Civic Intelligence

Dee R Bangerter Support Foundation

990 • Fiscal year 2015 • EIN 31-1489761

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 07, 2016

5242 South College DriveMurray, UT 84123

(801) 397-4000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

41st percentile

0.1%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-7.5%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,041,760

Up $62 (+0.0%) from 2014

Net Assets

Up

$2,041,760

Up $62 (+0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$71,347

Down $5,770 (-7.5%) from 2014

Expenses

Up

$71,285

Up $85 (+0.1%) from 2014

Net Income

Down

$62

Down $5,855 (-99%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,984,780Liabilities 2010: $0Net Assets 2010: $1,984,7802010Assets 2011: $1,980,801Liabilities 2011: $0Net Assets 2011: $1,980,8012011Assets 2012: $2,002,420Liabilities 2012: $0Net Assets 2012: $2,002,4202012Assets 2013: $2,035,781Liabilities 2013: $0Net Assets 2013: $2,035,7812013Assets 2014: $2,041,698Liabilities 2014: $0Net Assets 2014: $2,041,6982014Assets 2015: $2,041,760Liabilities 2015: $0Net Assets 2015: $2,041,7602015Assets 2016: $2,037,444Liabilities 2016: $0Net Assets 2016: $2,037,4442016Assets 2017: $1,960,927Liabilities 2017: $0Net Assets 2017: $1,960,9272017Assets 2018: $1,722,186Liabilities 2018: $0Net Assets 2018: $1,722,1862018Assets 2019: $1,058,635Liabilities 2019: $0Net Assets 2019: $1,058,6352019Assets 2020: $125,516Net Assets 2020: $125,5162020Assets 2021: $547Net Assets 2021: $5472021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$2,041,760
Liabilities$0
Net Assets$2,041,760

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $62,2852010Expenses 2011: $71,9912011Expenses 2012: $47,7852012Revenue 2013: $69,711Expenses 2013: $36,350Net Income 2013: $33,3612013Revenue 2014: $77,117Expenses 2014: $71,200Net Income 2014: $5,9172014Revenue 2015: $71,347Expenses 2015: $71,285Net Income 2015: $622015Revenue 2016: $66,254Expenses 2016: $70,570Net Income 2016: -$4,3162016Revenue 2017: $501,753Expenses 2017: $578,270Net Income 2017: -$76,5172017Revenue 2018: $61,259Expenses 2018: $300,000Net Income 2018: -$238,7412018Revenue 2019: $873,459Expenses 2019: $1,537,010Net Income 2019: -$663,5512019Revenue 2020: $10,481Expenses 2020: $943,600Net Income 2020: -$933,1192020Revenue 2021: $31Expenses 2021: $125,000Net Income 2021: -$124,9692021Revenue 2022: $0Expenses 2022: $547Net Income 2022: -$5472022

Highlighted filing

2015

Revenue$71,347
Expenses$71,285
Net Income$62
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 7, 2016
Return Version
2015v2.0
Gross Receipts
$71,347
Mission and Program Overview

Mission

Supporting charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,041,698$2,041,760▲ $62
Savings and Temporary Cash Investments$11,921$483▼ $11,438
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,041,698$2,041,760▲ $62
Other Assets Total$2,029,777$2,041,277▲ $11,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,041,698$2,041,760▲ $62
Total Liabilities and Net Assets / Fund Balance$2,041,698$2,041,760▲ $62

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,041,277--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred HaleDirector
Jay R BangerterDirector
Johnathan D BangerterDirector
Lamar BangerterDirector
Dee R BangerterDirector/Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,347
Other Revenue
$0
Change in Net Assets
$62
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,275
Other Expenses$10
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,275--$71,275
Fees for Services Other-$10-$10
Total Functional Expenses$71,275$10$0$71,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rocky Mountain Care HolladayMurray, UT-General support$60,000
University of UtahSalt Lake City, UT-general support$5,925
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

JAY R. BANGERTER and LAMAR BANGERTER ARE BROTHERS AND THEY HAVE PARTIAL OWNERSHIP TOGETHER IN OTHER COMPANIES. A FAMILY RELATIONSHIP EXISTS BETWEEN DEE R. BANGERTER AND JOHNATHAN D. BANGERTER.

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 will be reviewed by an officer and trustee before it is issued.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Ongoing communication with officers and trustees in regards to business transactions.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing docs, policies and financial statements will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Dee R Bangerter Support Foundation
EIN
31-1489761
Phone
8013974000
Address
5242 SOUTH COLLEGE DRIVE, MURRAY, UT 84123

Signing Officer

Name
Dee R Bangerter
Title
Director/Truste
Signed
2016-09-07
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Atlas Management Services
Address
576 WEST 900 SOUTH 260, WOODS CROSS, UT 84010
Preparer
LaMar Bangerter
Phone
8013974050
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: university of utah dept of art & art history - to assist in the goals and objectives of this organization other program services 5: centerpoint legacy theatre - to assist in the goals and objectives of this organization

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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt071275
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Added Jefferson Market Garden, EIN 51-0153256. The reason for this change was to assist with the goals and objectives of The Jefferson Market Garden. The authority for this change was per Article 4.2 of the organization's Declaration of Trust. The action was accomplished ON 5/5/15 with written approval of the Board according to the organization's governing document.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 5a: Details Of Added, Substitute, Or Removed Supported Orgs.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02060740
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02053083
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt019463
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt023306
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt030911
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt030796
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt02041277
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt02029777
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02029829
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02022287
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt071044
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt070780
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02060740
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02053083
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt071044
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt070780
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0200057042
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1870511961
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2270197644
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3510153256
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4876000525
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd45
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01850
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt160000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt45925
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CODALE CHILDRENS CHARITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Rocky Mountain Care Holladay
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CENTERPOINT LEGACY THEATRE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Jefferson Market Garden
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4University of Utah
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt071275
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02041277
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Investment 3.5% on Demand
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02041277
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/CashGrantAmt15925
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1general support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rocky Mountain Care Holladay
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1University of Utah
IRS990ScheduleI/RecipientTable/RecipientEIN0870511961
IRS990ScheduleI/RecipientTable/RecipientEIN1876000525
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05242 South College Dr Ste 340
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1540 Arapeen Drive Ste 250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Murray
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Salt Lake City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084123
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184108
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: UNIVERSITY OF UTAH DEPT OF ART & ART HISTORY - TO ASSIST IN THE GOALS AND OBJECTIVES OF THIS ORGANIZATION OTHER PROGRAM SERVICES 5: CENTERPOINT LEGACY THEATRE - TO ASSIST IN THE GOALS AND OBJECTIVES OF THIS ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAY R. BANGERTER and LAMAR BANGERTER ARE BROTHERS AND THEY HAVE PARTIAL OWNERSHIP TOGETHER IN OTHER COMPANIES. A FAMILY RELATIONSHIP EXISTS BETWEEN DEE R. BANGERTER AND JOHNATHAN D. BANGERTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE REVIEWED BY AN OFFICER AND TRUSTEE BEFORE IT IS ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ONGOING COMMUNICATION WITH OFFICERS AND TRUSTEES IN REGARDS TO BUSINESS TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

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