Civic Intelligence

Lon D & Ann B Secrist Foundation

990PF • Fiscal year 2021 • EIN 26-2172113

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 13, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

30th percentile

0.1%

Higher net margin than 30% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

66th percentile

16%

Faster asset growth than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

4.0%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,939

Up $535 (+16%) from 2020

Net Assets

Up

$3,939

Up $535 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin30th percentile

Revenue

Up

$541,006

Up $20,989 (+4.0%) from 2020

Expenses

Up

$540,471

Up $1,271 (+0.2%) from 2020

Net Income

Up

$535

Up $19,718 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$3,939
Liabilities$0
Net Assets$3,939
Open 2021 Filing

Operations Trend

Revenue Growth40th 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

2021

Revenue$541,006
Expenses$540,471
Net Income$535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th 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
2022-10-13
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 Appendix314 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/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0540471
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/AppliedToCurrentYearAmt0181
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0538560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0316757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0430865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0334482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0228337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0228337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02160954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0540290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0538560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0316757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0430865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0334482
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0540471
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0540290
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02389291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01849001
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/ContributorBusinessName/BusinessNameLine1Txt1SECO INVESTMENTS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt18789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084093
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184093
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0521000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt120000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LON SECRIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015732752
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-13
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/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/ReturnTs02022-10-19T09:13:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SECRIST
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,939
Liabilities
$0
Net assets
$3,939
Revenue
$541,006
Expenses
$540,471
Net income
$535
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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