES SO CHILDREN - EVEN IN THE TOUGHEST NEIGHBORHOODS - HAVE THE CHANCE TO BECOME PRODUCTIVE, SELF-RELIANT MEMBERS OF OUR COMMUNITY. THE LONG-TERM EFFECT BENEFITS US ALL.STRATEGIES TO ACHIEVE COLLECTIVE IMPACT INCLUDE BACKBONE FUNCTIONS AND COORDINATION. WORKING WITH MANY DIFFERENT PARTNERS, WE CONCENTRATE ON THE MOST CHALLENGED NEIGHBORHOODS IN OUR COMMUNITIES THROUGH 17 NEIGHBORHOOD CENTERS. THESE CENTERS, LOCATED IN SCHOOLS, APARTMENT COMPLEXES AND COMMUNITY CENTERS, CREATE A WEB OF SUPPORT FOR THE ENTIRE FAMILY BY FOCUSING ON EDUCATION AS THE FOUNDATION AND INTEGRATING FINANCIAL STABILITY, HEALTH AND BASIC NEEDS PROGRAMS AND SERVICES.A NEW PART OF THE COLLECTIVE IMPACT PROGRAM THAT BEGAN THIS YEAR WAS THE USE OF SOCIAL IMPACT LOANS TO FUND A HIGH-QUALITY PRESCHOOL PROGRAM, THE OBJECTIVE OF WHICH IS TO DECREASE THE NUMBER OF CHILDREN WHO USE SPECIAL EDUCATION AND REMEDIAL SERVICES IN KINDERGARTEN THROUGH 12TH GRADE. THE GOAL OF THE PROGRAM IS TO CREATE COST SAVINGS FOR SCHOOL DISTRICTS, THE STATE OF UTAH, AND OTHER GOVERNMENT ENTITIES.
4b (Code:   ) (Expenses $ 2,108,887 including grants of $ 2,052,500 ) (Revenue $   )
BASIC NEEDS: UNITED WAY SUPPORTS PEOPLE'S MOST BASIC NEEDS OF FOOD, SHELTER, HEALTH AND SAFETY. BASIC NEEDS SERVICES ARE VITAL TO INDIVIDUALS WITH CHRONIC CONDITIONS AND FOR INDIVIDUALS AND FAMILIES IN CRISIS NEEDING TEMPORARY SUPPORT. WHEN INDIVIDUALS ARE UNABLE TO MEET THEIR IMMEDIATE NEEDS, IT BECOMES MORE DIFFICULT TO FOCUS ON LONG-TERM GOALS SUCH AS EMPLOYMENT, HOUSING, OR EDUCATION. BASIC NEEDS SERVICES ARE CRITICAL TO GETTING PEOPLE BACK ON THEIR FEET AND ON THE ROAD TO SELF-SUFFICIENCY.
4c (Code:   ) (Expenses $ 827,241 including grants of $   ) (Revenue $   )
2-1-1 PROGRAM: (SEE SCHEDULE O)2-1-1 WAS ADOPTED IN UTAH IN 2002 AND BECAME A STATEWIDE RESOURCE IN 2005. UNITED WAY OF SALT LAKE ACQUIRED 2-1-1 IN JUNE OF 2011. THE CONCEPT OF 2-1-1 WAS BORN OUT OF THE NEED FOR AN EASY-TO-REMEMBER TELEPHONE NUMBER THAT REDUCES DUPLICATION AND HELPS PEOPLE NAVIGATE THE CONFUSING AND OVERWHELMING MAZE OF AVAILABLE HEALTH AND HUMAN SERVICE RESOURCES. THE PURPOSE OF 2-1-1 IS THREEFOLD: * SUPPORT STATE AGENCIES AND NONPROFIT ORGANIZATIONS IN OUR COMMUNITIES BY COLLECTING AND SHARING RESOURCE AND DEMOGRAPHIC DATA, HELPING ORGANIZATIONS MAINTAIN THEIR MISSIONS AND OBTAIN THEIR VISIONS * EMPOWER INDIVIDUALS AND FAMILIES BY HELPING THEM FIND THE TOOLS THEY NEED TO CHANGE THEIR CIRCUMSTANCES * CONNECT ORGANIZATIONS, AGENCIES, INDIVIDUALS AND FAMILIES TO ONE ANOTHER TO CHANGE THE ODDS IN THE COMMUNITIES SERVED BY UNITED WAY 2-1-1 UNITED WAY 2-1-1 RECEIVED 96,818 CALLS IN 2013, PROVIDING OVER 155,000 REFERRALS TO CALLERS. ADDITIONALLY, IN THE PAST YEAR, 2-1-1 RECEIVED NEARLY 64,000 HOMEPAGE HITS, AND, SINCE THE LIVE CHAT FEATURE WAS LAUNCHED IN FEBRUARY, INFORMATION SPECIALISTS HAVE BEEN RESPONDING TO AN AVERAGE OF 100 CHATS A MONTH, WITH THIS NUMBER DOUBLING AND EVEN TRIPLING EACH MONTH, AS MORE PEOPLE TAKE ADVANTAGE OF THIS INNOVATIVE SERVICE. THE TOP FIVE NEEDS IN THE COMMUNITY AS IDENTIFIED BY THE NUMBER OF REQUESTS RECEIVED, INCLUDE: HOUSING AND UTILITY ASSISTANCE, INCOME SUPPORT ASSISTANCE, INDIVIDUAL FAMILY AND COMMUNITY SERVICES, FOOD ASSISTANCE, AND HEALTH CARE.
