Civic Intelligence

Globous Relief Fund

990 • Fiscal year 2021 • EIN 84-1369453

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 23, 2022

1365 S Gladiola St Ste 4Salt Lake City, UT 84104-6525

(801) 977-0444

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

49th percentile

12%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$236,447

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-30%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$37,034,437

Up $3,657,155 (+11%) from 2020

Net Assets

Up

$36,594,425

Up $3,641,150 (+11%) from 2020

Liabilities

Up

$440,012

Up $16,005 (+3.8%) from 2020

Revenue

Down

$31,021,937

Down $13,005,657 (-30%) from 2020

Expenses

Up

$27,430,009

Up $1,961,950 (+7.7%) from 2020

Net Income

Down

$3,591,928

Down $14,967,607 (-81%) from 2020

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $29,562,399Liabilities 2010: $130,150Net Assets 2010: $29,432,2492010Assets 2011: $60,685,924Liabilities 2011: $180,166Net Assets 2011: $60,505,7582011Assets 2012: $60,850,468Liabilities 2012: $1,316,368Net Assets 2012: $59,534,1002012Assets 2013: $12,545,431Liabilities 2013: $1,073,642Net Assets 2013: $11,471,7892013Assets 2014: $36,576,642Liabilities 2014: $345,183Net Assets 2014: $36,231,4592014Assets 2015: $61,756,053Liabilities 2015: $387,979Net Assets 2015: $61,368,0742015Assets 2016: $59,356,262Liabilities 2016: $295,458Net Assets 2016: $59,060,8042016Assets 2017: $41,557,643Liabilities 2017: $561,125Net Assets 2017: $40,996,5182017Assets 2018: $17,009,467Liabilities 2018: $2,930,761Net Assets 2018: $14,078,7062018Assets 2019: $17,446,408Liabilities 2019: $3,052,668Net Assets 2019: $14,393,7402019Assets 2020: $33,377,282Liabilities 2020: $424,007Net Assets 2020: $32,953,2752020Assets 2021: $37,034,437Liabilities 2021: $440,012Net Assets 2021: $36,594,4252021Assets 2022: $18,311,414Liabilities 2022: $712,306Net Assets 2022: $17,599,1082022Assets 2023: $8,034,703Liabilities 2023: $697,097Net Assets 2023: $7,337,6062023Assets 2024: $3,860,709Liabilities 2024: $1,279,987Net Assets 2024: $2,580,7222024

Highlighted filing

2021

Assets$37,034,437
Liabilities$440,012
Net Assets$36,594,425

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $66,938,4402010Expenses 2011: $75,979,8702011Revenue 2012: $41,514,249Expenses 2012: $42,485,907Net Income 2012: -$971,6582012Revenue 2013: $34,601,926Expenses 2013: $82,664,504Net Income 2013: -$48,062,5782013Revenue 2014: $50,565,772Expenses 2014: $25,805,823Net Income 2014: $24,759,9492014Revenue 2015: $66,817,585Expenses 2015: $41,680,970Net Income 2015: $25,136,6152015Revenue 2016: $36,512,520Expenses 2016: $38,819,790Net Income 2016: -$2,307,2702016Revenue 2017: $57,189,077Expenses 2017: $75,253,363Net Income 2017: -$18,064,2862017Revenue 2018: $36,126,315Expenses 2018: $63,044,127Net Income 2018: -$26,917,8122018Revenue 2019: $62,202,700Expenses 2019: $61,887,666Net Income 2019: $315,0342019Revenue 2020: $44,027,594Expenses 2020: $25,468,059Net Income 2020: $18,559,5352020Revenue 2021: $31,021,937Expenses 2021: $27,430,009Net Income 2021: $3,591,9282021Revenue 2022: $11,430,356Expenses 2022: $30,537,597Net Income 2022: -$19,107,2412022Revenue 2023: $11,198,055Expenses 2023: $22,220,426Net Income 2023: -$11,022,3712023Revenue 2024: $5,089,834Expenses 2024: $9,846,718Net Income 2024: -$4,756,8842024

