Civic Intelligence

Nora Eccles Treadwell Charitable Trust

990PF • Fiscal year 2024 • EIN 94-2566167

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

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

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.60x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Net Margin

22nd percentile

-4.3%

Higher net margin than 22% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

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.

2024 filings • $100M-$250M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$131,853,974

Up $14,833,956 (+13%) from 2023

Net Assets

Up

$128,108,974

Up $11,088,956 (+9.5%) from 2023

Liabilities

Up

$3,745,000

Up $3,745,000 from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin22nd percentile

Revenue

Up

$6,221,362

Up $755,598 (+14%) from 2023

Expenses

Up

$6,489,762

Up $149,399 (+2.4%) from 2023

Net Income

Up

-$268,400

Up $606,199 (+69%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$131,853,974
Liabilities$3,745,000
Net Assets$128,108,974
Open 2024 Filing

Operations Trend

Revenue Growth61st 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

2024

Revenue$6,221,362
Expenses$6,489,762
Net Income-$268,400
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Spencer EcclesTrustee-$0--
Katie EcclesTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Nora Eccles Treadwell Foundationprimarily in support of medical research and organizations performing medical researchPFSan Francisco, CA, US$4,220,000
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
Katie A Eccles
Title
Trustee
Phone
8015320934
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
2355 E Camelback Rd Ste 900, Phoenix, AZ 85016-9065
Preparer
Karen L Peck CPA
Phone
4803151040
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The $2,940,661 was fully distributed as part of Medical Research Grants by 12/31/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1The $2,900,000 was fully distributed as part of Medical Research Grants by 12/31/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2The $862,144 was fully distributed as part of Medical Research Grants by 12/31/24
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,853,974
Liabilities
$3,745,000
Net assets
$128,108,974
Revenue
$6,221,362
Expenses
$6,489,762
Net income
-$268,400
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