Civic Intelligence

Sutherland Institute

990 • Fiscal year 2014 • EIN 87-0531727

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileWWW.SUTHERLANDINSTITUTE.ORG

View Organization Page

15 West South Temple Ste 20084101

(801) 355-1272

Siviq Scores

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

Liabilities / Assets

97th percentile

1.63x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

98th percentile

$496,195

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$239,280

Up $19,100 (+8.7%) from 2013

Net Assets

Down

-$150,569

Down $305,100 (-197%) from 2013

Liabilities

Up

$389,849

Up $324,200 (+494%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

$2,027,205

No earlier filing loaded for comparison.

Expenses

Up

$2,332,305

Up $917,952 (+65%) from 2013

Net Income

-$305,100

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $375,565Liabilities 2011: $29,017Net Assets 2011: $346,5482011Assets 2012: $204,744Liabilities 2012: $59,870Net Assets 2012: $144,8742012Assets 2013: $220,180Liabilities 2013: $65,649Net Assets 2013: $154,5312013Assets 2014: $239,280Liabilities 2014: $389,849Net Assets 2014: -$150,5692014Assets 2015: $1,108,278Liabilities 2015: $270,870Net Assets 2015: $837,4082015Assets 2016: $92,067Liabilities 2016: $103,376Net Assets 2016: -$11,3092016Assets 2017: $83,693Liabilities 2017: $91,579Net Assets 2017: -$7,8862017Assets 2018: $111,548Liabilities 2018: $156,949Net Assets 2018: -$45,4012018Assets 2019: $1,318,881Liabilities 2019: $134,607Net Assets 2019: $1,184,2742019Assets 2020: $442,489Liabilities 2020: $150,949Net Assets 2020: $291,5402020Assets 2021: $497,702Liabilities 2021: $219,904Net Assets 2021: $277,7982021Assets 2022: $1,660,376Liabilities 2022: $499,417Net Assets 2022: $1,160,9592022Assets 2023: $1,273,306Liabilities 2023: $401,635Net Assets 2023: $871,6712023Assets 2024: $1,000,783Liabilities 2024: $265,013Net Assets 2024: $735,7702024

Highlighted filing

2014

Assets$239,280
Liabilities$389,849
Net Assets-$150,569
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,453,952Expenses 2011: $1,321,873Net Income 2011: $132,0792011Expenses 2012: $1,511,3792012Expenses 2013: $1,414,3532013Revenue 2014: $2,027,205Expenses 2014: $2,332,305Net Income 2014: -$305,1002014Revenue 2015: $3,102,581Expenses 2015: $2,114,604Net Income 2015: $987,9772015Revenue 2016: $3,682,989Expenses 2016: $4,531,706Net Income 2016: -$848,7172016Revenue 2017: $2,008,043Expenses 2017: $2,004,620Net Income 2017: $3,4232017Revenue 2018: $1,907,479Expenses 2018: $1,965,061Net Income 2018: -$57,5822018Revenue 2019: $2,810,346Expenses 2019: $1,580,671Net Income 2019: $1,229,6752019Revenue 2020: $593,546Expenses 2020: $1,486,280Net Income 2020: -$892,7342020Revenue 2021: $1,430,169Expenses 2021: $1,443,911Net Income 2021: -$13,7422021Revenue 2022: $2,167,736Expenses 2022: $1,444,756Net Income 2022: $722,9802022Revenue 2023: $1,839,799Expenses 2023: $2,173,042Net Income 2023: -$333,2432023Revenue 2024: $2,083,527Expenses 2024: $2,219,428Net Income 2024: -$135,9012024

Highlighted filing

2014

Revenue$2,027,205
Expenses$2,332,305
Net Income-$305,100
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$2,057,251
Mission and Program Overview

Mission

As a conservative public policy think tank, the organization's mission is to shape utah law and policy based on a core set of governing principles. We strive to make utah an example of good government for the rest of the nation and a great place to live, work and raise a family.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$115,115$92,126▼ $22,989
Accounts Receivable$4,581$37,621▲ $33,040
Receivables From Officers Etc$36,552--
Loans From Officers Directors$30,000--
Cash and Non-Interest-Bearing Accounts$61,466$9,635▼ $51,831
Savings and Temporary Cash Investments$1,329$1,329→ $0
Prepaid Expenses and Deferred Charges$1,137$90▼ $1,047
Total Assets$220,180$239,280▲ $19,100
Other Assets Total$0$98,479▲ $98,479
Liabilities
Accounts Payable and Accrued Expenses$9,966$352,495▲ $342,529
Other Liabilities$12,542$26,733▲ $14,191
Mortgage Notes Payable Secured by Investment Property$13,141$10,621▼ $2,520
Total Liabilities$65,649$389,849▲ $324,200
Net Assets / Fund Balance
Temporarily Rstr Net Assets$60,000$70,000▲ $10,000
Unrestricted Net Assets$94,531$-220,569▼ $315,100
Total Net Assets Fund Balance$154,531$-150,569▼ $305,100
Total Liabilities and Net Assets / Fund Balance$220,180$239,280▲ $19,100

