2026-04-14T13:29:01-05:00 2025-06-30 870343246 Squire & Company PC 1329 S 800 E Orem UT 84097 990 2024-07-01 942851681 United Way of Central and Southern Utah UNIT 8013742588 148 North 100 West Provo UT 84603 Bill Hulterstrom President 8013742588 2026-04-14 1 1 M Paul Winward P00290039 8012256900 2026-04-01 2024 2025-03-06 01:10:19Z United Way of Utah County Bill Hulterstrom 148 North 100 West Provo UT 84603 7563887 0 X www.unitedwayuc.org X 1963 UT We improve lives by mobilizing the caring power of our local community to provide resources and programs that focus on health, education, and income. 25 25 102 7500 0 0 5523034 6428089 523800 763287 39 10 212868 287616 6259741 7479002 1311620 1611080 0 0 3094921 3430062 0 0 681437 2004073 2133612 6410614 7174754 -150873 304248 2635410 2637272 1468394 979537 1167016 1657735 X We improve lives by mobilizing the caring power of our local community to provide resources and programs that focus on health, education, and income. 0 0 3109207 143177 EveryDay Learners (Education) - The ability to learn and read makes a difference for later success in life. We work with parents to ensure that all children are ready to start school and stay in school. We do this by funding internal and community partner programs that provide free or low- cost resources. These programs increase literacy by establishing home libraries, helping kids overcome learning delays, and providing tutoring and parent educational resources. Last year, our Help Me Grow program served 1,909 children and performed 2,862 developmental and behavioral screenings to identify and provide referrals for growth development, communication and behavioral skills. 2505026 1437294 EveryDay Support (Income) - Families and individuals have a basic need of achieving financial stability. We work to empower them to reach sustainable income by funding internal and community partner programs to provide free or low-cost resources. These resources include free income tax preparation, utilities and rent assistance, job skills training, adult computer literacy, and financial classes and counseling. In 2023, we brought back almost $5 million in tax refunds into the community through the Volunteer Income Tax Assistance program, which increases the stability and earning potential of those we serve. 634305 30609 EveryDay Strong (Health) - Anxiety and depression are on the rise in Utah County youth, and we are working to build resilient kids and strong communities. We do this by funding internal and community partner programs that provide free or low-cost resources. These programs promote health education and child abuse prevention, support suicide prevention training, and provide parent training and education. Last year, we trained every school counselor in the Alpine and Nebo School Districts, potentially reaching 80,000+ children. We aim to help every child in Utah County feel safe, connected, and confident. 103121 Donor Designated Contributions - includes amounts contributed to United Way designated for specific nonprofit organizations. Since most of these organizations are not United Way member agencies the purposes of the donations have not been categorized into the first three program services listed (Education, Income, and Health). The total distributed to these nonprofit organizations was $178,481 (this amount and the recipients of these funds is not included on Schedule I). 103121 6351659 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 17 0 102 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Kristen Ross 8013742588 148 N 100 W Provo UT 84603 Amy Magleby Member 1.00 X 0 0 0 Devin Baer Member 1.00 X 0 0 0 Holly Peterson Member 1.00 X 0 0 0 Steve Anderson Member 1.00 X 0 0 0 Jeanette Bennett Member 1.00 X 0 0 0 Mari Heimuli Member 1.00 X 0 0 0 Mike Roberts Member 1.00 X 0 0 0 Justin Olson Member 1.00 X 0 0 0 Andrea Martinez Member 1.00 X 0 0 0 Ben Peterson Member 1.00 X 0 0 0 Brent Platt Member 1.00 X 0 0 0 Francis Gibson Member 1.00 X 0 0 0 Jacque Durfey Member 1.00 X 0 0 0 Janae Moss Member 1.00 X 0 0 0 Joel Dagenais Member 1.00 X 0 0 0 Jonathan Park Member 1.00 X 0 0 0 Julie Mecham Member 1.00 X 0 0 0 Linda Makin Member 1.00 X 0 0 0 Lisa Paletta Member 1.00 X 0 0 0 Liz Darger Member 1.00 X 0 0 0 Norm Wright Member 1.00 X 0 