2025-11-17T13:29:31-05:00 2024-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-01-01 870272392 UTAH HERITAGE FOUNDATION UTAH 8015330858 375 N CANYON ROAD SALT LAKE CITY UT 84103 BRANDY STRAND EXECUTIVE DIRECTOR 8015330858 2025-11-17 true true SHALAUN T HOWELL CPA P00969274 8012943155 2025-11-17 2024 2025-03-06 01:10:19Z PRESERVATION UTAH BRANDY STRAND 375 N CANYON ROAD SALT LAKE CITY UT 84103 568021 false X WWW.PRESERVATIONUTAH.ORG X 1966 UT THE ORGANIZATION'S MISSION IS TO KEEP THE PAST ALIVE, NOT ONLY FOR PRESERVATION, BUT TO INSPIRE AND PROVOKE A MORE CREATIVE PRESENT AND SUSTAINABLE FUTURE. 18 18 15 434 15179 14179 125311 182432 33461 37893 46720 57408 -35656 67087 169836 344820 9000 0 0 149852 191790 13500 38715 86501 94249 245353 299539 -75517 45281 1802273 1986585 121909 257150 1680364 1729435 X THE ORGANIZATION'S MISSION IS TO KEEP THE PAST ALIVE, NOT ONLY FOR PRESERVATION, BUT TO INSPIRE AND PROVOKE A MORE CREATIVE PRESENT AND SUSTAINABLE FUTURE. false false 54830 117 EDUCATION & ADVOCACY PRESERVATION UTAHS ADVOCACY AND EDUCATION PROGRAMS ARE AT THE HEART OF OUR MISSION TO PROTECT AND CELEBRATE UTAHS ARCHITECTURAL AND HISTORICAL TREASURES. WE WORK WITH ELECTED OFFICIALS, ADMINISTRATORS, AND PROPERTY OWNERS TO PROMOTE PRESERVATION-ORIENTED PUBLIC POLICIES, SUPPORT RELEVANT LEGISLATION, AND DEVELOP CREATIVE, SUSTAINABLE SOLUTIONS. OUR EFFORTS GO BEYOND PROTECTING BUILDINGSWE STRIVE TO PRESERVE THE STORIES, CULTURE, AND HISTORY THAT DEFINE UTAH. WE EDUCATE THE PUBLIC ABOUT THE STATES HISTORIC BUILT ENVIRONMENT AND CULTURAL RESOURCES THROUGH LECTURES, TOURS, AND CULTURAL EVENTS. BY ACTIVELY ENGAGING THE COMMUNITY, WE EMPOWER INDIVIDUALS AND GROUPS TO TAKE OWNERSHIP OF THEIR LOCAL HERITAGE, ENSURING THAT PRESERVATION EFFORTS RESONATE ACROSS GENERATIONS. OUR ANNUAL PRESERVATION CONFERENCE IS UTAHS PREMIER GATHERING FOR PRESERVATION PROFESSIONALS, TECHNICAL EXPERTS, STUDENTS, PROPERTY OWNERS, AND THE PUBLIC. IT PROVIDES A UNIQUE OPPORTUNITY TO NETWORK, LEARN, AND COLLABORATE ON THE FUTURE OF HISTORIC PRESERVATION IN OUR STATE. 61797 9289 HISTORIC PROPERTIES PRESERVATION UTAHS HISTORIC PROPERTIES PROGRAM SAFEGUARDS UTAHS BUILT HERITAGE THROUGH LOANS,EASEMENTS, AND HANDS-ON REHABILITATION EFFORTS. SINCE 1970, OUR REVOLVING LOAN FUND HAS PROVIDED LOW-INTEREST LOANS TO HISTORIC PROPERTY OWNERS, ENSURING THAT PRESERVATION PROJECTS MEET NATIONAL STANDARDS WHILE REVITALIZING ENTIRE NEIGHBORHOODS. OUR EASEMENT PROGRAM OFFERS PERMANENT PROTECTION FOR MORE THAN 127 HISTORIC PROPERTIES ACROSS UTAH, WITH ANNUAL INSPECTIONS AND PERSONALIZED REPORTS TO HELP OWNERS MAINTAIN THEIR BUILDINGS. THROUGH OUR REHABILITATION PROGRAM, WE EQUIP THE PUBLIC WITH PRACTICAL PRESERVATION SKILLS VIA EXPERT-LED WORKSHOPS AND HANDS-ON TRAINING SESSIONS, ENSURING THAT HISTORIC PRESERVATION TECHNIQUES ARE PASSED DOWN TO FUTURE GENERATIONS. BY COMBINING FINANCIAL SUPPORT, LEGAL PROTECTIONS, AND EDUCATION, WE EMPOWER COMMUNITIES TO PRESERVE THE PLACES THAT DEFINE UTAHS HISTORY. 