(Code:   ) (Expenses $ 2,719,212 including grants of $ 2,719,212 ) (Revenue $   )
DONOR DESIGNATIONS
(Code:   ) (Expenses $   including grants of $   ) (Revenue $ 44,909 )
MISCELLANEOUS ACTIVITIES
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,719,212 including grants of $ 2,719,212 ) (Revenue $ 44,909 )
4e Total program service expensesMediumBullet11,256,601
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
31
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
81
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
52
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
50
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
UT
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletKEVIN GRIMMETT257 EAST 200 SOUTH SUITE 300SALT LAKE CITYUT84111 (801) 736-7716
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALLEN B ALEXANDER........................................................................
BOARD CHAIR
 4.00
.......................   		X   X       0 0 0
(2) MARK H BOUCHARD........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(3) JAKE BOYER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(4) CHRIS BRAY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(5) CHRISTINE B BUCKLEY........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(6) DAVID L BUHLER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) MONA LYMAN BURTON........................................................................
BOARD MEMBER
 4.00
.......................   		X           0 0 0
(8) JENNIFER DANIELSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) JOSE ENRIQUEZ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) JAY FRANCIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) CHRISTIAN K GARDNER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) KEM GARDNER........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(13) LAREN GERTSCH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) JAMIE GLENN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) NATALIE GOCHNOUR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(16) DAVID R GOLDEN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(17) NEIL HAFER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) GREG HUGHES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(19) PAULA GREEN JOHNSON........................................................................
BOARD MEMBER
 3.00
.......................   		X           0 0 0
(20) PAT JONES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(21) JEFFREY K LARSEN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(22) BLAKE LARSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(23) BRUCE LARSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(24) LEEANNE B LINDERMAN........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(25) THOMAS M LOVE........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(26) BEN MCADAMS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(27) KYLE MCSLARROW........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(28) KATHIE MILLER........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(29) JOHN W MILLIKEN........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(30) MIKELLE MOORE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(31) SEAN J MULVIHILL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(32) MICHAEL PETROGEORGE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(33) RAY D PICKUP........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(34) BRUCE T REESE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(35) GAVIN M REESE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(36) KEVIN RICKLEFS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(37) KEVIN SALMON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(38) JEFF SIMPSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(39) SEAN M SLATTER........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(40) JENNIFER SMITH........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(41) GREG SUMMERHAYS........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(42) JILL TAYLOR........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(43) KARMA M THOMSON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(44) SCOTT C ULBRICH........................................................................
BOARD VICE CHAIR
 4.00
.......................   		X   X       0 0 0
(45) CRAIG WAGSTAFF........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(46) HEIDI WALKER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(47) LINDA WARDELL........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(48) MICHAEL WEINHOLTZ........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(49) RICK WIDNER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(50) THOMAS WRIGHT........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(51) M CRAIG ZOLLINGER........................................................................
BOARD MEMBER
 2.00
.......................   		X           0 0 0
(52) DEBORAH SBAYLE........................................................................
PRESIDENT & CEO
 40.00
.......................   		X   X       226,799 0 30,530
(53) REBECCA DUTSON........................................................................
EXECUTIVE VP & CHIEF DEV.
 40.00
.......................   		    X       146,486 0 10,866
(54) KEVIN GRIMMETT........................................................................
CFO
 40.00
.......................   		    X       101,881 0 8,108
(55) BILL CRIM........................................................................
SENIOR VICE-PRESIDENT
 40.00
.......................   		    X       121,545 0 10,249
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 596,711 0 59,753
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 158,000
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		11,020,079
g Noncash contributions included in lines
1a-1f:$ 		99,382
h Total. Add lines 1a-1f.......MediumBullet 11,178,079
Program Service RevenueAmt Business Code
2a MISCELLANEOUS 900099 44,909 44,909    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 44,909
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 175,898     175,898
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 5,786,032  
b Less: cost or other basis and sales expenses 5,771,716  
c Gain or (loss) 14,316  
d Net gain or (loss)..........MediumBullet 14,316     14,316
8a Gross income from fundraising events (not including
$ 158,000
of contributions reported on line 1c). See Part IV, line 18 ..
