Civic Intelligence

Utay Family Foundation

EIN 46-4156036 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

67th percentile

0.12x

Higher debt load relative to assets than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.33x

Higher debt load relative to revenue than 79% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$4,210,081

Up $1,448,965 (+52%) from 2023

Liabilities

Flat

$500,000

Flat from 2023

Net Assets

Up

$3,710,081

Up $1,448,965 (+64%) from 2023

Revenue

Up

$1,503,303

Up $1,632,822 (+1261%) from 2023

Expenses

Down

$54,338

Down $189,278 (-78%) from 2023

Net Income

Up

$1,448,965

Up $1,822,100 (+488%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $10,000Liabilities 2013: $02013Assets 2014: $1,325,033Liabilities 2014: $1Net Assets 2014: $1,325,0332014Assets 2015: $1,221,926Liabilities 2015: $1Net Assets 2015: $1,221,9262015Assets 2016: $3,034,627Liabilities 2016: $0Net Assets 2016: $3,034,6272016Assets 2017: $4,695,000Liabilities 2017: $0Net Assets 2017: $4,695,0002017Assets 2018: $4,541,742Liabilities 2018: $0Net Assets 2018: $4,541,7422018Assets 2019: $3,562,353Liabilities 2019: $02019Assets 2020: $3,824,924Liabilities 2020: $500,000Net Assets 2020: $3,324,9242020Assets 2021: $2,932,783Liabilities 2021: $500,000Net Assets 2021: $2,432,7832021Assets 2022: $3,134,251Liabilities 2022: $500,000Net Assets 2022: $2,634,2512022Assets 2023: $2,761,116Liabilities 2023: $500,000Net Assets 2023: $2,261,1162023Assets 2024: $4,210,081Liabilities 2024: $500,000Net Assets 2024: $3,710,0812024

Highlighted filing

2024

Assets$4,210,081
Liabilities$500,000
Net Assets$3,710,081

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $10,000Expenses 2013: $0Net Income 2013: $10,0002013Revenue 2014: $1,343,759Expenses 2014: $28,726Net Income 2014: $1,315,0332014Revenue 2015: $1,939Expenses 2015: $105,046Net Income 2015: -$103,1072015Revenue 2016: $2,005,186Expenses 2016: $192,485Net Income 2016: $1,812,7012016Revenue 2017: $2,483,540Expenses 2017: $823,167Net Income 2017: $1,660,3732017Revenue 2018: $2,003Expenses 2018: $155,261Net Income 2018: -$153,2582018Revenue 2019: $238,025Expenses 2019: $1,117,834Net Income 2019: -$879,8092019Revenue 2020: $75,471Expenses 2020: $312,900Net Income 2020: -$237,4292020Revenue 2021: -$30,044Expenses 2021: $862,097Net Income 2021: -$892,1412021Revenue 2022: $229,216Expenses 2022: $27,748Net Income 2022: $201,4682022Revenue 2023: -$129,519Expenses 2023: $243,616Net Income 2023: -$373,1352023Revenue 2024: $1,503,303Expenses 2024: $54,338Net Income 2024: $1,448,9652024

Highlighted filing

2024

Revenue$1,503,303
Expenses$54,338
Net Income$1,448,965

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander UtayDirector-$0--
Eric UtayDirector-$0--
Marc A UtayPres, Dir, Sec, Treas-$0--
Mindy UtayVP, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAMI MONTANAMental Health for Health Class ProjectPCHELENA, MT, US$10,000
Paid GrantCOMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON IGeneral & UnrestrictedPCBOSTON, MA, US$2,500
Paid GrantDANA FARBER CANCER INSTITUTE INCGeneral & UnrestrictedPCBOSTON, MA, US$2,500
Paid GrantEQUAL JUSTICE INITIATIVEGeneral & UnrestrictedPCMONTGOMERY, AL, US$2,500
Paid GrantHIAS INCGeneral & UnrestrictedPCWASHINGTON, DC, US$2,500
Paid GrantWORLD CENTRAL KITCHEN INCORPORATEDGeneral & UnrestrictedPCWASHINGTON, DC, US$2,500
Paid GrantYEAR UP INCGeneral & UnrestrictedPCBOSTON, MA, US$1,500
Filing and Contact Details

Filer

Filer Name
Utay Family Foundation
EIN
46-4156036
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Marc Utay
Title
President
Phone
8008391754
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix343 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/PersonNm0Alexander Utay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Eric Utay
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HIAS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NAMI MONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WORLD CENTRAL KITCHEN INCORPORATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6YEAR UP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 HIGH ST FL 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 849168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2122 COMMERCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 97077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41331 HELENA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 96538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 412812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602241
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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/AppliedToCurrentYearAmt040044
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0153182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0748851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0227232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0965183
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0887356
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01129265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0153182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0748851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0227232
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040044
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02016621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02094448
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Utay Marc A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0527 Madison Avenue 10th Floor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02024500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02009500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0IMAX CORPORATION IMAX, 100000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-08-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt0500000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH - $500,000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0MARC A UTAY
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02027-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0500000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0TO COVER FOUNDATION'S CASH NEEDS FOR GRANT MAKING
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02020-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0PRINCIPAL ON MATURITY
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt016019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt07200
TaxesSchedule/TaxesDetail/Amt17094
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC UTAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Utay Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UTAY
ReturnHeader/Filer/EIN0464156036
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-05-23T08:21:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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