Civic Intelligence

Utue

990 • Fiscal year 2014 • EIN 20-3852675

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.UTUE.ORG
423 Broadway No 601Millbrae, CA 94030

(415) 468-1590

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$60,796

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 49.4% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Flat

$27,911

Flat from 2014

Net Assets

Flat

$24,407

Flat from 2014

Liabilities

Flat

$3,504

Flat from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin36th percentile

Revenue

Flat

$123,094

Flat from 2014

Expenses

Flat

$125,473

Flat from 2014

Net Income

Flat

-$2,379

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $48,356Liabilities 2010: $29,877Net Assets 2010: $18,4792010Assets 2011: $23,491Liabilities 2011: $37,413Net Assets 2011: -$13,9222011Assets 2012: $108,839Liabilities 2012: $50,480Net Assets 2012: $58,3592012Assets 2013: $34,720Liabilities 2013: $4,613Net Assets 2013: $30,1072013Assets 2014: $27,911Liabilities 2014: $3,504Net Assets 2014: $24,4072014Assets 2014: $27,911Liabilities 2014: $3,504Net Assets 2014: $24,4072014Assets 2015: $40,651Liabilities 2015: $16,559Net Assets 2015: $24,0922015Assets 2016: $33,580Liabilities 2016: $15,728Net Assets 2016: $17,8522016Assets 2017: $24,060Liabilities 2017: $15,590Net Assets 2017: $8,4702017Assets 2018: $10,212Liabilities 2018: $18,235Net Assets 2018: -$8,0232018Assets 2019: $7,295Liabilities 2019: $18,2312019

Highlighted filing

2014

Assets$27,911
Liabilities$3,504
Net Assets$24,407
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KExpenses 2010: $153,0632010Expenses 2011: $157,4182011Expenses 2012: $167,5922012Revenue 2013: $152,472Expenses 2013: $180,724Net Income 2013: -$28,2522013Revenue 2014: $123,094Expenses 2014: $125,473Net Income 2014: -$2,3792014Revenue 2014: $123,094Expenses 2014: $125,473Net Income 2014: -$2,3792014Revenue 2015: $98,873Expenses 2015: $99,188Net Income 2015: -$3152015Revenue 2016: $88,590Expenses 2016: $94,830Net Income 2016: -$6,2402016Revenue 2017: $57,925Expenses 2017: $67,307Net Income 2017: -$9,3822017Revenue 2018: $42,502Expenses 2018: $58,995Net Income 2018: -$16,4932018Revenue 2019: $51,649Expenses 2019: $54,562Net Income 2019: -$2,9132019

Highlighted filing

2014

Revenue$123,094
Expenses$125,473
Net Income-$2,379
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$123,094
Mission and Program Overview

Mission

To help people grow and develop

The mission at utue is to educate and train leaders and individuals in realzing their maximum potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$24,294$18,857▼ $5,437
Cash and Non-Interest-Bearing Accounts$5,722$5,951▲ $229
Land, Buildings, and Equipment, Net$4,689$3,103▼ $1,586
Total Assets$34,720$27,911▼ $6,809
Other Assets Total$15$0▼ $15
Liabilities
Other Liabilities$2,924$2,577▼ $347
Accounts Payable and Accrued Expenses$1,689$927▼ $762
Total Liabilities$4,613$3,504▼ $1,109
Net Assets / Fund Balance
Unrestricted Net Assets$30,107$24,407▼ $5,700
Total Net Assets Fund Balance$30,107$24,407▼ $5,700
Total Liabilities and Net Assets / Fund Balance$34,720$27,911▼ $6,809

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,037$9,037
Other Land Buildings$3,103$5,245$8,348
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseOtherTotal
Jason RohnExecutive Director$38,250$22,546$60,796

Board Members and Trustees

NameTitle
Bruce CowlesBoard Member
Julie AndrusSecretary
Anita LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,880
Program Service Revenue
$117,214
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,880
Change in Net Assets
$-2,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$87,593
Other Expenses$37,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$59,917--$59,917
Other Employee Benefits$22,546--$22,546
Occupancy$21,076--$21,076
Insurance$5,284--$5,284
Payroll Taxes$5,130--$5,130
Information Technology-$3,868-$3,868
Conferences and Meetings-$1,915-$1,915
Office Expenses-$1,614-$1,614
Depreciation Depletion$793$793-$1,586
Fees for Services Accounting-$550-$550
Travel$100--$100
Interest-$67-$67
Other Expenses$160$60-$60
Fees for Services Other-$-1,125-$-1,125
Total Functional Expenses$117,731$7,742$0$125,473
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patricia RohnMarried to OfficerEmployee of OrganizationNo$21,667
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$2,652
Payroll Taxes Payable$-75
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Executive director is married to board member - both individuals provide service to the organization and receive compensation from the entity.”

Form 990, Part VI, Section B, Line 11

“A draft of the return was presented to the board for review and approval”

Form 990, Part VI, Section B, Line 12C

“The organization distributes its certification and disclosure form as needed to its officers, directors and key employees to ensure any conflicts are disclosed.”

