Civic Intelligence

Sorenson Legacy Foundation

990PF • Fiscal year 2018 • EIN 45-3240491

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

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

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.13x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

7th percentile

$74,000

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

6th percentile

-9.6%

Faster asset growth than 6% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

76%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$511,485,268

Down $54,157,806 (-9.6%) from 2017

Net Assets

Down

$506,264,453

Down $51,706,293 (-9.3%) from 2017

Liabilities

Down

$5,220,815

Down $2,451,513 (-32%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin77th percentile

Revenue

Up

$40,625,251

Up $17,495,923 (+76%) from 2017

Expenses

Up

$33,183,544

Up $2,703,846 (+8.9%) from 2017

Net Income

Up

$7,441,707

Up $14,792,077 (+201%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2018

Assets$511,485,268
Liabilities$5,220,815
Net Assets$506,264,453
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$40,625,251
Expenses$33,183,544
Net Income$7,441,707
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH JOHNSONDirectorPT$74,000-$74,000
JOSEPH SORENSONDirectorPT$63,500-$63,500
DALE HARRISDirectorPT$61,000-$61,000
SHAUNA JOHNSONDirectorPT$59,000-$59,000
CAROL SMITHDirectorPT$57,500-$57,500
GARY CROCKERDirector-$57,000-$57,000
KATHLEEN SORENSONDirector-$53,000-$53,000
ANN CROCKERDirector-$51,500-$51,500
THOM WILLIAMSENDirector-$48,500-$48,500
CHRISTINE HARRISDirector-$47,000-$47,000
GAIL WILLIAMSENDirector-$44,000-$44,000
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
2019-11-07
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
Raw XML AppendixShowing 400 of 3,486 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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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01743868
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt04716
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt04716
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt034194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031219678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02090815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033183544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039443237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040625251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0923309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02090815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02887175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0123892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1278478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029515528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-123892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-278478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt029515528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-123892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-278478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029515528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1KABOUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REIHDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LS REAL ESTATE IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029114810
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07441707
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt059148000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0565412453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0557970746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0506264453
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027197652
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027197652
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027197652
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027571176
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0373524
IRS990PF/DistributableAmountGrp/TotalTaxAmt0373524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0282531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0656055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0373524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0282531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0373524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0373524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0656055
IRS990PF/FMVAssetsEOYAmt0519671518
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0139844
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt088526
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0268194
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0268194
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0268194
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0583698151
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0524550151
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0148413
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0168363
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0168363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt028610184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt019329203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019329203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0369162007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0317783208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0317783208
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt07532484
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt05132289
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0131483850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0126233850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0134420100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt020024
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt019278
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt019278
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt07511116
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt05095683
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt05095683
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-25727405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-18285698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07743131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013132646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013132646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0565643074
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0511485268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0519671518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07672328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05220815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0565643074
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0511485268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0557970746
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0506264453
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020964349
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt029454843
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt029454843
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0559820835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08118123
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0410263132
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08397313
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0141439580
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027571176
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0551423522
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0559820835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SEPIO CAPITAL LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SORENSON DEVELOPMENT INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2EAGLE CAPITAL MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3HOLLAND & HART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4LOOMIS SAYLES & COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0779306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1385784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2325520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3126513
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt479897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt050 CALIFORNIA STREET SUITE 3525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt16900 S 900 E 230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2499 PARK AVENUE 17TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3555 17TH STREET SUITE 3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4ONE FINANCIAL CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1MIDVALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd184047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd210022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd380202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd402111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt051500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt157000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt247000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt361000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt459000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt574000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt657500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt763500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt853000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt944000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1048500
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$511,485,268
Liabilities
$5,220,815
Net assets
$506,264,453
Revenue
$40,625,251
Expenses
$33,183,544
Net income
$7,441,707
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
2018Detailed filing. Detailed filing data is available for this year.$511$5.22$506$40.6$33.2$7.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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