Civic Intelligence

Jordan Education Foundation

990 • Fiscal year 2020 • EIN 74-6356280

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 25, 2021

7387 South Campus View DriveWest Jordan, UT 84084

(801) 567-8125

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

-7.0%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$134,991

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-6.8%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,368,325

Down $100,241 (-6.8%) from 2019

Net Assets

Down

$1,355,082

Down $97,842 (-6.7%) from 2019

Liabilities

Down

$13,243

Down $2,399 (-15%) from 2019

Revenue

Down

$1,390,671

Down $649,126 (-32%) from 2019

Expenses

Down

$1,488,513

Down $584,733 (-28%) from 2019

Net Income

Down

-$97,842

Down $64,393 (-193%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $530,014Liabilities 2010: $19,505Net Assets 2010: $510,5092010Assets 2011: $658,793Liabilities 2011: $6,130Net Assets 2011: $652,6632011Assets 2012: $730,223Liabilities 2012: $10,951Net Assets 2012: $719,2722012Assets 2013: $859,506Liabilities 2013: $12,228Net Assets 2013: $847,2782013Assets 2014: $924,012Liabilities 2014: $17,921Net Assets 2014: $906,0912014Assets 2015: $990,890Liabilities 2015: $20,165Net Assets 2015: $970,7252015Assets 2016: $1,015,679Liabilities 2016: $2,361Net Assets 2016: $1,013,3182016Assets 2017: $1,093,121Liabilities 2017: $8,169Net Assets 2017: $1,084,9522017Assets 2018: $1,491,213Liabilities 2018: $4,840Net Assets 2018: $1,486,3732018Assets 2019: $1,468,566Liabilities 2019: $15,642Net Assets 2019: $1,452,9242019Assets 2020: $1,368,325Liabilities 2020: $13,243Net Assets 2020: $1,355,0822020Assets 2021: $1,534,111Liabilities 2021: $6,579Net Assets 2021: $1,527,5322021Assets 2022: $1,628,412Liabilities 2022: $20,036Net Assets 2022: $1,608,3762022Assets 2023: $1,644,205Liabilities 2023: $19,288Net Assets 2023: $1,624,9172023Assets 2024: $1,871,506Liabilities 2024: $41,676Net Assets 2024: $1,829,8302024Assets 2025: $2,143,445Liabilities 2025: $43,885Net Assets 2025: $2,099,5602025

Highlighted filing

2020

Assets$1,368,325
Liabilities$13,243
Net Assets$1,355,082

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $328,1522010Revenue 2011: $451,445Expenses 2011: $309,291Net Income 2011: $142,1542011Expenses 2012: $631,6872012Revenue 2013: $780,494Expenses 2013: $652,488Net Income 2013: $128,0062013Revenue 2014: $570,062Expenses 2014: $511,249Net Income 2014: $58,8132014Revenue 2015: $604,899Expenses 2015: $540,265Net Income 2015: $64,6342015Revenue 2016: $1,103,694Expenses 2016: $1,061,101Net Income 2016: $42,5932016Revenue 2017: $1,146,268Expenses 2017: $1,074,634Net Income 2017: $71,6342017Revenue 2018: $1,259,457Expenses 2018: $858,036Net Income 2018: $401,4212018Revenue 2019: $2,039,797Expenses 2019: $2,073,246Net Income 2019: -$33,4492019Revenue 2020: $1,390,671Expenses 2020: $1,488,513Net Income 2020: -$97,8422020Revenue 2021: $1,666,258Expenses 2021: $1,493,808Net Income 2021: $172,4502021Revenue 2022: $1,787,227Expenses 2022: $1,686,445Net Income 2022: $100,7822022Revenue 2023: $3,520,229Expenses 2023: $3,491,006Net Income 2023: $29,2232023Revenue 2024: $2,910,832Expenses 2024: $2,687,790Net Income 2024: $223,0422024Revenue 2025: $2,653,067Expenses 2025: $2,402,411Net Income 2025: $250,6562025

Highlighted filing

2020

Revenue$1,390,671
Expenses$1,488,513
Net Income-$97,842
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 25, 2021
Return Version
2019v5.0
Gross Receipts
$1,390,671
Mission and Program Overview

Mission

Jordan Education Foundation engages the community to provide resources, enhance educational experiences, strengthen students, and fuel success in Jordan School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$1,053,364-
Investments in Publicly Traded Securities$1,282,517$216,224▼ $1,066,293
Cash and Non-Interest-Bearing Accounts$186,049$98,737▼ $87,312
Total Assets$1,468,566$1,368,325▼ $100,241
Liabilities
Accounts Payable and Accrued Expenses$15,642$13,243▼ $2,399
Total Liabilities$15,642$13,243▼ $2,399
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,040,128$1,153,922▲ $113,794
Net Assets Without Donor Restrictions$412,796$201,160▼ $211,636
Total Net Assets Fund Balance$1,452,924$1,355,082▼ $97,842
Total Liabilities and Net Assets / Fund Balance$1,468,566$1,368,325▼ $100,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Steven HallExecutive DiFT$134,991$134,991

