Civic Intelligence

Trust II

EIN 74-2512600 • 501(c)3 • Salt Lake City, UT

Profile

Payment of medical expenses and care for indigent persons

75 South 200 EastSalt Lake City, UT 84111-2147

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

172%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,707,626

Up $232,062 (+9.4%) from 2023

Liabilities

Down

$0

Down $60,584 (-100%) from 2023

Net Assets

Up

$2,707,626

Up $292,646 (+12%) from 2023

Revenue

Up

$151,216

Up $95,612 (+172%) from 2023

Expenses

Down

$102,310

Down $22,250 (-18%) from 2023

Net Income

Up

$48,906

Up $117,862 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,331,807Liabilities 2011: $1,370Net Assets 2011: $2,330,4372011Assets 2012: $2,637,308Liabilities 2012: $141Net Assets 2012: $2,637,1682012Assets 2013: $2,632,033Liabilities 2013: $1,398Net Assets 2013: $2,630,6352013Assets 2014: $2,708,997Liabilities 2014: $14,793Net Assets 2014: $2,694,2042014Assets 2015: $2,267,473Liabilities 2015: $1,636Net Assets 2015: $2,265,8372015Assets 2016: $2,484,146Liabilities 2016: $19,568Net Assets 2016: $2,464,5782016Assets 2017: $2,524,720Liabilities 2017: $19,637Net Assets 2017: $2,505,0832017Assets 2018: $2,300,526Liabilities 2018: $1,006Net Assets 2018: $2,299,5202018Assets 2019: $2,592,106Liabilities 2019: $11,634Net Assets 2019: $2,580,4722019Assets 2020: $2,627,446Liabilities 2020: $14,423Net Assets 2020: $2,613,0232020Assets 2021: $2,664,856Liabilities 2021: $15,978Net Assets 2021: $2,648,8782021Assets 2022: $2,349,306Liabilities 2022: $108,886Net Assets 2022: $2,240,4202022Assets 2023: $2,475,564Liabilities 2023: $60,584Net Assets 2023: $2,414,9802023Assets 2024: $2,707,626Liabilities 2024: $0Net Assets 2024: $2,707,6262024

Highlighted filing

2024

Assets$2,707,626
Liabilities$0
Net Assets$2,707,626

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $283,215Expenses 2011: $132,089Net Income 2011: $151,1262011Revenue 2012: $191,993Expenses 2012: $108,805Net Income 2012: $83,1882012Revenue 2013: $148,749Expenses 2013: $154,575Net Income 2013: -$5,8262013Revenue 2014: $175,922Expenses 2014: $225,795Net Income 2014: -$49,8732014Revenue 2015: $265,646Expenses 2015: $216,827Net Income 2015: $48,8192015Revenue 2016: $113,013Expenses 2016: $184,446Net Income 2016: -$71,4332016Revenue 2017: $110,068Expenses 2017: $129,157Net Income 2017: -$19,0892017Revenue 2018: $85,278Expenses 2018: $68,218Net Income 2018: $17,0602018Revenue 2019: $106,821Expenses 2019: $24,395Net Income 2019: $82,4262019Revenue 2020: $95,278Expenses 2020: $177,631Net Income 2020: -$82,3532020Revenue 2021: $85,857Expenses 2021: $117,950Net Income 2021: -$32,0932021Revenue 2022: $78,877Expenses 2022: $107,396Net Income 2022: -$28,5192022Revenue 2023: $55,604Expenses 2023: $124,560Net Income 2023: -$68,9562023Revenue 2024: $151,216Expenses 2024: $102,310Net Income 2024: $48,9062024

Highlighted filing

2024

Revenue$151,216
Expenses$102,310
Net Income$48,906

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.06$2.41$0.06$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.11$2.24$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.02$2.65$0.09$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.61$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.59$0.01$2.58$0.11$0.02$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.02$2.51$0.11$0.13$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.02$2.46$0.11$0.18$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.27$0.22$0.05
2014Summary only. Only limited summary data is available for this year.$2.71$0.01$2.69$0.18$0.23$0.05
2013Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.15$0.15$0.01
2012Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$0.19$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$0.28$0.13$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$151,216
Mission and Program Overview

Mission

Payment of medical expenses and care for indigent persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,475,564$2,707,626▲ $232,062
Total Assets$2,475,564$2,707,626▲ $232,062
Liabilities
Other Liabilities$60,584$0▼ $60,584
Total Liabilities$60,584$0▼ $60,584
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,414,980$2,707,626▲ $292,646
Total Net Assets Fund Balance$2,414,980$2,707,626▲ $292,646
Total Liabilities and Net Assets / Fund Balance$2,475,564$2,707,626▲ $232,062

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,475,564-▲ $334,372$22,134$2,707,626
2023$2,240,419-▲ $359,705$28,141$2,475,564
2022$2,648,876-▼ $301,062-$2,240,419
2021$2,613,024-▲ $153,803-$2,648,876
2020$2,580,473-▲ $210,182-$2,613,024
Compensation and Service Providers

