Civic Intelligence

Dialogue Foundation

990 • Fiscal year 2016 • EIN 94-1630730

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 08, 2017

3067 South 100 WestBountiful, UT 84010

(857) 600-1620

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

26th percentile

-6.9%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,245,401

Up $131,572 (+12%) from 2015

Net Assets

Up

$1,245,401

Up $131,572 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$139,036

Down $78,936 (-36%) from 2015

Expenses

Down

$148,575

Down $24,364 (-14%) from 2015

Net Income

Down

-$9,539

Down $54,572 (-121%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $774,675Liabilities 2011: $0Net Assets 2011: $774,6752011Assets 2012: $992,608Liabilities 2012: $0Net Assets 2012: $992,6082012Assets 2013: $1,223,799Liabilities 2013: $0Net Assets 2013: $1,223,7992013Assets 2014: $1,146,086Liabilities 2014: $0Net Assets 2014: $1,146,0862014Assets 2015: $1,113,829Liabilities 2015: $0Net Assets 2015: $1,113,8292015Assets 2016: $1,245,401Liabilities 2016: $0Net Assets 2016: $1,245,4012016Assets 2017: $1,327,530Liabilities 2017: $0Net Assets 2017: $1,327,5302017Assets 2018: $1,243,851Liabilities 2018: $0Net Assets 2018: $1,243,8512018Assets 2019: $1,353,920Liabilities 2019: $0Net Assets 2019: $1,353,9202019Assets 2020: $1,435,748Liabilities 2020: $0Net Assets 2020: $1,435,7482020Assets 2021: $1,718,978Liabilities 2021: $0Net Assets 2021: $1,718,9782021Assets 2022: $1,544,505Liabilities 2022: $0Net Assets 2022: $1,544,5052022Assets 2023: $1,640,637Liabilities 2023: $0Net Assets 2023: $1,640,6372023Assets 2024: $1,569,690Liabilities 2024: $0Net Assets 2024: $1,569,6902024

Highlighted filing

2016

Assets$1,245,401
Liabilities$0
Net Assets$1,245,401

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $210,043Expenses 2011: $210,099Net Income 2011: -$562011Expenses 2012: $229,8662012Revenue 2013: $421,627Expenses 2013: $190,436Net Income 2013: $231,1912013Revenue 2014: $226,137Expenses 2014: $180,505Net Income 2014: $45,6322014Revenue 2015: $217,972Expenses 2015: $172,939Net Income 2015: $45,0332015Revenue 2016: $139,036Expenses 2016: $148,575Net Income 2016: -$9,5392016Revenue 2017: $217,308Expenses 2017: $149,265Net Income 2017: $68,0432017Revenue 2018: $168,023Expenses 2018: $144,770Net Income 2018: $23,2532018Revenue 2019: $135,090Expenses 2019: $168,043Net Income 2019: -$32,9532019Revenue 2020: $158,880Expenses 2020: $124,053Net Income 2020: $34,8272020Revenue 2021: $414,005Expenses 2021: $152,925Net Income 2021: $261,0802021Revenue 2022: $139,348Expenses 2022: $154,451Net Income 2022: -$15,1032022Revenue 2023: $210,796Expenses 2023: $151,144Net Income 2023: $59,6522023Revenue 2024: $176,457Expenses 2024: $165,704Net Income 2024: $10,7532024

Highlighted filing

2016

Revenue$139,036
Expenses$148,575
Net Income-$9,539
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$750,840
Mission and Program Overview

Mission

Dialogue foundation supports religious education through the publication of scholarly religious materials.

Dialogue is an independent quarterly established to express mormon culture and to examine the relevance of religion to secular life. It is edited by latter-day saints who wish to bring their faith into dialogue with the larger stream of world religious thought and with human experience as a whole and to foster artistic and scholarly achievement based on their cultural heritage. The journal encourages a variety of viewpoints; although every effort is made to ensure accurate scholarship and responsible judgment, the views expressed are those of the individual authors and are not necessarily those of the church of jesus christ of latter-day saints or of the editors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$872,190$993,105▲ $120,915
Savings and Temporary Cash Investments$161,842$147,142▼ $14,700
Cash and Non-Interest-Bearing Accounts$78,654$105,154▲ $26,500
Total Assets$1,113,829$1,245,401▲ $131,572
Other Assets Total$1,143--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,113,829$1,245,401▲ $131,572
Total Net Assets Fund Balance$1,113,829$1,245,401▲ $131,572
Total Liabilities and Net Assets / Fund Balance$1,113,829$1,245,401▲ $131,572
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$154,282
Program Service Revenue
$37,518
Investment Income
$-18,305
Other Revenue
$-34,459
All Other Contributions
$99,768
Change in Net Assets
$-9,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,398
Total Fundraising Expense$10,051
Salaries, Compensation, and Employee Benefits$1,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$16,077-$16,077
Advertising--$6,101$6,101
Fees for Services Other$1,974$835$535$3,344
Insurance$2,449$306$306$3,061
Fees for Services Accounting-$2,360-$2,360
Travel$1,694$212$212$2,118
Conferences and Meetings-$944-$944
Other Salaries and Wages$90$540$270$900
Information Technology$412-$412$824
Office Expenses$620$78$78$776
Payroll Taxes$28$166$83$277
Other Expenses$70$99$68$99
Fees for Services Legal-$60-$60
Total Functional Expenses$96,479$42,045$10,051$148,575
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,219
Fundraising Gross Income$8,760
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
50th Anniversary Gala$63,274$8,760$3,038$5,722
Total Events$63,274$8,760$43,219$-34,459
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
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

