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← WOMENS LEADERSHIP INSTITUTE OF UTAH

Form 990 for tax year 2023

Filed by WOMENS LEADERSHIP INSTITUTE OF UTAH.

Totals

Total revenue
$582,771
Total expenses
$578,411
Contributions and grants received
$417,206
Grants paid
$2,317
Program service revenue
$176,063
Investment income
$3,346
Other revenue
-$13,844
Total assets, end of year
$982,794
Total liabilities, end of year
$34,924
Net assets or fund balances, end of year
$947,870
Program services expenses (Part IX)
$521,762
Management and general expenses
$36,079
Fundraising expenses
$20,570
Program service expenses (Part III)
$521,762

Program services were 90.2% 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.

  • 1c · Fundraising events

    $50,000

  • 1f · All other contributions, gifts and grants

    $367,206

  • 2a · Program service revenue: Attendance Fees

    total $171,613 · related or exempt $171,613

  • 2b · Program service revenue: Guest Speaker Revenue

    total $4,450 · related or exempt $4,450

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,346 · excluded $3,346

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $11,550

  • 8a · Fundraising events: contributions included on line 1c

    $50,000

  • 8b · Fundraising events: direct expenses

    $25,394

  • 8c · Net income from fundraising events

    total -$13,844 · excluded -$13,844

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,317 · program services $2,317

  • 5 · Compensation of officers, directors and key employees

    total $178,038 · program services $160,234 · management and general $8,902 · fundraising $8,902

  • 7 · Other salaries and wages

    total $132,409 · program services $120,829 · management and general $5,727 · fundraising $5,853

  • 8 · Pension plan contributions

    total $4,525 · program services $4,073 · management and general $226 · fundraising $226

  • 9 · Other employee benefits

    total $23,720 · program services $21,348 · management and general $1,186 · fundraising $1,186

  • 10 · Payroll taxes

    total $24,921 · program services $22,429 · management and general $1,246 · fundraising $1,246

  • 11b · Fees: legal

    total $501 · program services $501

  • 11c · Fees: accounting

    total $2,100 · management and general $2,100

  • 11g · Fees: other

    total $5,591 · program services $0 · management and general $5,591 · fundraising $0

  • 12 · Advertising and promotion

    total $50,144 · program services $48,608 · management and general $919 · fundraising $617

  • 13 · Office expenses

    total $10,130 · program services $9,288 · management and general $544 · fundraising $298

  • 14 · Information technology

    total $8,708 · program services $8,119 · management and general $167 · fundraising $422

  • 16 · Occupancy

    total $27,855 · program services $25,940 · management and general $543 · fundraising $1,372

  • 17 · Travel

    total $10,254 · program services $6,958 · management and general $3,296

  • 19 · Conferences, conventions and meetings

    total $97,198 · program services $91,118 · management and general $5,632 · fundraising $448

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $966,073 · end of year $565,676

  • 2 · Savings and temporary cash investments

    end of year $253,151

  • 4 · Accounts receivable

    beginning of year $2,120 · end of year $163,528

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $131 · end of year $439

  • 10a · Land, buildings and equipment: cost or other basis

    $1,592

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,592

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,808 · end of year $32,260

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $5 · end of year $2,664

  • 27 · Net assets without donor restrictions

    beginning of year $943,511 · end of year $947,871

Mission and programs · 2023

Mission

Toelevate the stature of women's leadership in Utahby improving society's understanding of the value of diversity in leadership roles.

Activities or mission (Part I)

TO ELEVATE THE STATURE OF WOMEN'S LEADERSHIP IN UTAH BY IMPROVING SOCIETY'S UNDERSTANDING OF THE VALUE OF DIVERSITY IN LEADERSHIP ROLES.

  • Career Development Series: WLI's Career Development Series is an eight-month program that will help you develop relevant skills and career strategies to improve your future possibilities. You will maximize your career choices, increase your network of colleagues and mentors, as well as learn from experts through our specific career development curriculum.

    Expenses $150,920 · Revenue $114,265

  • ElevateHer Challenge: Choosing to accept the ElevateHER Challenge means an organization pledges to elevate the stature of women's leadership. Each organization may adapt its own policies within its unique structure to meet the commitments. 1) Increase the percentage of women in senior leadership positions. 2) Increase the retention rate of women at all levels of your organization. 3) Increase the number of women on your organization's Board of Directors and encourage women to serve on community and corporate boards. 4) Monitor pay by gender and close identified gaps. 5) Establish or enhance a leadership development, mentoring and/or sponsorship programs for women. 6) Urge women to run for public office and give follow-up support.

    Expenses $139,737 · Revenue $10,048

  • Political Development Series: Is an interactive and instructive training that will teach you the 'how 'why' of running for public office. You will join a cohort of women and, over the course of six months, hear from a variety of experts and participate in various workshops-all designed to prepare you to run for a local or state-wide office.

    Expenses $96,739 · Revenue $1,702

  • The Urgency of Women Leaders: An educational conference held in Southern Utah which helps people understand the value and vitality of gender diversity and how it contributes to the economic success of Utah by developing women professionally and building the leadership pipeline. We elevate the stature and talents of women by supporting entities ready to transform company cultures. We inspire, educate and enable organizations to take full advantage of the innate talents of women.

    Expenses $60,610 · Revenue $5,660

  • Rising Leader Series: Intimate, dynamic gathering of women looking to lean into their next step in leadership. Designed to be hands on, these monthly cohorts focus on building and practicing leadership skills.

    Expenses $59,604 · Revenue $38,225

  • Other Programming

    Expenses $14,152 · Grants $2,317 · Revenue $6,163

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Linda Wardell

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Patricia Jones

    CEO & Board Member

    Total calculated
    $178,009
    From this org
    $170,824
    From related orgs
    $0
    Other
    $7,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,599
    Bonus
    $225
    Other
    $0
    Deferred
    $5,125
    Nontaxable benefits
    $2,060
    Filer's total
    $178,009

  • Ally Isom

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Amanda Covington

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bryan Scott

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Gomez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Heidi Walker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeff Weber

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Hafen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Katherina Holzhauser

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Victor Ingalls

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Brimhall

    CFO

    Total calculated
    $0
    Hours/week
    2

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349311681

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