Civic Intelligence

Kamas Valley Community Foundation

990 • Fiscal year 2023 • EIN 81-2027252

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 25, 2024

Organization Profilewww.kamasvalleycf.org
285 East 400 SouthKamas, UT 84036

(435) 783-4301

Siviq Scores

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

Liabilities / Assets

69th percentile

0.12x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.55x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$7,500

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

72nd percentile

17%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

51%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$628,382

Flat from 2023

Net Assets

Flat

$553,882

Flat from 2023

Liabilities

Flat

$74,500

Flat from 2023

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin64th percentile

Revenue

Flat

$135,146

Flat from 2023

Expenses

Flat

$118,535

Flat from 2023

Net Income

Flat

$16,611

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$800K$600K$400K$200K$0Assets 2017: $0Net Assets 2017: $02017Assets 2018: $64,014Liabilities 2018: $54,551Net Assets 2018: $9,4632018Assets 2019: $128,149Liabilities 2019: $49,000Net Assets 2019: $79,1492019Assets 2020: $145,663Liabilities 2020: $27,585Net Assets 2020: $118,0782020Assets 2021: $617,940Liabilities 2021: $59,055Net Assets 2021: $558,8852021Assets 2022: $537,271Liabilities 2022: $0Net Assets 2022: $537,2712022Assets 2023: $628,382Liabilities 2023: $74,500Net Assets 2023: $553,8822023Assets 2023: $628,382Liabilities 2023: $74,500Net Assets 2023: $553,8822023

Highlighted filing

2023

Assets$628,382
Liabilities$74,500
Net Assets$553,882
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $02017Revenue 2018: $209,411Expenses 2018: $298,621Net Income 2018: -$89,2102018Revenue 2019: $216,709Expenses 2019: $147,023Net Income 2019: $69,6862019Revenue 2020: $109,586Expenses 2020: $70,657Net Income 2020: $38,9292020Revenue 2021: $565,145Expenses 2021: $124,338Net Income 2021: $440,8072021Revenue 2022: $89,590Expenses 2022: $111,204Net Income 2022: -$21,6142022Revenue 2023: $135,146Expenses 2023: $118,535Net Income 2023: $16,6112023Revenue 2023: $135,146Expenses 2023: $118,535Net Income 2023: $16,6112023

Highlighted filing

2023

Revenue$135,146
Expenses$118,535
Net Income$16,611
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 25, 2024
Return Version
2022v5.0
Gross Receipts
$211,369
Mission and Program Overview

Mission

To provide assistance in education and related programs for students in the South Summit School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$537,271$445,352▼ $91,919
Cash and Non-Interest-Bearing Accounts-$183,030-
Total Assets$537,271$628,382▲ $91,111
Liabilities
Accounts Payable and Accrued Expenses-$74,500-
Total Liabilities$0$74,500▲ $74,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$537,271$553,882▲ $16,611
Total Net Assets Fund Balance$537,271$553,882▲ $16,611
Total Liabilities and Net Assets / Fund Balance$537,271$628,382▲ $91,111
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Emily FlindersDirector$7,500$7,500

Board Members and Trustees

NameTitle
Shad SorensonChair
David SimmonsVice Chair
Jed MilburnTrustee
Sam AplanalpTrustee
Sarah SenftTrustee
Tenley BrancaTrustee
Ty MetcalfTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$52,647
Program Service Revenue
$0
Investment Income
$15,890
Other Revenue
$66,609
All Other Contributions
$52,647
Change in Net Assets
$16,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,788
Other Expenses$10,247
Salaries, Compensation, and Employee Benefits$7,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$81,250--$81,250
Grants to Domestic Orgs$19,538--$19,538
Office Expenses-$8,136-$8,136
Current Officers, Directors, Trustees, and Key Employees-$7,500-$7,500
Information Technology-$1,848-$1,848
Advertising-$263-$263
Total Functional Expenses$100,788$17,747$0$118,535
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Summit School DistrictKamas, UTGovSupport Education$19,538
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$142,832
Fundraising Direct Expenses$76,223
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$142,832$142,832$76,223$66,609
Total Events$142,832$142,832$76,223$66,609
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
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is provided to director for review and approval prior to electronic filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request just as are forms 990.”

Filing and Contact Details

Filer

Filer Name
South Summit Education Foundation
EIN
81-2027252
Phone
4357834301
Address
285 EAST 400 SOUTH, KAMAS, UT 84036

Signing Officer

Name
Shad Sorenson
Title
Chair
Phone
4357834301
Signed
2024-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shad Sorenson
Formed
2016
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

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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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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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SOUTH SUMMIT SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SOUTH SUMMIT SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SOUTH SUMMIT SCHOOL DISTRICT
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0537271
IRS990/TotalAssetsEOYAmt0628382
IRS990/TotalAssetsGrp/BOYAmt0537271
IRS990/TotalAssetsGrp/EOYAmt0628382
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt074500
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0553882
IRS990/TotalProgramServiceExpensesAmt0100788
IRS990/TotalReportableCompFromOrgAmt07500
IRS990/TotalRevenueGrp/ExclusionAmt082499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135146
IRS990/TotalVolunteersCnt010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0628382
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KAMAS
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IRS990/USAddress/ZIPCd084036
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IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAD SORENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04357834301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH SUMMIT EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0812027252
ReturnHeader/Filer/PhoneNum04357834301
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ReturnHeader/Filer/USAddress/CityNm0KAMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084036
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02024-05-13T13:57:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SORENSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$628,382
Liabilities
$74,500
Net assets
$553,882
Revenue
$135,146
Expenses
$118,535
Net income
$16,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.28$0.75$5.54$1.35$1.19$0.17
2023Summary only. Only limited summary data is available for this year.$6.28$0.75$5.54$1.35$1.19$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$0.90$1.11$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.59$5.59$5.65$1.24$4.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.28$1.18$1.10$0.71$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.49$0.79$2.17$1.47$0.70
2018Summary only. Only limited summary data is available for this year.$0.64$0.55$0.09$2.09$2.99$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00