Organizations Filed Purposes:
TEACH INDIVIDUALS AND FAMILIES HOW TO MANAGE THEIR FINANCES WISELY TO IMPROVE AND SUSTAIN FINANCIAL WELL-BEING
SAVINGS PROGRAMS - 1 INDIVIDUAL DEVELOPMENT ACCOUNTS MATCH THE SAVINGS OF LOW INCOME WORKING UTAHNS WITH $3 FOR EVERY $1 UP TO $1,500 SAVED TOWARD THE PURCHASE OF A FIRST HOME, SMALL BUSINESS START-UP OR CAPITALIZATION, AN ASSISTIVE TECHNOLOGY FOR WORK RELATED ACTIVITIES AND/OR POST-SECONDARY EDUCATION INCLUDING VOCATIONAL TRAINING. 2 OPPORTUNITY ACCOUNTS ARE MONITORED SAVINGS ACCOUNTS FOR PEOPLE PARTICIPATING IN FINANCIAL COACHING. THEY CAN BE USED TO PAY DOWN DEBT, SAVE FOR SELF-IDENTIFIED GOALS OR EMERGENCY SAVINGS ACCOUNT. 3 UTAH SAVES IS A CAMPAIGN TO MOTIVATE, SUPPORT, AND ENCOURAGE LOW INCOME UTAHNS TO SAVE, REDUCE DEBT AND BUILD WEALTH.
FINANCIAL COACHING AND EDUCATION - FREE INDIVIDUAL STRENGTH-BASED FINANCIAL COACHING HELPS CONSUMERS BUILD AND IMPROVE LONG-TERM FINANCIAL STABILITY. SERVICES INCLUDE: ANALYSIS OF CREDIT WORTHINESS AND SPENDING HABITS CREATION OF A BUDGET/SPENDING PLAN DEBT MANAGEMENT WISE USES OF CREDIT AND CONSUMER INFORMATION.
COMMUNITY EDUCATION- FINANCIAL COURSES TAUGHT IN A GROUP SETTING TO INCREASE UNDERSTANDING OF PERSONAL FINANCIAL MANAGEMENT.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Martha Wunderli | Executive Dir. | 45 | $75,000 |
| Glenn Herzberg | Trustee | 1 | $0 |
| Stephen Fitzpatrick | Trustee | 1 | $0 |
| Cameron Bishop | Trustee | 1 | $0 |
| Cassie Alvey | Trustee | 1 | $0 |
| Paul R Thomsen | Trustee | 1 | $0 |
| Tricia Schumann | Trustee | 1 | $0 |
| Jenny Allen Ryan | Vice President | 1 | $0 |
| Ptoshia K Merrills | Trustee | 1 | $0 |
| Nathan Cluff | Treasurer | 1 | $0 |
| Matthew Ballard | Secretary | 1 | $0 |
| Jory L Trease Esq | Trustee | 1 | $0 |
| Greg Behrmann | Chairman | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202002029349300775_public.xml