a 94,155
b Less: direct expenses ...b 167,890
c Net income or (loss) from fundraising events..MediumBullet -73,735   -73,735
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 11,339,467 44,909 0 116,479
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 8,218,641 8,218,641
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 673,738 315,058 97,979 260,701
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,852,304 1,333,815 414,798 1,103,691
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 99,331 46,450 14,445 38,436
9 Other employee benefits ....... 233,500 109,191 33,957 90,352
10 Payroll taxes ........... 287,276 134,338 41,777 111,161
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 33,098 15,943 623 16,532
c Accounting ........... 35,925 13,231 517 22,177
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 43,867   43,867  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 305,917 185,873 13,699 106,345
12 Advertising and promotion .... 222,716 118,502   104,214
13 Office expenses ....... 376,058 123,918 91,612 160,528
14 Information technology ...... 194,029 106,554 27,662 59,813
15 Royalties ..        
16 Occupancy ........... 232,155 112,325 33,739 86,091
17 Travel ............ 26,613 14,555 2,255 9,803
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 165,471 82,518 19,408 63,545
20 Interest ........... 25,820 25,820    
21 Payments to affiliates ....... 97,222 16,582   80,640
22 Depreciation, depletion, and amortization ..... 77,004 30,426 23,815 22,763
23 Insurance .............. 32,916 14,938 6,437 11,541
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SPECIAL EVENTS 156,523 85,022 653 70,848
b RESEARCH 83,840 83,840    
c DONATED GOODS & SUPPLIE 63,347 63,347    
d AWARDS & GIFTS 11,402 1,336 561 9,505
e All other expenses 11,946 4,378 1,530 6,038
25 Total functional expenses. Add lines 1 through 24e 14,560,659 11,256,601 869,334 2,434,724
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,058,432 1 3,014,214
2 Savings and temporary cash investments ......... 7,220,876 2 7,438,857
3 Pledges and grants receivable, net ........... 13,783,853 3 11,126,636
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 20,661 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 582,821
b Less: accumulated depreciation ..... 10b 284,796 149,210 10c 298,025
11 Investments—publicly traded securities .......... 4,042,928 11 5,742,221
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 192,284 15 154,097
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 28,468,244 16 27,774,050
Liabilities 17 Accounts payable and accrued expenses ......... 276,130 17 401,118
18 Grants payable ................. 1,678,470 18 2,357,354
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 1,110,000
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 218,752 25 234,369
26 Total liabilities. Add lines 17 through 25......... 2,173,352 26 4,102,841
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 9,675,754 27 10,337,356
28 Temporarily restricted net assets ........... 16,497,706 28 13,217,425
29 Permanently restricted net assets ........... 121,432 29 116,428
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 26,294,892 33 23,671,209
34 Total liabilities and net assets/fund balances ........ 28,468,244 34 27,774,050
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
11,339,467
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
14,560,659
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-3,221,192
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
26,294,892
5
Net unrealized gains (losses) on investments ...............
5
602,513
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-5,004
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
23,671,209
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 10,510,832 11,228,224 14,823,638 21,342,491 11,178,079 69,083,264
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 10,510,832 11,228,224 14,823,638 21,342,491 11,178,079 69,083,264
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 1,201,815
6 Public support. Subtract line 5 from line 4. 67,881,449
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 10,510,832 11,228,224 14,823,638 21,342,491 11,178,079 69,083,264
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 154,064 88,692 61,216 123,444 175,898 603,314
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 4,943 29,376 65,754 63,997 70,364 234,434
11 Total support (Add lines 7 through 10). 69,921,012
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.080 %
15
15
98.580 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
UNITED WAY OF SALT LAKE
  		Employer identification number

87-0227091
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
UNITED WAY OF SALT LAKE
  		Employer identification number

87-0227091
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
UNITED WAY OF SALT LAKE
  		Employer identification number

87-0227091
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 48,409  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 98,842  
c Total lobbying expenditures (add lines 1a and 1b) ................... 147,251  
d Other exempt purpose expenditures ........................ 14,413,408  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 14,560,659  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 878,033  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 219,508  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 679,150 668,734 534,113 878,033 2,760,030
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		4,140,045
c Total lobbying expenditures 23,392 38,429 43,090 147,251 252,162
d Grassroots nontaxable amount 169,788 167,184 133,528 219,508 690,008
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,035,012
f Grassroots lobbying expenditures 2,224 23,201 25,138 48,409 98,972
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,118,659 1,031,392 983,032 898,849 845,509
b Contributions ........     25,450    
c Net investment earnings, gains, and losses 183,872 87,267 22,910 84,183 53,340
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 1,302,531 1,118,659 1,031,392 983,032 898,849
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet69.270 %
b
Permanent endowment SchDMd Bullet24.180 %
c
Temporarily restricted endowment SchDMd Bullet6.550 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   582,821 284,796 298,025
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 298,025
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
LEASE PAYOFF PAYABLE 234,369








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 234,369
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 10,362,352
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 602,513
b Donated services and use of facilities ......... 2b 680,565
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -2,724,216
e Add lines 2a through 2d ..................... 2e -1,441,138
3 Subtract line 2e from line 1..................... 3 11,803,490
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 43,867
b Other (Describe in Part XIII.) ........... 4b -507,890
c Add lines 4a and 4b....................... 4c -464,023
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 11,339,467
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 12,646,035
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 680,565
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 167,890
e Add lines 2a through 2d...................... 2e 848,455
3 Subtract line 2e from line 1..................... 3 11,797,580
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 43,867
b Other (Describe in Part XIII.) ............ 4b 2,719,212
c Add lines 4a and 4b....................... 4c 2,763,079
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 14,560,659
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: DISTRIBUTION OF ENDOWMENT FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE MADE WHEN DEEMED APPROPRIATE. A GUIDELINE FOR DISTRIBUTIONS FROM THE ENDOWMENT FUND EARNINGS, ON A FISCAL YEAR BASIS, IS DEFINED AS 50% OF THE INVESTED INCOME GROWTH OF THE ENDOWMENT FUNDS, UNLESS OTHERWISE RECOMMENDED BY THE BOARD OF DIRECTORS.
