Civic Intelligence

Palladium Foundation

990PF • Fiscal year 2020 • EIN 20-0137383

May 01, 2019 to Apr 30, 2020 • Filed on Jan 14, 2021

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

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

44th percentile

2.6%

Higher net margin than 44% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

27th percentile

0.0%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$51,369,295

Up $24,040 (+0.0%) from 2019

Net Assets

Up

$51,369,295

Up $24,040 (+0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin44th percentile

Revenue

Down

$913,113

Down $2,424,607 (-73%) from 2019

Expenses

Down

$889,073

Down $7,533,722 (-89%) from 2019

Net Income

Up

$24,040

Up $5,109,115 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$51,369,295
Liabilities$0
Net Assets$51,369,295
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$913,113
Expenses$889,073
Net Income$24,040
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jan 14, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay15th 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
2021-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Hbme LLC
Address
559 West 500 South, Bountiful, UT 84010
Preparer
Clarke R Bradshaw
Phone
8012960200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1010753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-2034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-81910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1572664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-79123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt088030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1258976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2153309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3263613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4264573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5147392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6139193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7136176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt982928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10445736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1233303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1352181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1471063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152894775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16119673
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/PropertyDesc0DA DAVIDSON 73000744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250000 PLUM CREEK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150000 BROADRIDGE FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3250000 NEW YORK NY CITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250000 MOODY'S CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5145000 ROPERT TECHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6135000 VENTAS REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7120000 EXPEDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200000 FEDERAL FARM CREDIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9867 ISHARES EDGE MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102587 ISHARES RUSSELL (IWF)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1196 ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12144 ISHARES S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132666.752 JOHN HANCOCK III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc143941.375 LAZARD INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1575,120 VANGUARD FTSE ALL WORLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD VALUE EFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CARROL DRILLING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0440995
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010776
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024040
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051369295
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt051345255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051369295
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025918
IRS990PF/FMVAssetsEOYAmt057823368
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0864003
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0698708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0698708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01856613
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01975287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01971040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010850752
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011457364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017863789
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt033444570
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt033443536
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt033444570
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt033444570
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0468403
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0456312
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0456312
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt03079123
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051369295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057823368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051369295
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt051345255
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051369295
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0782825
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0837054
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0888949
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022721630
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01088097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021633533
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0340824
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01119040
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022380806
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022721630
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/CurrentYearAmt0466394
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt02789747
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0556557
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0967026
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0799770
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0396435
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt02371285
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0473073
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0821972
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0679805
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02004-01-21
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0707855
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt025259631
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt08245609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt012006822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt04299345
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0707855
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt025259631
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt08245609
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt012006822
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt04299345
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0746027
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt03937583
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0878886
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01043587
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01269083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04262402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04270106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08213854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011940502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04290667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03190060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02677907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.190449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.31153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.38113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.11270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.08225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt022380806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt026366578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt031329402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038072479

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,369,295
Liabilities
$0
Net assets
$51,369,295
Revenue
$913,113
Expenses
$889,073
Net income
$24,040
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