The Headlee Family Foundation

EIN 87-0532544 • St George, UT

1732 W 540 North Unit 91St George, UT 84770

Siviq Scores

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

0.00x

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

<$500k nonprofits • Source year 2014

0.00x

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

<$500k nonprofits • Source year 2014

-50%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2014

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2014

-7.2%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

-31%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$103,597

Down $8,088 (-7.2%) from 2013

Liabilities

Flat

Flat from 2013

Net Assets

Down

$103,597

Down $8,088 (-7.2%) from 2013

Operations

Liabilities / Revenue66th percentile Net Margin16th percentile

Revenue

Down

$16,192

Down $7,107 (-31%) from 2013

Expenses

Down

$24,280

Down $4,015 (-14%) from 2013

Net Income

Down

-$8,088

Down $3,092 (-62%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2014

Assets$103,597

Liabilities$0

Net Assets$103,597

Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2014

Revenue$16,192

Expenses$24,280

Net Income-$8,088

Open 2014 Filing

Filings

Most recent year

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

Open filing

Assets: $103,597
Liabilities: $0
Net assets: $103,597
Revenue: $16,192
Expenses: $24,280
Net income: -$8,088

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.16	$0.24	$0.08
2013Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.23	$0.28	$0.05
2012Summary only. Only limited summary data is available for this year.	$1.17	$0.00		$0.24	$0.35	$0.11
2011Summary only. Only limited summary data is available for this year.	$1.28	$0.00		$0.23	$0.29	$0.05

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Jun 4, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL HEADLEE	Trustee	-	$0	-	-
KATHY BARNARD	Trustee	-	$0	-	-
HOWARD HEADLEE	Trustee	-	$0	-	-
NATALIE BLACKWELL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Headlee Family Foundation
EIN: 87-0532544
Phone: 8015826176
Address: 1732 W 540 NORTH UNIT 91, ST GEORGE, UT 84770

Signing Officer

Name: Michael Headlee
Title: Trustee
Phone: 8015826176
Signed: 2015-06-04
Discuss with paid preparer: Yes

Preparer

Firm: Management Enterprises LLC
Address: 5010 E TRAILS END WAY, SALT LAKE CITY, UT 84108
Preparer: Fred a Smolka CPA
Phone: 8015826176

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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	12150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	MISSIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	HUMANITARIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	EDUCATIONSL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	HUMAINITARIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	UTAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CHURCH OF JESUS CHRIST - LDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	GOSPEL IDEALS INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	MOTHERS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	57 EAST NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	50 EAST NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	525 SO FOOTHILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	4220 W OLD ORCHARD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	DEDAR HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	84111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	84111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	84113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	84062
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	22450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	4810
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	4810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	22866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	29308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	22486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	20623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	17057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	17057
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	114753
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	19470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	22866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	29308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	22486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	20623
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	24280
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	19470
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	131810
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	112340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	SOLTIS INVESTMENT ADVISORS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	192 EAST 200 NORTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ST GEORGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	84770
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	13750
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	250
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	SOLTIS INVESTMENT ADVISORS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	192 EAST 200 NORTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	ST GEORGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	84770
TaxesSchedule/TaxesDetail/Amt	0	50
TaxesSchedule/TaxesDetail/CategoryTxt	0	INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	50
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	50
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL HEADLEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8015826176
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HEADLEE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HEAD
ReturnHeader/Filer/EIN	0	870532544
ReturnHeader/Filer/PhoneNum	0	8015826176
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1732 W 540 NORTH UNIT 91
ReturnHeader/Filer/USAddress/CityNm	0	ST GEORGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	UT
ReturnHeader/Filer/USAddress/ZIPCd	0	84770
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	870624316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MANAGEMENT ENTERPRISES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5010 E TRAILS END WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	84108
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8015826176
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	FRED A SMOLKA CPA
ReturnHeader/ReturnTs	0	2015-06-04T23:12:00-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

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