Civic Intelligence

Tradition and Transition Fund

990PF • Fiscal year 2020 • EIN 20-3904358

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
1039 South Oak Hills WaySalt Lake City, UT 84108

(801) 582-4050

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

71%

Faster asset growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-39%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$65,448

Up $27,097 (+71%) from 2019

Net Assets

Up

$63,473

Up $27,097 (+74%) from 2019

Liabilities

Flat

$1,975

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin92nd percentile

Revenue

Down

$71,880

Down $46,377 (-39%) from 2019

Expenses

Down

$25,885

Down $96,927 (-79%) from 2019

Net Income

Up

$45,995

Up $50,550 (+1110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300K$200K$100K$0Assets 2011: $26,186Liabilities 2011: $12011Assets 2012: $259,996Liabilities 2012: $0Net Assets 2012: $259,9962012Assets 2013: $216,727Liabilities 2013: $0Net Assets 2013: $216,7272013Assets 2014: $263,761Liabilities 2014: $02014Assets 2015: $204,356Liabilities 2015: $02015Assets 2019: $38,351Liabilities 2019: $1,975Net Assets 2019: $36,3762019Assets 2020: $65,448Liabilities 2020: $1,975Net Assets 2020: $63,4732020Assets 2021: $51,855Liabilities 2021: $1,878Net Assets 2021: $49,9772021Assets 2022: $55,413Liabilities 2022: $1,878Net Assets 2022: $53,5352022Assets 2023: $35,260Liabilities 2023: $4,341Net Assets 2023: $30,9192023Assets 2024: $25,354Liabilities 2024: $6,236Net Assets 2024: $19,1182024

Highlighted filing

2020

Assets$65,448
Liabilities$1,975
Net Assets$63,473
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $30,011Expenses 2011: $37,321Net Income 2011: -$7,3102011Expenses 2012: $33,7072012Revenue 2013: $39,864Expenses 2013: $59,367Net Income 2013: -$19,5032013Revenue 2014: $204,780Expenses 2014: $157,746Net Income 2014: $47,0342014Revenue 2015: $102,841Expenses 2015: $162,246Net Income 2015: -$59,4052015Revenue 2019: $118,257Expenses 2019: $122,812Net Income 2019: -$4,5552019Revenue 2020: $71,880Expenses 2020: $25,885Net Income 2020: $45,9952020Revenue 2021: $26,226Expenses 2021: $39,722Net Income 2021: -$13,4962021Revenue 2022: $51,214Expenses 2022: $47,656Net Income 2022: $3,5582022Revenue 2023: $26,428Expenses 2023: $49,044Net Income 2023: -$22,6162023Revenue 2024: $31,630Expenses 2024: $43,431Net Income 2024: -$11,8012024

Highlighted filing

2020

Revenue$71,880
Expenses$25,885
Net Income$45,995
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULINE W WIESSNERPresidentPT$0--
ANDREW F WIESSNERVice Preside-$0--
NICHOLAS W LARSENBoard Member-$0--
SILAS W LARSENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Tradition and Transition Fund
EIN
20-3904358
Phone
8015824050
Address
1039 SOUTH OAK HILLS WAY, SALT LAKE CITY, UT 84108

Signing Officer

Name
Pauline W Wiessner
Title
President
Phone
8015824050
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company Pc
Address
215 S STATE ST STE 850, SALT LAKE CITY, UT 84111-2380
Preparer
Gregory O Hyde CPA
Phone
8015330409
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0235 SHARES OF ABBOTT LABS
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINE W WIESSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015824050
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRADITION AND TRANSITION FUND
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ReturnHeader/Filer/EIN0203904358
ReturnHeader/Filer/PhoneNum08015824050
ReturnHeader/Filer/USAddress/AddressLine1Txt01039 SOUTH OAK HILLS WAY
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841112380
ReturnHeader/PreparerPersonGrp/PhoneNum08015330409
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY O HYDE CPA
ReturnHeader/ReturnTs02021-11-08T14:25:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WIESSNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$65,448
Liabilities
$1,975
Net assets
$63,473
Revenue
$71,880
Expenses
$25,885
Net income
$45,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.06$0.19$0.32$0.43$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$0.26$0.49$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.54$0.51$0.48$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.26$0.40$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.72$0.26$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$1.18$1.23$0.05
2015Summary only. Only limited summary data is available for this year.$2.04$0.00$1.03$1.62$0.59
2014Summary only. Only limited summary data is available for this year.$2.64$0.00$2.05$1.58$0.47
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.40$0.59$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.34
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.30$0.37$0.07