Civic Intelligence

Robert F Orr Charitable Foundation

990PF • Fiscal year 2014 • EIN 87-0680982

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 09, 2015

8781 South Falcon Heights LaneSuiteCottonwood Heights, UT 84093

(801) 943-0642

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$918,641

Up $87,419 (+11%) from 2013

Net Assets

Up

$918,641

Up $87,419 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$280,388

Up $36,677 (+15%) from 2013

Expenses

Up

$192,969

Up $115,381 (+149%) from 2013

Net Income

Down

$87,419

Down $78,704 (-47%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $502,168Liabilities 2011: $02011Assets 2012: $665,099Liabilities 2012: $02012Assets 2013: $831,222Liabilities 2013: $0Net Assets 2013: $831,2222013Assets 2014: $918,641Liabilities 2014: $0Net Assets 2014: $918,6412014Assets 2015: $810,357Liabilities 2015: $0Net Assets 2015: $810,3572015Assets 2016: $874,565Liabilities 2016: $0Net Assets 2016: $874,5652016Assets 2017: $884,586Liabilities 2017: $0Net Assets 2017: $884,5862017Assets 2018: $1,131,625Liabilities 2018: $0Net Assets 2018: $1,131,6252018Assets 2019: $1,143,747Liabilities 2019: $0Net Assets 2019: $1,143,7472019Assets 2020: $4,046,770Liabilities 2020: $0Net Assets 2020: $4,046,7702020Assets 2021: $5,396,921Liabilities 2021: $0Net Assets 2021: $5,396,9212021Assets 2022: $4,909,752Liabilities 2022: $0Net Assets 2022: $4,909,7522022Assets 2023: $4,372,675Liabilities 2023: $0Net Assets 2023: $4,372,6752023Assets 2024: $3,921,482Liabilities 2024: $0Net Assets 2024: $3,921,4822024

Highlighted filing

2014

Assets$918,641
Liabilities$0
Net Assets$918,641

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $34,858Expenses 2011: $90,467Net Income 2011: -$55,6092011Revenue 2012: $205,574Expenses 2012: $42,643Net Income 2012: $162,9312012Revenue 2013: $243,711Expenses 2013: $77,588Net Income 2013: $166,1232013Revenue 2014: $280,388Expenses 2014: $192,969Net Income 2014: $87,4192014Revenue 2015: $297,385Expenses 2015: $117,942Net Income 2015: $179,4432015Revenue 2016: $104,222Expenses 2016: $73,534Net Income 2016: $30,6882016Revenue 2017: $250,691Expenses 2017: $61,672Net Income 2017: $189,0192017Revenue 2018: $403,258Expenses 2018: $99,504Net Income 2018: $303,7542018Revenue 2019: $237,080Expenses 2019: $139,026Net Income 2019: $98,0542019Revenue 2020: $3,900,135Expenses 2020: $194,499Net Income 2020: $3,705,6362020Revenue 2021: $1,638,252Expenses 2021: $288,101Net Income 2021: $1,350,1512021Revenue 2022: $51,543Expenses 2022: $538,712Net Income 2022: -$487,1692022Revenue 2023: -$194,340Expenses 2023: $342,737Net Income 2023: -$537,0772023Revenue 2024: $135,032Expenses 2024: $554,553Net Income 2024: -$419,5212024

Highlighted filing

2014

Revenue$280,388
Expenses$192,969
Net Income$87,419
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 9, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT F ORRPresident/Director-$0--
KELLI LUNDGRENSec/Treasurer/Director-$0--
GREGORY R ORRDirector-$0--
TROY J ORRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert F Orr Charitable Foundation
EIN
87-0680982
In Care Of
% KELLI LUNDGREN
Phone
8019430642
Address
8781 SOUTH FALCON HEIGHTS LANE, Suite, Cottonwood Heights, UT 84093

Signing Officer

Name
Robert F Orr
Title
Trustee
Phone
8015316888
Signed
2015-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
155 North 400 West Suite 500, SALT LAKE CITY, UT 84103
Preparer
Jennifer Smith
Phone
8015316888
Raw XML AppendixShowing 400 of 464 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM GAIN-SEE ATTACHMENT A
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330 SHS - EXXON MOBILE CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc418 SHS - GOOGLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5800 SHS - HCP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64,200 SHS - ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7170 SHS - ISHARES MSCI AUSTRALIA INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8365 SHS - ISHARES INC MSCI PACIFIC EX-JAPAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925 SHS - ISHARES INC MSCI SOUTH KOREA INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200 SHS - ISHARES MSCI HONG KONG INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11502.31 SHS - MERGER FUND - INST #301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc127000 SHS - CONOCOPHILLIPS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT F ORR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLI LUNDGREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GREGORY R ORR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Educational
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Educational Programming
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Waterford School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Planned Parenthood of Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Shriners Hospital for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3San Dieguito River Valley Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Huntsman Cancer Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Renaissance Arts Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Whitman College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Idaho Rivers United
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Circle of Friends
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10KUED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01480 East 9400 South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1654 South 900 East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Fairfax Road at Virginia Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33030 Bunker Hill Street Suite 307C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42000 Circle of Hope Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6345 Boyer Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 5022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9654 South 900 East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10101 S Wasatch Dr Rm 215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sandy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Rupert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Walla Walla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Hagerstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Boise
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045700
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.14$0.55$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.19$0.34$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.05$0.54$0.49
2021Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$1.64$0.29$1.35
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$3.90$0.19$3.71
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.24$0.14$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.40$0.10$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.25$0.06$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.30$0.12$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.28$0.19$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.24$0.08$0.17
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.21$0.04$0.16
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.03$0.09$0.06