Civic Intelligence

Eagle Rock Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-0382577

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
403 South 8600 EastHuntsville, UT 84317

(801) 451-9697

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-31%

Higher net margin than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-46%

Faster asset growth than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-6.3%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$26,580

Down $22,940 (-46%) from 2022

Net Assets

Down

$26,580

Down $22,940 (-46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$75,000

Down $5,000 (-6.3%) from 2022

Expenses

Up

$97,940

Up $39,440 (+67%) from 2022

Net Income

Down

-$22,940

Down $44,440 (-207%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.0M$500K$0-$500KAssets 2014: $18,967Liabilities 2014: $0Net Assets 2014: $18,9672014Assets 2015: $12,607Liabilities 2015: $0Net Assets 2015: $12,6072015Assets 2016: $16,902Liabilities 2016: $0Net Assets 2016: $16,9022016Assets 2018: $74,717Liabilities 2018: $0Net Assets 2018: $74,7172018Assets 2019: $35,088Liabilities 2019: $0Net Assets 2019: $35,0882019Assets 2020: $58,863Liabilities 2020: $0Net Assets 2020: $58,8632020Assets 2022: $49,520Liabilities 2022: $0Net Assets 2022: $49,5202022Assets 2023: $26,580Liabilities 2023: $0Net Assets 2023: $26,5802023Assets 2024: $813,996Liabilities 2024: -$13,325Net Assets 2024: $827,3212024

Highlighted filing

2023

Assets$26,580
Liabilities$0
Net Assets$26,580
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $30,000Expenses 2014: $33,900Net Income 2014: -$3,9002014Revenue 2015: $58,000Expenses 2015: $64,360Net Income 2015: -$6,3602015Revenue 2016: $60,000Expenses 2016: $55,705Net Income 2016: $4,2952016Revenue 2018: $4,833Expenses 2018: $116,565Net Income 2018: -$111,7322018Revenue 2019: $66,362Expenses 2019: $105,991Net Income 2019: -$39,6292019Revenue 2020: $128,000Expenses 2020: $104,225Net Income 2020: $23,7752020Revenue 2022: $80,000Expenses 2022: $58,500Net Income 2022: $21,5002022Revenue 2023: $75,000Expenses 2023: $97,940Net Income 2023: -$22,9402023Revenue 2024: $895,114Expenses 2024: $94,373Net Income 2024: $800,7412024

Highlighted filing

2023

Revenue$75,000
Expenses$97,940
Net Income-$22,940
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN BATESTrustee-$0--
DAVID W BATESTrustee-$0--
CHRISTINE PETERSENTrustee-$0--
JACQUELINE HEAGYTrustee-$0--
CYNTHIA JENSENTrustee-$0--
RACHEL HANCOCKTrustee-$0--
SUZANNE BATESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eagle Rock Foundation
EIN
26-0382577
Phone
8014519697
Address
403 SOUTH 8600 EAST, HUNTSVILLE, UT 84317

Signing Officer

Name
Ann Bates
Title
President
Phone
8015106496
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Professional Business Advisors LLC
Address
1706 SOUTH 500 WEST SUITE 200, BOUNTIFUL, UT 84010
Preparer
Randy Sellers
Phone
8012961060
Raw XML Appendix328 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LDS PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE SOLEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NO TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11450 N UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26805 E MCDONALD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PROVO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARADISE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285253
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03141
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0101322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0109298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0109298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0452335
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0101322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103872
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094799
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0561633
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0466834
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WAYNE & ANN BATES CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0403 S 8600 E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HUNTSVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084317
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WAYNE L ANN W BATES CHARITABLE REMA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0403 S 8600 E
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HUNTSVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084317
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015106496
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAGLE ROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0260382577
ReturnHeader/Filer/PhoneNum08014519697
ReturnHeader/Filer/USAddress/AddressLine1Txt0403 SOUTH 8600 EAST
ReturnHeader/Filer/USAddress/CityNm0HUNTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084317
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203153167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL BUSINESS ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01706 SOUTH 500 WEST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08012961060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY SELLERS
ReturnHeader/ReturnTs02024-05-15T10:41:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BATES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,580
Liabilities
$0
Net assets
$26,580
Revenue
$75,000
Expenses
$97,940
Net income
-$22,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.14$0.13$8.27$8.95$0.94$8.01
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.75$0.98$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.80$0.59$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.28$1.04$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.66$1.06$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.05$1.17$1.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.60$0.56$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.58$0.64$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.30$0.34$0.04