Civic Intelligence

Utopia Fund C/O Withumsmithbrown PC

990PF • Fiscal year 2014 • EIN 13-1963929

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
1411 Broadway 9th FloorSuiteNew York, NY 10018

(212) 751-9100

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,657,416

Down $18,990 (-0.7%) from 2013

Net Assets

Down

$2,657,416

Down $18,990 (-0.7%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin24th percentile

Revenue

Down

$208,518

Down $110,931 (-35%) from 2013

Expenses

Up

$227,508

Up $54,100 (+31%) from 2013

Net Income

Down

-$18,990

Down $165,031 (-113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,380,324Liabilities 2011: $02011Assets 2012: $2,530,365Liabilities 2012: $02012Assets 2013: $2,676,406Liabilities 2013: $1Net Assets 2013: $2,676,4062013Assets 2014: $2,657,416Liabilities 2014: $0Net Assets 2014: $2,657,4162014Assets 2015: $2,748,008Liabilities 2015: $1Net Assets 2015: $2,748,0082015Assets 2018: $2,482,940Liabilities 2018: $0Net Assets 2018: $2,482,9402018Assets 2019: $2,474,706Liabilities 2019: $0Net Assets 2019: $2,474,7062019Assets 2020: $2,344,708Liabilities 2020: $1Net Assets 2020: $2,344,7082020Assets 2021: $2,083,924Liabilities 2021: $1Net Assets 2021: $2,083,9242021Assets 2022: $1,918,594Liabilities 2022: $12022Assets 2023: $3,086,921Liabilities 2023: $12023Assets 2024: $3,944,620Liabilities 2024: $0Net Assets 2024: $3,944,6202024Assets 2025: $3,837,272Liabilities 2025: $0Net Assets 2025: $3,837,2722025

Highlighted filing

2014

Assets$2,657,416
Liabilities$0
Net Assets$2,657,416
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $103,571Expenses 2011: $154,431Net Income 2011: -$50,8602011Revenue 2012: $347,456Expenses 2012: $197,415Net Income 2012: $150,0412012Revenue 2013: $319,449Expenses 2013: $173,408Net Income 2013: $146,0412013Revenue 2014: $208,518Expenses 2014: $227,508Net Income 2014: -$18,9902014Revenue 2015: $289,843Expenses 2015: $199,251Net Income 2015: $90,5922015Revenue 2018: $198,251Expenses 2018: $253,896Net Income 2018: -$55,6452018Revenue 2019: $347,675Expenses 2019: $173,254Net Income 2019: $174,4212019Revenue 2020: $155,851Expenses 2020: $291,889Net Income 2020: -$136,0382020Revenue 2021: $64,718Expenses 2021: $325,502Net Income 2021: -$260,7842021Revenue 2022: $160,248Expenses 2022: $325,578Net Income 2022: -$165,3302022Revenue 2023: $2,411,380Expenses 2023: $364,006Net Income 2023: $2,047,3742023Revenue 2024: $3,824,140Expenses 2024: $323,772Net Income 2024: $3,500,3682024Revenue 2025: $494,423Expenses 2025: $626,136Net Income 2025: -$131,7132025

Highlighted filing

2014

Revenue$208,518
Expenses$227,508
Net Income-$18,990
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M RANDOLPHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Utopia Fund
EIN
13-1963929
In Care Of
% WITHUMSMITHBROWN PC
Phone
2127519100
Address
1411 BROADWAY 9TH FLOOR, Suite, NEW YORK, NY 10018

Signing Officer

Name
Catherine Randolph
Title
Trustee
Phone
2127519100
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix303 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 209128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106520
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0191825
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0191825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03447
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010925
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014372
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03447
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTODIAN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014531
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA, N.A.: TRUSTEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014531
TaxesSchedule/TaxesDetail/Amt01327
TaxesSchedule/TaxesDetail/Amt16108
TaxesSchedule/TaxesDetail/Amt22764
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22013 FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01327
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE RANDOLPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTOPIA FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WITHUMSMITHBROWN PC
ReturnHeader/Filer/BusinessNameControlTxt0UTOP
ReturnHeader/Filer/EIN0131963929
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02015-05-07T09:29:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,657,416
Liabilities
$0
Net assets
$2,657,416
Revenue
$208,518
Expenses
$227,508
Net income
-$18,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.49$0.63$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$3.82$0.32$3.50
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.09$0.00$2.41$0.36$2.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$0.16$0.33$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.06$0.33$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.16$0.29$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.35$0.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.20$0.25$0.06
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.29$0.20$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.21$0.23$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.68$0.00$2.68$0.32$0.17$0.15
2012Summary only. Only limited summary data is available for this year.$2.53$0.00$0.35$0.20$0.15
2011Summary only. Only limited summary data is available for this year.$2.38$0.00$0.10$0.15$0.05