Civic Intelligence

Utah County Public Defender Association

990 • Fiscal year 2015 • EIN 87-0511100

Jan 01, 2015 to Dec 31, 2015 • Filed on May 20, 2016

51 South University Ave Ste 206Provo, UT 84601

(801) 852-1070

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$164,927

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$224,015

Up $56,563 (+34%) from 2014

Net Assets

Up

$224,015

Up $56,563 (+34%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$3,999,540

Up $474,540 (+13%) from 2014

Expenses

Up

$3,942,977

Up $329,273 (+9.1%) from 2014

Net Income

Up

$56,563

Up $145,267 (+164%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $562,220Liabilities 2011: $430,166Net Assets 2011: $132,0542011Assets 2012: $275,056Liabilities 2012: $0Net Assets 2012: $275,0562012Assets 2013: $256,156Liabilities 2013: $0Net Assets 2013: $256,1562013Assets 2014: $167,452Liabilities 2014: $0Net Assets 2014: $167,4522014Assets 2015: $224,015Liabilities 2015: $0Net Assets 2015: $224,0152015Assets 2016: $399,937Liabilities 2016: $12,879Net Assets 2016: $387,0582016Assets 2017: $287,873Liabilities 2017: $0Net Assets 2017: $287,8732017Assets 2018: $386,032Liabilities 2018: $2,440Net Assets 2018: $383,5922018Assets 2019: $711,784Liabilities 2019: $3,327Net Assets 2019: $708,4572019Assets 2020: $2,302,431Liabilities 2020: $471,489Net Assets 2020: $1,830,9422020Assets 2021: $1,776,586Liabilities 2021: $328,986Net Assets 2021: $1,447,6002021Assets 2022: $1,134,933Liabilities 2022: $518,561Net Assets 2022: $616,3722022Assets 2023: $528,677Liabilities 2023: $91,005Net Assets 2023: $437,6722023Assets 2024: $462,562Liabilities 2024: $184,065Net Assets 2024: $278,4972024

Highlighted filing

2015

Assets$224,015
Liabilities$0
Net Assets$224,015

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,145,331Expenses 2011: $3,143,377Net Income 2011: $1,9542011Expenses 2012: $3,508,9622012Revenue 2013: $3,338,639Expenses 2013: $3,357,539Net Income 2013: -$18,9002013Revenue 2014: $3,525,000Expenses 2014: $3,613,704Net Income 2014: -$88,7042014Revenue 2015: $3,999,540Expenses 2015: $3,942,977Net Income 2015: $56,5632015Revenue 2016: $4,158,224Expenses 2016: $3,995,181Net Income 2016: $163,0432016Revenue 2017: $4,433,010Expenses 2017: $4,532,195Net Income 2017: -$99,1852017Revenue 2018: $5,331,812Expenses 2018: $5,236,093Net Income 2018: $95,7192018Revenue 2019: $8,057,951Expenses 2019: $7,733,086Net Income 2019: $324,8652019Revenue 2020: $9,743,609Expenses 2020: $8,621,124Net Income 2020: $1,122,4852020Revenue 2021: $10,332,982Expenses 2021: $10,716,324Net Income 2021: -$383,3422021Revenue 2022: $10,529,240Expenses 2022: $11,360,468Net Income 2022: -$831,2282022Revenue 2023: $12,018,044Expenses 2023: $12,196,744Net Income 2023: -$178,7002023Revenue 2024: $13,602,402Expenses 2024: $13,761,577Net Income 2024: -$159,1752024

Highlighted filing

2015

Revenue$3,999,540
Expenses$3,942,977
Net Income$56,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 20, 2016
Return Version
2015v2.1
Gross Receipts
$3,999,540
Mission and Program Overview

Mission

To provide legal defense services to indigent individuals facing charges in Utah County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,539$125,554▲ $59,015
Savings and Temporary Cash Investments$98,461$98,461→ $0
Land, Buildings, and Equipment, Net$2,452--
Total Assets$167,452$224,015▲ $56,563
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$167,452$224,015▲ $56,563
Total Net Assets Fund Balance$167,452$224,015▲ $56,563
Total Liabilities and Net Assets / Fund Balance$167,452$224,015▲ $56,563

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$286,195$286,195
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas MeansExecutive DiFT$142,371$22,556$164,927
Thomas MeansExecutive Director-$142,371$22,556$164,927
Margaret LindsayAttorneyFT$149,130$4,840$153,970
Jose SilvaAttorneyFT$108,914$20,621$129,535
Eric JacobsonAttorneyFT$106,396$19,485$125,881
Deborah HillAttorneyFT$114,910$10,918$125,828
Anthony HowellAttorneyFT$105,161$19,204$124,365