28328 28487 OTHER PROGRAM PRESERVATION UTAH OFFERS A VARIETY OF PROGRAMS THROUGHOUT THE YEAR THAT CELEBRATE AND SUPPORT HISTORIC PRESERVATION ACROSS THE STATE. THE COMMUNITY STEWARDSHIP AWARDS RECOGNIZE OUTSTANDING PRESERVATION EFFORTS EACH YEAR, HONORING PROJECTS AND INDIVIDUALS WHO HAVE SIGNIFICANTLY CONTRIBUTED TO PROTECTING UTAHS HISTORIC PLACES. AWARD CATEGORIES INCLUDE REHABILITATION AND RESTORATION, LEGACY BUSINESSES, ADAPTIVE REUSE, INDUSTRY EXPERTS, INDIVIDUALS OR ORGANIZATIONS, AND LIFETIME ACHIEVEMENT. OUR SEMI- ANNUAL HISTORIC HOMES TOURS SPOTLIGHT UTAHS HISTORIC NEIGHBORHOODS, OFFERING THE PUBLIC AN INSIDE LOOK AT PRESERVED HOMES AND THEIR ARCHITECTURAL SIGNIFICANCE. THESE TOURS EDUCATE PARTICIPANTS ON LOCAL HISTORY AND DESIGN AND INSPIRE THEM, DEMONSTRATING SUCCESSFUL PRESERVATION PROJECTS THAT OTHERS CAN REPLICATE IN THEIR COMMUNITIES. 144955 true true false false false false true false false false true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 5 0 15 true true true false false false false true true false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false UT X X X BOUNTIFUL PEAK ADVISORS 8012943155 1564 S 500 W STE 201 BOUNTIFUL UT 84010 BRANDY STRAND EXECUTIVE DI 40.00 X 68743 0 8704 TIMOTHY HOUPT CHAIR 4.00 X X 0 0 0 PATRICK BECKER VICE CHAIR 4.00 X X 0 0 0 RANDY HOFFMAN SECRETARY 3.00 X X 0 0 0 JACK HODGKINS BOARD MEMBER 1.50 X 0 0 0 MALARIE DEVINCENT BOARD MEMBER 1.00 X 0 0 0 WILLIAM PRATT BOARD MEMBER 3.00 X 0 0 0 STEVE CORNELL BOARD MEMBER 1.50 X 0 0 0 JACK DAVIS BOARD MEMBER 2.00 X 0 0 0 SUZY ESKENAZI BOARD MEMBER 2.00 X 0 0 0 DALTON GACKLE BOARD MEMBER 2.00 X 0 0 0 DAVID HUNTER BOARD MEMBER 2.00 X 0 0 0 NATHAN MILLER BOARD MEMBER 1.50 X 0 0 0 TRACEY SMITH BOARD MEMBER 2.00 X 0 0 0 AMBER ANDERSON BOARD MEMBER 1.50 X 0 0 0 NANCY ECKHOUT BOARD MEMBER 1.50 X 0 0 0 PAULA HARLINE BOARD MEMBER 2.00 X 0 0 0 RICHARD WESTNEDGE BOARD MEMBER 2.00 X 0 0 0 BREE SCHEER BOARD MEMBER 2.00 X 0 0 0 JAMES COCKS BOARD MEMBER 2.00 X 0 0 0 JENNY LUND BOARD MEMBER 2.00 X 0 0 0 SHALAE LARSEN BOARD MEMBER 2.00 X 0 0 0 CHRIS JENSEN BOARD MEMBER 2.00 X 0 0 0 68743 8704 false false false 6220 18337 95000 62875 8655 182432 REGISTRATION FEES 900099 28604 28604 CONSULTING FEES 900099 7946 7946 LOAN, INSPECTION, TITLE