Civic Intelligence

Emma Eccles Jones Endowment Fund

990 • Fiscal year 2022 • EIN 87-6218016

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 20, 2022

Organization ProfileN/A
PO Box 10316Des Moines, IA 50306

(602) 562-0883

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

17th percentile

$68,960

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$19,951,692

Up $3,534,043 (+22%) from 2021

Net Assets

Up

$19,951,692

Up $3,534,043 (+22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Up

$4,705,767

Up $2,410,528 (+105%) from 2021

Expenses

Up

$1,171,334

Up $82,322 (+7.6%) from 2021

Net Income

Up

$3,534,433

Up $2,328,206 (+193%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,516,777Liabilities 2011: $0Net Assets 2011: $15,516,7772011Assets 2012: $15,232,857Liabilities 2012: $0Net Assets 2012: $15,232,8572012Assets 2013: $15,128,983Liabilities 2013: $0Net Assets 2013: $15,128,9832013Assets 2014: $15,127,070Liabilities 2014: $0Net Assets 2014: $15,127,0702014Assets 2015: $14,773,346Liabilities 2015: $0Net Assets 2015: $14,773,3462015Assets 2016: $14,552,305Liabilities 2016: $0Net Assets 2016: $14,552,3052016Assets 2017: $14,601,597Liabilities 2017: $0Net Assets 2017: $14,601,5972017Assets 2018: $14,861,593Liabilities 2018: $0Net Assets 2018: $14,861,5932018Assets 2019: $15,113,559Liabilities 2019: $0Net Assets 2019: $15,113,5592019Assets 2020: $15,207,047Liabilities 2020: $0Net Assets 2020: $15,207,0472020Assets 2021: $16,417,649Liabilities 2021: $0Net Assets 2021: $16,417,6492021Assets 2022: $19,951,692Liabilities 2022: $0Net Assets 2022: $19,951,6922022Assets 2023: $19,797,170Liabilities 2023: $0Net Assets 2023: $19,797,1702023Assets 2024: $76,890Liabilities 2024: $0Net Assets 2024: $76,8902024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$19,951,692
Liabilities$0
Net Assets$19,951,692
Open 2022 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $980,905Expenses 2011: $846,944Net Income 2011: $133,9612011Revenue 2012: $508,694Expenses 2012: $787,253Net Income 2012: -$278,5592012Revenue 2013: $687,092Expenses 2013: $792,066Net Income 2013: -$104,9742013Revenue 2014: $854,831Expenses 2014: $836,974Net Income 2014: $17,8572014Revenue 2015: $532,908Expenses 2015: $896,117Net Income 2015: -$363,2092015Revenue 2016: $700,600Expenses 2016: $931,049Net Income 2016: -$230,4492016Revenue 2017: $1,021,729Expenses 2017: $972,603Net Income 2017: $49,1262017Revenue 2018: $1,246,983Expenses 2018: $982,698Net Income 2018: $264,2852018Revenue 2019: $1,254,264Expenses 2019: $1,000,459Net Income 2019: $253,8052019Revenue 2020: $1,128,650Expenses 2020: $1,036,142Net Income 2020: $92,5082020Revenue 2021: $2,295,239Expenses 2021: $1,089,012Net Income 2021: $1,206,2272021Revenue 2022: $4,705,767Expenses 2022: $1,171,334Net Income 2022: $3,534,4332022Revenue 2023: $1,011,173Expenses 2023: $1,152,979Net Income 2023: -$141,8062023Revenue 2024: $200,656Expenses 2024: $305,945Net Income 2024: -$105,2892024Revenue 2025: $3,683Expenses 2025: $80,903Net Income 2025: -$77,2202025

Highlighted filing

2022

Revenue$4,705,767
Expenses$1,171,334
Net Income$3,534,433
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 20, 2022
Return Version
2021v4.1
Gross Receipts
$9,619,988
Mission and Program Overview

