Civic Intelligence

Sorenson Impact Foundation

990PF • Fiscal year 2017 • EIN 45-3203840

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
299 S Main StreetSalt Lake City, UT 84111

(801) 490-1013

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

9.3%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$144,695,092

Up $12,274,368 (+9.3%) from 2016

Net Assets

Up

$144,691,992

Up $12,283,641 (+9.3%) from 2016

Liabilities

Down

$3,100

Down $9,273 (-75%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Up

$3,548,083

Up $303,199 (+9.3%) from 2016

Expenses

Down

$1,768,518

Down $1,913,152 (-52%) from 2016

Net Income

Up

$1,779,565

Up $2,216,351 (+507%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$200M$150M$100M$50M$0Assets 2011: $1Liabilities 2011: $12,4882011Assets 2012: $128,149,602Liabilities 2012: $7,494Net Assets 2012: $128,142,1082012Assets 2013: $138,230,774Liabilities 2013: $20,646Net Assets 2013: $138,210,1282013Assets 2014: $133,070,928Liabilities 2014: $10,515Net Assets 2014: $133,060,4132014Assets 2015: $131,466,770Liabilities 2015: $4,870Net Assets 2015: $131,461,9002015Assets 2016: $132,420,724Liabilities 2016: $12,373Net Assets 2016: $132,408,3512016Assets 2017: $144,695,092Liabilities 2017: $3,100Net Assets 2017: $144,691,9922017Assets 2018: $139,731,704Liabilities 2018: $29,569Net Assets 2018: $139,702,1352018Assets 2019: $154,357,754Liabilities 2019: $2,904Net Assets 2019: $154,354,8502019Assets 2020: $156,657,761Liabilities 2020: $10,157Net Assets 2020: $156,647,6042020Assets 2021: $157,397,407Liabilities 2021: $81,318Net Assets 2021: $157,316,0892021Assets 2022: $142,242,497Liabilities 2022: $49,736Net Assets 2022: $142,192,7612022Assets 2023: $142,073,772Liabilities 2023: $30,430Net Assets 2023: $142,043,3422023Assets 2024: $140,180,609Liabilities 2024: $40,054Net Assets 2024: $140,140,5552024

Highlighted filing

2017

Assets$144,695,092
Liabilities$3,100
Net Assets$144,691,992
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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

$20M$10M$0-$10MRevenue 2011: $0Expenses 2011: $12,488Net Income 2011: -$12,4882011Expenses 2012: $1,523,7022012Revenue 2013: $2,354,333Expenses 2013: $1,901,161Net Income 2013: $453,1722013Revenue 2014: -$4,501,536Expenses 2014: $2,756,932Net Income 2014: -$7,258,4682014Revenue 2015: $4,385,110Expenses 2015: $1,570,169Net Income 2015: $2,814,9412015Revenue 2016: $3,244,884Expenses 2016: $3,681,670Net Income 2016: -$436,7862016Revenue 2017: $3,548,083Expenses 2017: $1,768,518Net Income 2017: $1,779,5652017Revenue 2018: $13,209,959Expenses 2018: $1,780,528Net Income 2018: $11,429,4312018Revenue 2019: $10,002,249Expenses 2019: $1,047,743Net Income 2019: $8,954,5062019Revenue 2020: $8,044,183Expenses 2020: $4,419,966Net Income 2020: $3,624,2172020Revenue 2021: $2,854,934Expenses 2021: $3,852,268Net Income 2021: -$997,3342021Revenue 2022: $2,427,083Expenses 2022: $6,189,659Net Income 2022: -$3,762,5762022Revenue 2023: $2,244,274Expenses 2023: $4,132,028Net Income 2023: -$1,887,7542023Revenue 2024: $4,644,487Expenses 2024: $5,342,680Net Income 2024: -$698,1932024

Highlighted filing

2017

Revenue$3,548,083
Expenses$1,768,518
Net Income$1,779,565
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Lee SorensonDirectorPT$0--
Krista SorensonDirectorPT$0--
Luke SorensonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sorenson Impact Foundation
EIN
45-3203840
Phone
8014901013
Address
299 S Main Street, Salt Lake City, UT 84111