FEES 522291 1343 1343 37893 52637 52637 206369 16162 141946 21016 64423 -4854 59569 59569 44144 39373 4771 4771 4771 13205 18337 20866 -7661 -7661 CATERING COMMISSIONS 900099 15179 15179 15179 344820 37893 15179 109316 79840 16650 49666 13524 88282 73176 10347 4759 2205 1907 174 124 7708 6491 753 464 13755 7615 4682 1458 8840 8490 350 26956 26956 13500 13500 3588 3588 345 333 12 1809 1536 273 3700 1636 795 1269 1181 673 472 36 14095 7398 5348 1349 1568 1544 22 2 794 144 650 44 22 18 4 2000 2000 10088 5643 3306 1139 REPAIR AND MAINTENANCE 4962 2930 1605 427 FOOD AND BEVERAGE 4931 4783 148 BANK AND MERCHANT FEES 4829 1404 3325 100 EQUIPMENT RENTAL 2140 1072 894 174 2379 1508 485 386 299539 144955 115869 38715 1087 1105302 1100594 95000 96000 2325 8624 295976 328420 1000 1000 288573 270669 23284 17904 279386 300808 132148 1802273 1986585 20480 19589 12175 23084 89254 82329 132148 121909 257150 X 738818 795681 941546 933754 1680364 1729435 1802273 1986585 X 45281 3790 X false true X true false X 101459 198521 213827 30311 87432 631550 85300 85300 88000 95000 95000 448600 93000 89254 85624 78368 70255 416501 279759 373075 387451 203679 252687 1496651 36449 1460202 13065 17136 20689 46353 52637 149880 74748 74748 1721279 152999 0.84830 0.83630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 127 62.50 117 7 1 false 857.00 51400 true 241534 227329 14205 47039 43340 3699 17904 RIGHT-OF-USE ASSET 132148 132148 LEASE LIABILITY 132148 132148 X 611742 3790 91407 175313 270510 341232 3588 3588 344820 562671 91407 175313 266720 295951 3588 3588 299539 SCHEDULE D, PAGE 1, PART II, LINE 9 THE ORGANIZATION HAS ACQUIRED ITS CONSERVATION EASEMENTS THROUGH DONATION. THE ORGANIZATION CONSIDERS ITS CONSERVATION EASEMENTS TO BE COLLECTIONS, UNDER GAAP, BECAUSE THEY ARE HELD IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN AND THEY ARE PROTECTED, CARED FOR, AND PRESERVED. THE ORGANIZATION DOES NOT SELL ITS EASEMENTS. THE ORGANIZATION HAS ELECTED NOT TO CAPITALIZE ITS EASEMENTS, UNDER FASB ASC 958-360-25-3. UNDER FASB 958-605-19, CONTRIBUTED COLLECTION ITEMS THAT ARE NOT CAPITALIZED SHOULD NOT BE RECOGNIZED AS REVENUES OR GAINS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION 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 ORGANIZATION 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 ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. MANAGEMENT BELIEVES THAT THE ORGANIZATION 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 ORGANIZATIONS FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 12,351 MEMORIAL HOUSE RENT EXPENSES 162,962 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 