Civic Intelligence

Sorenson Impact Foundation

990PF • Fiscal year 2019 • EIN 45-3203840

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
2755 E Cottonwood PkwySalt 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

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

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.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$154,357,754

Up $14,626,050 (+10%) from 2018

Net Assets

Up

$154,354,850

Up $14,652,715 (+10%) from 2018

Liabilities

Down

$2,904

Down $26,665 (-90%) from 2018

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin97th percentile

Revenue

Down

$10,002,249

Down $3,207,710 (-24%) from 2018

Expenses

Down

$1,047,743

Down $732,785 (-41%) from 2018

Net Income

Down

$8,954,506

Down $2,474,925 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$154,357,754
Liabilities$2,904
Net Assets$154,354,850
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$10,002,249
Expenses$1,047,743
Net Income$8,954,506
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay9th 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, Salt Lake City, UT 84121

Signing Officer

Name
Paul Ludlow
Title
Secretary
Signed
2020-11-16
Raw XML AppendixShowing 400 of 560 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/Desc2VilCap 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/Desc3Massachusetts Pathways: Increasing access to vocational english classes and skills training to uderprivileged populations
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4Eleos Social Venture Fund: Improving sanitation, healthcare, education, energy, water and rural livlihoods in east Africa
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc5Capria: Creation of early-stage impact investment funds in emerging markets with the ability to improve the lives of low-income individuals
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7Omnivore Partners: Alleviating poverty, supporting higher wages, and improving livelihoods in developing economies
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc8Salt Lake County Pay for Success: Low interest loan to Salt Lake County for projects attempting to resolve homelessness and recitivism.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc9Sevamob: Delivering healthcare services and related technology to underserved populations for improving access to safe and high quality healthcare
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc10ThinkMD: Developing technology to improve the health of poor and underpriviliged communities by empowering local healthcare providers to make more accurate diagnoses.
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ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt1Sorenson Associates The Pointe LLC
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.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1Sorenson 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/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0390905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0397923
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt014762
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt014762
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03998
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0128839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0344762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0394903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01047743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09187415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010002249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0343907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0394903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01046888
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt075701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025702814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2165855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06559660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-163297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06559660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-163297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032262474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1468 IAA Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Unitus Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06396363
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154354850
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06053912
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0269468
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0203981
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0175850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0203981
IRS990PF/FMVAssetsEOYAmt0154355196
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt029569
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02904
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013905
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0318312
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0318312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04156520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05853843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05853843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048766783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048177457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048177457
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02558
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt072497780
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt087407486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt087407486
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0139702135
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0154354850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08386501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04748870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04748870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154357754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0154355196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt029569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0139731704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154357754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0139702135
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0154354850
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05910215
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07849228
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07849228
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0121021202
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05328668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067927573
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01815318
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt047764961
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05960294
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0119205884
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0121021202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0105787
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1132244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt06512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt18250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Lindsay Zizumbo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Meredith Shields
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Chief of Staff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Program Manager
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0840 E 17th Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt13816 Windom Place NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd084103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd120016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Sorenson Associates The Pointe LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Sepio Capital
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt067278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1390905
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/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/AdjNetVlNoncharitableAssetsAmt04646645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04734570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03877431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05053778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05363861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03130213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03231387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt087925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0119205884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0111826156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0110818199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0103697123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0101339091

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,357,754
Liabilities
$2,904
Net assets
$154,354,850
Revenue
$10,002,249
Expenses
$1,047,743
Net income
$8,954,506
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