Josephine Beam Educational Fund C/O Zions Trust National Assoc

990PF • Fiscal year 2011 • EIN 87-6116116

Dec 01, 2010 to Nov 30, 2011

Organization Profile

Salt Lake Cty, UT

Siviq Scores

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

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

15%

Higher net margin than 73% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

1.1%

Faster asset growth than 55% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet

Liabilities / Assets35th percentile

Assets

$724,944

Up $7,993 (+1.1%) from 2010

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin73rd percentile

Revenue

$54,668

No earlier filing loaded for comparison.

Expenses

$46,675

Up $4,807 (+11%) from 2010

Net Income

$7,993

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

Highlighted filing

2011

Assets$724,944

Liabilities$0

Net Assets-

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue$54,668

Expenses$46,675

Net Income$7,993

Open 2011 Filing

Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2023)

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Filing Snapshot

Filing Period: Dec 1, 2010 to Nov 30, 2011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $724,944
Liabilities: $0
Net assets: -
Revenue: $54,668
Expenses: $46,675
Net income: $7,993

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.33	$7.27	$6.94
2022Detailed filing. Detailed filing data is available for this year.	$6.94	$0.00	$6.94	$0.35	$0.48	$0.13
2021Detailed filing. Detailed filing data is available for this year.	$7.06	$0.00	$7.06	$0.72	$0.46	$0.26
2020Detailed filing. Detailed filing data is available for this year.	$7.12	$0.32	$6.80	$0.48	$0.43	$0.04
2019Summary only. Only limited summary data is available for this year.	$6.76	$0.00		$0.32	$0.42	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$6.97	$0.00	$6.97	$0.56	$0.51	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$6.92	$0.00	$6.92	$0.33	$0.49	$0.16
2013Summary only. Only limited summary data is available for this year.	$7.08	$0.00		$0.55	$0.63	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$7.16	$0.00	$7.16		$0.48
2011Summary only. Only limited summary data is available for this year.	$7.25	$0.00		$0.55	$0.47	$0.08
2010Detailed filing. Detailed filing data is available for this year.	$7.17	$0.00	$7.17		$0.42