Civic Intelligence

Cline M Dahle Foundation

990PF • Fiscal year 2017 • EIN 20-5896318

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 12, 2018

Organization Profile
PO Box 17557Holladay, UT 84117

(801) 495-2533

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,631,013

Down $61,215 (-1.7%) from 2016

Net Assets

Down

$3,631,013

Down $61,215 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin16th percentile

Revenue

Down

$165,622

Down $3,509,220 (-95%) from 2016

Expenses

Down

$200,123

Down $4,650 (-2.3%) from 2016

Net Income

Down

-$34,501

Down $3,504,570 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $8,633Liabilities 2011: $0Net Assets 2011: $8,6332011Assets 2012: $298,703Liabilities 2012: $02012Assets 2013: $227,343Liabilities 2013: $0Net Assets 2013: $227,3432013Assets 2014: $262,838Liabilities 2014: $0Net Assets 2014: $262,8382014Assets 2015: $222,159Liabilities 2015: $0Net Assets 2015: $222,1592015Assets 2016: $3,692,228Liabilities 2016: $0Net Assets 2016: $3,692,2282016Assets 2017: $3,631,013Liabilities 2017: $0Net Assets 2017: $3,631,0132017Assets 2018: $3,620,143Liabilities 2018: $0Net Assets 2018: $3,620,1432018Assets 2019: $3,544,632Liabilities 2019: $0Net Assets 2019: $3,544,6322019Assets 2020: $3,111,862Liabilities 2020: $0Net Assets 2020: $3,111,8622020Assets 2021: $2,711,167Liabilities 2021: $0Net Assets 2021: $2,711,1672021Assets 2022: $2,062,687Liabilities 2022: $0Net Assets 2022: $2,062,6872022Assets 2023: $1,547,290Liabilities 2023: $12023

Highlighted filing

2017

Assets$3,631,013
Liabilities$0
Net Assets$3,631,013
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $150,0042011Revenue 2012: $290,609Expenses 2012: $539Net Income 2012: $290,0702012Revenue 2013: $9,804Expenses 2013: $88,722Net Income 2013: -$78,9182013Revenue 2014: $51,988Expenses 2014: $16,493Net Income 2014: $35,4952014Revenue 2015: -$21,482Expenses 2015: $19,197Net Income 2015: -$40,6792015Revenue 2016: $3,674,842Expenses 2016: $204,773Net Income 2016: $3,470,0692016Revenue 2017: $165,622Expenses 2017: $200,123Net Income 2017: -$34,5012017Revenue 2018: $177,753Expenses 2018: $184,994Net Income 2018: -$7,2412018Revenue 2019: $135,977Expenses 2019: $209,353Net Income 2019: -$73,3762019Revenue 2020: $113,200Expenses 2020: $544,333Net Income 2020: -$431,1332020Revenue 2021: $159,067Expenses 2021: $558,901Net Income 2021: -$399,8342021Revenue 2022: $176,780Expenses 2022: $823,424Net Income 2022: -$646,6442022Revenue 2023: $83,613Expenses 2023: $591,683Net Income 2023: -$508,0702023

Highlighted filing

2017

Revenue$165,622
Expenses$200,123
Net Income-$34,501
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE OSBORN DAHLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cline M Dahle Foundation
EIN
20-5896318
Phone
8014952533
Address
PO BOX 17557, HOLLADAY, UT 84117

Signing Officer

Name
Jane Osborn Dahle
Title
Trustee
Phone
8014952533
Signed
2018-04-12

Preparer

Firm
Adam Smith CPA LLC
Address
7410 S CREEK RD STE 101, SANDY, UT 84093
Preparer
Mark E Fankhauser CPA
Phone
8014952533
Raw XML Appendix291 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt026714
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0180335
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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/AppliedToCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0177744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt079935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0290609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077744
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0212865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079935
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0292800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0370544
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt057157
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026714
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22414
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3927
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
TaxesSchedule/TaxesDetail/Amt02414
TaxesSchedule/TaxesDetail/Amt1764
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE OSBORN DAHLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08014952533
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLINE M DAHLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIN
ReturnHeader/Filer/EIN0205896318
ReturnHeader/Filer/PhoneNum08014952533
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17557
ReturnHeader/Filer/USAddress/CityNm0HOLLADAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId076548ED175F7987B003603997A8DA06295F92855
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076548ED175F7987B003603997A8DA06295F92855
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt013.93.233.73
ReturnHeader/FilingSecurityInformation/IPDt02018-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:17:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208415492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADAM SMITH CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07410 S CREEK RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084093
ReturnHeader/PreparerPersonGrp/PhoneNum08014952533
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E FANKHAUSER CPA
ReturnHeader/ReturnTs02018-04-30T16:17:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,631,013
Liabilities
$0
Net assets
$3,631,013
Revenue
$165,622
Expenses
$200,123
Net income
-$34,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.55$0.00$0.08$0.59$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.18$0.82$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.16$0.56$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.11$0.54$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.14$0.21$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.18$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.17$0.20$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$3.67$0.20$3.47
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.05$0.02$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.29$0.00$0.29
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15