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$67,855$194,602$262,457
Other Land Buildings$15,477$58,081$73,558
Leasehold Improvements$8,794$1,927$10,721
Other Assets Org$98,479--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MeroPresidentFT$151,170$345,025$496,195

Board Members and Trustees

NameTitle
Stanford SwimChairman of the Board
Brent AndersenBoard Member
Brent MckinleyBoard Member
Jan ZogmaisterBoard Member
Mark StoddardBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Gene SchaerrConsulting Services-$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,030,833
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-3,628
All Other Contributions
$2,030,833
Change in Net Assets
$-305,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,027,205
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,372
Total Revenue per Audited Statements
$2,030,577
Total Revenue per Form 990
$2,027,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,171,132
Other Expenses$1,161,173
Total Fundraising Expense$465,330
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$216,707$232,128$91,501$540,336
Current Officers, Directors, Trustees, and Key Employees$199,002$213,166$84,027$496,195
Fees for Services Other$258,795$17,375$54,665$330,835
Occupancy$96,738$39,859$40,848$177,445
Advertising$52,454$16,672$16,135$85,261
Payroll Taxes$26,292$28,165$11,102$65,559
Other Employee Benefits$25,359$27,164$10,707$63,230
Information Technology$33,924$13,978$14,324$62,226
Conferences and Meetings$52,574$1,099$1,072$54,745
Travel$24,119$6,964$12,584$43,667
Depreciation Depletion$21,556$8,882$9,102$39,540
Fees for Services Lobbying$29,915$2,009$6,319$38,243
Fees for Services Accounting$9,661$3,980$4,079$17,720
Other Expenses$6,131$2,167$2,111$10,409
Office Expenses$3,969$1,636$3,871$9,476
All Other Expenses$4,408$1,817$1,862$8,087
Insurance$3,385$1,395$1,429$6,209
Pension Plan Contributions$2,331$2,497$984$5,812
Total Functional Expenses$1,194,198$672,777$465,330$2,332,305

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,335,677
Expenses per Audited Statements$2,332,305
Total Expenses per Form 990$2,332,305
Expenses Not Reported on Form 990$3,372
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$30,046
Fundraising Gross Income$26,418
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,418$26,418$2,550$23,868
Total Events$26,418$26,418$30,046$-3,628
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$36,552--
Loans from Officers, Directors, Trustees, and Key Employees$30,000--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$26,733
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The president of sutherland institute reviews the 990 before it is filed.”

Form 990, Part VI, Section B, Line 15A

“Chairman of the board determines the compensation of the president; the president in counsel with the executive committee determines the compensation of the staff.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
87-0531727
Phone
8013551272

Signing Officer

Name
Stanford Swim
Title
Chairman of the Board
Phone
8013551272
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stanford Swim
Formed
1995
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
5
Employees
13
Volunteers
5

Preparer

Preparer
Ted L Hill CPA
Phone
8015322200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 258,795. Management and general expenses 17,375. Fundraising expenses 54,665. Total expenses 330,835.”

Financial Statement Notes

PART X, LINE 2:

“The institute is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3), qualifies for the charitable contribution deduction under section 170(b)(1)(a)(vi), and has been determined not to be a private foundation under section 509(a)(1). The institute is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the institute is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The institute has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The institute believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The institute would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 523 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09966
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0352495
IRS990/AccountsReceivableGrp/BOYAmt04581
IRS990/AccountsReceivableGrp/EOYAmt037621
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AS A CONSERVATIVE PUBLIC POLICY THINK TANK, THE ORGANIZATION'S MISSION IS TO SHAPE UTAH LAW AND POLICY BASED ON A CORE SET OF GOVERNING PRINCIPLES. WE STRIVE TO MAKE UTAH AN EXAMPLE OF GOOD GOVERNMENT FOR THE REST OF THE NATION AND A GREAT PLACE TO LIVE, WORK AND RAISE A FAMILY.
IRS990/AdvertisingGrp/FundraisingAmt016135
IRS990/AdvertisingGrp/ManagementAndGeneralAmt016672
IRS990/AdvertisingGrp/ProgramServicesAmt052454
IRS990/AdvertisingGrp/TotalAmt085261
IRS990/AllOtherContributionsAmt02030833
IRS990/AllOtherExpensesGrp/FundraisingAmt01862
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01817
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04408
IRS990/AllOtherExpensesGrp/TotalAmt08087
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10ANGELA ROUNDY
IRS990/BooksInCareOfDetail/PhoneNum08013551272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1015 WEST SOUTH TEMPLE STE 200
IRS990/BooksInCareOfDetail/USAddress/City0SALT LAKE CITY
IRS990/BooksInCareOfDetail/USAddress/State0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode084101
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt061466
IRS990/CashNonInterestBearingGrp/EOYAmt09635
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt084027
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0213166
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0199002
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0496195
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt01072
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01099
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt052574
IRS990/ConferencesMeetingsGrp/TotalAmt054745
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0120000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10332 CONSTITUTION AVE NE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode020002
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0GENE SCHAERR
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02030833
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01161173
IRS990/CYOtherRevenueAmt0-3628
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-305100
IRS990/CYSalariesCompEmpBnftPaidAmt01171132
IRS990/CYTotalExpensesAmt02332305
IRS990/CYTotalFundraisingExpenseAmt0465330
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02027205
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt09102
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08882
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021556
IRS990/DepreciationDepletionGrp/TotalAmt039540
IRS990/Desc0THE INSTITUTE CARRIED OUT SEVERAL PROGRAMS, CONFERENCES AND PUBLICATIONS DURING THE YEAR RELATING TO ITS EXEMPT PURPOSE, RESEARCH ON PUBLIC POLICY ISSUES, AND NEWSLETTERS AND PUBLICATIONS FEATURING PUBLIC POLICY ISSUES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01194198
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt04079
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03980
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09661
IRS990/FeesForServicesAccountingGrp/TotalAmt017720
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt06319
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt02009
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt029915
IRS990/FeesForServicesLobbyingGrp/TotalAmt038243
IRS990/FeesForServicesOtherGrp/FundraisingAmt054665
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017375
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0258795
IRS990/FeesForServicesOtherGrp/TotalAmt0330835
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5345025
IRS990/Form990PartVIISectionAGrp/PersonNm0STANFORD SWIM
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT MCKINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2BRENT ANDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAN ZOGMAISTER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK STODDARD
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL MERO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5151170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt030046
IRS990/FundraisingGrossIncomeAmt026418
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02057251
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt014324
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013978
IRS990/InformationTechnologyGrp/ProgramServicesAmt033924
IRS990/InformationTechnologyGrp/TotalAmt062226
IRS990/InsuranceGrp/FundraisingAmt01429
IRS990/InsuranceGrp/ManagementAndGeneralAmt01395
IRS990/InsuranceGrp/ProgramServicesAmt03385
IRS990/InsuranceGrp/TotalAmt06209
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0254610
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115115
IRS990/LandBldgEquipBasisNetGrp/EOYAmt092126
IRS990/LandBldgEquipCostOrOtherBssAmt0346736
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt030000
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AS A CONSERVATIVE PUBLIC POLICY THINK TANK, THE ORGANIZATION'S MISSION IS TO SHAPE UTAH LAW AND POLICY BASED ON A CORE SET OF GOVERNING PRINCIPLES. WE STRIVE TO MAKE UTAH AN EXAMPLE OF GOOD GOVERNMENT FOR THE REST OF THE NATION AND A GREAT PLACE TO LIVE, WORK AND RAISE A FAMILY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt013141
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt010621
IRS990/NetAssetsOrFundBalancesBOYAmt0154531
IRS990/NetAssetsOrFundBalancesEOYAmt0-150569
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3628
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3628
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt040848
IRS990/OccupancyGrp/ManagementAndGeneralAmt039859
IRS990/OccupancyGrp/ProgramServicesAmt096738
IRS990/OccupancyGrp/TotalAmt0177445
IRS990/OfficeExpensesGrp/FundraisingAmt03871
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01636
IRS990/OfficeExpensesGrp/ProgramServicesAmt03969
IRS990/OfficeExpensesGrp/TotalAmt09476
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt098479
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010707
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027164
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025359
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063230
IRS990/OtherExpensesGrp/Desc0POSTAGE AND MAILINGS
IRS990/OtherExpensesGrp/Desc1COPYING AND PRINTING
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt048628
IRS990/OtherExpensesGrp/FundraisingAmt146151
IRS990/OtherExpensesGrp/FundraisingAmt23829
IRS990/OtherExpensesGrp/FundraisingAmt32111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt047062
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23736
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32167
IRS990/OtherExpensesGrp/ProgramServicesAmt0114228
IRS990/OtherExpensesGrp/ProgramServicesAmt13582
IRS990/OtherExpensesGrp/ProgramServicesAmt29068
IRS990/OtherExpensesGrp/ProgramServicesAmt36131
