Civic Intelligence

Gary E Stevenson Foundation

990PF • Fiscal year 2014 • EIN 87-0533500

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
4316 Summerview CirBountiful, UT 84010

(801) 802-9100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-42%

Higher net margin than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$448,761

Down $8,743 (-1.9%) from 2013

Net Assets

Down

$448,761

Down $8,743 (-1.9%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Up

$20,722

Up $7,462 (+56%) from 2013

Expenses

Up

$29,465

Up $535 (+1.8%) from 2013

Net Income

Up

-$8,743

Up $6,927 (+44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2010: $378,603Liabilities 2010: $2,660Net Assets 2010: $375,9432010Assets 2011: $506,627Liabilities 2011: $0Net Assets 2011: $506,6272011Assets 2012: $473,174Liabilities 2012: $0Net Assets 2012: $473,1742012Assets 2013: $457,504Liabilities 2013: $1Net Assets 2013: $457,5042013Assets 2014: $448,761Liabilities 2014: $0Net Assets 2014: $448,7612014Assets 2015: $440,010Liabilities 2015: $1Net Assets 2015: $440,0102015Assets 2016: $412,605Liabilities 2016: $0Net Assets 2016: $412,6052016Assets 2017: $420,303Liabilities 2017: $0Net Assets 2017: $420,3032017Assets 2018: $400,259Liabilities 2018: $0Net Assets 2018: $400,2592018Assets 2019: $376,972Liabilities 2019: $1Net Assets 2019: $376,9722019Assets 2020: $379,179Liabilities 2020: $1Net Assets 2020: $379,1792020Assets 2021: $391,324Liabilities 2021: $1Net Assets 2021: $391,3242021Assets 2022: $366,413Liabilities 2022: $1Net Assets 2022: $366,4132022Assets 2023: $382,727Liabilities 2023: $1Net Assets 2023: $377,7102023Assets 2024: $347,400Liabilities 2024: $0Net Assets 2024: $347,4002024

Highlighted filing

2014

Assets$448,761
Liabilities$0
Net Assets$448,761
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $20,4662010Expenses 2011: $27,1382011Expenses 2012: $35,6232012Revenue 2013: $13,260Expenses 2013: $28,930Net Income 2013: -$15,6702013Revenue 2014: $20,722Expenses 2014: $29,465Net Income 2014: -$8,7432014Revenue 2015: $20,434Expenses 2015: $29,185Net Income 2015: -$8,7512015Revenue 2016: $2,917Expenses 2016: $30,322Net Income 2016: -$27,4052016Revenue 2017: $38,549Expenses 2017: $30,851Net Income 2017: $7,6982017Revenue 2018: $19,768Expenses 2018: $39,812Net Income 2018: -$20,0442018Revenue 2019: $10,797Expenses 2019: $34,084Net Income 2019: -$23,2872019Revenue 2020: $37,454Expenses 2020: $35,007Net Income 2020: $2,4472020Revenue 2021: $48,076Expenses 2021: $36,964Net Income 2021: $11,1122021Revenue 2022: -$1,440Expenses 2022: $23,471Net Income 2022: -$24,9112022Revenue 2023: $38,473Expenses 2023: $22,159Net Income 2023: $16,3142023Revenue 2024: $10,510Expenses 2024: $40,820Net Income 2024: -$30,3102024

Highlighted filing

2014

Revenue$20,722
Expenses$29,465
Net Income-$8,743
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY E STEVENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gary E Stevenson Foundation
EIN
87-0533500
Phone
8018029100
Address
4316 SUMMERVIEW CIR, BOUNTIFUL, UT 84010

Signing Officer

Name
Gary E Stevenson
Title
Trustee
Phone
8018029100
Signed
2015-05-12

Preparer

Firm
Biesinger & Kofford Cpas
Address
4692 N 300 W STE 210, PROVO, UT 84604
Preparer
Kenneth W Biesinger
Phone
8018029100
Raw XML Appendix318 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LDS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASIJ HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt01-1-1 NOMIZU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0CHOFU-SHI 182-0031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0TOKYO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0JA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022704
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022704
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02784
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04008
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022704
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019327
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023335
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt092
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PALOMAR-2% PORTFOLIO DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt092
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt092
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt017
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11497
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SPECIALLY ALLOCATED DEPR
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PALOMAR-R E INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11497
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0QUARTERLY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MISCELLANEOUS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1835
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0209
TaxesSchedule/TaxesDetail/Amt0209
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0209
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY E STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08018029100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY E STEVENSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0870533500
ReturnHeader/Filer/PhoneNum08018029100
ReturnHeader/Filer/USAddress/AddressLine1Txt04316 SUMMERVIEW CIR
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203895490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIESINGER & KOFFORD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04692 N 300 W STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084604
ReturnHeader/PreparerPersonGrp/PhoneNum08018029100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH W BIESINGER
ReturnHeader/ReturnTs02015-05-12T16:31:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$448,761
Liabilities
$0
Net assets
$448,761
Revenue
$20,722
Expenses
$29,465
Net income
-$8,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.11$0.41$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.78$0.38$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.01$0.23$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.48$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.37$0.35$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.11$0.34$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.20$0.40$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.39$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.03$0.30$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.20$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.21$0.29$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.13$0.29$0.16
2012Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.36
2011Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.27
2010Detailed filing. Detailed filing data is available for this year.$3.79$0.03$3.76$0.20