Civic Intelligence

Sutherland Institute

990 • Fiscal year 2016 • EIN 87-0531727

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization ProfileWWW.SUTHERLANDINSTITUTE.ORG

View Organization Page

15 West South Temple Ste 200Salt Lake City, UT 84101

(801) 355-1272

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.12x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$237,572

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

1st percentile

-92%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$92,067

Down $1,016,211 (-92%) from 2015

Net Assets

Down

-$11,309

Down $848,717 (-101%) from 2015

Liabilities

Down

$103,376

Down $167,494 (-62%) from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin14th percentile

Revenue

Up

$3,682,989

Up $580,408 (+19%) from 2015

Expenses

Up

$4,531,706

Up $2,417,102 (+114%) from 2015

Net Income

Down

-$848,717

Down $1,836,694 (-186%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2016

Assets$92,067
Liabilities$103,376
Net Assets-$11,309
Open 2016 Filing

Operations Trend

Revenue Growth76th 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

2016

Revenue$3,682,989
Expenses$4,531,706
Net Income-$848,717
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$3,682,989
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.

A conservative public policy think tank, sutherland institute is pursuing the path to "a new birth of freedom" for america through a free market economy, civil society and community-driven solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$686,975--
Land, Buildings, and Equipment, Net$51,797$62,169▲ $10,372
Loans From Officers Directors$46,440--
Cash and Non-Interest-Bearing Accounts$364,716$29,735▼ $334,981
Savings and Temporary Cash Investments$1,329--
Accounts Receivable$3,461$163▼ $3,298
Total Assets$1,108,278$92,067▼ $1,016,211
Liabilities
Accounts Payable and Accrued Expenses$29,120$45,636▲ $16,516
Other Liabilities$187,391$44,399▼ $142,992
Mortgage Notes Payable Secured by Investment Property$7,919$13,341▲ $5,422
Total Liabilities$270,870$103,376▼ $167,494
Net Assets / Fund Balance
Temporarily Rstr Net Assets$736,975$0▼ $736,975
Unrestricted Net Assets$100,433$-11,309▼ $111,742
Total Net Assets Fund Balance$837,408$-11,309▼ $848,717
Total Liabilities and Net Assets / Fund Balance$1,108,278$92,067▼ $1,016,211

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,993$181,549$230,542
Other Land Buildings$6,526$67,032$73,558
Leasehold Improvements$6,650$4,071$10,721
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleBaseOtherTotal
Paul MeroFormer President$229,515$237,572$237,572

Board Members and Trustees

NameTitle
Stanford SwimChairman of the Board
Boyd MathesonPresident
Brent AndersenBoard Member
Brent MckinleyBoard Member
Jan ZogmaisterBoard Member
Joseph KerryBoard Member
Mark StoddardBoard Member
Steven DensleyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$3,529,356
Program Service Revenue
$153,633
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,529,356
Change in Net Assets
$-848,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,682,989
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,682,989
Total Revenue per Form 990
$3,682,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,581,941
Salaries, Compensation, and Employee Benefits$949,765
Total Fundraising Expense$278,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,033,811--$1,033,811
Fees for Services Other$895,636$4,105$2,882$902,623
Other Salaries and Wages$496,144$115,766$67,320$679,230
Travel$251,876$279$2,538$254,693
Advertising$138,116-$81,146$219,262
Occupancy$102,559$47,594$32,950$183,103
Office Expenses$63,463$6,386$36,475$106,324
Other Employee Benefits$60,857$14,200$8,257$83,314
Payroll Taxes$50,651$11,818$6,873$69,342
Current Officers, Directors, Trustees, and Key Employees$38,324$19,162$6,388$63,874
Comp Disqual Persons$28,555$14,277$4,759$47,591
Fees for Services Lobbying$36,065$1,139$800$38,004
Other Expenses$31,223$1,269$879$33,371
Depreciation Depletion$17,119$7,948$5,503$30,570
Fees for Services Accounting$16,111$7,480$5,179$28,770
All Other Expenses$8,051$555$825$9,431
Pension Plan Contributions$4,685$1,093$636$6,414
Insurance$2,667$173$122$2,962
Total Functional Expenses$3,992,532$260,967$278,207$4,531,706

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,531,706
Total Expenses per Audited Statements$4,531,706
Total Expenses per Form 990$4,531,706
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$46,440--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$44,399
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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 and chairman of sutherland institute review the 990 before it is filed.”

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

“The board of trustees determine the compensation of the president; the president in counsel with the trustees determine the compensation of the staff. President and staff salaries are reviewed regularly against third party bench mark data.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sutherland Institute
EIN
87-0531727
Phone
8013551272
Address
15 WEST SOUTH TEMPLE STE 200, SALT LAKE CITY, UT 84101

Signing Officer

Name
Boyd Matheson
Title
President
Phone
8013551272
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Boyd Matheson
Formed
1995
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
6
Employees
22
Volunteers
230

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1128
Preparer
Mark C Furniss CPA
Phone
8015322200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other : program service expenses 895,636. Management and general expenses 4,105. Fundraising expenses 2,882. Total expenses 902,623.”

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), that 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 520 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8FORMER PRESIDENT
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IRS990/MissionDesc0A CONSERVATIVE PUBLIC POLICY THINK TANK, SUTHERLAND INSTITUTE IS PURSUING THE PATH TO "A NEW BIRTH OF FREEDOM" FOR AMERICA THROUGH A FREE MARKET ECONOMY, CIVIL SOCIETY AND COMMUNITY-DRIVEN SOLUTIONS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE INSTITUTE HOSTED WORLD CONGRESS OF FAMILIES IX IN OCTOBER 2015. THIS EVENT IS THE PREMIER GLOBAL GATHERING OF PARENTS, YOUTH, LAWMAKERS, SCHOLARS, RELIGIOUS LEADERS, AND ADVOCATES UNITED TO AFFIRM, CELEBRATE, AND ENCOURAGE THE NATURAL FAMILY.
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IRS990/ScheduleBRequiredInd01
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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), THAT 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:
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,067
Liabilities
$103,376
Net assets
-$11,309
Revenue
$3,682,989
Expenses
$4,531,706
Net income
-$848,717
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