Civic Intelligence

Utah Community Action Partnership Association

990 • Fiscal year 2018 • EIN 87-0509521

Oct 01, 2017 to Sep 30, 2018 • Filed on Apr 25, 2018

5284 Commerce Dr Ste C-264Murray, UT 84107

(801) 433-3025

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.17x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

26th percentile

-5.9%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$58,464

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$312,012

Down $59,992 (-16%) from 2017

Net Assets

Down

$257,454

Down $46,958 (-15%) from 2017

Liabilities

Down

$54,558

Down $13,034 (-19%) from 2017

Revenue

Down

$764,649

Down $112,339 (-13%) from 2017

Expenses

Up

$809,433

Up $22,566 (+2.9%) from 2017

Net Income

Down

-$44,784

Down $134,905 (-150%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $293,797Liabilities 2011: $79,426Net Assets 2011: $214,3712011Assets 2012: $274,585Liabilities 2012: $34,120Net Assets 2012: $240,4652012Assets 2013: $268,733Liabilities 2013: $51,988Net Assets 2013: $216,7452013Assets 2014: $237,362Liabilities 2014: $40,558Net Assets 2014: $196,8042014Assets 2015: $279,912Liabilities 2015: $51,744Net Assets 2015: $228,1682015Assets 2016: $251,341Liabilities 2016: $37,050Net Assets 2016: $214,2912016Assets 2017: $372,004Liabilities 2017: $67,592Net Assets 2017: $304,4122017Assets 2018: $312,012Liabilities 2018: $54,558Net Assets 2018: $257,4542018Assets 2019: $268,244Liabilities 2019: $12,578Net Assets 2019: $255,6662019Assets 2020: $235,832Liabilities 2020: $20,711Net Assets 2020: $215,1212020Assets 2021: $199,021Liabilities 2021: $20,149Net Assets 2021: $178,8722021Assets 2022: $180,818Liabilities 2022: $19,041Net Assets 2022: $161,7772022Assets 2023: $147,153Liabilities 2023: $71,216Net Assets 2023: $75,9372023Assets 2024: $191,678Liabilities 2024: $160,724Net Assets 2024: $30,9542024

Highlighted filing

2018

Assets$312,012
Liabilities$54,558
Net Assets$257,454

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $731,3142011Expenses 2012: $549,9982012Expenses 2013: $711,6842013Revenue 2014: $633,248Expenses 2014: $653,189Net Income 2014: -$19,9412014Revenue 2015: $741,733Expenses 2015: $710,369Net Income 2015: $31,3642015Revenue 2016: $645,470Expenses 2016: $651,721Net Income 2016: -$6,2512016Revenue 2017: $876,988Expenses 2017: $786,867Net Income 2017: $90,1212017Revenue 2018: $764,649Expenses 2018: $809,433Net Income 2018: -$44,7842018Revenue 2019: $747,775Expenses 2019: $749,563Net Income 2019: -$1,7882019Revenue 2020: $406,958Expenses 2020: $447,503Net Income 2020: -$40,5452020Revenue 2021: $442,601Expenses 2021: $478,850Net Income 2021: -$36,2492021Revenue 2022: $372,912Expenses 2022: $390,007Net Income 2022: -$17,0952022Revenue 2023: $498,278Expenses 2023: $584,118Net Income 2023: -$85,8402023Revenue 2024: $997,150Expenses 2024: $1,042,133Net Income 2024: -$44,9832024

Highlighted filing

2018

Revenue$764,649
Expenses$809,433
Net Income-$44,784
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Apr 25, 2018
Return Version
2017v2.3
Gross Receipts
$764,649
Mission and Program Overview

