Civic Intelligence

Emma Eccles Jones Foundation

990PF • Fiscal year 2021 • EIN 87-6155073

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 22, 2022

Organization Profile
79 South Main 13th FloorSalt Lake City, UT 84111

(888) 730-4933

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$117,637,468

Up $32,626,971 (+38%) from 2020

Net Assets

Up

$117,637,468

Up $32,626,971 (+38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Down

$10,913,298

Down $9,232,939 (-46%) from 2020

Expenses

Down

$6,727,132

Down $364,957 (-5.1%) from 2020

Net Income

Down

$4,186,166

Down $8,867,982 (-68%) from 2020

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $73,821,540Liabilities 2011: $02011Assets 2012: $71,719,928Liabilities 2012: $02012Assets 2013: $72,025,153Liabilities 2013: $02013Assets 2014: $71,352,519Liabilities 2014: $02014Assets 2015: $70,381,889Liabilities 2015: $500,0002015Assets 2019: $85,321,490Liabilities 2019: $02019Assets 2020: $85,010,497Liabilities 2020: $0Net Assets 2020: $85,010,4972020Assets 2021: $117,637,468Liabilities 2021: $0Net Assets 2021: $117,637,4682021Assets 2021: $122,387,468Liabilities 2021: $0Net Assets 2021: $122,387,4682021Assets 2022: $107,937,464Liabilities 2022: $0Net Assets 2022: $107,937,4642022Assets 2023: $143,762,886Liabilities 2023: $0Net Assets 2023: $143,762,8862023Assets 2024: $160,153,810Liabilities 2024: $0Net Assets 2024: $160,153,8102024

Highlighted filing

2021

Assets$117,637,468
Liabilities$0
Net Assets$117,637,468
Open 2021 Filing

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $3,920,046Expenses 2011: $5,299,313Net Income 2011: -$1,379,2672011Revenue 2012: $2,606,289Expenses 2012: $4,645,158Net Income 2012: -$2,038,8692012Revenue 2013: $3,966,001Expenses 2013: $4,652,966Net Income 2013: -$686,9652013Revenue 2014: $4,365,924Expenses 2014: $6,275,852Net Income 2014: -$1,909,9282014Revenue 2015: $5,187,854Expenses 2015: $5,825,659Net Income 2015: -$637,8052015Revenue 2019: $21,007,204Expenses 2019: $9,369,158Net Income 2019: $11,638,0462019Revenue 2020: $20,146,237Expenses 2020: $7,092,089Net Income 2020: $13,054,1482020Revenue 2021: $10,913,298Expenses 2021: $6,727,132Net Income 2021: $4,186,1662021Revenue 2021: $10,913,298Expenses 2021: $6,727,132Net Income 2021: $4,186,1662021Revenue 2022: $15,595,872Expenses 2022: $7,147,620Net Income 2022: $8,448,2522022Revenue 2023: $9,698,340Expenses 2023: $8,615,208Net Income 2023: $1,083,1322023Revenue 2024: $8,904,256Expenses 2024: $8,080,317Net Income 2024: $823,9392024

Highlighted filing

2021

Revenue$10,913,298
Expenses$6,727,132
Net Income$4,186,166
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 22, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HATCHDirector-$26,000-$26,000
SPENCER ECCLESDirector-$26,000-$26,000
FREDERICK LAWSONDirector-$6,000-$6,000
CLARK GILESDirector-$6,000-$6,000
ELLEN ROSSIAdvisory Committee-$6,000-$6,000
KATHERINE ECCLESAdvisory Committee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Emma Eccles Jones Foundation
EIN
87-6155073
Phone
8887304933
Address
79 SOUTH MAIN 13TH FLOOR, SALT LAKE CITY, UT 84111

Signing Officer

Name
Spencer F Eccles
Title
Trustee
Phone
8887304933
Signed
2022-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
877 W MAIN ST STE 800, BOISE, ID 83702-5858
Preparer
Julie Hawkins CPA
Phone
2083447150
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BROOKFIELD ASSET MGMT REINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BERKSHIRE HATHAWAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BROOKFIELD ASSET MGMT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CH ROBINSON WORLDWIDE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BURFORD CAPITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ICON PLC ORD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INMODE LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ALLIANCE DATA SYSTEM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CELSIUS HOLDINGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CONTINENTAL RES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ARTISAN INTL VALUE FUND INSTL
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Filings

Displayed year

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

Open filing
Assets
$117,637,468
Liabilities
$0
Net assets
$117,637,468
Revenue
$10,913,298
Expenses
$6,727,132
Net income
$4,186,166
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.$160$0.00$160$8.90$8.08$0.82
2023Detailed filing. Detailed filing data is available for this year.$144$0.00$144$9.70$8.62$1.08
2022Detailed filing. Detailed filing data is available for this year.$108$0.00$108$15.6$7.15$8.45
2021Detailed filing. Detailed filing data is available for this year.$122$0.00$122$10.9$6.73$4.19
2021Detailed filing. Detailed filing data is available for this year.$118$0.00$118$10.9$6.73$4.19
2020Detailed filing. Detailed filing data is available for this year.$85.0$0.00$85.0$20.1$7.09$13.1
2019Summary only. Only limited summary data is available for this year.$85.3$0.00$21.0$9.37$11.6
2015Summary only. Only limited summary data is available for this year.$70.4$0.50$5.19$5.83$0.64
2014Summary only. Only limited summary data is available for this year.$71.4$0.00$4.37$6.28$1.91
2013Summary only. Only limited summary data is available for this year.$72.0$0.00$3.97$4.65$0.69
2012Summary only. Only limited summary data is available for this year.$71.7$0.00$2.61$4.65$2.04
2011Summary only. Only limited summary data is available for this year.$73.8$0.00$3.92$5.30$1.38