Civic Intelligence

Achelis Foundation DBA Steven B Achelis Foundation

EIN 87-0481479 • Salt Lake City, UT

6154 Oak Canyon DriveSalt Lake City, UT 84121
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

47th percentile

3.5%

Higher net margin than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

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.

$1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-1.9%

Faster revenue growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,110,650

Up $7,792 (+0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,110,650

Up $7,792 (+0.7%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin47th percentile

Revenue

Down

$222,423

Down $4,273 (-1.9%) from 2024

Expenses

Up

$214,631

Up $51,931 (+32%) from 2024

Net Income

Down

$7,792

Down $56,204 (-88%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,052,127Liabilities 2011: $02011Assets 2012: $1,097,468Liabilities 2012: $0Net Assets 2012: $1,097,4682012Assets 2013: $1,137,515Liabilities 2013: $12013Assets 2014: $1,094,014Liabilities 2014: $0Net Assets 2014: $1,094,0142014Assets 2015: $1,167,828Liabilities 2015: $0Net Assets 2015: $1,167,8282015Assets 2016: $1,237,724Liabilities 2016: $0Net Assets 2016: $1,237,7242016Assets 2017: $1,242,415Liabilities 2017: $0Net Assets 2017: $1,242,4152017Assets 2018: $1,214,019Liabilities 2018: $0Net Assets 2018: $1,214,0192018Assets 2019: $1,175,228Liabilities 2019: $0Net Assets 2019: $1,175,2282019Assets 2020: $1,103,900Liabilities 2020: $0Net Assets 2020: $1,103,9002020Assets 2021: $1,069,281Liabilities 2021: $0Net Assets 2021: $1,069,2812021Assets 2022: $1,006,148Liabilities 2022: $0Net Assets 2022: $1,006,1482022Assets 2023: $1,038,862Liabilities 2023: $0Net Assets 2023: $1,038,8622023Assets 2024: $1,102,858Liabilities 2024: $0Net Assets 2024: $1,102,8582024Assets 2025: $1,110,650Liabilities 2025: $0Net Assets 2025: $1,110,6502025

Highlighted filing

2025

Assets$1,110,650
Liabilities$0
Net Assets$1,110,650
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $118,734Expenses 2011: $69,520Net Income 2011: $49,2142011Expenses 2012: $72,2942012Revenue 2013: $91,658Expenses 2013: $51,611Net Income 2013: $40,0472013Revenue 2014: $51,373Expenses 2014: $94,874Net Income 2014: -$43,5012014Revenue 2015: $149,640Expenses 2015: $75,826Net Income 2015: $73,8142015Revenue 2016: $145,233Expenses 2016: $75,337Net Income 2016: $69,8962016Revenue 2017: $75,081Expenses 2017: $70,390Net Income 2017: $4,6912017Revenue 2018: $54,570Expenses 2018: $82,966Net Income 2018: -$28,3962018Revenue 2019: $70,953Expenses 2019: $109,744Net Income 2019: -$38,7912019Revenue 2020: $39,110Expenses 2020: $110,438Net Income 2020: -$71,3282020Revenue 2021: $83,346Expenses 2021: $121,965Net Income 2021: -$38,6192021Revenue 2022: $84,920Expenses 2022: $148,053Net Income 2022: -$63,1332022Revenue 2023: $182,300Expenses 2023: $149,586Net Income 2023: $32,7142023Revenue 2024: $226,696Expenses 2024: $162,700Net Income 2024: $63,9962024Revenue 2025: $222,423Expenses 2025: $214,631Net Income 2025: $7,7922025

Highlighted filing

2025

Revenue$222,423
Expenses$214,631
Net Income$7,792
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,110,650
Liabilities
$0
Net assets
$1,110,650
Revenue
$222,423
Expenses
$214,631
Net income
$7,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.22$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.23$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.09$0.05$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.12$0.07$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B ACHELISTrustee-$0--
ELIZABETH L FRANKDirector-$0--
ERIC S ACHELISDirector-$0--
JENNIFER A HUFFINEDirector-$0--
KIMBERLY A ACHELISDirector-$0--
MICHAEL D ACHELISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Achelis Foundation Dba Steven B Achelis
EIN
87-0481479
Phone
8015605733
Address
6154 OAK CANYON DRIVE, SALT LAKE CITY, UT 84121

Signing Officer

Name
Steve Achelis
Title
Trustee
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Kent M Christensen CPA
Phone
8019724800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt236667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt335627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt434084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt531460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt033444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt337138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt435417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt532793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt931817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc097 Accenture Plc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1190 Alphabet (Google) Class C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2170 Apple Computer Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3170 Apple Computer Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150 Apple Computer Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150 Apple Computer Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6246 Aptiv Plc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720000 Charles Schwab Bank 6/17/2025 5.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8777 Corning Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc991 Home Depot Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-03-18
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt094
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07792
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01110650
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02752
IRS990PF/DistributableAmountGrp/TotalTaxAmt02752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02752
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02898
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt011600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0397190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0397190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0396020
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023095
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015162
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01110650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03242016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311808 QUINTANA CV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41894 E TERRACE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt512 GROVER CT
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1THE FOUNDATION PAYS OUT THE INVESTMENT INCOME IT EARNS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. DONATIONS ARE MADE DIRECTLY TO THE ORGANIZATIONS PROVIDING THE CHARITABLE OR EDUCATIONAL SERVICE OR PROGRAMS.
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVE ACHELIS
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.stevesfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Blessing Hands 1008 E Bustamante St Laredo TX, 78041
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0BSO ORCHKIDS1212 CATHEDRAL STBALITMORE, MD 21201orchkids.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0STEMblazers 9249 S. Broadway #200-266 Highlands Ranch CO, 80129
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0PAUL SHERWEN PROJECT2 PARK LN STE 301HILTON HEAD, SC 29928paulsherwenproject.com

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