Mission

Invest assets and distribute income to the university of utah

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$16,417,649$19,951,692▲ $3,534,043
Investments in Publicly Traded Securities$15,633,232$19,498,903▲ $3,865,671
Savings and Temporary Cash Investments$784,417$452,789▼ $331,628
Total Assets$16,417,649$19,951,692▲ $3,534,043
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,417,649$19,951,692▲ $3,534,043
Total Liabilities and Net Assets / Fund Balance$16,417,649$19,951,692▲ $3,534,043
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleBaseTotal
-Trustee$68,960$68,960
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,698,575
Other Revenue
$7,192
Change in Net Assets
$3,534,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,098,942
Salaries, Compensation, and Employee Benefits$68,960
Other Expenses$3,432
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,098,942--$1,098,942
Current Officers, Directors, Trustees, and Key Employees$6,896$62,064-$68,960
Other Expenses-$3,432-$3,432
Total Functional Expenses$1,105,838$65,496$0$1,171,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of UtahSalt Lake City, UT501(c)(3)General Support Grant$1,098,942
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“University of utah, the supported organization has the authority to elect members of governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole trustee receives and reviews form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same policy as the trustee.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Emma Eccles Jones Endowment Fund
EIN
87-6218016
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
Principal Bank - Pcs Tax
Title
Trustee
Phone
6025620883
Signed
2022-10-20
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Ut
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers LLC
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference and rounding”

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MEETS ANNUALLY WITH A COMMITTEE CHAIRED BY THE RESIDENT OF UNIVERSITY OF UTAH AND IS THE LARGEST AND MOST IMPORTANT ENDOWMENT FOR THE UNIVERSITY, DAVID ECCLES SCHOOL OF BUSINESS THE TRUSTEE REPORTS TWICE A YEAR WITH THE DEAN OF THE BUSINESS SCHOOL WHO APPROVES INVESTMENTS GUIDELINES. THE TRUSTEE ANNUALLY RECEIVES A USE OF THE FUNDS FOR THE DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE DEAN OF THE DAVID ECCLES SCHOOL APPROVES ALL INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE EMMA ECCLES JONES PROVIDES THE LARGEST PRIVATE SUPPORT FOR THE DAVID ECCLES SCHOOL OF BUSINESS AT THE UNIVERSITY OF UTAH, THIS FUNDING IS CRITICAL FOR THE FACULTY HIRING AND SUPPORT AND STUDENT SCHOLARSHIPS.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0830090
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01098942
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01098942
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01098942
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleI/RecipientTable/RecipientEIN0876000525
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 PRESIDENTS CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084112
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES GRANTS TO PRESELECTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY OF UTAH, THE SUPPORTED ORGANIZATION HAS THE AUTHORITY TO ELECT MEMBERS OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOLE TRUSTEE RECEIVES AND REVIEWS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COMPLIES WITH THE SAME POLICY AS THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING DIFFERENCE AND ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALT LAKE CITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt019951692
IRS990/TotalAssetsGrp/BOYAmt016417649
IRS990/TotalAssetsGrp/EOYAmt019951692
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016417649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019951692
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IRS990/TotalRevenueGrp/ExclusionAmt04705767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04705767
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019951692
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IRS990/USAddress/CityNm0DES MOINES
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRINCIPAL BANK - PCS TAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06025620883
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA ECCLES JONES ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ECCL
ReturnHeader/Filer/EIN0876218016
ReturnHeader/Filer/PhoneNum06025620883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10316
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-13T13:00:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,951,692
Liabilities
$0
Net assets
$19,951,692
Revenue
$4,705,767
Expenses
$1,171,334
Net income
$3,534,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.08$0.08
2024Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.20$0.31$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.00$19.8$1.01$1.15$0.14
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$4.71$1.17$3.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.00$16.4$2.30$1.09$1.21
2020Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$1.13$1.04$0.09
2019Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$1.25$1.00$0.25
2018Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$1.25$0.98$0.26
2017Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$1.02$0.97$0.05
2016Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$0.70$0.93$0.23
2015Summary only. Only limited summary data is available for this year.$14.8$0.00$14.8$0.53$0.90$0.36
2014Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.85$0.84$0.02
2013Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.69$0.79$0.10
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$0.51$0.79$0.28
2011Summary only. Only limited summary data is available for this year.$15.5$0.00$15.5$0.98$0.85$0.13