Civic Intelligence

Circle E W Ranch Conservancy Foundation

990PF • Fiscal year 2018 • EIN 83-0317657

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 21, 2019

PO Box 648Jackson, WY 83001

(801) 415-3000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$15,249,009

Down $1,465 (-0.0%) from 2017

Net Assets

Down

$15,224,575

Down $25,899 (-0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$9,039

Down $1,811 (-17%) from 2017

Expenses

Down

$10,504

Down $2,300 (-18%) from 2017

Net Income

Up

-$1,465

Up $489 (+25%) from 2017

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,000,000Liabilities 2010: $0Net Assets 2010: $15,000,0002010Assets 2011: $15,000,000Liabilities 2011: $0Net Assets 2011: $15,000,0002011Assets 2012: $15,000,000Liabilities 2012: $0Net Assets 2012: $15,000,0002012Assets 2013: $15,251,866Liabilities 2013: $1Net Assets 2013: $15,251,8662013Assets 2014: $15,260,566Liabilities 2014: $1Net Assets 2014: $15,260,5662014Assets 2015: $15,269,411Liabilities 2015: $02015Assets 2016: $15,252,427Liabilities 2016: $0Net Assets 2016: $15,252,4272016Assets 2017: $15,250,474Liabilities 2017: $0Net Assets 2017: $15,250,4742017Assets 2018: $15,249,009Liabilities 2018: $0Net Assets 2018: $15,224,5752018Assets 2019: $15,243,121Liabilities 2019: $1Net Assets 2019: $15,243,1212019Assets 2020: $15,236,564Liabilities 2020: $1Net Assets 2020: $15,236,5642020Assets 2021: $15,241,301Liabilities 2021: $300Net Assets 2021: $15,241,0012021Assets 2022: $15,241,868Liabilities 2022: $300Net Assets 2022: $15,241,5682022Assets 2023: $15,242,327Liabilities 2023: $300Net Assets 2023: $15,242,0272023Assets 2024: $15,254,484Liabilities 2024: $0Net Assets 2024: $15,254,4842024

Highlighted filing

2018

Assets$15,249,009
Liabilities$0
Net Assets$15,224,575

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $253,716Expenses 2013: $1,850Net Income 2013: $251,8662013Revenue 2014: $11,050Expenses 2014: $2,350Net Income 2014: $8,7002014Revenue 2015: $9,859Expenses 2015: $1,014Net Income 2015: $8,8452015Revenue 2016: $9,865Expenses 2016: $26,849Net Income 2016: -$16,9842016Revenue 2017: $10,850Expenses 2017: $12,804Net Income 2017: -$1,9542017Revenue 2018: $9,039Expenses 2018: $10,504Net Income 2018: -$1,4652018Revenue 2019: $20,371Expenses 2019: $26,257Net Income 2019: -$5,8862019Revenue 2020: $27,381Expenses 2020: $33,938Net Income 2020: -$6,5572020Revenue 2021: $38,099Expenses 2021: $33,662Net Income 2021: $4,4372021Revenue 2022: $47,171Expenses 2022: $46,604Net Income 2022: $5672022Revenue 2023: $31,362Expenses 2023: $30,903Net Income 2023: $4592023Revenue 2024: $46,215Expenses 2024: $33,758Net Income 2024: $12,4572024

Highlighted filing

2018

Revenue$9,039
Expenses$10,504
Net Income-$1,465
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 21, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth TraversoPresident / Director-$0--
Michael TraversoDirector VP-$0--
Kim PrebishSecretary / Director-$0--
Filing and Contact Details

Filer

Filer Name
Circle Ew Ranch Conservancy Foundation
EIN
83-0317657
Phone
8014153000
Address
PO BOX 648, JACKSON, WY 83001

Signing Officer

Name
Elizabeth Traverson
Title
Director
Signed
2019-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Prince Hansen Group Pllc
Address
11075 SOUTH STATE STREET STE 4, SANDY, UT 84070
Preparer
Douglas R Hansen
Phone
8018925900
Raw XML Appendix266 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0Cash is accumulated so the annual contribution can be made to keep the foundation in good standing.
ExplnOfNonFilingWithAGStmt/ExplanationTxt0ISNT REQUIRED IN THE STATE OF WYOMING.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0243755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0219321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02066 shares of Chevron Corp CVX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONEY MARKET FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011937
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011937
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011937
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012111
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0174
IRS990PF/DistributableAmountGrp/TotalTaxAmt0174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0174
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0174
IRS990PF/FMVAssetsEOYAmt015224575
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015249800
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0243755
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0219321
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IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt015000000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt015000000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt015000000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05254
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05254
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0674
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-25225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015250474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015249009
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015224575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015250474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015224575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015250474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015224575
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0248673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06461
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0242212
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06461
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012111
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0242212
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0248673
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Elizabeth Traverso
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael Traverso
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kim Prebish
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President / Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIR VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary / Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Jackson
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PRIVATE FOUNDATION IS A CONSERVANCY FOUNDATION, IN OTHER WORDS LAND WAS CONTRIBUTED
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TO PRIVATE FOUNDATION TO SAVE IT FROM FURTHER DEVELOPMENT. THERE IS NO OTHER ACTIVITY
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2IN THIS PRIVATE FOUNDATION OTHER THAN THE LAND SITTING IN ITS UNDEVELOPED STATE.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3FUNDS WERE TRANSFERRED IN TO TAKE CARE OF ANY EXPENSES ASSOCIATED WITH PF
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PRINCE HANSEN GROUP PLLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum08018925900
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Private Foundation is a conservancy foundation, in other words land was contributed to private foundation to save it from further development. There is no other activity in this private foundation other than the land sitting in its undeveloped state and investments to cover the operating costs of the foundation.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03124
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06876
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011937
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06876
LandEtcSchedule2/LandEtcGrp/BookValueAmt015000000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt015000000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt015000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024434
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Reduction to FMV on Stock
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0331
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRANSFER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0331
TaxesSchedule/TaxesDetail/Amt078
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Traverson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIRCLE EW RANCH CONSERVANCY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CIRC
ReturnHeader/Filer/EIN0830317657
ReturnHeader/Filer/PhoneNum08014153000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 648
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA8ED68F621BC61D5233D8CFA371F01688B69FAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05737EDAC02D49E1755734713D1B3327D99E1E1BD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.103.89
ReturnHeader/FilingSecurityInformation/IPDt02019-07-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm021:34:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRINCE HANSEN GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011075 SOUTH STATE STREET STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084070
ReturnHeader/PreparerPersonGrp/PhoneNum08018925900
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS R HANSEN
ReturnHeader/ReturnTs02019-07-16T04:37:15-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.05$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.04$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.01$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$15.3$0.00$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.01$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.25$0.00$0.25
2012Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.00
2011Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.00
2010Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.00