Civic Intelligence

Tanner Charitable Trust

990PF • Fiscal year 2021 • EIN 87-6125059

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization Profile
1930 South State StreetSalt Lake City, UT 84115

(801) 486-2430

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

55%

Higher net margin than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

91st percentile

56%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,091,075

Flat from 2021

Net Assets

$8,341,075

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

Flat

$3,326,863

Flat from 2021

Expenses

Flat

$1,499,785

Flat from 2021

Net Income

Flat

$1,827,078

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$10M$5.0M$0Assets 2011: $3,532,274Liabilities 2011: $02011Assets 2012: $2,810,713Liabilities 2012: $02012Assets 2013: $4,190,734Liabilities 2013: $02013Assets 2014: $4,293,926Liabilities 2014: $02014Assets 2015: $3,376,670Liabilities 2015: $02015Assets 2017: $3,791,220Liabilities 2017: $0Net Assets 2017: $3,791,2202017Assets 2018: $2,046,592Liabilities 2018: $0Net Assets 2018: $2,046,5922018Assets 2019: $1,671,931Liabilities 2019: $0Net Assets 2019: $1,671,9312019Assets 2020: $3,263,997Liabilities 2020: $0Net Assets 2020: $6,513,9972020Assets 2021: $5,091,075Liabilities 2021: $0Net Assets 2021: $8,341,0752021Assets 2021: $5,091,075Liabilities 2021: $12021Assets 2022: $8,538,900Liabilities 2022: $12022Assets 2023: $6,097,409Liabilities 2023: $12023Assets 2024: $4,995,727Liabilities 2024: $0Net Assets 2024: $8,245,7262024

Highlighted filing

2021

Assets$5,091,075
Liabilities$0
Net Assets$8,341,075
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,461,582Expenses 2011: $2,555,310Net Income 2011: $906,2722011Revenue 2012: $2,175,881Expenses 2012: $2,897,442Net Income 2012: -$721,5612012Revenue 2013: $3,434,384Expenses 2013: $2,054,363Net Income 2013: $1,380,0212013Revenue 2014: $3,169,948Expenses 2014: $3,066,756Net Income 2014: $103,1922014Revenue 2015: $1,497,062Expenses 2015: $2,414,318Net Income 2015: -$917,2562015Revenue 2017: $4,018,737Expenses 2017: $1,770,533Net Income 2017: $2,248,2042017Revenue 2018: $14,864Expenses 2018: $1,759,492Net Income 2018: -$1,744,6282018Revenue 2019: $1,509,549Expenses 2019: $1,884,210Net Income 2019: -$374,6612019Revenue 2020: $6,501,740Expenses 2020: $1,659,674Net Income 2020: $4,842,0662020Revenue 2021: $3,326,863Expenses 2021: $1,499,785Net Income 2021: $1,827,0782021Revenue 2021: $3,326,863Expenses 2021: $1,499,785Net Income 2021: $1,827,0782021Revenue 2022: $2,614,218Expenses 2022: $2,416,394Net Income 2022: $197,8242022Revenue 2023: $2,892,342Expenses 2023: $2,083,832Net Income 2023: $808,5102023Revenue 2024: $2,227,902Expenses 2024: $3,329,585Net Income 2024: -$1,101,6832024