PART X, LINE 2: EXPLANATION: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS FROM OUTSIDE EXPERTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY OR UNRECOGNIZED TAX BENEFITS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -2,719,212. DECREASE IN INTEREST IN CHARITABLE TRUST FUND -5,004.
PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS -340,000. FUNDRAISING EVENTS EXPENSE -167,890.
PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 167,890.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 2,719,212.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

POYP
(event type) 		(b) Event #2

YOUNG LEADERS
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 120,345 54,323 77,487 252,155
2 Less: Contributions . . 65,000 37,500 55,500 158,000
3 Gross income (line 1
minus line 2) . . . 		55,345 16,823 21,987 94,155
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . . 6,245 9,428 2,500 18,173
6 Rent/facility costs . .        
7 Food and beverages . 25,429 22,053 31,791 79,273
8 Entertainment . . .   4,125 7,913 12,038
9 Other direct expenses . 23,108 6,785 28,513 58,406
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 167,890
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -73,735
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number
87-0227091
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AAA FAIR CREDIT FOUNDATION
230 W 200 S 3104
SALT LAKE CITY,UT84101 		84-1411225 501(C )(3) 40,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(2) ALLIANCE HOUSE
1724 S MAIN ST
SALT LAKE CITY,UT84115 		74-2440617 501(C )(3) 15,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(3) ART-KIDS INC
1351 KEARNS BLVD
PARK CITY,UT84060 		501(C )(3) 5,000       ART PROGRAMS IN SCHOOLS
(4) ASIAN ASSN OF UTAH DBA REFUGEE & IMMIGRANT CENTER
1588 S MAJOR ST
SALT LAKE CITY,UT84115 		87-0333555 501(C )(3) 67,000       IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION
(5) BIG BROTHERS BIG SISTERS
151 E 5600 S STE 200
SALT LAKE CITY,UT84107 		87-0336168 501(C )(3) 173,000       COLLECTIVE IMPACT
(6) BOUNTIFUL COMMUNITY FOOD PANTRY
480 E 150 N
BOUNTIFUL,UT84010 		84-1628459 501(C )(3) 15,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(7) BOY SCOUTS OF AMERICA GREAT SALT LAKE COUNCIL
525 FOOTHILL DR
SALT LAKE CITY,UT84113 		87-0212460 501(C )(3) 88,170       COLLECTIVE IMPACT
(8) BOYS & GIRLS CLUBS OF SOUTH VALLEY
PO BOX 57071
MURRAY,UT84157 		87-0304654 501(C )(3) 204,875       COMMUNITY DEVELOPMENT
(9) CATHOLIC COMMUNITY SERVICES
745 E 300 S
SALT LAKE CITY,UT84102 		87-0212450 501(C )(3) 84,770       IMMIGRANT & REFUGEE INITIATIVE - INTEGRATION AND BASIC NEEDS - FOOD
(10) CHILDREN'S SERVICE SOCIETY OF UTAH
124 S 400 E STE 400
SALT LAKE CITY,UT84111 		87-0212451 501(C )(3) 50,000       COLLECTIVE IMPACT
(11) CITY OF SOUTH SALT LAKE
220 E MORRIS AVE STE 200
SALT LAKE CITY,UT84115 		87-6000283 501(C )(3) 265,893       COLLECTIVE IMPACT
(12) COMMUNITY ACTION PARTNERSHIP OF UTAH
230 S 500 W STE 260
SALT LAKE CITY,UT84101 		87-0509521 501(C )(3) 97,500       COLLECTIVE IMPACT
(13) COMMUNITY DEVELOPMENT CORPORATION OF UTAH
501 E 1700 S
SALT LAKE CITY,UT84105 		87-0476889 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(14) COMMUNITY HEALTH CENTERS
220 W 7200 S
MIDVALE,UT84047 		74-2412898 501(C )(3) 70,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(15) COMMUNITY NURSING SERVICES
