Civic Intelligence

Tradition and Transition Fund

990PF • Fiscal year 2021 • EIN 20-3904358

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.07x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-21%

Faster asset growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$51,855

Down $13,593 (-21%) from 2020

Net Assets

Down

$49,977

Down $13,496 (-21%) from 2020

Liabilities

Down

$1,878

Down $97 (-4.9%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin13th percentile

Revenue

Down

$26,226

Down $45,654 (-64%) from 2020

Expenses

Up

$39,722

Up $13,837 (+53%) from 2020

Net Income

Down

-$13,496

Down $59,491 (-129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$51,855
Liabilities$1,878
Net Assets$49,977
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$26,226
Expenses$39,722
Net Income-$13,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULINE W WIESSNERPresident-$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
2022-11-11
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 Appendix310 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/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt315 LEE AVENUE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CULTURAL PROGRAMS IN ENGA PROVINCE PAPUA NEW GUINEA (PNG) I. ENGA TAKE ANDA: TRADITION AND TRANSITION CENTRE SINCE COVID 19 HAD LITTLE EFFECT ON ENGA UNTIL OCTOBER 2021, THE ENGA TAKE ANDA HAS BEEN VERY SUCCESSFUL AS A MUSEUM WITH MANY VISITORS FROM ENGA THOUGH FEW FROM ABROAD BECAUSE OF COVID TRAVEL RESTRICTIONS. SINCE THE MUSEUM STOPPED COLLECTING FEES OTHER THAN THOSE FOR BASIC CLEANING COSTS OF THE BUILDING, THE CONFERENCE FACILITIES (ONE BOARD ROOM AND ONE AUDITORIUM) HAVE BEEN USED ALMOST DAILY BY GROUPS FROM THE ENGA PROVINCIAL GOVERNMENT, CHURCHES, YOUTH GROUPS, WOMEN'S GROUPS, CUSTOMARY COURTS AND OTHERS. PEOPLE WHO COME FOR MEETINGS USUALLY TAKE TIME TO LOOK AT THE EXHIBITS AND DISCUSS ENGA HISTORY AND CULTURE. IN 2021 WITH THE HELP OF THE EXHIBIT DESIGNERS DAWN FARKAS, AND SANDY KERMAN (PRINTERS POSTERBOX), WE PREPARED NEW EDUCATIONAL BANNERS FOR THE MUSEUM AND A LARGE EXHIBIT: CHANGING HAIRSTYLES AND CHANGING GENDER ROLES WHICH HAS BEEN WELL-ATTENDED AND RECEIVED. II. THE C
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08245
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAULINE W WIESSNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02968
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116622
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29652
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ORPHAN EDU. & DOMESTIC VIOLENCE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD AND WATER SECURITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSIST CULTURAL EDUCATIONAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC DIOCESE OF WABAG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NYAE NYAE DEVELOPMENT FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRADITION & TRANSITION CENTRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0PO BOX 191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1TSUMKWE OBAHA VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2PO BOX 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0WABAG ENGA PROVINCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt1WABAG ENGA PROVINCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0PAPUA NEW GUINEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1TSUMKWE NAMIBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm2PAPUA NEW GUINEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0PP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd2PP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0ENGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1ENGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029242
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/QualifyingDistributionsAmt039722
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039722
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039722
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PAULINE W WIESSNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01039 SOUTH OAK HILLS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08223
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXHIBIT DESIGN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08223
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01975
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OFFICER PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINE W WIESSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015824050
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRADITION AND TRANSITION FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRAD
ReturnHeader/Filer/EIN0203904358
ReturnHeader/Filer/PhoneNum08015824050
ReturnHeader/Filer/USAddress/AddressLine1Txt01039 SOUTH OAK HILLS WAY
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 S STATE ST STE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841112380
ReturnHeader/PreparerPersonGrp/PhoneNum08015330409
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY O HYDE CPA
ReturnHeader/ReturnTs02022-11-15T14:04:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WIESSNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,855
Liabilities
$1,878
Net assets
$49,977
Revenue
$26,226
Expenses
$39,722
Net income
-$13,496
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