12,351 MEMORIAL HOUSE RENT EXPENSES 162,962 GALA 31542 18337 13205 3650 8485 8731 31542 18337 13205 3650 8485 8731 20866 -7661 FORM 990, PAGE 2, PART III, LINE 4A EDUCATION & ADVOCACY PRESERVATION UTAHS ADVOCACY AND EDUCATION PROGRAMS ARE AT THE HEART OF OUR MISSION TO PROTECT AND CELEBRATE UTAHS ARCHITECTURAL AND HISTORICAL TREASURES. WE WORK WITH ELECTED OFFICIALS, ADMINISTRATORS, AND PROPERTY OWNERS TO PROMOTE PRESERVATION-ORIENTED PUBLIC POLICIES, SUPPORT RELEVANT LEGISLATION, AND DEVELOP CREATIVE, SUSTAINABLE SOLUTIONS. OUR EFFORTS GO BEYOND PROTECTING BUILDINGSWE STRIVE TO PRESERVE THE STORIES, CULTURE, AND HISTORY THAT DEFINE UTAH. WE EDUCATE THE PUBLIC ABOUT THE STATES HISTORIC BUILT ENVIRONMENT AND CULTURAL RESOURCES THROUGH LECTURES, TOURS, AND CULTURAL EVENTS. BY ACTIVELY ENGAGING THE COMMUNITY, WE EMPOWER INDIVIDUALS AND GROUPS TO TAKE OWNERSHIP OF THEIR LOCAL HERITAGE, ENSURING THAT PRESERVATION EFFORTS RESONATE ACROSS GENERATIONS. OUR ANNUAL PRESERVATION CONFERENCE IS UTAHS PREMIER GATHERING FOR PRESERVATION PROFESSIONALS, TECHNICAL EXPERTS, STUDENTS, PROPERTY OWNERS, AND THE PUBLIC. IT PROVIDES A UNIQUE OPPORTUNITY TO NETWORK, LEARN, AND COLLABORATE ON THE FUTURE OF HISTORIC PRESERVATION IN OUR STATE. FORM 990, PAGE 2, PART III, LINE 4B HISTORIC PROPERTIES PRESERVATION UTAHS HISTORIC PROPERTIES PROGRAM SAFEGUARDS UTAHS BUILT HERITAGE THROUGH LOANS,EASEMENTS, AND HANDS-ON REHABILITATION EFFORTS. SINCE 1970, OUR REVOLVING LOAN FUND HAS PROVIDED LOW-INTEREST LOANS TO HISTORIC PROPERTY OWNERS, ENSURING THAT PRESERVATION PROJECTS MEET NATIONAL STANDARDS WHILE REVITALIZING ENTIRE NEIGHBORHOODS. OUR EASEMENT PROGRAM OFFERS PERMANENT PROTECTION FOR MORE THAN 127 HISTORIC PROPERTIES ACROSS UTAH, WITH ANNUAL INSPECTIONS AND PERSONALIZED REPORTS TO HELP OWNERS MAINTAIN THEIR BUILDINGS. THROUGH OUR REHABILITATION PROGRAM, WE EQUIP THE PUBLIC WITH PRACTICAL PRESERVATION SKILLS VIA EXPERT-LED WORKSHOPS AND HANDS-ON TRAINING SESSIONS, ENSURING THAT HISTORIC PRESERVATION TECHNIQUES ARE PASSED DOWN TO FUTURE GENERATIONS. BY COMBINING FINANCIAL SUPPORT, LEGAL PROTECTIONS, AND EDUCATION, WE EMPOWER COMMUNITIES TO PRESERVE THE PLACES THAT DEFINE UTAHS HISTORY. FORM 990, PAGE 2, PART III, LINE 4C OTHER PROGRAM PRESERVATION UTAH OFFERS A VARIETY OF PROGRAMS THROUGHOUT THE YEAR THAT CELEBRATE AND SUPPORT HISTORIC PRESERVATION ACROSS THE STATE. THE COMMUNITY STEWARDSHIP AWARDS RECOGNIZE OUTSTANDING PRESERVATION EFFORTS EACH YEAR, HONORING PROJECTS AND INDIVIDUALS WHO HAVE SIGNIFICANTLY CONTRIBUTED TO PROTECTING UTAHS HISTORIC PLACES. AWARD CATEGORIES INCLUDE REHABILITATION AND