Civic Intelligence

Owners First Association

990EZ • Fiscal year 2023 • EIN 82-1034031

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 11, 2024

Organization Profilewww.ownersfirst.org
PO Box 13761Ogden, UT 84404

(801) 710-2590

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

69%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$22,800

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

479%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

176%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$96,486

Up $79,830 (+479%) from 2022

Net Assets

Up

$96,486

Up $79,830 (+479%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin98th percentile

Revenue

Up

$84,006

Up $53,624 (+176%) from 2022

Expenses

Up

$26,292

Up $12,566 (+92%) from 2022

Net Income

Up

$57,714

Up $41,058 (+247%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$300K$200K$100K$0Assets 2022: $16,656Liabilities 2022: $0Net Assets 2022: $16,6562022Assets 2023: $96,486Liabilities 2023: $0Net Assets 2023: $96,4862023Assets 2024: $149,478Liabilities 2024: $0Net Assets 2024: $149,4782024Assets 2025: $250,332Liabilities 2025: $0Net Assets 2025: $250,3322025

Highlighted filing

2023

Assets$96,486
Liabilities$0
Net Assets$96,486
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0Revenue 2022: $30,382Expenses 2022: $13,726Net Income 2022: $16,6562022Revenue 2023: $84,006Expenses 2023: $26,292Net Income 2023: $57,7142023Revenue 2024: $80,100Expenses 2024: $27,108Net Income 2024: $52,9922024Revenue 2025: $142,000Expenses 2025: $41,146Net Income 2025: $100,8542025

Highlighted filing

2023

Revenue$84,006
Expenses$26,292
Net Income$57,714
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 11, 2024
Return Version
2023v5.0
Gross Receipts
$84,006
Mission and Program Overview

Mission

Offer resources to the commercial real estate industry.

Program Services

DescriptionGrantsExpenses
Offer resources to the commercial real estate industry. This has included several newsletters, especially pertaining to planning and preparing for winter storms (snow and ice), floods, maintenance of HVAC equipment, etc.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelli MenegosExecutive DirectorPT$22,800-$22,800
Suzanne BrandtPresident-$0--
Richard SnyderExecutive Vice President-$0--
Edward McCormackTreasurer-$0--
Ian AckermanSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Owners First Association
EIN
82-1034031
Phone
8017102590
Address
PO Box 13761, Ogden, UT 84404

Signing Officer

Name
Shelli Menegos
Title
Executive Director
Phone
8017102590
Signed
2024-04-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Credit Card Processing and Bank Fees;1402|Quickbooks Monthly Online Fee;386|Website Hosting;1478^Total;3266^”

Form 990-EZ, Part I, Line 20

“Description;Amount^Corporate Funding of Bank Account;22116^Total;22116^”

Raw XML Appendix134 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Shelli Menegos
IRS990EZ/BooksInCareOfDetail/PhoneNum08017102590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0465 E 3375 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Ogden
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096486
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt057714
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096486
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084006
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt084006
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096486
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt422800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard Snyder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward McCormack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ian Ackerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shelli Menegos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt022116
IRS990EZ/OtherExpensesTotalAmt03266
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Offer resources to the commercial real estate industry.
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer resources to the commercial real estate industry. This has included several newsletters, especially pertaining to planning and preparing for winter storms (snow and ice), floods, maintenance of HVAC equipment, etc.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt026292
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt084006
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ownersfirst.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Credit Card Processing and Bank Fees;1402|Quickbooks Monthly Online Fee;386|Website Hosting;1478^Total;3266^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Corporate Funding of Bank Account;22116^Total;22116^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelli Menegos
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08017102590
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWNERS FIRST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OWNE
ReturnHeader/Filer/EIN0821034031
ReturnHeader/Filer/PhoneNum08017102590
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 13761
ReturnHeader/Filer/USAddress/CityNm0Ogden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084404
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-04-11T11:20:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Shelli
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Menegos
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$96,486
Liabilities
$0
Net assets
$96,486
Revenue
$84,006
Expenses
$26,292
Net income
$57,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.42$0.41$1.01
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.80$0.27$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.84$0.26$0.58
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.30$0.14$0.17