IRS990/OtherExpensesGrp/TotalAmt0209918
IRS990/OtherExpensesGrp/TotalAmt150759
IRS990/OtherExpensesGrp/TotalAmt216633
IRS990/OtherExpensesGrp/TotalAmt310409
IRS990/OtherLiabilitiesGrp/BOYAmt012542
IRS990/OtherLiabilitiesGrp/EOYAmt026733
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt091501
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0232128
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0216707
IRS990/OtherSalariesAndWagesGrp/TotalAmt0540336
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011102
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028165
IRS990/PayrollTaxesGrp/ProgramServicesAmt026292
IRS990/PayrollTaxesGrp/TotalAmt065559
IRS990/PensionPlanContributionsGrp/FundraisingAmt0984
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02497
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02331
IRS990/PensionPlanContributionsGrp/TotalAmt05812
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01137
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090
IRS990/PrincipalOfficerNm0STANFORD SWIM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01415575
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014
IRS990/PYOtherExpensesAmt0609036
IRS990/PYOtherRevenueAmt08421
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09657
IRS990/PYSalariesCompEmpBnftPaidAmt0805317
IRS990/PYTotalExpensesAmt01414353
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01424010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt036552
IRS990/ReconcilationRevenueExpnssAmt0-305100
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01329
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02030833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01423996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01309705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01453942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01335989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07554465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0162
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026418
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54380
IRS990ScheduleA/PublicSupportPY170Pct00.62140
IRS990ScheduleA/PublicSupportTotal170Amt04108333
IRS990ScheduleA/SubstantialContributorsTotAmt03446132
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02030833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01423996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01309705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01453942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01335989
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07554465
IRS990ScheduleA/TotalSupportAmt07554627
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearAmt0108
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus1Amt0108
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus2Amt0590
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt0806
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt066654
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt054109
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt056392
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt051797
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0228952
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0266615
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0216435
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0225569
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0207187
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0915806
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt038243
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt037566
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt039455
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt043964
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt0159228
IRS990ScheduleC/GrassrootsCeilingAmt0343428
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt066654
IRS990ScheduleC/LobbyingCeilingAmt01373709
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0266615
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt02294062
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt038135
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt02332305
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt0108
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt038243
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03372
IRS990ScheduleD/DonatedServicesUseFcltsAmt03372
IRS990ScheduleD/EquipmentGrp/BookValueAmt067855
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0194602
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0262457
IRS990ScheduleD/ExpensesNotReportedAmt03372
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02332305
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08794
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01927
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010721
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt098479
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE INVESTMENT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015477
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058081
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073558
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/RevenueNotReportedAmt03372
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02027205
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE INSTITUTE IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE INSTITUTE IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE INSTITUTE HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE INSTITUTE WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092126
IRS990ScheduleD/TotalBookValueOtherAssetsAmt098479
IRS990ScheduleD/TotalExpensesPerForm990Amt02332305
IRS990ScheduleD/TotalLiabilityAmt026733
IRS990ScheduleD/TotalRevenuePerForm990Amt02027205
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02030577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02335677
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030046
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04622
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026418
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3628
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02550
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022874
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022874

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$239,280
Liabilities
$389,849
Net assets
-$150,569
Revenue
$2,027,205
Expenses
$2,332,305
Net income
-$305,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.27$0.74$2.08$2.22$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.40$0.87$1.84$2.17$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.50$1.16$2.17$1.44$0.72
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.22$0.28$1.43$1.44$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.15$0.29$0.59$1.49$0.89
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.13$1.18$2.81$1.58$1.23
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.16$0.05$1.91$1.97$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.09$0.01$2.01$2.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.10$0.01$3.68$4.53$0.85
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.27$0.84$3.10$2.11$0.99
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.39$0.15$2.03$2.33$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.07$0.15$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.06$0.14$1.51
2011Summary only. Only limited summary data is available for this year.$0.38$0.03$0.35$1.45$1.32$0.13