Civic Intelligence

Robert W & Barbara J Keener Foundation

990PF • Fiscal year 2023 • EIN 87-6232895

Jun 01, 2022 to May 31, 2023 • Filed on Jul 31, 2023

Organization Profile
P O Box 9360Salt Lake City, UT 84109

(801) 272-8990

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$13,800

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,300,959

Up $140,683 (+3.4%) from 2022

Net Assets

Up

$4,300,959

Up $140,683 (+3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin78th percentile

Revenue

Down

$532,366

Down $74,825 (-12%) from 2022

Expenses

Up

$391,365

Up $24,253 (+6.6%) from 2022

Net Income

Down

$141,001

Down $99,078 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,587,733Liabilities 2012: $02012Assets 2013: $3,568,328Liabilities 2013: $02013Assets 2014: $3,733,080Liabilities 2014: $02014Assets 2015: $3,684,989Liabilities 2015: $02015Assets 2016: $3,656,775Liabilities 2016: $02016Assets 2020: $4,076,807Liabilities 2020: $02020Assets 2021: $3,927,849Liabilities 2021: $0Net Assets 2021: $3,927,8492021Assets 2022: $4,160,276Liabilities 2022: $0Net Assets 2022: $4,160,2762022Assets 2023: $4,300,959Liabilities 2023: $0Net Assets 2023: $4,300,9592023Assets 2024: $4,831,065Liabilities 2024: $0Net Assets 2024: $4,831,0652024Assets 2025: $4,712,409Liabilities 2025: $0Net Assets 2025: $4,712,4092025

Highlighted filing

2023

Assets$4,300,959
Liabilities$0
Net Assets$4,300,959
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $848,805Expenses 2012: $177,344Net Income 2012: $671,4612012Revenue 2013: $235,618Expenses 2013: $200,412Net Income 2013: $35,2062013Revenue 2014: $241,949Expenses 2014: $204,738Net Income 2014: $37,2112014Revenue 2015: $240,824Expenses 2015: $226,357Net Income 2015: $14,4672015Revenue 2016: $282,905Expenses 2016: $283,780Net Income 2016: -$8752016Revenue 2020: $117,882Expenses 2020: $285,224Net Income 2020: -$167,3422020Revenue 2021: $190,010Expenses 2021: $318,568Net Income 2021: -$128,5582021Revenue 2022: $607,191Expenses 2022: $367,112Net Income 2022: $240,0792022Revenue 2023: $532,366Expenses 2023: $391,365Net Income 2023: $141,0012023Revenue 2024: $934,119Expenses 2024: $382,179Net Income 2024: $551,9402024Revenue 2025: $302,625Expenses 2025: $405,629Net Income 2025: -$103,0042025

Highlighted filing

2023

Revenue$532,366
Expenses$391,365
Net Income$141,001
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL D GARNERTrustee-$13,800-$13,800
MARY D DRAPERTrustee-$9,600-$9,600
ROBERT W KEENERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert W & Barbara J
EIN
87-6232895
Address
P O BOX 9360, SALT LAKE CITY, UT 84109

Signing Officer

Name
Robert W Keener
Title
Trustee
Phone
8017122837
Signed
2023-07-31

Preparer

Firm
Terry Price & Wunderli LLC
Address
7370 S CREEK RD 102, SANDY, UT 84093-6162
Preparer
Quinn S Mortensen
Phone
8012728990
Raw XML Appendix264 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05561492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0451070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06048329
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097491
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W KEENER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL D GARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY D DRAPER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23838 RUTH DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME FROM INVESTMENT PORTFOLIO. PROVIDES FUNDS TO PAY FOUNDATION EXPENSES.
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08015986193
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2395
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3649
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31298
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0919
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER ADJUSTMENTS
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W KEENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08017122837
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W & BARBARA J
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KEENER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0876232895
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9360
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202097679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY PRICE & WUNDERLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07370 S CREEK RD 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840936162
ReturnHeader/PreparerPersonGrp/PhoneNum08012728990
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QUINN S MORTENSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-11T22:49:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEENER
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,300,959
Liabilities
$0
Net assets
$4,300,959
Revenue
$532,366
Expenses
$391,365
Net income
$141,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.30$0.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.93$0.38$0.55
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.53$0.39$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.61$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.19$0.32$0.13
2020Summary only. Only limited summary data is available for this year.$4.08$0.00$0.12$0.29$0.17
2016Summary only. Only limited summary data is available for this year.$3.66$0.00$0.28$0.28$0.00
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.24$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$3.73$0.00$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$3.57$0.00$0.24$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$0.85$0.18$0.67
Peer Organizations

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