Civic Intelligence

Tooele County School District Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 36-4688664

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 06, 2017

92 Lodestone WayTooele, UT 84074

(435) 833-1900

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$66,473

Down $43,179 (-39%) from 2015

Net Assets

Down

$56,148

Down $53,504 (-49%) from 2015

Liabilities

$10,325

No earlier filing loaded for comparison.

Revenue

Up

$79,970

Up $3,703 (+4.9%) from 2015

Expenses

Up

$133,474

Up $72,189 (+118%) from 2015

Net Income

Down

-$53,504

Down $68,486 (-457%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $94,670Net Assets 2014: $94,6702014Assets 2015: $109,652Net Assets 2015: $109,6522015Assets 2016: $66,473Liabilities 2016: $10,325Net Assets 2016: $56,1482016Assets 2017: $80,504Liabilities 2017: $8,374Net Assets 2017: $72,1302017Assets 2018: $162,708Liabilities 2018: $14,395Net Assets 2018: $148,3132018Assets 2019: $467,150Liabilities 2019: $25,426Net Assets 2019: $441,7242019Assets 2020: $539,034Liabilities 2020: $60,218Net Assets 2020: $478,8162020Assets 2021: $720,001Liabilities 2021: $60,039Net Assets 2021: $659,9622021Assets 2022: $900,821Liabilities 2022: $90,094Net Assets 2022: $810,7272022Assets 2023: $1,015,337Liabilities 2023: $11,380Net Assets 2023: $1,003,9572023Assets 2024: $1,330,127Liabilities 2024: $11,938Net Assets 2024: $1,318,1892024Assets 2025: $1,774,679Liabilities 2025: $704,882Net Assets 2025: $1,069,7972025

Highlighted filing

2016

Assets$66,473
Liabilities$10,325
Net Assets$56,148

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $82,852Expenses 2014: $43,491Net Income 2014: $39,3612014Revenue 2015: $76,267Expenses 2015: $61,285Net Income 2015: $14,9822015Revenue 2016: $79,970Expenses 2016: $133,474Net Income 2016: -$53,5042016Revenue 2017: $594,700Expenses 2017: $578,718Net Income 2017: $15,9822017Revenue 2018: $679,202Expenses 2018: $603,019Net Income 2018: $76,1832018Revenue 2019: $1,203,234Expenses 2019: $909,823Net Income 2019: $293,4112019Revenue 2020: $660,753Expenses 2020: $623,661Net Income 2020: $37,0922020Revenue 2021: $947,256Expenses 2021: $766,110Net Income 2021: $181,1462021Revenue 2022: $813,448Expenses 2022: $662,683Net Income 2022: $150,7652022Revenue 2023: $1,155,389Expenses 2023: $962,159Net Income 2023: $193,2302023Revenue 2024: $1,359,396Expenses 2024: $1,045,164Net Income 2024: $314,2322024Revenue 2025: $1,356,704Expenses 2025: $1,605,096Net Income 2025: -$248,3922025

Highlighted filing

2016

Revenue$79,970
Expenses$133,474
Net Income-$53,504
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 6, 2017
Return Version
2015v3.0
Gross Receipts
$79,970
Mission and Program Overview

Mission

To support the Tooele School District in education, literacy, and charitable purposes.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE TOOELE SCHOOL DISTRICT IN EDUCATION, LITERACY, AND CHARITABLE PURPOSES.$25,939$106,974
GRANTS AND SCHOLARSHIPS TO INDIVIDUALS.$26,500$26,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELDON BIRCHPresident-$0--
JEREMY SCOTTVice Preside-$0--
JAKE JOHNSONTreasurer-$0--
ED DALTONExecutive DiFT$0--
SCOTT ROGERSBoard Member-$0--
MATTHEW POTTERBoard Member-$0--
CLAYTON DUNNMember-$0--
BOB GOWANSMember-$0--
FRANK MOHLMANMember-$0--
ALAN MOURITSENMember-$0--
KAREN NELSONMember-$0--
ALISON MCCOYMember-$0--
CHRIS SLOANMember-$0--
Filing and Contact Details

Filer

Filer Name
Tooele County School District
EIN
36-4688664
Address
92 LODESTONE WAY, TOOELE, UT 84074

Signing Officer

Name
Sheldon Birch
Title
President
Signed
2017-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

26,500 0 0

Form 990-ez, Part I, Line 10

Tooele county school district 25,939 0 0

Form 990-ez, Part I, Line 16

Expenses other expenses 81,035 total 81,035

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 3,825 deferred revenue 0 6,500

Form 990-ez, Part III

To support the tooele school district in education, literacy, and charitable purposes.

Raw XML Appendix172 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LARK REYNOLDS
IRS990EZ/BooksInCareOfDetail/PhoneNum04358331900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt092 LODESTONE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOOELE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109652
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079970
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-53504
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066473
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052439
IRS990EZ/GrossReceiptsAmt079970
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt335.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELDON BIRCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAKE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATTHEW POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLAYTON DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BOB GOWANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRANK MOHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALAN MOURITSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KAREN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISON MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CHRIS SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE TOOELE SCHOOL DISTRICT IN EDUCATION, LITERACY, AND CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE TOOELE SCHOOL DISTRICT IN EDUCATION, LITERACY, AND CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS AND SCHOLARSHIPS TO INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025939
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt126500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0106974
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010325
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0133474
IRS990EZ/TotalProgramServiceExpensesAmt0133474
IRS990EZ/TotalRevenueAmt079970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0322258
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019970
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0322258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080520
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0322258
IRS990ScheduleA/TotalSupportAmt0322258
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt026,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TOOELE COUNTY SCHOOL DISTRICT 25,939 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OTHER EXPENSES 81,035 TOTAL 81,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 3,825 DEFERRED REVENUE 0 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO SUPPORT THE TOOELE SCHOOL DISTRICT IN EDUCATION, LITERACY, AND CHARITABLE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELDON BIRCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOOELE COUNTY SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOOE
ReturnHeader/Filer/EIN0364688664
ReturnHeader/Filer/USAddress/AddressLine1Txt092 LODESTONE WAY
ReturnHeader/Filer/USAddress/CityNm0TOOELE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02017-02-01T10:10:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings