Civic Intelligence

John and Jean Utz Charitable Foundation Inc.

990PF • Fiscal year 2011 • EIN 27-2683984

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
203 Valley Drive16059
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

97th percentile

290%

Faster asset growth than 97% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$385,190

Up $286,460 (+290%) from 2010

Net Assets

Up

$385,190

Up $286,460 (+290%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$6,851

Up $5,807 (+556%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2011

Assets$385,190
Liabilities$0
Net Assets$385,190
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$6,851
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN UTZPresident-$0--
CONNIE J TOWERSOfficer-$0--
HOWARD R UTZTresurer-$0--
J ROBERT UTZVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATION-Valencia, PA, US$2,000
Paid Grant-DONATIONS-Rochester, PA, US$2,000
Paid Grant-DONATION-Gibsonia, PA, US$1,000
Paid Grant-DONATION-Bakerstown, PA, US$1,000
Paid Grant-DONATION-Wexford, PA, US$500
Filing and Contact Details

Filer

EIN
27-2683984
Raw XML Appendix271 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEAN UTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CONNIE J TOWERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HOWARD R UTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3J ROBERT UTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1OFFICER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRESURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10203 VALLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111061 CHAPEL FORGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12218 STOUP ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13230 STOUP ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Valencia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Lancaster
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IRS990PF/PrivateOperatingFoundations/DateOfRuling02010-04-23
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
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IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear06500
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN UTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04124865000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10203 VALLEY DRIVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3DONATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0WOODLANDS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1PINE RICHLAND YOUTH CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2LIGHTHOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HOSANNA INDUSTRIES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4FIRST PRESBYTERIAN CHURCH OF B
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115554 COMMUNTIY CENTER DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PITTSBURGH ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13109 RINARD LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 127
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OtherIncreasesSchedule/OtherIncreases/Amount010194
OtherIncreasesSchedule/OtherIncreases/Amount1100000
OtherIncreasesSchedule/OtherIncreases/Description0Loss in fund value
OtherIncreasesSchedule/OtherIncreases/Description1investments purchased
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0272683984
ReturnHeader/Filer/Name/BusinessNameLine10JOHN AND JEAN UTZ CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/USAddress/AddressLine10203 VALLEY DRIVE
ReturnHeader/Filer/USAddress/City0Valencia
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode016059
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0JOHN UTZ
ReturnHeader/Officer/Phone04124865000
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-08-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Adjusting Entries
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101352 Pittsburgh Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Valencia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode016059
ReturnHeader/Preparer/Name0Vonda McEhinny
ReturnHeader/Preparer/Phone07248982370
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-16T08:56:03-04:00

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$385,190
Liabilities
$0
Net assets
$385,190
Revenue
-
Expenses
$6,851
Net income
-
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