Civic Intelligence

Palladium Foundation

990PF • Fiscal year 2019 • EIN 20-0137383

May 01, 2018 to Apr 30, 2019 • Filed on Feb 25, 2020

Organization Profile
2223 South Highland Drive E6-133Salt Lake City, UT 84106

(801) 296-0200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

3rd percentile

-152%

Higher net margin than 3% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

6th percentile

-9.0%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

69%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$51,345,255

Down $5,085,075 (-9.0%) from 2018

Net Assets

Down

$51,345,255

Down $5,085,075 (-9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin3rd percentile

Revenue

Up

$3,337,720

Up $1,363,813 (+69%) from 2018

Expenses

Down

$8,422,795

Down $3,765,617 (-31%) from 2018

Net Income

Up

-$5,085,075

Up $5,129,430 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $68,760,217Liabilities 2011: $234,7852011Assets 2012: $64,723,478Liabilities 2012: $711,2292012Assets 2013: $65,025,626Liabilities 2013: $1,972,6342013Assets 2014: $66,977,046Liabilities 2014: $02014Assets 2015: $66,586,104Liabilities 2015: $02015Assets 2016: $66,462,629Liabilities 2016: $1,0002016Assets 2017: $66,644,835Liabilities 2017: $0Net Assets 2017: $66,644,8352017Assets 2018: $56,430,330Liabilities 2018: $0Net Assets 2018: $56,430,3302018Assets 2019: $51,345,255Liabilities 2019: $0Net Assets 2019: $51,345,2552019Assets 2020: $51,369,295Liabilities 2020: $0Net Assets 2020: $51,369,2952020Assets 2021: $48,250,844Liabilities 2021: $0Net Assets 2021: $48,250,8442021Assets 2022: $46,965,152Liabilities 2022: $0Net Assets 2022: $46,965,1522022Assets 2023: $70,816,312Liabilities 2023: $0Net Assets 2023: $70,816,3122023Assets 2024: $72,109,853Liabilities 2024: $0Net Assets 2024: $72,109,8532024Assets 2025: $72,419,986Liabilities 2025: $0Net Assets 2025: $72,419,9862025

Highlighted filing

2019

Assets$51,345,255
Liabilities$0
Net Assets$51,345,255
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2011: $419,530Expenses 2011: $2,822,369Net Income 2011: -$2,402,8392011Revenue 2012: -$3,675,308Expenses 2012: $837,875Net Income 2012: -$4,513,1832012Revenue 2013: $959,671Expenses 2013: $1,918,928Net Income 2013: -$959,2572013Revenue 2014: $4,892,415Expenses 2014: $968,361Net Income 2014: $3,924,0542014Revenue 2015: $2,484,503Expenses 2015: $2,875,445Net Income 2015: -$390,9422015Revenue 2016: $1,753,972Expenses 2016: $1,878,447Net Income 2016: -$124,4752016Revenue 2017: $1,031,392Expenses 2017: $848,186Net Income 2017: $183,2062017Revenue 2018: $1,973,907Expenses 2018: $12,188,412Net Income 2018: -$10,214,5052018Revenue 2019: $3,337,720Expenses 2019: $8,422,795Net Income 2019: -$5,085,0752019Revenue 2020: $913,113Expenses 2020: $889,073Net Income 2020: $24,0402020Revenue 2021: $2,675,144Expenses 2021: $5,793,595Net Income 2021: -$3,118,4512021Revenue 2022: $3,512,246Expenses 2022: $4,797,938Net Income 2022: -$1,285,6922022Revenue 2023: $41,124,775Expenses 2023: $17,273,615Net Income 2023: $23,851,1602023Revenue 2024: $19,310,813Expenses 2024: $18,017,272Net Income 2024: $1,293,5412024Revenue 2025: $66,882,185Expenses 2025: $66,572,052Net Income 2025: $310,1332025

