Civic Intelligence

Utah Heritage and Arts Foundation Inc

EIN 85-3721660 • 501(c)3 • Salt Lake City, UT

Profile

To support the divisions within the utah department of heritage & arts. To raise funding (both financial and in-kind donations) to support the utah department of heritage & arts's initiatives as determined by the legislature.

3760 S Highland Dr 400Salt Lake City, UT 84106
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

97th percentile

85%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

405%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$14,912,145

Up $1,809,502 (+14%) from 2023

Liabilities

Down

$0

Down $219,974 (-100%) from 2023

Net Assets

Up

$14,912,145

Up $2,029,476 (+16%) from 2023

Revenue

Down

$2,691,373

Down $10,474,806 (-80%) from 2023

Expenses

Down

$661,897

Down $156,579 (-19%) from 2023

Net Income

Down

$2,029,476

Down $10,318,227 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2020: $516,797Liabilities 2020: $0Net Assets 2020: $516,7972020Assets 2022: $754,940Liabilities 2022: $219,974Net Assets 2022: $534,9662022Assets 2023: $13,102,643Liabilities 2023: $219,974Net Assets 2023: $12,882,6692023Assets 2024: $14,912,145Liabilities 2024: $0Net Assets 2024: $14,912,1452024

Highlighted filing

2024

Assets$14,912,145
Liabilities$0
Net Assets$14,912,145

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2020: $581,646Expenses 2020: $64,849Net Income 2020: $516,7972020Revenue 2022: $174,090Expenses 2022: $25,817Net Income 2022: $148,2732022Revenue 2023: $13,166,179Expenses 2023: $818,476Net Income 2023: $12,347,7032023Revenue 2024: $2,691,373Expenses 2024: $661,897Net Income 2024: $2,029,4762024

Highlighted filing

2024

Revenue$2,691,373
Expenses$661,897
Net Income$2,029,476

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$2,691,373
Mission and Program Overview

Mission

To support the divisions within the utah department of heritage & arts. To raise funding (both financial and in-kind donations) to support the utah department of heritage & arts's initiatives as determined by the legislature.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,882,669$14,912,145▲ $2,029,476
Cash and Non-Interest-Bearing Accounts$3,102,643$4,912,145▲ $1,809,502
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,102,643$14,912,145▲ $1,809,502
Other Assets Total$10,000,000$10,000,000→ $0
Liabilities
Grants Payable$219,974$0▼ $219,974
Total Liabilities$219,974$0▼ $219,974
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,882,669$14,912,145▲ $2,029,476
Total Liabilities and Net Assets / Fund Balance$13,102,643$14,912,145▲ $1,809,502

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,000,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donna LawBoard President
Katherine PotterBoard Vice President
Tenielle HumphreysBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,691,373
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,691,373
Change in Net Assets
$2,029,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$661,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,704--$1,704
Total Functional Expenses$661,897$0$0$661,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Financial information is provided to accountant who completes all 990 forms. These forms are then sent via email to the board members who review and give approval via email for forms to be finalized and submitted.

Form 990, Part VI, Section B, Line 12C

The organization annually requires all board members to complete and submit an updated conflict of interest form. The board chair reviews these documents and follows internal procedures for any conflicts of interest that arise. To date there have been none.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The process is as follows. An individual completes a request form for the foundation documents, which includes name, mailing address, phone number and a description of the records requested. The foundation is required to respond to the request within 10 working days and provie the documents. The foundation is currently working on a webpage that will have these documents available to the public.

Filing and Contact Details

Filer

Filer Name
Utah Heritage and Arts Foundation Inc
EIN
85-3721660
Phone
8012457202
Address
3760 S HIGHLAND DR 400, SALT LAKE CITY, UT 84106

Signing Officer

Name
Donna Law
Title
Executive Director
Phone
8012457202
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Law
Formed
2020
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
20

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
Marc a Metcalf
Phone
8015327444
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ANNUALLY REQUIRES ALL BOARD MEMBERS TO COMPLETE AND SUBMIT AN UPDATED CONFLICT OF INTEREST FORM. THE BOARD CHAIR REVIEWS THESE DOCUMENTS AND FOLLOWS INTERNAL PROCEDURES FOR ANY CONFLICTS OF INTEREST THAT ARISE. TO DATE THERE HAVE BEEN NONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE PROCESS IS AS FOLLOWS. AN INDIVIDUAL COMPLETES A REQUEST FORM FOR THE FOUNDATION DOCUMENTS, WHICH INCLUDES NAME, MAILING ADDRESS, PHONE NUMBER AND A DESCRIPTION OF THE RECORDS REQUESTED. THE FOUNDATION IS REQUIRED TO RESPOND TO THE REQUEST WITHIN 10 WORKING DAYS AND PROVIE THE DOCUMENTS. THE FOUNDATION IS CURRENTLY WORKING ON A WEBPAGE THAT WILL HAVE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH HERITAGE AND ARTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0853721660
ReturnHeader/Filer/PhoneNum08012457202
ReturnHeader/Filer/USAddress/AddressLine1Txt03760 S HIGHLAND DR 400
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202253063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANNER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 S STATE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08015327444
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A METCALF
ReturnHeader/ReturnTs02025-08-14T16:21:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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