Civic Intelligence

The Freda Utley Foundation

990PF • Fiscal year 2011 • EIN 52-2252964

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

C/O Jon B Utley 910 17th Street NWNo 42220006-2601
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

85th percentile

$1,000

Higher top officer pay than 85% of similar nonprofits.

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

Asset Growth

80th percentile

26%

Faster asset growth than 80% 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.

Assets

Up

$336,980

Up $69,972 (+26%) from 2010

Net Assets

Up

$336,980

Up $70,709 (+27%) from 2010

Liabilities

Down

$0

Down $737 (-100%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$36,967

Up $7,008 (+23%) from 2010

Net Income

-

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.

$1.0M$500K$0Assets 2010: $267,008Liabilities 2010: $737Net Assets 2010: $266,2712010Assets 2011: $336,980Liabilities 2011: $0Net Assets 2011: $336,9802011Assets 2012: $396,429Liabilities 2012: $0Net Assets 2012: $396,4292012Assets 2013: $440,969Liabilities 2013: $0Net Assets 2013: $440,9692013Assets 2014: $490,850Liabilities 2014: $0Net Assets 2014: $490,8502014Assets 2015: $485,023Liabilities 2015: $0Net Assets 2015: $485,0232015Assets 2017: $679,262Liabilities 2017: $0Net Assets 2017: $679,2622017Assets 2018: $814,685Liabilities 2018: $1,687Net Assets 2018: $812,9982018Assets 2019: $853,311Liabilities 2019: $0Net Assets 2019: $853,3112019Assets 2020: $797,324Liabilities 2020: $0Net Assets 2020: $797,3242020Assets 2021: $618,035Liabilities 2021: $0Net Assets 2021: $618,0352021Assets 2022: $587,104Liabilities 2022: $0Net Assets 2022: $587,1042022Assets 2023: $570,869Liabilities 2023: $0Net Assets 2023: $570,8692023Assets 2024: $570,763Liabilities 2024: $0Net Assets 2024: $570,7632024

Highlighted filing

2011

Assets$336,980
Liabilities$0
Net Assets$336,980

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $29,9592010Expenses 2011: $36,9672011Expenses 2012: $22,6122012Revenue 2013: $71,678Expenses 2013: $25,861Net Income 2013: $45,8172013Revenue 2014: $84,340Expenses 2014: $36,654Net Income 2014: $47,6862014Revenue 2015: $38,574Expenses 2015: $45,712Net Income 2015: -$7,1382015Revenue 2017: $164,326Expenses 2017: $50,221Net Income 2017: $114,1052017Revenue 2018: $198,946Expenses 2018: $38,624Net Income 2018: $160,3222018Revenue 2019: $90,985Expenses 2019: $34,865Net Income 2019: $56,1202019Revenue 2020: -$4,653Expenses 2020: $24,296Net Income 2020: -$28,9492020Revenue 2021: -$119,255Expenses 2021: $47,672Net Income 2021: -$166,9272021Revenue 2022: $17,975Expenses 2022: $48,906Net Income 2022: -$30,9312022Revenue 2023: $14,180Expenses 2023: $30,415Net Income 2023: -$16,2352023Revenue 2024: $30,334Expenses 2024: $30,440Net Income 2024: -$1062024

Highlighted filing

2011

Revenue-
Expenses$36,967
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON B UTLEYDirector/President-$1,000-$1,000
WILLIAM B UTLEYDirector/Secretary/Treas.-$1,000-$1,000
LEONARD LIGGIODirector-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantATLAS ECONOMIC RESEARCH FOUNDATIONEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUARLINGTON, VA, US$10,000
Paid GrantMINARET OF FREEDOM INSTITUTEEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUBETHESDA, MD, US$2,000
Paid GrantPHILANTROPHY ROUNDTABLEEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUWASHINGTON, DC, US$500
Filing and Contact Details

Filer

EIN
52-2252964
Raw XML AppendixShowing 400 of 501 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/PersonName0JON B UTLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM B UTLEY
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10THE PROMOTION AND ADVANCEMENT OF THE PRINCIPLES OF PEACE, FREEDOM, JUSTICE AND FREE MARKET ECONOMICS IN MEMORY OF THE LIFE AND WORK OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description20PROMOTING AND DISSEMINATING THE WORKS AND MEMORY OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description30PROVIDING SUPPORT TO OTHER ORGANIZATIONS WHICH UTILIZE THE PRINCIPLES ADVANCED BY AND THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description40CREATION AND MAINTENANCE OF A WEB SITE PERTAINING TO THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Expenses102789
IRS990PF/SummaryOfDirectCharitableActy/Expenses203289
IRS990PF/SummaryOfDirectCharitableActy/Expenses3015788
IRS990PF/SummaryOfDirectCharitableActy/Expenses403705
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Amount200
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Description20N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/ContributingManager1WILLIAM B UTLEY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ATLAS ECONOMIC RESEARCH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MINARET OF FREEDOM INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PHILANTROPHY ROUNDTABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0IRC SEC 509(A)(2) PU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1IRC SEC 509(A)(2) PU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2IRC SEC 509(A)(2) PU
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114323 ROSEDALE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121150 17TH STREET NW 503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ARLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BETHESDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220036
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus077848
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover067275
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions050000
IRS990ScheduleB/ContributorInfo/AggregateContributions150000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103030 K STREET NW SUITE 302
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine113030 K STREET NW SUITE 302
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WASHINGTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1WASHINGTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0DC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1DC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode020007
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode120007
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10WINDSOR ASSOCIATES IV LP
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JON B AND ANA MARIA UTLEY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LandEtcSchedule2/LandEtc/AccumulatedDepreciation01197
LandEtcSchedule2/LandEtc/AccumulatedDepreciation1683
LandEtcSchedule2/LandEtc/BookValue03
LandEtcSchedule2/LandEtc/BookValue1956
LandEtcSchedule2/LandEtc/CategoryOrItem0BOOKCASES
LandEtcSchedule2/LandEtc/CategoryOrItem1COMPUTER
LandEtcSchedule2/LandEtc/CostOrOtherBasis01200
LandEtcSchedule2/LandEtc/CostOrOtherBasis11639
LegalFeesSchedule/LegalFees/AdjustedNetIncome0285
LegalFeesSchedule/LegalFees/Amount0285
LegalFeesSchedule/LegalFees/Category0LEGAL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.30$0.30$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.18$0.49$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.19$0.48$1.67
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.05$0.24$0.29
2019Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.91$0.35$0.56
2018Detailed filing. Detailed filing data is available for this year.$8.15$0.02$8.13$1.99$0.39$1.60
2017Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.64$0.50$1.14
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.39$0.46$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.84$0.37$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.72$0.26$0.46
2012Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.37
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.30