Civic Intelligence

Sorenson Legacy Foundation

990T • Fiscal year 2020 • EIN 45-3240491

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

(801) 461-9700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$465,505,478
Liabilities$263,490
Net Assets$465,241,988
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$23,522,958
Expenses$36,014,125
Net Income-$12,491,167
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

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

Signing Officer

Name
Charles Anderson
Title
Treasurer
Phone
8014619700
Signed
2021-11-15
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 Appendix126 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0TREASURER
IRS990T/BooksInCareOfDetail/PhoneNum08014619700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06900 S 900 E 230
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIDVALE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd084047
IRS990T/BookValueAssetsEOYAmt0495708411
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE ORGANIZATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990T/ItmzdSupplementalInfoGrp/LineNum01
IRS990T/ItmzdSupplementalInfoGrp/PartNum01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
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IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm2CHRISTINE HARRIS
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm3DALE HARRIS
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm4RALPH JOHNSON
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm5SHAUNA JOHNSON
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm6CAROL SMITH
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm7GAIL WILLIAMSEN
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm8THOM WILLIAMSEN
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct20.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct30.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct40.03000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct50.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct60.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct70.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct80.02000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt2DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt3DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt4DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt5DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt6DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt7DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt8DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt09000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt19000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt28250
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt39000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt415000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt59000
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt68250
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt78250
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt88250
IRS990TScheduleA/OtherDeductionsAmt053
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt084053
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-9215990
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt084000
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-9215990
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-9215990
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REAL ESTATE DEVELOPMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt0-9300043
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-9300043
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-9300043
IRS990T/TotalUBTIBeforeSection199AAmt0-9300043
IRS990T/TotalUBTIComputedAmt0-9300043
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08014619700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SORENSON LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SORE
ReturnHeader/Filer/EIN0453240491
ReturnHeader/Filer/PhoneNum08014619700
ReturnHeader/Filer/USAddress/AddressLine1Txt06900 SOUTH 900 EAST 230 NO 230
ReturnHeader/Filer/USAddress/CityNm0MIDVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 TRIAD CENTER STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841801106
ReturnHeader/PreparerPersonGrp/PhoneNum08015322200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R CRIDDLE CPA
ReturnHeader/ReturnTs02021-11-15T16:50:04-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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