Mission

Cap utah leads, strengthens, and supports the community action network in order to build thriving communities and end poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$226,803$183,797▼ $43,006
Accounts Receivable$144,596$122,561▼ $22,035
Land, Buildings, and Equipment, Net$605$5,654▲ $5,049
Total Assets$372,004$312,012▼ $59,992
Liabilities
Accounts Payable and Accrued Expenses$67,592$54,558▼ $13,034
Total Liabilities$67,592$54,558▼ $13,034
Net Assets / Fund Balance
Temporarily Rstr Net Assets$237,244$243,695▲ $6,451
Unrestricted Net Assets$67,168$13,759▼ $53,409
Total Net Assets Fund Balance$304,412$257,454▼ $46,958
Total Liabilities and Net Assets / Fund Balance$372,004$312,012▼ $59,992

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,654$126,775$132,429
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nissa NewtonExecutive DiFT$58,464$58,464

Board Members and Trustees

NameTitle
Kim LambChair
Jason WildePast Chair
Clint CottamVice Chair
Chris IpsenBoard Member
Gina CorniaBoard Member
Jamie BringhurstBoard Member
Jennifer GodfreyBoard Member
Julie RosierBoard Member
Lucas MartinBoard Member
Pam MorrisonBoard Member
Roberty EllisBoard Member
Karen MccandlessSecretary
Keith LeonardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$749,967
Program Service Revenue
$14,618
Investment Income
$64
Other Revenue
$0
All Other Contributions
$130,053
Change in Net Assets
$-44,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$525,930
Salaries, Compensation, and Employee Benefits$283,503
Total Fundraising Expense$7,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,168--$183,168
Current Officers, Directors, Trustees, and Key Employees$46,088$8,251$4,125$58,464
Fees for Services Accounting$190$32,709-$32,899
Travel$30,428--$30,428
Other Employee Benefits$24,850--$24,850
All Other Expenses$21,201$1,652-$22,853
Payroll Taxes$17,021--$17,021
Occupancy$10,172$1,173$887$12,232
Other Expenses$5,970$3,043$1,521$10,534
Information Technology$4,789$474$237$5,500
Advertising$5,146--$5,146
Office Expenses$1,179$692$346$2,217
Depreciation Depletion$1,161--$1,161
Insurance$1,052--$1,052
Total Functional Expenses$754,323$47,994$7,116$809,433
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board of director's reviews and approves the 990 prior to efiling.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Utah Community Action Partnership a
EIN
87-0509521
Phone
8014333025
Address
5284 COMMERCE DR STE C-264, MURRAY, UT 84107

Signing Officer

Name
Clint Cottam
Title
Vice Chair
Phone
8014333025
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clint Cottam
Formed
1994
Legal Domicile
Ut
Voting Board Members
14
Independent Board Members
14
Employees
6

Preparer

Firm
Stewart Reeve CPA
Address
898 E 2100 S, LEHI, UT 84043-5137
Preparer
Stewart Reeve
Phone
8017879614
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Community action partnership of utah (cap utah) is the statewide association for utah's nine community action agencies. The community action network envisions an end to poverty in utah. Our member agencies work toward this vision every day by providing services to low-income families and individuals across the state.

Form 990, Page 2, Part III, Line 4A

SITES IN TOTAL.

