Civic Intelligence

Utah Bar Foundation

990 • Fiscal year 2018 • EIN 87-6124936

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

Organization ProfileWWW.UTAHBARFOUNDATION.ORG
645 South 200 EastSalt Lake City, UT 84111-3834

(801) 297-7046

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,220,553

Flat from 2018

Net Assets

Flat

$3,180,556

Flat from 2018

Liabilities

Flat

$39,997

Flat from 2018

Revenue And Expenses

Revenue

Flat

$737,641

Flat from 2018

Expenses

Flat

$659,257

Flat from 2018

Net Income

Flat

$78,384

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $588,304Liabilities 2012: $850Net Assets 2012: $587,4542012Assets 2013: $498,521Liabilities 2013: $645Net Assets 2013: $497,8762013Assets 2014: $452,544Liabilities 2014: $25,553Net Assets 2014: $426,9912014Assets 2015: $711,207Liabilities 2015: $42,296Net Assets 2015: $668,9112015Assets 2016: $353,021Liabilities 2016: $41,289Net Assets 2016: $311,7322016Assets 2017: $3,144,212Liabilities 2017: $47,264Net Assets 2017: $3,096,9482017Assets 2018: $3,220,553Liabilities 2018: $39,997Net Assets 2018: $3,180,5562018Assets 2018: $3,220,553Liabilities 2018: $39,997Net Assets 2018: $3,180,5562018Assets 2019: $3,655,746Liabilities 2019: $52,307Net Assets 2019: $3,603,4392019Assets 2020: $4,020,305Liabilities 2020: $866,045Net Assets 2020: $3,154,2602020Assets 2021: $3,805,842Liabilities 2021: $622,545Net Assets 2021: $3,183,2972021Assets 2022: $3,002,322Liabilities 2022: $414,202Net Assets 2022: $2,588,1202022Assets 2023: $6,473,874Liabilities 2023: $1,755,517Net Assets 2023: $4,718,3572023Assets 2024: $11,067,254Liabilities 2024: $545,668Net Assets 2024: $10,521,5862024Assets 2025: $15,194,696Liabilities 2025: $512,837Net Assets 2025: $14,681,8592025

Highlighted filing

2018

Assets$3,220,553
Liabilities$39,997
Net Assets$3,180,556
Open 2018 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $301,4062012Revenue 2013: $189,464Expenses 2013: $313,213Net Income 2013: -$123,7492013Revenue 2014: $190,827Expenses 2014: $313,486Net Income 2014: -$122,6592014Revenue 2015: $546,248Expenses 2015: $307,217Net Income 2015: $239,0312015Revenue 2016: $311,475Expenses 2016: $669,941Net Income 2016: -$358,4662016Revenue 2017: $3,114,855Expenses 2017: $384,331Net Income 2017: $2,730,5242017Revenue 2018: $737,641Expenses 2018: $659,257Net Income 2018: $78,3842018Revenue 2018: $737,641Expenses 2018: $659,257Net Income 2018: $78,3842018Revenue 2019: $1,201,977Expenses 2019: $848,912Net Income 2019: $353,0652019Revenue 2020: $1,610,287Expenses 2020: $2,058,580Net Income 2020: -$448,2932020Revenue 2021: $1,522,551Expenses 2021: $1,917,532Net Income 2021: -$394,9812021Revenue 2022: $939,443Expenses 2022: $1,250,155Net Income 2022: -$310,7122022Revenue 2023: $4,551,506Expenses 2023: $2,595,130Net Income 2023: $1,956,3762023Revenue 2024: $6,973,509Expenses 2024: $1,537,682Net Income 2024: $5,435,8272024Revenue 2025: $7,455,782Expenses 2025: $3,981,697Net Income 2025: $3,474,0852025

Highlighted filing

2018

Revenue$737,641
Expenses$659,257
Net Income$78,384
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$980,578
Mission and Program Overview

Mission

1) promote legal education and increase the knowledge and awareness of the law in the community. 2) assist in providing legal services to the disadvantaged. 3) improve the administration of justice. 4) serve other worthwhile law-related public purposes.

To assist in providing legal services to the disadvatage, provide law- related education, and the advancement of professional ethics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,927,092$2,811,713▲ $884,621
Cash and Non-Interest-Bearing Accounts$1,170,339$344,604▼ $825,735
Accounts Receivable$46,781$64,236▲ $17,455
Total Assets$3,144,212$3,220,553▲ $76,341
Liabilities
Other Liabilities$41,809$35,724▼ $6,085
Accounts Payable and Accrued Expenses$5,455$4,273▼ $1,182
Total Liabilities$47,264$39,997▼ $7,267
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,599,611$2,361,508▼ $238,103
Unrestricted Net Assets$497,337$819,048▲ $321,711
Total Net Assets Fund Balance$3,096,948$3,180,556▲ $83,608
Total Liabilities and Net Assets / Fund Balance$3,144,212$3,220,553▲ $76,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim PauldingExecutive DiFT$72,500$72,500

