Civic Intelligence

The David J Nelson Family Foundation Inc.

990PF • Fiscal year 2019 • EIN 46-3510689

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 28, 2020

Organization Profile
815 Northpointe DriveSalt Lake City, UT 84103

(801) 243-1511

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$138,142

Up $29,301 (+27%) from 2018

Net Assets

Up

$138,142

Up $29,301 (+27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Down

$30,501

Down $18,833 (-38%) from 2018

Expenses

Up

$1,200

Up $1,200 from 2018

Net Income

Down

$29,301

Down $20,033 (-41%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2013: $46,281Liabilities 2013: $0Net Assets 2013: $46,2812013Assets 2014: $36,629Liabilities 2014: $0Net Assets 2014: $36,6292014Assets 2015: $8,507Liabilities 2015: $0Net Assets 2015: $8,5072015Assets 2017: $59,507Liabilities 2017: $0Net Assets 2017: $59,5072017Assets 2018: $108,841Liabilities 2018: $0Net Assets 2018: $108,8412018Assets 2019: $138,142Liabilities 2019: $0Net Assets 2019: $138,1422019Assets 2020: $229,891Liabilities 2020: $0Net Assets 2020: $229,8912020Assets 2021: $280,446Liabilities 2021: $0Net Assets 2021: $280,4462021Assets 2022: $455,296Liabilities 2022: $0Net Assets 2022: $455,2962022Assets 2023: $554,957Liabilities 2023: $0Net Assets 2023: $554,9572023Assets 2024: $562,390Liabilities 2024: $0Net Assets 2024: $562,3902024

Highlighted filing

2019

Assets$138,142
Liabilities$0
Net Assets$138,142
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $51,305Expenses 2013: $5,024Net Income 2013: $46,2812013Revenue 2014: $0Expenses 2014: $9,652Net Income 2014: -$9,6522014Revenue 2015: $20,000Expenses 2015: $48,122Net Income 2015: -$28,1222015Revenue 2017: $25,000Expenses 2017: $0Net Income 2017: $25,0002017Revenue 2018: $49,334Expenses 2018: $0Net Income 2018: $49,3342018Revenue 2019: $30,501Expenses 2019: $1,200Net Income 2019: $29,3012019Revenue 2020: $67,875Expenses 2020: $6,100Net Income 2020: $61,7752020Revenue 2021: $132,001Expenses 2021: $2,450Net Income 2021: $129,5512021Revenue 2022: $104,912Expenses 2022: $6,400Net Income 2022: $98,5122022Revenue 2023: $113,519Expenses 2023: $17,959Net Income 2023: $95,5602023Revenue 2024: $109,122Expenses 2024: $23,542Net Income 2024: $85,5802024

Highlighted filing

2019

Revenue$30,501
Expenses$1,200
Net Income$29,301
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J NELSONPresident-$0--
MOLLY NELSONVice-President-$0--
CRAIG MCQUARRIESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
David J Nelson Family Foundation
EIN
46-3510689
Phone
8012431511
Address
815 NORTHPOINTE DRIVE, SALT LAKE CITY, UT 84103

Signing Officer

Name
David Nelson
Title
President
Phone
8012431511
Signed
2020-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
19 EAST 200 SOUTH STE 1000, SALT LAKE CITY, UT 84111
Preparer
Craig Mcquarrie
Phone
8013649300
Raw XML Appendix308 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05477
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043106
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051257
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID J NELSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0815 NORTHPOINTE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08012431511
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J NELSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0463510689
ReturnHeader/Filer/PhoneNum08012431511
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 NORTHPOINTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE27FE9A4ABF9F8214E20F2BACD41882BCB0EDF6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.73.8.178
ReturnHeader/FilingSecurityInformation/IPDt02020-07-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:29:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341878512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 EAST 200 SOUTH STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08013649300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG MCQUARRIE
ReturnHeader/ReturnTs02020-07-30T16:50:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,142
Liabilities
$0
Net assets
$138,142
Revenue
$30,501
Expenses
$1,200
Net income
$29,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$1.09$0.24$0.86
2023Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.14$0.18$0.96
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$1.05$0.06$0.99
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.32$0.02$1.30
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.68$0.06$0.62
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.31$0.01$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.49$0.00$0.49
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.25$0.00$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.20$0.48$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.51$0.05$0.46