Civic Intelligence

Esperanza Charitable Fund

990 • Fiscal year 2023 • EIN 75-2990530

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

Organization ProfileNOT APPLICABLE
3850 E Baseline Rd 114Mesa, AZ 85206

(480) 424-3400

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Flat

$37,359,145

Flat from 2023

Net Assets

Flat

$37,359,145

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin95th percentile

Revenue

Flat

$6,630,514

Flat from 2023

Expenses

Flat

$1,787,221

Flat from 2023

Net Income

Flat

$4,843,293

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60M$40M$20M$0Assets 2010: $16,073,471Liabilities 2010: $0Net Assets 2010: $16,073,4712010Assets 2011: $16,576,189Liabilities 2011: $249,346Net Assets 2011: $16,326,8432011Assets 2012: $13,873,799Liabilities 2012: $0Net Assets 2012: $13,873,7992012Assets 2013: $13,613,983Liabilities 2013: $279Net Assets 2013: $13,613,7042013Assets 2014: $13,671,350Liabilities 2014: $3,015Net Assets 2014: $13,668,3352014Assets 2015: $13,314,775Liabilities 2015: $0Net Assets 2015: $13,314,7752015Assets 2016: $14,569,594Liabilities 2016: $0Net Assets 2016: $14,569,5942016Assets 2017: $14,547,321Liabilities 2017: $0Net Assets 2017: $14,547,3212017Assets 2018: $14,705,283Liabilities 2018: $0Net Assets 2018: $14,705,2832018Assets 2019: $15,638,193Liabilities 2019: $0Net Assets 2019: $15,638,1932019Assets 2020: $15,523,686Liabilities 2020: $0Net Assets 2020: $15,523,6862020Assets 2021: $17,706,761Liabilities 2021: $0Net Assets 2021: $17,706,7612021Assets 2022: $32,515,852Liabilities 2022: $0Net Assets 2022: $32,515,8522022Assets 2023: $37,359,145Liabilities 2023: $0Net Assets 2023: $37,359,1452023Assets 2023: $37,359,145Liabilities 2023: $0Net Assets 2023: $37,359,1452023Assets 2024: $44,118,959Liabilities 2024: $854,113Net Assets 2024: $43,264,8462024

Highlighted filing

2023

Assets$37,359,145
Liabilities$0
Net Assets$37,359,145
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $26,711Expenses 2010: $380,892Net Income 2010: -$354,1812010Revenue 2011: $17,969Expenses 2011: $482,528Net Income 2011: -$464,5592011Revenue 2012: $1,673,482Expenses 2012: $757,959Net Income 2012: $915,5232012Revenue 2013: $585,779Expenses 2013: $646,048Net Income 2013: -$60,2692013Revenue 2014: $507,085Expenses 2014: $452,454Net Income 2014: $54,6312014Revenue 2015: $622,758Expenses 2015: $664,663Net Income 2015: -$41,9052015Revenue 2016: $2,081,515Expenses 2016: $529,076Net Income 2016: $1,552,4392016Revenue 2017: $816,849Expenses 2017: $502,969Net Income 2017: $313,8802017Revenue 2018: $776,918Expenses 2018: $618,956Net Income 2018: $157,9622018Revenue 2019: $2,568,635Expenses 2019: $1,635,725Net Income 2019: $932,9102019Revenue 2020: $3,462,663Expenses 2020: $3,069,161Net Income 2020: $393,5022020Revenue 2021: $4,173,341Expenses 2021: $2,181,989Net Income 2021: $1,991,3522021Revenue 2022: $17,097,893Expenses 2022: $1,207,942Net Income 2022: $15,889,9512022Revenue 2023: $6,630,514Expenses 2023: $1,787,221Net Income 2023: $4,843,2932023Revenue 2023: $6,630,514Expenses 2023: $1,787,221Net Income 2023: $4,843,2932023Revenue 2024: $7,726,375Expenses 2024: $1,701,632Net Income 2024: $6,024,7432024

Highlighted filing

2023

Revenue$6,630,514
Expenses$1,787,221
Net Income$4,843,293
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
$13,279,558
Mission and Program Overview

