Civic Intelligence

Smc Charitable Foundation

990PF • Fiscal year 2015 • EIN 46-2603146

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 08, 2016

3521 N University Ave Rm/Ste 200Provo, UT 84604

(801) 374-8925

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-672400%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$390,183

Down $6,725 (-1.7%) from 2014

Net Assets

Down

$390,183

Down $6,725 (-1.7%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Flat

$1

Flat from 2014

Expenses

Down

$6,725

Down $103,375 (-94%) from 2014

Net Income

Up

-$6,724

Up $103,375 (+94%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $507,008Liabilities 2013: $1Net Assets 2013: $507,0082013Assets 2014: $396,908Liabilities 2014: $1Net Assets 2014: $396,9082014Assets 2015: $390,183Liabilities 2015: $1Net Assets 2015: $390,1832015Assets 2016: $154,695Liabilities 2016: $0Net Assets 2016: $154,6952016Assets 2017: $61,050Liabilities 2017: $0Net Assets 2017: $61,0502017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2015

Assets$390,183
Liabilities$1
Net Assets$390,183

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,513,146Expenses 2013: $1,006,138Net Income 2013: $507,0082013Revenue 2014: $1Expenses 2014: $110,100Net Income 2014: -$110,0992014Revenue 2015: $1Expenses 2015: $6,725Net Income 2015: -$6,7242015Revenue 2016: $0Expenses 2016: $235,488Net Income 2016: -$235,4882016Revenue 2017: $0Expenses 2017: $93,645Net Income 2017: -$93,6452017Revenue 2018: $0Expenses 2018: $61,050Net Income 2018: -$61,0502018

Highlighted filing

2015

Revenue$1
Expenses$6,725
Net Income-$6,724
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA M COVEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Smc Charitable Foundation
EIN
46-2603146
Phone
8013748925
Address
3521 N UNIVERSITY AVE RM/STE 200, PROVO, UT 84604

Signing Officer

Name
Sandra M Covey
Title
Trustee
Phone
8013748925
Signed
2016-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Dodge Evans & Co Cpas Lc
Address
3507 N UNIVERSITY AVE STE 100, PROVO, UT 84604
Preparer
Kenneth D Evans
Phone
8013566700
Raw XML Appendix186 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt010000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0ORGANIZATIONAL EXPENSE
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6725
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06725
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6725
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0390183
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0396908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0390183
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019224
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019224
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019224
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0396908
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0396908
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0396908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0396908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0390183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0396908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0390183
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0390344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0390344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05855
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0384489
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0390344
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA M COVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 970789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OREM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084097
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0211733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0211733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0110100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01006138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.550686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.226505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.874867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0384489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0486082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01150047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.101372
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06725
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06725
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06725
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARC AUSTIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03521 N UNIVERSITY AVE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08013748925
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt06725
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0948636
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01021933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0936137
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06725
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01021933
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01034432
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05125
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA M COVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08013748925
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMC CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0990
ReturnHeader/Filer/BusinessNameControlTxt0SMCC
ReturnHeader/Filer/EIN0462603146
ReturnHeader/Filer/PhoneNum08013748925
ReturnHeader/Filer/USAddress/AddressLine1Txt03521 N UNIVERSITY AVE RM/STE 200
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870576604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DODGE EVANS & CO CPAS LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03507 N UNIVERSITY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084604
ReturnHeader/PreparerPersonGrp/PhoneNum08013566700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH D EVANS
ReturnHeader/ReturnTs02016-03-15T13:33:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits