Civic Intelligence

Annie Taylor Dee Foundation

990PF • Fiscal year 2016 • EIN 87-6116380

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 29, 2017

Organization Profile
PO Box 58767Salt Lake City, UT 84158

(312) 706-4000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.2%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,044,552

Down $67,260 (-3.2%) from 2015

Net Assets

Down

$2,044,552

Down $67,260 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Up

$125,437

Up $6,184 (+5.2%) from 2015

Expenses

Down

$192,700

Down $10,112 (-5.0%) from 2015

Net Income

Up

-$67,263

Up $16,296 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,473,727Liabilities 2011: $02011Assets 2012: $2,390,866Liabilities 2012: $02012Assets 2013: $2,265,159Liabilities 2013: $02013Assets 2014: $2,195,371Liabilities 2014: $0Net Assets 2014: $2,195,3712014Assets 2015: $2,111,812Liabilities 2015: $0Net Assets 2015: $2,111,8122015Assets 2016: $2,044,552Liabilities 2016: $0Net Assets 2016: $2,044,5522016Assets 2017: $1,999,396Liabilities 2017: $0Net Assets 2017: $1,999,3962017Assets 2019: $2,707,703Liabilities 2019: $0Net Assets 2019: $2,707,7032019Assets 2020: $2,705,538Liabilities 2020: $0Net Assets 2020: $2,705,5382020Assets 2021: $2,927,170Liabilities 2021: $0Net Assets 2021: $2,927,1702021Assets 2022: $2,931,923Liabilities 2022: $0Net Assets 2022: $2,931,9232022Assets 2023: $2,912,025Liabilities 2023: $0Net Assets 2023: $2,912,0252023Assets 2024: $2,889,694Liabilities 2024: $0Net Assets 2024: $2,889,6942024

Highlighted filing

2016

Assets$2,044,552
Liabilities$0
Net Assets$2,044,552
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$400K$200K$0-$200KRevenue 2011: $73,928Expenses 2011: $172,802Net Income 2011: -$98,8742011Revenue 2012: $93,303Expenses 2012: $180,511Net Income 2012: -$87,2082012Revenue 2013: $67,974Expenses 2013: $189,335Net Income 2013: -$121,3612013Revenue 2014: $120,181Expenses 2014: $189,969Net Income 2014: -$69,7882014Revenue 2015: $119,253Expenses 2015: $202,812Net Income 2015: -$83,5592015Revenue 2016: $125,437Expenses 2016: $192,700Net Income 2016: -$67,2632016Revenue 2017: $152,978Expenses 2017: $198,134Net Income 2017: -$45,1562017Revenue 2019: $212,133Expenses 2019: $200,997Net Income 2019: $11,1362019Revenue 2020: $191,818Expenses 2020: $193,983Net Income 2020: -$2,1652020Revenue 2021: $395,291Expenses 2021: $173,659Net Income 2021: $221,6322021Revenue 2022: $206,403Expenses 2022: $200,014Net Income 2022: $6,3892022Revenue 2023: $173,167Expenses 2023: $193,029Net Income 2023: -$19,8622023Revenue 2024: $157,591Expenses 2024: $192,432Net Income 2024: -$34,8412024

Highlighted filing

2016

Revenue$125,437
Expenses$192,700
Net Income-$67,263
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 29, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS D DEE IIICo-Trustee-$0--
DAVID DEECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Annie Taylor Dee Foundation
EIN
87-6116380
Phone
3127064000
Address
PO BOX 58767, SALT LAKE CITY, UT 84158

Signing Officer

Name
Thomas D Dee Iii
Title
Co-trustee
Phone
3127064000
Signed
2017-08-29

Preparer

Firm
Frederickson Murri Planners & Advisors
Address
2150 S 1300 E STE 550, SALT LAKE CITY, UT 84106-4329
Preparer
Scott H Murri CPA
Phone
8013555113
Raw XML Appendix262 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS D DEE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID DEE
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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/AppliedToCurrentYearAmt01159
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0158841
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153286
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0152127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0158841
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-70
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031572
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0140
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0140
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS D DEE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03127064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE TAYLOR DEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0876116380
ReturnHeader/Filer/PhoneNum03127064000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 58767
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084158
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02E30C34C23FC928CE6527A5FD889EDB09BC60595
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475198561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREDERICKSON MURRI PLANNERS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02150 S 1300 E STE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841064329
ReturnHeader/PreparerPersonGrp/PhoneNum08013555113
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT H MURRI CPA
ReturnHeader/ReturnTs02017-08-29T15:38:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,044,552
Liabilities
$0
Net assets
$2,044,552
Revenue
$125,437
Expenses
$192,700
Net income
-$67,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.16$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.17$0.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.40$0.17$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.19$0.19$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.21$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.15$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.13$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12$0.20$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.19$0.07
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$0.07$0.19$0.12
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.09$0.18$0.09
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.07$0.17$0.10