Mission
See Schedule O
Small Public Charity
Utah CPA Foundation - A nonprofit Corporation
Utah CPA Foundation - A nonprofit Corporation is a nonprofit organization categorized as Small Public Charity based in Salt Lake City, UT. Its most recent IRS filing (2024) reports revenue of $57K, expenses of $13K, total assets of $204K. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $71K.
EIN: 870626076
Salt Lake City, UT
Alumni Associations
NTEE: B84
Latest filing: 2024
Total Revenue$57K
Total Expenses$13K
Total Assets$204K
Grant Records3
Funding Total$71K
Filing Years2022–2024
Where $100 goes at Utah CPA Foundation - A nonprofit Corporation
How Utah CPA Foundation - A nonprofit Corporation divides every $100 it spends, from its own Form 990-EZ filings, averaged across 3 years.
$84
Programs
the work itself
$16
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $84 for programs
$84
To encourage the advancement and dissemination of knowledge relating to accounting and business matters
Source: Form 990-EZ filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
$8,595
$50,250
$11,974
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
Director
Dustin Wood
Director
Loisanne Kattleman
Director
Matt Klein
President
Michael Michelsen
Director
Patsy Halladay
Director
Robert Cole
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $57K | $13K | $204K |
| 2023 | $57K | $9K | $176K |
| 2022 | $76K | $10K | $137K |
Between 2022 and 2024, reported annual revenue declined from $76K to $57K (-25%), with total assets most recently reported at $204K.
Interactive year-over-year charts and full filing details available with membership.