Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 265,084 | 225,715 | 294,131 | 284,543 | 567,711 | 1,637,184 |
| 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 | 187,435 | 186,274 | 205,552 | 303,581 | 373,964 | 1,256,806 |
| 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 | 452,519 | 411,989 | 499,683 | 588,124 | 941,675 | 2,893,990 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 221,000 | 85,500 | 96,801 | 113,400 | 424,460 | 941,161 |
| 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.. | 221,000 | 85,500 | 96,801 | 113,400 | 424,460 | 941,161 |
| 8 | Public support. (Subtract line 7c from line 6.) | 1,952,829 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 452,519 | 411,989 | 499,683 | 588,124 | 941,675 | 2,893,990 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3,433 | 3,276 | 6,494 | 13,716 | 17,442 | 44,361 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 3,433 | 3,276 | 6,494 | 13,716 | 17,442 | 44,361 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 2,431 | 2,431 | ||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 455,952 | 415,265 | 506,177 | 604,271 | 959,117 | 2,940,782 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III | LINE 4A (CONTINUED) - MEMBER SERVICES THESE ORGANIZATIONS IN TURN HAVE INCREASED EFFICIENCY, EXPANDED SERVICES, AND PROVIDED COUNTLESS HOURS OF DIRECT SUPPORT TO COMMUNITIES IN NEED. IN THE SAME SPIRIT OF COMMUNITY, UNA PROUDLY EXTENDS MEMBERSHIP TO UTAH'S BUSINESSES, GOVERNMENT ENTITIES, FUNDERS, AND INDIVIDUALS. AT THE CLOSE OF 2022, UNA COUNTED 511 NONPROFIT MEMBERS, 45 BUSINESS MEMBERS, AND 30 INDIVIDUAL MEMBERS. THE ORGANIZATION'S SLATE OF MEMBERSHIP BENEFITS INCLUDE GROUP HEALTH INSURANCE, CURATED RESOURCES, COST SAVING BENEFITS, TOPICAL AND TIMELY TRAINING, TECHNICAL HELP, A POOLED RETIREMENT PLAN, AND THE STATE'S MOST VISITED NONPROFIT JOB BOARD. THESE BENEFITS AND SERVICES CREATE AND SUSTAIN THE NONPROFIT COMMUNITY IN UTAH. |
| FORM 990, PAGE 2, PART III, LINE 4A | MEMBER SERVICES THE UTAH NONPROFITS ASSOCIATION (UNA) IS A 501(C)(3) CHARITABLE ORGANIZATION DEDICATED TO STRENGTHENING AND UNITING UTAHS NONPROFIT SECTOR SO THAT ALL COMMUNITIES ACROSS THE STATE CAN THRIVE. WE ENSURE THAT NONPROFITSLARGE AND SMALL, URBAN AND RURALHAVE THE TOOLS, TRAINING, AND VOICE THEY NEED TO BUILD A MORE JUST, CARING, AND CONNECTED UTAH. UNAS MEMBERSHIP PROGRAM IS A CORNERSTONE OF THIS WORK, OFFERING VITAL SUPPORT TO ORGANIZATIONS OF ALL SIZES AND CAUSE AREAS. MEMBERS BENEFIT FROM EXPERT TECHNICAL ASSISTANCE, INCLUDING SPECIALIZED TRAINING AND RESOURCES; COMMUNITY-BUILDING OPPORTUNITIES, SUCH AS FORUMS, ROUNDTABLES, AND NETWORKING EVENTS; AND EXCLUSIVE BENEFITS, INCLUDING PURCHASING. IN ADDITION, MEMBERS BENEFIT FROM UNAS POLICY AND ADVOCACY EFFORTS, WHICH ELEVATE THE VOICE OF THE SECTOR AT BOTH STATE AND FEDERAL LEVELS. MEMBERSHIP IS ALSO OPEN TO UTAHS BUSINESSES, GOVERNMENT ENTITIES, FUNDERS, AND INDIVIDUALS. BY THE END OF 2024, UNA PROUDLY SERVED 525 NONPROFIT ORGANIZATIONS, 54 BUSINESSES, AND 36 INDIVIDUALSADVANCING THE STRENGTH OF INDIVIDUAL MEMBERS WHILE BUILDING COLLECTIVE IMPACT STATEWIDE. |