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,361,302
Program Service Revenue
$0
Investment Income
$29,369
Other Revenue
$0
All Other Contributions
$1,155,251
Change in Net Assets
$-97,842

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table31$87,126Estimated Fair Value
Clothing and Household Goods-$75,640Estimated Fair Value
Food Inventory24$53,578Estimated Fair Value
Books and Publications-$1,453Estimated Fair Value
Total Noncash Contributions55$217,797-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,282,462
Salaries, Compensation, and Employee Benefits$206,051
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,201,191--$1,201,191
Current Officers, Directors, Trustees, and Key Employees$52,913$52,913-$105,826
Other Salaries and Wages$44,894$44,895-$89,789
Grants to Domestic Individuals$81,271--$81,271
Payroll Taxes$5,218$5,218-$10,436
Total Functional Expenses$1,385,487$103,026$0$1,488,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jordan School DistrictWest Jordan, UTGovEducation$983,394
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
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The director and the board will review the form 990.

Form 990, Page 6, Part VI, Line 15A

The board of education for the jordan school district reviews and approves pay rates annually.

Form 990, Page 6, Part VI, Line 15B

The board of education for the jordan school district reviews and approves pay rates annually.

Form 990, Page 6, Part VI, Line 19

Such documents are available upon request just as forms 990.

Filing and Contact Details

Filer

Filer Name
Jordan Education Foundation
EIN
74-6356280
Phone
8015678125
Address
7387 SOUTH CAMPUS VIEW DRIVE, WEST JORDAN, UT 84084

Signing Officer

Name
Steven Hall
Title
Executive Director
Phone
8015678125
Signed
2021-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Hall
Formed
1986
Legal Domicile
Ut
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
675

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0JORDAN EDUCATION FOUNDATION ENGAGES THE COMMUNITY TO PROVIDE RESOURCES, ENHANCE EDUCATIONAL EXPERIENCES, STRENGTHEN STUDENTS, AND FUEL SUCCESS IN JORDAN SCHOOL DISTRICT.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01355082
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0201160
IRS990/NoncashContributionsAmt0217797
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044895
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044894
IRS990/OtherSalariesAndWagesGrp/TotalAmt089789
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05218
IRS990/PayrollTaxesGrp/ProgramServicesAmt05218
IRS990/PayrollTaxesGrp/TotalAmt010436
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVEN HALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT SCHOLARSHIPS AND TEACHER AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt081271
IRS990/ProgSrvcAccomActy2Grp/GrantAmt081271
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01938721
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYRevenuesLessExpensesAmt0-33449
IRS990/PYTotalExpensesAmt02073246
IRS990/PYTotalRevenueAmt02039797
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IRS990/ReconcilationRevenueExpnssAmt0-97842
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IRS990/RelatedOrganizationsAmt0206051
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01361302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01938721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01143743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01011839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01022118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06477723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt037436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01484
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0136534
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0233493
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67360
IRS990ScheduleA/PublicSupportPY170Pct00.66860
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IRS990ScheduleA/SubstantialContributorsTotAmt02022504
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01361302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01938721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01143743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01011839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01022118
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06477723
IRS990ScheduleA/TotalSupportAmt06614257
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt044771
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt129500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt36000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1OUTSTANDING EDUCATOR AWAR
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2OUTSTANDING CLASSIFIED EM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3OUTSTANDING SPECIAL AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4OUTSTANDING PRINCIPAL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5TERI TIMPSON LEGACY SCHOL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6OUTSTANDING ED. SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt161
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt36
IRS990ScheduleI/RecipientTable/CashGrantAmt0983394
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0217797
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0SUPPLIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JORDAN SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0876000497
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07387 SOUTH CAMPUS VIEW DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST JORDAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084084
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0EST. VALUE
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0ESTIMATED FAIR VALUE
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt01453
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0ESTIMATED FAIR VALUE
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IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt075640
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt024
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0ESTIMATED FAIR VALUE
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt053578
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt031
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0VARIOUS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0ESTIMATED FAIR VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt087126
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR AND THE BOARD WILL REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF EDUCATION FOR THE JORDAN SCHOOL DISTRICT REVIEWS AND APPROVES PAY RATES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF EDUCATION FOR THE JORDAN SCHOOL DISTRICT REVIEWS AND APPROVES PAY RATES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.04$2.10$2.65$2.40$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.04$1.83$2.91$2.69$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.02$1.62$3.52$3.49$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.02$1.61$1.79$1.69$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.53$1.67$1.49$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$1.39$1.49$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.02$1.45$2.04$2.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$1.26$0.86$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.01$1.08$1.15$1.07$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.01$1.10$1.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.60$0.54$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.91$0.57$0.51$0.06
2013Summary only. Only limited summary data is available for this year.$0.86$0.01$0.85$0.78$0.65$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.72$0.63
2011Summary only. Only limited summary data is available for this year.$0.66$0.01$0.65$0.45$0.31$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.02$0.51$0.33