Form 990, Part XI, Line 9

Accural adjustment -2,174

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IRS990/OtherExpensesGrp/TotalAmt310534
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183168
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183168
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IRS990/PayrollTaxesGrp/ProgramServicesAmt017021
IRS990/PayrollTaxesGrp/TotalAmt017021
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CLINT COTTAM
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IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIPS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15100
IRS990/ProgSrvcAccomActy2Grp/Desc0POVERTY & COMMUNITY OUTREACH -PUBLISHED THE ANNUAL REPORT ON POVERTY IN UTAH. -COLLABORATED WITH LOCAL ADVOCATES TO PROTECT AND INCREASE FUNDING FOR LOW-INCOME PROGRAMS. -HOSTED NUMEROUS POVERTY SIMULATIONS ACROSS THE STATE TO EDUCATE STAKEHOLDERS, FROM POLICY MAKERS TO LOCAL COMMUNITY LEADERS, ABOUT THE DAY-TO-DAY REALITIES OF LIFE WITH A SHORTAGE OF MONEY AND AN ABUNDANCE OF STRESS. -DISSEMINATED INFORMATION ABOUT POVERTY IN UTAH AND COMMUNITY ACTION AGENCY PROGRAMS AND SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017974
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09518
IRS990/ProgSrvcAccomActy3Grp/Desc0TRAINING & TECHNICAL ASSISTANCE -PROVIDED RESULTS ORIENTATED MANAGEMENT AND ACCOUNTABILITY (ROMA) TRAINING TO MEMBER AGENCIES. -PROVIDED INDIVIDUAL AGENCY TRAINING ON 3-YEAR NEEDS ASSESMENT ACTIVITIES AND PLANNING. -HOSTED ANNUAL POVERTY CONFERENCE, OVER 175 PARTICIPCANTS WITH OVER 40 TRAINING TOPICS COVERED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0137991
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0122760
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0861293
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0557212
IRS990/PYProgramServiceRevenueAmt015695
IRS990/PYRevenuesLessExpensesAmt090121
IRS990/PYSalariesCompEmpBnftPaidAmt0229655
IRS990/PYTotalExpensesAmt0786867
IRS990/PYTotalRevenueAmt0876988
IRS990/ReconcilationRevenueExpnssAmt0-44784
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0861293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0614944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0741733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0633248
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014682
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0749967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0861293
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0741733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0633248
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03601185
IRS990ScheduleA/TotalSupportAmt03601185
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05654
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126775
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0132429
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05654
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY ACTION PARTNERSHIP OF UTAH (CAP UTAH) IS THE STATEWIDE ASSOCIATION FOR UTAH'S NINE COMMUNITY ACTION AGENCIES. THE COMMUNITY ACTION NETWORK ENVISIONS AN END TO POVERTY IN UTAH. OUR MEMBER AGENCIES WORK TOWARD THIS VISION EVERY DAY BY PROVIDING SERVICES TO LOW-INCOME FAMILIES AND INDIVIDUALS ACROSS THE STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SITES IN TOTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTOR'S REVIEWS AND APPROVES THE 990 PRIOR TO EFILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCURAL ADJUSTMENT -2,174
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0754323
IRS990/TotalFunctionalExpensesGrp/TotalAmt0809433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067592
IRS990/TotalLiabilitiesEOYAmt054558
IRS990/TotalLiabilitiesGrp/BOYAmt067592
IRS990/TotalLiabilitiesGrp/EOYAmt054558
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0257454
IRS990/TotalProgramServiceExpensesAmt0754323
IRS990/TotalProgramServiceRevenueAmt014618
IRS990/TotalReportableCompFromOrgAmt058464
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014682
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0764649
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0372004
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0312012
IRS990/TravelGrp/ProgramServicesAmt030428
IRS990/TravelGrp/TotalAmt030428
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt067168
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013759
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05284 COMMERCE DR
IRS990/USAddress/CityNm0MURRAY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084107
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.CAPUTAH.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLINT COTTAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08014333025
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH COMMUNITY ACTION PARTNERSHIP A
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870509521
ReturnHeader/Filer/PhoneNum08014333025
ReturnHeader/Filer/USAddress/AddressLine1Txt05284 COMMERCE DR STE C-264
ReturnHeader/Filer/USAddress/CityNm0MURRAY
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ReturnHeader/Filer/USAddress/ZIPCd084107
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:22:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263801066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEWART REEVE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0898 E 2100 S

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.16$0.03$1.00$1.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.07$0.08$0.50$0.58$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.02$0.16$0.37$0.39$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.02$0.18$0.44$0.48$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$0.41$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.75$0.75$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.05$0.26$0.76$0.81$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.07$0.30$0.88$0.79$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.04$0.21$0.65$0.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.05$0.23$0.74$0.71$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.20$0.63$0.65$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.05$0.22$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.08$0.21$0.73