Civic Intelligence

The Sarah Daft Home

990 • Fiscal year 2016 • EIN 87-0213532

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

737 S 1300 ESalt Lake City, UT 84102

(801) 582-5104

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$52,500

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-4.3%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$752,943

Down $203,249 (-21%) from 2015

Net Assets

Down

$721,779

Down $224,199 (-24%) from 2015

Liabilities

Up

$31,164

Up $20,950 (+205%) from 2015

Revenue

Down

$925,448

Down $41,662 (-4.3%) from 2015

Expenses

Up

$1,166,857

Up $69,089 (+6.3%) from 2015

Net Income

Down

-$241,409

Down $110,751 (-85%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $1,718,380Liabilities 2011: $44,513Net Assets 2011: $1,673,8672011Assets 2012: $1,113,468Liabilities 2012: $36,103Net Assets 2012: $1,077,3652012Assets 2013: $1,114,224Liabilities 2013: $34,326Net Assets 2013: $1,079,8982013Assets 2014: $1,116,221Liabilities 2014: $30,333Net Assets 2014: $1,085,8882014Assets 2015: $956,192Liabilities 2015: $10,214Net Assets 2015: $945,9782015Assets 2016: $752,943Liabilities 2016: $31,164Net Assets 2016: $721,7792016Assets 2017: $561,849Liabilities 2017: $26,141Net Assets 2017: $535,7082017Assets 2018: $711,076Liabilities 2018: $336,373Net Assets 2018: $374,7032018Assets 2019: $875,006Liabilities 2019: $649,478Net Assets 2019: $225,5282019Assets 2020: $688,331Liabilities 2020: $697,019Net Assets 2020: -$8,6882020Assets 2021: $709,723Liabilities 2021: $729,132Net Assets 2021: -$19,4092021Assets 2022: $756,738Liabilities 2022: $777,021Net Assets 2022: -$20,2832022Assets 2023: $808,164Liabilities 2023: $802,006Net Assets 2023: $6,1582023Assets 2024: $1,109,067Liabilities 2024: $204,993Net Assets 2024: $904,0742024

Highlighted filing

2016

Assets$752,943
Liabilities$31,164
Net Assets$721,779

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $969,378Expenses 2011: $886,499Net Income 2011: $82,8792011Revenue 2012: $908,031Expenses 2012: $902,072Net Income 2012: $5,9592012Revenue 2013: $972,036Expenses 2013: $984,120Net Income 2013: -$12,0842013Revenue 2014: $1,065,620Expenses 2014: $1,059,630Net Income 2014: $5,9902014Revenue 2015: $967,110Expenses 2015: $1,097,768Net Income 2015: -$130,6582015Revenue 2016: $925,448Expenses 2016: $1,166,857Net Income 2016: -$241,4092016Revenue 2017: $814,831Expenses 2017: $1,003,937Net Income 2017: -$189,1062017Revenue 2018: $776,145Expenses 2018: $937,150Net Income 2018: -$161,0052018Revenue 2019: $996,989Expenses 2019: $1,146,164Net Income 2019: -$149,1752019Revenue 2020: $972,844Expenses 2020: $1,207,060Net Income 2020: -$234,2162020Revenue 2021: $1,313,684Expenses 2021: $1,324,405Net Income 2021: -$10,7212021Revenue 2022: $1,284,889Expenses 2022: $1,285,763Net Income 2022: -$8742022Revenue 2023: $1,731,761Expenses 2023: $1,705,320Net Income 2023: $26,4412023Revenue 2024: $2,673,243Expenses 2024: $1,775,327Net Income 2024: $897,9162024

Highlighted filing

2016

Revenue$925,448
Expenses$1,166,857
Net Income-$241,409
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$925,448
Mission and Program Overview

Mission

The sarah daft home provides high-quality, affordable, assisted living services for the aged and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$353,784$390,841▲ $37,057
Land, Buildings, and Equipment, Net$394,633$350,297▼ $44,336
Investments in Publicly Traded Securities$149,533--
Accounts Receivable$58,242$10,722▼ $47,520
Total Assets$956,192$752,943▼ $203,249
Other Assets Total-$1,083-
Liabilities
Accounts Payable and Accrued Expenses$10,214$31,164▲ $20,950
Total Liabilities$10,214$31,164▲ $20,950
Net Assets / Fund Balance
Unrestricted Net Assets$945,978$721,779▼ $224,199
Total Net Assets Fund Balance$945,978$721,779▼ $224,199
Total Liabilities and Net Assets / Fund Balance$956,192$752,943▼ $203,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,785,215-$1,785,215
Equipment$122,498-$122,498
Land$17,000-$17,000
Other Land Buildings$-1,574,416$1,574,416-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amelia LarsonExecutive DiFT$52,500$52,500

