Civic Intelligence

The Pi Foundation Inc

990 • Fiscal year 2023 • EIN 35-2191048

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.THEPIFUND.ORG
405 South Main Suite 800Salt Lake City, UT 84111

(801) 530-7400

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

39th percentile

3.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$34,650,142

Up $1,134,623 (+3.4%) from 2022

Net Assets

Up

$34,650,142

Up $1,134,623 (+3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin85th percentile

Revenue

Down

$7,857,032

Down $7,050,611 (-47%) from 2022

Expenses

Down

$5,339,033

Down $14,681,386 (-73%) from 2022

Net Income

Up

$2,517,999

Up $7,630,775 (+149%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60M$40M$20M$0-$20MAssets 2010: $33,730,852Liabilities 2010: $0Net Assets 2010: $33,730,8522010Assets 2011: $25,761,489Liabilities 2011: $0Net Assets 2011: $25,761,4892011Assets 2012: $35,197,915Liabilities 2012: $32,561Net Assets 2012: $35,165,3542012Assets 2013: $16,683,384Liabilities 2013: $88,093Net Assets 2013: $16,595,2912013Assets 2014: $27,733,969Liabilities 2014: $29,754Net Assets 2014: $27,704,2152014Assets 2015: $25,713,752Liabilities 2015: $20,721Net Assets 2015: $25,693,0312015Assets 2016: $29,358,481Liabilities 2016: -$97,407Net Assets 2016: $29,455,8882016Assets 2017: $27,404,161Liabilities 2017: -$32,328Net Assets 2017: $27,436,4892017Assets 2018: $22,086,592Liabilities 2018: -$114,918Net Assets 2018: $22,201,5102018Assets 2019: $45,765,161Liabilities 2019: $0Net Assets 2019: $45,765,1612019Assets 2020: $34,306,689Liabilities 2020: $8,754Net Assets 2020: $34,297,9352020Assets 2021: $42,544,136Liabilities 2021: $0Net Assets 2021: $42,544,1362021Assets 2022: $33,515,519Liabilities 2022: $0Net Assets 2022: $33,515,5192022Assets 2023: $34,650,142Liabilities 2023: $0Net Assets 2023: $34,650,1422023Assets 2024: $32,244,162Liabilities 2024: $0Net Assets 2024: $32,244,1622024

Highlighted filing

2023

Assets$34,650,142
Liabilities$0
Net Assets$34,650,142
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$40M$20M$0-$20MExpenses 2010: $14,201,3532010Expenses 2011: $5,494,8192011Expenses 2012: $7,231,4502012Revenue 2013: -$856,083Expenses 2013: $17,757,103Net Income 2013: -$18,613,1862013Revenue 2014: $18,271,235Expenses 2014: $7,162,311Net Income 2014: $11,108,9242014Revenue 2015: $991,244Expenses 2015: $2,946,742Net Income 2015: -$1,955,4982015Revenue 2016: $10,706,139Expenses 2016: $6,943,282Net Income 2016: $3,762,8572016Revenue 2017: $4,908,090Expenses 2017: $6,927,489Net Income 2017: -$2,019,3992017Revenue 2018: -$256,009Expenses 2018: $4,978,970Net Income 2018: -$5,234,9792018Revenue 2019: $26,409,202Expenses 2019: $2,845,551Net Income 2019: $23,563,6512019Revenue 2020: $4,430,177Expenses 2020: $16,909,382Net Income 2020: -$12,479,2052020Revenue 2021: $12,945,919Expenses 2021: $5,848,011Net Income 2021: $7,097,9082021Revenue 2022: $14,907,643Expenses 2022: $20,020,419Net Income 2022: -$5,112,7762022Revenue 2023: $7,857,032Expenses 2023: $5,339,033Net Income 2023: $2,517,9992023Revenue 2024: $2,732,382Expenses 2024: $6,301,943Net Income 2024: -$3,569,5612024

Highlighted filing

2023

Revenue$7,857,032
Expenses$5,339,033
Net Income$2,517,999
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$9,902,728
Mission and Program Overview

Mission

The pi foundation's mission is to support, encourage, and foster charitable giving. The foundation does this through education, resources, and donor advised funds. The foundation financially supports a wide range of local and national organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,515,519$34,650,142▲ $1,134,623
Investments in Publicly Traded Securities$14,448,802$19,479,394▲ $5,030,592
Investments Other Securities$11,889,028$10,905,300▼ $983,728
Cash and Non-Interest-Bearing Accounts$5,320,699$3,942,737▼ $1,377,962
Land, Buildings, and Equipment, Net$1,500,000--
Receivable From Disqualified Prsn$356,990$298,388▼ $58,602
Other Notes and Loans Receivable, Net-$24,323-
Total Assets$33,515,519$34,650,142▲ $1,134,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,515,519$34,650,142▲ $1,134,623
Total Liabilities and Net Assets / Fund Balance$33,515,519$34,650,142▲ $1,134,623

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$10,905,300--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
L S Mccullough IiPresident
L Stanford Mccullough IvDirector
Teresa M RobisonSecretary
Gregory C ZauggVP/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,274,145
Program Service Revenue
$206,623
Investment Income
$2,687,601
Other Revenue
$688,663
All Other Contributions
$4,274,145
Change in Net Assets
$2,517,999

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$2,200,000Fair Market Value
Securities Closely Held Stock4$1,122,253Fair Market Value
Securities Publicly Traded1$766,663Fair Market Value
Total Noncash Contributions6$4,088,916-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,099,629
Other Expenses$239,404
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,099,629--$5,099,629
Fees for Services Legal$1,474$97,538-$99,012
Fees for Service Investment Mgmnt Fees$95,208--$95,208
Fees for Services Accounting-$21,110-$21,110
Insurance-$5,000-$5,000
Other Expenses$125$1,546-$1,671
All Other Expenses-$600-$600
Total Functional Expenses$5,209,989$129,044$0$5,339,033
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lds ChurchSalt Lake City, UT501c3Support Charity Org$2,671,902
Fidelity Donor Advised FundBoston, MA501c3Support Charity Org$542,144
Operation Underground RailroadAnaheim, CA501c3Support Charity Org$500,000
Intermountain FoundationSalt Lake City, UT501c3Support Charity Org$250,000
Living Planet IncDraper, UT501c3Support Charity Org$250,000
Granite Education FoundationSalt Lake City, UT501c3Support Charity Org$200,000
Bishop Ward High SchoolKansas City, KS501c3Support Charity Org$100,000
Utah State UniversityLogan, UT501c3Support Charity Org$100,000
Tifie HumanitarianBluffdale, UT501c3Support Charity Org$86,000
Dell Loy and Julie Hansen ScholarsLogan, UT501c3Support Charity Org$70,000
Forever FightersPasco, WA501c3Support Charity Org$50,000
More Good FoundationOrem, UT501c3Support Charity Org$50,000
One Voice Childrens ChoirSandy, UT501c3Support Charity Org$20,000
Charityvision International IncProvo, UT501c3Support Charity Org$18,250
TABITHA'S WAYSpanish Fork, UT501c3Support Charity Org$17,500
CHILDREN'S CANCER FUND OF DALLAS INDallas, TX501c3Support Charity Org$10,000
Rise and Rebuild FoundationSandy, UT501c3Support Charity Org$10,000
Ronald Mcdonald HouseSalt Lake City, UT501c3Support Charity Org$10,000
Summit Journeys IncMillcreek, UT501c3Support Charity Org$10,000
Utah Food BankSalt Lake City, UT501c3Support Charity Org$10,000
Lds ChurchSalt Lake City, UT501c3Support Charity Org$6,400
University of UtahSalt Lake City, UT501c3Support Charity Org$5,956
Aspen AcademyGreenwood Village, CO503c3Support Charity Org$5,500
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$356,990$298,388▼ $58,602
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 2

“L.s. Mccullough, jr. L .stanford mccullough iv trustee trustee grandfather/grandchild”

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

“The trustees are provided a copy of the form 990 before filing. If there are no further questions or issues discovered, one of the trustees will sign and mail the e-file signature form 8879-eo to approve e-filing.”

Form 990, Page 6, Part VI, Line 12C

“Every interested party who might have a conflict of interest is required to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. Once these material facts are disclosed, the interested party must leave the meeting while the governing board or committee meeting discuss and vote on whether a conflict of interest exists. If an interested party fails to disclose that there might possibly be a conflict of interest, he/she is allowed to explain why they failed to disclose. Once he/she explains their failure to disclose a possible conflict of interest, the governing board or committee then determines if the member has failed to disclose an actual or possible conflict of interest. It shall then take appropriate disciplinary and corrective action.”

