Civic Intelligence

James Family Foundation

EIN 87-0637968 • Lindon, UT

Pub. 78 Eligible
462 N 790 WLindon, UT 84042
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

58th percentile

0.8%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$141,142

Up $38,269 (+37%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$141,142

Up $38,269 (+37%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin71st percentile

Revenue

Up

$8,069

Up $2,758 (+52%) from 2023

Expenses

Down

$2,005

Down $2,442 (-55%) from 2023

Net Income

Up

$6,064

Up $5,200 (+602%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2010: $133,242Liabilities 2010: $0Net Assets 2010: $133,2422010Assets 2011: $129,627Liabilities 2011: $0Net Assets 2011: $129,6272011Assets 2012: $131,739Liabilities 2012: $0Net Assets 2012: $131,7392012Assets 2013: $145,702Liabilities 2013: $0Net Assets 2013: $145,7022013Assets 2014: $140,805Liabilities 2014: $0Net Assets 2014: $140,8052014Assets 2015: $136,507Liabilities 2015: $0Net Assets 2015: $136,5072015Assets 2016: $114,576Liabilities 2016: $0Net Assets 2016: $114,5762016Assets 2018: $102,850Liabilities 2018: $0Net Assets 2018: $102,8502018Assets 2019: $106,218Liabilities 2019: $0Net Assets 2019: $106,2182019Assets 2020: $109,156Liabilities 2020: $0Net Assets 2020: $109,1562020Assets 2021: $102,576Liabilities 2021: $0Net Assets 2021: $102,5762021Assets 2022: $102,009Liabilities 2022: $0Net Assets 2022: $102,0092022Assets 2023: $102,873Liabilities 2023: $0Net Assets 2023: $102,8732023Assets 2024: $141,142Liabilities 2024: $0Net Assets 2024: $141,1422024

Highlighted filing

2024

Assets$141,142
Liabilities$0
Net Assets$141,142
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $3922010Expenses 2011: $3,0562011Expenses 2012: $1,9762012Revenue 2013: $15,272Expenses 2013: $1,309Net Income 2013: $13,9632013Revenue 2014: $8,112Expenses 2014: $13,009Net Income 2014: -$4,8972014Revenue 2015: $6,864Expenses 2015: $11,162Net Income 2015: -$4,2982015Revenue 2016: $5,615Expenses 2016: $27,546Net Income 2016: -$21,9312016Revenue 2018: $6,917Expenses 2018: $4,163Net Income 2018: $2,7542018Revenue 2019: $8,409Expenses 2019: $5,041Net Income 2019: $3,3682019Revenue 2020: $4,516Expenses 2020: $1,578Net Income 2020: $2,9382020Revenue 2021: $14,844Expenses 2021: $21,424Net Income 2021: -$6,5802021Revenue 2022: $7,103Expenses 2022: $7,670Net Income 2022: -$5672022Revenue 2023: $5,311Expenses 2023: $4,447Net Income 2023: $8642023Revenue 2024: $8,069Expenses 2024: $2,005Net Income 2024: $6,0642024

Highlighted filing

2024

Revenue$8,069
Expenses$2,005
Net Income$6,064
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,142
Liabilities
$0
Net assets
$141,142
Revenue
$8,069
Expenses
$2,005
Net income
$6,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.02$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.15$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.02$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.28$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.01$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL B JAMESManager-$0--
Filing and Contact Details

Filer

Filer Name
James Family Foundation
EIN
87-0637968
Phone
8012296200
Address
462 N 790 W, LINDON, UT 84042

Signing Officer

Name
Michael B James
Title
Manager
Phone
8012296200
Signed
2025-05-13

Preparer

Firm
Jeri Evans & Associates Pllc
Address
5525 S 900 E STE 140, SALT LAKE CITY, UT 84117
Preparer
Jeri Evans CPA
Phone
8017122740
Raw XML Appendix208 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
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TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/Amt176
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL B JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012296200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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ReturnHeader/Filer/EIN0870637968
ReturnHeader/Filer/PhoneNum08012296200
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ReturnHeader/Filer/USAddress/CityNm0LINDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084042
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452315395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERI EVANS & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05525 S 900 E STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084117
ReturnHeader/PreparerPersonGrp/PhoneNum08017122740
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERI EVANS CPA
ReturnHeader/ReturnTs02025-05-14T14:33:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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