Civic Intelligence

Marshall Gates Foundation

990PF • Fiscal year 2016 • EIN 77-0623253

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

5170 Highland DriveSalt Lake City, UT 84117

(801) 493-2752

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-118%

Higher net margin than 6% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$67,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

25th percentile

-3.4%

Faster asset growth than 25% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.9%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$8,771,144

Down $304,763 (-3.4%) from 2015

Net Assets

Down

$8,768,228

Down $304,763 (-3.4%) from 2015

Liabilities

Flat

$2,916

Flat from 2015

Revenue

Up

$258,464

Up $9,773 (+3.9%) from 2015

Expenses

Down

$563,227

Down $99,846 (-15%) from 2015

Net Income

Up

-$304,763

Up $109,619 (+26%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $17,513,668Liabilities 2011: $2,9162011Assets 2012: $19,029,237Liabilities 2012: $2,9162012Assets 2013: $11,131,845Liabilities 2013: $2,9162013Assets 2014: $9,515,289Liabilities 2014: $27,916Net Assets 2014: $9,487,3732014Assets 2015: $9,075,907Liabilities 2015: $2,916Net Assets 2015: $9,072,9912015Assets 2016: $8,771,144Liabilities 2016: $2,916Net Assets 2016: $8,768,2282016Assets 2017: $8,571,339Liabilities 2017: $2,916Net Assets 2017: $8,568,4232017Assets 2018: $8,392,759Liabilities 2018: $2,916Net Assets 2018: $8,389,8432018Assets 2019: $8,122,127Liabilities 2019: $2,915Net Assets 2019: $8,119,2122019Assets 2020: $8,206,211Liabilities 2020: $4,163Net Assets 2020: $8,202,0482020Assets 2021: $10,679,002Liabilities 2021: $4,779Net Assets 2021: $10,674,2232021Assets 2022: $9,905,667Liabilities 2022: $5,408Net Assets 2022: $9,900,2592022Assets 2023: $11,028,915Liabilities 2023: $6,040Net Assets 2023: $11,022,8752023Assets 2024: $10,070,191Liabilities 2024: $8,296Net Assets 2024: $10,061,8952024

Highlighted filing

2016

Assets$8,771,144
Liabilities$2,916
Net Assets$8,768,228

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,200,155Expenses 2011: $971,513Net Income 2011: $3,228,6422011Revenue 2012: $3,137,177Expenses 2012: $1,621,608Net Income 2012: $1,515,5692012Revenue 2013: $2,657,697Expenses 2013: $1,432,294Net Income 2013: $1,225,4032013Revenue 2014: $871,204Expenses 2014: $493,916Net Income 2014: $377,2882014Revenue 2015: $248,691Expenses 2015: $663,073Net Income 2015: -$414,3822015Revenue 2016: $258,464Expenses 2016: $563,227Net Income 2016: -$304,7632016Revenue 2017: $369,680Expenses 2017: $569,485Net Income 2017: -$199,8052017Revenue 2018: $417,018Expenses 2018: $595,598Net Income 2018: -$178,5802018Revenue 2019: $363,003Expenses 2019: $633,634Net Income 2019: -$270,6312019Revenue 2020: $450,561Expenses 2020: $367,725Net Income 2020: $82,8362020Revenue 2021: $3,278,153Expenses 2021: $699,071Net Income 2021: $2,579,0822021Revenue 2022: $113,116Expenses 2022: $887,080Net Income 2022: -$773,9642022Revenue 2023: $2,250,227Expenses 2023: $1,127,611Net Income 2023: $1,122,6162023Revenue 2024: $260,819Expenses 2024: $1,221,799Net Income 2024: -$960,9802024

Highlighted filing

2016

Revenue$258,464
Expenses$563,227
Net Income-$304,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD SHEPHERDTrustee-$67,000-$67,000
KEVIN P GATESTrustee-$0--
ROBERT M TAYLORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Gates Foundation
EIN
77-0623253
Phone
8014932752
Address
5170 HIGHLAND DRIVE, SALT LAKE CITY, UT 84117

Signing Officer

Name
Robert M Taylor
Title
Trustee
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Hansen Bradshaw Malmrose & Erickson PC
Address
559 West 500 South, Bountiful, UT 84010
Preparer
Ted C Gardiner
Phone
8012960200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3ROLLER
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5LIFE CHAIR
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7IPAD 4G
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BARSTOOL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9BARSTOOL
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14CHROME/GLASS TABLE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LEATHER CHAIR WITH METAL
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2567" SETTEE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27HEADBOARD
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32WHITE LOUNGE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33EXTERIOR CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34ORANGE SHELTON SIDE CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36CONFERENCE ROOM CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37CONFERENCE ROOM CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38CONFERENCE ROOM CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39CONFERENCE ROOM CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40LOUNGE CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41CONFERENCE ROOM TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42L-SCREEN 7X7-96# NET W/ G
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43MACBOOK PRO 13.3 MD101LL/
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4415X25 US POLY FLAG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45IPAD AIR S
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0590
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0893
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0893
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0576
DepreciationSchedule/DepreciationPropertyGrp/Rt50.0892
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0892
DepreciationSchedule/DepreciationPropertyGrp/Rt70.1094
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt170.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt190.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt200.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt210.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt220.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt230.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt240.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt250.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt260.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt270.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt280.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt290.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt300.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt310.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt320.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt330.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt340.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt350.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt360.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt370.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt380.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt390.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt400.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt410.0446
DepreciationSchedule/DepreciationPropertyGrp/Rt420.1152
DepreciationSchedule/DepreciationPropertyGrp/Rt430.1152
DepreciationSchedule/DepreciationPropertyGrp/Rt440.1152
DepreciationSchedule/DepreciationPropertyGrp/Rt450.3200
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0212250
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0212250
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0150000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0239319
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0BASEBALL LEAGUES & TOURNS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt019145
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0239319
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt019145
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0258464
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02350
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0260219
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt067000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt067000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0239319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0239319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0239319
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-304763
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06134
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06134
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0168879
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0228511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt072195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0300706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt019145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt019145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01952
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0-1755
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05126
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0-1755
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0258464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0-1755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0486331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0563227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0239319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0258464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0-1755
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0486331
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0563227
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0174207
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0174207
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-304763
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08768228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09072991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08768228
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02968
IRS990PF/FMVAssetsEOYAmt08394076
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02916
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07368130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07211771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06773252
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0212250
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0279984
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0327494

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.01$10.1$0.26$1.22$0.96
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$2.25$1.13$1.12
2022Detailed filing. Detailed filing data is available for this year.$9.91$0.01$9.90$0.11$0.89$0.77
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$3.28$0.70$2.58
2020Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.20$0.45$0.37$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.36$0.63$0.27
2018Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.42$0.60$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.37$0.57$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.26$0.56$0.30
2015Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.07$0.25$0.66$0.41
2014Detailed filing. Detailed filing data is available for this year.$9.52$0.03$9.49$0.87$0.49$0.38
2013Summary only. Only limited summary data is available for this year.$11.1$0.00$2.66$1.43$1.23
2012Summary only. Only limited summary data is available for this year.$19.0$0.00$3.14$1.62$1.52
2011Summary only. Only limited summary data is available for this year.$17.5$0.00$4.20$0.97$3.23