Civic Intelligence

Annie Taylor Dee Foundation

990PF • Fiscal year 2022 • EIN 87-6116380

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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.

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

45th percentile

3.1%

Higher net margin than 45% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

51st percentile

0.2%

Faster asset growth than 51% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-48%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,931,923

Up $4,753 (+0.2%) from 2021

Net Assets

Up

$2,931,923

Up $4,753 (+0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin45th percentile

Revenue

Down

$206,403

Down $188,888 (-48%) from 2021

Expenses

Up

$200,014

Up $26,355 (+15%) from 2021

Net Income

Down

$6,389

Down $215,243 (-97%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$2,931,923
Liabilities$0
Net Assets$2,931,923
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$206,403
Expenses$200,014
Net Income$6,389
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
In Care Of
% FORVIS LLP
Phone
8016470604
Address
PO Box 58767, Salt Lake City, UT 84158

Signing Officer

Name
Thomas D Dee
Title
Co Trustee
Phone
8016470604
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
250 E 200 S SUITE 1200, SALT LAKE CITY, UT 84111
Preparer
Brad Wyatt
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/PersonNm0Thomas D Dee III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Dee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0176500
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/AppliedToCurrentYearAmt01903
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0175972
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0166318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0177875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0164415
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0175972
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01636
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE - DIVIDEND PAYOUT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0non dividend Distributions
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0761
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016548
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016548
TaxesSchedule/TaxesDetail/Amt01234
TaxesSchedule/TaxesDetail/Amt12982
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID MS #4265
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01234
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS D DEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08016470604
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Annie Taylor Dee Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0876116380
ReturnHeader/Filer/InCareOfNm0% FORVIS LLP
ReturnHeader/Filer/PhoneNum08016470604
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 58767
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 E 200 S SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08015319100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brad Wyatt
ReturnHeader/ReturnTs02023-07-27T13:14:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,931,923
Liabilities
$0
Net assets
$2,931,923
Revenue
$206,403
Expenses
$200,014
Net income
$6,389
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