Civic Intelligence

Utahns for Balanced Government

990 • Fiscal year 2019 • EIN 83-2188922

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

940 Willowmere DriveKaysville, UT 84037

(801) 971-3601

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-16%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$27,019

Down $5,000 (-16%) from 2018

Net Assets

Down

$27,019

Down $5,000 (-16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$0

Down $55,050 (-100%) from 2018

Expenses

Down

$5,000

Down $18,031 (-78%) from 2018

Net Income

Down

-$5,000

Down $37,019 (-116%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2018: $32,019Liabilities 2018: $0Net Assets 2018: $32,0192018Assets 2019: $27,019Liabilities 2019: $0Net Assets 2019: $27,0192019Assets 2020: $22,019Liabilities 2020: $0Net Assets 2020: $22,0192020Assets 2021: $12,019Liabilities 2021: $0Net Assets 2021: $12,0192021Assets 2022: $12,019Liabilities 2022: $0Net Assets 2022: $12,0192022Assets 2023: $2,019Liabilities 2023: $0Net Assets 2023: $2,0192023

Highlighted filing

2019

Assets$27,019
Liabilities$0
Net Assets$27,019

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2018: $55,050Expenses 2018: $23,031Net Income 2018: $32,0192018Revenue 2019: $0Expenses 2019: $5,000Net Income 2019: -$5,0002019Revenue 2020: $3,000Expenses 2020: $8,000Net Income 2020: -$5,0002020Revenue 2021: $0Expenses 2021: $10,000Net Income 2021: -$10,0002021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $10,000Net Income 2023: -$10,0002023

Highlighted filing

2019

Revenue$0
Expenses$5,000
Net Income-$5,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Promote policies to protect balanced government in utah and raise general awareness of the issue.

Promote policies to protect balanced government.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,019$27,019▼ $5,000
Rtn Earn Endowment Incm Other Fnds$32,019$27,019▼ $5,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$32,019$27,019▼ $5,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,019$27,019▼ $5,000
Total Liabilities and Net Assets / Fund Balance$32,019$27,019▼ $5,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marty CarpenterPresident
Tyler CarpenterSecretary
Brad TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-5,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$5,000-$5,000
Total Functional Expenses$0$5,000$0$5,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Form 990, Part VI, Section A, Line 2

Marty carpenter and tyler carpenter have a family relationship.

Form 990, Part VI, Section A, Line 8B

The organization did not have any committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

A copy of the tax filing is available to board members for their review before filing the return.

Form 990, Part VI, Section C, Line 19

Documents required to be available to the public may be obtained by contacting the organization during regular business hours.

Filing and Contact Details

Filer

Filer Name
Utahns for Balanced Government
EIN
83-2188922
Phone
8019713601
Address
940 WILLOWMERE DRIVE, KAYSVILLE, UT 84037

Signing Officer

Name
Marty Carpenter
Title
Officer
Phone
8019713601
Signed
2020-10-15

Organization Details

Principal Officer
Marty Carpenter
Formed
2018
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Academica West LLC
Address
290 NORTH FLINT STREET, KAYSVILLE, UT 84037
Preparer
Ryan H Smith
Phone
8014449378
Raw XML Appendix246 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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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE POLICIES TO PROTECT BALANCED GOVERNMENT.
IRS990/BooksInCareOfDetail/PersonNm0BRAD A TAYLOR
IRS990/BooksInCareOfDetail/PhoneNum08014449378
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 N FLINT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KAYSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084037
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt05000
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5000
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05000
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0PROMOTION OF GENERAL AWARENESS OF BALANCED GOVERNEMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTY CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRAD TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2TYLER CARPENTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTE POLICIES TO PROTECT BALANCED GOVERNMENT IN UTAH AND RAISE GENERAL AWARENESS OF THE ISSUE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032019
IRS990/NetAssetsOrFundBalancesEOYAmt027019
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTY CARPENTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt055050
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt023031
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032019
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055050
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5000
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032019
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027019
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARTY CARPENTER AND TYLER CARPENTER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE TAX FILING IS AVAILABLE TO BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE OBTAINED BY CONTACTING THE ORGANIZATION DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTY CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08019713601
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAHNS FOR BALANCED GOVERNMENT
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0832188922
ReturnHeader/Filer/PhoneNum08019713601
ReturnHeader/Filer/USAddress/AddressLine1Txt0940 WILLOWMERE DRIVE
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:15:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACADEMICA WEST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 NORTH FLINT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KAYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084037
ReturnHeader/PreparerPersonGrp/PhoneNum08014449378
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN H SMITH
ReturnHeader/ReturnTs02020-10-15T15:15:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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