Board Members and Trustees

NameTitle
Phyllis SpiegelBishop & Trustee
William PottsCFO & Trustee
Elizabeth HunterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$151,216
Other Revenue
$0
Change in Net Assets
$48,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,234
Other Expenses$42,076
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,234--$60,234
Other Expenses$22,134--$22,134
Fees for Service Investment Mgmnt Fees-$16,842-$16,842
Fees for Services Accounting-$3,100-$3,100
Total Functional Expenses$82,368$19,942$0$102,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Utah Schools for the Deaf & Blind EducationOgden, UT501(c)3Fund Device and Technology Assistance to Underprivileged Children Who Are Visually or Hearing Disabled or Impaired$20,000
Youth ImpactOgden, UT501(c)3Fund Counseling$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Return is reviewed before filing by the cfo.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
Trust Ii
EIN
74-2512600
Phone
8013224131
Address
75 SOUTH 200 EAST, SALT LAKE CITY, UT 84111-2147

Signing Officer

Name
Bill Potts
Title
CFO
Phone
8013224131
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Potts
Formed
1988
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
Marc a Metcalf
Phone
8015327444
Raw XML AppendixShowing 400 of 469 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PAYMENT OF MEDICAL EXPENSES AND CARE FOR INDIGENT PERSONS
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL POTTS
IRS990/BooksInCareOfDetail/PhoneNum08013224131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt075 SOUTH 200 EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0841112147
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt060234
IRS990/CYInvestmentIncomeAmt0151216
IRS990/CYOtherExpensesAmt042076
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048906
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0102310
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0151216
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MINISTRIES WERE ASSISTED WITH THE PAYMENT OF MEDICAL COSTS AND EXPENSES, INCLUDING TRANSPORTATION IN SUPPORT OF THE TREATMENT OR HEALING OF THOSE IMPACTED BY COVID-19.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02414980
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02707626
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt082368
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03100
IRS990/FeesForServicesAccountingGrp/TotalAmt03100
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016842
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016842
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM POTTS
IRS990/Form990PartVIISectionAGrp/PersonNm1PHYLLIS SPIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH HUNTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BISHOP & TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt060234
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt060234
IRS990/GrantsToDomesticOrgsGrp/TotalAmt060234
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0151216
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0151216
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151216
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02475564
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02707626
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAYMENT OF MEDICAL EXPENSES AND CARE FOR INDIGENT PERSONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02414980
IRS990/NetAssetsOrFundBalancesEOYAmt02707626
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0243740
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER OPERATIONS EXPENS
IRS990/OtherExpensesGrp/ProgramServicesAmt022134
IRS990/OtherExpensesGrp/TotalAmt022134
IRS990/OtherLiabilitiesGrp/BOYAmt060584
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BILL POTTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt081308
IRS990/PYInvestmentIncomeAmt055604
IRS990/PYOtherExpensesAmt043252
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-68956
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0124560
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055604
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt048906
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0151216
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt055604
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt019942
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt015111
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0151216
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt055604
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0131274
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt040493
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt040493
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt083169
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt083169
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt034419
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt083169
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt062470
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt083169
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt020699
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt082368
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt019898
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt020699
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt019898
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt019898
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt020699
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt082368
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt083169
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt099.040000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt082368
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt082368
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEE SCHEDULE FOR DETAIL OF DISTRIBUTIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02591595
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02412436
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02591595
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02402378
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt038874
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt036187
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt010058
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02552721
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02376249
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt089345
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt083169
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02591595
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02412436
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt089345
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt083169
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0870232427
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1870450051
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF UTAH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1EPISCOPAL COMMUNITY SERVICES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019942
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02475564
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02707626
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060234
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0334372
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt022134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015111
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02240419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02475564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt081308
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0359705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt028141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02648876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02240419
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt087054
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-301062
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt026529
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02613024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02648876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt091422
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033484
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02580473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02613024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0144147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0210182
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND DEVICE AND TECHNOLOGY ASSISTANCE TO UNDERPRIVILEGED CHILDREN WHO ARE VISUALLY OR HEARING DISABLED OR IMPAIRED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND COUNSELING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UTAH SCHOOLS FOR THE DEAF & BLIND EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YOUTH IMPACT
IRS990ScheduleI/RecipientTable/RecipientEIN0454683890
IRS990ScheduleI/RecipientTable/RecipientEIN1205228230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0742 HARRISON BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12305 GRANT AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OGDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OGDEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084404
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL ORGANIZATIONAL GRANTS REQUIRE A DETAILED EXPLANATION OF HOW THE FUNDS WILL BE USED. ALL ORGANIZATIONS RECEIVING GRANTS ARE WELL ESTABLISHED, WELL RUN AND EFFICIENT. THE MAJORITY OF THE ORGANIZATIONAL GRANTS ARE RENEWALS TO ORGANIZATIONS WHO HAVE RECEIVED GRANTS FROM US IN THE PAST. IN AWARDING THE ORGANIZATIONAL GRANTS, WE ASCERTAIN THAT THE FUNDS WILL BE USED EFFECTIVELY TO MEET THE SPECIFIC CHARITABLE GOALS OF THIS TRUST. FOR INDIVIDUAL GRANTS, WE ASCERTAIN THAT THE BENEFICIARY OF THEIR FAMILY IS IN NEED, AND THAT THE EXPENSES ARE DOCUMENTED. THESE PAYMENTS ARE ALWAYS PAID DIRECTLY TO THE PROVIDER, NEVER TO THE INDIVIDUAL/BENEFICIARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED BEFORE FILING BY THE CFO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF UTAH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EPISCOPAL COMMUNITY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0870232427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1870450051
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1INTEGRATED AUXILIARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt075 SOUTH 200 EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt175 SOUTH 200 EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SALT LAKE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd184111
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.