Civic Intelligence

John and Jean Utz Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 27-2683984

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
203 Valley DriveValencia, PA 16059

(412) 486-5000

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$668,071

Up $87,660 (+15%) from 2013

Net Assets

Up

$668,071

Up $87,660 (+15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin97th percentile

Revenue

Down

$104,144

Down $31,779 (-23%) from 2013

Expenses

Up

$18,250

Up $17,807 (+4020%) from 2013

Net Income

Down

$85,894

Down $49,586 (-37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.0M$500K$0Assets 2010: $98,730Liabilities 2010: $0Net Assets 2010: $98,7302010Assets 2011: $385,190Liabilities 2011: $0Net Assets 2011: $385,1902011Assets 2013: $580,411Liabilities 2013: $0Net Assets 2013: $580,4112013Assets 2014: $668,071Liabilities 2014: $0Net Assets 2014: $668,0712014Assets 2015: $633,270Liabilities 2015: $0Net Assets 2015: $633,2702015Assets 2016: $652,875Liabilities 2016: $0Net Assets 2016: $652,8752016Assets 2017: $619,943Liabilities 2017: $0Net Assets 2017: $619,9432017Assets 2018: $648,332Liabilities 2018: $0Net Assets 2018: $648,3322018Assets 2019: $655,645Liabilities 2019: $0Net Assets 2019: $655,6452019Assets 2020: $643,119Liabilities 2020: $0Net Assets 2020: $643,1192020Assets 2021: $694,370Liabilities 2021: $0Net Assets 2021: $694,3702021Assets 2022: $692,990Liabilities 2022: $0Net Assets 2022: $692,9902022Assets 2023: $680,603Liabilities 2023: $0Net Assets 2023: $680,6032023Assets 2024: $849,280Liabilities 2024: $0Net Assets 2024: $849,2802024

Highlighted filing

2014

Assets$668,071
Liabilities$0
Net Assets$668,071
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KExpenses 2010: $1,0442010Expenses 2011: $6,8512011Revenue 2013: $135,923Expenses 2013: $443Net Income 2013: $135,4802013Revenue 2014: $104,144Expenses 2014: $18,250Net Income 2014: $85,8942014Revenue 2015: $18,605Expenses 2015: $21,000Net Income 2015: -$2,3952015Revenue 2016: $14,717Expenses 2016: $23,865Net Income 2016: -$9,1482016Revenue 2017: $21,035Expenses 2017: $19,252Net Income 2017: $1,7832017Revenue 2018: $23,072Expenses 2018: $16,190Net Income 2018: $6,8822018Revenue 2019: $23,146Expenses 2019: $15,834Net Income 2019: $7,3122019Revenue 2020: $10,313Expenses 2020: $22,839Net Income 2020: -$12,5262020Revenue 2021: $75,296Expenses 2021: $24,045Net Income 2021: $51,2512021Revenue 2022: $24,282Expenses 2022: $25,662Net Income 2022: -$1,3802022Revenue 2023: $23,867Expenses 2023: $19,200Net Income 2023: $4,6672023Revenue 2024: $196,777Expenses 2024: $28,100Net Income 2024: $168,6772024

Highlighted filing

2014

Revenue$104,144
Expenses$18,250
Net Income$85,894
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN UTZSecretary-$0--
JEAN UTZPresident-$0--
CONNIE J TOWERSOfficer-$0--
HOWARD R UTZTresurer-$0--
J ROBERT UTZVice President-$0--
Filing and Contact Details

Filer

Filer Name
John and Jean Utz Charitable Foundation Inc
EIN
27-2683984
Address
203 VALLEY DRIVE, Valencia, PA 16059

Signing Officer

Name
Jean Utz
Title
President
Phone
4124865000
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Adjusting Entries
Address
1352 Pittsburgh Road, Valencia, PA 16059
Preparer
Margaret T Sweeney Hill
Phone
7248982370
Raw XML Appendix332 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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Donations to non profits
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HOSANNA INDUSTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LIGHTHOUSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FIRST PRESBYTERIAN CHURCH OF B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PINE RICHLAND YOUTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4S BUTLER CO COMM MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE AMERICAN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0109 RINARD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PITTSBURGH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35554 COMMUNITY CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41091 PITTSBURGH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5270 S BRYN MAWR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Valencia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bakerstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Gibsonia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Valencia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Bryn Mawr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd116059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd416059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017950
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/ExcessDistributionCyovYr1Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028100
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN UTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0203 VALLEY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Valencia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd016059
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt089370
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt089370
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03356 Shares of Consolidated Communications DGS Inc Com Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Taxes paid
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02266
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in fund value
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN UTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04124865000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND JEAN UTZ CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0272683984
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0Valencia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016059
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204210722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adjusting Entries
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01352 Pittsburgh Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016059
ReturnHeader/PreparerPersonGrp/PhoneNum07248982370
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret T Sweeney Hill
ReturnHeader/ReturnTs02015-07-16T07:16:14-04:00
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
$668,071
Liabilities
$0
Net assets
$668,071
Revenue
$104,144
Expenses
$18,250
Net income
$85,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.97$0.28$1.69
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.24$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.24$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.75$0.24$0.51
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.10$0.23$0.13
2019Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.23$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.23$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.21$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.15$0.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.19$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$1.04$0.18$0.86
2013Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$1.36$0.00$1.35
2011Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.01