Civic Intelligence

Ute City Charitable Trust

990PF • Fiscal year 2013 • EIN 33-0833915

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

3168 Wildflower Summit92024

(858) 794-8440

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-1097%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$4,246,118

Down $777,689 (-15%) from 2012

Net Assets

Down

$4,246,118

Down $777,689 (-15%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$70,866

No earlier filing loaded for comparison.

Expenses

Down

$848,008

Down $36,532 (-4.1%) from 2012

Net Income

-$777,142

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,210,098Liabilities 2010: $0Net Assets 2010: $7,210,0982010Assets 2011: $6,001,369Liabilities 2011: $0Net Assets 2011: $6,001,3692011Assets 2012: $5,023,807Liabilities 2012: $0Net Assets 2012: $5,023,8072012Assets 2013: $4,246,118Liabilities 2013: $0Net Assets 2013: $4,246,1182013Assets 2014: $4,399,212Liabilities 2014: $0Net Assets 2014: $4,399,2122014Assets 2015: $3,359,579Liabilities 2015: $0Net Assets 2015: $3,359,5792015Assets 2016: $2,751,290Liabilities 2016: $0Net Assets 2016: $2,751,2902016Assets 2017: $2,667,524Liabilities 2017: $0Net Assets 2017: $2,667,5242017Assets 2018: $1,880,105Liabilities 2018: $0Net Assets 2018: $1,880,1052018Assets 2019: $2,034,230Liabilities 2019: $0Net Assets 2019: $2,034,2302019Assets 2020: $1,968,089Liabilities 2020: $0Net Assets 2020: $1,968,0892020Assets 2021: $2,097,630Liabilities 2021: $0Net Assets 2021: $2,097,6302021Assets 2022: $2,236,916Liabilities 2022: $0Net Assets 2022: $2,236,9162022

Highlighted filing

2013

Assets$4,246,118
Liabilities$0
Net Assets$4,246,118

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,619,8372010Expenses 2011: $1,261,7252011Expenses 2012: $884,5402012Revenue 2013: $70,866Expenses 2013: $848,008Net Income 2013: -$777,1422013Revenue 2014: $1,007,639Expenses 2014: $854,545Net Income 2014: $153,0942014Revenue 2015: $45,867Expenses 2015: $1,085,500Net Income 2015: -$1,039,6332015Revenue 2016: $35,211Expenses 2016: $643,500Net Income 2016: -$608,2892016Revenue 2017: $987,734Expenses 2017: $1,071,500Net Income 2017: -$83,7662017Revenue 2018: -$13,548Expenses 2018: $773,871Net Income 2018: -$787,4192018Revenue 2019: $1,008,690Expenses 2019: $854,565Net Income 2019: $154,1252019Revenue 2020: $967,087Expenses 2020: $1,033,228Net Income 2020: -$66,1412020Revenue 2021: $1,045,616Expenses 2021: $916,075Net Income 2021: $129,5412021Revenue 2022: $1,037,286Expenses 2022: $898,000Net Income 2022: $139,2862022

Highlighted filing

2013

Revenue$70,866
Expenses$848,008
Net Income-$777,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY B DAVISTrustee-$0--
ELISSA R DAVISTrustee-$0--
DAWN M BERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL DONATIONEXEMPTNEW YORK, NY, US$550,000
Paid Grant-GENERAL DONATIONEXEMPTSAN DIEGO, CA, US$168,000
Paid Grant-GENERAL DONATIONEXEMPTPROVIDENCE, RI, US$100,000
Paid Grant-GENERAL DONATIONEXEMPTSAN DIEGO, CA, US$10,000
Paid Grant-GENERAL DONATIONEXEMPTSAN DIEGO, CA, US$10,000
Paid Grant-GENERAL DONATIONEXEMPTLOS ANGELES, CA, US$5,000
Paid Grant-GENERAL DONATIONNONPROSANTA MONICA, CA, US$5,000
Filing and Contact Details

Filer

EIN
33-0833915
Phone
8587948440

Signing Officer

Name
Dawn M Berson
Title
Trustee
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth L Weiss
Phone
8583629999
Raw XML Appendix353 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SUNRISE EVOLUTION (US) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JANUS GLOBAL RESEARCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JANUS GROWTH & INCOME FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04246665
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY B DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELISSA R DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAWN M BERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10777 UTE 3 ASPEN ALPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11777 UTE 3 ASPEN ALPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine123168 WILDFLOWER SUMMIT
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0921225938
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10KENNETH L WEISS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08583629999
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2168000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NONPRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CLAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE BIG PICTURE COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JEWISH FAMILY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3YMCA YOUTH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MAZON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PACIFIC RIDGE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ECHOES OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10440 PARK AVENUE SOUTH 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1117 GORDON AVE STE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine123715 6TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine134715 VIEWRIDGE AVE STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141980 SOUTH BUNDY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1512750 HIGH BLUFF DRIVE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine161750 14TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode292103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode392123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode490025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode592123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode690404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0848000
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/AppliedToCurrentYearAmt0225300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0225300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0618796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0935967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01615500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01382100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01938805
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01938805
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05175063
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0622700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0618796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0935967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01615500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01382100
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0848000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0622700
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07113868
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06491168
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0547
OtherDecreasesSchedule/OtherDecreasesDetail/Description0TAX EXEMPT LOSS FROM DAVCO
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-4991
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4991
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4991
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN M BERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTE CITY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UTEC
ReturnHeader/Filer/EIN0330833915
ReturnHeader/Filer/PhoneNum08587948440
ReturnHeader/Filer/USAddress/AddressLine103168 WILDFLOWER SUMMIT
ReturnHeader/Filer/USAddress/City0ENCINITAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEISS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105151 SHOREHAM PL STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921225940
ReturnHeader/PreparerPersonGrp/PhoneNum08583629999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L WEISS
ReturnHeader/ReturnTs02014-11-17T08:42:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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