Civic Intelligence

Zumbro Family Foundation

EIN 20-2302435 • Murray, UT

879 E Three Fountains Drive 229Murray, UT 84107
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

84th percentile

31%

Faster asset growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

152%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$407,224

Up $97,145 (+31%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$407,224

Up $97,145 (+31%) from 2016

Revenue

Up

$126,234

Up $76,228 (+152%) from 2016

Expenses

Up

$29,090

Up $2,360 (+8.8%) from 2016

Net Income

Up

$97,144

Up $73,868 (+317%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $142,014Liabilities 2010: $0Net Assets 2010: $142,0142010Assets 2011: $160,029Liabilities 2011: $0Net Assets 2011: $160,0292011Assets 2012: $175,526Liabilities 2012: $0Net Assets 2012: $175,5262012Assets 2013: $190,978Liabilities 2013: $0Net Assets 2013: $190,9782013Assets 2014: $211,012Liabilities 2014: $0Net Assets 2014: $211,0122014Assets 2015: $286,804Liabilities 2015: $0Net Assets 2015: $286,8042015Assets 2016: $310,079Liabilities 2016: $0Net Assets 2016: $310,0792016Assets 2017: $407,224Liabilities 2017: $0Net Assets 2017: $407,2242017

Highlighted filing

2017

Assets$407,224
Liabilities$0
Net Assets$407,224

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Expenses 2010: $8,5632010Expenses 2011: $9,5852011Expenses 2012: $12,6192012Revenue 2013: $30,225Expenses 2013: $14,636Net Income 2013: $15,5892013Revenue 2014: $39,172Expenses 2014: $19,138Net Income 2014: $20,0342014Revenue 2015: $99,209Expenses 2015: $23,417Net Income 2015: $75,7922015Revenue 2016: $50,006Expenses 2016: $26,730Net Income 2016: $23,2762016Revenue 2017: $126,234Expenses 2017: $29,090Net Income 2017: $97,1442017

Highlighted filing

2017

Revenue$126,234
Expenses$29,090
Net Income$97,144

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 29, 2017
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUGH M ZUMBROSecretary/TrPT$0--
KATHIE H ZUMBROPresident-$0--
ALLISON LAUREL WEIMERVice Preside-$0--
ERIC WEIMERAsst Treasur-$0--
Filing and Contact Details

Filer

Filer Name
Zumbro Family Foundation
EIN
20-2302435
Phone
8012627739
Address
879 E THREE FOUNTAINS DRIVE 229, MURRAY, UT 84107

Signing Officer

Name
Hugh M Zumbro
Title
Secretary/treasurer
Phone
8012627739
Signed
2017-01-29

Preparer

Firm
Huntington & Associates CPA Pc
Address
4547 SOUTH 700 EAST SUITE 100, SALT LAKE CITY, UT 84107-4134
Preparer
Kevin R Huntington Jd CPA
Phone
8012651040
Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BEST FRIEND ANIMAL SANCTU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL PARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RUAH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ADOPT-A-NATIVE-ELDER PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6KOSTOPULOS DREAM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0UTAH CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1SISTERS OF CHARITY OF THE INCARNATE WORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2CAMP KOSTOPULOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0855 EAST 4800 S STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15001 ANGEL CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2333 SEVENTH AVE 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31201 EYE STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 230969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 3401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62500 EMIGRATION CANYON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST GEORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd584060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd684108
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013298
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013202
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013202
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HUGH M ZUMBRO
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KATHIE H ZUMBRO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0879 EAST THREE FOUNTAINS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1879 EAST THREE FOUNTAINS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084107
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184107
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015718
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt116177
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum32
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010167
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15817
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt215840
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt38560
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0275 SH INTEL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc170 SH LILLY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2100 SH MYRIAD GENETICS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3250 SH CISCO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-05-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-05-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK & CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL REPORT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01324
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt11860
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12017 EXCISE TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HUGH M ZUMBRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012627739
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZUMBRO FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZUMB
ReturnHeader/Filer/EIN0202302435
ReturnHeader/Filer/PhoneNum08012627739
ReturnHeader/Filer/USAddress/AddressLine1Txt0879 E THREE FOUNTAINS DRIVE 229
ReturnHeader/Filer/USAddress/CityNm0MURRAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0692B64CE70E2EF8DEBCE0334524F4019F26008B1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0692B64CE70E2EF8DEBCE0334524F4019F26008B1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.91.209
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:30:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870453369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNTINGTON & ASSOCIATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04547 SOUTH 700 EAST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841074134
ReturnHeader/PreparerPersonGrp/PhoneNum08012651040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN R HUNTINGTON JD CPA
ReturnHeader/ReturnTs02018-02-07T14:30:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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