| FORM 990, PAGE 2, PART III, LINE 4B | CREDENTIAL AND TRAINING UTAH NONPROFITS ASSOCIATIONS PROFESSIONAL EDUCATION AND TRAINING PROGRAM EQUIPS NONPROFIT PROFESSIONALS WITH THE TOOLS AND KNOWLEDGE NEEDED TO LEAD EFFECTIVELY AND MANAGE ORGANIZATIONS WITH CONFIDENCE. CENTRAL TO THIS PROGRAM IS THE NONPROFIT CREDENTIAL, A COMPREHENSIVE PROFESSIONAL DEVELOPMENT INITIATIVE OFFERING INTENSIVE, OUTCOMES-FOCUSED COURSES IN KEY AREAS OF NONPROFIT MANAGEMENT. TOPICS INCLUDE BOARD GOVERNANCE, FINANCIAL MANAGEMENT, FUNDRAISING AND DEVELOPMENT, HUMAN RESOURCES, ADVOCACY AND CIVIC ENGAGEMENT, MARKETING AND COMMUNICATIONS, VOLUNTEER MANAGEMENT, OUTCOMES AND EVALUATION, AND LEADERSHIP AND ORGANIZATIONAL CULTURE. EACH COURSE INCLUDES EXPERT INSTRUCTION, PRACTICAL TOOLS, AND A FINAL ASSESSMENT TO ENSURE MASTERY. NONPROFITS THAT INVEST IN CREDENTIAL COURSES REPORT STRONGER INTERNAL SYSTEMS, CLEARER STRATEGIC DIRECTION, AND IMPROVED STAFF CAPACITY. IN ADDITION TO ITS CORE CREDENTIAL COURSES, IN ADDITION TO ITS CORE TRAINING PROGRAMS, UNA OFFERS SPECIAL-TOPIC TRAININGS DESIGNED TO MEET IMMEDIATE SECTOR NEEDS IN RESPONSE TO URGENT OR EVOLVING ISSUES. THESE TIMELY WORKSHOPS AND WEBINARS COVER AREAS SUCH AS NONPROFIT CYBERSECURITY, CRISIS COMMUNICATIONS, GRANT WRITING, FINANCIAL READINESS, AND COMPLIANCE REQUIREMENTS. BY BUILDING THE SKILLS OF INDIVIDUALS, UNAS PROFESSIONAL EDUCATION AND TRAINING PROGRAM HELPS STRENGTHEN ENTIRE ORGANIZATIONS, CONTRIBUTING TO A MORE EFFECTIVE, EFFICIENT, AND IMPACTFUL NONPROFIT SECTOR IN UTAH. IN 2024, UNA GATHERED 2,628 ATTENDEES AT 58 DIFFERENT TRAINING AND EVENTS. |
| FORM 990, PAGE 2, PART III, LINE 4C | ANNUAL CONFERENCE THE UNA ANNUAL CONFERENCE CELEBRATES THE LARGEST GATHERING OF NONPROFIT PROFESSIONALS IN UTAH. NONPROFIT STAFF, BOARD MEMBERS, AND VOLUNTEERS FROM ACROSS THE STATE COME TOGETHER TO REAFFIRM PERSONAL CONNECTIONS, FORGE NEW RELATIONSHIPS, AND LEAVE WITH A DEEPER SENSE OF PURPOSE AND BELONGING. THE 2024 UNA ANNUAL CONFERENCE, EMBRACE + EMBOLDEN, WAS HELD THURSDAY, OCTOBER 10 AT THE UTAH CULTURAL CELEBRATION CENTER AND FEATURED TWO NATIONALLY RECOGNIZED KEYNOTE SPEAKERS, TARGETED BREAKOUT SESSIONS, NETWORKING OPPORTUNITIES, LEADER AWARDS, AND A BUSINESS EXPO HALL. EMBRACE + EMBOLDEN CENTERED ON GETTING DEEPER INTO OUR PRACTICES AND CONNECTING WITH THE CORE VALUES OF BELONGING, DIGNITY, AND HUMANITY. OUR GOAL FOR THE CONFERENCE WAS TO MOVE BEYOND THE NOTION OF EMPOWERMENT TOWARDS A VISION OF STRENGTHENING. THE 2024 CONFERENCE WELCOMED 452 ATTENDEES FROM OVER 125 UTAH NONPROFITS. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES UTAH NONPROFITS ASSOCIATIONS ADVOCACY AND PUBLIC POLICY PROGRAM ENSURES THAT THE VOICE OF THE NONPROFIT SECTOR IS HEARD AND REPRESENTED AT ALL LEVELS OF GOVERNMENT. UNA MONITORS LEGISLATION, ENGAGES WITH POLICYMAKERS, AND MOBILIZES NONPROFIT LEADERS TO ACT ON ISSUES THAT IMPACT THEIR MISSIONS AND COMMUNITIES. BY ADVOCATING FOR POLICIES THAT STRENGTHEN THE SECTOR, PROTECTING NONPROFIT INTERESTS, AND PROMOTING CIVIC ENGAGEMENT, UNA PLAYS A CRITICAL ROLE IN SHAPING A SUPPORTIVE ENVIRONMENT FOR UTAHS NONPROFITS. IN ADDITION, UNA FOSTERS COLLABORATION ACROSS THE SECTOR BY CONVENING NONPROFITS FOR DIALOGUE, PARTNERSHIP, AND COLLECTIVE IMPACT EFFORTS. THROUGH COALITIONS, WORKING GROUPS, AND STATEWIDE INITIATIVES, UNA HELPS BUILD A MORE CONNECTED, INFORMED, AND UNITED NONPROFIT COMMUNITY. |
