Civic Intelligence

Utah Land Title Association

990EZ • Fiscal year 2014 • EIN 87-6160825

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 08, 2014

Organization ProfileN/A
2131 Gad Way84093

(801) 947-8453

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

80th percentile

$34,924

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

89th percentile

48%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$92,730

Up $29,903 (+48%) from 2013

Net Assets

Up

$90,979

Up $31,713 (+54%) from 2013

Liabilities

Down

$1,751

Down $1,810 (-51%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Up

$141,449

Up $13,696 (+11%) from 2013

Expenses

Up

$109,736

Up $3,284 (+3.1%) from 2013

Net Income

Up

$31,713

Up $10,412 (+49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150K$100K$50K$0Assets 2011: $105,037Liabilities 2011: $2,666Net Assets 2011: $102,3712011Assets 2012: $39,332Liabilities 2012: $1,367Net Assets 2012: $37,9652012Assets 2013: $62,827Liabilities 2013: $3,561Net Assets 2013: $59,2662013Assets 2014: $92,730Liabilities 2014: $1,751Net Assets 2014: $90,9792014Assets 2015: $103,862Liabilities 2015: $3,465Net Assets 2015: $100,3972015Assets 2016: $103,875Liabilities 2016: $1,330Net Assets 2016: $102,5452016Assets 2017: $107,701Liabilities 2017: $1,8902017Assets 2018: $95,345Liabilities 2018: $1,890Net Assets 2018: $93,4552018Assets 2019: $127,537Liabilities 2019: $1,890Net Assets 2019: $125,6472019Assets 2020: $73,362Liabilities 2020: $1,890Net Assets 2020: $71,4722020Assets 2021: $112,373Liabilities 2021: $1,890Net Assets 2021: $110,4832021Assets 2022: $71,378Liabilities 2022: $1,890Net Assets 2022: $69,4882022Assets 2023: $79,155Liabilities 2023: $2,817Net Assets 2023: $76,3382023Assets 2024: $69,496Liabilities 2024: $3,125Net Assets 2024: $66,3712024

Highlighted filing

2014

Assets$92,730
Liabilities$1,751
Net Assets$90,979
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $174,787Expenses 2011: $108,261Net Income 2011: $66,5262011Revenue 2012: $100,323Expenses 2012: $164,729Net Income 2012: -$64,4062012Revenue 2013: $127,753Expenses 2013: $106,452Net Income 2013: $21,3012013Revenue 2014: $141,449Expenses 2014: $109,736Net Income 2014: $31,7132014Revenue 2015: $136,637Expenses 2015: $127,219Net Income 2015: $9,4182015Revenue 2016: $140,267Expenses 2016: $138,119Net Income 2016: $2,1482016Revenue 2017: $183,054Expenses 2017: $179,788Net Income 2017: $3,2662017Revenue 2018: $164,983Expenses 2018: $177,339Net Income 2018: -$12,3562018Revenue 2019: $250,852Expenses 2019: $218,660Net Income 2019: $32,1922019Revenue 2020: $185,560Expenses 2020: $239,735Net Income 2020: -$54,1752020Revenue 2021: $181,705Expenses 2021: $142,694Net Income 2021: $39,0112021Revenue 2022: $233,481Expenses 2022: $274,476Net Income 2022: -$40,9952022Revenue 2023: $208,976Expenses 2023: $202,127Net Income 2023: $6,8492023Revenue 2024: $234,486Expenses 2024: $233,218Net Income 2024: $1,2682024

Highlighted filing

2014

Revenue$141,449
Expenses$109,736
Net Income$31,713
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.1
Gross Receipts
$141,449
Mission and Program Overview

Mission

Educational seminars and consulting for licensing of members

EDUCATION

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SEMINARS AND CONSULTING FOR LICENSING OF MEMBERS--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERI OLSENSecretary/TreasurerPT$34,924-$34,924
JOSEPH MCPHIEPresidentPT$0--
WADE TAYLOR1st VPPT$0--
JIM HICKMAN2nd VPPT$0--
ROY POLLVPPT$0--
DAVID FREEMANVPPT$0--
SUSAN HOUGHTONVPPT$0--
JANE LANCASTERVPPT$0--
ELWIN PRINCEVPPT$0--
PAUL SPERRYVPPT$0--
Filing and Contact Details

Filer

EIN
87-6160825
Phone
8019478453

Signing Officer

Name
Sheri Olsen
Title
Secretary/treasurer
Phone
8019478453
Signed
2014-09-08
Discuss with paid preparer
Yes

Preparer

Preparer
Michael S Hartle CPA
Phone
8019042070
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Convention & education seminar expenses 35308. Legislative expenses 18000. Internet costs 890. Payroll taxes 2878. Office supplies 383. Travel 1796. Alta expenses 3808. Merchant fees 1866. Other expenses 1398. Telephone 1958. Depreciation 509.”

Form 990EZ, Part II, Line 24

“Furniture & equipment, net 159. 1401. Payroll tax refunds due 137.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 2561. 1751. Deferred credits 1000.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERI OLSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08019478453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102131 GAD WAY
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANDY
IRS990EZ/BooksInCareOfDetail/USAddress/State0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode084093
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091329
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031713
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02162
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062827
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092730
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0141449
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt090541
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090979
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090979
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt334924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH MCPHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WADE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERI OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROY POLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN HOUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANE LANCASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELWIN PRINCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAUL SPERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0296
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01401
IRS990EZ/OtherExpensesTotalAmt068794
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0256
IRS990EZ/ProgramServiceRevenueAmt050804
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL SEMINARS AND CONSULTING FOR LICENSING OF MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034924
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03561
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01751
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109736
IRS990EZ/TotalRevenueAmt0141449
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONVENTION & EDUCATION SEMINAR EXPENSES 35308. LEGISLATIVE EXPENSES 18000. INTERNET COSTS 890. PAYROLL TAXES 2878. OFFICE SUPPLIES 383. TRAVEL 1796. ALTA EXPENSES 3808. MERCHANT FEES 1866. OTHER EXPENSES 1398. TELEPHONE 1958. DEPRECIATION 509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE & EQUIPMENT, NET 159. 1401. PAYROLL TAX REFUNDS DUE 137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 2561. 1751. DEFERRED CREDITS 1000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI OLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08019478453
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTAH LAND TITLE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0876160825
ReturnHeader/Filer/PhoneNum08019478453
ReturnHeader/Filer/USAddress/AddressLine102131 GAD WAY
ReturnHeader/Filer/USAddress/City0SANDY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARTLE & REES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10448 E WINCHESTER ST STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0841077591
ReturnHeader/PreparerPersonGrp/PhoneNum08019042070
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S HARTLE CPA
ReturnHeader/ReturnTs02014-09-08T12:48:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,730
Liabilities
$1,751
Net assets
$90,979
Revenue
$141,449
Expenses
$109,736
Net income
$31,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.03$0.66$2.34$2.33$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.03$0.76$2.09$2.02$0.07
2022Summary only. Only limited summary data is available for this year.$0.71$0.02$0.69$2.33$2.74$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.02$1.10$1.82$1.43$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$1.86$2.40$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.02$1.26$2.51$2.19$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.02$0.93$1.65$1.77$0.12
2017Summary only. Only limited summary data is available for this year.$1.08$0.02$1.83$1.80$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.01$1.03$1.40$1.38$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.03$1.00$1.37$1.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$1.41$1.10$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.04$0.59$1.28$1.06$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.38$1.00$1.65$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.03$1.02$1.75$1.08$0.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits