Civic Intelligence

Paul E and Mary Grace Utterback Foundation

990PF • Fiscal year 2016 • EIN 43-6786960

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 15, 2017

Organization Profile
5648 Hammock Isles DriveNaples, FL 34119

(618) 463-0562

Siviq Scores

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

Liabilities / Assets

99th percentile

16.76x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

74.40x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2280%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$111

Up $25 (+29%) from 2015

Net Assets

Down

-$1,749

Down $570 (-48%) from 2015

Liabilities

Up

$1,860

Up $595 (+47%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$25

Down $6 (-19%) from 2015

Expenses

Up

$595

Up $50 (+9.2%) from 2015

Net Income

Down

-$570

Down $56 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $123Liabilities 2011: $2752011Assets 2012: $146Liabilities 2012: $2752012Assets 2013: $172Liabilities 2013: $275Net Assets 2013: -$1032013Assets 2014: $106Liabilities 2014: $771Net Assets 2014: -$6652014Assets 2015: $86Liabilities 2015: $1,265Net Assets 2015: -$1,1792015Assets 2016: $111Liabilities 2016: $1,860Net Assets 2016: -$1,7492016Assets 2017: $146Liabilities 2017: $2,555Net Assets 2017: -$2,4092017Assets 2019: $830,729Liabilities 2019: $3,0682019Assets 2020: $833,840Liabilities 2020: $3,075Net Assets 2020: $830,7652020Assets 2021: $929,198Liabilities 2021: $2,837Net Assets 2021: $926,3612021Assets 2022: $1,009,248Liabilities 2022: $2,614Net Assets 2022: $1,006,6342022Assets 2023: $984,394Liabilities 2023: $2,614Net Assets 2023: $981,7802023Assets 2024: $990,232Liabilities 2024: $2,614Net Assets 2024: $987,6182024

Highlighted filing

2016

Assets$111
Liabilities$1,860
Net Assets-$1,749
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100KRevenue 2011: $13Expenses 2011: $0Net Income 2011: $132011Revenue 2012: $23Expenses 2012: $0Net Income 2012: $232012Revenue 2013: $26Expenses 2013: $0Net Income 2013: $262013Revenue 2014: $29Expenses 2014: $591Net Income 2014: -$5622014Revenue 2015: $31Expenses 2015: $545Net Income 2015: -$5142015Revenue 2016: $25Expenses 2016: $595Net Income 2016: -$5702016Revenue 2017: $35Expenses 2017: $695Net Income 2017: -$6602017Revenue 2019: $50,832Expenses 2019: $39,106Net Income 2019: $11,7262019Revenue 2020: $72,237Expenses 2020: $69,133Net Income 2020: $3,1042020Revenue 2021: $180,904Expenses 2021: $85,308Net Income 2021: $95,5962021Revenue 2022: $168,516Expenses 2022: $88,243Net Income 2022: $80,2732022Revenue 2023: $46,530Expenses 2023: $71,384Net Income 2023: -$24,8542023Revenue 2024: $81,768Expenses 2024: $75,930Net Income 2024: $5,8382024

Highlighted filing

2016

Revenue$25
Expenses$595
Net Income-$570
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul E UtterbackTrustee-$0--
Mark P UtterbackTrustee-$0--
David B UtterbackTrustee-$0--
Sara E UtterbackTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul Eand Mary Grace Utterback
EIN
43-6786960
Phone
6184630562
Address
5648 Hammock Isles Drive, Naples, FL 34119

Signing Officer

Name
Paul Utterback
Title
Trustee
Phone
6184630562
Signed
2017-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Harvey Group
Address
801 Laurel Oak Drive Suite 303, Naples, FL 34108-2764
Preparer
Nathan A Phillips CPA
Phone
2395661600
Raw XML Appendix280 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul E Utterback
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mark P Utterback
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David B Utterback
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt070
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt070
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Utterback
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06184630562
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Paul Eand Mary Grace Utterback
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UTTE
ReturnHeader/Filer/EIN0436786960
ReturnHeader/Filer/PhoneNum06184630562
ReturnHeader/Filer/USAddress/AddressLine1Txt05648 Hammock Isles Drive
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A11361A7030F913EE090750F745D4CE9D919262
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF861C5E4A4508E382603771CF0ECDDDCD7C22B1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.118.234.193
ReturnHeader/FilingSecurityInformation/IPDt02017-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:33:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592840381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Phillips Harvey Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Laurel Oak Drive Suite 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341082764
ReturnHeader/PreparerPersonGrp/PhoneNum02395661600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathan A Phillips CPA
ReturnHeader/ReturnTs02017-03-15T09:33:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111
Liabilities
$1,860
Net assets
-$1,749
Revenue
$25
Expenses
$595
Net income
-$570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.17$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.18$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.07$0.00
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00