Civic Intelligence

P&B Family Charitable Foundation

990PF • Fiscal year 2014 • EIN 46-7176352

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
9433 Marksbury CircleSandy, UT 84092

(801) 756-2915

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$466,361

Up $72,361 (+18%) from 2013

Net Assets

$466,361

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$416,371

Up $22,371 (+5.7%) from 2013

Expenses

Up

$25,000

Up $25,000 from 2013

Net Income

Down

$391,371

Down $2,629 (-0.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $394,000Liabilities 2013: $02013Assets 2014: $466,361Liabilities 2014: $0Net Assets 2014: $466,3612014Assets 2015: $605,769Liabilities 2015: $0Net Assets 2015: $605,7692015Assets 2016: $676,360Liabilities 2016: $35,794Net Assets 2016: $640,5662016Assets 2017: $785,477Liabilities 2017: $0Net Assets 2017: $785,4772017Assets 2018: $836,033Liabilities 2018: $0Net Assets 2018: $836,0332018Assets 2019: $818,974Liabilities 2019: $0Net Assets 2019: $818,9742019Assets 2020: $804,192Liabilities 2020: $0Net Assets 2020: $804,1922020Assets 2021: $888,560Liabilities 2021: $0Net Assets 2021: $888,5602021Assets 2022: $1,113,522Liabilities 2022: $1,840Net Assets 2022: $1,111,6822022Assets 2023: $1,092,808Liabilities 2023: $0Net Assets 2023: $1,092,8082023Assets 2024: $1,164,679Liabilities 2024: $0Net Assets 2024: $1,164,6792024

Highlighted filing

2014

Assets$466,361
Liabilities$0
Net Assets$466,361
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $394,000Expenses 2013: $0Net Income 2013: $394,0002013Revenue 2014: $416,371Expenses 2014: $25,000Net Income 2014: $391,3712014Revenue 2015: $242,945Expenses 2015: $37,936Net Income 2015: $205,0092015Revenue 2016: $87,318Expenses 2016: $52,521Net Income 2016: $34,7972016Revenue 2017: $282,321Expenses 2017: $65,597Net Income 2017: $216,7242017Revenue 2018: $133,754Expenses 2018: $68,820Net Income 2018: $64,9342018Revenue 2019: $59,211Expenses 2019: $73,820Net Income 2019: -$14,6092019Revenue 2020: $12,592Expenses 2020: $69,648Net Income 2020: -$57,0562020Revenue 2021: $124,389Expenses 2021: $80,516Net Income 2021: $43,8732021Revenue 2022: $308,328Expenses 2022: $80,920Net Income 2022: $227,4082022Revenue 2023: $42,618Expenses 2023: $60,900Net Income 2023: -$18,2822023Revenue 2024: $169,610Expenses 2024: $96,592Net Income 2024: $73,0182024

Highlighted filing

2014

Revenue$416,371
Expenses$25,000
Net Income$391,371
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G PAULSONAdvisor-$0--
PAULA L PAULSONAdvisor-$0--
MATTHEW O MCCLEARYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
P&b Family Charitable Foundation
EIN
46-7176352
Phone
8017562915
Address
9433 MARKSBURY CIRCLE, SANDY, UT 84092

Signing Officer

Name
Matt Mccleary
Title
Trustee
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
King & McCleary LLC
Address
240 W Main Street, American Fork, UT 84003
Preparer
Matthew O Mccleary
Phone
8017562915
Raw XML Appendix251 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/Filer/USAddress/ZIPCd084092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0King & McCleary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 W Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0American Fork
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084003
ReturnHeader/PreparerPersonGrp/PhoneNum08017562915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCCLEARY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T12:24:57-08:00
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
$466,361
Liabilities
$0
Net assets
$466,361
Revenue
$416,371
Expenses
$25,000
Net income
$391,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.17$0.10$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.31$0.08$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.12$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.13$0.07$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.28$0.07$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.04$0.64$0.09$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.24$0.04$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.42$0.03$0.39
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.00$0.39