Civic Intelligence

Foundation for Private Enterprise Education Inc

990EZ • Fiscal year 2017 • EIN 87-0393038

Oct 01, 2016 to Sep 30, 2017 • Filed on Mar 07, 2018

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

82nd percentile

0.17x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$136,532

Down $18,216 (-12%) from 2016

Net Assets

Down

$112,922

Down $5,156 (-4.4%) from 2016

Liabilities

Down

$23,610

Down $13,060 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin30th percentile

Revenue

Down

$104,279

Down $3,382 (-3.1%) from 2016

Expenses

Up

$109,435

Up $1,269 (+1.2%) from 2016

Net Income

Down

-$5,156

Down $4,651 (-921%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2017

Assets$136,532
Liabilities$23,610
Net Assets$112,922
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$104,279
Expenses$109,435
Net Income-$5,156
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Mar 7, 2018
Return Version
2016v3.0
Gross Receipts
$104,279
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O$3,000$104,124
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy LarsenChairman-$0--
Darren ShepherdConference Chair-$0--
Bryan McClearyAdvisory Chair-$0--
Kasey OlsonFinancial 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
Kasey Olson
Title
Financial Chair
Phone
8019376177
Signed
2018-03-07
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 24,517Entertainment 2,500Intern expense 1,563Insurance 500Miscellaneous 3,288”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAP and accrued expenses 36,670 23,610”

Raw XML Appendix171 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peggy Larsen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bryan McCleary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kasey Olson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chelci Fullmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Conference Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Advisory Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Chair
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032368
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0utahbusinessweek.org
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt091021
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092767
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02155
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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 24,517Entertainment 2,500Intern expense 1,563Insurance 500Miscellaneous 3,288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAP and accrued expenses 36,670 23,610
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08019376177
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ReturnHeader/Filer/EIN0870393038
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ReturnHeader/FilingSecurityInformation/IPTm019:34:11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084014
ReturnHeader/PreparerPersonGrp/PhoneNum08012991302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Traveller
ReturnHeader/ReturnTs02018-03-12T19:33:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,532
Liabilities
$23,610
Net assets
$112,922
Revenue
$104,279
Expenses
$109,435
Net income
-$5,156
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