Mission

Provide support and benefits to the church of jesus christ of latter day saints by providing grants for assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$32,515,852$37,359,145▲ $4,843,293
Land, Buildings, and Equipment, Net$19,384,226$19,842,439▲ $458,213
Cash and Non-Interest-Bearing Accounts$3,518,579$15,253,635▲ $11,735,056
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$32,515,852$37,359,145▲ $4,843,293
Other Assets Total$9,613,047$2,263,071▼ $7,349,976
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,515,852$37,359,145▲ $4,843,293
Total Liabilities and Net Assets / Fund Balance$32,515,852$37,359,145▲ $4,843,293

Asset Categories

AssetBook ValueDepreciationBasis
Land$19,842,439--
Other Assets Org$7,766--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Charles Dennis BarneyTrustee
Douglas MartinTrustee
Carrie ThompsonTrustee, Managing
Revenue and Support

Revenue Composition

Contributions and Grants
$5,461,763
Program Service Revenue
$0
Investment Income
$1,168,127
Other Revenue
$624
All Other Contributions
$5,461,763
Change in Net Assets
$4,843,293

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
Real Estate Other4$458,213Appraisal
Total Noncash Contributions4$458,213-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,730,700
Other Expenses$56,521
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,730,700--$1,730,700
Fees for Services Accounting-$3,500-$3,500
Fees for Services Legal-$549-$549
Other Expenses-$275-$275
Insurance-$103-$103
Total Functional Expenses$1,730,700$56,521$0$1,787,221
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church of Jesus Christ of LdsSalt Lake City, UT501(c)3To Assist Organization Fiscally$1,107,700
Beckett Fund for Religious LibertyWashington, DC501(c)3To Assist Organization Fiscally$150,000
National Center on Sexual ExploitationWashington, DC501(c)3To Assist Organization Fiscally$108,000
Lift FoundationFarmington, UT501(c)3To Assist Organization Fiscally$75,000
Care for Life Co Cindy PackardGilbert, AZ501(c)3To Assist Organization Fiscally$60,000
Academy for Creating Enterprise - Called2serve FoundationProvo, UT501(c)3To Assist Organization Fiscally$50,000
House of RefugeMesa, AZ501(c)3To Assist Organization Fiscally$35,000
Gold Canyon Heart and Home Now Know as New Freedom ProjectPhoenix, AZ501(c)3To Assist Organization Fiscally$30,000
Mentor InternationalKaysville, UT501(c)3To Assist Organization Fiscally$30,000
Asu FoundationTempe, AZ501(c)3To Assist Organization Fiscally$20,000
Institute for Family StudiesCharlottesville, VA501(c)3To Assist Organization Fiscally$20,000
The International Organization for FamilyRockford, IL501(c)3To Assist Organization Fiscally$20,000
United Food BankMesa, AZ501(c)3To Assist Organization Fiscally$15,000
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
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

“A complete copy of the form 990 is provided to each trustee for review.”

Form 990, Part VI, Section B, Line 12

“The fund is in the process of adopting a formal policy.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Esperanza Charitable Fund
EIN
75-2990530
Phone
4804243400
Address
3850 E BASELINE RD 114, MESA, AZ 85206

