Civic Intelligence

The Sarah Daft Home

990 • Fiscal year 2020 • EIN 87-0213532

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

576 West 900 South 265Woods Cross, UT 84010

(801) 397-4050

Siviq Scores

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

Liabilities / Assets

94th percentile

1.01x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.72x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$56,283

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-2.4%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$688,331

Down $186,675 (-21%) from 2019

Net Assets

Down

-$8,688

Down $234,216 (-104%) from 2019

Liabilities

Up

$697,019

Up $47,541 (+7.3%) from 2019

Revenue

Down

$972,844

Down $24,145 (-2.4%) from 2019

Expenses

Up

$1,207,060

Up $60,896 (+5.3%) from 2019

Net Income

Down

-$234,216

Down $85,041 (-57%) from 2019

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

2020

Assets$688,331
Liabilities$697,019
Net Assets-$8,688

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

2020

Revenue$972,844
Expenses$1,207,060
Net Income-$234,216
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.0
Gross Receipts
$972,844
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
Land, Buildings, and Equipment, Net$636,232$682,199▲ $45,967
Accounts Receivable$29,258$5,559▼ $23,699
Prepaid Expenses and Deferred Charges$2,488$573▼ $1,915
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$875,006$688,331▼ $186,675
Other Assets Total$207,028$0▼ $207,028
Liabilities
Other Liabilities$471,634$531,289▲ $59,655
Accounts Payable and Accrued Expenses$177,844$165,730▼ $12,114
Total Liabilities$649,478$697,019▲ $47,541
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$225,528$-8,688▼ $234,216
Total Net Assets Fund Balance$225,528$-8,688▼ $234,216
Total Liabilities and Net Assets / Fund Balance$875,006$688,331▼ $186,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$645,996$1,776,149$2,422,145
Equipment$19,203$147,963$167,166
Land$17,000-$17,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paul OgilvieDirectorFT$56,283$56,283

Board Members and Trustees

NameTitle
Dee BangerterPresident
Jon OwensSecretary
Laura BoardmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$972,844
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-234,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$673,666
Other Expenses$533,394
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$469,233$62,107-$531,340
Depreciation Depletion$106,434--$106,434
Occupancy$80,006--$80,006
Fees for Services Legal$12,566$54,689-$67,255
Fees for Services Management-$56,751-$56,751
Current Officers, Directors, Trustees, and Key Employees-$56,283-$56,283
All Other Expenses$40,251$9,904-$50,155
Other Employee Benefits$35,247$8,654-$43,901
Payroll Taxes$33,676$8,466-$42,142
Other Expenses$18,342$4,280-$18,342
Insurance$4,015$3,127-$7,142
Advertising$2,097$129-$2,226
Office Expenses$972$1,217-$2,189
Information Technology-$1,427-$1,427
Travel$540$135-$675
Interest$142--$142
Total Functional Expenses$923,013$284,047$0$1,207,060
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Loans$397,319
Ppp$126,000
Other Current Liabilitites$7,970
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The sarah daft home contracts with a management company, rocky mountain care, llc for management services. The officers and trustees oversee the management agreement and review financial operations on a regular basis.

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

Jon owens - 576 west 900 south #250, woods cross, ut 84010laura boardman - 1211 east 100 south, salt lake city, ut 84103

Form 990, Part VI, Line 11B: Form 990 Review Process

An officer and trustee reviews and approves form 990 prior to issuance

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents disclosure explanation available upon request.

Filing and Contact Details

Filer

Filer Name
The Sarah Daft Home
EIN
87-0213532
Phone
8013974050
Address
576 WEST 900 SOUTH 265, WOODS CROSS, UT 84010

Signing Officer

Name
Dee Bangerter
Title
Pres/Secretary
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dee Bangerter
Formed
1911
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
42
Volunteers
23

Preparer

Firm
Atlas Management Services
Address
576 WEST 900 SOUTH 260, WOODS CROSS, UT 84010
Preparer
Nathan Bangerter CPA
Phone
8013974050
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IRS990/PYTotalExpensesAmt01146164
IRS990/PYTotalRevenueAmt0996989
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt0972844
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104152
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0759
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0605
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01588
IRS990ScheduleA/InvestmentIncomeCYPct00.01500
IRS990ScheduleA/InvestmentIncomePYPct00.07170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/OtherIncome509Grp/TotalAmt078
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.92790
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059091
IRS990ScheduleA/Total509Grp/TotalAmt0104152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042691
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105818
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0645996
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01776149
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02422145
IRS990ScheduleD/EquipmentGrp/BookValueAmt019203
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0147963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0167166
IRS990ScheduleD/LandGrp/BookValueAmt017000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0397319
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2126000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Intercompany Loans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Other Current Liabilitites
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PPP
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0682199
IRS990ScheduleD/TotalLiabilityAmt0531289
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SARAH DAFT HOME CONTRACTS WITH A MANAGEMENT COMPANY, ROCKY MOUNTAIN CARE, LLC FOR MANAGEMENT SERVICES. THE OFFICERS AND TRUSTEES OVERSEE THE MANAGEMENT AGREEMENT AND REVIEW FINANCIAL OPERATIONS ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JON OWENS - 576 WEST 900 SOUTH #250, WOODS CROSS, UT 84010LAURA BOARDMAN - 1211 EAST 100 SOUTH, SALT LAKE CITY, UT 84103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN OFFICER AND TRUSTEE REVIEWS AND APPROVES FORM 990 PRIOR TO ISSUANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORS AND BOARD MEMBERS ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. DISCLOSURES ARE REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS THE PROPOSED SALARY INCREASES AND VOTES TO APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0875006
IRS990/TotalAssetsGrp/EOYAmt0688331
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IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0923013
IRS990/TotalFunctionalExpensesGrp/TotalAmt01207060
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0697019
IRS990/TotalLiabilitiesGrp/BOYAmt0649478
IRS990/TotalLiabilitiesGrp/EOYAmt0697019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0225528
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-8688
IRS990/TotalProgramServiceExpensesAmt0923013
IRS990/TotalProgramServiceRevenueAmt0972844
IRS990/TotalReportableCompFromOrgAmt056283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0972844
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0972844
IRS990/TotalVolunteersCnt023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0875006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0688331
IRS990/TravelGrp/ManagementAndGeneralAmt0135
IRS990/TravelGrp/ProgramServicesAmt0540
IRS990/TravelGrp/TotalAmt0675
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0576 WEST 900 SOUTH 265
IRS990/USAddress/CityNm0WOODS CROSS
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084010
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SARAHDAFTHOME.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE BANGERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SARAH DAFT HOME
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0870213532
ReturnHeader/Filer/PhoneNum08013974050

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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