6949 HIGH TECH DR
MIDVALE,UT84047 		87-0212459 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY), COLLECTIVE IMPACT
(16) COMUNIDADES UNIDAS
1341 S STATE ST SUITE 211
SALT LAKE CITY,UT84115 		13-4257724 501(C )(3) 45,000       COLLECTIVE IMPACT GRANT & BASIC NEEDS GRANT
(17) DAVIS BEHAVIORAL HEALTH
934 S MAIN ST 6
LAYTON,UT84041 		87-0430116 501(C )(3) 40,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY), COLLECTIVE IMPACT
(18) DAVIS COUNTY HEALTH DEPARTMENT
22 S STATE ST
CLEARFIELD,UT84015 		501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(19) DAVIS SCHOOL DISTRICT
490 S 500 E
KAYSVILLE,UT84037 		87-0386379 501(C )(3) 107,272       COLLECTIVE IMPACT, EITC PROGRAM & BASIC NEEDS
(20) DCCAV-SAFE HARBOR SHELTER AND CRISIS CENTER
PO BOX 772
KAYSVILLE,UT84037 		87-0516562 501(C )(3) 85,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(21) ENGLISH SKILLS LEARNING CENTER
631 W NORTH TEMPLE SUITE 70
SALT LAKE CITY,UT84116 		87-0467902 501(C )(3) 50,000       CDG
(22) FAMILY CONNECTION CENTER
1360 E 1450
CLEARFIELD,UT84015 		87-0421105 501(C )(3) 105,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY), COLLECTIVE IMPACT
(23) FAMILY COUNSELING CENTER
5250 COMMERCE DR
MURRAY,UT84107 		87-0212455 501(C )(3) 65,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(24) FAMILY COUNSELING SERVICE OF NORTHERN UTAH
3518 WASHINGTON BLVD
OGDEN,UT84403 		87-0271413 501(C )(3) 12,500       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(25) FAMILY PROMISE
814 W 800 S
SALT LAKE CITY,UT84104 		87-0547916 501(C )(3) 10,000       COLLECTIVE IMPACT
(26) FOURTH STREET CLINIC-WASATCH HOMELESS HEALTH
409 400TH S
SALT LAKE CITY,UT84101 		87-0569356 501(C )(3) 50,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(27) GRANITE SCHOOL DISTRICT
2500 S STATE ST
SALT LAKE CITY,UT84115 		87-6000494 501(C )(3) 159,008       BASIC NEEDS - SHELTER
(28) GRANITE SCHOOL DISTRICT-SIB
2500 S STATE ST
SALT LAKE CITY,UT84115 		87-6000494 501(C )(3) 899,322       EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL
(29) GUADALUPE CENTER EDUCATIONAL PROGRAM INC
340 S GOSHEN ST
SALT LAKE CITY,UT84104 		87-0299521 501(C )(3) 124,441       COLLECTIVE IMPACT
(30) GUADALUPE CENTER EDUCATIONAL PROGRAM INC-SIB
340 S GOSHEN ST
SALT LAKE CITY,UT84104 		87-0299521 501(C )(3) 31,260       EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL
(31) HOLY CROSS MINISTRIES
860 E 4500 S STE 204
SALT LAKE CITY,UT84107 		87-0359324 501(C )(3) 140,000       COLLECTIVE IMPACT
(32) HOUSE OF HOPE
857 E 200 S
SALT LAKE CITY,UT84102 		87-0255206 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(33) INTERNATIONAL RESCUE COMMITTEE
1800 S WEST TEMPLE SUITE 421
SALT LAKE CITY,UT84115 		13-5660870 501(C )(3) 70,070       IMMIGRANT & REFUGEE - INTEGRATION
(34) JEWISH FAMILY SERVICE
1111 BRICKYARD RD
SALT LAKE CITY,UT84106 		87-0227089 501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(35) JUNIOR ACHIEVEMENT
515 E 100 S 200
SALT LAKE CITY,UT84102 		87-0225875 501(C )(3) 40,000       COLLECTIVE IMPACT
(36) KOSTOPULOS DREAM FOUNDATION
4180 EMIGRATION CANYON RD
SALT LAKE CITY,UT84108 		87-6125177 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(37) LATINOS IN ACTION
9898 NORTH WILD FLOWER CIRCLE
CEDAR HILLS,UT84062 		26-4304427 501(C )(3) 154,077       COMMUNITY DEVELOPMENT