Signing Officer

Name
Carrie Thompson
Title
Managing Trustee
Phone
4804243400
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Thompson
Formed
2002
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Mansperger Patterson & Mcmullin Plc
Address
2151 E BROADWAY ROAD SUITE 220, TEMPE, AZ 85282
Preparer
Diane R Hayes CPA
Phone
4808319500
Raw XML AppendixShowing 400 of 549 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/ActivitiesConductedPrtshpInd01
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT AND BENEFITS TO THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS BY PROVIDING GRANTS FOR ASSISTANCE.
IRS990/AllOtherContributionsAmt05461763
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARRIE THOMPSON
IRS990/BooksInCareOfDetail/PhoneNum04804243400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03850 E BASELINE ROAD 114
IRS990/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085206
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt032515852
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt037359145
IRS990/CashNonInterestBearingGrp/BOYAmt03518579
IRS990/CashNonInterestBearingGrp/EOYAmt015253635
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05461763
IRS990/CYGrantsAndSimilarPaidAmt01730700
IRS990/CYInvestmentIncomeAmt01168127
IRS990/CYOtherExpensesAmt056521
IRS990/CYOtherRevenueAmt0624
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04843293
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01787221
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06630514
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE FINANCIAL SUPPORT TO NONPROFIT ORGANIZATIONS BY MEANS OF PUBLIC MONETARY DONATIONS - BECKETT FUND
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0150000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0549
IRS990/FeesForServicesLegalGrp/TotalAmt0549
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CARRIE THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES DENNIS BARNEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, MANAGING
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0852765
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0150000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01730700
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01730700
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07501809
IRS990/GrossReceiptsAmt013279558
IRS990/GrossRentsGrp/RealAmt0624
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0103
IRS990/InsuranceGrp/TotalAmt0103
IRS990/InvestmentIncomeGrp/ExclusionAmt0315362
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0315362
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019384226
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019842439
IRS990/LandBldgEquipCostOrOtherBssAmt019842439
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06649044
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SUPPORT AND BENEFITS TO THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS BY PROVIDING GRANTS FOR ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032515852
IRS990/NetAssetsOrFundBalancesEOYAmt037359145
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0852765
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0852765
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0624
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0458213
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09613047
IRS990/OtherAssetsTotalGrp/EOYAmt02263071
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040415
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3275
IRS990/OtherExpensesGrp/TotalAmt040415
IRS990/OtherExpensesGrp/TotalAmt111377
IRS990/OtherExpensesGrp/TotalAmt2302
IRS990/OtherExpensesGrp/TotalAmt3275
IRS990/OtherOrganizationDsc0CHARITABLE FUND
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CARRIE THOMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FINANCIAL SUPPORT TO NONPROFIT ORGANIZATIONS BY MEANS OF PUBLIC MONETARY DONATIONS - CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01107700
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01107700
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE FINANCIAL SUPPORT TO NONPROFIT ORGANIZATIONS BY MEANS OF PUBLIC MONETARY DONATIONS - NATIONAL CENTER ON SEXUAL EXPLOITATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0108000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0108000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CARE FOR LIFE
IRS990/ProgSrvcAccomActyOtherGrp/Desc1INSTITUTE FOR FAMILY STUDIES
IRS990/ProgSrvcAccomActyOtherGrp/Desc2FAIR MORMON
IRS990/ProgSrvcAccomActyOtherGrp/Desc3ACADEMY FOR CREATING ENTERPRISE
IRS990/ProgSrvcAccomActyOtherGrp/Desc4HOUSE OF REFUGE
IRS990/ProgSrvcAccomActyOtherGrp/Desc5HOPE AND MENTAL HEALTH FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc6THE INTERNATIONAL ORGANIZATION FOR FAMILY
IRS990/ProgSrvcAccomActyOtherGrp/Desc7ASU FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc8GOLD CANYON HEART AND HOME
IRS990/ProgSrvcAccomActyOtherGrp/Desc9MENTOR INTERNATIONAL
IRS990/ProgSrvcAccomActyOtherGrp/Desc10LIFT FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc11UNITED FOOD BANK
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt060000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt120000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt25000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt350000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt435000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt55000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt620000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt720000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt830000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt930000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1075000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1115000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt060000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt120000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt25000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt350000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt435000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt55000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt620000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt720000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt830000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt930000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1075000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1115000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015004700
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01134600
IRS990/PYInvestmentIncomeAmt02093193
IRS990/PYOtherExpensesAmt073342
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt015889951
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01207942
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017097893
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04843293
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0624
