Form 990 for tax year 2022
Filed by UTAH HEALTH POLICY PROJECT.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 7 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $2,251,318
- Total expenses
- $2,839,733
- Contributions and grants received
- $2,051,816
- Grants paid
- $347,294
- Program service revenue
- $217,981
- Investment income
- $365
- Other revenue
- -$18,844
- Total assets, end of year
- $2,999,620
- Total liabilities, end of year
- $492,737
- Net assets or fund balances, end of year
- $2,506,883
- Program services expenses (Part IX)
- $2,495,274
- Management and general expenses
- $298,736
- Fundraising expenses
- $45,723
- Program service expenses (Part III)
- $2,495,274
Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$70,000
-
1c · Fundraising events
$34,717
-
1e · Government grants (contributions)
$1,455,041
-
1f · All other contributions, gifts and grants
$492,058
-
1g · Noncash contributions included above
$1,851
-
2a · Program service revenue: COMMISSIONS
total $85,576 · related or exempt $85,576
-
2b · Program service revenue: COVERAGE TO CARE
total $104,736 · related or exempt $104,736
-
2c · Program service revenue: OTHER
total $15,087 · related or exempt $15,087
-
2d · Program service revenue: REGISTRATION
total $12,582 · related or exempt $12,582
-
3 · Investment income
total $365 · excluded $365
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$27,000
-
8a · Fundraising events: contributions included on line 1c
$34,717
-
8b · Fundraising events: direct expenses
$45,844
-
8c · Net income from fundraising events
total -$18,844
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $347,294 · program services $347,294
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $131,822 · program services $112,164 · management and general $16,564 · fundraising $3,094
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,412,034 · program services $1,201,460 · management and general $177,428 · fundraising $33,146
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $26,011 · program services $22,132 · management and general $3,268 · fundraising $611
-
10 · Payroll taxes
total $117,205 · program services $99,727 · management and general $14,727 · fundraising $2,751
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $19,439 · program services $16,540 · management and general $2,443 · fundraising $456
-
12 · Advertising and promotion
total $448,670 · program services $394,694 · management and general $53,976
-
13 · Office expenses
total $58,460 · program services $49,744 · management and general $7,345 · fundraising $1,371
-
14 · Information technology
total $91,829 · program services $78,134 · management and general $11,539 · fundraising $2,156
-
15 · Royalties
total $0
-
16 · Occupancy
total $67,506 · program services $57,439 · management and general $8,482 · fundraising $1,585
-
17 · Travel
total $18,382 · program services $18,382
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $32,492 · program services $32,492
-
20 · Interest
total $10,313 · program services $8,775 · management and general $1,296 · fundraising $242
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,808 · program services $3,241 · management and general $478 · fundraising $89
-
23 · Insurance
total $9,468 · program services $8,056 · management and general $1,190 · fundraising $222
-
24a · Other expenses: UNCOLLECTED SERVICE FEES
total $45,000 · program services $45,000
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,050,520 · end of year $1,330,309
-
2 · Savings and temporary cash investments
beginning of year $255,291 · end of year $385,860
-
3 · Pledges and grants receivable
beginning of year $2,044,305 · end of year $1,204,600
-
4 · Accounts receivable
beginning of year $4,744 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $9,682
-
10a · Land, buildings and equipment: cost or other basis
$32,398
-
10b · Land, buildings and equipment: accumulated depreciation
$17,631
-
10c · Land, buildings and equipment, net
beginning of year $18,575 · end of year $14,767
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $51,363
-
15 · Other assets
beginning of year $3,039 · end of year $3,039
-
17 · Accounts payable and accrued expenses
beginning of year $36,194 · end of year $327,668
-
19 · Deferred revenue
beginning of year $95,082
-
23 · Secured mortgages and notes payable
beginning of year $149,900 · end of year $165,069
-
27 · Net assets without donor restrictions
beginning of year $542,519 · end of year $224,874
-
28 · Net assets with donor restrictions
beginning of year $2,552,779 · end of year $2,282,009
Mission and programs · 2022
Mission
TO ADVANCE SUSTAINABLE HEALTH CARE SOLUTIONS FOR UNDERSERVED UTAHNS THROUGH BETTER ACCESS, EDUCATION, AND PUBLIC POLICY.
