Civic Intelligence

Nora Eccles Treadwell Charitable Trust

990PF • Fiscal year 2021 • EIN 94-2566167

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
79 South Main 13th FloorSalt Lake City, UT 84111

(801) 532-0934

Siviq Scores

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

Liabilities / Assets

45th percentile

0.11x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.57x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

90th percentile

68%

Higher net margin than 90% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

133%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$83,095,569

Up $16,110,376 (+24%) from 2020

Net Assets

Up

$73,584,929

Up $11,636,538 (+19%) from 2020

Liabilities

Up

$9,510,640

Up $4,473,838 (+89%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin90th percentile

Revenue

Up

$16,615,189

Up $9,487,585 (+133%) from 2020

Expenses

Up

$5,372,164

Up $297,168 (+5.9%) from 2020

Net Income

Up

$11,243,025

Up $9,190,417 (+448%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$150M$100M$50M$0Assets 2011: $56,826,891Liabilities 2011: $02011Assets 2012: $55,262,710Liabilities 2012: $02012Assets 2013: $54,362,212Liabilities 2013: $02013Assets 2014: $53,321,315Liabilities 2014: $02014Assets 2015: $51,297,493Liabilities 2015: $02015Assets 2019: $59,896,190Liabilities 2019: $02019Assets 2020: $66,985,193Liabilities 2020: $5,036,802Net Assets 2020: $61,948,3912020Assets 2021: $83,095,569Liabilities 2021: $9,510,640Net Assets 2021: $73,584,9292021Assets 2022: $108,318,979Liabilities 2022: $0Net Assets 2022: $108,318,9792022Assets 2023: $117,020,018Liabilities 2023: $0Net Assets 2023: $117,020,0182023Assets 2024: $131,853,974Liabilities 2024: $3,745,000Net Assets 2024: $128,108,9742024

Highlighted filing

2021

Assets$83,095,569
Liabilities$9,510,640
Net Assets$73,584,929
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $2,500,600Expenses 2011: $3,830,950Net Income 2011: -$1,330,3502011Revenue 2012: $2,333,096Expenses 2012: $3,986,862Net Income 2012: -$1,653,7662012Revenue 2013: $3,134,583Expenses 2013: $4,030,461Net Income 2013: -$895,8782013Revenue 2014: $3,366,683Expenses 2014: $4,395,350Net Income 2014: -$1,028,6672014Revenue 2015: $2,703,381Expenses 2015: $4,712,353Net Income 2015: -$2,008,9722015Revenue 2019: $11,108,581Expenses 2019: $5,581,651Net Income 2019: $5,526,9302019Revenue 2020: $7,127,604Expenses 2020: $5,074,996Net Income 2020: $2,052,6082020Revenue 2021: $16,615,189Expenses 2021: $5,372,164Net Income 2021: $11,243,0252021Revenue 2022: $27,234,842Expenses 2022: $6,849,131Net Income 2022: $20,385,7112022Revenue 2023: $5,465,764Expenses 2023: $6,340,363Net Income 2023: -$874,5992023Revenue 2024: $6,221,362Expenses 2024: $6,489,762Net Income 2024: -$268,4002024

Highlighted filing

2021

Revenue$16,615,189
Expenses$5,372,164
Net Income$11,243,025
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Spencer EcclesTrusteePT$0--
Katie EcclesTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Nora Eccles Treadwell Charitable Trust
EIN
94-2566167
Phone
8015320934
Address
79 South Main 13th Floor, Salt Lake City, UT 84111

Signing Officer

Name
Spencer F Eccles
Title
Trustee
Phone
8015320934
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
877 W Main St Ste 800, Boise, ID 83702-5858
Preparer
Julie Hawkins CPA
Phone
2083447150
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COGNIZANT TECH SOLUTIONS CRP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIDELITY NATL INFORMATION SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LAM RESEARCH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC-CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FLEX LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MANULIFE FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MEDTRONIC, PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SUNCOR ENERGY INC NEW F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TORONTO DOMINION BK ONT COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TOTAL ENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ARTISAN SMALL CAP FUND CLASS INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES RUSSELL MID-CAP ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Owl Creek Credit Opportunity Fund, Ltd.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Cynosure Investment Partners LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Cynosur Partners 2020, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Cynosure Partners 2020 Co-Investment, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CRC Bond Opportunity Trading Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MVP Private Markets Fund Class I
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,095,569
Liabilities
$9,510,640
Net assets
$73,584,929
Revenue
$16,615,189
Expenses
$5,372,164
Net income
$11,243,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$132$3.75$128$6.22$6.49$0.27
2023Detailed filing. Detailed filing data is available for this year.$117$0.00$117$5.47$6.34$0.87
2022Detailed filing. Detailed filing data is available for this year.$108$0.00$108$27.2$6.85$20.4
2021Detailed filing. Detailed filing data is available for this year.$83.1$9.51$73.6$16.6$5.37$11.2
2020Detailed filing. Detailed filing data is available for this year.$67.0$5.04$61.9$7.13$5.07$2.05
2019Summary only. Only limited summary data is available for this year.$59.9$0.00$11.1$5.58$5.53
2015Summary only. Only limited summary data is available for this year.$51.3$0.00$2.70$4.71$2.01
2014Summary only. Only limited summary data is available for this year.$53.3$0.00$3.37$4.40$1.03
2013Summary only. Only limited summary data is available for this year.$54.4$0.00$3.13$4.03$0.90
2012Summary only. Only limited summary data is available for this year.$55.3$0.00$2.33$3.99$1.65
2011Summary only. Only limited summary data is available for this year.$56.8$0.00$2.50$3.83$1.33