Civic Intelligence

Eccles First Security Foundation

EIN 87-6118149 • Salt Lake City, UT

79 South Main Street 2nd FloorSalt Lake City, UT 84111
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$36,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

98th percentile

704%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$4,010,203

Up $1,147,800 (+40%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$4,010,203

Up $1,147,800 (+40%) from 2016

Revenue

Up

$1,374,718

Up $1,203,638 (+704%) from 2016

Expenses

Down

$223,008

Down $837 (-0.4%) from 2016

Net Income

Up

$1,151,710

Up $1,204,475 (+2283%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,088,826Liabilities 2011: $02011Assets 2012: $2,964,101Liabilities 2012: $02012Assets 2013: $3,041,876Liabilities 2013: $02013Assets 2014: $2,952,904Liabilities 2014: $02014Assets 2015: $2,915,168Liabilities 2015: $02015Assets 2016: $2,862,403Liabilities 2016: $0Net Assets 2016: $2,862,4032016Assets 2017: $4,010,203Liabilities 2017: $0Net Assets 2017: $4,010,2032017

Highlighted filing

2017

Assets$4,010,203
Liabilities$0
Net Assets$4,010,203

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $215,328Expenses 2011: $191,060Net Income 2011: $24,2682011Revenue 2012: $89,885Expenses 2012: $215,271Net Income 2012: -$125,3862012Revenue 2013: $259,659Expenses 2013: $181,884Net Income 2013: $77,7752013Revenue 2014: $134,655Expenses 2014: $223,627Net Income 2014: -$88,9722014Revenue 2015: $179,294Expenses 2015: $217,030Net Income 2015: -$37,7362015Revenue 2016: $171,080Expenses 2016: $223,845Net Income 2016: -$52,7652016Revenue 2017: $1,374,718Expenses 2017: $223,008Net Income 2017: $1,151,7102017

Highlighted filing

2017

Revenue$1,374,718
Expenses$223,008
Net Income$1,151,710

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERNA LEE JOHNSTONSecretary-$36,000-$36,000
SPENCER F ECCLESChairman & Trustee-$0--
SPENCER P ECCLESPresident & Trustee-$0--
KATHERINE ANN ECCLESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eccles First Security Foundation
EIN
87-6118149
Phone
8887304933
Address
79 SOUTH MAIN STREET 2ND FLOOR, SALT LAKE CITY, UT 84111

Signing Officer

Name
Spencer F Eccles
Title
Chairman
Phone
8887304933
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
877 W MAIN ST STE 800, BOISE, ID 83702
Preparer
Julie Hawkins
Phone
2083447150
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AT & T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20B B & T CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CARNIVAL CORP PAIRED CTF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33CELGENE CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38CINCINNATI FINL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92MONDELEZ INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93MOODYS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95OCCIDENTAL PETE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96OMNICOM CAP INC COM STK USD0.15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98PVH CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99PAYCHEX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100PEOPLES UNITED FINANCIAL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103PHILLIP MORRIS INTERNATIONAL IN COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104PRICE T ROWE GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PUBLIC SERVICE ENTERPRISE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107REGENERON PHARMACEUTICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108ROSS STORES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109ROYAL DUTCH SHELL PLC SPON ADR B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110S&P GLOBAL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112SHERWIN WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SOUTHWEST AIRLNS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117SYMANTEC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118TEXAS INSTRUMENTS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119THERMO FISHER SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203M COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121TUPPERWARE BRANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122UNITED CONTINENTAL HOLDINGS, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123UNITED PARCEL SVC IN CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124UNITED TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127VALERO ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128VANGUARD FTSE DEVELOPED MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129VANGUARD INTL EQUITY INDEX FUND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131VISA INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133WELLS FARGO CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134WESTLAKE CHEM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135WYNDHAM WORLDWIDE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136AMERICAN TOWER CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137BANK OF AMERICA CORP PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138CAPITAL ONE FINL CORP DEPOSITARY SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139CROWN CASTLE INTL CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140DIGITAL RLTY TR INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141EPR PPTYS SBI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142HOST HOTELS & RESORTS IN COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143IRON MOUNTAIN INC COM NPV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144LAMAR ADVERTISING CO NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145SIMON PPTY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146ACCENTURE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147EMC CORP MASS NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148WALGREENS BOOTS ALLIANCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149AMAZON COME INC BOND CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150BANK OF MONTREAL NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151DU PONT E I DE NEMOURS & CO NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152MORGAN STANLEY MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153LEXMARK INTL INC NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154REGIONS FINL CORP NEW NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155WELLS FARGO CO NEW NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156JP MORGAN CHASE BANK NA NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157HUNGTINGTON BANCSHARES INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158CITIGROUP INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159GOLDMAN SACHS GROUP INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160EXELON GENERATION CO LLC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161MITSUBISHI UFJ FINANCIAL GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162THERMO FISHER SCIENTIFIC INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163ANGEUSER-BUSCH INBEV SA NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164DUKE ENERGY HOLDING CORP NEW NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165FEDEX CORP NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166ACTAVIS FUNDING SCS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167BANK AMER CORP MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168BANK OF NOVA SCOTIA NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169ROYAL BANK OF CANADA NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170WELLS FARGO CO NEW NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171GOLDMAN SACHS GROUP INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172CIMAREX ENERGY CO NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173CITIGROUP INC NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174CENTURYLINK INC NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175DIAMOND OFFSHORE DRILLING INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176ABBVIE INC NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177MDC HLDGS INC NOT CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178ENSCO PLC NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179MICROSOFT CORP NOTE CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180ALLSTATE CORP BOND CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181ENTERPRISE PRODS OPER LP NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182MEXICO (UNITED MEXICAN STATES) MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183UNITED STATES TREAS BILLS ZERO CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184UNITED STATES TREAS NTS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185UNITED STATES TREAS NTS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186UNITED STATES TREAS NTS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187UNITED STATES TREAS NTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt188UNITED STATES TREAS NTS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189UNITED STATES TREAS NTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190UNITED STATES TREAS NTS NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191UNITED STATES TREAS BDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192UNITED STATES TREAS BDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1934C GPS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1944C GPS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4287517

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