Civic Intelligence

Smith-Pettit Foundation

990PF • Fiscal year 2020 • EIN 87-0641442

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 29, 2021

514 West 400 NorthSalt Lake City, UT 84116

(415) 773-2804

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$141,750

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

40th percentile

2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$17,006,971

Up $337,608 (+2.0%) from 2019

Net Assets

$17,006,971

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,319,503

Up $239,096 (+22%) from 2019

Expenses

Down

$980,129

Down $90,017 (-8.4%) from 2019

Net Income

Up

$339,374

Up $329,113 (+3207%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $11,278,968Liabilities 2011: $02011Assets 2012: $12,259,683Liabilities 2012: $02012Assets 2013: $13,521,861Liabilities 2013: $1,1962013Assets 2014: $13,787,957Liabilities 2014: $1,1962014Assets 2015: $15,034,887Liabilities 2015: $02015Assets 2019: $16,669,363Liabilities 2019: $02019Assets 2020: $17,006,971Liabilities 2020: $0Net Assets 2020: $17,006,9712020Assets 2021: $17,077,346Liabilities 2021: $0Net Assets 2021: $17,077,3462021Assets 2022: $15,897,023Liabilities 2022: $0Net Assets 2022: $15,897,0232022Assets 2023: $16,670,183Liabilities 2023: $4,243Net Assets 2023: $16,665,9402023Assets 2024: $17,214,265Liabilities 2024: $4,001Net Assets 2024: $17,210,2642024

Highlighted filing

2020

Assets$17,006,971
Liabilities$0
Net Assets$17,006,971

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,153,001Expenses 2011: $818,163Net Income 2011: $334,8382011Revenue 2012: $1,932,634Expenses 2012: $966,674Net Income 2012: $965,9602012Revenue 2013: $2,208,871Expenses 2013: $929,127Net Income 2013: $1,279,7442013Revenue 2014: $1,267,855Expenses 2014: $994,567Net Income 2014: $273,2882014Revenue 2015: $2,339,215Expenses 2015: $1,040,038Net Income 2015: $1,299,1772015Revenue 2019: $1,080,407Expenses 2019: $1,070,146Net Income 2019: $10,2612019Revenue 2020: $1,319,503Expenses 2020: $980,129Net Income 2020: $339,3742020Revenue 2021: $1,780,934Expenses 2021: $1,710,753Net Income 2021: $70,1812021Revenue 2022: $633,436Expenses 2022: $2,313,809Net Income 2022: -$1,680,3732022Revenue 2023: $799,739Expenses 2023: $966,029Net Income 2023: -$166,2902023Revenue 2024: $3,192,326Expenses 2024: $878,921Net Income 2024: $2,313,4052024

Highlighted filing

2020

Revenue$1,319,503
Expenses$980,129
Net Income$339,374
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 29, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY J BERGERAVice Pres & SecretaryFT$135,000$6,750$141,750
GEORGE D SMITH JRPresident & Treasurer-$0--
DAVID P WRIGHTDirector-$0--
RONALD L PRIDDISDirector-$0--
CAMILLA SMITHDirector-$0--
SARAH SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smith-pettit Foundation
EIN
87-0641442
Phone
4157732804
Address
514 WEST 400 NORTH, SALT LAKE CITY, UT 84116

Signing Officer

Name
Gary J Bergera
Title
Vice President
Phone
4157732804
Signed
2021-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
H Kimberly Zydel
Phone
4157812500
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND @ 514/520 W 400 N SALT LAKE CITY, UT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BLDG @ 514/520 W 400 N SALT LAKE CITY, UT
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-B, LINE 1 PROGRAM RELATED INVESTMENT
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1EXEMPT PURPOSE OF SMITH PETTIT FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VII-A, LINE 11
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