Civic Intelligence

Caldwell Family Foundation

990PF • Fiscal year 2014 • EIN 45-3724410

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 23, 2015

Organization Profile
PO Box 1577Draper, UT 84020

(801) 495-1995

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-115%

Higher net margin than 5% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$623,625

Down $100,681 (-14%) from 2013

Net Assets

Down

$623,625

Down $100,681 (-14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin5th percentile

Revenue

Up

$87,769

Up $38,218 (+77%) from 2013

Expenses

Up

$188,450

Up $139,298 (+283%) from 2013

Net Income

Down

-$100,681

Down $101,080 (-25333%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$800K$600K$400K$200K$0Assets 2013: $724,306Liabilities 2013: $0Net Assets 2013: $724,3062013Assets 2014: $623,625Liabilities 2014: $0Net Assets 2014: $623,6252014Assets 2015: $502,649Liabilities 2015: $0Net Assets 2015: $502,6492015Assets 2018: $402,225Liabilities 2018: $0Net Assets 2018: $402,2252018Assets 2019: $468,042Liabilities 2019: $0Net Assets 2019: $468,0422019Assets 2020: $338,454Liabilities 2020: $0Net Assets 2020: $338,4542020Assets 2021: $339,077Liabilities 2021: $0Net Assets 2021: $339,0772021Assets 2022: $306,418Liabilities 2022: $12022Assets 2023: $230,064Liabilities 2023: $12023Assets 2024: $213,473Liabilities 2024: $0Net Assets 2024: $213,4732024

Highlighted filing

2014

Assets$623,625
Liabilities$0
Net Assets$623,625
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $49,551Expenses 2013: $49,152Net Income 2013: $3992013Revenue 2014: $87,769Expenses 2014: $188,450Net Income 2014: -$100,6812014Revenue 2015: $240,564Expenses 2015: $361,540Net Income 2015: -$120,9762015Revenue 2018: $228,406Expenses 2018: $411,341Net Income 2018: -$182,9352018Revenue 2019: $322,857Expenses 2019: $257,040Net Income 2019: $65,8172019Revenue 2020: -$68,473Expenses 2020: $61,115Net Income 2020: -$129,5882020Revenue 2021: $51,158Expenses 2021: $50,535Net Income 2021: $6232021Revenue 2022: $62,512Expenses 2022: $95,171Net Income 2022: -$32,6592022Revenue 2023: -$31,940Expenses 2023: $44,414Net Income 2023: -$76,3542023Revenue 2024: $21,500Expenses 2024: $38,091Net Income 2024: -$16,5912024

Highlighted filing

2014

Revenue$87,769
Expenses$188,450
Net Income-$100,681
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CALDWELLPresident-$0--
LISA BOGGS CALDWELLTreasurer/Se-$0--
Filing and Contact Details

Filer

Filer Name
Caldwell Family Foundation
EIN
45-3724410
Phone
8014951995
Address
PO BOX 1577, DRAPER, UT 84020

Signing Officer

Name
Robert Caldwell
Title
President
Phone
8014951995
Signed
2015-09-23

Preparer

Firm
The CPA Group LLC
Address
5882 S 900 E 200, SALT LAKE CITY, UT 84121-1690
Preparer
Brent J Bell CPA
Phone
8017163020
Raw XML Appendix318 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SKAGGS CATHOLIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS AND GIRLS CLUB OF SOUTH VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE CHILDREN'S RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NATURAL HISTORY MUSEUM OF UTAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 E 11800 S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 E 11800 S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27631 S CHAPEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 WAKARA WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DRAPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DRAPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDVALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0178850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041299
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0145948
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0137551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08397
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0137551
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0145948
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08397
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0634649
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BROKERAGE ACCOUNTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0569984
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0756424
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07717
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07717
TaxesSchedule/TaxesDetail/Amt0465
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0465
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08014951995
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0453724410
ReturnHeader/Filer/PhoneNum08014951995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1577
ReturnHeader/Filer/USAddress/CityNm0DRAPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320444152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05882 S 900 E 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841211690
ReturnHeader/PreparerPersonGrp/PhoneNum08017163020
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT J BELL CPA
ReturnHeader/ReturnTs02015-10-12T18:31:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,625
Liabilities
$0
Net assets
$623,625
Revenue
$87,769
Expenses
$188,450
Net income
-$100,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.22$0.38$0.17
2023Summary only. Only limited summary data is available for this year.$2.30$0.00$0.32$0.44$0.76
2022Summary only. Only limited summary data is available for this year.$3.06$0.00$0.63$0.95$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.51$0.51$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.68$0.61$1.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$3.23$2.57$0.66
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.28$4.11$1.83
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$2.41$3.62$1.21
2014Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.88$1.88$1.01
2013Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.50$0.49$0.00