Civic Intelligence

P&B Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 46-7176352

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 28, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

223%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$785,477

Up $109,117 (+16%) from 2016

Net Assets

Up

$785,477

Up $144,911 (+23%) from 2016

Liabilities

Down

$0

Down $35,794 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Up

$282,321

Up $195,003 (+223%) from 2016

Expenses

Up

$65,597

Up $13,076 (+25%) from 2016

Net Income

Up

$216,724

Up $181,927 (+523%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$785,477
Liabilities$0
Net Assets$785,477
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$282,321
Expenses$65,597
Net Income$216,724
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th 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
2018-03-28
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 Appendix280 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060135
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04026
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02865
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04026
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01161
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/TotalContributionsAmt0144640
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0144640
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc08000 SHARES ARTISAN GLOBAL VALUE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt0958
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMENT INCOME TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT MCCLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-28
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/PreparerFirmEIN0481281719
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/ReturnTs02018-03-28T08:53:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$785,477
Liabilities
$0
Net assets
$785,477
Revenue
$282,321
Expenses
$65,597
Net income
$216,724
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
2017Detailed filing. Detailed filing data is available for this year.$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