Highlighted filing

2021

Revenue$31,021,937
Expenses$27,430,009
Net Income$3,591,928
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 23, 2022
Return Version
2021v4.0
Gross Receipts
$31,840,017
Mission and Program Overview

Mission

The organization's vision is to continually work to improve healthcare. Efforts are marked by upgrading medical facilities, supplies and standards of delivery across the world. The organization is a medical resource humanitarian organization, committed to partnering with other charities, corporations and governments working to improve the delivery of healthcare across the world. The organization accomplishes the improvement of health care through the following five key deliverables: assessment, consulting, acquiring, packaging and distributing (apd), providing bio-tech solutions, training. The organization reduces unnecessary duplication of efforts among our partners and work to produce a synergistic environment that magnifies effort and social impact.

The mission of globus relief is to improve the delivery of healthcare worldwide by gathering, processing and distributing surplus medical and health supplies to charities at home and abroad.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$29,904,062$34,281,797▲ $4,377,735
Savings and Temporary Cash Investments$2,125,481$1,160,609▼ $964,872
Cash and Non-Interest-Bearing Accounts$1,042,598$976,874▼ $65,724
Accounts Receivable$187,070$392,778▲ $205,708
Land, Buildings, and Equipment, Net$71,939$154,912▲ $82,973
Prepaid Expenses and Deferred Charges$30,199$67,467▲ $37,268
Investments in Publicly Traded Securities$15,933--
Total Assets$33,377,282$37,034,437▲ $3,657,155
Liabilities
Accounts Payable and Accrued Expenses$424,007$440,012▲ $16,005
Total Liabilities$424,007$440,012▲ $16,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,953,275$36,594,425▲ $3,641,150
Total Net Assets Fund Balance$32,953,275$36,594,425▲ $3,641,150
Total Liabilities and Net Assets / Fund Balance$33,377,282$37,034,437▲ $3,657,155

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$154,912$633,912$788,824
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley RobinsonPresidentFT$217,718$18,729$236,447
Daniel HenrieChief FinancFT$136,243$14,177$150,420
Daniel HenrieChief Financial Off.-$136,243$14,177$150,420

Board Members and Trustees

NameTitle
Daniel DriggsDirector
David RussellDirector
Dennis Van LeeuwenDirector
Jeff LockhartDirector
Kelly Lee FarmerDirector
Mark PugsleyDirector
Kelly N FarmerCo-founder
Revenue and Support

Revenue Composition

Contributions and Grants
$28,748,427
Program Service Revenue
$2,244,146
Investment Income
$14,775
Other Revenue
$14,589
All Other Contributions
$28,474,715
Change in Net Assets
$3,591,928

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Drugs and Medical Supplies212$28,348,247Estimated Fair Market
Total Noncash Contributions212$28,348,247-

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,021,937
Revenue Not Reported on Form 990
$49,222
Total Revenue per Audited Statements
$31,071,159
Total Revenue per Form 990
$31,021,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,000,512
Other Expenses$1,833,560
Salaries, Compensation, and Employee Benefits$1,595,937
Total Fundraising Expense$95,167
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,979,696--$20,979,696
Foreign Grants$3,020,816--$3,020,816
Other Salaries and Wages$483,184$345,372$55,728$884,284
Occupancy$361,923$169,669$971$532,563
Current Officers, Directors, Trustees, and Key Employees$290,417$158,015$21,772$470,204
Other Employee Benefits$77,556$29,529$6,884$113,969
Payroll Taxes$30,643$63,071$5,565$99,279
All Other Expenses$52,678$10,673-$63,351
Office Expenses$37,350$14,993$1,607$53,950
Other Expenses$2,847$42,973$20$42,973
Information Technology$16,535$21,961$263$38,759
Pension Plan Contributions$19,202$7,307$1,692$28,201
Depreciation Depletion$21,791$4,658$665$27,114
Insurance-$22,669-$22,669
Fees for Services Other$11,549$6,274-$17,823
Fees for Services Accounting-$10,732-$10,732
Travel$8,806$935-$9,741
Fees for Services Legal$4,170$5,169-$9,339
Total Functional Expenses$26,356,823$978,019$95,167$27,430,009

