Civic Intelligence

Trust Two

990 • Fiscal year 2023 • EIN 74-2512600

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
75 South 200 EastSalt Lake City, UT 84111-2147

(801) 322-4131

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

1.09x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-124%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

52nd percentile

5.4%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,475,564

Up $126,258 (+5.4%) from 2022

Net Assets

Up

$2,414,980

Up $174,560 (+7.8%) from 2022

Liabilities

Down

$60,584

Down $48,302 (-44%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin3rd percentile

Revenue

Down

$55,604

Down $23,273 (-30%) from 2022

Expenses

Up

$124,560

Up $17,164 (+16%) from 2022

Net Income

Down

-$68,956

Down $40,437 (-142%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2023

Assets$2,475,564
Liabilities$60,584
Net Assets$2,414,980
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$55,604
Expenses$124,560
Net Income-$68,956
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$55,604
Mission and Program Overview

Mission

Payment of medical expenses and care for indigent persons

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,329,191$2,475,564▲ $146,373
Accounts Receivable$20,067$0▼ $20,067
Prepaid Expenses and Deferred Charges$48$0▼ $48
Total Assets$2,349,306$2,475,564▲ $126,258
Liabilities
Other Liabilities$107,934$60,584▼ $47,350
Accounts Payable and Accrued Expenses$952$0▼ $952
Total Liabilities$108,886$60,584▼ $48,302
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,240,372$2,414,980▲ $174,608
Net Assets Without Donor Restrictions$48$0▼ $48
Total Net Assets Fund Balance$2,240,420$2,414,980▲ $174,560
Total Liabilities and Net Assets / Fund Balance$2,349,306$2,475,564▲ $126,258

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$2,299,520-▲ $305,348-$2,580,473
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Elizabeth HunterTrustee
Phyllis SpiegelTrustee
Steve HutchinsonTrustee
William PottsCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$55,604
Other Revenue
$0
Change in Net Assets
$-68,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,308
Other Expenses$43,252
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,308--$81,308
Other Expenses$28,141--$28,141
Fees for Service Investment Mgmnt Fees-$12,211-$12,211
Fees for Services Accounting-$2,900-$2,900
Total Functional Expenses$109,449$15,111$0$124,560
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
Fourth Street ClinicSalt Lake City, UT501(c)3Patient Financial Aid$17,500
Maliheh Free ClinicMillcrek, UT501(c)3Support Free Services for Indigent Individuals Whose Families Need Care, Plus Specialized Care to the Underserved.$12,500
Moab Free Health ClinicMoab, UT501(c)3Medical Supplies & Patient Financial Aid$12,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cash Overdraft$60,584
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
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Potts
Formed
1988
Legal Domicile
Ut
Voting Board Members
1
Independent Board Members
0
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 505 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/AccountsPayableAccrExpnssGrp/BOYAmt0952
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt020067
IRS990/AccountsReceivableGrp/EOYAmt00
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/CYGrantsAndSimilarPaidAmt081308
IRS990/CYInvestmentIncomeAmt055604
IRS990/CYOtherExpensesAmt043252
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-68956
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0124560
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt055604
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/BOYAmt02240372
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02414980
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109449
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02900
IRS990/FeesForServicesAccountingGrp/TotalAmt02900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012211
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012211
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0PHYLLIS SPIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE HUTCHINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM POTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0109449
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt081308
IRS990/GrantsToDomesticOrgsGrp/TotalAmt081308
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt055604
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt055604
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055604
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02329191
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02475564
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/NetAssetsOrFundBalancesBOYAmt02240420
IRS990/NetAssetsOrFundBalancesEOYAmt02414980
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0133886
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt048
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER OPERATIONS EXPENS
IRS990/OtherExpensesGrp/ProgramServicesAmt028141
IRS990/OtherExpensesGrp/TotalAmt028141
IRS990/OtherLiabilitiesGrp/BOYAmt0107934
IRS990/OtherLiabilitiesGrp/EOYAmt060584
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BILL POTTS
IRS990/PriorPeriodAdjustmentsAmt0109630
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087054
IRS990/PYInvestmentIncomeAmt078877
IRS990/PYOtherExpensesAmt020342
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-28519
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107396
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt078877
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-68956
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt055604
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt078877
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt015111
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt020341
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt055604
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt078877
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt040493
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt058536
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt058536
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt086432
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt086432
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt049756
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt086432
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt086432
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt02318
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt086432
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0109449
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt020699
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt020699
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt020699
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt02318
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0109449
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt086432
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0109449
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0109449
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/CurrentYearAmt02412436
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02507081
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0233474
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02402378
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02250542
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt036187
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt037606
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt010058
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt023065
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02376249
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02469475
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt083169
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt086432
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02412436
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02507081
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt083169
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt086432
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/AdministrativeExpensesAmt015111
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02240419
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02475564
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt081308
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0359705
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02648876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02240419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt087054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-301062
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt026529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02613024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02648876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt091422
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02580473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02613024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0144147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0210182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08256
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02299520
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02580473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt016139
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0305348
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CASH OVERDRAFT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt060584
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt212500
IRS990ScheduleI/RecipientTable/CashGrantAmt317500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEDICAL SUPPLIES & PATIENT FINANCIAL AID
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND DEVICE AND TECHNOLOGY ASSISTANCE TO UNDERPRIVILEGED CHILDREN WHO ARE VISUALLY OR HEARING DISABLED OR IMPAIRED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT FREE SERVICES FOR INDIGENT INDIVIDUALS WHOSE FAMILIES NEED CARE, PLUS SPECIALIZED CARE TO THE UNDERSERVED.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PATIENT FINANCIAL AID
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOAB FREE HEALTH CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UTAH SCHOOLS FOR THE DEAF & BLIND EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MALIHEH FREE CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FOURTH STREET CLINIC
IRS990ScheduleI/RecipientTable/RecipientEIN0262082745
IRS990ScheduleI/RecipientTable/RecipientEIN1454683890
IRS990ScheduleI/RecipientTable/RecipientEIN2202313461
IRS990ScheduleI/RecipientTable/RecipientEIN3870569356
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0380 NORTH 500 WEST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1742 HARRISON BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2941 E 3300 S
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3409 W 400 S
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOAB
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OGDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MILLCREK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184404
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd284106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd384101
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/Total501c3OrgCnt04
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,475,564
Liabilities
$60,584
Net assets
$2,414,980
Revenue
$55,604
Expenses
$124,560
Net income
-$68,956
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