Civic Intelligence

Nelson S & Shirley F Jutzi Foundation

EIN 42-1641969 • Phoenix, AZ

Pub. 78 Eligible
4531 N 16th Streetsuite 103Phoenix, AZ 85016
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

550%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$74,432

Up $4,823 (+6.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$74,432

Up $4,823 (+6.9%) from 2024

Revenue

Up

$24,886

Up $21,056 (+550%) from 2024

Expenses

Up

$20,063

Up $20,024 (+51344%) from 2024

Net Income

Up

$4,823

Up $1,032 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2010: $57,898Liabilities 2010: $65,400Net Assets 2010: -$7,5022010Assets 2011: $57,868Liabilities 2011: $67,100Net Assets 2011: -$9,2322011Assets 2012: $57,872Liabilities 2012: $67,500Net Assets 2012: -$9,6282012Assets 2013: $57,943Liabilities 2013: $57,500Net Assets 2013: $4432013Assets 2014: $51,759Liabilities 2014: $42,500Net Assets 2014: $9,2592014Assets 2015: $49,633Liabilities 2015: $32,500Net Assets 2015: $17,1332015Assets 2016: $49,123Liabilities 2016: $22,500Net Assets 2016: $26,6232016Assets 2017: $48,303Liabilities 2017: $17,500Net Assets 2017: $30,8032017Assets 2018: $50,564Liabilities 2018: $12,500Net Assets 2018: $38,0642018Assets 2019: $53,537Liabilities 2019: $7,500Net Assets 2019: $46,0372019Assets 2020: $55,787Liabilities 2020: $0Net Assets 2020: $55,7872020Assets 2021: $58,359Liabilities 2021: $0Net Assets 2021: $58,3592021Assets 2022: $62,450Liabilities 2022: $0Net Assets 2022: $62,4502022Assets 2023: $65,818Liabilities 2023: $0Net Assets 2023: $65,8182023Assets 2024: $69,609Liabilities 2024: $0Net Assets 2024: $69,6092024Assets 2025: $74,432Liabilities 2025: $0Net Assets 2025: $74,4322025

Highlighted filing

2025

Assets$74,432
Liabilities$0
Net Assets$74,432

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2010: $1,1902010Expenses 2011: $1,7302011Expenses 2012: $2,3962012Revenue 2013: $12,300Expenses 2013: $2,229Net Income 2013: $10,0712013Revenue 2014: $10,950Expenses 2014: $2,134Net Income 2014: $8,8162014Revenue 2015: $12,017Expenses 2015: $4,143Net Income 2015: $7,8742015Revenue 2016: $11,782Expenses 2016: $2,292Net Income 2016: $9,4902016Revenue 2017: $6,986Expenses 2017: $2,806Net Income 2017: $4,1802017Revenue 2018: $7,463Expenses 2018: $202Net Income 2018: $7,2612018Revenue 2019: $11,522Expenses 2019: $3,549Net Income 2019: $7,9732019Revenue 2020: $12,880Expenses 2020: $3,130Net Income 2020: $9,7502020Revenue 2021: $13,015Expenses 2021: $10,443Net Income 2021: $2,5722021Revenue 2022: $14,120Expenses 2022: $10,029Net Income 2022: $4,0912022Revenue 2023: $43,421Expenses 2023: $40,053Net Income 2023: $3,3682023Revenue 2024: $3,830Expenses 2024: $39Net Income 2024: $3,7912024Revenue 2025: $24,886Expenses 2025: $20,063Net Income 2025: $4,8232025

Highlighted filing

2025

Revenue$24,886
Expenses$20,063
Net Income$4,823

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$24.9$20.1$4.82
2024Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$3.83$0.04$3.79
2023Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$43.4$40.1$3.37
2022Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$14.1$10.0$4.09
2021Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$13.0$10.4$2.57
2020Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$12.9$3.13$9.75
2019Detailed filing. Detailed filing data is available for this year.$53.5$7.50$46.0$11.5$3.55$7.97
2018Detailed filing. Detailed filing data is available for this year.$50.6$12.5$38.1$7.46$0.20$7.26
2017Detailed filing. Detailed filing data is available for this year.$48.3$17.5$30.8$6.99$2.81$4.18
2016Detailed filing. Detailed filing data is available for this year.$49.1$22.5$26.6$11.8$2.29$9.49
2015Detailed filing. Detailed filing data is available for this year.$49.6$32.5$17.1$12.0$4.14$7.87
2014Detailed filing. Detailed filing data is available for this year.$51.8$42.5$9.26$11.0$2.13$8.82
2013Detailed filing. Detailed filing data is available for this year.$57.9$57.5$0.44$12.3$2.23$10.1
2012Detailed filing. Detailed filing data is available for this year.$57.9$67.5$9.63$2.40
2011Detailed filing. Detailed filing data is available for this year.$57.9$67.1$9.23$1.73
2010Detailed filing. Detailed filing data is available for this year.$57.9$65.4$7.50$1.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J JUTZIPres/Sec-$0--
KRISTINE A ROMINEVice Pres-$0--
PAUL N JUTZIVice-Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARIZONA STATE UNIVERSITY FOUNDATIONEDUCATION SCHOLARSHIP-TEMPE, AZ, US$20,000
Filing and Contact Details

Filer

Filer Name
Nelson S & Shirley F Jutzi
EIN
42-1641969
Phone
6022639000
Address
4531 N 16TH STREETSUITE 103, PHOENIX, AZ 85016

Signing Officer

Name
Richard J Jutzi
Title
Pres/sec
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Stephens & Associates Pllc
Address
4531 N 16TH ST STE 103, PHOENIX, AZ 85016-5344
Preparer
Richard J Jutzi
Phone
6022639000
Raw XML Appendix258 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/RecipientUSAddress/AddressLine1Txt0PO BOX 872706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0852872706
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt08144
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048645
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02617
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011856
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048645
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/Amt122
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHOLDING
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J JUTZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/SEC
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELSON S & SHIRLEY F JUTZI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0421641969
ReturnHeader/Filer/PhoneNum06022639000
ReturnHeader/Filer/USAddress/AddressLine1Txt04531 N 16TH STREETSUITE 103
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933476066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN STEPHENS & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04531 N 16TH ST STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850165344
ReturnHeader/PreparerPersonGrp/PhoneNum06022639000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J JUTZI
ReturnHeader/ReturnTs02026-02-16T18:41:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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