Form 990, Part VI, Section C, Line 19

“All applicable documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Utue
EIN
20-3852675
Phone
4154681590
Address
423 BROADWAY NO 601, MILLBRAE, CA 94030

Signing Officer

Name
Jason Rohn
Title
CEO
Phone
4154681590
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Rohn
Formed
2005
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Boman Accounting Group Inc
Address
30 UNION AVENUE SUITE 210, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
Raw XML Appendix369 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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IRS990/Desc0WE CONTINUE TO WITNESS INDIVIDUAL BREAKTHROUGHS IN OUR CONTINUING ONE-ON-ONE PROGRAM. THESE TYPES OF BEHAVIORAL IMPROVEMENTS ARE RARE TO NON-EXISTENT WITH CONVENTIONAL STRATEGIES. THESE BREAKTHROUGHS ARE HELPING US CREATE PROGRAM THAT MOVES BEYOND ONE-ON-ONE WORK TO WORK WITH GROUPS AND EXPAND OUR REACH.LIVING LIGHTER PROGRAMS HAVE BEEN SUCCESSFUL WORKING WITH GROUPS TO ADDRESS SPECIFIC DAILY EMOTIONAL CHALLENGES THAT ARE NOT WELL SERVED WITH OTHER METHODS, HAVING A BAD DAY, STRESSFUL INTERACTIONS, AND DIFFICULTY WITH RELATIONSHIPS. THESE PROGRAMS COMBINE TRADITIONAL WORKOUT METHODS WITH UNIQUE UTUE METHODS TO CREATE A TWO FOR ONE EXPERIENCE. LIVING LIGHTER IS PART OF ONGOING WATER AEROBICS PROGRAMS. WE HAVE IMPLEMENTED A CLOUD BASED SERVICE LINKED TO A SALESFORCE CRM (CUSTOMER RELATIONSHIP MANAGEMENT) DATABASE AS A PROTOTYPE IN 2013 AND 2014 WE HAVE BEGUN IMPLEMENTATION FOR INCREASED REACH AND CUSTOMER BASE. THESE TOOLS ALLOW US TO KEEP RECORDS OF PROPRIETARY INFORMATION THAT WE COLLECT AND ALLOWS US TO CREATE PROGRAMS THAT OFFER UNIQUENESS WHILE AT THE SAME TIME ARE SCALABLE. IN ADDITION, THESE CLOUD BASED TOOLS ALLOW US TO WORK WITH ORGANIZATIONS AND BUSINESSES BY TRACKING INFORMATION THAT IS PROPRIETARY TO UTUE.
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03103
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05245
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08348
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-75
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03103
IRS990ScheduleD/TotalLiabilityAmt02577
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PATRICIA ROHN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MARRIED TO OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt021667
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYEE OF ORGANIZATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR IS MARRIED TO BOARD MEMBER - BOTH INDIVIDUALS PROVIDE SERVICE TO THE ORGANIZATION AND RECEIVE COMPENSATION FROM THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN WAS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DISTRIBUTES ITS CERTIFICATION AND DISCLOSURE FORM AS NEEDED TO ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ENSURE ANY CONFLICTS ARE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL APPLICABLE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt034720
IRS990/TotalAssetsEOYAmt027911
IRS990/TotalAssetsGrp/BOYAmt034720
IRS990/TotalAssetsGrp/EOYAmt027911
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05880
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07742
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117731
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125473
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04613
IRS990/TotalLiabilitiesEOYAmt03504
IRS990/TotalLiabilitiesGrp/BOYAmt04613
IRS990/TotalLiabilitiesGrp/EOYAmt03504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024407
IRS990/TotalOtherCompensationAmt022546
IRS990/TotalProgramServiceExpensesAmt0117731
IRS990/TotalProgramServiceRevenueAmt0117214
IRS990/TotalReportableCompFromOrgAmt038250
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117214
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123094
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027911
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0100
IRS990/TravelGrp/TotalAmt0100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt030107
IRS990/UnrestrictedNetAssetsGrp/EOYAmt024407
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0423 BROADWAY NO 601
IRS990/USAddress/CityNm0MILLBRAE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094030
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.UTUE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON ROHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04154681590
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTUE
ReturnHeader/Filer/BusinessNameControlTxt0UTUE
ReturnHeader/Filer/EIN0203852675
ReturnHeader/Filer/PhoneNum04154681590
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 BROADWAY NO 601
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263939360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOMAN ACCOUNTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 UNION AVENUE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04088662004
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNDA R BOMAN CPA
ReturnHeader/ReturnTs02015-11-16T19:49:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,911
Liabilities
$3,504
Net assets
$24,407
Revenue
$123,094
Expenses
$125,473
Net income
-$2,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.07$0.18$0.52$0.55$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.18$0.08$0.43$0.59$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.16$0.08$0.58$0.67$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.16$0.18$0.89$0.95$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.17$0.24$0.99$0.99$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.24$1.23$1.25$0.02
2014Summary only. Only limited summary data is available for this year.$0.28$0.04$0.24$1.23$1.25$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.05$0.30$1.52$1.81$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.50$0.58$1.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.37$0.14$1.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.30$0.18$1.53