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,430,009
Total Expenses per Audited Statements$27,430,009
Total Expenses per Form 990$27,430,009
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AdraSilver Springs, MD501c3Charitable Mission-
Baitumaal IncBelle Glade, FL501c3Charitable Mission-
Builders Without Borders of UtahOrem, UT3Charitable Mission-
Charity AnywhereBountiful, UT501c3Charitable Mission-
City of Midvale CbcMidvale, UT501c3Charitable Mission-
Eyes for ZimbabweBountiful, UT501c3Charitable Mission-
Federation De Mexicanos Unidos En UTaylorsville, UT501c3Charitable Mission-
Foundation of Orthopedics and ComplNew York, NY501c3Charitable Mission-
Granite School DistrictSalt Lake City, UT501c3Charitable Mission-
Hope ClinicMidvale, UT501c3Charitable Mission-
Hotspot (yaana Health Services)Milpitas, CA3Charitable Mission-
Islamic Medical Assc of North AmerLombard, IL501c3Charitable Mission-
Lds Humanitarian CenterSalt Lake City, UT501c3Charitable Mission-
Mountainland Applied Technology ColOrem, UT501c3Charitable Mission-
Mountainlands Community Health CentProvo, UT501c3Charitable Mission-
Muslim AidMclean, VA501c3Charitable Mission-
National Tongan American SocietySalt Lake City, UT3Charitable Mission-
Nuzzles & Co - Friends of AnimalsPark City, UT3Charitable Mission-
Penney AppealAlexandria, VA501c3Charitable Mission-
Rescue Mission of Salt Lake CitySalt Lake City, UT3Charitable Mission-
Restore GlobalCharlotte, NC3Charitable Mission-
Salt Lake City School Dist - NursinSalt Lake City, UT501c3Charitable Mission-
Salt Lake Donated DentalSalt Lake City, UT501c3Charitable Mission-
Utah Independent Living CenterSalt Lake City, UT501c3Charitable Mission-
Wayne Community Health CenterBicknell, UT-Charitable Mission-
Weber State UniversityOgden, UT-Charitable Mission-

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DirectorIn-kind DonationsNo$192,753
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Kelly lee farmer kelly n. Farmer director director family relationship

Form 990, Page 6, Part VI, Line 7A

Authority has been vested in class a directors to appoint class b directors.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the organization's controller. He compares figures presented to the audited financial statements and accounting records maintained by the organization.

Form 990, Page 6, Part VI, Line 12C

Each trustee is required to read and sign the conflict of interest policy. At the first of each year when we renew trustee terms we go through the process of reviewing the conflict of interest policy and once each trustee is in agreement with the terms, they are renewed as a trustee for another year.

Form 990, Page 6, Part VI, Line 15A

The president/ceo's compensation package is set by the board of directors. There is an executive committee that does due diligence on executive compensation packages in the philanthropic world from which they make a recommendation to the board of trustees. Based on that recommendation the board of directors votes on the president/ceo's compensation package.

Form 990, Page 6, Part VI, Line 15B

As for all other employees, their compensation is based according to a report that is provided by the utah nonprofit association on salary and compensation offered in utah's philanthropic community. The president and executive committee of the board looks at the mean salary of what is offered and do a comparison with what is offered in corporate america. Based on this information salary and any other compensation is determined along with a standard cost of living increase on a yearly basis.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon written request to the organization's business office.

