Civic Intelligence

Lon D & Ann B Secrist Foundation

990PF • Fiscal year 2018 • EIN 26-2172113

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

Organization Profile
8789 Oak Valley DriveSandy, UT 84093-2010

(801) 566-2600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$3,556

Down $1,026 (-22%) from 2017

Net Assets

Down

$3,556

Down $1,026 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin41st percentile

Revenue

Up

$430,039

Up $91,015 (+27%) from 2017

Expenses

Up

$431,065

Up $96,466 (+29%) from 2017

Net Income

Down

-$1,026

Down $5,451 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$200K$150K$100K$50K$0Assets 2014: $2,135Liabilities 2014: $0Net Assets 2014: $2,1352014Assets 2015: $4,638Liabilities 2015: $0Net Assets 2015: $4,6382015Assets 2016: $157Liabilities 2016: $0Net Assets 2016: $1572016Assets 2017: $4,582Liabilities 2017: $0Net Assets 2017: $4,5822017Assets 2018: $3,556Liabilities 2018: $0Net Assets 2018: $3,5562018Assets 2019: $22,587Liabilities 2019: $0Net Assets 2019: $22,5872019Assets 2020: $3,404Liabilities 2020: $0Net Assets 2020: $3,4042020Assets 2021: $3,939Liabilities 2021: $0Net Assets 2021: $3,9392021Assets 2022: $194,553Liabilities 2022: $0Net Assets 2022: $194,5532022Assets 2023: $668Liabilities 2023: $0Net Assets 2023: $6682023Assets 2024: $78Liabilities 2024: $0Net Assets 2024: $782024

Highlighted filing

2018

Assets$3,556
Liabilities$0
Net Assets$3,556
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $249,314Expenses 2014: $249,210Net Income 2014: $1042014Revenue 2015: $189,583Expenses 2015: $187,080Net Income 2015: $2,5032015Revenue 2016: $223,974Expenses 2016: $228,455Net Income 2016: -$4,4812016Revenue 2017: $339,024Expenses 2017: $334,599Net Income 2017: $4,4252017Revenue 2018: $430,039Expenses 2018: $431,065Net Income 2018: -$1,0262018Revenue 2019: $338,031Expenses 2019: $319,000Net Income 2019: $19,0312019Revenue 2020: $520,017Expenses 2020: $539,200Net Income 2020: -$19,1832020Revenue 2021: $541,006Expenses 2021: $540,471Net Income 2021: $5352021Revenue 2022: $300,258Expenses 2022: $109,644Net Income 2022: $190,6142022Revenue 2023: $837,994Expenses 2023: $1,031,879Net Income 2023: -$193,8852023Revenue 2024: $269,527Expenses 2024: $270,117Net Income 2024: -$5902024

Highlighted filing

2018

Revenue$430,039
Expenses$431,065
Net Income-$1,026
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LON D SECRISTTrustee-$0--
ANN B SECRISTTrustee-$0--
RYAN L SECRISTTrustee-$0--
JENNY S ROBISONTrustee-$0--
PHILLIP L SECRISTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lon D & Ann B Secrist Foundation
EIN
26-2172113
Phone
8015662600
Address
8789 OAK VALLEY DRIVE, SANDY, UT 84093-2010

Signing Officer

Name
Lon Secrist
Title
President
Phone
8015732752
Signed
2019-05-28
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 Appendix324 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 BUSINESS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CORPORATION OF THE PRESIDENT
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/AddressLine1Txt0525 FOOTHILL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt195 NORTH 300 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0431065
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/AppliedToCurrentYearAmt0200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0334482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0228337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0249107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01429704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0430865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0334482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0228337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0186913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0249107
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0431065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0430865
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01465896
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01035031
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LON D & ANN B SECRIST CHARITABLE REMAINDER UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084093
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0430000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LON SECRIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015732752
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LON D & ANN B SECRIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOND
ReturnHeader/Filer/EIN0262172113
ReturnHeader/Filer/PhoneNum08015662600
ReturnHeader/Filer/USAddress/AddressLine1Txt08789 OAK VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0840932010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00931C4E5C9479CEE5D7F4EF0BF9F822049B941C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B42F20E5549817423B6BA532257C9A8A7F52ED9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.38.161
ReturnHeader/FilingSecurityInformation/IPDt02019-05-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm013:50:47
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/ReturnTs02019-05-30T12:20:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,556
Liabilities
$0
Net assets
$3,556
Revenue
$430,039
Expenses
$431,065
Net income
-$1,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$0.27$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.84$1.03$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.30$0.11$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.54$0.54$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.52$0.54$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.34$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.43$0.43$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.34$0.33$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.22$0.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.19$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$0.25$0.00