(38) LAYTON COMMUNITY ACTION COUNCIL
PO BOX 2103
LAYTON,UT84041 		87-0617517 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(39) LEGAL AID SOCIETY OF SALT LAKE
450 S STATE ST
SALT LAKE CITY,UT84111 		87-0212457 501(C )(3) 85,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(40) MALIHEH FREE CLINIC
415 E 3900 S
SALT LAKE CITY,UT84107 		20-2313461 501(C )(3) 20,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(41) MIDVALE CITY
665 W CENTER ST
MIDVALE,UT84047 		501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(42) MOUNTAINLANDS COMMUNITY HOUSING TRUST
1960 SIDEWINDER DR
PARK CITY,UT84060 		87-0514438 501(C )(3) 8,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(43) NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH
450 S 900 E STE 160
SALT LAKE CITY,UT84102 		87-0432972 501(C )(3) 25,000       COLLECTIVE IMPACT
(44) NEIGHBORHOOD HOUSE ASSOCIATION
1050 W 500 S
SALT LAKE CITY,UT84104 		87-0212462 501(C )(3) 65,000       BASIC NEEDS - ADVOCACY, BASIC NEEDS - HEALTH
(45) ODYSSEY HOUSE
344 E 100 S
SALT LAKE CITY,UT84111 		87-0292487 501(C )(3) 50,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(46) PARC COMMUNITY PARTNERSHIP FOUNDATION
485 PARC CIRCLE
CLEARFIELD,UT84015 		27-4480214 501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(47) PARK CITY EDUCATION FOUNDATION
PO BOX 681422
PARK CITY,UT84068 		74-2552454 501(C )(3) 179,910       BASIC NEEDS - HEALTH & SAFETY
(48) PARK CITY FOUNDATION
PO BOX 681499
PARK CITY,UT84068 		30-0171971 501(C )(3) 25,000       COLLECTIVE IMPACT
(49) PEACE HOUSE
196- SIDEWINDER DR 208
PARK CITY,UT84068 		87-0500067 501(C )(3) 20,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(50) PEOPLE'S HEALTH CLINIC
650 ROUND VALLEY DR
PARK CITY,UT84068 		87-0638042 501(C )(3) 25,000       BASIC NEED, COLLECTIVE IMPACT
(51) PROJECT REALITY
150 E 700 S
SALT LAKE CITY,UT84111 		87-0288734 501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(52) RAPE RECOVERY CENTER
2035 S 1300 E
SALT LAKE CITY,UT84105 		87-0308785 501(C )(3) 17,500       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(53) SALT LAKE CAP HEAD START
1307 S 900 W
SALT LAKE CITY,UT84102 		87-0269683 501(C )(3) 32,500       BASIC NEEDS-HEALTH
(54) SALT LAKE CITY SCHOOL DISTRICT
440 E 100 S
SALT LAKE CITY,UT84111 		74-2563849 501(C )(3) 20,000       COLLECTIVE IMPACT
(55) SALT LAKE COMMUNITY ACTION PROGRAM
764 S 200 W
SALT LAKE CITY,UT84101 		87-0269683 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(56) SALT LAKE DONATED DENTAL
1383 S 900 W STE 128
SALT LAKE CITY,UT84104 		87-0482710 501(C )(3) 10,000       COLLECTIVE IMPACT
(57) SEALANTS FOR SMILES
5373 S GREEN ST
SALT LAKE CITY,UT84123 		20-8857514 501(C )(3) 11,997       COLLECTIVE IMPACT
(58) SOUTH VALLEY SANCTUARY
PO BOX 1028
WEST JORDAN,UT84084 		87-0543219 501(C )(3) 15,000       BASIC NEEDS-HEALTH
(59) STATE OF UTAH CASA PROGRAM-UT GUARDIAN AD LITEM
450 S STATE ST STE N31
SALT LAKE CITY,UT84111 		501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(60) THE CHILDREN'S CENTER
350 S 400 E
SALT LAKE CITY,UT84111 		87-6114073 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(61) THE CHRISTMAS BOX INTERNATIONAL
3660 SW TEMPLE
SALT LAKE CITY,UT84115 		31-1617816 501(C )(3) 15,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(62) THE FAMILY SUPPORT CENTER
1760 W 4805 S