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

The form 990 is prepared by the external accountant, a draft copy is reviewed by management and then reviewed by the finance committee. Revisions, corrections, etc. Are made as necessary. Once all are satisfied with the form, it is finalized and filed with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents (articles of incorporation and by-laws), its conflict of interest policy and financial statements available upon requst. The organization will mail copies upon request or provide copies to those who come to the administrative office during normal business hours. The organization charges for the copies in accordance with internal revenue service regulations.

Filing and Contact Details

Filer

Filer Name
Dialogue Foundation
EIN
94-1630730
Phone
8576001620
Address
3067 SOUTH 100 WEST, BOUNTIFUL, UT 84010

Signing Officer

Name
Karla Stirling
Title
Treasurer
Phone
8576001620
Signed
2017-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karla Stirling
Formed
1966
Voting Board Members
18
Independent Board Members
18
Employees
1
Volunteers
5

Preparer

Firm
Schofer Dillberg & Company Inc
Address
190 N MAIN STREET THIRD FLOOR, NATICK, MA 01760
Preparer
Mark Schofer
Phone
5085458405
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IRS990/NetAssetsOrFundBalancesEOYAmt01245401
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-37018
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-37018
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-34459
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-34459
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0141111
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt078
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt078
IRS990/OfficeExpensesGrp/ProgramServicesAmt0620
IRS990/OfficeExpensesGrp/TotalAmt0776
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01143
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES
IRS990/OtherExpensesGrp/FundraisingAmt01986
IRS990/OtherExpensesGrp/FundraisingAmt168
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018313
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11986
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt399
IRS990/OtherExpensesGrp/ProgramServicesAmt073253
IRS990/OtherExpensesGrp/ProgramServicesAmt115889
IRS990/OtherExpensesGrp/ProgramServicesAmt270
IRS990/OtherExpensesGrp/TotalAmt091566
IRS990/OtherExpensesGrp/TotalAmt119861
IRS990/OtherExpensesGrp/TotalAmt2207
IRS990/OtherExpensesGrp/TotalAmt399
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0540
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt090
IRS990/OtherSalariesAndWagesGrp/TotalAmt0900
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt083
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0166
IRS990/PayrollTaxesGrp/ProgramServicesAmt028
IRS990/PayrollTaxesGrp/TotalAmt0277
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KARLA STIRLING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511110
IRS990/ProgramServiceRevenueGrp/BusinessCd1511110
IRS990/ProgramServiceRevenueGrp/BusinessCd2511110
IRS990/ProgramServiceRevenueGrp/Desc0SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/Desc1ROYALTIES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036510
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0137227
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035412
IRS990/PYOtherExpensesAmt0108041
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt045333
IRS990/PYRevenuesLessExpensesAmt045033
IRS990/PYSalariesCompEmpBnftPaidAmt064898
IRS990/PYTotalExpensesAmt0172939
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0217972
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9539
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161842
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147142
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0154282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0137219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0121730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0122293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0137295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0672819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056395
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0254102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028883
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0393506
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0216246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08760
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08760
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt056395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0254102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0393506
IRS990ScheduleA/InvestmentIncomeCYPct00.30450
IRS990ScheduleA/InvestmentIncomePYPct00.31000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0783
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0783
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45710
IRS990ScheduleA/PublicSupportPY509Pct00.48150
IRS990ScheduleA/PublicSupportTotal509Amt0590625
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt053500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt094000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt097500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt062200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0307200
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt053500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt094000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt097500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt062200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0307200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0200560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0169743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0177445
IRS990ScheduleA/Total509Grp/TotalAmt0897825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0219273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0217965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0226138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0421627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0207111

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.18$0.17$0.01
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$0.21$0.15$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.14$0.15$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.41$0.15$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.16$0.12$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.14$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.17$0.14$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.22$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.15$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.22$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.23$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.42$0.19$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.23
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.21$0.21$0.00