Civic Intelligence

Intermountain United Way Foundation Inc.

990EZ • Fiscal year 2016 • EIN 84-1384550

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 12, 2017

Organization ProfileN/A
330 Shoup AveIdaho Falls, ID 83402

(208) 522-2674

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.8%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,628

Down $2,817 (-6.8%) from 2015

Net Assets

Down

$38,628

Down $2,817 (-6.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$2,118

Down $1,852 (-47%) from 2015

Expenses

Up

$4,935

Up $4,885 (+9770%) from 2015

Net Income

Down

-$2,817

Down $6,737 (-172%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80K$60K$40K$20K$0Assets 2015: $41,445Net Assets 2015: $41,4452015Assets 2016: $38,628Net Assets 2016: $38,6282016Assets 2017: $45,465Net Assets 2017: $45,4652017Assets 2019: $45,601Liabilities 2019: $02019Assets 2020: $41,224Net Assets 2020: $41,2242020Assets 2021: $56,727Net Assets 2021: $56,7272021Assets 2022: $59,428Net Assets 2022: $59,4282022Assets 2023: $56,885Net Assets 2023: $56,8852023Assets 2024: $66,020Net Assets 2024: $66,0202024Assets 2025: $71,676Net Assets 2025: $71,6762025

Highlighted filing

2016

Assets$38,628
Liabilities-
Net Assets$38,628
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2015: $3,970Expenses 2015: $50Net Income 2015: $3,9202015Revenue 2016: $2,118Expenses 2016: $4,935Net Income 2016: -$2,8172016Revenue 2017: $6,887Expenses 2017: $50Net Income 2017: $6,8372017Revenue 2019: $4,188Expenses 2019: $0Net Income 2019: $4,1882019Revenue 2020: $1,672Expenses 2020: $6,049Net Income 2020: -$4,3772020Revenue 2021: $15,553Expenses 2021: $50Net Income 2021: $15,5032021Revenue 2022: $2,892Expenses 2022: $191Net Income 2022: $2,7012022Revenue 2023: $1,550Expenses 2023: $4,093Net Income 2023: -$2,5432023Revenue 2024: $9,210Expenses 2024: $75Net Income 2024: $9,1352024Revenue 2025: $5,706Expenses 2025: $50Net Income 2025: $5,6562025

Highlighted filing

2016

Revenue$2,118
Expenses$4,935
Net Income-$2,817
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 12, 2017
Return Version
2016v3.0
Gross Receipts
$2,118
Mission and Program Overview

Mission

Provide operating funds for united way

Program Services

DescriptionGrantsExpenses
SOLICIT AND ACCEPT FUNDS, PROPERTY, WHETHER REAL OR PERSONAL TO PROVIDE OPERATING FUNDS AS A CONTRIBUTION TO THE UNITED WAY OF IDAHO FALLS AND TO OTHER 501(c)(3) ORGANIZATIONS.-$4,935
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY KELLYTreasurer-$0--
JIM SCHROEDERDirector-$0--
DOUG CRABTREEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Intermountain United Way Foundation
EIN
84-1384550
Phone
2085222674
Address
330 SHOUP AVE, IDAHO FALLS, ID 83402

Signing Officer

Name
Doug Crabtree
Title
Chairman
Phone
2085222674
Signed
2017-06-12

Preparer

Firm
Jensen Poulsen & Co PLLC
Address
PO BOX 50700, Idaho Falls, ID 83405
Preparer
Sheri L Poulsen
Phone
2085222295
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“OTHER 700.”

Form 990EZ, Part I, Line 16

“TRANSFERS 4935.”

Form 990EZ, Part II, Line 26

“UNITED WAY PAYABLE”

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHY KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum02085222674
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 SHOUP AVE SUITE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IDAHO FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2817
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038628
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02118
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01418
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038628
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUG CRABTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04935
IRS990EZ/OtherRevenueTotalAmt0700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE OPERATING FUNDS FOR UNITED WAY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOLICIT AND ACCEPT FUNDS, PROPERTY, WHETHER REAL OR PERSONAL TO PROVIDE OPERATING FUNDS AS A CONTRIBUTION TO THE UNITED WAY OF IDAHO FALLS AND TO OTHER 501(c)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04935
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04935
IRS990EZ/TotalProgramServiceExpensesAmt04935
IRS990EZ/TotalRevenueAmt02118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01626
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011306
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31260
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.32900
IRS990ScheduleA/PublicSupportTotal170Amt05141
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05141
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05141
IRS990ScheduleA/TotalSupportAmt016447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFERS 4935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNITED WAY PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG CRABTREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02085222674
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERMOUNTAIN UNITED WAY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0841384550
ReturnHeader/Filer/PhoneNum02085222674
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 SHOUP AVE
ReturnHeader/Filer/USAddress/CityNm0IDAHO FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0233B4AC8F6371B077C69D1FBEEE8540DC9E3D51C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EEC8F82D8365B5A4C1E255A66D86922EFB965801
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.227.241.82
ReturnHeader/FilingSecurityInformation/IPDt02017-06-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:03:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jensen Poulsen & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 50700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Idaho Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083405
ReturnHeader/PreparerPersonGrp/PhoneNum02085222295
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERI L POULSEN
ReturnHeader/ReturnTs02017-06-30T11:04:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,628
Liabilities
-
Net assets
$38,628
Revenue
$2,118
Expenses
$4,935
Net income
-$2,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.7$71.7$5.71$0.05$5.66
2024Detailed filing. Detailed filing data is available for this year.$66.0$66.0$9.21$0.08$9.14
2023Detailed filing. Detailed filing data is available for this year.$56.9$56.9$1.55$4.09$2.54
2022Detailed filing. Detailed filing data is available for this year.$59.4$59.4$2.89$0.19$2.70
2021Detailed filing. Detailed filing data is available for this year.$56.7$56.7$15.6$0.05$15.5
2020Detailed filing. Detailed filing data is available for this year.$41.2$41.2$1.67$6.05$4.38
2019Summary only. Only limited summary data is available for this year.$45.6$0.00$4.19$0.00$4.19
2017Detailed filing. Detailed filing data is available for this year.$45.5$45.5$6.89$0.05$6.84
2016Detailed filing. Detailed filing data is available for this year.$38.6$38.6$2.12$4.94$2.82
2015Detailed filing. Detailed filing data is available for this year.$41.4$41.4$3.97$0.05$3.92