Civic Intelligence

Ls Peery Foundation

990PF • Fiscal year 2014 • EIN 81-0614105

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

PO Box 45385Salt Lake City, UT 84145-0385

(801) 323-3609

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

27th percentile

-1.0%

Higher net margin than 27% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$79,033

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

30th percentile

-0.1%

Faster asset growth than 30% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

139%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Down

$34,365,822

Down $33,320 (-0.1%) from 2013

Net Assets

Down

$34,365,822

Down $33,320 (-0.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$3,338,015

Up $1,943,348 (+139%) from 2013

Expenses

Up

$3,369,769

Up $368,417 (+12%) from 2013

Net Income

Up

-$31,754

Up $1,574,931 (+98%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $37,296,967Liabilities 2011: $02011Assets 2012: $35,993,605Liabilities 2012: $02012Assets 2013: $34,399,142Liabilities 2013: $0Net Assets 2013: $34,399,1422013Assets 2014: $34,365,822Liabilities 2014: $0Net Assets 2014: $34,365,8222014Assets 2015: $33,756,481Liabilities 2015: $0Net Assets 2015: $33,756,4812015Assets 2016: $31,378,050Liabilities 2016: $0Net Assets 2016: $31,378,0502016Assets 2017: $30,578,589Liabilities 2017: $0Net Assets 2017: $30,578,5892017Assets 2018: $24,956,717Liabilities 2018: $0Net Assets 2018: $24,956,7172018Assets 2019: $23,698,203Liabilities 2019: $0Net Assets 2019: $23,698,2032019Assets 2020: $23,637,557Liabilities 2020: $0Net Assets 2020: $23,637,5572020Assets 2021: $26,646,543Liabilities 2021: $0Net Assets 2021: $26,646,5432021Assets 2022: $25,516,226Liabilities 2022: $5,000Net Assets 2022: $25,511,2262022Assets 2023: $24,816,449Liabilities 2023: $0Net Assets 2023: $24,816,4492023Assets 2024: $24,021,335Liabilities 2024: $0Net Assets 2024: $24,021,3352024

Highlighted filing

2014

Assets$34,365,822
Liabilities$0
Net Assets$34,365,822

Operations Trend

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

$5.0M$0-$5.0M-$10MRevenue 2011: $1,661,894Expenses 2011: $2,675,191Net Income 2011: -$1,013,2972011Revenue 2012: $1,569,909Expenses 2012: $2,873,271Net Income 2012: -$1,303,3622012Revenue 2013: $1,394,667Expenses 2013: $3,001,352Net Income 2013: -$1,606,6852013Revenue 2014: $3,338,015Expenses 2014: $3,369,769Net Income 2014: -$31,7542014Revenue 2015: $2,604,254Expenses 2015: $3,211,753Net Income 2015: -$607,4992015Revenue 2016: $958,732Expenses 2016: $3,327,604Net Income 2016: -$2,368,8722016Revenue 2017: $2,572,841Expenses 2017: $3,364,953Net Income 2017: -$792,1122017Revenue 2018: -$2,527,079Expenses 2018: $3,138,407Net Income 2018: -$5,665,4862018Revenue 2019: $2,491,499Expenses 2019: $3,674,378Net Income 2019: -$1,182,8792019Revenue 2020: $2,046,798Expenses 2020: $2,579,218Net Income 2020: -$532,4202020Revenue 2021: $4,955,775Expenses 2021: $1,946,789Net Income 2021: $3,008,9862021Revenue 2022: $962,168Expenses 2022: $2,097,485Net Income 2022: -$1,135,3172022Revenue 2023: $841,198Expenses 2023: $2,066,665Net Income 2023: -$1,225,4672023Revenue 2024: $2,701,469Expenses 2024: $2,185,587Net Income 2024: $515,8822024

Highlighted filing

2014

Revenue$3,338,015
Expenses$3,369,769
Net Income-$31,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE PEERY HOWABoard Chair And BoarPT$79,033-$79,033
SCOTT C ULBRICHBoard MemberPT$46,533-$46,533
ELIZABETH BERNHARDBoard Member-$1,000-$1,000
HERBERT C LIVSEYBoard Member-$0--
CHARLES H LIVSEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
LS Peery Foundation
EIN
81-0614105
Phone
8013233609
Address
PO Box 45385, Salt Lake City, UT 84145-0385

Signing Officer

Name
Herbert C Livsey Treasurer
Title
Treasurer
Phone
8013233609
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ruesch & Company LLC
Address
101 SOUTH 200 EAST SUITE 150, SALT LAKE CITY, UT 84111-1417
Preparer
Chortney B Ruesch CPA
Phone
8018729798
Raw XML AppendixShowing 400 of 622 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1RW Baird
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Wasatch Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Maywood Trust Company LLC
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Net Capital Gains/Losses on Investments. Investments and income are used to fund gifting.
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Dividends on Investments. Investments and income are used to fund gifting.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3Other Income. Investments and income are used to fund gifting.
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HERBERT C LIVSEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt036 S State St Suite 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Salt Lake City
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends of Animals Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Utah Open Lands
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Blaine County Hunger Coalition
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Ogden Nature Center
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO Box 682155
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt12188 S Highland Dr 203
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2121 Honeysuckle Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3966 W 12th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Park City
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2Bellevue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Ogden
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General financial support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General Financial Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends of Animals Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Heart & Soul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Intermountain Therapy Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Ogden Nature Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Utah Nordic Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5United Way of Salt Lake

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$2.70$2.19$0.52
2023Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$0.84$2.07$1.23
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.01$25.5$0.96$2.10$1.14
2021Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$4.96$1.95$3.01
2020Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$2.05$2.58$0.53
2019Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$2.49$3.67$1.18
2018Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$2.53$3.14$5.67
2017Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$2.57$3.36$0.79
2016Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.96$3.33$2.37
2015Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$2.60$3.21$0.61
2014Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$3.34$3.37$0.03
2013Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$1.39$3.00$1.61
2012Summary only. Only limited summary data is available for this year.$36.0$0.00$1.57$2.87$1.30
2011Summary only. Only limited summary data is available for this year.$37.3$0.00$1.66$2.68$1.01