2025-11-14T13:09:45-05:00 2024-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-01-01 870282380 UNITED JEWISH FEDERATION OF UTAH UNIT 8015810102 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 ALEX SHAPIRO EXECUTIVE DIRECTOR 8015810102 2025-11-14 true true SHALAUN T HOWELL CPA P00969274 8012943155 2025-11-14 2024 2025-03-06 01:10:19Z ALEX SHAPIRO 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 2673205 false X WWW.SHALOMUTAH.ORG X 1957 UT THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE. 17 17 8 50 0 2152401 2168955 7043 168317 33479 24520 -4075 -7794 2188848 2353998 1304166 1228852 0 302516 407470 0 165576 244329 411456 1851011 2047778 337837 306220 2056727 2431981 104294 89208 1952433 2342773 X THE FEDERATION'S MISSION IS TO BUILD AND MAINTAIN A VIBRANT AND INCLUSIVE JEWISH COMMUNITY THROUGH MEETING HUMAN NEEDS, PROMOTING JEWISH IDENTITY, AND ENCOURAGING COMMITMENT TO THE NEEDS OF JEWISH PEOPLE. false false 1731101 1228852 168317 THE UNITED JEWISH FEDERATION OF UTAH IS AN INCLUSIVE, VOLUNTEER-DRIVEN ORGANIZATION DEDICATED TO PRESERVING, ENRICHING, AND CARING FOR THE JEWISH COMMUNITY IN UTAH, IN ISRAEL, AND AROUND THE WORLD. IN 2024, THE FEDERATION ADVANCED ITS MISSION THROUGH COMMUNITY PROGRAMMING, PHILANTHROPIC ENGAGEMENT, AND STRATEGIC PARTNERSHIPS THAT STRENGTHEN JEWISH LIFE AND PROMOTE UNITY. THE FEDERATION PROVIDED SUPPORT FOR EDUCATIONAL, CULTURAL, AND HUMANITARIAN INITIATIVES LOCALLY AND ABROAD, AND CONTINUED ITS COMMITMENT TO COMBATING ANTISEMITISM AND HATE THROUGH COLLABORATIVE CIVIC ENGAGEMENT. THROUGH ITS PROGRAMS AND GRANTMAKING, THE FEDERATION REACHED HUNDREDS OF INDIVIDUALS AND FAMILIES ACROSS UTAH AND SUPPORTED CRITICAL NEEDS IN ISRAEL AND JEWISH COMMUNITIES WORLDWIDE. THROUGH THESE EFFORTS, THE FEDERATION CONTINUES TO FOSTER CONNECTION, LEADERSHIP, AND RESILIENCE ACROSS THE JEWISH AND BROADER UTAH COMMUNITIES, ENSURING A VIBRANT AND SECURE JEWISH FUTURE. 1731101 true true false false false false false false false false false false false false false true false false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 0 0 8 true false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false UT X X ELENA WEISSBURD 8015810102 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 ALEX SHAPIRO EXECUTIVE DI 40.00 X 133200 0 0 AMY GOODMAN CHAIR 3.00 X X 0 0 0 MICHELE SACKHEIM WEIN VICE PRESIDE 3.00 X X 0 0 0 RON ZAMIR VICE PRESIDE 1.00 X X 0 0 0 MARK BAER VICE PRESIDE 2.00 X X 0 0 0 JIM SCHALLHEIM VICE PRESIDE 1.00 X X 0 0 0 SHERRI ZIGMAN SECRETARY 3.00 X X 0 0 0 JODIE SOBEL BOARD MEMBER 2.00 X 0 0 0 JUDI AMSEL BOARD MEMBER 1.00 X 0 0 0 LISA BERNATH BOARD MEMBER 2.00 X 0 0 0 ZOE CALAHORRA BOARD MEMBER 2.00 X 0 0 0 RON HAUBEN BOARD MEMBER 2.00 X 0 0 0 SETH HERRING BOARD MEMBER 1.00 X 0 0 0 SAM KIPPER BOARD MEMBER 1.00 X 0 0 0 CAROL LEVY BOARD MEMBER 2.00 X 0 0 0 DAVID LITVACK BOARD MEMBER 1.00 X 0 0 0 SHAINA QUINN BOARD MEMBER 1.00 X 0 0 0 JUNE VOLK BOARD MEMBER 1.00 X 0 0 0 133200 1 false false false 11183 2157772 51625 2168955 HUMANITARIAN MISSION TRAVEL 813410 150149 150149 COMMUNITY EVENT REGISTRATIONS 813410 15668 15668 OTHER 813410 2500 2500 168317 33432 33432 211878 220790 -8912 -8912 -8912 90623 11183 98417 -7794 -7794 2353998 168317 16726 1228852 