Annie Taylor Dee Foundation

990PF • Fiscal year 2019 • EIN 87-6116380

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile

PO Box 58767Salt Lake City, UT 84158

(801) 647-0604

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.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

5.2%

Higher net margin than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

18%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$2,707,703

Up $708,307 (+35%) from 2017

Net Assets

$2,707,703

Up $708,307 (+35%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin55th percentile

Revenue

$212,133

Up $59,155 (+39%) from 2017

Expenses

$200,997

Up $2,863 (+1.4%) from 2017

Net Income

$11,136

Up $56,292 (+125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2019

Assets$2,707,703

Liabilities$0

Net Assets$2,707,703

Open 2019 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2019

Revenue$212,133

Expenses$200,997

Net Income$11,136

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 15, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay43rd 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
In Care Of: % BKD LLP
Phone: 8016470604
Address: PO Box 58767, Salt Lake City, UT 84158

Signing Officer

Name: Thomas D Dee
Title: Co Trustee
Phone: 8016470604
Signed: 2020-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Bkd Llp
Address: 510 S 200 W 200, SALT LAKE CITY, UT 84101
Preparer: Sandy Banks
Phone: 8015319100

Raw XML Appendix289 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/PersonNm	0	Thomas D Dee III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	David Dee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Co-Trustee
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	84101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Mckay Dee Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4401 Harrison Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Ogden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	84403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	155000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
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	3573
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	151427
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	161579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	155000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	158006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	151427
TaxesSchedule/TaxesDetail/Amt	0	767
TaxesSchedule/TaxesDetail/Amt	1	15750
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID MS #4265
TaxesSchedule/TaxesDetail/CategoryTxt	1	TAXES & LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	767
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	THOMAS D DEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Co Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8016470604
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Annie Taylor Dee Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ANNI
ReturnHeader/Filer/EIN	0	876116380
ReturnHeader/Filer/InCareOfNm	0	% BKD LLP
ReturnHeader/Filer/PhoneNum	0	8016470604
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	B447A1AB4D5BA31245D1730632C40BE89EF43642
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D3A0EA6F463695C2CF2A3A969EE18FB13EAC08ED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	87264120203215000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	510 S 200 W 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	84101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8015319100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Sandy Banks
ReturnHeader/ReturnTs	0	2020-11-16T12:00:53-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,707,703
Liabilities: $0
Net assets: $2,707,703
Revenue: $212,133
Expenses: $200,997
Net income: $11,136

	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