Civic Intelligence

Emma Eccles Jones Endowment For

EIN 93-2337573 • 501(c)3 • Salt Lake City, UT

Profile

The mission of the emma eccles jones endowment for excellence at the david eccles school of business is to provide financial support to the school as it strives to advance innovation through transformative research and to prepare students with the knowledge, integrity, and entrepreneurial mindset needed to create meaningful impact in business and society.

36 South State Street 1800Salt Lake City, UT 84111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$1,287,709

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

$23,906,918

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$23,906,918

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

$25,023,701

No earlier filing loaded for comparison.

Expenses

$963

No earlier filing loaded for comparison.

Net Income

$25,022,738

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2023: $23,906,918Liabilities 2023: $0Net Assets 2023: $23,906,9182023

Highlighted filing

2023

Assets$23,906,918
Liabilities$0
Net Assets$23,906,918
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0Revenue 2023: $25,023,701Expenses 2023: $963Net Income 2023: $25,022,7382023

Highlighted filing

2023

Revenue$25,023,701
Expenses$963
Net Income$25,022,738
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$23,906,918
Liabilities
$0
Net assets
$23,906,918
Revenue
$25,023,701
Expenses
$963
Net income
$25,022,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$25.0$0.00$25.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 13, 2026
Return Version
2023v6.0
Gross Receipts
$38,441,326
Mission and Program Overview

Mission

The mission of the emma eccles jones endowment for excellence at the david eccles school of business is to provide financial support to the school as it strives to advance innovation through transformative research and to prepare students with the knowledge, integrity, and entrepreneurial mindset needed to create meaningful impact in business and society.

To support the university of utah and the david eccles school of business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$23,906,918▲ $23,906,918
Investments Other Securities-$14,337,681-
Investments in Publicly Traded Securities-$8,947,502-
Cash and Non-Interest-Bearing Accounts-$621,735-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$23,906,918▲ $23,906,918
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$23,906,918▲ $23,906,918
Total Liabilities and Net Assets / Fund Balance$0$23,906,918▲ $23,906,918

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,017,348--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023-$21,386,152▲ $2,521,729-$23,906,918
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Taylor RandallChair
Anne TaylorDirector
Jonathan BrogaardDirector
Marlene PlumleeDirector
Rachel HayesDirector
Scott ParkerDirector
Spencer EcclesDirector
Bruce OlsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$21,386,152
Program Service Revenue
$0
Investment Income
$3,637,549
Other Revenue
$0
All Other Contributions
$21,386,152
Change in Net Assets
$25,022,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$963-$963
Total Functional Expenses$0$963$0$963
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
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“There are two "eccles directors" appointed by and removed at the discretion of spencer eccles. All other board members shall be appointed by the university of utah so that at all time, the number of persons on the board appointed by the university of utah shall be at least one greater than the "eccles directors."”

Form 990, Part VI, Section A, Line 7B

“The board initally shall be comprised of seven voting members but that number may be changed by the board, with approval of the university of utah, provided that the number of directors shall never be less than twice the number of "eccles directors," plus one.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's independent accountant. It is then presented to the board for their review and then filed with the irs upon approval.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Emma Eccles Jones Endowment for
EIN
93-2337573
Phone
8015855336
Address
36 SOUTH STATE STREET 1800, SALT LAKE CITY, UT 84111

Signing Officer

Name
Michael a Lewis
Title
Asst. Dean, Finance and Ops
Phone
8015855336
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Randall
Formed
2023
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
4
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE SUITE, 5000, TUCSON, AZ 85711
Preparer
Jonathan Wittmann
Phone
5207903500
Supplemental Narrative

Additional Explanations

FORM 990, BOX C - NAME CONTINUATION:

“BUSINESS”

Raw XML AppendixShowing 400 of 475 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0847661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1638367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2445734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3308314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt051244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0312860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt165747
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt257225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt348255
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026986
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt227222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt323526
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0100202
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt116000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt228000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TAYLOR RANDALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RACHEL HAYES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JONATHAN BROGAARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MARLENE PLUMLEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01287709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1748882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2558181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3380095
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0TAYLOR RANDALL RECEIVED AN IRC SECTION 457(F) $51,244 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2023. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(F)OF $200,000.00 WAS ACCRUED/NOT PAID AND IS SUBJECT TO RISK OF FORFEITURE. THE TERMS AND CONDITIONS OF THE RETIREMENT PLANS ARE THAT THEY ARE SUBJECT TO RISK OF FORFEITURE BASED ON LENGTH OF SERVICE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO "ECCLES DIRECTORS" APPOINTED BY AND REMOVED AT THE DISCRETION OF SPENCER ECCLES. ALL OTHER BOARD MEMBERS SHALL BE APPOINTED BY THE UNIVERSITY OF UTAH SO THAT AT ALL TIME, THE NUMBER OF PERSONS ON THE BOARD APPOINTED BY THE UNIVERSITY OF UTAH SHALL BE AT LEAST ONE GREATER THAN THE "ECCLES DIRECTORS."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD INITALLY SHALL BE COMPRISED OF SEVEN VOTING MEMBERS BUT THAT NUMBER MAY BE CHANGED BY THE BOARD, WITH APPROVAL OF THE UNIVERSITY OF UTAH, PROVIDED THAT THE NUMBER OF DIRECTORS SHALL NEVER BE LESS THAN TWICE THE NUMBER OF "ECCLES DIRECTORS," PLUS ONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT. IT IS THEN PRESENTED TO THE BOARD FOR THEIR REVIEW AND THEN FILED WITH THE IRS UPON APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, BOX C - NAME CONTINUATION:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1UNIVERSITY OF UTAH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERSITY OF UTAH RESEARCH FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0876000525
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237112869
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT UNIVERSITY OF UTAH RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0SFEBB 7150 1655 E CAMPUS CENTER DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1201 SOUTH PRESIDENTS CIRCLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SALT LAKE CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd184112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt021386152
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF UTAH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT

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