Civic Intelligence

M Lazy M Foundation

990PF • Fiscal year 2015 • EIN 20-5513725

Jan 01, 2015 to Dec 31, 2015 • Filed on May 24, 2016

2102 East 3300 SouthSalt Lake City, UT 84109

(801) 486-4360

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

65th percentile

4.2%

Faster asset growth than 65% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,607,244

Up $64,774 (+4.2%) from 2014

Net Assets

Up

$1,607,244

Up $64,774 (+4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$163,582

Up $70,947 (+77%) from 2014

Expenses

Up

$98,808

Up $13,423 (+16%) from 2014

Net Income

Up

$64,774

Up $57,524 (+793%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $945,125Liabilities 2010: $118Net Assets 2010: $945,0072010Assets 2011: $1,444,085Liabilities 2011: $0Net Assets 2011: $1,444,0852011Assets 2012: $1,463,217Liabilities 2012: $0Net Assets 2012: $1,463,2172012Assets 2013: $1,535,220Liabilities 2013: $0Net Assets 2013: $1,535,2202013Assets 2014: $1,542,470Liabilities 2014: $0Net Assets 2014: $1,542,4702014Assets 2015: $1,607,244Liabilities 2015: $0Net Assets 2015: $1,607,2442015Assets 2016: $1,572,230Liabilities 2016: $0Net Assets 2016: $1,572,2302016Assets 2017: $1,556,487Liabilities 2017: $0Net Assets 2017: $1,556,4872017Assets 2018: $1,540,386Liabilities 2018: $0Net Assets 2018: $1,540,3862018Assets 2019: $1,619,368Liabilities 2019: $0Net Assets 2019: $1,619,3682019Assets 2020: $1,476,458Liabilities 2020: $0Net Assets 2020: $1,476,4582020Assets 2021: $1,423,944Liabilities 2021: $0Net Assets 2021: $1,423,9442021Assets 2022: $1,363,183Liabilities 2022: $0Net Assets 2022: $1,363,1832022Assets 2023: $1,388,905Liabilities 2023: $0Net Assets 2023: $1,388,9052023Assets 2024: $1,343,510Liabilities 2024: $0Net Assets 2024: $1,343,5102024

Highlighted filing

2015

Assets$1,607,244
Liabilities$0
Net Assets$1,607,244

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $76,4532010Expenses 2011: $82,3152011Expenses 2012: $77,5752012Revenue 2013: $165,399Expenses 2013: $93,396Net Income 2013: $72,0032013Revenue 2014: $92,635Expenses 2014: $85,385Net Income 2014: $7,2502014Revenue 2015: $163,582Expenses 2015: $98,808Net Income 2015: $64,7742015Revenue 2016: $54,996Expenses 2016: $90,010Net Income 2016: -$35,0142016Revenue 2017: $74,728Expenses 2017: $90,471Net Income 2017: -$15,7432017Revenue 2018: $80,983Expenses 2018: $97,084Net Income 2018: -$16,1012018Revenue 2019: $181,141Expenses 2019: $102,159Net Income 2019: $78,9822019Revenue 2020: -$28,559Expenses 2020: $114,351Net Income 2020: -$142,9102020Revenue 2021: $80,397Expenses 2021: $132,911Net Income 2021: -$52,5142021Revenue 2022: $72,790Expenses 2022: $133,551Net Income 2022: -$60,7612022Revenue 2023: $150,089Expenses 2023: $124,367Net Income 2023: $25,7222023Revenue 2024: $102,992Expenses 2024: $148,387Net Income 2024: -$45,3952024

Highlighted filing

2015

Revenue$163,582
Expenses$98,808
Net Income$64,774
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 24, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL FERROPresident-$0--
MUFFY FERROSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
M Lazy M Foundation
EIN
20-5513725
Phone
8014864360
Address
2102 EAST 3300 SOUTH, SALT LAKE CITY, UT 84109

Signing Officer

Name
Muffy Ferro
Title
Trustee
Phone
8014864360
Signed
2016-05-24

Preparer

Firm
B TAYLOR & ASSOCIATES CPA'S PC
Address
2102 E 3300 S, SALT LAKE CITY, UT 84109
Preparer
Becky B Taylor
Phone
8014864360
Raw XML AppendixShowing 400 of 508 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0B TAYLOR & ASSOC TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02648
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MORGAN STANLEY - S/T COVERED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MORGAN STANLEY - L/T COVERED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2MORGAN STANLEY - L/T NONCOVERED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MORGAN STANLEY - L/T NONCOVERED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0131412
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1249203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt226662
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0161802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1310024
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt225253
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt328
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt049568
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt089830
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0153948
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02648
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02648
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt089830
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05594
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064118
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt064774
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0497107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt089830
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087555
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt030390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04033
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03660
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt034423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt098808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt093863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0163582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0131412
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt160821
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY - S/T COVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY - L/T COVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY - L/T NONCOVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY - L/T NONCOVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt089830
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt064774
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01607244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01542470
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01607244
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086198
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086198
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0876
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0907
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IRS990PF/FMVAssetsEOYAmt01673643
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01557676
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01624075
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt049568
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01542470
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01542470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01607244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01673643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01542470
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01542470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01607244
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01768003
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026520
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01741483
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL FERRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MUFFY FERRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01425 HARVARD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11425 HARVARD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt091781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt082000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt086000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1584112

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.15$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.03$0.11$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.18$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.16$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.17$0.09$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08