Civic Intelligence

Barbara J Shurtleff Charitable Foundation

990PF • Fiscal year 2024 • EIN 87-0660664

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

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.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-0.7%

Faster asset growth than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$204,457

Down $1,362 (-0.7%) from 2023

Net Assets

Down

$204,419

Down $1,380 (-0.7%) from 2023

Liabilities

Up

$38

Up $18 (+90%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Up

$8,712

Up $2,182 (+33%) from 2023

Expenses

Down

$10,092

Down $2,408 (-19%) from 2023

Net Income

Up

-$1,380

Up $4,590 (+77%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2024

Assets$204,457
Liabilities$38
Net Assets$204,419
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

2024

Revenue$8,712
Expenses$10,092
Net Income-$1,380
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
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
2025-05-15
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 Appendix235 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03057
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael G Shurtleff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bart T Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Rebecca Blaine
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12148 South Oneida Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22148 South Oneida Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salt Lake City
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Salt Lake City
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Lic
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bart T Weed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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/ReturnTs02025-05-15T10:59:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$204,457
Liabilities
$38
Net assets
$204,419
Revenue
$8,712
Expenses
$10,092
Net income
-$1,380
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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