Civic Intelligence

The James T Ueltschi Foundation

EIN 06-1519388 • Vero Beach, FL

3055 Cardinal Drive 204Vero Beach, FL 32963
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-97%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

18th percentile

-4.8%

Faster asset growth than 18% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

49%

Faster revenue growth than 79% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,316,739

Down $316,870 (-4.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$6,316,739

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$325,544

Up $107,636 (+49%) from 2023

Expenses

Up

$642,414

Up $51,169 (+8.7%) from 2023

Net Income

Up

-$316,870

Up $56,467 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$10M$5.0M$0Assets 2011: $1,177,222Liabilities 2011: $02011Assets 2012: $1,099,387Liabilities 2012: $0Net Assets 2012: $1,099,3872012Assets 2013: $6,082,155Liabilities 2013: $1Net Assets 2013: $6,082,1552013Assets 2014: $5,755,600Liabilities 2014: $1Net Assets 2014: $5,755,6002014Assets 2015: $5,388,549Liabilities 2015: $0Net Assets 2015: $5,388,5492015Assets 2016: $5,013,290Liabilities 2016: $0Net Assets 2016: $5,013,2902016Assets 2018: $9,306,752Liabilities 2018: $0Net Assets 2018: $9,306,7522018Assets 2019: $8,932,557Liabilities 2019: $0Net Assets 2019: $8,932,5572019Assets 2020: $7,610,802Liabilities 2020: $1Net Assets 2020: $7,610,8022020Assets 2021: $7,601,272Liabilities 2021: $1Net Assets 2021: $7,601,2722021Assets 2022: $7,006,946Liabilities 2022: $1Net Assets 2022: $7,006,9462022Assets 2023: $6,633,609Liabilities 2023: $12023Assets 2024: $6,316,739Liabilities 2024: $0Net Assets 2024: $6,316,7392024

Highlighted filing

2024

Assets$6,316,739
Liabilities$0
Net Assets$6,316,739
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,259Expenses 2011: $127,006Net Income 2011: -$124,7472011Expenses 2012: $134,3002012Revenue 2013: $5,009,154Expenses 2013: $26,386Net Income 2013: $4,982,7682013Revenue 2014: $10,378Expenses 2014: $336,933Net Income 2014: -$326,5552014Revenue 2015: $10,600Expenses 2015: $377,651Net Income 2015: -$367,0512015Revenue 2016: $8,024Expenses 2016: $383,283Net Income 2016: -$375,2592016Revenue 2018: $143,234Expenses 2018: $545,829Net Income 2018: -$402,5952018Revenue 2019: $155,244Expenses 2019: $529,439Net Income 2019: -$374,1952019Revenue 2020: $28,074Expenses 2020: $1,349,829Net Income 2020: -$1,321,7552020Revenue 2021: $7,436Expenses 2021: $16,966Net Income 2021: -$9,5302021Revenue 2022: $36,278Expenses 2022: $630,604Net Income 2022: -$594,3262022Revenue 2023: $217,908Expenses 2023: $591,245Net Income 2023: -$373,3372023Revenue 2024: $325,544Expenses 2024: $642,414Net Income 2024: -$316,8702024

Highlighted filing

2024

Revenue$325,544
Expenses$642,414
Net Income-$316,870
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,316,739
Liabilities
$0
Net assets
$6,316,739
Revenue
$325,544
Expenses
$642,414
Net income
-$316,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.33$0.64$0.32
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.00$0.22$0.59$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$0.04$0.63$0.59
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.60$0.00$7.60$0.01$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$0.00$7.61$0.03$1.35$1.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$0.00$8.93$0.16$0.53$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.31$0.00$9.31$0.14$0.55$0.40
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.01$0.38$0.38
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.01$0.38$0.37
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.76$0.00$5.76$0.01$0.34$0.33
2013Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$5.01$0.03$4.98
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.13
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.00$0.13$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T UELTSCHIPresident-$0--
Filing and Contact Details

Filer

Filer Name
James T Ueltschi Foundation
EIN
06-1519388
Phone
7728379709
Address
3055 CARDINAL DRIVE 204, VERO BEACH, FL 32963

Signing Officer

Name
James T Ueltschi
Title
President
Phone
7728379709
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Frank Smith
Phone
2022274000
Raw XML Appendix294 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0850
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0850
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE JAME T. UELTSCHI FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2018.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02403 FARRINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 EVERTRUST PLAZA SUITE 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt251 OLD DIXIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JERSEY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232962
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0635000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04799
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0631331
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0716495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0636130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0711696
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0631331
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CT CORP ANNUAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt090
TaxesSchedule/TaxesDetail/Amt05344
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T UELTSCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07728379709
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES T UELTSCHI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0061519388
ReturnHeader/Filer/PhoneNum07728379709
ReturnHeader/Filer/USAddress/AddressLine1Txt03055 CARDINAL DRIVE 204
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022274000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK SMITH
ReturnHeader/ReturnTs02025-05-09T09:54:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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