Civic Intelligence

Barbara J Shurtleff Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-0660664

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization Profile
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

62nd percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-91%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.8%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$205,819

Down $5,970 (-2.8%) from 2022

Net Assets

Down

$205,799

Down $5,970 (-2.8%) from 2022

Liabilities

Flat

$20

Flat from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin9th percentile

Revenue

Up

$6,530

Up $6,530 from 2022

Expenses

Up

$12,500

Up $7,490 (+150%) from 2022

Net Income

Down

-$5,970

Down $960 (-19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2023

Assets$205,819
Liabilities$20
Net Assets$205,799
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$6,530
Expenses$12,500
Net Income-$5,970
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

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
2024-05-13
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
Raw XML Appendix220 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5970
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02689
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0255
IRS990PF/FMVAssetsEOYAmt0204739
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0211789
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06789
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IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-213915
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0201819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06789
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0195030
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03027
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0198792
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0201819
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael G Shurtleff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bart T Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Rebecca Blaine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05203 South Spring Gate
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12148 South Oneida Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22148 South Oneida Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salt Lake City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Salt Lake City
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284109
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08014845206
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Huntington's Disease Society of Ame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0505 8th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt0635
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04365
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09940
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04365
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07500
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bart T Weed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA J SHURTLEFF CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0870660664
ReturnHeader/Filer/PhoneNum08014845206
ReturnHeader/Filer/USAddress/AddressLine1Txt02148 SOUTH ONEIDA STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870440711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPSON AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05353 S 960 E STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURRAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084117
ReturnHeader/PreparerPersonGrp/PhoneNum08014845206
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BART T WEED
ReturnHeader/ReturnTs02024-05-13T12:31:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bart T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Weed
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,819
Liabilities
$20
Net assets
$205,799
Revenue
$6,530
Expenses
$12,500
Net income
-$5,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.00$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.00$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.07$0.00$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.06$0.02$0.05
2015Summary only. Only limited summary data is available for this year.$3.16$0.00$0.10$0.20$0.09
2014Summary only. Only limited summary data is available for this year.$3.25$0.00$0.10$0.34$0.24
2013Summary only. Only limited summary data is available for this year.$3.50$0.00$0.10$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.07$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$3.70$0.00$0.08$0.18$0.10