Civic Intelligence

Clinton K & Ruth L Lewis Foundation

990PF • Fiscal year 2017 • EIN 20-8643319

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

698 East 200 NorthBountiful, UT 84010

(801) 706-6932

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-179%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1994%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $3,458 (-100%) from 2015

Net Assets

Down

$0

Down $3,458 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,696

Down $3,226 (-66%) from 2015

Expenses

Down

$4,733

Down $170,789 (-97%) from 2015

Net Income

Up

-$3,037

Up $167,563 (+98%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $157,078Liabilities 2010: $0Net Assets 2010: $157,0782010Assets 2011: $189,166Liabilities 2011: $02011Assets 2012: $182,160Liabilities 2012: $0Net Assets 2012: $182,1602012Assets 2013: $168,528Liabilities 2013: $0Net Assets 2013: $168,5282013Assets 2014: $176,455Liabilities 2014: $100Net Assets 2014: $176,3552014Assets 2015: $3,458Liabilities 2015: $0Net Assets 2015: $3,4582015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $7,3442010Revenue 2011: $42,391Expenses 2011: $10,303Net Income 2011: $32,0882011Expenses 2012: $26,1622012Revenue 2013: $10,129Expenses 2013: $23,761Net Income 2013: -$13,6322013Revenue 2014: $40,436Expenses 2014: $32,609Net Income 2014: $7,8272014Revenue 2015: $4,922Expenses 2015: $175,522Net Income 2015: -$170,6002015Revenue 2017: $1,696Expenses 2017: $4,733Net Income 2017: -$3,0372017

Highlighted filing

2017

Revenue$1,696
Expenses$4,733
Net Income-$3,037
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH LEWISDirector-$0--
MARIA MASONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Clinton K & Ruth L Lewis Foundation
EIN
20-8643319
Phone
8017066932
Address
698 EAST 200 NORTH, BOUNTIFUL, UT 84010

Signing Officer

Name
Maria Mason
Title
Director
Signed
2018-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Bangerter Lund & Associates
Address
300 SOUTH 200 WEST, BOUNTIFUL, UT 84010-7124
Preparer
Aaron Lund CPA
Phone
8013971000
Raw XML Appendix279 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/PersonNm0RUTH LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIA MASON
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0210287
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0172181
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0221572
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0CLINTON K & RUTH L LEWIS FOUNDATION TRANSFERRED REMAINING INVESTMENT FUNDS TO A DONOR ADVISED FUND HELD BY AMERICAN FOUNDATION OF UTAH.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt033
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ESTIMATED TAX PAYMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED LOSSES ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLINTON K & RUTH L LEWIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIN
ReturnHeader/Filer/EIN0208643319
ReturnHeader/Filer/PhoneNum08017066932
ReturnHeader/Filer/USAddress/AddressLine1Txt0698 EAST 200 NORTH
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId002DC09A7AA933FC561DB2E59D77BB95C5C610B98
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B79E939E4ED8BD60076D11D907C2884F662C9EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.255.201.233
ReturnHeader/FilingSecurityInformation/IPDt02018-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:11:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841378354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANGERTER LUND & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SOUTH 200 WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840107124
ReturnHeader/PreparerPersonGrp/PhoneNum08013971000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON LUND CPA
ReturnHeader/ReturnTs02018-06-29T14:11:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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