Filing and Contact Details

Filer

Filer Name
Globus Relief
EIN
84-1369453
Phone
8019770444
Address
1365 S GLADIOLA ST STE 4, SALT LAKE CITY, UT 84104-6525

Signing Officer

Name
Daniel Henrie
Title
Chief Financial Off.
Phone
8019770444
Signed
2022-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Henrie
Formed
1996
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
5
Employees
49
Volunteers
200

Preparer

Firm
Bountiful Peak Advisors
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

In 2021 globus relief accomplished the following: - partnered with over 79 charities throughout the world comprised of 45 local & community, 26 medical mission, and 8 large international charity organizations. - filled over 616 requests for health care related humanitarian - 360 domestic orders and 256 international orders. - provided over 24 million in health care supplies, instruments and equipment. These accomplishments supported humanitarian projects such as refugee care, medical missions, hospitals and clinics, medical education, pharmaceuticals, services for individuals with disabilities, animal welfare, dental care, community health centers, and pediatric care. One of the most remarkable things about globus relief's mission and structure is its reach. Because of its network of charity partners working around the globe and around the clock, globus can touch literally thousands of lives a day and millions of lives a year.

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IRS990/Desc0IN 2021 GLOBUS RELIEF ACCOMPLISHED THE FOLLOWING: - PARTNERED WITH OVER 79 CHARITIES THROUGHOUT THE WORLD COMPRISED OF 45 LOCAL & COMMUNITY, 26 MEDICAL MISSION, AND 8 LARGE INTERNATIONAL CHARITY ORGANIZATIONS. - FILLED OVER 616 REQUESTS FOR HEALTH CARE RELATED HUMANITARIAN - 360 DOMESTIC ORDERS AND 256 INTERNATIONAL ORDERS. - PROVIDED OVER 24 MILLION IN HEALTH CARE SUPPLIES, INSTRUMENTS AND EQUIPMENT. THESE ACCOMPLISHMENTS SUPPORTED HUMANITARIAN PROJECTS SUCH AS REFUGEE CARE, MEDICAL MISSIONS, HOSPITALS AND CLINICS, MEDICAL EDUCATION, PHARMACEUTICALS, SERVICES FOR INDIVIDUALS WITH DISABILITIES, ANIMAL WELFARE, DENTAL CARE, COMMUNITY HEALTH CENTERS, AND PEDIATRIC CARE. ONE OF THE MOST REMARKABLE THINGS ABOUT GLOBUS RELIEF'S MISSION AND STRUCTURE IS ITS REACH. BECAUSE OF ITS NETWORK OF CHARITY PARTNERS WORKING AROUND THE GLOBE AND AROUND THE CLOCK, GLOBUS CAN TOUCH LITERALLY THOUSANDS OF LIVES A DAY AND MILLIONS OF LIVES A YEAR.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt088353479
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 25,548 REFUND OF PROPERTY TAXES 23,815
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06591521
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0HUMANITARIAN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt1HUMANITARIAN

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$1.28$2.58$5.09$9.85$4.76
2023Detailed filing. Detailed filing data is available for this year.$8.03$0.70$7.34$11.2$22.2$11.0
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.71$17.6$11.4$30.5$19.1
2021Detailed filing. Detailed filing data is available for this year.$37.0$0.44$36.6$31.0$27.4$3.59
2020Detailed filing. Detailed filing data is available for this year.$33.4$0.42$33.0$44.0$25.5$18.6
2019Detailed filing. Detailed filing data is available for this year.$17.4$3.05$14.4$62.2$61.9$0.32
2018Detailed filing. Detailed filing data is available for this year.$17.0$2.93$14.1$36.1$63.0$26.9
2017Detailed filing. Detailed filing data is available for this year.$41.6$0.56$41.0$57.2$75.3$18.1
2016Detailed filing. Detailed filing data is available for this year.$59.4$0.30$59.1$36.5$38.8$2.31
2015Detailed filing. Detailed filing data is available for this year.$61.8$0.39$61.4$66.8$41.7$25.1
2014Detailed filing. Detailed filing data is available for this year.$36.6$0.35$36.2$50.6$25.8$24.8
2013Detailed filing. Detailed filing data is available for this year.$12.5$1.07$11.5$34.6$82.7$48.1
2012Summary only. Only limited summary data is available for this year.$60.9$1.32$59.5$41.5$42.5$0.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$0.18$60.5$76.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$0.13$29.4$66.9