RESTORATION, LEGACY BUSINESSES, ADAPTIVE REUSE, INDUSTRY EXPERTS, INDIVIDUALS OR ORGANIZATIONS, AND LIFETIME ACHIEVEMENT. OUR SEMI- ANNUAL HISTORIC HOMES TOURS SPOTLIGHT UTAHS HISTORIC NEIGHBORHOODS, OFFERING THE PUBLIC AN INSIDE LOOK AT PRESERVED HOMES AND THEIR ARCHITECTURAL SIGNIFICANCE. THESE TOURS EDUCATE PARTICIPANTS ON LOCAL HISTORY AND DESIGN AND INSPIRE THEM, DEMONSTRATING SUCCESSFUL PRESERVATION PROJECTS THAT OTHERS CAN REPLICATE IN THEIR COMMUNITIES. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE ORGANIZATION'S CPA IN CONSULTATION WITH THE ORGANIZATION'S EXECUTIVE DIRECTOR. IT WAS REVIEWED IT DETAIL BY THE ORGANIZATION'S TREASURER FOR ACCURACY AND REASONABILITY. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION PROVIDES A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL BOARD MEMBERS AND MANAGEMENT DURING ONBOARDING. IN ADDITION, A COPY IS PROVIDED ANNUALLY. ALL BOARD MEMBERS AND MANAGEMENT ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE STATEMENT, WHICH ACKNOWLEDGES AND UNDERSTANDING OF THE POLICY AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST THEY ARE AWARE OF. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE EXECUTIVE COMMITTEE TO DETERMINE THE APPROPRIATE ACTION TO BE TAKEN TO ELIMINATE OR MITIGATE RISKS POSED BY THE CONFLICT. THE ORGANIZATION REQUIRES THAT BOARD MEMBERS WITH CONFLICT OF INTEREST BE RECUSED FROM THE DELIBERATION AND VOTING RELATED TO A TRANSACTION OR ACTION IN WHICH THEY MAY HAVE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A AT THE TIME OR HIRE AND ON AN ANNUAL BASIS FOLLOWING, A COMMITTEE OF THE BOARD OF DIRECTORS ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE ORGANIZATION REQUIRES THAT NO MEMBER OF THE COMMITTEE HAVE A CONFLICT OF INTEREST RELATED TO THE COMPENSATION ARRANGEMENT. THE COMMITTEE USES SALARY SURVEYS, PUBLICLY AVAILABLE 990S, AND OTHER INFORMATION FOR SIMILAR POSITIONS AND SIMILAR ORGANIZATIONS WITHIN THE REGION TO ESTABLISH A REASONABLE LEVEL OF COMPENSATION. THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DISCUSSIONS AND DECISIONS IN COMMITTEE MINUTES. THE ORGANIZATION'S BOARD MEMBERS DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION'S OFFICE. IN ADDITION, THE ORGANIZATION'S 990S FOR THE PAST SEVERAL YEARS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND PRESERVATIONUTAH.ORG AND THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE UTAH DEPARTMENT OF COMMERCE DIVISION OF CORPORATIONS AND COMMERCIAL CODE. FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 12,351 MEMORIAL HOUSE RENT EXPENSES 162,962 SPECIAL EVENT EXPENSES -12,351 MEMORIAL HOUSE RENT EXPENSES -162,962