Civic Intelligence

Norman and Barbara Tanner 1999 Charitable Support Trust II

EIN 85-6462699 • 501(c)3 • Santa Fe, NM

Profile

The norman and barbara tanner 1999 charitable support trust ii was established to support the utah symphony & opera.

745 Calle Del ResplandorSanta Fe, NM 87505
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.1%

Higher net margin than 32% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

9.3%

Faster asset growth than 51% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-3.6%

Faster revenue growth than 30% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,617,800

Up $221,816 (+9.3%) from 2023

Liabilities

Up

$318

Up $318 from 2023

Net Assets

Up

$2,617,482

Up $221,498 (+9.2%) from 2023

Revenue

Down

$142,473

Down $5,277 (-3.6%) from 2023

Expenses

Down

$142,600

Down $5,000 (-3.4%) from 2023

Net Income

Down

-$127

Down $277 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2021: $2,233,045Liabilities 2021: $0Net Assets 2021: $2,233,0452021Assets 2022: $2,496,093Liabilities 2022: $0Net Assets 2022: $2,496,0932022Assets 2023: $2,395,984Liabilities 2023: $0Net Assets 2023: $2,395,9842023Assets 2024: $2,617,800Liabilities 2024: $318Net Assets 2024: $2,617,4822024

Highlighted filing

2024

Assets$2,617,800
Liabilities$318
Net Assets$2,617,482

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2021: $166,219Expenses 2021: $165,256Net Income 2021: $9632021Revenue 2022: $189,964Expenses 2022: $190,756Net Income 2022: -$7922022Revenue 2023: $147,750Expenses 2023: $147,600Net Income 2023: $1502023Revenue 2024: $142,473Expenses 2024: $142,600Net Income 2024: -$1272024

Highlighted filing

2024

Revenue$142,473
Expenses$142,600
Net Income-$127

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.0
Gross Receipts
$142,473
Mission and Program Overview

Mission

The norman and barbara tanner 1999 charitable support trust ii was established to support the utah symphony & opera.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,395,663$2,617,288▲ $221,625
Cash and Non-Interest-Bearing Accounts$321$512▲ $191
Total Assets$2,395,984$2,617,800▲ $221,816
Liabilities
Other Liabilities-$318-
Total Liabilities$0$318▲ $318
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,395,984$2,617,482▲ $221,498
Total Net Assets Fund Balance$2,395,984$2,617,482▲ $221,498
Total Liabilities and Net Assets / Fund Balance$2,395,984$2,617,800▲ $221,816

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$2,617,288--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$142,473
Other Revenue
$0
Change in Net Assets
$-127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$141,500
Other Expenses$1,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,500--$141,500
Fees for Services Accounting-$1,100-$1,100
Total Functional Expenses$141,500$1,100$0$142,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Utah Symphony & OperaSalt Lake City, UT501c3Symphony Funding$141,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Leslie P.$318
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, Page 6, Part VI, Line 11B

Board is provided a copy of the 990 prior to signing and filing.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Norman and Barbara Tanner 1999
EIN
85-6462699
Address
745 CALLE DEL RESPLANDOR, SANTA FE, NM 87505

Signing Officer

Name
Deon T Hilger
Title
Chair
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deon T Hilger
Formed
2020
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Wsrp Advisory LLC
Address
155 N 400 W STE 400, SALT LAKE CITY, UT 84103
Preparer
Derek W Weil CPA
Phone
8013282011
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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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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD IS PROVIDED A COPY OF THE 990 PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02395984
IRS990/TotalAssetsEOYAmt02617800
IRS990/TotalAssetsGrp/BOYAmt02395984
IRS990/TotalAssetsGrp/EOYAmt02617800
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0141500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142600
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0318
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0318
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02395984
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02617482
IRS990/TotalProgramServiceExpensesAmt0141500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142473
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142473
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02395984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02617800
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEON T HILGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN AND BARBARA TANNER 1999
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE SUPPORT TRUST II
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0856462699
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 CALLE DEL RESPLANDOR
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990841184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WSRP ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N 400 W STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084103
ReturnHeader/PreparerPersonGrp/PhoneNum08013282011
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK W WEIL CPA
ReturnHeader/ReturnTs02025-07-24T14:33:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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