Board Members and Trustees

NameTitle
Laura BoardmanPresident
Lana SchwengerdtDirector
Louise LewandowskiDirector
Sharon StrongDirector
Susan Saffel-shrierDirector
Timothy K ClarkDirector
Tom TaylorDirector
Janet FrickMember
Stephan JonesMember
Matt RadkePast Preside
Beth ColeSecretary
Denise RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,091
Program Service Revenue
$865,693
Investment Income
$605
Other Revenue
$59
All Other Contributions
$59,091
Change in Net Assets
$-241,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$700,752
Other Expenses$466,105
Total Fundraising Expense$5,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$451,342$93,998$2,337$547,677
Occupancy$74,812--$74,812
Depreciation Depletion$68,004--$68,004
Other Employee Benefits$47,434$5,517-$52,951
Current Officers, Directors, Trustees, and Key Employees$52,500--$52,500
Payroll Taxes$44,393$3,231-$47,624
Office Expenses$35,316$3,754$3,436$42,506
All Other Expenses$38,340--$38,340
Insurance$30,592--$30,592
Fees for Services Other$21,989--$21,989
Fees for Services Accounting-$12,325-$12,325
Other Expenses$11,421--$11,421
Travel$2,446--$2,446
Conferences and Meetings$660--$660
Total Functional Expenses$1,042,259$118,825$5,773$1,166,857
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
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 11B

The board reviews and approves form 990 prior to issuance.

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

Directors and board members annually disclose interests that could give rise to conflict. Disclosures are reviewed by the board.

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

The board reviews the proposed salary increases and votes to approve.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
The Sarah Daft Home
EIN
87-0213532
Phone
8015825104
Address
737 S 1300 E, SALT LAKE CITY, UT 84102

Signing Officer

Name
Yoko Sagae
Title
Executive Director
Phone
8015825104
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yoko Sagae
Formed
1911
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
53
Volunteers
22

Preparer

Firm
Larson & Company Pc
Address
9065 SOUTH 1300 EAST, SANDY, UT 84094
Preparer
Richard Scoresby CPA
Phone
8013131900
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03231
IRS990/PayrollTaxesGrp/ProgramServicesAmt044393
IRS990/PayrollTaxesGrp/TotalAmt047624
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0YOKO SAGAE
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IRS990/PYContributionsGrantsAmt055700
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IRS990/PYInvestmentIncomeAmt010761
IRS990/PYOtherExpensesAmt0460542
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IRS990/PYProgramServiceRevenueAmt0903158
IRS990/PYRevenuesLessExpensesAmt0-130658
IRS990/PYSalariesCompEmpBnftPaidAmt0637226
IRS990/PYTotalExpensesAmt01097768
IRS990/PYTotalRevenueAmt0967110
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-241409
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0865693
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0353784
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0390841
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0258468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0605
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03643
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039636
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03669973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0451
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0594
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01060
IRS990ScheduleA/PublicSupportCY170Pct00.43590
IRS990ScheduleA/PublicSupportPY170Pct00.60240
IRS990ScheduleA/PublicSupportTotal170Amt0130417
IRS990ScheduleA/SubstantialContributorsTotAmt0128051
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031395
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0258468
IRS990ScheduleA/TotalSupportAmt0299164
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01785215
IRS990ScheduleD/EquipmentGrp/BookValueAmt0122498
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0122498
IRS990ScheduleD/LandGrp/BookValueAmt017000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1574416
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01574416
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0350297
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND BOARD MEMBERS ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. DISCLOSURES ARE REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE PROPOSED SALARY INCREASES AND VOTES TO APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0956192
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IRS990/TotalContributionsAmt059091
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05773
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0118825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01042259
IRS990/TotalFunctionalExpensesGrp/TotalAmt01166857
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010214
IRS990/TotalLiabilitiesEOYAmt031164
IRS990/TotalLiabilitiesGrp/BOYAmt010214
IRS990/TotalLiabilitiesGrp/EOYAmt031164
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0945978
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0721779
IRS990/TotalProgramServiceExpensesAmt01042259
IRS990/TotalProgramServiceRevenueAmt0865693
IRS990/TotalReportableCompFromOrgAmt052500
IRS990/TotalRevenueGrp/ExclusionAmt0605
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0865752
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0925448
IRS990/TotalVolunteersCnt022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0956192
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0752943
IRS990/TravelGrp/ProgramServicesAmt02446
IRS990/TravelGrp/TotalAmt02446
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0945978
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0721779
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0737 S 1300 E
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084102
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.SARAHDAFTHOME.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YOKO SAGAE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08015825104

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.20$0.90$2.67$1.78$0.90
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.80$0.01$1.73$1.71$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.78$0.02$1.28$1.29$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.73$0.02$1.31$1.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.70$0.01$0.97$1.21$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.65$0.23$1.00$1.15$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.34$0.37$0.78$0.94$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.54$0.81$1.00$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.03$0.72$0.93$1.17$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.97$1.10$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.09$1.07$1.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.08$0.97$0.98$0.01
2012Summary only. Only limited summary data is available for this year.$1.11$0.04$1.08$0.91$0.90$0.01
2011Summary only. Only limited summary data is available for this year.$1.72$0.04$1.67$0.97$0.89$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits