Civic Intelligence

Oneida B Foundation

990PF • Fiscal year 2019 • EIN 91-2013458

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 09, 2019

Organization Profile
4265 North Vintage DriveProvo, UT 84604

(435) 267-2766

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

232%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,845,706

Up $56,912 (+3.2%) from 2018

Net Assets

Up

$1,845,706

Up $56,912 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$180,326

Up $125,943 (+232%) from 2018

Expenses

Down

$123,414

Down $11,089 (-8.2%) from 2018

Net Income

Up

$56,912

Up $137,032 (+171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,566,423Liabilities 2011: $12,000Net Assets 2011: $3,554,4232011Assets 2012: $3,567,322Liabilities 2012: $12,000Net Assets 2012: $3,555,3222012Assets 2013: $2,086,802Liabilities 2013: $12,000Net Assets 2013: $2,074,8022013Assets 2014: $2,065,451Liabilities 2014: $12,000Net Assets 2014: $2,053,4512014Assets 2015: $2,013,402Liabilities 2015: $0Net Assets 2015: $2,013,4022015Assets 2016: $1,972,667Liabilities 2016: $0Net Assets 2016: $1,972,6672016Assets 2017: $1,868,914Liabilities 2017: $0Net Assets 2017: $1,868,9142017Assets 2018: $1,788,794Liabilities 2018: $0Net Assets 2018: $1,788,7942018Assets 2019: $1,845,706Liabilities 2019: $0Net Assets 2019: $1,845,7062019Assets 2020: $1,728,946Liabilities 2020: $0Net Assets 2020: $1,728,9462020

Highlighted filing

2019

Assets$1,845,706
Liabilities$0
Net Assets$1,845,706
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $121,3902011Expenses 2012: $1,4962012Expenses 2013: $205,1952013Revenue 2014: $53,107Expenses 2014: $74,458Net Income 2014: -$21,3512014Revenue 2015: $118,194Expenses 2015: $158,243Net Income 2015: -$40,0492015Revenue 2016: $39,760Expenses 2016: $80,495Net Income 2016: -$40,7352016Revenue 2017: $64,714Expenses 2017: $168,467Net Income 2017: -$103,7532017Revenue 2018: $54,383Expenses 2018: $134,503Net Income 2018: -$80,1202018Revenue 2019: $180,326Expenses 2019: $123,414Net Income 2019: $56,9122019Revenue 2020: $3,338Expenses 2020: $125,039Net Income 2020: -$121,7012020

Highlighted filing

2019

Revenue$180,326
Expenses$123,414
Net Income$56,912
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA SPENCERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oneida B Foundation
EIN
91-2013458
Phone
4352672766
Address
4265 NORTH VINTAGE DRIVE, PROVO, UT 84604

Signing Officer

Name
Sandra Spencer
Title
Trustee
Signed
2019-09-09

Preparer

Firm
Gardner Estate & Trust CPA LLC
Address
PO BOX 2948, CEDAR CITY, UT 84721-2948
Preparer
Ronda H Gardner
Phone
4352672766
Raw XML Appendix272 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014491
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05003
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015825
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015825
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONEIDA B FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ONEI
ReturnHeader/Filer/EIN0912013458
ReturnHeader/Filer/PhoneNum04352672766
ReturnHeader/Filer/USAddress/AddressLine1Txt04265 NORTH VINTAGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E1188C893AECF228188BEA2A28AFA2BEA565DD6D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E1188C893AECF228188BEA2A28AFA2BEA565DD6D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.34.14.157
ReturnHeader/FilingSecurityInformation/IPDt02019-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:44:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463104631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARDNER ESTATE & TRUST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2948
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0847212948
ReturnHeader/PreparerPersonGrp/PhoneNum04352672766
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONDA H GARDNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-09T14:44:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,845,706
Liabilities
$0
Net assets
$1,845,706
Revenue
$180,326
Expenses
$123,414
Net income
$56,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.00$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.18$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.17$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.12$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.05$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.07$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.00
2011Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.55$0.12