Civic Intelligence

William D Backman IV Community Fund

990PF • Fiscal year 2022 • EIN 30-0025042

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 08, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

4th percentile

-481%

Higher net margin than 4% 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

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

99th percentile

2413%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $109,479 (-100%) from 2021

Net Assets

Down

$0

Down $109,479 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$22,771

Up $21,865 (+2413%) from 2021

Expenses

Up

$132,250

Up $121,096 (+1086%) from 2021

Net Income

Down

-$109,479

Down $99,231 (-968%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$22,771
Expenses$132,250
Net Income-$109,479
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 8, 2023
Return Version
2022v5.0
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
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Juliet M Griswold CPA LLC
Address
PO BOX 43290, CINCINNATI, OH 45243-0290
Preparer
Juliet M Griswold
Phone
5133792771
Raw XML Appendix325 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 4942(H) THAT THE DISTRIBUTION REPORTED IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAXABLE YEAR (OR YEARS).
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0IVY TECH FOUNDATION INC
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0132250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022771
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04262
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US BANCORP - 463 SHS. COMMON 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IVY TECH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTHEASTERN INDIANA HONOR GUARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1929 RIDGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RISING SUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0462060883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd147040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127988
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/AppliedToCurrentYearAmt05238
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt013641
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07081
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102028
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102028
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127988
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102028
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102028
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt013641
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07081
LiquidationExplanationStmt/ExplanationTxt0THE PRIVATE FOUNDATION HAS DISPOSED OF ALL OF IT'S ASSETS. ALL ASSETS WERE DISTRIBUTED IN 2022, AND THE PRIVATE FOUNDATION HAS CEASED TO EXIST. THIS IS A FINAL RETURN. ALL ASSETS (CONSISTING OF CASH) WERE DISTRIBUTED / DONATED TO THE TWO DONEE'S LISTED ON THIS RETURN - THE SOUTHEASTERN INDIANA HONOR GUARD AND IVY TECH COLLEGE.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
TaxesSchedule/TaxesDetail/Amt04105
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D BACKMAN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136161228
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
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/IRSResponsiblePrtyInfoCurrInd00
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/ZIPCd0452430290
ReturnHeader/PreparerPersonGrp/PhoneNum05133792771
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIET M GRISWOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-14T08:51:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACKMAN III
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$22,771
Expenses
$132,250
Net income
-$109,479
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