Form 990, Page 6, Part VI, Line 19

“All required written documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Pi Foundation Inc
EIN
35-2191048
Phone
8015307400
Address
405 SOUTH MAIN SUITE 800, SALT LAKE CITY, UT 84111
Doing Business As
The Pi Fund

Signing Officer

Name
Gregory C Zaugg
Title
VP/treasurer
Phone
8015307308
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory C Zaugg
Formed
2002
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wolff & Company
Address
6465 SOUTH 3000 EAST SUITE 204, SALT LAKE CITY, UT 84121
Preparer
Tony D Wolff CPA
Phone
8016959533
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“THE PI FUND”

FORM 990 - ORGANIZATION'S MISSION

“The pi foundation's mission is to support, encourage, and foster charitable giving. The foundation does this through education, resources, and donor advised funds. The foundation financially supports a wide range of local and national organizations.”

Form 990, Part XI, Line 9

“Book-tax differences -2,418,351 pass through book-tax differences -89,649 total -2,508,000”

Raw XML AppendixShowing 400 of 630 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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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt05005879
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IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt034043635
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt093750
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt03
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IRS990ScheduleD/TotalBookValueSecuritiesAmt010905300
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IRS990ScheduleI/RecipientTable/CashGrantAmt218250
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt470000
IRS990ScheduleI/RecipientTable/CashGrantAmt5542144
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt7200000
IRS990ScheduleI/RecipientTable/CashGrantAmt8250000
IRS990ScheduleI/RecipientTable/CashGrantAmt92671902
IRS990ScheduleI/RecipientTable/CashGrantAmt106400
IRS990ScheduleI/RecipientTable/CashGrantAmt11250000
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IRS990ScheduleI/RecipientTable/CashGrantAmt1320000
IRS990ScheduleI/RecipientTable/CashGrantAmt14500000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1610000
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1817500
IRS990ScheduleI/RecipientTable/CashGrantAmt1986000
IRS990ScheduleI/RecipientTable/CashGrantAmt205956
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt22100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0503C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc22501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22SUPPORT CHARITY ORG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASPEN ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BISHOP WARD HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHARITYVISION INTERNATIONAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S CANCER FUND OF DALLAS IN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DELL LOY AND JULIE HANSEN SCHOLARS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5FIDELITY DONOR ADVISED FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6FOREVER FIGHTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7GRANITE EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8INTERMOUNTAIN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9LDS CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10LDS CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11LIVING PLANET INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12MORE GOOD FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13ONE VOICE CHILDRENS CHOIR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14OPERATION UNDERGROUND RAILROAD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15RISE AND REBUILD FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16RONALD MCDONALD HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17SUMMIT JOURNEYS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18TABITHA'S WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19TIFIE HUMANITARIAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20UNIVERSITY OF UTAH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21UTAH FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt22UTAH STATE UNIVERSITY
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IRS990ScheduleI/RecipientTable/RecipientEIN18273402820
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IRS990ScheduleI/RecipientTable/RecipientEIN20876000525
IRS990ScheduleI/RecipientTable/RecipientEIN21870212453

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,650,142
Liabilities
$0
Net assets
$34,650,142
Revenue
$7,857,032
Expenses
$5,339,033
Net income
$2,517,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.00$32.2$2.73$6.30$3.57
2023Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$7.86$5.34$2.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$0.00$33.5$14.9$20.0$5.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.00$42.5$12.9$5.85$7.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.01$34.3$4.43$16.9$12.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.00$45.8$26.4$2.85$23.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.11$22.2$0.26$4.98$5.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.03$27.4$4.91$6.93$2.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.10$29.5$10.7$6.94$3.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.02$25.7$0.99$2.95$1.96
2014Detailed filing. Detailed filing data is available for this year.$27.7$0.03$27.7$18.3$7.16$11.1
2013Detailed filing. Detailed filing data is available for this year.$16.7$0.09$16.6$0.86$17.8$18.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$0.03$35.2$7.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.00$25.8$5.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$0.00$33.7$14.2