Highlighted filing

2019

Revenue$3,337,720
Expenses$8,422,795
Net Income-$5,085,075
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER SPEERSPresidentPT$0--
SCOTT V JOHNSTONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Palladium Foundation
EIN
20-0137383
Address
2223 SOUTH HIGHLAND DRIVE E6-133, SALT LAKE CITY, UT 84106

Signing Officer

Name
Jennifer Speers
Title
President
Signed
2020-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Hbme LLC
Address
559 West 500 South, Bountiful, UT 84010
Preparer
Clarke R Bradshaw
Phone
8012960200
Raw XML AppendixShowing 400 of 574 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13223456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-8262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-21696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1618821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17605457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-70786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0262329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4156554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5149585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6260750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8503380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91544837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10364344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11425149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12340328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13365897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14694869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15452395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16947518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171568796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183570000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DA DAVIDSON 73000744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc173000 BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc224000 BOEING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3153000 COSTCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4160000 FHLMC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150000 MAXIM INTEGRATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250000 RPM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100000 BOEING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc85863 ISHARES EDGE MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910469 ISHARES RUSSELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102775 ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112044 ISHARES RUSSELL GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121508 ISHARES S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132254 ISHARES S&P MIDCAP 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1434136.845 JOHN HANCOCK III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1527315.238 LAZARD INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1618880 VANGUARD FTSE ALL WORLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1714657 VANGUARD VALUE EFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CARROL DRILLING LAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02763163
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5085075
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051345255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056430330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051345255
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026474
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt038500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026474
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058925
IRS990PF/FMVAssetsEOYAmt060116934
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0753163
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0864003
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0864003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02532573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01856613
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01877129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015143041
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010850752
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019599516
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt033443536
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt036611688
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt033443536
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt033443536
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0480492
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0468403
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0468402
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03079123
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03079123
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt03079123
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056430330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt060116934
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056430330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056430330
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt056430330
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0909373
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0782825
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0785225
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026768099
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01052312
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025715787
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0401521
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01318329
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026366578
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026768099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER SPEERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT V JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0867 EAST SIMPSON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1867 EAST SIMPSON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184106
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0556557
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt03450616
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0967026
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0799770
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt01127263
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0473073
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt02933024
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0821972
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0679805
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0958174
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02004-01-21
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt08245609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt027741836
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt012006822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt04299345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt03190060
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt08245609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt027741836
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt012006822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt04299345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt03190060
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0878886
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt04484373
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01043587
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01269083
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01292817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03859144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03890899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011940502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04290667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03190060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02677907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03882929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.146365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.38113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.11270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.09110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt031755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026366578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt031329402

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,345,255
Liabilities
$0
Net assets
$51,345,255
Revenue
$3,337,720
Expenses
$8,422,795
Net income
-$5,085,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$66.9$66.6$0.31
2024Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$19.3$18.0$1.29
2023Detailed filing. Detailed filing data is available for this year.$70.8$0.00$70.8$41.1$17.3$23.9
2022Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$3.51$4.80$1.29
2021Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$2.68$5.79$3.12
2020Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$0.91$0.89$0.02
2019Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$3.34$8.42$5.09
2018Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$1.97$12.2$10.2
2017Detailed filing. Detailed filing data is available for this year.$66.6$0.00$66.6$1.03$0.85$0.18
2016Summary only. Only limited summary data is available for this year.$66.5$0.00$1.75$1.88$0.12
2015Summary only. Only limited summary data is available for this year.$66.6$0.00$2.48$2.88$0.39
2014Summary only. Only limited summary data is available for this year.$67.0$0.00$4.89$0.97$3.92
2013Summary only. Only limited summary data is available for this year.$65.0$1.97$0.96$1.92$0.96
2012Summary only. Only limited summary data is available for this year.$64.7$0.71$3.68$0.84$4.51
2011Summary only. Only limited summary data is available for this year.$68.8$0.23$0.42$2.82$2.40