Civic Intelligence

Umta Jordan River Chapter or Jordan River Chapter Umta

EIN 82-1829557 • South Jordan, UT

3860 E Coral Dune DrSouth Jordan, UT 84009
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

26th percentile

-19%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-25%

Faster asset growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,787

Down $1,252 (-25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,787

Down $1,252 (-25%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Up

$6,502

Up $1,884 (+41%) from 2023

Expenses

Up

$7,749

Up $2,139 (+38%) from 2023

Net Income

Down

-$1,247

Down $255 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2020: $4,003Liabilities 2020: $02020Assets 2021: $5,273Liabilities 2021: $1Net Assets 2021: $5,2732021Assets 2022: $5,741Liabilities 2022: $1Net Assets 2022: $5,7412022Assets 2023: $5,039Liabilities 2023: $0Net Assets 2023: $5,0392023Assets 2024: $3,787Liabilities 2024: $0Net Assets 2024: $3,7872024

Highlighted filing

2024

Assets$3,787
Liabilities$0
Net Assets$3,787
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2020: $4,705Expenses 2020: $3,792Net Income 2020: $9132020Revenue 2021: $3,160Expenses 2021: $1,890Net Income 2021: $1,2702021Revenue 2022: $6,115Expenses 2022: $5,647Net Income 2022: $4682022Revenue 2023: $4,618Expenses 2023: $5,610Net Income 2023: -$9922023Revenue 2024: $6,502Expenses 2024: $7,749Net Income 2024: -$1,2472024

Highlighted filing

2024

Revenue$6,502
Expenses$7,749
Net Income-$1,247
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,787
Liabilities
$0
Net assets
$3,787
Revenue
$6,502
Expenses
$7,749
Net income
-$1,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3,787$0$3,787$6,502$7,749$1,247
2023Detailed filing. Detailed filing data is available for this year.$5,039$0$5,039$4,618$5,610$992
2022Detailed filing. Detailed filing data is available for this year.$5,741$1$5,741$6,115$5,647$468
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,273$1$5,273$3,160$1,890$1,270
2020Summary only. Only limited summary data is available for this year.$4,003$0$4,705$3,792$913
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Aug 5, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE DANIELSPresident-$0--
BRIAN BENTLEYVice President-$0--
TAUNYA KAY PERRY2nd VP-$0--
SHELLIE BIRDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Umta Jordan River Chapter
EIN
82-1829557
Phone
4358408160
Address
3860 E CORAL DUNE DR, SOUTH JORDAN, UT 84009

Signing Officer

Name
Shellie Bird
Title
Treasurer
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Jack & Company
Address
12465 Fort Street Suite 200, Draper, UT 84020
Preparer
J Eric Jack
Phone
8012650967
Raw XML Appendix179 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
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ReturnHeader/Filer/EIN0821829557
ReturnHeader/Filer/PhoneNum04358408160
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012465 Fort Street Suite 200
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ReturnHeader/PreparerPersonGrp/PhoneNum08012650967
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Eric Jack
ReturnHeader/ReturnTs02025-08-05T07:55:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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