Civic Intelligence

William D Backman IV Community Fund

990PF • Fiscal year 2021 • EIN 30-0025042

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
PO Box 981148Park City, UT 84098

(513) 616-1228

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-1131%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-8.6%

Faster asset growth than 26% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$109,479

Down $10,248 (-8.6%) from 2020

Net Assets

Down

$109,479

Down $10,248 (-8.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$906

Down $382 (-30%) from 2020

Expenses

Up

$11,154

Up $11,154 from 2020

Net Income

Down

-$10,248

Down $11,536 (-896%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$150K$100K$50K$0Assets 2010: $20,566Liabilities 2010: $0Net Assets 2010: $20,5662010Assets 2013: $18,033Liabilities 2013: $0Net Assets 2013: $18,0332013Assets 2014: $13,470Liabilities 2014: $0Net Assets 2014: $13,4702014Assets 2015: $13,927Liabilities 2015: $0Net Assets 2015: $13,9272015Assets 2016: $14,396Liabilities 2016: $0Net Assets 2016: $14,3962016Assets 2017: $114,950Liabilities 2017: $0Net Assets 2017: $114,9502017Assets 2018: $115,810Liabilities 2018: $0Net Assets 2018: $115,8102018Assets 2019: $118,439Liabilities 2019: $0Net Assets 2019: $118,4392019Assets 2020: $119,727Liabilities 2020: $0Net Assets 2020: $119,7272020Assets 2021: $109,479Liabilities 2021: $0Net Assets 2021: $109,4792021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$109,479
Liabilities$0
Net Assets$109,479
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $122010Revenue 2013: $394Expenses 2013: $11Net Income 2013: $3832013Revenue 2014: $440Expenses 2014: $5,003Net Income 2014: -$4,5632014Revenue 2015: $463Expenses 2015: $6Net Income 2015: $4572015Revenue 2016: $484Expenses 2016: $15Net Income 2016: $4692016Revenue 2017: $100,568Expenses 2017: $14Net Income 2017: $100,5542017Revenue 2018: $860Expenses 2018: $0Net Income 2018: $8602018Revenue 2019: $2,629Expenses 2019: $0Net Income 2019: $2,6292019Revenue 2020: $1,288Expenses 2020: $0Net Income 2020: $1,2882020Revenue 2021: $906Expenses 2021: $11,154Net Income 2021: -$10,2482021Revenue 2022: $22,771Expenses 2022: $132,250Net Income 2022: -$109,4792022

Highlighted filing

2021

Revenue$906
Expenses$11,154
Net Income-$10,248
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D BACKMAN IIITrustee-$0--
LORRAINE L BACKMANTrustee-$0--
SABRINA CLARKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William D Backman Iv Fund
EIN
30-0025042
Phone
5136161228
Address
PO BOX 981148, PARK CITY, UT 84098

Signing Officer

Name
William D Backman Iii
Title
Trustee
Phone
5136161228
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Juliet M Griswold CPA LLC
Address
PO BOX 43290, CINCINNATI, OH 45243
Preparer
Juliet M Griswold
Phone
5133792771
Raw XML Appendix277 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0463 SHS OF US BANCORP STOCK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM D BACKMAN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORRAINE L BACKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SABRINA CLARK
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt013835
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06806
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt04154
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D BACKMAN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136161228
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM D BACKMAN IV FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0300025042
ReturnHeader/Filer/PhoneNum05136161228
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 981148
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873818452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIET M GRISWOLD CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 43290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045243
ReturnHeader/PreparerPersonGrp/PhoneNum05133792771
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIET M GRISWOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T10:32:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACKMAN III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$109,479
Liabilities
$0
Net assets
$109,479
Revenue
$906
Expenses
$11,154
Net income
-$10,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$1.32$1.09
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.01$0.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.01$0.00$1.01
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00