Civic Intelligence

The Michael & Jacalyn Leavitt Foundation

990PF • Fiscal year 2020 • EIN 20-2361058

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

61st percentile

7.4%

Faster asset growth than 61% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

8.3%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,640,599

Up $180,797 (+7.4%) from 2019

Net Assets

Up

$2,640,599

Up $180,797 (+7.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$91,721

Up $7,057 (+8.3%) from 2019

Expenses

Down

$11,011

Down $68,063 (-86%) from 2019

Net Income

Up

$80,710

Up $75,120 (+1344%) from 2019

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

2020

Assets$2,640,599
Liabilities$0
Net Assets$2,640,599

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

2020

Revenue$91,721
Expenses$11,011
Net Income$80,710
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
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
2021-11-15

Preparer

Firm
Leavitt Group Enterprises Inc
Address
216 S 200 W, CEDAR CITY, UT 84720
Preparer
Jim Douglas
Phone
4358652903
Raw XML Appendix300 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01441 E Fairfax Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11441 E Fairfax Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2216 South 200 West
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Logan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484322
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07600
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/DistributableAsAdjustedAmt0258872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0269702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0736517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0472515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0472515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01093619
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0269702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0736517
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07600
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01566134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01558534
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0258872
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Admin Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt158
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100087
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Investments
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Douglas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04358652903
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Douglas
ReturnHeader/ReturnTs02021-11-15T21:10:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jim
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Douglas
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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