Civic Intelligence

Catholic Foundation of Utah

990 • Fiscal year 2014 • EIN 87-0519551

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 24, 2015

Organization Profilewww.dioslc.org/foundation
27 C Street84103

(801) 328-8641

Siviq Scores

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

Liabilities / Assets

39th percentile

0.17x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

1.19x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

93%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$31,871,665

Up $4,015,370 (+14%) from 2013

Net Assets

Up

$26,313,258

Up $2,803,039 (+12%) from 2013

Liabilities

Up

$5,558,407

Up $1,212,331 (+28%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin95th percentile

Revenue

Up

$4,674,462

Up $2,252,298 (+93%) from 2013

Expenses

Up

$1,745,747

Up $640,310 (+58%) from 2013

Net Income

Up

$2,928,715

Up $1,611,988 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$40M$30M$20M$10M$0Assets 2010: $22,548,626Liabilities 2010: $4,482,774Net Assets 2010: $18,065,8522010Assets 2011: $25,018,416Liabilities 2011: $4,304,548Net Assets 2011: $20,713,8682011Assets 2012: $24,977,773Liabilities 2012: $3,890,642Net Assets 2012: $21,087,1312012Assets 2013: $27,856,295Liabilities 2013: $4,346,076Net Assets 2013: $23,510,2192013Assets 2014: $31,871,665Liabilities 2014: $5,558,407Net Assets 2014: $26,313,2582014

Highlighted filing

2014

Assets$31,871,665
Liabilities$5,558,407
Net Assets$26,313,258
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,196,1042010Revenue 2011: $2,550,081Expenses 2011: $2,339,203Net Income 2011: $210,8782011Expenses 2012: $2,071,0772012Revenue 2013: $2,422,164Expenses 2013: $1,105,437Net Income 2013: $1,316,7272013Revenue 2014: $4,674,462Expenses 2014: $1,745,747Net Income 2014: $2,928,7152014

Highlighted filing

2014

Revenue$4,674,462
Expenses$1,745,747
Net Income$2,928,715
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 24, 2015
Return Version
2013v4.0
Gross Receipts
$17,193,988
Mission and Program Overview

Mission

Promotes the strength and viability of the catholic diocese of salt lake city

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,933,567$24,516,953▲ $4,583,386
Investments Other Securities$5,898,340$5,256,568▼ $641,772
Savings and Temporary Cash Investments$1,415,504$1,503,017▲ $87,513
Accounts Receivable$72,063$80,234▲ $8,171
Land, Buildings, and Equipment, Net$46,500$46,500→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$27,856,295$31,871,665▲ $4,015,370
Other Assets Total$490,321$468,393▼ $21,928
Liabilities
Other Liabilities$3,842,161$5,057,467▲ $1,215,306
Accounts Payable and Accrued Expenses$503,915$500,940▼ $2,975
Total Liabilities$4,346,076$5,558,407▲ $1,212,331
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,923,566$17,566,398▲ $642,832
Temporarily Rstr Net Assets$6,589,998$8,746,860▲ $2,156,862
Unrestricted Net Assets$-3,345--
Total Net Assets Fund Balance$23,510,219$26,313,258▲ $2,803,039
Total Liabilities and Net Assets / Fund Balance$27,856,295$31,871,665▲ $4,015,370

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$66,616$66,616
Other Land Buildings-$14,315$14,315
Land$46,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,331,162$459,092▲ $2,945,448$391,069$21,918,660
2012$17,544,384$435,364▲ $2,097,722$-362,670$19,331,162
2011$16,872,811$1,137,846▲ $131,690$-312,134$17,544,384
2010$14,352,005$392,220▲ $2,578,291$-322,691$16,872,811
2009$13,319,864$206,151▲ $1,398,146$-283,819$14,352,005
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Most Rev John C WesterChairman
John B WilsonPresident
Jenifer B GibbonsVice President
Armando LujanTrustee
Becky DuberowTrustee
Bob E MeyerTrustee
Cece HoltTrustee
Graham HelsbyTrustee
Jesse S ShackelfordTrustee
Madalyn S SeamanTrustee
Pam JoklikTrustee
Ray DardanoTrustee
Rev John E NormanTrustee
Rev Msgr Joseph M MayoTrustee
Rev Msgr Terence M MooreTrustee
Rosemary W BaronTrustee
Ted J SchaeferTrustee
Thomas MarriottTrustee
Tim ClarkTrustee
Vincent W FishbaughTrustee
Judith E FranquelinTrustee Emeritu
Nancy L GilesTrustee Emeritu
Virginia AlboTrustee Emeritu
JOHN P O'BRIENSecretary
Scott a CzajaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,496,666
Program Service Revenue
$19,296
Investment Income
$3,154,685
Other Revenue
$3,815
All Other Contributions
$1,496,666
Change in Net Assets
$2,928,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,674,462
Total Revenue per Audited Statements
$4,674,462
Total Revenue per Form 990
$4,674,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,552,928
Salaries, Compensation, and Employee Benefits$192,819
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$165,306-$165,306
Other Expenses$1,173,522$29,711-$29,711
All Other Expenses-$25,701-$25,701
Fees for Services Accounting-$14,500-$14,500
Other Employee Benefits-$12,850-$12,850
Payroll Taxes-$8,785-$8,785
Pension Plan Contributions-$5,878-$5,878
Depreciation Depletion-$4,865-$4,865
Travel-$4,056-$4,056
Fees for Services Other-$1,989-$1,989
Office Expenses-$1,156-$1,156
Advertising-$359-$359
Total Functional Expenses$1,173,522$572,225$0$1,745,747

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,745,747
Total Expenses per Audited Statements$1,745,747
Total Expenses per Form 990$1,745,747
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Entity Endowment Liability$5,057,467
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 11B: Form 990 Review Process

“All trustees are provided a copy of the annual tax form 990 prior to it being filed. The executive committee makes the final decision on whether the tax return is complete and accurate prior to it being filed. All trustees have the right to make inquiry and provide comments and possible modification prior to the return being filed.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive committee of the foundation evaluates all employees annually. Compensation of the employees is consistent with general compensation guidelines of catholic diocese of salt lake city. Compensation adjustments are made through this process. This deliberation takes into account compensation levels and adjustments made in the salt lake valley.”

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

“The Foundation makes available any and all documents which are subject to the open public disclosure rules once it receives a request.”

Filing and Contact Details

Filer

EIN
87-0519551
Phone
8013288641

Signing Officer

Name
Most Rev John C Wester
Title
Chairman
Signed
2015-02-24
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Ut
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
25

Preparer

Preparer
Scott A Czaja CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in related party endow liability = -$1215306”

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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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,871,665
Liabilities
$5,558,407
Net assets
$26,313,258
Revenue
$4,674,462
Expenses
$1,745,747
Net income
$2,928,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$31.9$5.56$26.3$4.67$1.75$2.93
2013Summary only. Only limited summary data is available for this year.$27.9$4.35$23.5$2.42$1.11$1.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$3.89$21.1$2.07
2011Summary only. Only limited summary data is available for this year.$25.0$4.30$20.7$2.55$2.34$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$4.48$18.1$2.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $25M-$50M nonprofits