Civic Intelligence

Sterling and Shelli Gardner Foundation

990PF • Fiscal year 2015 • EIN 87-0686202

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

610 Westfield RoadAlpine, UT 84004-1501

(801) 453-2080

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$498,082

Down $220,000 (-31%) from 2014

Net Assets

Down

$498,082

Down $220,000 (-31%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$0

Down $600,000 (-100%) from 2014

Expenses

Down

$220,000

Down $141,720 (-39%) from 2014

Net Income

Down

-$220,000

Down $458,280 (-192%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $787,743Liabilities 2010: $0Net Assets 2010: $787,7432010Assets 2011: $714,448Liabilities 2011: $0Net Assets 2011: $714,4482011Assets 2012: $474,691Liabilities 2012: $0Net Assets 2012: $474,6912012Assets 2013: $479,802Liabilities 2013: $0Net Assets 2013: $479,8022013Assets 2014: $718,082Liabilities 2014: $0Net Assets 2014: $718,0822014Assets 2015: $498,082Liabilities 2015: $0Net Assets 2015: $498,0822015Assets 2016: $379,352Liabilities 2016: $0Net Assets 2016: $379,3522016Assets 2017: $818,086Liabilities 2017: $0Net Assets 2017: $818,0862017Assets 2018: $1,196,811Liabilities 2018: $0Net Assets 2018: $1,196,8112018Assets 2019: $1,100,711Liabilities 2019: $0Net Assets 2019: $1,100,7112019Assets 2020: $3,439,512Liabilities 2020: $0Net Assets 2020: $3,439,5122020Assets 2021: $3,503,285Liabilities 2021: $0Net Assets 2021: $3,503,2852021Assets 2022: $3,314,613Liabilities 2022: $0Net Assets 2022: $3,314,6132022Assets 2023: $3,019,266Liabilities 2023: $0Net Assets 2023: $3,019,2662023Assets 2024: $3,070,194Liabilities 2024: $0Net Assets 2024: $3,070,1942024

Highlighted filing

2015

Assets$498,082
Liabilities$0
Net Assets$498,082

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $669,9052010Expenses 2011: $404,3362011Expenses 2012: $239,7572012Revenue 2013: $200,000Expenses 2013: $194,889Net Income 2013: $5,1112013Revenue 2014: $600,000Expenses 2014: $361,720Net Income 2014: $238,2802014Revenue 2015: $0Expenses 2015: $220,000Net Income 2015: -$220,0002015Revenue 2016: $0Expenses 2016: $118,730Net Income 2016: -$118,7302016Revenue 2017: $850,000Expenses 2017: $411,266Net Income 2017: $438,7342017Revenue 2018: $500,000Expenses 2018: $121,275Net Income 2018: $378,7252018Revenue 2019: $0Expenses 2019: $96,100Net Income 2019: -$96,1002019Revenue 2020: $2,500,000Expenses 2020: $161,199Net Income 2020: $2,338,8012020Revenue 2021: $90,302Expenses 2021: $26,529Net Income 2021: $63,7732021Revenue 2022: $57,435Expenses 2022: $246,107Net Income 2022: -$188,6722022Revenue 2023: -$30,179Expenses 2023: $265,168Net Income 2023: -$295,3472023Revenue 2024: $150,199Expenses 2024: $99,271Net Income 2024: $50,9282024

Highlighted filing

2015

Revenue$0
Expenses$220,000
Net Income-$220,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STERLING GARDNERTrustee-$0--
SHELLI GARDNERTrustee-$0--
JASON HOOPIIAINADirector-$0--
JON BROWNDirector-$0--
MEGAN WHITEDirector-$0--
NATE WHITEDirector-$0--
SAGE HOOPIIAINADirector-$0--
SARA DOUGLASSDirector-$0--
SEAN DOUGLASSDirector-$0--
SHALAE BROWNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sterling &shelli Gardner Foundation
EIN
87-0686202
Phone
8014532080
Address
610 WESTFIELD ROAD, ALPINE, UT 84004-1501

Signing Officer

Name
Sterling Gardner
Title
Trustee
Phone
8014532080
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Savas & Company LLC
Address
6405 SOUTH 3000 EAST 201, SALT LAKE CITY, UT 84121-6990
Preparer
James C Savas
Phone
8014532080
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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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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0SAVAS COMPANY LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06405 SOUTH 3000 EAST STE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084121
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08014532080
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST WITH EXPLANATION OF NEED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MEGAN WHITE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08017176789
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0732 WEST 600 NORTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ALPINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd084004
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OR LIMITATIONS ON AWARDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES REQUIRED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THANKGIVING POINT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN HERITAGE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MOUNTAINVILLE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03003 N THANKGIVING WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1736 NORTH 1100 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2195 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AMERICAN FORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALPINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284004
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0220000
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/AppliedToCurrentYearAmt026316
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0326929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0174138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0206821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0363369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0632543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0632543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01264941
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0326929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0174138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0206821
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0363369
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0220000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193684
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01897484
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01703800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt04122
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0NR FAMILY IRREV TRUST
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0100
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt04122
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02007-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STERLING GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08014532080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERLING &SHELLI GARDNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0870686202
ReturnHeader/Filer/PhoneNum08014532080
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 WESTFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0ALPINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0840041501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464368213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVAS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06405 SOUTH 3000 EAST 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841216990
ReturnHeader/PreparerPersonGrp/PhoneNum08014532080
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C SAVAS
ReturnHeader/ReturnTs02016-05-16T09:45:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$3.07$0.00$3.07$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.03$0.27$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.06$0.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$2.50$0.16$2.34
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00$0.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.50$0.12$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.85$0.41$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$0.22$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.60$0.36$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.20$0.19$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.24
2011Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.40
2010Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.67