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,999,540
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$56,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,801,556
Other Expenses$1,141,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,620,122$405,030-$2,025,152
Fees for Services Legal$796,816--$796,816
Other Employee Benefits$248,274$62,069-$310,343
Payroll Taxes$131,414$32,854-$164,268
Pension Plan Contributions$127,538$31,884-$159,422
Current Officers, Directors, Trustees, and Key Employees$113,897$28,474-$142,371
Fees for Services Other$141,331$598-$141,929
Occupancy$74,110$18,528-$92,638
Office Expenses$42,312$10,578-$52,890
Insurance-$33,437-$33,437
Information Technology$9,046$2,261-$11,307
Conferences and Meetings$5,256--$5,256
Fees for Services Accounting-$3,489-$3,489
Depreciation Depletion$1,962$490-$2,452
Travel$1,180--$1,180
Other Expenses$27--$27
Total Functional Expenses$3,313,285$629,692$0$3,942,977
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by outside accountant based on information provided by organization. Executive director reviews and approves filing for form 990.

Form 990, Page 6, Part VI, Line 12C

No conflict of interest policy exists for board members, but each employee of the organization routinely reviews assigned cases for potential conflicts of interest that would jeopardize their involvement in representing the defendant.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request just as forms 990.

Filing and Contact Details

Filer

Filer Name
Utah County Public Defender
EIN
87-0511100
Phone
8018521070
Address
51 SOUTH UNIVERSITY AVE STE 206, PROVO, UT 84601

Signing Officer

Name
Thomas Means
Title
Executive Director
Phone
8018521079
Signed
2016-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Means
Formed
1993
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
30

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
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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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IRS990/SavingsAndTempCashInvstGrp/EOYAmt098461
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0423
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0810
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt017283662
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt03999540
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt03525000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt03338449
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt03275765
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt03144908
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt017283662
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03999540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03525000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03338449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03275765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03144908
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017283662
IRS990ScheduleA/TotalSupportAmt017284472
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0286195
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0286195
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1149130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08421
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014135
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS MEANS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARGARET LINDSAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ATTORNEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0164927
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1153970
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANT BASED ON INFORMATION PROVIDED BY ORGANIZATION. EXECUTIVE DIRECTOR REVIEWS AND APPROVES FILING FOR FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO CONFLICT OF INTEREST POLICY EXISTS FOR BOARD MEMBERS, BUT EACH EMPLOYEE OF THE ORGANIZATION ROUTINELY REVIEWS ASSIGNED CASES FOR POTENTIAL CONFLICTS OF INTEREST THAT WOULD JEOPARDIZE THEIR INVOLVEMENT IN REPRESENTING THE DEFENDANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0167452
IRS990/TotalAssetsEOYAmt0224015
IRS990/TotalAssetsGrp/BOYAmt0167452
IRS990/TotalAssetsGrp/EOYAmt0224015
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0629692
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03313285
IRS990/TotalFunctionalExpensesGrp/TotalAmt03942977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0167452
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0224015
IRS990/TotalOtherCompensationAmt097624
IRS990/TotalProgramServiceExpensesAmt03313285
IRS990/TotalProgramServiceRevenueAmt03999540
IRS990/TotalReportableCompFromOrgAmt0726882
IRS990/TotalRevenueGrp/ExclusionAmt03999540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03999540
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0167452
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224015
IRS990/TravelGrp/ProgramServicesAmt01180
IRS990/TravelGrp/TotalAmt01180
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0167452
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0224015
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt051 SOUTH UNIVERSITY AVE STE 206
IRS990/USAddress/CityNm0PROVO
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084601
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS MEANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08018521079
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH COUNTY PUBLIC DEFENDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870511100
ReturnHeader/Filer/PhoneNum08018521070
ReturnHeader/Filer/USAddress/AddressLine1Txt051 SOUTH UNIVERSITY AVE STE 206
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 SOUTH 800 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840977737
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M PAUL WINWARD CPA
ReturnHeader/ReturnTs02016-05-24T10:06:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.18$0.28$13.6$13.8$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.09$0.44$12.0$12.2$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.52$0.62$10.5$11.4$0.83
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.33$1.45$10.3$10.7$0.38
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.47$1.83$9.74$8.62$1.12
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$8.06$7.73$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.38$5.33$5.24$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$4.43$4.53$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$4.16$4.00$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$4.00$3.94$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$3.53$3.61$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$3.34$3.36$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$3.51
2011Summary only. Only limited summary data is available for this year.$0.56$0.43$0.13$3.15$3.14$0.00