Civic Intelligence

Sorenson Legacy Foundation

990PF • Fiscal year 2017 • EIN 45-3240491

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profile
6900 South 900 East No 230Midvale, UT 84047

(801) 461-9700

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.33x

Higher debt load relative to revenue than 33% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

4th percentile

-32%

Higher net margin than 4% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

6th percentile

$71,000

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

8th percentile

-4.1%

Faster asset growth than 8% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2015 to 2017

Revenue Growth

13th percentile

-5.2%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$565,643,074

Down $49,519,151 (-8.0%) from 2015

Net Assets

$557,970,746

No earlier filing loaded for comparison.

Liabilities

Up

$7,672,328

Up $5,814,101 (+313%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$23,129,328

Down $2,593,654 (-10%) from 2015

Expenses

Down

$30,479,698

Down $5,116,564 (-14%) from 2015

Net Income

Up

-$7,350,370

Up $2,522,910 (+26%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$800M$600M$400M$200M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $792,819,311Liabilities 2012: $140,6522012Assets 2013: $661,392,371Liabilities 2013: $7,886,4952013Assets 2014: $654,587,806Liabilities 2014: $4,371,6542014Assets 2015: $615,162,225Liabilities 2015: $1,858,2272015Assets 2017: $565,643,074Liabilities 2017: $7,672,328Net Assets 2017: $557,970,7462017Assets 2018: $511,485,268Liabilities 2018: $5,220,815Net Assets 2018: $506,264,4532018Assets 2019: $471,550,509Liabilities 2019: $1,752,502Net Assets 2019: $469,798,0072019Assets 2020: $495,708,411Liabilities 2020: $731,589Net Assets 2020: $494,976,8222020Assets 2021: $526,898,066Liabilities 2021: $709,575Net Assets 2021: $526,188,4912021Assets 2022: $441,627,342Liabilities 2022: $349,071Net Assets 2022: $441,278,2712022Assets 2023: $457,366,003Liabilities 2023: $312,132Net Assets 2023: $457,053,8712023Assets 2024: $465,505,478Liabilities 2024: $263,490Net Assets 2024: $465,241,9882024

Highlighted filing

2017

Assets$565,643,074
Liabilities$7,672,328
Net Assets$557,970,746
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $52,322,592Expenses 2012: $26,485,256Net Income 2012: $25,837,3362012Revenue 2013: $19,191,784Expenses 2013: $33,070,227Net Income 2013: -$13,878,4432013Revenue 2014: $21,031,523Expenses 2014: $35,261,610Net Income 2014: -$14,230,0872014Revenue 2015: $25,722,982Expenses 2015: $35,596,262Net Income 2015: -$9,873,2802015Revenue 2017: $23,129,328Expenses 2017: $30,479,698Net Income 2017: -$7,350,3702017Revenue 2018: $40,625,251Expenses 2018: $33,183,544Net Income 2018: $7,441,7072018Revenue 2019: $26,249,297Expenses 2019: $31,827,338Net Income 2019: -$5,578,0412019Revenue 2020: $38,649,828Expenses 2020: $37,017,019Net Income 2020: $1,632,8092020Revenue 2021: $55,397,576Expenses 2021: $28,051,359Net Income 2021: $27,346,2172021Revenue 2022: $16,004,905Expenses 2022: $28,803,169Net Income 2022: -$12,798,2642022Revenue 2023: $12,184,915Expenses 2023: $32,138,762Net Income 2023: -$19,953,8472023Revenue 2024: $23,522,958Expenses 2024: $36,014,125Net Income 2024: -$12,491,1672024

Highlighted filing

2017

Revenue$23,129,328
Expenses$30,479,698
Net Income-$7,350,370
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH JOHNSONDirectorPT$71,000-$71,000
JOSEPH SORENSONDirector/PresidentPT$59,000-$59,000
DALE HARRISDirectorPT$54,500-$54,500
SHAUNA JOHNSONDirectorPT$54,500-$54,500
CAROL SMITHDirector-$48,500-$48,500
GAIL WILLIAMSENDirector-$45,500-$45,500
CHRISTINE HARRISDirector-$42,500-$42,500
ANN CROCKERDirector-$41,000-$41,000
KATHLEEN SORENSONDirector-$39,500-$39,500
THOM WILLIAMSENDirector-$39,500-$39,500
GARY CROCKERDirector-$38,000-$38,000
Filing and Contact Details