Highlighted filing

2021

Revenue$3,326,863
Expenses$1,499,785
Net Income$1,827,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN T IRISHChair/ Trust-$0--
DAVID A PETERSENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUTAH SYMPHONY AND OPERAARTS-SALT LAKE CITY, UT, US$500,000
Paid GrantSHELTER THE HOMELESSCIVIC ORGANIZATION-SALT LAKE CITY, UT, US$250,000
Paid GrantZION FOREVER PROJECTCIVIC ORGANIZATION-SPRINGDALE, UT, US$250,000
Paid GrantUNIVERSITY OF UTAHEDUCATION-SALT LAKE CITY, UT, US$150,000
Paid GrantSOUTHERN UTAH UNIVERSITYEDUCATION-CEDAR CITY, UT, US$125,000
Paid GrantSUCCESS IN EDUCATION FOUNDATIONEDUCATION-SALT LAKE CITY, UT, US$100,000
Paid GrantFRIENDS OF THE CHILDRENCIVIC ORGANIZATION-KEARNS, UT, US$60,000
Paid GrantTHE UTAH ANTI-BULLYING COALITIONCIVIC ORGANIZATION-DRAPER, UT, US$25,000
Paid GrantTOOELE TECHNICAL COLLEGE FOUNDATIONEDUCATION-TOOELE, UT, US$10,000
Paid GrantBALLET WESTARTS-SALT LAKE CITY, UT, US$10,000
Paid GrantHAITI ORCHESTRA INSTITUTEARTS-SOUTHFIELD, MI, US$5,000
Paid GrantSHOUT UTAHCIVIC ORGANIZATION-SALT LAKE CITY, UT, US$5,000
Paid GrantROBLES FIREWISE GROUP INCCIVIC ORGANIZATION-CARMEL VALLEY, CA, US$3,000
Paid GrantOGDEN MUSICAL THEATRE ASSOCIATIONARTS-OGDEN, UT, US$1,000
Filing and Contact Details

Filer

Filer Name
Tanner Charitable Trust
EIN
87-6125059
Phone
8014862430
Address
1930 SOUTH STATE STREET, SALT LAKE CITY, UT 84115

Signing Officer

Name
David a Petersen
Title
Trustee
Phone
8014862430
Signed
2022-05-06

Preparer

Firm
Jl Johnson CPA LLC
Address
169 N MAIN ST STE 2, TOOELE, UT 84074
Preparer
Jl Johnson
Phone
4358820300
Raw XML Appendix314 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114439 LILY MEADOWS LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DRAPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SPRINGDALE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9UT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13UT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd684101
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01657233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01881000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01756199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01619030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02363801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02363801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08407462
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01494000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01657233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01881000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01756199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01619030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01494000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01494000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010771263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09277263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0OC TANNER COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01930 SOUTH STATE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALT LAKE CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084115
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03310659
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05785
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt015000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNCASHED CHECK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015000
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08014862430
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TANNER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TANN
ReturnHeader/Filer/EIN0876125059
ReturnHeader/Filer/PhoneNum08014862430
ReturnHeader/Filer/USAddress/AddressLine1Txt01930 SOUTH STATE STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202404560
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JL JOHNSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0169 N MAIN ST STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOOELE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084074
ReturnHeader/PreparerPersonGrp/PhoneNum04358820300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JL JOHNSON
ReturnHeader/ReturnTs02022-05-16T15:16:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,091,075
Liabilities
$0
Net assets
$8,341,075
Revenue
$3,326,863
Expenses
$1,499,785
Net income
$1,827,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$8.25$2.23$3.33$1.10
2023Summary only. Only limited summary data is available for this year.$6.10$0.00$2.89$2.08$0.81
2022Summary only. Only limited summary data is available for this year.$8.54$0.00$2.61$2.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$8.34$3.33$1.50$1.83
2021Summary only. Only limited summary data is available for this year.$5.09$0.00$3.33$1.50$1.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$6.51$6.50$1.66$4.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$1.51$1.88$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.01$1.76$1.74
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$4.02$1.77$2.25
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$1.50$2.41$0.92
2014Summary only. Only limited summary data is available for this year.$4.29$0.00$3.17$3.07$0.10
2013Summary only. Only limited summary data is available for this year.$4.19$0.00$3.43$2.05$1.38
2012Summary only. Only limited summary data is available for this year.$2.81$0.00$2.18$2.90$0.72
2011Summary only. Only limited summary data is available for this year.$3.53$0.00$3.46$2.56$0.91