Civic Intelligence

The Little Bear Foundation

EIN 82-5526588 • 501(c)3 • Spanish Fork, UT

Profile

Provide educational grants for higher education

165 E 900 N 877Spanish Fork, UT 84660
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$80,766

Up $60,026 (+289%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

$80,766

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin90th percentile

Revenue

Up

$117,149

Up $103,144 (+736%) from 2019

Expenses

Up

$57,122

Up $53,457 (+1459%) from 2019

Net Income

Up

$60,027

Up $49,687 (+481%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2019: $20,740Liabilities 2019: $02019Assets 2020: $80,766Liabilities 2020: $0Net Assets 2020: $80,7662020

Highlighted filing

2020

Assets$80,766
Liabilities$0
Net Assets$80,766
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2019: $14,005Expenses 2019: $3,665Net Income 2019: $10,3402019Revenue 2020: $117,149Expenses 2020: $57,122Net Income 2020: $60,0272020

Highlighted filing

2020

Revenue$117,149
Expenses$57,122
Net Income$60,027
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,766
Liabilities
$0
Net assets
$80,766
Revenue
$117,149
Expenses
$57,122
Net income
$60,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.17$0.57$0.60
2019Summary only. Only limited summary data is available for this year.$0.21$0.00$0.14$0.04$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Gross Receipts
$117,149
Mission and Program Overview

Mission

Provide educational grants for higher education

Provide educational grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,740$80,766▲ $60,026
Total Assets$20,740$80,766▲ $60,026
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,740$80,766▲ $60,026
Total Net Assets Fund Balance$20,740$80,766▲ $60,026
Total Liabilities and Net Assets / Fund Balance$20,740$80,766▲ $60,026
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James DownwardDirector
Tina WeipertDirector
Warren RicksDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$117,136
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
All Other Contributions
$117,136
Change in Net Assets
$60,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,847
Other Expenses$275
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,847--$56,847
Office Expenses$275--$275
Total Functional Expenses$57,122$0$0$57,122
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“James downward and warren ricks reviewed the 990 return including”

Part VI Line 11B

“All schedules before filing with the irs”

Part VI Line 19

“By written request at return address”

Filing and Contact Details

Filer

Filer Name
The Little Bear Foundation
EIN
82-5526588
In Care Of
% WARREN RICKS
Phone
8015097221
Address
165 E 900 N 877, SPANISH FORK, UT 84660

Signing Officer

Name
Warren Ricks
Title
Director
Phone
8015097221
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Ricks
Formed
2018
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Ophir National Tax & Financial S
Address
555 EAST 4500 SOUTH SUITE C150, SALT LAKE CITY, UT 84107
Preparer
Steven Sorensen
Phone
8017383469
Raw XML Appendix262 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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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08015097221
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LITTLE BEAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THEL
ReturnHeader/Filer/EIN0825526588
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ReturnHeader/Filer/PhoneNum08015097221
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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