Civic Intelligence

Umta Jordan River Chapter or Jordan River Chapter Umta

990PF • Fiscal year 2024 • EIN 82-1829557

Jun 01, 2023 to May 31, 2024 • Filed on Aug 05, 2025

Organization Profile
3860 E Coral Dune DrSouth Jordan, UT 84009

(435) 840-8160

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-19%

Higher net margin than 22% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$3,787

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

Net Assets

Down

$3,787

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin22nd 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

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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 Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay79th 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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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1247
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VALERIE DANIELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRIAN BENTLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TAUNYA KAY PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHELLIE BIRD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt22ND VP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06506 S SOLSTICE CT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST JORDAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOUTH JORDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SOUTH JORDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3UT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03860 E CORAL DUNE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH JORDAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084009
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHELLIE BIRD
IRS990PF/StatementsRegardingActyGrp/PhoneNum04358408160
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01415
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09214
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09214
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING, SUPPLIES, CONFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07749
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLIE BIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMTA JORDAN RIVER CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0UMTA
ReturnHeader/Filer/EIN0821829557
ReturnHeader/Filer/PhoneNum04358408160
ReturnHeader/Filer/USAddress/AddressLine1Txt03860 E CORAL DUNE DR
ReturnHeader/Filer/USAddress/CityNm0SOUTH JORDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870501816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jack & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012465 Fort Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Draper
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084020
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits