Civic Intelligence

Open Stories Foundation Inc

990 • Fiscal year 2019 • EIN 27-2026793

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 14, 2020

PO Box 1330West Jordan, UT 84084-1330

(435) 881-5809

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$236,021

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 50.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.3%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$183,959

Up $11,876 (+6.9%) from 2018

Net Assets

Up

$176,049

Up $10,803 (+6.5%) from 2018

Liabilities

Up

$7,910

Up $1,073 (+16%) from 2018

Revenue

Down

$464,339

Down $15,834 (-3.3%) from 2018

Expenses

Down

$453,536

Down $152,856 (-25%) from 2018

Net Income

Up

$10,803

Up $137,022 (+109%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $70,866Liabilities 2012: $799Net Assets 2012: $70,0672012Assets 2013: $47,692Net Assets 2013: $47,6922013Assets 2014: $40,489Net Assets 2014: $40,4892014Assets 2015: $83,866Liabilities 2015: $0Net Assets 2015: $83,8662015Assets 2017: $295,921Liabilities 2017: $4,456Net Assets 2017: $291,4652017Assets 2018: $172,083Liabilities 2018: $6,837Net Assets 2018: $165,2462018Assets 2019: $183,959Liabilities 2019: $7,910Net Assets 2019: $176,0492019Assets 2020: $480,173Liabilities 2020: $183,413Net Assets 2020: $296,7602020Assets 2021: $697,827Liabilities 2021: $156,663Net Assets 2021: $541,1642021Assets 2022: $758,399Liabilities 2022: $162,271Net Assets 2022: $596,1282022Assets 2024: $1,201,555Liabilities 2024: $11,900Net Assets 2024: $1,189,6552024

Highlighted filing

2019

Assets$183,959
Liabilities$7,910
Net Assets$176,049

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $179,8872012Revenue 2013: $134,109Expenses 2013: $156,484Net Income 2013: -$22,3752013Revenue 2014: $152,905Expenses 2014: $160,108Net Income 2014: -$7,2032014Revenue 2015: $198,136Expenses 2015: $152,713Net Income 2015: $45,4232015Revenue 2017: $454,810Expenses 2017: $356,174Net Income 2017: $98,6362017Revenue 2018: $480,173Expenses 2018: $606,392Net Income 2018: -$126,2192018Revenue 2019: $464,339Expenses 2019: $453,536Net Income 2019: $10,8032019Revenue 2020: $511,117Expenses 2020: $390,406Net Income 2020: $120,7112020Revenue 2021: $751,928Expenses 2021: $507,524Net Income 2021: $244,4042021Revenue 2022: $738,478Expenses 2022: $683,514Net Income 2022: $54,9642022Revenue 2024: $1,120,862Expenses 2024: $948,986Net Income 2024: $171,8762024

Highlighted filing

2019

Revenue$464,339
Expenses$453,536
Net Income$10,803
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 14, 2020
Return Version
2019v5.0
Gross Receipts
$464,339
Mission and Program Overview

Mission

To promote understanding, healing, growth, and community for people experiencing or impacted by religious transition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,765$164,931▲ $57,166
Savings and Temporary Cash Investments$61,037$16,496▼ $44,541
Land, Buildings, and Equipment, Net$3,281$2,532▼ $749
Total Assets$172,083$183,959▲ $11,876
Liabilities
Accounts Payable and Accrued Expenses$6,837$7,910▲ $1,073
Total Liabilities$6,837$7,910▲ $1,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$165,246$176,049▲ $10,803
Total Net Assets Fund Balance$165,246$176,049▲ $10,803
Total Liabilities and Net Assets / Fund Balance$172,083$183,959▲ $11,876

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,532$6,558$9,090
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John DehlinCEOFT$200,000$36,021$236,021

Board Members and Trustees

NameTitle
Craig WoodfieldBoard Chair
Clint MartinBoard Member
Jeremy McdonaldBoard Member
Keri WitbeckBoard Member
Kim TurnerBoard Member
Nadine Mccombs HansenBoard Member
Roger McomberBoard Member
Steve HolbrookBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$464,235
Program Service Revenue
$0
Investment Income
$104
Other Revenue
$0
All Other Contributions
$464,235
Change in Net Assets
$10,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,931
Other Expenses$188,105
Total Fundraising Expense$14,828
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$168,800$31,650$10,550$211,000
Advertising$59,978--$59,978
Fees for Services Other$35,592--$35,592
Fees for Services Accounting-$21,232-$21,232
Other Employee Benefits$16,017$3,003$1,001$20,021
Information Technology$12,503$2,345$782$15,630
Other Salaries and Wages$15,524--$15,524
Payroll Taxes$9,909$1,858$619$12,386
Office Expenses$9,560$1,924$598$12,082
Occupancy$8,354$1,566$522$10,442
Travel-$5,356-$5,356
Pension Plan Contributions$4,000$750$250$5,000
Fees for Services Legal-$2,565-$2,565
Insurance-$2,275-$2,275
Grants to Domestic Orgs$1,500--$1,500
Other Expenses$712$134$45$891
Depreciation Depletion$600$113$37$750
All Other Expenses$123$229$10$362
Total Functional Expenses$349,906$88,802$14,828$453,536
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Margi DehlinSpouse to CEOPodcast PaymentsNo$2,097
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board of directors is provided a draft copy of the form 990 to review prior to filing. The board can ask question and request changes prior to filing.

