Civic Intelligence

Lon D & Ann B Secrist Foundation

990PF • Fiscal year 2022 • EIN 26-2172113

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 20, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

99th percentile

4839%

Faster asset growth than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-45%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$194,553

Up $190,614 (+4839%) from 2021

Net Assets

Up

$194,553

Up $190,614 (+4839%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$300,258

Down $240,748 (-45%) from 2021

Expenses

Down

$109,644

Down $430,827 (-80%) from 2021

Net Income

Up

$190,614

Up $190,079 (+35529%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$194,553
Liabilities$0
Net Assets$194,553

Operations Trend

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

2022

Revenue$300,258
Expenses$109,644
Net Income$190,614
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
2023-06-20
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 Appendix379 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/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt195 NORTH 300 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28789 S OAK VALLEY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 MARYLAND AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 S NEVADA AVE STE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58789 S OAK VALLEY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SANDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd584093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0108795
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/AppliedToCurrentYearAmt06922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0540290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0538560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0316757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0430865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0334482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0334482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01929194
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102722
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0540290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0538560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0316757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0430865
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109644
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102722
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02263676
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02160954
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SECO INVESTMENTS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1S-5 FAMILY LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LON SECRIST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt18789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt28789 OAK VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084093
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184093
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd284093
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1240000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0LON & ANN SECRIST CHARITABLE REMAINDER UNITRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1SECO INVESTMENTS LLC
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt2S-5 FAMILY LP
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LON SECRIST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt08789 OAK VALLEY DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt18789 OAK VALLEY DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt28789 OAK VALLEY DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt38789 OAK VALLEY DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SANDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SANDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2SANDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3SANDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084093
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd184093
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd284093
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd384093
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LON SECRIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015732752
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
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/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/ReturnTs02023-06-26T12:08:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SECRIST
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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