TAYLORSVILLE,UT84118 		87-0359719 501(C )(3) 20,000       BASIC NEEDS - SAFETY, COMMUNITY DEVELOPMENT
(63) THE HAVEN
974 E SOUTH TEMPLE
SALT LAKE CITY,UT84102 		23-7043339 501(C )(3) 20,000       BASIC NEEDS - SAFETY COMMUNITY DEVELOPMENT
(64) THE ROAD HOME
210 S RIO GRANDE ST
SALT LAKE CITY,UT84101 		87-0212465 501(C )(3) 100,000       BASIC NEEDS - HEALTH
(65) THE SHARING PLACE
1695 E 3300 S
SALT LAKE CITY,UT84106 		87-0514353 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(66) TOOELE VALLEY COMMUNITY COOPERATIVE
169 N MAIN ST
TOOELE,UT84074 		32-0167874 501(C )(3) 55,000       COLLECTIVE IMPACT
(67) TURN COMMUNITY SERVICES INC
638 WILMINGTON AVE
SALT LAKE CITY,UT84106 		87-0303448 501(C )(3) 25,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(68) UNITED WAY OF UTAH COUNTY
148 N 100 W
PROVO,UT84601 		94-2851681 501(C )(3) 45,773       COLLECTIVE IMPACT
(69) UTAH AIDS FOUNDATION
1408 S 1100 E
SALT LAKE CITY,UT84105 		87-0455172 501(C )(3) 10,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(70) UTAH FOOD BANK
3150 S 900 W
SALT LAKE CITY,UT84119 		87-0212453 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(71) UTAH HEALTH AND HUMAN RIGHTS PROJECT
225 S 200 E STE 250
SALT LAKE CITY,UT84111 		20-3901845 501(C )(3) 17,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(72) UTAH HEALTH POLICY PROJECT
508 E SOUTH TEMPLE STE 45
SALT LAKE CITY,UT84102 		87-0684606 501(C )(3) 110,000       BASIC NEEDS
(73) UTAH LEGAL SERVICES
205 N 400 W
SALT LAKE CITY,UT84103 		87-0298910 501(C )(3) 50,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(74) UTAH PARTNERS FOR HEALTH
3665 S 8400 W
MAGNA,UT84044 		27-0218004 501(C )(3) 216,000       COLLECTIVE IMPACT-& BASIC NEEDS
(75) UTAH STATE UNIVERSITY-SIB
CHAMP DRIVE
LOGAN,UT84322 		87-6000528 501(C )(3) 81,632       EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL
(76) UTAHNS AGAINST HUNGER
455 E 400 S 407
SALT LAKE CITY,UT84111 		87-0343164 501(C )(3) 15,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(77) VALLEY SERVICES
3685 W 6200 S
TAYLORSVILLE,UT84129 		87-0503440 501(C )(3) 5,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(78) VOICES FOR UTAH CHILDREN
747 E SOUTH TEMPLE STE 100
SALT LAKE CITY,UT84108 		87-0428873 501(C )(3) 84,102       COMMUNITY DEVELOPMENT
(79) VOLUNTEERS OF AMERICA UTAH
435 W BEARCAT DR
SALT LAKE CITY,UT84115 		94-3008720 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(80) WALMART FOUNDATION
702 SW 8TH ST DEPT 8687 0555
BENTONVILLE,AR72716 		501(C )(3) 22,500       EITC/VITA
(81) YMCA OF SALT LAKE-SIB
3098 S HIGHLAND DR STE 440
SALT LAKE CITY,UT84106 		87-0212472 501(C )(3) 26,260       EARLY CHILDHOOD EDUCATION-HIGH QUALITY PRESCHOOL
(82) YWCA OF SALT LAKE CITY
344 E BROADWAY
SALT LAKE CITY,UT84111 		87-0212467 501(C )(3) 100,000       BASIC NEEDS (FOOD, SHELTER, HEALTH, ADVOCACY)
(83) VARIOUS DONOR DESIGNATED GRANTS
VARIOUS
VARIOUS,UT84101 		501(C )(3) 2,646,309       RSCORESBY@CBIZ.COM - 10/31/14 02:46PM WORKSHEET SCHEDULE I
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: SCHEDULE I PART I, LINE 2
PART I, LINE 2 UNITED WAY OF SALT LAKE (UWSL) MONITORS THE USE OF ALL GRANT FUNDS THROUGH PROGRAM AND FINANCIAL REPORTS SUBMITTED BY EACH PARTNER AT REGULAR INTERVALS. FINANCIAL REPORTS INCLUDE AUDITED FINANCIAL STATEMENTS, IRS 990 FORMS, AS WELL AS SPECIFIC PROGRAM AND ORGANIZATIONAL BUDGETS.