| FORM 990, PAGE 6, PART VI, LINE 4 | IN SEPTEMBER 2024, THE UTAH NONPROFITS ASSOCIATION AMENDED ITS BYLAWS TO FORMALIZE PROCEDURES FOR BOARD AND COMMITTEE ACTIONS TAKEN OUTSIDE OF MEETINGS. THE UPDATED LANGUAGE CLARIFIES THAT ACTIONS MAY BE APPROVED WITHOUT CONVENING A MEETING IF WRITTEN NOTICE IS PROVIDED TO ALL VOTING MEMBERS AND THE REQUIRED NUMBER OF APPROVALS IS RECEIVED IN WRITING, INCLUDING VIA EMAIL. NEW PROVISIONS ALSO ALLOW DIRECTORS OR COMMITTEE MEMBERS TO REQUIRE BY SUBMITTING A WRITTEN REQUEST FOR AN IN-PERSON MEETING. ADDITIONALLY, THE BYLAWS NOW DEFINE QUORUM AND VOTING REQUIREMENTS FOR COMMITTEES, ALIGNING COMMITTEE GOVERNANCE PROCEDURES WITH THOSE OF THE FULL BOARD. THESE UPDATES WERE MADE TO STRENGTHEN TRANSPARENCY, CONSISTENCY, AND COMPLIANCE WITH BEST PRACTICES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | UTAH NONPROFITS ASSOCIATION IS A MEMBER-BASED ORGANIZATION WHICH HAS NONPROFIT, BUSINESS, AND INDIVIDUAL MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE ORGANIZATION'S CPA IN CONSULTATION WITH THE ORGANIZATION'S CEO. IT WAS REVIEWED IT DETAIL BY THE ORGANIZATION'S CEO AND TREASURER FOR ACCURACY AND REASONABILITY. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT WAS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION PROVIDES A COPY OF ITS CONFLICT-OF-INTEREST POLICY TO ALL OFFICERS AND DIRECTORS DURING ONBOARDING. IN ADDITION, A COPY IS PROVIDED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE STATEMENT, WHICH ACKNOWLEDGES AN UNDERSTANDING OF THE POLICY AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST THEY ARE AWARE OF. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS TO DETERMINE THE APPROPRIATE ACTION TO BE TAKEN TO ELIMINATE OR MITIGATE RISKS POSED BY THE CONFLICT. THE ORGANIZATION REQUIRES THAT OFFICERS AND DIRECTORS WITH CONFLICT OF INTEREST BE RECUSED FROM THE DELIBERATION AND VOTING RELATED TO A TRANSACTION OR ACTION IN WHICH THEY MAY HAVE CONFLICT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE CEO'S RATE OF PAY. ALL MEMBERS OF THE BOARD OF DIRECTORS WERE CONSIDERED TO BE INDEPENDENT OF THE CEO DURING THE YEAR. THE BOARD OF DIRECTORS USES A STATEWIDE SALARY SURVEY OF NONPROFIT EXECUTIVES TO ESTABLISH DATA COMPARABILITY FOR THE CEO'S COMPENSATION. THE BOARD OF DIRECTORS DOCUMENTS ITS DELIBERATION AND DETERMINATION OF THE CEO'S COMPENSATION CONTEMPORANEOUSLY IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND THROUGH THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S FORM 990 FOR SELECTED YEARS IS ALSO AVAILABLE THROUGH GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT DIRECT EXPENSES 12,104 SPECIAL EVENT DIRECT EXPENSES -12,104 |
| Software ID: | |
| Software Version: |