Civic Intelligence

Lawrence & Janet Dee Foundation

990T • Fiscal year 2022 • EIN 87-6150803

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

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $46,727,184Liabilities 2011: $51,3162011Assets 2012: $48,396,543Liabilities 2012: $02012Assets 2013: $49,300,418Liabilities 2013: $0Net Assets 2013: $49,300,4182013Assets 2014: $49,282,664Liabilities 2014: $0Net Assets 2014: $49,282,6642014Assets 2015: $47,895,470Liabilities 2015: $12015Assets 2017: $51,122,933Liabilities 2017: $2,823,364Net Assets 2017: $48,299,5692017Assets 2019: $51,782,073Liabilities 2019: $2,500Net Assets 2019: $51,779,5732019Assets 2020: $49,292,554Liabilities 2020: $2,500Net Assets 2020: $49,290,0542020Assets 2021: $56,392,048Liabilities 2021: $0Net Assets 2021: $56,392,0482021Assets 2022: $54,998,033Liabilities 2022: $0Net Assets 2022: $54,998,0332022Assets 2023: $53,149,013Liabilities 2023: $12023Assets 2024: $52,292,694Liabilities 2024: $0Net Assets 2024: $52,292,6942024

Latest loaded filing

2024

Assets$52,292,694
Liabilities$0
Net Assets$52,292,694
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,595,829Expenses 2011: $2,907,915Net Income 2011: -$312,0862011Revenue 2012: $4,799,061Expenses 2012: $3,128,616Net Income 2012: $1,670,4452012Revenue 2013: $3,856,836Expenses 2013: $3,080,530Net Income 2013: $776,3062013Revenue 2014: $3,396,125Expenses 2014: $3,383,554Net Income 2014: $12,5712014Revenue 2015: $1,860,841Expenses 2015: $3,248,035Net Income 2015: -$1,387,1942015Revenue 2017: $4,435,163Expenses 2017: $3,303,066Net Income 2017: $1,132,0972017Revenue 2019: $3,499,691Expenses 2019: $3,468,916Net Income 2019: $30,7752019Revenue 2020: $944,676Expenses 2020: $3,434,195Net Income 2020: -$2,489,5192020Revenue 2021: $10,561,184Expenses 2021: $3,436,690Net Income 2021: $7,124,4942021Revenue 2022: $2,246,682Expenses 2022: $3,640,697Net Income 2022: -$1,394,0152022Revenue 2023: $1,526,357Expenses 2023: $3,375,377Net Income 2023: -$1,849,0202023Revenue 2024: $2,764,869Expenses 2024: $3,621,188Net Income 2024: -$856,3192024

Latest loaded filing

2024

Revenue$2,764,869
Expenses$3,621,188
Net Income-$856,319
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Lawrence & Janet Dee Foundation
EIN
87-6150803
In Care Of
% FORVIS LLP
Phone
8016470604
Address
PO Box 58767, Salt Lake City, UT 84158

Signing Officer

Name
Thomas Dee
Title
Director
Phone
8015319100
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 Appendix116 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.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt033151
IRS1041ScheduleD/GainLessIncludedAmt033151
IRS1041ScheduleD/GainPlusDividendsAmt033151
IRS1041ScheduleD/NetIncomeMinusSmallerAmt030351
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt033151
IRS1041ScheduleD/SmallerGainAmt033151
IRS1041ScheduleD/SmallerOfCalcAmt09572
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02800
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IRS1041ScheduleD/TotalLTCGL1099BBssRptNoAdjGrp/TotalCostOrOtherBasisAmt00
IRS1041ScheduleD/TotalLTCGL1099BBssRptNoAdjGrp/TotalGainOrLossAmt033151
IRS1041ScheduleD/TotalLTCGL1099BBssRptNoAdjGrp/TotalProceedsSalesPriceAmt033151
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02800
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt01589
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FORVIS LLP
IRS990T/BooksInCareOfDetail/PhoneNum08015319100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 E 200 S SUITE 1200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Salt Lake City
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd084111
IRS990T/BookValueAssetsEOYAmt054998033
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt020057
IRS990T/ESPenaltyAmt0153
IRS990T/EstimatedTaxPaymentsAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt00
IRS990T/ForeignAccountsQuestionInd0false
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IRS990T/Form1041ScheduleDInd0X
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt033151
IRS990TScheduleA/OtherDeductionsAmt01500
IRS990TScheduleA/PrincipalBusinessActivityCd0721110
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IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalDeductionsAmt01500
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01691
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt187
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01691
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt133238
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01691
IRS990TScheduleA/TotUnrltTrdBusIncmAmt133238
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0Hotels
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IRS990TScheduleA/UBIBeforeNOLDedAmt0191
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0191
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IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt01436
IRS990T/TaxLessCreditsAmt01436
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt00
IRS990T/TotalTaxAmt01436
IRS990T/TotalTaxComputationAmt01436
IRS990T/TotalUBTIAmt012372
IRS990T/TotalUBTIBeforeNOLSpecificAmt013372
IRS990T/TotalUBTIBeforeSection199AAmt013372
IRS990T/TotalUBTIComputedAmt033429
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS DEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08015319100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lawrence & Janet Dee Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0876150803
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/PreparerFirmEIN0440160260
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/ReturnTs02023-11-09T11:17:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$0.00$52.3$2.76$3.62$0.86
2023Summary only. Only limited summary data is available for this year.$53.1$0.00$1.53$3.38$1.85
2022Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$2.25$3.64$1.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$10.6$3.44$7.12
2020Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$0.94$3.43$2.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$0.00$51.8$3.50$3.47$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$2.82$48.3$4.44$3.30$1.13
2015Summary only. Only limited summary data is available for this year.$47.9$0.00$1.86$3.25$1.39
2014Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$3.40$3.38$0.01
2013Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$3.86$3.08$0.78
2012Summary only. Only limited summary data is available for this year.$48.4$0.00$4.80$3.13$1.67
2011Summary only. Only limited summary data is available for this year.$46.7$0.05$2.60$2.91$0.31