Civic Intelligence

The Joanne L Shrontz Family Foundation

EIN 20-8515544 • Salt Lake City, UT

Pub. 78 Eligible
PO Box 45385Salt Lake City, UT 84145-0385
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$2,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

89%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,216,373

Up $226,527 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,216,373

Up $226,527 (+5.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$570,329

Up $268,739 (+89%) from 2023

Expenses

Up

$352,774

Up $115,644 (+49%) from 2023

Net Income

Up

$217,555

Up $153,095 (+238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,787,171Liabilities 2011: $0Net Assets 2011: $3,787,1712011Assets 2012: $3,669,323Liabilities 2012: $0Net Assets 2012: $3,669,3232012Assets 2013: $3,838,198Liabilities 2013: $10,000Net Assets 2013: $3,828,1982013Assets 2014: $3,813,215Liabilities 2014: $0Net Assets 2014: $3,813,2152014Assets 2015: $3,846,150Liabilities 2015: $0Net Assets 2015: $3,846,1502015Assets 2016: $3,839,001Liabilities 2016: $0Net Assets 2016: $3,839,0012016Assets 2017: $3,834,142Liabilities 2017: $0Net Assets 2017: $3,834,1422017Assets 2018: $4,102,202Liabilities 2018: $0Net Assets 2018: $4,102,2022018Assets 2019: $4,068,099Liabilities 2019: $0Net Assets 2019: $4,068,0992019Assets 2020: $3,975,451Liabilities 2020: $42,000Net Assets 2020: $3,933,4512020Assets 2021: $4,098,808Liabilities 2021: $25,000Net Assets 2021: $4,073,8082021Assets 2022: $3,924,481Liabilities 2022: $9,000Net Assets 2022: $3,915,4812022Assets 2023: $3,989,846Liabilities 2023: $0Net Assets 2023: $3,989,8462023Assets 2024: $4,216,373Liabilities 2024: $0Net Assets 2024: $4,216,3732024

Highlighted filing

2024

Assets$4,216,373
Liabilities$0
Net Assets$4,216,373
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $179,0422011Expenses 2012: $276,2032012Revenue 2013: $435,502Expenses 2013: $280,800Net Income 2013: $154,7022013Revenue 2014: $319,258Expenses 2014: $291,133Net Income 2014: $28,1252014Revenue 2015: $328,439Expenses 2015: $269,673Net Income 2015: $58,7662015Revenue 2016: $248,265Expenses 2016: $289,167Net Income 2016: -$40,9022016Revenue 2017: $278,390Expenses 2017: $280,748Net Income 2017: -$2,3582017Revenue 2018: $307,213Expenses 2018: $267,509Net Income 2018: $39,7042018Revenue 2019: $469,203Expenses 2019: $248,184Net Income 2019: $221,0192019Revenue 2020: $64,625Expenses 2020: $284,316Net Income 2020: -$219,6912020Revenue 2021: $450,044Expenses 2021: $309,687Net Income 2021: $140,3572021Revenue 2022: $73,393Expenses 2022: $310,447Net Income 2022: -$237,0542022Revenue 2023: $301,590Expenses 2023: $237,130Net Income 2023: $64,4602023Revenue 2024: $570,329Expenses 2024: $352,774Net Income 2024: $217,5552024

Highlighted filing

2024

Revenue$570,329
Expenses$352,774
Net Income$217,555
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,216,373
Liabilities
$0
Net assets
$4,216,373
Revenue
$570,329
Expenses
$352,774
Net income
$217,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.57$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.30$0.24$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.01$3.92$0.07$0.31$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.03$4.07$0.45$0.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.04$3.93$0.06$0.28$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.47$0.25$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.31$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.28$0.28$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25$0.29$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.33$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.32$0.29$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.84$0.01$3.83$0.44$0.28$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen E RossiAdvisory Committee-$2,000-$2,000
Dr Erik C ErlingssonAdvisory Committee-$2,000-$2,000
Mathieu C ShrontzAdvisory Committee-$2,000-$2,000
Charles H LivseyAdvisory Committee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
JoAnne L Shrontz Family Foundation
EIN
20-8515544
Phone
8015321500
Address
PO Box 45385, Salt Lake City, UT 84145-0385

Signing Officer

Name
Charles H Livsey
Title
Secretary
Phone
8015321500
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Ruesch and Company LLC
Address
101 S 200 E SUITE 150, SALT LAKE CITY, UT 84111
Preparer
Chortney B Ruesch CPA
Phone
8018729798
Raw XML AppendixShowing 400 of 523 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/PersonNm1Dr Erik C Erlingsson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mathieu C Shrontz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Charles H Livsey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Advisory Committee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Advisory Committee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Advisory Committee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 45385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 45385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 45385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 45385
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles Livsey
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Nature Conservancy of Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1University of Utah Utah Museum of Natural History
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Guadalupe Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Children's Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The McGillis School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Trustees of Reservations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Uinta BOCES 1 Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Wasatch Community Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Friends of EIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9YMCA of Northern Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Windsor School Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11University of Utah School of Music
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Harlem Grown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Ballet West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Friends of Tracy Aviary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Utah Symphony Utah Opera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Dexter Southfield School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Renaissance Charitable Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18University of Utah Museum of Fine Arts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2340 South Goshen Street
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61013 W Cheyenne Dr A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt889 Eagle St 2RH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9675 E 2100 S Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1037-02 Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111375 E Presidents Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12118 W 134th St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1620 Newton St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18332 1400 E Ste 73
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12New York
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18Salt Lake City
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17IN

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