1228852 133596 60118 6680 66798 227324 126373 42300 58651 4283 1168 1026 2089 12775 4120 2092 6563 29492 15260 4031 10201 8300 8300 5 5 76922 63088 3834 10000 2519 1821 616 82 28738 7049 15287 6402 9720 3240 3240 3240 158596 158591 5 11071 4342 6729 3035 570 2083 382 SUPPLIES 40210 40210 BAD DEBT 27268 27268 BANK AND MERCHANT FEES 17613 17613 CATERING 13079 13079 14380 3220 9992 1168 2047778 1731101 151101 165576 558904 92338 660830 1312083 53584 152823 1404 4246 10915 14490 771090 856001 2056727 2431981 94294 79434 10000 9774 104294 89208 X 1596266 1927151 356167 415622 1952433 2342773 2056727 2431981 X 306220 84120 X true X false true false X 841631 930893 1249120 2152401 2168955 7343000 841631 930893 1249120 2152401 2168955 7343000 308575 7034425 6559 2200 12319 35227 33432 89737 7432737 358042 0.94640 0.92640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2285007 84120 -153106 -68986 2353993 5 5 2353998 1894667 1894667 5 153106 153111 2047778 SCHEDULE D, PAGE 3, PART X THE FEDERATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509 (A). THE FEDERATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FEDERATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. MANAGEMENT BELIEVES THAT THE FEDERATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN IN ITS ANNUAL FILING AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERATIONS FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D GROSS AMOUNTS RAISED ON BEHALF OF OTHERS -160,900 SPECIAL EVENT EXPENSES 7,794 SCHEDULE D, PAGE 4, PART XII, LINE 4B GROSS AMOUNTS RAISED ON BEHALF OF OTHERS 160,900 SPECIAL EVENT EXPENSES -7,794 BEN GURION 62331 5071 57260 40845 16414 5347 SUMMER PARTY 39475 6112 33363 32913 450 2448 101806 11183 90623 73758 16864 7795 98417 -7794 true MCGILLIS SCHOOL 668 SOUTH 1300 EAST SALT LAKE CITY UT 84102 753048375 501C3 13000 EDUCATION CONGREGATION KOL AMI 2425 HERITAGE WAY SALT LAKE CITY UT 84109 870293863 501C3 62300 YOUTH PROGRAMS TEMPLE HAR SHALOM PO BOX 681236 PARK CITY UT 84068 870543584 501C3 29948 YOUTH PROGRAMS JEWISH COMMUNITY CENTER 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 870238425 501C3 74150 PROGRAMMING JEWISH FAMILY SERVICE 1111 E BRICKYARD ROAD STE 218 SALT LAKE CITY UT 84106 870227089 501C3 60800 SOCIAL SERVICE AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501C3 212637 SOCIAL SERVICE CHABAD LUBAVITCH OF UTAH 1760 SOUTH 1100 EAST SALT LAKE CITY UT 84105 870500798 501C3 9500 ENGAGEMENT THE JEWISH FEDERATION OF NORTH AMER 25 BROADWAY 1700 NEW YORK NY 10004 131624240 501C3 399769 SOCIAL SERVICE HAROLD GRINSPOON FOUNDATION 67 HUNT ST STE 100 AGAWAM MA 01001 046685725 501C3 24513 EDUCATION ENGAGEMENT SECURE COMMUNITY NETWORK INC PO BOX 10303 CHICAGO IL 60610 201437733 501C3 226929 COMMUNITY SAFETY FRIENDS OF UNITED HATZALAH INC PO BOX 24666 NEW YORK NY 10087 113533002 501C3 18000 MEDICAL AID JEWISH NATIONAL FUND 78 RANDALL AVE ROCKVILLE CENTER NY 11570 131659627 501C3 10000 JEWISH COMMUNITY AFMDA 20 W 36TH STREET STE 1100 NEW YORK NY 10018 131790719 501C3 18000 MEDICAL AID 13 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION'S GRANTS ARE ISSUED UNDER A FORMAL GRANT CONTRACT OUTLINING THE TERMS OF THE GRANTS, INCLUDING THE EXPECTATIONS FOR USE OF FUNDS. THESE CONTRACTS