Civic Intelligence

Nora Eccles Treadwell Charitable Trust

990PF • Fiscal year 2022 • EIN 94-2566167

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

64%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$108,318,979

Up $25,223,410 (+30%) from 2021

Net Assets

Up

$108,318,979

Up $34,734,050 (+47%) from 2021

Liabilities

Down

$0

Down $9,510,640 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin94th percentile

Revenue

Up

$27,234,842

Up $10,619,653 (+64%) from 2021

Expenses

Up

$6,849,131

Up $1,476,967 (+27%) from 2021

Net Income

Up

$20,385,711

Up $9,142,686 (+81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2022

Assets$108,318,979
Liabilities$0
Net Assets$108,318,979
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$27,234,842
Expenses$6,849,131
Net Income$20,385,711
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay12th 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
2023-11-15
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Cynosure Partners 2020 Co-Investment, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CRC Bond Opportunity Trading Fund
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,318,979
Liabilities
$0
Net assets
$108,318,979
Revenue
$27,234,842
Expenses
$6,849,131
Net income
$20,385,711
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