Civic Intelligence

Croft Family Genealogy Trust

EIN 87-0511556 • Orem, UT

864 West 180 SouthOrem, UT 84058
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-71%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.6%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$74,045

Down $7,897 (-9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$74,045

Down $7,897 (-9.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$4,131

Up $350 (+9.3%) from 2023

Expenses

Up

$7,055

Up $4,411 (+167%) from 2023

Net Income

Down

-$2,924

Down $4,061 (-357%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $106,997Liabilities 2011: $02011Assets 2012: $113,405Liabilities 2012: $02012Assets 2013: $116,088Liabilities 2013: $02013Assets 2014: $89,530Liabilities 2014: $02014Assets 2015: $94,070Liabilities 2015: $02015Assets 2019: $92,236Liabilities 2019: $02019Assets 2020: $82,464Liabilities 2020: $0Net Assets 2020: $82,4642020Assets 2021: $83,163Liabilities 2021: $0Net Assets 2021: $83,1632021Assets 2022: $80,805Liabilities 2022: $0Net Assets 2022: $80,8052022Assets 2023: $81,942Liabilities 2023: $0Net Assets 2023: $81,9422023Assets 2024: $74,045Liabilities 2024: $0Net Assets 2024: $74,0452024

Highlighted filing

2024

Assets$74,045
Liabilities$0
Net Assets$74,045
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $4,944Expenses 2011: $13,921Net Income 2011: -$8,9772011Revenue 2012: $14,420Expenses 2012: $8,092Net Income 2012: $6,3282012Revenue 2013: $8,329Expenses 2013: $6,904Net Income 2013: $1,4252013Revenue 2014: $7,375Expenses 2014: $33,883Net Income 2014: -$26,5082014Revenue 2015: $8,185Expenses 2015: $2,893Net Income 2015: $5,2922015Revenue 2019: $3,275Expenses 2019: $7,828Net Income 2019: -$4,5532019Revenue 2020: $3,073Expenses 2020: $12,845Net Income 2020: -$9,7722020Revenue 2021: $3,529Expenses 2021: $2,830Net Income 2021: $6992021Revenue 2022: $4,835Expenses 2022: $7,193Net Income 2022: -$2,3582022Revenue 2023: $3,781Expenses 2023: $2,644Net Income 2023: $1,1372023Revenue 2024: $4,131Expenses 2024: $7,055Net Income 2024: -$2,9242024

Highlighted filing

2024

Revenue$4,131
Expenses$7,055
Net Income-$2,924
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,045
Liabilities
$0
Net assets
$74,045
Revenue
$4,131
Expenses
$7,055
Net income
-$2,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.13$0.10
2019Summary only. Only limited summary data is available for this year.$0.92$0.00$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$0.08$0.03$0.05
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.07$0.34$0.27
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.08$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$0.14$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.14$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roderic LewisTrustee-$0--
Marilyn Croft LewisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Croft Family Genealogy Trust
EIN
87-0511556
Phone
8013627348
Address
864 West 180 South, Orem, UT 84058

Signing Officer

Name
Roderic Lewis
Title
Trustee
Phone
8013627348
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Raw XML Appendix288 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/SummaryOfDirectChrtblActyGrp/Description3Txt0Visited graveyards, cemeteries, and government buildings to gather and record family history information. Organize family reunions to increase family relations and share family history information.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03704
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021023
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08109
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02850
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023463
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020613
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04973
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized investment loss
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Roderic Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08013627348
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Croft Family Genealogy Trust
ReturnHeader/Filer/BusinessNameControlTxt0CROF
ReturnHeader/Filer/EIN0870511556
ReturnHeader/Filer/PhoneNum08013627348
ReturnHeader/Filer/USAddress/AddressLine1Txt0864 West 180 South
ReturnHeader/Filer/USAddress/CityNm0Orem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084058
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Squire & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 S 800 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084097
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Paul Winward
ReturnHeader/ReturnTs02025-07-03T16:33:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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