ARE SIGNED BY THE ORGANIZATION AND THE RECEIPIENT. RECIPIENTS ARE REQUIRED TO PROVIDE FORMAL MID-YEAR AND END OF YEAR REPORTING DEMONSTRATING HOW THE GRANT AWARD WAS SPENT COMPARED TO BUDGETED AMOUNTS AND THE PROGRAMMATIC OUTCOMES THAT WERE ACHIEVED. COMPLIANCE WITH THE GRANT REPORTING REQUIREMENTS IS REQUIRED IN ORDER FOR A RECIPIENT TO BE ELIGIBLE TO PARTICIPATE IN THE NEXT GRANT CYCLE. X 8 51625 QUOTED VALUE AT DONATION false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS DISCLOSING THE TOTAL NUMBER OF DONATIONS (NOT THE NUMBER OF DONATED ITEMS). FORM 990, PAGE 2, PART III, LINE 4A THE UNITED JEWISH FEDERATION OF UTAH IS AN INCLUSIVE, VOLUNTEER-DRIVEN ORGANIZATION DEDICATED TO PRESERVING, ENRICHING, AND CARING FOR THE JEWISH COMMUNITY IN UTAH, IN ISRAEL, AND AROUND THE WORLD. IN 2024, THE FEDERATION ADVANCED ITS MISSION THROUGH COMMUNITY PROGRAMMING, PHILANTHROPIC ENGAGEMENT, AND STRATEGIC PARTNERSHIPS THAT STRENGTHEN JEWISH LIFE AND PROMOTE UNITY. THE FEDERATION PROVIDED SUPPORT FOR EDUCATIONAL, CULTURAL, AND HUMANITARIAN INITIATIVES LOCALLY AND ABROAD, AND CONTINUED ITS COMMITMENT TO COMBATING ANTISEMITISM AND HATE THROUGH COLLABORATIVE CIVIC ENGAGEMENT. THROUGH ITS PROGRAMS AND GRANTMAKING, THE FEDERATION REACHED HUNDREDS OF INDIVIDUALS AND FAMILIES ACROSS UTAH AND SUPPORTED CRITICAL NEEDS IN ISRAEL AND JEWISH COMMUNITIES WORLDWIDE. THROUGH THESE EFFORTS, THE FEDERATION CONTINUES TO FOSTER CONNECTION, LEADERSHIP, AND RESILIENCE ACROSS THE JEWISH AND BROADER UTAH COMMUNITIES, ENSURING A VIBRANT AND SECURE JEWISH FUTURE. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR, ACCOUNTANT, AND BOARD TREASURER FOR ACCURACY AND REASONABILITY. IN ADDITION, THE ENTIRE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 TO REVIEW AND IS GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE ORGANIZATIONS CONFLICT OF INTEREST POLICY. IN ADDITION, EACH OFFICER OR DIRECTOR IS REQUIRED TO COMPLETE AN ACKNOWLEDGEMENT EVIDENCING THAT THEY REVIEWED THE POLICY AND TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. NEW OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE POLICY AND COMPLETE THE ACKNOWLEDGEMENT WHEN THEY ARE HIRED OR WHEN THEIR TERM BEGINS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING ALL POTENTIAL CONFLICTS AND DETERMINING THE APPROPRIATE COURSE OF ACTION TO ELIMINATE OR MITIGATE THE RISKS POSED. RESPONSES TYPICALLY INCLUDE RECUSING THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DELIBERATION AND VOTING ON ANY ISSUE RELATED TO THE POTENTIAL CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS ESTABLISHED BY THE ORGANIZATIONS BOARD OF DIRECTORS, ALL OF WHICH ARE INDEPENDENT OF THE EXECUTIVE DIRECTOR. IN DETERMINING EXECUTIVE DIRECTOR COMPENSATION, THE BOARD REFERENCES NATIONAL AND REGIONAL SALARY STATISTICS FOR FEDERATIONS AND ORGANIZATIONS OF SIMILAR SIZE. THE DELIBERATION AND DETERMINATION OF EXECUTIVE DIRECTOR COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE ORGANIZATIONS BOARD MINUTES AND ANNUAL BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION'S OFFICES. FORM 990, PART XI, LINE 9 GROSS AMOUNTS RAISED ON BEHALF OF OTHERS -160,900 SPECIAL EVENT EXPENSES 7,794 GROSS AMOUNTS RAISED ON BEHALF OF OTHERS 160,900 SPECIAL EVENT EXPENSES -7,794