Civic Intelligence

Intermountain United Way Foundation Inc.

990EZ • Fiscal year 2021 • EIN 84-1384550

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 10, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

38%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

830%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,727

Up $15,503 (+38%) from 2020

Net Assets

Up

$56,727

Up $15,503 (+38%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

$15,553

Up $13,881 (+830%) from 2020

Expenses

Down

$50

Down $5,999 (-99%) from 2020

Net Income

Up

$15,503

Up $19,880 (+454%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$56,727
Liabilities-
Net Assets$56,727
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$15,553
Expenses$50
Net Income$15,503
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 10, 2021
Return Version
2020v4.1
Gross Receipts
$15,553
Mission and Program Overview

Mission

Provide operating funds for united way

Program Services

DescriptionGrantsExpenses
SOLICIT AND ACCEPT FUNDS, PROPERTY, WHETHER REALOR PERSONAL TO PROVIDE OPERATING FUNDS AS A CONTRIBUTIONTO THE UNITED WAY OF IDAHO FALLS AND TO OTHER 501(c)(3) ORGANIZATIONS.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FREWTreasurer-$0--
CHRISTINE LEEPresident-$0--
RON CRONEVice Board Chair-$0--
BARBARA MORRISSecretary-$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
Christine Lee
Title
Chairman
Phone
2085222674
Signed
2021-08-10

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

“Gain on securities 14337.”

Form 990EZ, Part I, Line 16

“LOSS ON SECURITIES”

Form 990EZ, Part I, Line 16

“INVESTMENT FEES 50.”

Form 990EZ, Part II, Line 26

“UNITED WAY PAYABLE”

Raw XML Appendix164 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02085222674
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IDAHO FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041224
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015503
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt01216
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON CRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/OtherRevenueTotalAmt014337
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE OPERATING FUNDS FOR UNITED WAY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOLICIT AND ACCEPT FUNDS, PROPERTY, WHETHER REALOR PERSONAL TO PROVIDE OPERATING FUNDS AS A CONTRIBUTIONTO THE UNITED WAY OF IDAHO FALLS AND TO OTHER 501(c)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt015553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The sole source of income for the foundation is investment earnings on principal amounts originally donated to the organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 17a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07487
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.01960
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.37940
IRS990ScheduleA/PublicSupportTotal170Amt0150
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150
IRS990ScheduleA/TotalSupportAmt07637
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GAIN ON SECURITIES 14337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOSS ON SECURITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNITED WAY PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02085222674
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
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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/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/PreparationDt02021-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT B POULSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-12T08:55:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,727
Liabilities
-
Net assets
$56,727
Revenue
$15,553
Expenses
$50
Net income
$15,503
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