-
TAKE CARE UTAH:TAKE CARE UTAH (TCU) WAS LAUNCHED IN 2010 AS A COMMUNITY-BASED HEALTH INSURANCE ASSISTANCE PROGRAM. IT HAS SINCE EXPANDED SIGNIFICANTLY AND SERVES PRIMARILY LOW-INCOME AND UNDESERVED UTAHNS OF DISPARATE BACKGROUNDS, INCLUDING INDIVIDUALS WHO ARE REFUGEES, HISPANIC, HOMELESS, LGBTQ, OR WHO STRUGGLE WITH SUBSTANCE ABUSE DISORDERS. THE ORGANIZATION MANAGES HEALTH ACCESS ASSISTERS DIRECTLY AND PROVIDES TRAINING, SUPPORT, AND AN ONLINE LOOKUP TOOL TO ADDITIONAL ASSISTERS MANAGED BY OTHER ORGANIZATIONS ACROSS THE STATE. NO MATTER WHERE AN INDIVIDUAL RESIDES IN UTAH, THERE IS AN ASSISTER NEARBY WHO WILL PROVIDE FAIR, ACCURATE, AND IMPARTIAL SERVICES. TCU'S GOAL IS TO GET AS MANY INDIVIDUALS AND FAMILIES AS POSSIBLE ENROLLED IN HEALTH INSURANCE AND ACCESSING NEEDED HEALTH CARE SERVICES.
Expenses $1,739,042 · Grants $347,294 · Revenue $202,894
-
POLICY:UTAH HEALTH POLICY PROJECT WAS FOUNDED TO ADVOCATE FOR IMPROVEMENTS IN UTAH'S HEALTH CARE SYSTEM THROUGH POLICY CHANGE AT THE NATIONAL, STATE, AND LOCAL LEVELS. THE ORGANIZATION FOCUSES POLICY ADVOCACY EFFORTS ON UNDERSERVED HEALTH CARE CONSUMERS, WITH EMPHASIS PLACED ON MEDICAID, THE CHILDREN'S HEALTH INSURANCE PROGRAM, AND THE AFFORDABLE CARE ACT. THE ORGANIZATION'S MAJOR POLICY ACHIEVEMENT IS THE PASSAGE AND IMPLEMENTATION OF MEDICAID EXPANSION TO BENEFIT TENS OF THOUSANDS OF LOW-INCOME ADULTS.
Expenses $756,232
As filed on the 2022 return.
Listed in Part VII
-
Matthew Slonaker JDMATTHEW SLONAKER JD
Executive Dir.
- Total calculated
- $131,822
- From this org
- $130,612
- From related orgs
- $0
- Other
- $1,210
- Hours/week
- 40
-
Sara Carbajal-SalisburySARA CARBAJAL-SALISBURY
Secretary
- Total calculated
- $0
- Hours/week
- 0.25
-
Sandra CarpioSANDRA CARPIO
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Kristy ChambersKRISTY CHAMBERS
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd ColemanLLOYD COLEMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Pat FlemingPAT FLEMING
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Paul GibbsPAUL GIBBS
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Alan OrmsbyALAN ORMSBY
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dr Scott PoppenDR SCOTT POPPEN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sheila SrivastavaSHEILA SRIVASTAVA
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
-
Mark MoffatMARK MOFFAT
Trustee
- Total calculated
- $0
- Hours/week
- 0.25
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$142,151
CHIP ASSISTANCE
-
$79,330
CHIP ASSISTANCE
-
$67,315
CHIP ASSISTANCE
-
$58,498
CHIP ASSISTANCE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313059349301766
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