Filer

Filer Name
Sorenson Legacy Foundation
EIN
45-3240491
Phone
8014619700
Address
6900 SOUTH 900 EAST NO 230, MIDVALE, UT 84047

Signing Officer

Name
Charles Anderson
Title
Treasurer
Phone
8014619700
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Michael R Criddle CPA
Phone
8015322200
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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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1THE FOUNDATION INDIRECTLY OWNS 12.245% (VIA RE INVESTMENT HOLDINGS DELAWARE, LLC) OF SRP HOLDINGS, LLC. RALPH JOHNSON (A DIRECTOR) OWNS 11.334%, JOE SORENSON (A DIRECTOR) OWNS 3.549% AND MSICO, LLC (MAJORITY OWNED BY DIRECTORS) OWNS 71.122%. THE COMPANY OWNS A PARCEL OF LAND FOR INVESTMENT.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010868400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2339753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt320930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-483199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010868400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2339753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt320930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-483199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010868400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2339753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ROSECREST K-1 ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LS REAL ESTATE IV ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML WINTON FUTURE ACCESS ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JLS REVOCABLE TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010745884
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7350370
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt038351381
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0557970746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0526969735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0557970746
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026723324
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026723324
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026723324
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026938296
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0214972
IRS990PF/DistributableAmountGrp/TotalTaxAmt0214972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0216055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0431027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0214972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0216055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0214972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0214972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0431027
IRS990PF/FMVAssetsEOYAmt0573146742
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt034625
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0139844
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0169946
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0545346770
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0583698151
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0336940
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0148413
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0148413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt039523533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt028610184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt028610184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0290607705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0369162007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0369162007
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt01802179
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt07532484
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0146883850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0131483850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0138987518
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt022329
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt020024
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt020024
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt013440518
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt07511116
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt07511116
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-18377035
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-25727405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030607800
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07743131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07743131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0528806539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0565643074
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0573146742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01836804
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07672328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0528806539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0565643074
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0526969735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0557970746
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07213918
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020964349
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020964349
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0546970473
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021707820
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0525262653
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08204557
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026938296
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0538765916
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0546970473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1FIDELITY INVESTMENTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2SORENSON DEVELOPMENT INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3HOLLAND & HART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0837299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1554364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2392708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt355874
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0101 CALIFORNIA STREET SUITE 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 SEAPORT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22511 SOUTH WEST TEMPLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3555 17TH STREET SUITE 3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd284115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd380202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt94.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt041000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt138000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt242500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt354500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt454500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt571000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt648500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt759000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt839500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt945500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1039500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN CROCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY CROCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTINE HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DALE HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SHAUNA JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RALPH JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CAROL SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOSEPH SORENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KATHLEEN SORENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9GAIL WILLIAMSEN

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$565,643,074
Liabilities
$7,672,328
Net assets
$557,970,746
Revenue
$23,129,328
Expenses
$30,479,698
Net income
-$7,350,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$466$0.26$465$23.5$36.0$12.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$457$0.31$457$12.2$32.1$20.0
2022Detailed filing. Detailed filing data is available for this year.$442$0.35$441$16.0$28.8$12.8
2021Detailed filing. Detailed filing data is available for this year.$527$0.71$526$55.4$28.1$27.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$496$0.73$495$38.6$37.0$1.63
2019Detailed filing. Detailed filing data is available for this year.$472$1.75$470$26.2$31.8$5.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$511$5.22$506$40.6$33.2$7.44
2017Detailed filing. Detailed filing data is available for this year.$566$7.67$558$23.1$30.5$7.35
2015Summary only. Only limited summary data is available for this year.$615$1.86$25.7$35.6$9.87
2014Summary only. Only limited summary data is available for this year.$655$4.37$21.0$35.3$14.2
2013Summary only. Only limited summary data is available for this year.$661$7.89$19.2$33.1$13.9
2012Summary only. Only limited summary data is available for this year.$793$0.14$52.3$26.5$25.8
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00