Signing Officer

Name
James Lee Sorenson
Title
President
Signed
2018-11-15
Raw XML AppendixShowing 400 of 640 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0Owl Ventures: Addressing problems associated with poor learning achievement outcomes and increasing educational opportunities.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1Elevar Equity: Developing essential products and services for disconnected communities in Latin America and Asia.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2Kasha: Providing affordable access to hygiene products for women and young girls in Rwanda and other east African countries
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3Arbutus Medical: Developing safer surgical toos for use in emerging markets to improve patient outcomes and increase affordable healthcare access
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4ePesos: Accelerating financial inclusion in Latin America through payments technology
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc5Graduation Alliance: Increasing high school graduation rates, expanding job opportunities and bettering lifetime earnings potential for at-risk populations.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc6VilCap Investments: Investing in companies that enable positive social and/or environmental impact such as: clean energy, increasing access to education and healthcare, and improving livelihoods of underprivilged populations.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7Massachusetts Pathways: Increasing access to vocational english classes and skills training to uderprivileged populations
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc8Better World Wireless: Offering mobile solutions to vulnerable populations for the purposes of increasing livelihoods and access to housing, health care, and job opportunities.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc9Copia: Providing access to life necessities and creating job opportunities in Africa
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc10Eleos Social Venture Fund: Improving sanitation, healthcare, education, energy, water and rural livlihoods in east Africa
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc11Stony Creek: Developing environmentally safe alternatives to synthetic dys and improving livlihoods of farmers
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc12Capria: Creation of early-stage impact investment funds in emerging markets with the ability to improve the lives of low-income individuals
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc13InReturn Strategies: Enabling people with disabilities to find and maintain meaningful employment
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0Merrill Lynch
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt1Sepio Capital
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt2Sorenson Associates The Pointe LLC
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0Merrill Lynch provides investment management services and advice. Compensation is determined at arms length and is reasonable based on fair value of the services received.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1Sepio Capital provides investment management services and advice. Compensation is determined at arms length and is reasonable based on fair value of the services received.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt2Sorenson Associates provides accounting and tax related services for the foundation. Compensation is reasonable based on fair value of the services provided.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0921537
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01779565
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010504076
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0144691992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0132408351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0144691992
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05536128
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05508154
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05536128
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05540910
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt027974
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032756
IRS990PF/DistributableAmountGrp/TotalTaxAmt032756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt064677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt097433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt064677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt097433
IRS990PF/FMVAssetsEOYAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012373
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03100
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06679
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010149
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06769511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05924008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05924008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059278304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt073233482
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt073233482
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06162391
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09993654
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09993654
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt054795902
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt049077846
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt049077846
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0132408351
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0144691992
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04405933
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05505914
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05505914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0132420724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0132420724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0132408351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0144691992
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01002004
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0950039
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0950039
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0112505786
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07795885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt080128907
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01687587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt024580994
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05540910
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0110818199
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112505786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Merrill Lynch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Sorenson Associates The Pointe LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Sepio Capital
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0154112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt181638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2166281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Accounting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0101 California Street Suite 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1299 S Main Street Suite 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt250 California Street Suite 3525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd184111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Lee Sorenson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Krista Sorenson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Luke Sorenson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0299 S Main Street Suite 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1299 S Main Street Suite 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23400 N Ashton Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Salt Lake Cit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lehi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284043
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03323327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03356083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05363861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03130213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03231387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02308372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01091707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.02309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt032756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0110818199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0103697123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0101339091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0100954740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt099995788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt089214328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05086534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.149945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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0299 S Main Street Suite 2200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Salt Lake City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jim Sorenson
IRS990PF/StatementsRegardingActyGrp/PhoneNum08014901013
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0sorensonimpactfoundation.org

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,695,092
Liabilities
$3,100
Net assets
$144,691,992
Revenue
$3,548,083
Expenses
$1,768,518
Net income
$1,779,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$140$0.04$140$4.64$5.34$0.70
2023Detailed filing. Detailed filing data is available for this year.$142$0.03$142$2.24$4.13$1.89
2022Detailed filing. Detailed filing data is available for this year.$142$0.05$142$2.43$6.19$3.76
2021Detailed filing. Detailed filing data is available for this year.$157$0.08$157$2.85$3.85$1.00
2020Detailed filing. Detailed filing data is available for this year.$157$0.01$157$8.04$4.42$3.62
2019Detailed filing. Detailed filing data is available for this year.$154$0.00$154$10.0$1.05$8.95
2018Detailed filing. Detailed filing data is available for this year.$140$0.03$140$13.2$1.78$11.4
2017Detailed filing. Detailed filing data is available for this year.$145$0.00$145$3.55$1.77$1.78
2016Detailed filing. Detailed filing data is available for this year.$132$0.01$132$3.24$3.68$0.44
2015Detailed filing. Detailed filing data is available for this year.$131$0.00$131$4.39$1.57$2.81
2014Detailed filing. Detailed filing data is available for this year.$133$0.01$133$4.50$2.76$7.26
2013Detailed filing. Detailed filing data is available for this year.$138$0.02$138$2.35$1.90$0.45
2012Detailed filing. Detailed filing data is available for this year.$128$0.01$128$1.52
2011Summary only. Only limited summary data is available for this year.$0.00$0.01$0.00$0.01$0.01