Civic Intelligence

Mcgillis Charitable Foundation

990PF • Fiscal year 2014 • EIN 87-0437797

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 09, 2015

2825 East Cottonwood Parkway 550Salt Lake City, UT 84121

(801) 975-0200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

201%

Faster asset growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

1005650%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$18,401

Up $12,279 (+201%) from 2013

Net Assets

Up

$18,401

Up $12,279 (+201%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$20,115

Up $20,113 (+1005650%) from 2013

Expenses

Down

$7,836

Down $11,389 (-59%) from 2013

Net Income

Up

$12,279

Up $31,502 (+164%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $44,539Liabilities 2011: $02011Assets 2012: $25,345Liabilities 2012: $02012Assets 2013: $6,122Liabilities 2013: $0Net Assets 2013: $6,1222013Assets 2014: $18,401Liabilities 2014: $0Net Assets 2014: $18,4012014Assets 2015: $2,412Liabilities 2015: $0Net Assets 2015: $2,4122015Assets 2016: $30,893Liabilities 2016: $0Net Assets 2016: $30,8932016Assets 2017: $19,783Liabilities 2017: $0Net Assets 2017: $19,7832017Assets 2018: $7,202Liabilities 2018: $0Net Assets 2018: $7,2022018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$18,401
Liabilities$0
Net Assets$18,401

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $0Expenses 2011: $51,843Net Income 2011: -$51,8432011Revenue 2012: $0Expenses 2012: $19,200Net Income 2012: -$19,2002012Revenue 2013: $2Expenses 2013: $19,225Net Income 2013: -$19,2232013Revenue 2014: $20,115Expenses 2014: $7,836Net Income 2014: $12,2792014Revenue 2015: $1Expenses 2015: $15,990Net Income 2015: -$15,9892015Revenue 2016: $128,003Expenses 2016: $99,522Net Income 2016: $28,4812016Revenue 2017: $55Expenses 2017: $11,165Net Income 2017: -$11,1102017Revenue 2018: $119Expenses 2018: $12,700Net Income 2018: -$12,5812018Revenue 2019: $10Expenses 2019: $7,212Net Income 2019: -$7,2022019

Highlighted filing

2014

Revenue$20,115
Expenses$7,836
Net Income$12,279
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 9, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER S MCGILLISManager-$0--
Filing and Contact Details

Filer

Filer Name
Mcgillis Charitable Foundation
EIN
87-0437797
Phone
8019750200
Address
2825 EAST COTTONWOOD PARKWAY 550, SALT LAKE CITY, UT 84121

Signing Officer

Name
Roger Mcgillis
Title
Manager
Phone
8019750200
Signed
2015-02-09

Preparer

Firm
Terry Price & Wunderli LLC
Address
4460 HIGHLAND DR STE 330, SALT LAKE CITY, UT 84124-3562
Preparer
Fred T Wunderli Iii
Phone
8012728990
Raw XML Appendix267 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0515139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0694786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0694786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0604590
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0515139
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06682
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01299376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01292694
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER MCGILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08019750200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCGILLIS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCGI
ReturnHeader/Filer/EIN0870437797
ReturnHeader/Filer/PhoneNum08019750200
ReturnHeader/Filer/USAddress/AddressLine1Txt02825 EAST COTTONWOOD PARKWAY 550
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202097679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY PRICE & WUNDERLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04460 HIGHLAND DR STE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841243562
ReturnHeader/PreparerPersonGrp/PhoneNum08012728990
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED T WUNDERLI III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-24T18:29:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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