0 0 Paige Bennett Member 1.00 X 0 0 0 Phil Suglia Member 1.00 X 0 0 0 Rick Nielsen Member 1.00 X 0 0 0 Stephen Whyte Member 1.00 X 0 0 0 Bill Hulterstrom President 40.00 10.00 X 172437 0 42372 Arnolyn Miller Finance Director 40.00 X 70414 0 17188 Kristen Ross Finance Manager 40.00 X 46563 0 9993 289414 0 69553 1 0 1 0 0 194931 1910402 4322756 1597710 6428089 Management Fee Income 666287 666287 Rent from affiliated organization 97000 97000 763287 10 10 370917 84885 286032 286032 286032 Other 1584 1584 1584 7479002 1584 0 1049329 241973 241973 1369107 1369107 289414 252404 24939 12071 2463395 2141247 24310 297838 141994 113312 14057 14625 331135 276335 11197 43603 204124 175257 4637 24230 18107 9959 5432 2716 231068 65181 38152 127735 420162 325190 4294 90678 104992 94418 1562 9012 289527 258615 4093 26819 67048 56846 1933 8269 66237 56221 2082 7934 11116 10872 244 42368 37008 707 4653 8588 4309 1284 2995 24632 20889 686 3057 Community projects 645996 645996 Donor designations 188006 188006 Dues and subscriptions 15765 8514 2049 5202 7174754 6351659 141658 681437 63719 43574 18760 8808 485725 949481 292723 119320 18400 41300 43674 28275 2754852 1767015 1076864 987837 990 634555 458677 2635410 2637272 397105 254910 30241 23900 27946 387368 230000 625734 470727 1468394 979537 X 483023 872400 683993 785335 1167016 1657735 2635410 2637272 304248 186471 0 X 0 1 X 1 1 1 X 4042779 4938811 4457319 5523034 6428089 25390032 4042779 4938811 4457319 5523034 6428089 25390032 25390032 306002 306001 313852 313739 370917 1610511 284008 296430 688800 523800 763287 2556325 29556868 0.85900 0.86230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2567478 1634937 932541 44286 42523 1763 143088 89555 53533 987837 Operating lease right-of-use assets 458677 458677 Lease liability 470727 470727 7562352 186471 84885 271356 7290996 188006 188006 7479002 7071633 84885 84885 6986748 188006 188006 7174754 Part XI, Line 2d - Other Adjustments: Rental expenses netted against revenue 84,885. Part XI, Line 4b - Other Adjustments: Donor designations paid to other organizations 188,006. Part XII, Line 2d - Other Adjustments: Rental expenses netted against revenue 84,885. Part XII, Line 4b - Other Adjustments: Donor designations paid to other organizations 188,006. 1 Community Action Services 815 South Freedom Blvd Provo UT 84601 870491952 3 5200 219744 Estimted fair value Rent subsidy Support efforts Sub for Santa / Angel Tree 7460 1369107 Estimated fair value Clothing, books, household items X 0 0 0 0 0 0 0 0 0 Bill Hulterstrom President 172437 0 0 0 0 0 13702 0 28670 0 214809 0 0 0 X 1597710 Estimated fair value 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 was provided to each board member for review. In addition, the board's finance committee reviewed the Form 990 in detail. Any requested changes were incorporated as a result of this review prior to the Form's 990 submission to the IRS. Form 990, Part VI, Section B, line 12c Members of the Board are required to sign the Code of Ethics and disclose any known or potential conflicts of interest. Any conflicts are then reviewed by the Board. Form 990, Part VI, Section B, line 15 Director - part of the compensation committee task, as well. The salary must be approved by the board of directors. Employee - the president makes recommendation to a salary committee consisting of board members called to serve by the Chair & Finance Chair. The committee then sets the salaries and then it is approved by the board of directors. Form 990, Part VI, Section C, line 19 Governing documents are made available upon request. United Way Community Services 148 West 100 North Provo UT 84603 870332098 Transporting seniors and disabled individuals UT 501(c)(3) Line 7 United Way of Central and Southern Utah 0 United Way of Iron County 148 West 100 North Provo UT 84603 870490766 Supporting the community UT 501(c)(3) Line 7 United Way of Central and Southern Utah 0 United Way Dixie 148 West 100 North Provo UT 84603 870637720 Supporting the community UT 501(c)(3) Line 7 United Way of Central and Southern Utah 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 United Way Community Services J 152756 Actual receipts United Way Community Services L 666287 Actual receipts United Way Community Services O 106970 Actual cost