Civic Intelligence

Promontory Foundation

990PF • Fiscal year 2022 • EIN 20-5016814

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

8758 N Promontory Ranch RdPark City, UT 84098

(435) 333-4026

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-2.9%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$280,672

Up $35,280 (+14%) from 2021

Net Assets

Up

$280,672

Up $39,781 (+17%) from 2021

Liabilities

Down

$0

Down $4,501 (-100%) from 2021

Revenue

Down

$386,608

Down $11,452 (-2.9%) from 2021

Expenses

Up

$346,827

Up $45,572 (+15%) from 2021

Net Income

Down

$39,781

Down $57,024 (-59%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $21,161Liabilities 2011: $02011Assets 2012: $107,591Liabilities 2012: $02012Assets 2013: $59,130Liabilities 2013: $02013Assets 2014: $15,330Liabilities 2014: $02014Assets 2015: $45,652Liabilities 2015: $45,6522015Assets 2018: $118,403Liabilities 2018: $4,501Net Assets 2018: $113,9022018Assets 2019: $84,145Liabilities 2019: $4,501Net Assets 2019: $79,6442019Assets 2020: $148,587Liabilities 2020: $4,501Net Assets 2020: $144,0862020Assets 2021: $245,392Liabilities 2021: $4,501Net Assets 2021: $240,8912021Assets 2022: $280,672Liabilities 2022: $0Net Assets 2022: $280,6722022Assets 2023: $301,840Liabilities 2023: $0Net Assets 2023: $301,8402023Assets 2024: $474,945Liabilities 2024: $0Net Assets 2024: $474,9452024

Highlighted filing

2022

Assets$280,672
Liabilities$0
Net Assets$280,672

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $120,535Expenses 2011: $132,770Net Income 2011: -$12,2352011Revenue 2012: $264,570Expenses 2012: $178,140Net Income 2012: $86,4302012Revenue 2013: $246,735Expenses 2013: $295,196Net Income 2013: -$48,4612013Revenue 2014: $221,565Expenses 2014: $265,365Net Income 2014: -$43,8002014Revenue 2015: $239,120Expenses 2015: $208,798Net Income 2015: $30,3222015Revenue 2018: $335,616Expenses 2018: $297,082Net Income 2018: $38,5342018Revenue 2019: $331,100Expenses 2019: $365,358Net Income 2019: -$34,2582019Revenue 2020: $146,322Expenses 2020: $81,880Net Income 2020: $64,4422020Revenue 2021: $398,060Expenses 2021: $301,255Net Income 2021: $96,8052021Revenue 2022: $386,608Expenses 2022: $346,827Net Income 2022: $39,7812022Revenue 2023: $463,384Expenses 2023: $442,216Net Income 2023: $21,1682023Revenue 2024: $850,098Expenses 2024: $676,993Net Income 2024: $173,1052024

Highlighted filing

2022

Revenue$386,608
Expenses$346,827
Net Income$39,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLI BROWNPresidentPT$0--
FRANCIS NAJAFIVice President-$0--
STEPHEN LEESTreasurer-$0--
NICOLE BARTONSecretary-$0--
TOM O' LEARYAdvisory Committee Member-$0--
GINA STRYKERAdvisory Committee Member-$0--
KODIE ALDERAdvisory Committee Member-$0--
BONNIE KIRKPATRICKAdvisory Committee Member-$0--
SARAH MEINDLAdvisory Committee Member-$0--
BEN WIENERAdvisory Committee Member-$0--
JENNIFER SIMONAdvisory Committee Member-$0--
DENIS MILLERAdvisory Committee Member-$0--
RACHEL ALDAYAdvisory Committee Member-$0--
JEREMY SHAPIROAdvisory Committee Member-$0--
VICKY MARAdvisory Committee Member-$0--
BARBARA CACCESEAdvisory Committee Member-$0--
VICKY DYER-SMITHAdvisory Committee Member-$0--
KIMBERLY WHEELERAdvisory Committee Member-$0--
Filing and Contact Details

Filer

Filer Name
Promontory Foundation
EIN
20-5016814
Phone
4353334026
Address
8758 N PROMONTORY RANCH RD, PARK CITY, UT 84098

Signing Officer

Name
Stephen Lees
Title
Treasurer
Phone
4353334026
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINT DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Raw XML AppendixShowing 400 of 847 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/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12RACHEL ALDAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14VICKY MAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15BARBARA CACCESE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm17KIMBERLY WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PROMONTORYCLUB.COM/PROMONTORY-FOUNDATION
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING WITH ALL PERTINENT INFORMATION - IE SOCIAL, ARTS, ETC.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NICOLE BARTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04356476831
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GEOGRAPHICAL RESTRICTIONS TO THE PARK CITY UTAH AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 5TH OF EVERY YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIAN CENTER OF PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOSEPH JAMES MORELLI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PARK CITY EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PARK CITY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PARK CITY TOTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PLAYING FOR LIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6RECYCLE UTAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COMMUNITY FOR CHILDREN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9KIMBALL ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10KPCW (COMMUNITY WIRELESS OF PARK CITY INC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11LITERACY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12MOUNTAIN LANDS COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MOUNTAIN MEDIATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MOUNTAIN TRAILS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15NATIONAL ABILITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PARK CITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17PEACE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18SADDLE OF LOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19LIVE LIKE SAM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20BRUNO GROUP SIGNATURE EVENTS

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