Civic Intelligence

Barbara J Shurtleff Charitable Foundation

990PF • Fiscal year 2022 • EIN 87-0660664

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

2148 South Oneida StreetSalt Lake City, UT 84109

(801) 484-5206

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$211,789

Down $5,000 (-2.3%) from 2021

Net Assets

Down

$211,769

Down $5,010 (-2.3%) from 2021

Liabilities

Up

$20

Up $10 (+100%) from 2021

Revenue

Flat

$0

Flat from 2021

Expenses

Up

$5,010

Up $2,000 (+66%) from 2021

Net Income

Down

-$5,010

Down $2,000 (-66%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $369,770Liabilities 2011: $102011Assets 2012: $358,024Liabilities 2012: $02012Assets 2013: $349,645Liabilities 2013: $102013Assets 2014: $325,447Liabilities 2014: $102014Assets 2015: $315,992Liabilities 2015: $102015Assets 2019: $212,450Liabilities 2019: $0Net Assets 2019: $212,4502019Assets 2020: $219,789Liabilities 2020: $0Net Assets 2020: $219,7892020Assets 2021: $216,789Liabilities 2021: $10Net Assets 2021: $216,7792021Assets 2022: $211,789Liabilities 2022: $20Net Assets 2022: $211,7692022Assets 2023: $205,819Liabilities 2023: $20Net Assets 2023: $205,7992023Assets 2024: $204,457Liabilities 2024: $38Net Assets 2024: $204,4192024

Highlighted filing

2022

Assets$211,789
Liabilities$20
Net Assets$211,769

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $8,290Expenses 2011: $18,146Net Income 2011: -$9,8562011Revenue 2012: $7,447Expenses 2012: $19,183Net Income 2012: -$11,7362012Revenue 2013: $10,036Expenses 2013: $18,425Net Income 2013: -$8,3892013Revenue 2014: $9,993Expenses 2014: $34,191Net Income 2014: -$24,1982014Revenue 2015: $10,161Expenses 2015: $19,616Net Income 2015: -$9,4552015Revenue 2019: $6,394Expenses 2019: $1,511Net Income 2019: $4,8832019Revenue 2020: $7,349Expenses 2020: $10Net Income 2020: $7,3392020Revenue 2021: $0Expenses 2021: $3,010Net Income 2021: -$3,0102021Revenue 2022: $0Expenses 2022: $5,010Net Income 2022: -$5,0102022Revenue 2023: $6,530Expenses 2023: $12,500Net Income 2023: -$5,9702023Revenue 2024: $8,712Expenses 2024: $10,092Net Income 2024: -$1,3802024

Highlighted filing

2022

Revenue$0
Expenses$5,010
Net Income-$5,010
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael G ShurtleffTrustee-$0--
Bart T WeedTrustee-$0--
Rebecca BlaineTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara J Shurtleff Charitable
EIN
87-0660664
Phone
8014845206
Address
2148 SOUTH ONEIDA STREET, SALT LAKE CITY, UT 84109

Signing Officer

Name
Bart T Weed
Title
Trustee
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Simpson and Company
Address
5353 S 960 E STE 102, MURRAY, UT 84117
Preparer
Bart T Weed
Phone
8014845206
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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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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0870660664
ReturnHeader/Filer/PhoneNum08014845206
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ReturnHeader/PreparerPersonGrp/PhoneNum08014845206
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BART T WEED
ReturnHeader/ReturnTs02023-05-08T08:47:29-07:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • <$500k nonprofits