Board Members and Trustees

NameTitle
Leoner PerrettaPresident
Adam CaldwelBoard Member
Judge Royal HansenBoard Member
Kristina RuedasBoard Member
Lori NelsonBoard Member
Peggy HuntTreasurer
Richard MrazikVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$612,533
Program Service Revenue
$0
Investment Income
$125,108
Other Revenue
$0
All Other Contributions
$612,533
Change in Net Assets
$78,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$718,864
Revenue Not Reported on Financial Statements
$18,777
Revenue Not Reported on Form 990
$8,944
Other Revenue Adjustments
$18,777
Total Revenue per Audited Statements
$727,808
Total Revenue per Form 990
$737,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$511,103
Salaries, Compensation, and Employee Benefits$103,339
Other Expenses$44,815
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$511,103--$511,103
Current Officers, Directors, Trustees, and Key Employees$61,625$10,875-$72,500
Other Salaries and Wages$18,360$3,240-$21,600
Fees for Services Accounting$9,976$1,760-$11,736
Travel$6,980--$6,980
Payroll Taxes$5,879$1,037-$6,916
Advertising$2,440--$2,440
Pension Plan Contributions$1,975$348-$2,323
Insurance$1,040$184-$1,224
Information Technology$380$67-$447
Fees for Services Other$340$60-$400
Office Expenses$188$34-$222
Other Expenses$800$200-$200
Total Functional Expenses$621,810$37,447$0$659,257

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$659,257
Total Expenses per Audited Statements$644,200
Expenses per Audited Statements$640,480
Expenses Not Reported on Financial Statements$18,777
Other Expense Adjustments$18,777
Expenses Not Reported on Form 990$3,720
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
And Justice for AllSalt Lake City, UT501c3Legal Assistance$191,193
Disability Law CenterSalt Lake City, UT501c3Legal Assistance$89,910
Law Related EducationSalt Lake City, UT501c3Legal Assistance$50,000
Legal Aid SocietySalt Lake City, UT501c3Legal Assistance$40,000
Utah Legal ServicesSalt Lake City, UT501c3Legal Assistance$40,000
Utah Dispute ResolutionSalt Lake City, UT501c3Legal Assistance$28,000
Catholic Community ServicesSalt Lake City, UT501c3Legal Assistance$20,000
Holy Cross MinistriesSalt Lake City, UT501c3Legal Assistance$15,000
Mountain MediationPark City, UT501c3Legal Assistance$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Liability - Unclaimed Fund$35,724
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
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

“A draft copy of the form 990 is presented to the board for their review prior to filing the form with the irs. The board has the opportunity to ask questions and request changes prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The foundation's governing documents are available upon request at hte foundation's offices.”

Filing and Contact Details

Filer

Filer Name
Utah Bar Foundation
EIN
87-6124936
Phone
8012977046
Address
645 SOUTH 200 EAST, SALT LAKE CITY, UT 84111-3834

Signing Officer

Name
Kim Paulding
Title
Executive Director
Phone
8012977046
Signed
2018-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Paulding
Formed
1963
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
Shaw & Co Pc
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment expenses -18,777 investment expenses 18,777”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. In addition, the foundation has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509 (a) of the internal revenue code. The foundation's forms 990, return of organization exempt from income tax, for the years ending june 30, 2018, 2017, 2016, and 2015 are subject to examination by the irs, generally for three years after they were filed. Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than-not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded. The foundation's primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the foundation's tax filings and does not believe that any material uncertain tax positions exist.”

Schedule D, Page 4, Part XI, Line 4B

“Investment expenses 18,777”

Schedule D, Page 4, Part XII, Line 4B

“Investment expenses 18,777”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509 (A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING JUNE 30, 2018, 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE FOUNDATION'S PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE FOUNDATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 18,777
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES 18,777
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEGAL ASSISTANCE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8LEGAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AND JUSTICE FOR ALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DISABILITY LAW CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HOLY CROSS MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LAW RELATED EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LEGAL AID SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MOUNTAIN MEDIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7UTAH DISPUTE RESOLUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8UTAH LEGAL SERVICES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE FORM WITH THE IRS. THE BOARD HAS THE OPPORTUNITY TO ASK QUESTIONS AND REQUEST CHANGES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT HTE FOUNDATION'S OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES -18,777 INVESTMENT EXPENSES 18,777
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,220,553
Liabilities
$39,997
Net assets
$3,180,556
Revenue
$737,641
Expenses
$659,257
Net income
$78,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.51$14.7$7.46$3.98$3.47
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.55$10.5$6.97$1.54$5.44
2023Detailed filing. Detailed filing data is available for this year.$6.47$1.76$4.72$4.55$2.60$1.96
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.41$2.59$0.94$1.25$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.81$0.62$3.18$1.52$1.92$0.39
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.87$3.15$1.61$2.06$0.45
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.05$3.60$1.20$0.85$0.35
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.04$3.18$0.74$0.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.04$3.18$0.74$0.66$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.05$3.10$3.11$0.38$2.73
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$0.31$0.67$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.67$0.55$0.31$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.43$0.19$0.31$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.19$0.31$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.30