Annie Taylor Dee Foundation

990PF • Fiscal year 2017 • EIN 87-6116380

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

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.

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-30%

Higher net margin than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-2.2%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

22%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,999,396

Down $45,156 (-2.2%) from 2016

Net Assets

Down

$1,999,396

Down $45,156 (-2.2%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin13th percentile

Revenue

$152,978

Up $27,541 (+22%) from 2016

Expenses

$198,134

Up $5,434 (+2.8%) from 2016

Net Income

-$45,156

Up $22,107 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2017

Assets$1,999,396

Liabilities$0

Net Assets$1,999,396

Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2017

Revenue$152,978

Expenses$198,134

Net Income-$45,156

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 1, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THOMAS D DEE III	Co-Trustee	-	$0	-	-
DAVID DEE	Co-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: 2018-11-01

Preparer

Firm: Wsrp LLC
Address: 155 N 400 W STE 400, SALT LAKE CITY, UT 84103
Preparer: Scott a Czaja CPA
Phone: 8013282011

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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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	7873
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	152127
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	165505
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	160000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	157632
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	152127
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	925
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-70
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	WF INVESTMENT ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-70
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	33230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MORGAN STANLEY ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	33230
TaxesSchedule/TaxesDetail/Amt	0	1099
TaxesSchedule/TaxesDetail/Amt	1	1155
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1155
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	THOMAS D DEE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3127064000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ANNIE TAYLOR DEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ANNI
ReturnHeader/Filer/EIN	0	876116380
ReturnHeader/Filer/PhoneNum	0	3127064000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 58767
ReturnHeader/Filer/USAddress/CityNm	0	SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	UT
ReturnHeader/Filer/USAddress/ZIPCd	0	84158
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	F8E8C302B45B67843F13B8EA9C208F1DCF85C19A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	934671121B699AEAD60BA45A7834C99E6C6E1E0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	71.92.235.161
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	18:01:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	870517754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WSRP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 N 400 W STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	84103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8013282011
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT A CZAJA CPA
ReturnHeader/ReturnTs	0	2018-11-15T17:01:27-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,999,396
Liabilities: $0
Net assets: $1,999,396
Revenue: $152,978
Expenses: $198,134
Net income: -$45,156

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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