Schedule I (Form 990) 2013


Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DEBORAH SBAYLEPRESIDENT & CEO (i)
(ii)		 196,799
0 		30,000
0 		0
0 		12,000
0 		18,530
0 		257,329
0 		0
0
(2)REBECCA DUTSONEXECUTIVE VP & CHIEF DEV. (i)
(ii)		 131,486
0 		15,000
0 		0
0 		8,040
0 		2,826
0 		157,352
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 DISCRETIONARY BONUSES WERE APPROVED BY THE COMPENSATION COMMITTEE AND BY THE EXECUTIVE COMMITTEE TO REWARD THE OFFICERS FOR THEIR OUTSTANDING WORK.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LOVE COMMUNICATIONS
  		SEE PART V 230,230 SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY MORE THAN 35% OWNED BY TOM LOVE, BOARD MEMBER. (D) DESCRIPTION OF TRANSACTION: ADVERTISING, PUBLIC RELATIONS, MEDIA RELATIONS AND OTHER COMMUNICATIONS SERVICES PROVIDED BY LOVE COMMUNICATIONS. TOM LOVE IS THE PRESIDENT OF LOVE COMMUNICATIONS AND A BOARD MEMBER OF UWSL. A MONTHLY RETAINER OF $3,000 IS PAID TO LOVE COMMUNICATIONS FOR THEIR SERVICES. $194,230 OF THE TRANSACTION AMOUNT WAS FOR MEDIA BUYS. THIS AMOUNT, LESS A 15% COMMISSION RETAINED BY LOVE COMMUNICATIONS, WAS PASSED-THROUGH TO MEDIA OUTLETS. LOVE COMMUNICATIONS DONATED MORE THAN $83,925 IN CONSULTING SERVICES TO UWSL AND LEVERAGED AN ADDITIONAL $416,851 IN ADVERTISING SERVICES. UWSL UTILIZES A THOROUGH PROCESS TO ENGAGE A COMMUNICATIONS FIRM INCLUDING AN RFP PROCESS WHERE PROPOSALS ARE REVIEWED BY SENIOR MANAGEMENT, GOVERNANCE AND ETHICS COMMITTEES AND APPROVED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. MR. LOVE WAS EXCUSED FROM THE ROOM DURING THESE APPROVALS TO COMPLY WITH THE CONFLICT OF INTEREST POLICIES. THE CONTRACT WAS REVIEWED BY LEGAL COUNSEL PRIOR TO SIGNING.
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 3 36,035 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS NONCA ) X 60 63,347 COMPARABLE SALES
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: NONCASH DONATIONS OF STOCK ARE PROCESSED AND SOLD BY THE ORGANIZATION'S BROKERAGE FIRM.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF SALT LAKE
 
Employer identification number

87-0227091
Return Reference Explanation
FORM 990, PART III, LINE 2 THE ORGANIZATION BEGAN USING SOCIAL IMPACT LOANS AS PART OF THEIR COLLECTIVE IMPACT PROGRAM. SEE THE COLLECTIVE IMPACT PROGRAM ACCOMPLISHMENTS DESCRIPTION ON SCHEDULE O FROM FORM 990, PART III, LINE 4A.
FORM 990, PART VI, SECTION A, LINE 2 BRUCE REESE, A BOARD MEMBER, IS THE FATHER OF GAVIN REESE, A BOARD MEMBER. KEM GARDNER, A BOARD MEMBER, IS THE FATHER OF CHRISTIAN GARDNER, A BOARD MEMBER. DEBORAH S. BAYLE, CEO, IS A TRUSTEE OF THE MARK AND KATHIE MILLER FOUNDATION. KATHIE MILLER IS A BOARD MEMBER.
FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED THE LANGUAGE IN ITS ARTICLES OF ORGANIZATION TO REFLECT THE CHANGES THAT THE ORGANIZATION HAS MADE TO ITS MISSION AND OPERATIONS.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY THE CEO & CFO, THE GOVERNANCE COMMITTEE, AND THE ADMINISTRATION/FINANCE COMMITTEE. A COPY OF THE FORM 990 IS THEN GIVEN TO THE EXECUTIVE COMMITTEE AND FULL BOARD FOR THEIR REVIEW.
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 COMMITTEE, AND DISCUSSED BY THE EXECUTIVE COMMITTEE AND THE FULL BOARD. ANY ISSUES ARE PURSUED AND RESOLVED.
FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF SALT LAKE (UWSL) UTILIZES A VOLUNTEER EXECUTIVE COMPENSATION COMMITTEE FOR THE SENIOR MANAGEMENT TEAM. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE EXECUTIVE COMMITTEE. OUTSIDE CONSULTANTS CAN BE UTILIZED. THE COMMITTEE FUNCTIONS WITHIN THE GUIDELINES OF A COMMITTEE CHARTER, WHICH OUTLINES THE PURPOSE AND ROLE OF THE GROUP. IT ALSO UTILIZES AN EXECUTIVE COMPENSATION POLICY. BOTH OF THESE DOCUMENTS WERE APPROVED BY THE ENTIRE BOARD OF DIRECTORS. THE COMMITTEE DETERMINES COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT TEAM BASED ON AN ANNUAL COMPENSATION STUDY PREPARED BY UWSL'S TRADE ASSOCIATION, UNITED WAY WORLDWIDE. IT ALSO COMPARES COMPENSATION LEVELS AT OTHER LOCAL NONPROFIT ORGANIZATIONS OF A COMPARABLE SIZE OR LEVEL OF COMMUNITY INFLUENCE AS DISCLOSED ON THEIR 990'S. COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT TEAM ARE DISCUSSED AND APPROVED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 UWSL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE UNDER THE "ABOUT US", "ACCOUNTABILITY" MENU.
FORM 990, PART XI, LINE 9: DECREASE IN VALUE OF CHARITABLE TRUSTS -5,004.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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