Civic Intelligence

Altered Trajectory Foundation

990PF • Fiscal year 2021 • EIN 84-4112172

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization Profile
50 W Broadway Ste 333 Pmb 18207Salt Lake City, UT 84101

(650) 328-2758

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.0%

Higher net margin than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-22%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$155,929

Up $6,170 (+4.1%) from 2020

Net Assets

Up

$155,929

Up $6,170 (+4.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Down

$156,170

Down $43,589 (-22%) from 2020

Expenses

Up

$150,000

Up $100,000 (+200%) from 2020

Net Income

Down

$6,170

Down $143,589 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$200K$150K$100K$50K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $149,759Liabilities 2020: $0Net Assets 2020: $149,7592020Assets 2021: $155,929Liabilities 2021: $0Net Assets 2021: $155,9292021Assets 2022: $154,306Liabilities 2022: $0Net Assets 2022: $154,3062022Assets 2023: $155,435Liabilities 2023: $0Net Assets 2023: $155,4352023Assets 2024: $157,858Liabilities 2024: $0Net Assets 2024: $157,8582024

Highlighted filing

2021

Assets$155,929
Liabilities$0
Net Assets$155,929
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$100K$0-$100KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $199,759Expenses 2020: $50,000Net Income 2020: $149,7592020Revenue 2021: $156,170Expenses 2021: $150,000Net Income 2021: $6,1702021Revenue 2022: -$1,532Expenses 2022: $91Net Income 2022: -$1,6232022Revenue 2023: $2,129Expenses 2023: $1,000Net Income 2023: $1,1292023Revenue 2024: $2,423Expenses 2024: $0Net Income 2024: $2,4232024

Highlighted filing

2021

Revenue$156,170
Expenses$150,000
Net Income$6,170
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED S SMITHTrustee-$0--
JARED S SMITHChairman-$0--
JARED S SMITHPresident-$0--
JARED S SMITHSecretary-$0--
JARED S SMITHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Altered Trajectory Foundation
EIN
84-4112172
Phone
6503282758
Address
50 W BROADWAY STE 333 PMB 18207, SALT LAKE CITY, UT 84101

Signing Officer

Name
Jared Smith
Title
Trustee
Phone
6503282758
Signed
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Karuna Advisors
Address
800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025
Preparer
Janine Bisharat
Phone
6503282758
Raw XML Appendix326 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SUPPORT FOR HELPING HIGH ACHIEVING, LOW-INCOME, UNDERREPRESENTED STUDENTS GET INTO AND GRADUATE FROM TOP COLLEGES EQUIPPED TO ACHIEVE THEIR FULL CAREER POTENTIAL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE SUPPORT FOR EMERGENCY ASSISTANCE AND EDUCATIONAL AND PROFESSIONAL DEVELOPMENT TO AT-RISK AFGHANS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 FEDERAL STREET SUITE 1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt144 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06788
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt048975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0192187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0143212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt048975
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0143212
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0192187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048975
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DALSTON CAPITAL LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05940 S RAINBOW BLVD STE 400 PMB 182
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAS VEGAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089118
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt099758
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0THE WAVERTON ENDOWNMENT LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0105925
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0125019
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07257
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1089
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-2
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM PASSTHROUGH
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DEDUCTIONS FROM PASSTHROUGH
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SECTION 743(B) ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07257
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1089
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07257
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1089
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-2
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DALSTON CAPITAL LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05940 S RAINBOW BLVD STE 400 PMB
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt018207
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LAS VEGAS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd089118
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503282758
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTERED TRAJECTORY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALTE
ReturnHeader/Filer/EIN0844112172
ReturnHeader/Filer/PhoneNum06503282758
ReturnHeader/Filer/USAddress/AddressLine1Txt050 W BROADWAY STE 333 PMB 18207
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815353214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARUNA ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 OAK GROVE AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENLO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094025
ReturnHeader/PreparerPersonGrp/PhoneNum06503282758
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANINE BISHARAT
ReturnHeader/ReturnTs02022-11-04T16:23:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$155,929
Liabilities
$0
Net assets
$155,929
Revenue
$156,170
Expenses
$150,000
Net income
$6,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.56$1.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.00$0.50$1.50
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00