Civic Intelligence

Sorenson Impact Foundation

990PF • Fiscal year 2018 • EIN 45-3203840

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
2755 E Cottonwood Pkwy 500Salt Lake City, UT 84121

(801) 490-1013

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

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.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

19th percentile

-3.4%

Faster asset growth than 19% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

272%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$139,731,704

Down $4,963,388 (-3.4%) from 2017

Net Assets

Down

$139,702,135

Down $4,989,857 (-3.4%) from 2017

Liabilities

Up

$29,569

Up $26,469 (+854%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$13,209,959

Up $9,661,876 (+272%) from 2017

Expenses

Up

$1,780,528

Up $12,010 (+0.7%) from 2017

Net Income

Up

$11,429,431

Up $9,649,866 (+542%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$139,731,704
Liabilities$29,569
Net Assets$139,702,135
Open 2018 Filing

Operations Trend

Revenue Growth98th 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

2018

Revenue$13,209,959
Expenses$1,780,528
Net Income$11,429,431
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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
2755 E Cottonwood Pkwy 500, Salt Lake City, UT 84121

Signing Officer

Name
Paul Ludlow
Title
Secretary
Signed
2019-11-15
Raw XML AppendixShowing 400 of 563 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
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4Rimidi Diabetes: Improving health outcomes of at-risk populations which are overrepresented in chronic diseases, including diabetes.
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc14TEAMFund: Funding for med-tech companies that improve diagnosis and treatment of non-communicable diseases
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ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0Sepio Capital provides investment management services and advice. Compensation is determined at arms length and is reasonable based on fair value of the services received.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01140528
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt077966
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt077966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048171959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11376282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4237565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010197561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1350398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3670829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4148486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-237565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010197561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1350398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3670829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4148486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-237565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt058369520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32195829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41498486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LLC member interest
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UIP Ruma LLC interest
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OZFII LTD interest
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Carlson LTD interest
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Note receivable
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09433286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011429431
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016419288
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0156121423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0144691992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0139702135
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05627194
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05357262
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05627194
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05591308
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0269932
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0234046
IRS990PF/DistributableAmountGrp/TotalTaxAmt0234046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt036631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0270677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0234046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt036631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0234046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0234046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0270677
IRS990PF/FMVAssetsEOYAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03100
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt029569
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010149
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013905
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05924008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04156520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04156520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt073233482
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048766783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048766783
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012074
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt059059426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt072497780
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt072497780
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0144691992
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0139702135
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05505914
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08386501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08386501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt029569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0144695092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0144691992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0139702135
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0950039
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05910215
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt05910215
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0113529092
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06427703
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt079864514
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01702936
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027236875
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05591308
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0111826156
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0113529092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Sorenson Associates The Pointe LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Sepio Capital
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt089321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1407180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Accounting & tax
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02755 E Cottonwood Pkwy 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt150 California Street Suite 3525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd084121
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194111
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/AddressLine1Txt02755 E Cottonwood Pkwy 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12755 E Cottonwood Pkwy 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23400 N Ashton Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lehi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084121
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184121
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284043
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04099771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04216794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05053778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05363861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03130213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03231387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02308372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.036662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0117023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0111826156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0110818199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0103697123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0101339091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0100954740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt099995788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03877431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.183312
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03877431
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01035275
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt02842156
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03877431
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,731,704
Liabilities
$29,569
Net assets
$139,702,135
Revenue
$13,209,959
Expenses
$1,780,528
Net income
$11,429,431
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