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PRIMARY SUPPORT ORGANIZATION IS THE CHURCH AND THE GOVERNING INSTRUMENT IDENTIFIES A CLASS. SPECIFICALLY, THE GOVERNING INSTRUMENT STATES THAT IT IS ORGANIZED EXCLUSIVELY TO SUPPORT AND BENEFIT THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS, ITS AFFILIATED RELIGIOUS, EDUCATIONAL AND CHARITABLE ORGANIZATIONS, AND OTHER RELIGIOUS, EDUCATIONAL AND CHARITABLE ORGANIZATIONS WHOSE PURPOSES AND ACTIVITIES ARE COMPATIBLE WITH AND/OR COMPLEMENTARY TO THE CHURCH, BY SPONSORING, FINANCING OR ASSISTING ANY OF THE RELIGIOUS, EDUCATIONAL, OR CHARITABLE ACTIVITIES OR PROGRAMS OF THE SAID SUPPORTED ORGANIZATIONS. ALL SUCH SUPPORT DISTRIBUTIONS FROM THIS TRUST SHALL BE STRICTLY LIMITED TO RELIGIOUS, EDUCATIONAL OR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE. THE CHURCH THROUGH ITS APPOINTMENT ENSURES THAT THE CLASS IS RESPECTED AND THAT DISTRIBUTIONS TO NON-CHURCH ENTITIES ARE IN FURTHERANCE OF THE CHURCH'S PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237300405
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01107700
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND AFFILIATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01107700
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LandGrp/BookValueAmt019842439
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt019842439
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0182438
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12072867
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27766
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN HEBER-OVERGAARD RANCH, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN BELL ROCK, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENT IN EQUITY LENDING FUND I
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019842439
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02263071
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt01107700
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt2150000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt535000
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt7108000
IRS990ScheduleI/RecipientTable/CashGrantAmt820000
IRS990ScheduleI/RecipientTable/CashGrantAmt920000
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt1130000
IRS990ScheduleI/RecipientTable/CashGrantAmt1275000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12TO ASSIST ORGANIZATION FISCALLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF LDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CARE FOR LIFE CO CINDY PACKARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BECKETT FUND FOR RELIGIOUS LIBERTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNITED FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4INSTITUTE FOR FAMILY STUDIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HOUSE OF REFUGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ACADEMY FOR CREATING ENTERPRISE - CALLED2SERVE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NATIONAL CENTER ON SEXUAL EXPLOITATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE INTERNATIONAL ORGANIZATION FOR FAMILY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9ASU FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10GOLD CANYON HEART AND HOME NOW KNOW AS NEW FREEDOM PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11MENTOR INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12LIFT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0237300405
IRS990ScheduleI/RecipientTable/RecipientEIN1861017788
IRS990ScheduleI/RecipientTable/RecipientEIN2521858532
IRS990ScheduleI/RecipientTable/RecipientEIN3860505273
IRS990ScheduleI/RecipientTable/RecipientEIN4270950140
IRS990ScheduleI/RecipientTable/RecipientEIN5860662244
IRS990ScheduleI/RecipientTable/RecipientEIN6870641040
IRS990ScheduleI/RecipientTable/RecipientEIN7132608326
IRS990ScheduleI/RecipientTable/RecipientEIN8541788267
IRS990ScheduleI/RecipientTable/RecipientEIN9866051042
IRS990ScheduleI/RecipientTable/RecipientEIN10271820542
IRS990ScheduleI/RecipientTable/RecipientEIN11431536498
IRS990ScheduleI/RecipientTable/RecipientEIN12870648103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050 E NORTH TEMPLE SUITE 1800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12905 E GEMINI
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21200 NEW HAMPSHIRE AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3245 SOUTH NINA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 1502
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt56935 E WILLIAMS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62520 N UNIVERSITY AVENUE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71201 F ST NW SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8934 NORTH MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO BOX 2260
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt102532 WEST PEORIA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11290 NORTH FLINT STREET SUITE A
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12673 RIDGEWOOD CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GILBERT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MESA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MESA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6PROVO
IRS990ScheduleI/RecipientTable/USAddress/CityNm7WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm8ROCKFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm9TEMPE
IRS990ScheduleI/RecipientTable/USAddress/CityNm10PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm11KAYSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm12FARMINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6UT

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
$37,359,145
Liabilities
$0
Net assets
$37,359,145
Revenue
$6,630,514
Expenses
$1,787,221
Net income
$4,843,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.85$43.3$7.73$1.70$6.02
2023Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$6.63$1.79$4.84
2023Summary only. Only limited summary data is available for this year.$37.4$0.00$37.4$6.63$1.79$4.84
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.00$32.5$17.1$1.21$15.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$4.17$2.18$1.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$3.46$3.07$0.39
2019Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$2.57$1.64$0.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$0.78$0.62$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.00$14.5$0.82$0.50$0.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.00$14.6$2.08$0.53$1.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$0.62$0.66$0.04
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.51$0.45$0.05
2013Summary only. Only limited summary data is available for this year.$13.6$0.00$13.6$0.59$0.65$0.06
2012Summary only. Only limited summary data is available for this year.$13.9$0.00$13.9$1.67$0.76$0.92
2011Summary only. Only limited summary data is available for this year.$16.6$0.25$16.3$0.02$0.48$0.46
2010Summary only. Only limited summary data is available for this year.$16.1$0.00$16.1$0.03$0.38$0.35