Civic Intelligence

The Michael & Jacalyn Leavitt Foundation

990PF • Fiscal year 2019 • EIN 20-2361058

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

Refreshing map…

216 South 200 WestCedar City, UT 84720

(435) 865-2903

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

58th percentile

6.6%

Higher net margin than 58% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,459,802

Up $5,492 (+0.2%) from 2018

Net Assets

Up

$2,459,802

Up $5,590 (+0.2%) from 2018

Liabilities

Down

$0

Down $98 (-100%) from 2018

Revenue

Down

$84,664

Down $711,446 (-89%) from 2018

Expenses

Up

$79,074

Up $72,115 (+1036%) from 2018

Net Income

Down

$5,590

Down $783,561 (-99%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,291,669Liabilities 2011: $50,0002011Assets 2012: $1,231,738Liabilities 2012: $452012Assets 2013: $1,245,532Liabilities 2013: $452013Assets 2014: $1,236,522Liabilities 2014: $452014Assets 2015: $1,255,323Liabilities 2015: $5812015Assets 2016: $1,281,475Liabilities 2016: $0Net Assets 2016: $1,281,4752016Assets 2017: $1,905,513Liabilities 2017: $240,452Net Assets 2017: $1,665,0612017Assets 2018: $2,454,310Liabilities 2018: $98Net Assets 2018: $2,454,2122018Assets 2019: $2,459,802Liabilities 2019: $0Net Assets 2019: $2,459,8022019Assets 2020: $2,640,599Liabilities 2020: $0Net Assets 2020: $2,640,5992020Assets 2021: $2,679,236Liabilities 2021: $300Net Assets 2021: $2,678,9362021Assets 2022: $2,685,292Liabilities 2022: $449Net Assets 2022: $2,684,8432022Assets 2023: $3,063,242Liabilities 2023: $5562023Assets 2024: $9,188,140Liabilities 2024: $1,889Net Assets 2024: $9,186,2512024

Highlighted filing

2019

Assets$2,459,802
Liabilities$0
Net Assets$2,459,802

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $149,969Expenses 2011: $148,082Net Income 2011: $1,8872011Revenue 2012: $76,094Expenses 2012: $86,070Net Income 2012: -$9,9762012Revenue 2013: $187,735Expenses 2013: $173,941Net Income 2013: $13,7942013Revenue 2014: $154,770Expenses 2014: $163,780Net Income 2014: -$9,0102014Revenue 2015: $492,263Expenses 2015: $473,998Net Income 2015: $18,2652015Revenue 2016: $764,779Expenses 2016: $738,046Net Income 2016: $26,7332016Revenue 2017: $655,429Expenses 2017: $271,843Net Income 2017: $383,5862017Revenue 2018: $796,110Expenses 2018: $6,959Net Income 2018: $789,1512018Revenue 2019: $84,664Expenses 2019: $79,074Net Income 2019: $5,5902019Revenue 2020: $91,721Expenses 2020: $11,011Net Income 2020: $80,7102020Revenue 2021: $109,141Expenses 2021: $62,992Net Income 2021: $46,1492021Revenue 2022: $127,977Expenses 2022: $122,905Net Income 2022: $5,0722022Revenue 2023: $416,253Expenses 2023: $88,605Net Income 2023: $327,6482023Revenue 2024: $1,230,985Expenses 2024: $142,860Net Income 2024: $1,088,1252024

Highlighted filing

2019

Revenue$84,664
Expenses$79,074
Net Income$5,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael O LeavittTrustee-$0--
Jacalyn S LeavittTrustee-$0--
Jim DouglasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Michael & Jacalyn Leavitt Foundation
EIN
20-2361058
Phone
4358652903
Address
216 South 200 West, Cedar City, UT 84720

Signing Officer

Name
Jim Douglas
Title
Treasurer
Phone
4358652903
Signed
2020-05-19

Preparer

Firm
Leavitt Group Enterprises Inc
Address
216 S 200 W, CEDAR CITY, UT 84720
Preparer
Jim Douglas
Phone
4358652903
Raw XML Appendix350 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Leavitt Group Enterprises, Inc. - common stock
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael O Leavitt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jacalyn S Leavitt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jim Douglas
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt075300
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03&4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt13&4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income from interest and dividends are used to administer the trust
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1and are donated to charitable purposes
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jim Douglas
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0216 South 200 West
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cedar City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084720
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04358652903
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Michael O Leavitt
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Jacalyn S Leavitt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Organizational Growth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Organizational Growth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Organizational Growth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Church of Jesus Christ of Latter-day Saints
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Southern Utah University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Int'l Society Daughters of UT Pioneers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Active
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Active
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Active
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E North Temple St Fl 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1351 W University Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 94
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cedar City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Newton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284327
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075300
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/DistributableAsAdjustedAmt0233677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0269702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0736517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0472515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065307
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt065307
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01558534
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0269702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0736517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0472515
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075300
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01623841
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01548541
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0233677
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03009
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03009
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Douglas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04358652903
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Michael & Jacalyn Leavitt Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0202361058
ReturnHeader/Filer/PhoneNum04358652903
ReturnHeader/Filer/USAddress/AddressLine1Txt0216 South 200 West
ReturnHeader/Filer/USAddress/CityNm0Cedar City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DF32CFC93ADF54D3A4F16726569CDE24D064D02
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ABF865FFCCDA8CCE2A0B6C0ABD06DF16976EDB5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.238.145.114
ReturnHeader/FilingSecurityInformation/IPDt02020-05-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:16:57
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leavitt Group Enterprises Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 S 200 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084720
ReturnHeader/PreparerPersonGrp/PhoneNum04358652903
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Douglas
ReturnHeader/ReturnTs02020-05-19T13:17:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$1.23$0.14$1.09
2023Summary only. Only limited summary data is available for this year.$3.06$0.00$0.42$0.09$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.68$0.13$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.11$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.09$0.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.80$0.01$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.24$1.67$0.66$0.27$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.76$0.74$0.03
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.49$0.47$0.02
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.15$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.19$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.08$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.29$0.05$0.15$0.15$0.00
Peer Organizations

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