Form 990, Page 6, Part VI, Line 15A

The board evaluates comparative data from similar organizations and also reviews organization performance in setting compensation. In 2018, the board changed the executive director's compensation method from a standard salary plus bonus. The new structure is more aligned with each major role performed by the executive director. Under this new structure, his compensation includes the following components: - a salary for this role as executive director (75,000). - variable compensation for hosting mormon stories podcast equal to 75% of any contributions received directly for the mormon stories podcast, subject to a maximum compensation amount established by the board. - a fixed fee paid for each event he leads for the organization. This fee is consistent with the fees paid to other professionals who participate in these events. - a discretionary bonus as determined by the board based on his performance as executive director. - health insurance, and - a sepp-based retirement plan.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Open Stories Foundation Inc
EIN
27-2026793
Phone
4358815809
Address
PO BOX 1330, WEST JORDAN, UT 84084-1330

Signing Officer

Name
John Dehlin
Title
CEO
Phone
4358815809
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dehlin
Formed
2010
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
20

Preparer

Firm
Bountiful Peak Advisors
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0197825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0464235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0427989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0454764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0335674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0198036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01880698
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0210
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82980
IRS990ScheduleA/PublicSupportPY509Pct00.87720
IRS990ScheduleA/PublicSupportTotal509Amt01624038
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0140953
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt047630
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt059352
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt069096
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0332981
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt020974
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt035630
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt047352
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt015250
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt015950
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0135156
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0335674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0198036
IRS990ScheduleA/Total509Grp/TotalAmt01957019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0464339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0480218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0478946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0335690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0198036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01957229
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/BookValueAmt02532
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06558
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02532
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020021
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN DEHLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0236021
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARGI DEHLIN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE TO CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02097
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PODCAST PAYMENTS
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS PROVIDED A DRAFT COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING. THE BOARD CAN ASK QUESTION AND REQUEST CHANGES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD EVALUATES COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS AND ALSO REVIEWS ORGANIZATION PERFORMANCE IN SETTING COMPENSATION. IN 2018, THE BOARD CHANGED THE EXECUTIVE DIRECTOR'S COMPENSATION METHOD FROM A STANDARD SALARY PLUS BONUS. THE NEW STRUCTURE IS MORE ALIGNED WITH EACH MAJOR ROLE PERFORMED BY THE EXECUTIVE DIRECTOR. UNDER THIS NEW STRUCTURE, HIS COMPENSATION INCLUDES THE FOLLOWING COMPONENTS: - A SALARY FOR THIS ROLE AS EXECUTIVE DIRECTOR (75,000). - VARIABLE COMPENSATION FOR HOSTING MORMON STORIES PODCAST EQUAL TO 75% OF ANY CONTRIBUTIONS RECEIVED DIRECTLY FOR THE MORMON STORIES PODCAST, SUBJECT TO A MAXIMUM COMPENSATION AMOUNT ESTABLISHED BY THE BOARD. - A FIXED FEE PAID FOR EACH EVENT HE LEADS FOR THE ORGANIZATION. THIS FEE IS CONSISTENT WITH THE FEES PAID TO OTHER PROFESSIONALS WHO PARTICIPATE IN THESE EVENTS. - A DISCRETIONARY BONUS AS DETERMINED BY THE BOARD BASED ON HIS PERFORMANCE AS EXECUTIVE DIRECTOR. - HEALTH INSURANCE, AND - A SEPP-BASED RETIREMENT PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0172083
IRS990/TotalAssetsGrp/EOYAmt0183959
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0464235
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014828
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088802
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0349906
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453536
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06837
IRS990/TotalLiabilitiesEOYAmt07910
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IRS990/TotalReportableCompFromOrgAmt0211000
IRS990/TotalRevenueGrp/ExclusionAmt0104
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0464339

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