Civic Intelligence

W Mack and Julia S Watkins Foundation

990PF • Fiscal year 2015 • EIN 45-6144344

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

722 West Shepard LaneFarmington, UT 84025

(801) 451-9500

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-924%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

95th percentile

80%

Faster asset growth than 95% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Up

$3,902,414

Up $1,731,434 (+80%) from 2014

Net Assets

Up

$3,902,414

Up $1,731,434 (+80%) from 2014

Liabilities

Up

$1

Up $1 from 2014

Revenue

Up

$5,154

Up $10,470 (+197%) from 2014

Expenses

Down

$52,800

Down $29,933 (-36%) from 2014

Net Income

Up

-$47,646

Up $40,403 (+46%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,367,759Liabilities 2010: $0Net Assets 2010: $1,367,7592010Assets 2011: $2,723,210Liabilities 2011: $0Net Assets 2011: $2,723,2102011Assets 2012: $2,476,366Liabilities 2012: $0Net Assets 2012: $2,476,3662012Assets 2013: $2,259,029Liabilities 2013: $0Net Assets 2013: $2,259,0292013Assets 2014: $2,170,980Liabilities 2014: $0Net Assets 2014: $2,170,9802014Assets 2015: $3,902,414Liabilities 2015: $1Net Assets 2015: $3,902,4142015Assets 2016: $3,832,364Liabilities 2016: $0Net Assets 2016: $3,832,3642016Assets 2018: $3,604,587Liabilities 2018: $0Net Assets 2018: $3,604,5872018Assets 2019: $3,551,561Liabilities 2019: $0Net Assets 2019: $3,551,5612019Assets 2020: $2,696,725Liabilities 2020: $0Net Assets 2020: $2,696,7252020Assets 2022: $2,262,267Liabilities 2022: $0Net Assets 2022: $2,262,2672022Assets 2023: $2,408,005Liabilities 2023: $0Net Assets 2023: $2,408,0052023Assets 2024: $3,242,296Liabilities 2024: $0Net Assets 2024: $3,242,2962024

Highlighted filing

2015

Assets$3,902,414
Liabilities$1
Net Assets$3,902,414

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $86,3672010Expenses 2011: $104,7322011Expenses 2012: $32,0002012Revenue 2013: -$145,577Expenses 2013: $71,760Net Income 2013: -$217,3372013Revenue 2014: -$5,316Expenses 2014: $82,733Net Income 2014: -$88,0492014Revenue 2015: $5,154Expenses 2015: $52,800Net Income 2015: -$47,6462015Revenue 2016: $44,102Expenses 2016: $114,152Net Income 2016: -$70,0502016Revenue 2018: -$15,711Expenses 2018: $244,984Net Income 2018: -$260,6952018Revenue 2019: $126,755Expenses 2019: $229,718Net Income 2019: -$102,9632019Revenue 2020: $409,677Expenses 2020: $244,894Net Income 2020: $164,7832020Revenue 2022: $74,849Expenses 2022: $263,826Net Income 2022: -$188,9772022Revenue 2023: $568,339Expenses 2023: $161,050Net Income 2023: $407,2892023Revenue 2024: $27,038Expenses 2024: $194,670Net Income 2024: -$167,6322024

Highlighted filing

2015

Revenue$5,154
Expenses$52,800
Net Income-$47,646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia S WatkinsTrustee-$0--
Elizabeth GernerExecutive Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Church of Jesus Christ of Ladder DaySupport humanitarian efforts of organizationPCSalt Lake City, UT, US$10,000
Paid GrantAmerican Indian ServicesAmerican Indian scholarship fundPCProvo, UT, US$10,000
Paid GrantBallet West of Utaheducation and supportPCSalt Lake City, UT, US$10,000
Paid GrantPioneer Theatre CompanyGeneral support and education for the theatre artsPCSalt Lake City, UT, US$10,000
Paid GrantUniversity of UtahGeneral scholarship fundGOVSalt lake City, UT, US$10,000
Paid Grant100 HumanitariansGeneral supportPOFSalt Lake City, UT, US$1,200
Paid GrantUniversity of UtahGeneral Scholarship FundGOVSalt Lake City, UT, US$1,000
Paid GrantBoy Scouts of AmericaTraining and youth leadership programPCSalt Lake City, UT, US$500
Paid GrantSADS FoundationProvide education to promote early diagnosis and treatmentPCSalt Lake City, UT, US$100
Filing and Contact Details

Filer

Filer Name
W Mack & Julia S Watkins
EIN
45-6144344
Phone
8014519500
Address
722 West Shepard Lane, Farmington, UT 84025

Signing Officer

Name
Elizabeth Gerner
Title
Director
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The Mumford Group
Address
80 N Main St, Bountiful, UT 84010-6132
Preparer
Daniel J Mumford
Phone
8019282530
Raw XML Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Julia S Watkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth Gerner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Training and youth leadership program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Provide education to promote early diagnosis and treatment
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt060 E South Temple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11902 North Canyon Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 W 200 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 South 1400 East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 Presidents Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5525 Foothill Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6508 E South Temple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7201 Presidents Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8100 Humanitarian Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Provo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Salt lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd584113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd684102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd784112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd884113
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052800
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/AppliedToCurrentYearAmt052800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052800
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0140574
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Corporation of the President
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1American Indian Services
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Ballet West
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Pioneer Theatre Company
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4University of Utah
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt060 E S Temple
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11902 North Canyon Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt252 S 200 S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3300 1400 E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4201 Presidents Circle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Provo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084111
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd284101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd384112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd484112
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt310000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt410000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Gerner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W Mack & Julia S Watkins
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WMAC
ReturnHeader/Filer/EIN0456144344
ReturnHeader/Filer/PhoneNum08014519500
ReturnHeader/Filer/USAddress/AddressLine1Txt0722 West Shepard Lane
ReturnHeader/Filer/USAddress/CityNm0Farmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Mumford Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 N Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bountiful
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840106132
ReturnHeader/PreparerPersonGrp/PhoneNum08019282530
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Mumford
ReturnHeader/ReturnTs02016-11-15T16:07:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.03$0.19$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.57$0.16$0.41
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.41$0.24$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.13$0.23$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.02$0.24$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.01$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.01$0.08$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.07$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.03
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09