This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $1,554,617 | $1,384,654 | $900 | $3,204,316 | $2,292,653 |
| FY2024 | 990 | $1,268,677 | $1,353,428 | $25,635 | $3,173,703 | $2,151,484 |
| FY2023 | 990 | $1,449,758 | $1,365,501 | $50,250 | $3,138,210 | $2,133,155 |
| FY2022 | 990 | $1,167,635 | $1,232,368 | $11,974 | $2,773,323 | $2,187,101 |
| FY2021 | 990 | $1,238,055 | $1,199,951 | $0 | $2,449,613 | $2,284,738 |
| FY2020 | 990 | $1,269,294 | $1,353,627 | $0 | $2,258,806 | $1,813,783 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 75% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UTAH CPA FOUNDATIONSALT LAKE CITY, UT | EDUCATION | $50,250 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Anholt | President-Elect | 0.5 | $0 |
| Dan Frei | President | 1.0 | $0 |
| Dan Greer | Secretary | 0.5 | $0 |
| David Peaden | Treasurer |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Not available |
| $17,040 |
| 2024 |
| UTAH CPA FOUNDATIONSALT LAKE CITY, UT | EDUCATION | $11,974 | 2022 |
| UTAH CPA FOUNDATIONSALT LAKE CITY, UT | EDUCATION | $8,595 | 2024 |
| 1.0 |
| $0 |
| Rusty Hansen | Vice President | 0.5 | $0 |
| Susan A Speirs Cpa | Chief Executive Officer | 50.0 | $209,991 |
| Clinton Armstrong | Member at Large | 0.5 | $0 |
| Jason Tomlinson | Past President | 0.5 | $0 |
| Melanie Spencer | Member at Large | 0.5 | $0 |
| Noah Meyers | Member at Large | 0.5 | $0 |
| Stacy Weight | AICPA Council Rep | 0.5 | $0 |
| Amy Spencer | Marketing Director | 40.0 | $102,725 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Mar 31, 2024IRS bulk XML
Filing id 202520459349301587
Form 990 · FY2023 · period ending Mar 31, 2023IRS bulk XML
Filing id 202400409349301950
Form 990 · FY2022 · period ending Mar 31, 2022
Filing id 202330419349300523
Form 990 · FY2021 · period ending Mar 31, 2021
Filing id 202210249349300776
Form 990 · FY2020 · period ending Mar 31, 2020
Filing id 202120299349300722
Form 990 · FY2019 · period ending Mar 31, 2019
Filing id 201912399349300631
Form 990 · FY2018 · period ending Mar 31, 2018
Filing id 201910239349300226
Form 990 · FY2017 · period ending Mar 31, 2017
Filing id 201733469349300443
Form 990 · FY2016 · period ending Mar 31, 2016
Filing id 201603549349300530
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.