Civic Intelligence

P&B Family Charitable Foundation

990PF • Fiscal year 2015 • EIN 46-7176352

Jan 01, 2015 to Dec 31, 2015 • Filed on May 19, 2016

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

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$605,769

Up $139,408 (+30%) from 2014

Net Assets

Up

$605,769

Up $139,408 (+30%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin97th percentile

Revenue

Down

$242,945

Down $173,426 (-42%) from 2014

Expenses

Up

$37,936

Up $12,936 (+52%) from 2014

Net Income

Down

$205,009

Down $186,362 (-48%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2015

Assets$605,769
Liabilities$0
Net Assets$605,769
Open 2015 Filing

Operations Trend

Revenue Growth10th 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

2015

Revenue$242,945
Expenses$37,936
Net Income$205,009
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 19, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

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
2016-05-19
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 Appendix282 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/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0849
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02140
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT PAULA PAULSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084092
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200285
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0200285
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ARTISAN GLOBAL VALUE FD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT PAULA PAULSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SANDY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084092
TaxesSchedule/TaxesDetail/Amt0136
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0136
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT MCCLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P&B FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0P&BF
ReturnHeader/Filer/EIN0467176352
ReturnHeader/Filer/PhoneNum08017562915
ReturnHeader/Filer/USAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
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/ReturnTs02016-05-19T10:48:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,769
Liabilities
$0
Net assets
$605,769
Revenue
$242,945
Expenses
$37,936
Net income
$205,009
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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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