Civic Intelligence

The Uintah School District Foundation

990 • Fiscal year 2014 • EIN 87-0430076

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 19, 2015

635 West 200 South84078

(435) 789-4182

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Assets

Up

$504,185

Up $8,038 (+1.6%) from 2013

Net Assets

Up

$504,095

Up $8,214 (+1.7%) from 2013

Liabilities

Down

$90

Down $176 (-66%) from 2013

Revenue

$48,452

No earlier filing loaded for comparison.

Expenses

Down

$40,238

Down $5,651 (-12%) from 2013

Net Income

$8,214

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $281,457Liabilities 2011: $02011Assets 2012: $274,658Net Assets 2012: $274,6582012Assets 2013: $496,147Liabilities 2013: $266Net Assets 2013: $495,8812013Assets 2014: $504,185Liabilities 2014: $90Net Assets 2014: $504,0952014Assets 2015: $507,019Liabilities 2015: $852Net Assets 2015: $506,1672015Assets 2016: $504,117Liabilities 2016: $0Net Assets 2016: $504,1172016Assets 2017: $498,735Net Assets 2017: $498,7352017Assets 2018: $511,069Liabilities 2018: $4,008Net Assets 2018: $507,0612018Assets 2019: $483,454Liabilities 2019: $8Net Assets 2019: $483,4462019Assets 2020: $483,605Net Assets 2020: $483,6052020Assets 2021: $477,834Net Assets 2021: $477,8342021Assets 2022: $495,079Net Assets 2022: $495,0792022Assets 2023: $527,620Liabilities 2023: $0Net Assets 2023: $527,6202023Assets 2024: $544,269Liabilities 2024: $0Net Assets 2024: $544,2692024Assets 2025: $537,585Liabilities 2025: $0Net Assets 2025: $537,5852025

Highlighted filing

2014

Assets$504,185
Liabilities$90
Net Assets$504,095

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $39,801Expenses 2011: $36,545Net Income 2011: $3,2562011Revenue 2012: $38,474Expenses 2012: $45,273Net Income 2012: -$6,7992012Expenses 2013: $45,8892013Revenue 2014: $48,452Expenses 2014: $40,238Net Income 2014: $8,2142014Revenue 2015: $37,411Expenses 2015: $35,339Net Income 2015: $2,0722015Revenue 2016: $49,114Expenses 2016: $51,164Net Income 2016: -$2,0502016Revenue 2017: $52,355Expenses 2017: $57,737Net Income 2017: -$5,3822017Revenue 2018: $47,539Expenses 2018: $39,213Net Income 2018: $8,3262018Revenue 2019: $44,171Expenses 2019: $75,010Net Income 2019: -$30,8392019Revenue 2020: $39,963Expenses 2020: $21,396Net Income 2020: $18,5672020Revenue 2021: $25,198Expenses 2021: $29,033Net Income 2021: -$3,8352021Revenue 2022: $68,205Expenses 2022: $50,960Net Income 2022: $17,2452022Revenue 2023: $104,082Expenses 2023: $71,541Net Income 2023: $32,5412023Revenue 2024: $90,670Expenses 2024: $74,512Net Income 2024: $16,1582024Revenue 2025: $70,810Expenses 2025: $77,495Net Income 2025: -$6,6852025

Highlighted filing

2014

Revenue$48,452
Expenses$40,238
Net Income$8,214
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 19, 2015
Return Version
2013v4.0
Gross Receipts
$57,388
Mission and Program Overview

Mission

To raise money to fund proposals submitted by the teachers in our District for materials and projects that will help them enhance the education of the students in their classrooms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$475,920$479,718▲ $3,798
Cash and Non-Interest-Bearing Accounts$20,227$24,467▲ $4,240
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$496,147$504,185▲ $8,038
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$266$90▼ $176
Total Liabilities$266$90▼ $176
Net Assets / Fund Balance
Permanently Rstr Net Assets$428,743$430,550▲ $1,807
Unrestricted Net Assets$45,983$52,894▲ $6,911
Temporarily Rstr Net Assets$21,155$20,651▼ $504
Total Net Assets Fund Balance$495,881$504,095▲ $8,214
Total Liabilities and Net Assets / Fund Balance$496,147$504,185▲ $8,038

