Civic Intelligence

Thomas Tolman Family Organization

EIN 23-7256835 • 501(c)3 • South Jordan, UT

Profile

To operate a family geneology center

4173 Dardanelle DriveSouth Jordan, UT 84009

thomas.tolmanfamily.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-3938%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-35%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$146,734

Down $79,513 (-35%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$146,734

Down $79,513 (-35%) from 2016

Revenue

Down

$2,019

Down $141,704 (-99%) from 2016

Expenses

Up

$81,532

Up $66,837 (+455%) from 2016

Net Income

Down

-$79,513

Down $208,541 (-162%) from 2016

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $102,252Net Assets 2014: $102,2522014Assets 2016: $226,247Liabilities 2016: $0Net Assets 2016: $226,2472016Assets 2017: $146,734Liabilities 2017: $0Net Assets 2017: $146,7342017

Highlighted filing

2017

Assets$146,734
Liabilities$0
Net Assets$146,734

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $22,427Expenses 2014: $21,121Net Income 2014: $1,3062014Revenue 2016: $143,723Expenses 2016: $14,695Net Income 2016: $129,0282016Revenue 2017: $2,019Expenses 2017: $81,532Net Income 2017: -$79,5132017

Highlighted filing

2017

Revenue$2,019
Expenses$81,532
Net Income-$79,513

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$2,019
Mission and Program Overview

Mission

To operate a family geneology center

TO OPERATE A

Program Services

DescriptionGrantsExpenses
THE FAMILY GENEOLOGY CENTER OPERATES TO PROMOTE FAMILY HISTORY AND MAKE THESE HISTORIC RESOURCES AVAILABLE TO THE PUBLIC.$0$80,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEREK JOHN TOLMANPresident-$0--
RICK TOLMANVice President-$0--
BEN BAKERVice President-$0--
DAWNINE T MILLS JOHNSONVice President-$0--
JENN TOLMAN ALLENFamily Genealogist-$0--
TRENT LARSONActing Treasurer-$0--
TRICIA TOLMAN LESLIEHistorian-$0--
TRENT BADGERWebmaster-$0--
Filing and Contact Details

Filer

Filer Name
Thomas Tolman Family Organization
EIN
23-7256835
Phone
8012927745
Address
4173 DARDANELLE DRIVE, SOUTH JORDAN, UT 84009

Signing Officer

Name
Derek J Tolman
Title
Vice President
Phone
8012927745
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Huber Erickson & Bowman LLC
Address
375 SOUTH 300 WEST, SALT LAKE CITY, UT 84101
Preparer
Chesley H Erickson
Phone
8013285000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: bountiful museum. Grantee address: 305 n main st bountiful, ut 84010. Grantee relationship: none. Property description: cash. Date of gift: 06/30/17. Amount given: 80,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: it/computer. Amount: 297. Description: bank charges. Amount: 35. Description: tolman grave ceremony. Amount: 475. Total to form 990-ez, line 16: 807.

Raw XML Appendix198 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEREK JOHN TOLMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FAMILY GENEOLOGY CENTER OPERATES TO PROMOTE FAMILY HISTORY AND MAKE THESE HISTORIC RESOURCES AVAILABLE TO THE PUBLIC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: BOUNTIFUL MUSEUM. GRANTEE ADDRESS: 305 N MAIN ST BOUNTIFUL, UT 84010. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/17. AMOUNT GIVEN: 80,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: IT/COMPUTER. AMOUNT: 297. DESCRIPTION: BANK CHARGES. AMOUNT: 35. DESCRIPTION: TOLMAN GRAVE CEREMONY. AMOUNT: 475. TOTAL TO FORM 990-EZ, LINE 16: 807.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK J TOLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08012927745
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS TOLMAN FAMILY ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0237256835
ReturnHeader/Filer/PhoneNum08012927745
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ReturnHeader/FilingSecurityInformation/IPTm012:37:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870350273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBER ERICKSON & BOWMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 SOUTH 300 WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084101
ReturnHeader/PreparerPersonGrp/PhoneNum08013285000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHESLEY H ERICKSON
ReturnHeader/ReturnTs02018-11-12T12:37:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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