Civic Intelligence

Foundation for Private Enterprise Education Inc

990EZ • Fiscal year 2014 • EIN 87-0393038

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 05, 2015

Organization ProfileWWW.UTAHBUSINESSWEEK.ORG
100 W Towne Ridge Parkway84070

(801) 937-6177

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

1.8%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$137,453

Down $15,614 (-10%) from 2013

Net Assets

Up

$125,112

Up $1,045 (+0.8%) from 2013

Liabilities

Down

$12,341

Down $16,659 (-57%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin44th percentile

Revenue

Up

$108,771

Up $1,889 (+1.8%) from 2013

Expenses

Down

$107,726

Down $2,875 (-2.6%) from 2013

Net Income

Up

$1,045

Up $4,764 (+128%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$200K$150K$100K$50K$0Assets 2010: $125,539Liabilities 2010: $13,000Net Assets 2010: $112,5392010Assets 2011: $183,247Liabilities 2011: $61,348Net Assets 2011: $121,8992011Assets 2012: $135,762Liabilities 2012: $7,976Net Assets 2012: $127,7862012Assets 2013: $153,067Liabilities 2013: $29,000Net Assets 2013: $124,0672013Assets 2014: $137,453Liabilities 2014: $12,341Net Assets 2014: $125,1122014Assets 2015: $192,511Liabilities 2015: $73,928Net Assets 2015: $118,5832015Assets 2016: $154,748Liabilities 2016: $36,670Net Assets 2016: $118,0782016Assets 2017: $136,532Liabilities 2017: $23,610Net Assets 2017: $112,9222017Assets 2018: $144,225Liabilities 2018: $40,928Net Assets 2018: $103,2972018Assets 2019: $173,198Liabilities 2019: $90,270Net Assets 2019: $82,9282019Assets 2021: $22,577Liabilities 2021: $0Net Assets 2021: $22,5772021

Highlighted filing

2014

Assets$137,453
Liabilities$12,341
Net Assets$125,112
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $92,689Expenses 2010: $84,674Net Income 2010: $8,0152010Revenue 2011: $93,816Expenses 2011: $84,456Net Income 2011: $9,3602011Revenue 2012: $101,610Expenses 2012: $95,723Net Income 2012: $5,8872012Revenue 2013: $106,882Expenses 2013: $110,601Net Income 2013: -$3,7192013Revenue 2014: $108,771Expenses 2014: $107,726Net Income 2014: $1,0452014Revenue 2015: $104,735Expenses 2015: $111,264Net Income 2015: -$6,5292015Revenue 2016: $107,661Expenses 2016: $108,166Net Income 2016: -$5052016Revenue 2017: $104,279Expenses 2017: $109,435Net Income 2017: -$5,1562017Revenue 2018: $96,685Expenses 2018: $106,310Net Income 2018: -$9,6252018Revenue 2019: $98,620Expenses 2019: $118,989Net Income 2019: -$20,3692019Revenue 2021: $15,039Expenses 2021: $64,830Net Income 2021: -$49,7912021

Highlighted filing

2014

Revenue$108,771
Expenses$107,726
Net Income$1,045
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 5, 2015
Return Version
2013v4.0
Gross Receipts
$108,771
Mission and Program Overview

Mission

To prepare utah's high school students for the business world

Program Services

DescriptionGrantsExpenses
UTAH BUSINESS WEEK - HIGH SCHOOL STUDENTS ATTEND BUSINESS COURSES AT UTAH STATE UNIVERSITY. THE COURSES PROVIDE A FORUM FOR PUBLIC EDUCATION REGARDING PRIVATE ENTERPRISE. SCHOLARSHIPS ARE AWARDED TO A FEW SELECTED GRADUATES OF THE COURSE$3,000$103,042
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY LARSENChairman-$0--
CHAD JONESBoard Member-$0--
DARREN SHEPHERDBoard Member-$0--
BRYAN MCCLEARYBoard Member-$0--
DANIEL PHILLIPSFinancial Ch-$0--
CHELCI FULLMERBoard Member-$0--
GREG SUMMERHAYSBoard Member-$0--
Filing and Contact Details

Filer

EIN
87-0393038
Phone
8019376177

Signing Officer

Name
Daniel Phillips
Title
Financial Chair
Phone
8019376177
Signed
2015-02-05
Discuss with paid preparer
Yes