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$428,743$1,782▲ $36-$430,561
2012$193,000$235,743--$428,743
2011$193,000---$193,000
2010$193,000---$193,000
2009$193,000---$193,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tod TesarPast President
Erin BradleyPresident
Katie BullochVice President
Addie SnowTrustee
Amy StrattonTrustee
Carol JuddTrustee
Cort PierceTrustee
Dennis AtkinTrustee
Ed BullochTrustee
Jacque BattyTrustee
Jani DavisTrustee
JoAnn CowanTrustee
Judy HuberTrustee
Michael HarringtonTrustee
Richard EtchbergerTrustee
Vernie HeeneyTrustee
Kathlene McKeachnieExecutive Direc
Susan BellSecretary
CJ DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,691
Program Service Revenue
$2,352
Investment Income
$3,798
Other Revenue
$10,611
All Other Contributions
$31,691
Change in Net Assets
$8,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,390
Other Expenses$11,848
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,090--$23,090
Grants to Domestic Individuals$5,300--$5,300
Other Expenses$10,758$1,090-$1,090
Total Functional Expenses$39,148$1,090$0$40,238
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---School supplies and equip$5,733
---School supplies and equip$5,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,547
Fundraising Direct Expenses$8,936
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,547$19,547-$19,547
Total Events$19,547$19,547$8,936$10,611
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Draft form 990 is presented to the Executive Director prior to filing. The Board members are also provided a copy.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Documents are provided upon request

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

Documents are provided upon request

Filing and Contact Details

Filer

EIN
87-0430076
Phone
4357894182

Signing Officer

Name
Kathlene McKeachnie
Title
Executive Direc
Signed
2015-01-19
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Ut
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Preparer
Scott a Wadman CPA
Phone
8015657135
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt08936
IRS990/FundraisingGrossIncomeAmt019547
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt024090
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023090
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023090
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057388
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03798
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03798
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To raise money to fund proposals submitted by the teachers in our District for materials and projects that will help them enhance the education of the students in their classrooms.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0495881
IRS990/NetAssetsOrFundBalancesEOYAmt0504095
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010611
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010611
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Storytelling expenses
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01090
IRS990/OtherExpensesGrp/ProgramServicesAmt010758
IRS990/OtherExpensesGrp/TotalAmt010758
IRS990/OtherExpensesGrp/TotalAmt11090
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0428743
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0430550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Storytelling Festival
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02352
IRS990/ProgSrvcAccomActy2Grp/Desc0Storytelling and Youth activities
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010758
IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships to students
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04300
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0255177
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036398
IRS990/PYInvestmentIncomeAmt01146
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt09491
IRS990/PYOtherRevenueAmt07360
IRS990/PYProgramServiceRevenueAmt03429
IRS990/PYRevenuesLessExpensesAmt0221223
IRS990/PYTotalExpensesAmt045889
IRS990/PYTotalRevenueAmt0267112
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08214
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0479718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0255177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0368397
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03798
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04826
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012792
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96640
IRS990ScheduleA/PublicSupportPY170Pct00.95690
IRS990ScheduleA/PublicSupportTotal170Amt0368397
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0255177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027416

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.00$5.38$0.71$0.77$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.91$0.75$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$1.04$0.72$0.33
2022Detailed filing. Detailed filing data is available for this year.$4.95$4.95$0.68$0.51$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.78$4.78$0.25$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.84$4.84$0.40$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.44$0.75$0.31
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.04$5.07$0.48$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.99$4.99$0.52$0.58$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.49$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.07$0.01$5.06$0.37$0.35$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.48$0.40$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$2.75$0.38$0.45$0.07
2011Summary only. Only limited summary data is available for this year.$2.81$0.00$0.40$0.37$0.03