Civic Intelligence

Foundation for Private Enterprise Education Inc

990EZ • Fiscal year 2016 • EIN 87-0393038

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 05, 2017

Organization Profileutahbusinessweek.org
100 W Towne Ridge ParkwaySandy, UT 84070

(801) 937-6177

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$154,748

Down $37,763 (-20%) from 2015

Net Assets

Down

$118,078

Down $505 (-0.4%) from 2015

Liabilities

Down

$36,670

Down $37,258 (-50%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin39th percentile

Revenue

Up

$107,661

Up $2,926 (+2.8%) from 2015

Expenses

Down

$108,166

Down $3,098 (-2.8%) from 2015

Net Income

Up

-$505

Up $6,024 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$154,748
Liabilities$36,670
Net Assets$118,078
Open 2016 Filing

Operations Trend

Revenue Growth53rd 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

2016

Revenue$107,661
Expenses$108,166
Net Income-$505
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Gross Receipts
$107,661
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O$3,000$101,705
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy LarsenChairman-$0--
Darren ShepherdConference Chair-$0--
Bryan McClearyAdvisory Chair-$0--
Daniel PhillipsFinancial Chair-$0--
Chelci FullmerAdministrative Chair-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Private Ent Edu
EIN
87-0393038
Address
100 W Towne Ridge Parkway, Sandy, UT 84070

Signing Officer

Name
Daniel Phillips
Title
Financial Chair
Phone
8019376177
Signed
2017-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Traveller & Company LLC
Address
500 North Marketplace Dr Suite 202, Centerville, UT 84014
Preparer
David Traveller
Phone
8012991302
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-EZ, Part III, Exempt PurposeTo prepare Utahs high school students for the business world. Form 990-EZ, Part III, Line 28 - First AccomplishmentUtah 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.”

List of grants and similar amounts paid Part I line 10

“Grantee UBW Scholarship Amount 3,000”

Description of other expenses Part I line 16

“Description AmountConference supplies 23,147Entertainment 2,500Intern expense 1,677Insurance 500Miscellaneous 3,656Advertising 150”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAP and accrued expenses 73,928 36,670”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084084
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IRS990EZ/ExcessOrDeficitForYearAmt0-505
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peggy Larsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Darren Shepherd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bryan McCleary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chelci Fullmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Conference Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Advisory Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Administrative Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt09900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101705
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt073928
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108166
IRS990EZ/TotalProgramServiceExpensesAmt0101705
IRS990EZ/TotalRevenueAmt0107661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0utahbusinessweek.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt092767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0475953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0352
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08206
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41830
IRS990ScheduleA/PublicSupportPY170Pct00.46000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101258
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IRS990ScheduleA/TotalSupportAmt0484159
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part III, Exempt PurposeTo prepare Utahs high school students for the business world. Form 990-EZ, Part III, Line 28 - First AccomplishmentUtah 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/ExplanationTxt1Grantee UBW Scholarship Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountConference supplies 23,147Entertainment 2,500Intern expense 1,677Insurance 500Miscellaneous 3,656Advertising 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAP and accrued expenses 73,928 36,670
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08019376177
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation for Private Ent Edu
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0870393038
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 W Towne Ridge Parkway
ReturnHeader/Filer/USAddress/CityNm0Sandy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870668060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Traveller & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 North Marketplace Dr Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084014
ReturnHeader/PreparerPersonGrp/PhoneNum08012991302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Traveller
ReturnHeader/ReturnTs02017-02-15T09:26:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,748
Liabilities
$36,670
Net assets
$118,078
Revenue
$107,661
Expenses
$108,166
Net income
-$505
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