Preparer

Preparer
Jason H Hunter CPA
Phone
8012691818
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses miscellaneous 2,416 entertainment 2,700 intern expense 2,340 conference supplies 23,279 insurance 500 total 31,235”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 29,000 12,341”

Form 990-ez, Part III, Line 28

“Utah business week - high school students attend business courses at utah state university. The courses provide a forum for public education regarding private enterprise. Scholarships are awarded to a few selected graduates of the course”

Raw XML Appendix166 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0PEGGY LARSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHAD JONES
CompensationExplanation/CompensationExplanationGrp/PersonNm2DARREN SHEPHERD
CompensationExplanation/CompensationExplanationGrp/PersonNm3BRYAN MCCLEARY
CompensationExplanation/CompensationExplanationGrp/PersonNm4DANIEL PHILLIPS
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHELCI FULLMER
CompensationExplanation/CompensationExplanationGrp/PersonNm6GREG SUMMERHAYS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIEL PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum08013256239
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107181 S CAMPUS VIEW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST JORDAN
IRS990EZ/BooksInCareOfDetail/USAddress/State0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode084084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153067
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137453
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt095287
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01045
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04184
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153067
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137453
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt0108771
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02084
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124067
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124067
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125112
IRS990EZ/OccupancyRentUtltsAndMaintAmt069307
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHAD JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARREN SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYAN MCCLEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHELCI FULLMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG SUMMERHAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PREPARE UTAH'S HIGH SCHOOL STUDENTS FOR THE BUSINESS WORLD
IRS990EZ/ProgramServiceRevenueAmt011400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UTAH BUSINESS WEEK - HIGH SCHOOL STUDENTS ATTEND BUSINESS COURSES AT UTAH STATE UNIVERSITY. THE COURSES PROVIDE A FORUM FOR PUBLIC EDUCATION REGARDING PRIVATE ENTERPRISE. SCHOLARSHIPS ARE AWARDED TO A FEW SELECTED GRADUATES OF THE COURSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103042
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt029000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012341
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107726
IRS990EZ/TotalProgramServiceExpensesAmt0103042
IRS990EZ/TotalRevenueAmt0108771
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.UTAHBUSINESSWEEK.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0465881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04097
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011400
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48460
IRS990ScheduleA/PublicSupportPY170Pct00.48370
IRS990ScheduleA/PublicSupportTotal170Amt0227748
IRS990ScheduleA/SubstantialContributorsTotAmt0238133
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082852
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0465881
IRS990ScheduleA/TotalSupportAmt0469978
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISCELLANEOUS 2,416 ENTERTAINMENT 2,700 INTERN EXPENSE 2,340 CONFERENCE SUPPLIES 23,279 INSURANCE 500 TOTAL 31,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 29,000 12,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTAH BUSINESS WEEK - HIGH SCHOOL STUDENTS ATTEND BUSINESS COURSES AT UTAH STATE UNIVERSITY. THE COURSES PROVIDE A FORUM FOR PUBLIC EDUCATION REGARDING PRIVATE ENTERPRISE. SCHOLARSHIPS ARE AWARDED TO A FEW SELECTED GRADUATES OF THE COURSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08019376177
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOUNDATION FOR PRIVATE ENTERPRISE
ReturnHeader/Filer/BusinessName/BusinessNameLine20EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0870393038
ReturnHeader/Filer/PhoneNum08019376177
ReturnHeader/Filer/USAddress/AddressLine10100 W TOWNE RIDGE PARKWAY
ReturnHeader/Filer/USAddress/City0SANDY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800021232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MANTYLA MCREYNOLDS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10178 S RIO GRANDE ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode084101
ReturnHeader/PreparerPersonGrp/PhoneNum08012691818
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON H HUNTER CPA
ReturnHeader/ReturnTs02015-04-21T16:29:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,453
Liabilities
$12,341
Net assets
$125,112
Revenue
$108,771
Expenses
$107,726
Net income
$1,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.15$0.65$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.90$0.83$0.99$1.19$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.41$1.03$0.97$1.06$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.24$1.13$1.04$1.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.37$1.18$1.08$1.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.74$1.19$1.05$1.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.12$1.25$1.09$1.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.29$1.24$1.07$1.11$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.08$1.28$1.02$0.96$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.61$1.22$0.94$0.84$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.13$1.13$0.93$0.85$0.08