Civic Intelligence

Utah Association of Financial Services Foundation

990EZ • Fiscal year 2012 • EIN 26-3154283

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 14, 2013

Organization Profileuafs.net
60 South 600 East Suite 15084102
Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / Assets66th percentile

Assets

$32,341

No earlier filing loaded for comparison.

Net Assets

$31,366

No earlier filing loaded for comparison.

Liabilities

$975

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin51st percentile

Revenue

$76,991

No earlier filing loaded for comparison.

Expenses

$74,493

No earlier filing loaded for comparison.

Net Income

$2,498

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2012: $32,341Liabilities 2012: $975Net Assets 2012: $31,3662012Assets 2013: $8,373Net Assets 2013: $8,3732013Assets 2014: $16,360Net Assets 2014: $16,3602014Assets 2015: $8,476Liabilities 2015: $0Net Assets 2015: $8,4762015Assets 2016: $8,100Liabilities 2016: $0Net Assets 2016: $8,1002016Assets 2017: $5,622Liabilities 2017: $0Net Assets 2017: $5,6222017Assets 2018: $7,883Liabilities 2018: $0Net Assets 2018: $7,8832018Assets 2019: $22,305Liabilities 2019: $0Net Assets 2019: $22,3052019Assets 2020: $22,808Liabilities 2020: $0Net Assets 2020: $22,8082020Assets 2021: $6,012Liabilities 2021: $0Net Assets 2021: $6,0122021Assets 2022: $5,016Liabilities 2022: $0Net Assets 2022: $5,0162022Assets 2023: $20,544Liabilities 2023: $0Net Assets 2023: $20,5442023Assets 2024: $17,050Liabilities 2024: $0Net Assets 2024: $17,0502024

Highlighted filing

2012

Assets$32,341
Liabilities$975
Net Assets$31,366
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $76,991Expenses 2012: $74,493Net Income 2012: $2,4982012Revenue 2013: $62,518Expenses 2013: $85,511Net Income 2013: -$22,9932013Revenue 2014: $72,012Expenses 2014: $64,025Net Income 2014: $7,9872014Revenue 2015: $68,119Expenses 2015: $76,003Net Income 2015: -$7,8842015Revenue 2016: $98,124Expenses 2016: $98,500Net Income 2016: -$3762016Revenue 2017: $108,022Expenses 2017: $110,500Net Income 2017: -$2,4782017Revenue 2018: $113,261Expenses 2018: $111,000Net Income 2018: $2,2612018Revenue 2019: $97,010Expenses 2019: $82,588Net Income 2019: $14,4222019Revenue 2020: $76,503Expenses 2020: $76,000Net Income 2020: $5032020Revenue 2021: $131,704Expenses 2021: $148,500Net Income 2021: -$16,7962021Revenue 2022: $105,004Expenses 2022: $106,000Net Income 2022: -$9962022Revenue 2023: $121,538Expenses 2023: $106,010Net Income 2023: $15,5282023Revenue 2024: $151,506Expenses 2024: $155,000Net Income 2024: -$3,4942024

Highlighted filing

2012

Revenue$76,991
Expenses$74,493
Net Income$2,498
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 14, 2013
Return Version
2012v2.2
Mission and Program Overview

Mission

Support Community Reinvestment Act (CRA)

Filing and Contact Details

Filer

EIN
26-3154283
Raw XML Appendix181 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.

Path#Value
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IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02498
IRS990EZ/FeesAndOthPymtToIndContractors01575
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
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IRS990EZ/GrossReceipts076991
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Louise Kelly
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Kelvin Anderson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Kirk Weiler
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Ron Ostler
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Bill Donnelly
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Tim Carfi
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Ray Specht
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7John Taggart
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Past Chair
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Member-at-Large
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Member-at-Large
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Member-at-Large
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0418
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Support Community Reinvestment Act
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Foundaton donations to qualified charities and non-profit organizations
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations072500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses072500
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY0975
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1060 S 600 E Suite 150
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Salt Lake City
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0UT
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode084102
IRS990EZ/TheBooksAreInCareOf/NamePerson0Frank Pignanelli
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08013552821
IRS990EZ/TotalAssets/BOY028868
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IRS990EZ/TotalExpenses074493
IRS990EZ/TotalProgramServiceExpenses072500
IRS990EZ/TotalRevenue076991
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years058500
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years010500
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total0155159
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years042
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years085
IRS990ScheduleA/GrossInvestmentIncome509/Total0221
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear046
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year048
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years042
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years085
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0221
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.00000
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal17000
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
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IRS990ScheduleO/GeneralExplanation/Explanation1Form 990-EZ, Part I, Line 16, Other Expenses Bank Fees 12
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990-EZ, Part II, Line 26, Liabilities Due to UAFS Beginning of year 0, End of year 975
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0263154283
ReturnHeader/Filer/Name/BusinessNameLine10Utah Financial Services Foundation
ReturnHeader/Filer/NameControl0UTAH
ReturnHeader/Filer/Phone08013552821
ReturnHeader/Filer/USAddress/AddressLine1060 South 600 East Suite 150
ReturnHeader/Filer/USAddress/City0Salt Lake City
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084102
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-14
ReturnHeader/Officer/Name0Kelvin Anderson
ReturnHeader/Officer/Title0Chairman
ReturnHeader/Preparer/DatePrepared02013-08-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Private Accounting Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102758 W South Pointe Rd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0South Jordan
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode084095
ReturnHeader/Preparer/Name0Renae Olsen
ReturnHeader/Preparer/Phone08016945250
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-14T07:25:46-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$32,341
Liabilities
$975
Net assets
$31,366
Revenue
$76,991
Expenses
$74,493
Net income
$2,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.52$1.55$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.22$1.06$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.05$1.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.32$1.49$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.77$0.76$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.97$0.83$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.13$1.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.08$1.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.98$0.99$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.68$0.76$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.72$0.64$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.63$0.86$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.77$0.74$0.02