Civic Intelligence

Sterling and Shelli Gardner Foundation

990PF • Fiscal year 2018 • EIN 87-0686202

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

46%

Faster asset growth than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,196,811

Up $378,725 (+46%) from 2017

Net Assets

Up

$1,196,811

Up $378,725 (+46%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$500,000

Down $350,000 (-41%) from 2017

Expenses

Down

$121,275

Down $289,991 (-71%) from 2017

Net Income

Down

$378,725

Down $60,009 (-14%) from 2017

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

2018

Assets$1,196,811
Liabilities$0
Net Assets$1,196,811

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

2018

Revenue$500,000
Expenses$121,275
Net Income$378,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
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
2019-05-10
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
Raw XML Appendix336 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/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/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/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CITY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COURAGE REINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KANAB CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05870 W 10400 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126 NORTH 100 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184741
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
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/AppliedToCurrentYearAmt053519
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0372558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt098701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0193684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0326929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0174138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0174138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01059628
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0372558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt098701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0193684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0326929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067756
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01233766
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01166010
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STERLING SHELLI GARDNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0610 W WESTFIELD RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALPINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0840041501
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STERLING GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08014532080
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId026D3BF649A77DE9717917DE4D93D832B3F89D5B1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02142DEEACF20D33995FAA211EEE17BD9F85B443B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.192.195.241
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:52:52
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/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C SAVAS
ReturnHeader/ReturnTs02019-05-13T09:52:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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