Civic Intelligence

The Freda Utley Foundation

990PF • Fiscal year 2020 • EIN 52-2252964

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

C/O WILLIAM B UTLEY 3030 K ST NW RoWashington, DC 20007

(202) 298-5514

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

622%

Higher net margin than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

17th percentile

-6.6%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Down

$797,324

Down $55,987 (-6.6%) from 2019

Net Assets

Down

$797,324

Down $55,987 (-6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$4,653

Down $95,638 (-105%) from 2019

Expenses

Down

$24,296

Down $10,569 (-30%) from 2019

Net Income

Down

-$28,949

Down $85,069 (-152%) from 2019

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

2020

Assets$797,324
Liabilities$0
Net Assets$797,324

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

2020

Revenue-$4,653
Expenses$24,296
Net Income-$28,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B UTLEYDirector/President-$0--
Filing and Contact Details

Filer

Filer Name
The Freda Utley Foundation
EIN
52-2252964
Phone
2022985514
Address
C/O WILLIAM B UTLEY 3030 K ST NW Ro, WASHINGTON, DC 20007

Signing Officer

Name
William B Utley
Title
President
Signed
2021-11-14
Discuss with paid preparer
No

Preparer

Firm
Rathell & Bardwell Cpas
Address
305 EAST DOVER ST, EASTON, MD 21601-3503
Preparer
Charles R Rathell Iii CPA
Phone
3015306956
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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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03030 K ST NW SUITE 302
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FREDA UTLEY FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022985514
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FREDAUTLEY.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE 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/SummaryOfDirectChrtblActyGrp/Description2Txt0PROMOTING AND DISSEMINATING THE WORKS AND MEMORY OF FREDA UTLEY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0PROVIDING SUPPORT TO OTHER ORGANIZATIONS WHICH UTILIZE THE PRINCIPLES ADVANCED BY AND THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0CREATION AND MAINTENANCE OF A WEB SITE PERTAINING TO THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0750
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0750
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt015750
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0750
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM B UTLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION AND RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATLAS NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04075 WILSON BOULEVARD SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt018000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08682
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029852
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WINDSOR ASSOCIATES IV LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03030 K STREET NW SUITE 302
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020007
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01200
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11639
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt21424
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BOOKCASES
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1COMPUTER
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01200
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11639
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt21424
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027038
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO CURRENT YEAR FAIR MARKET VALUE OF SECURITIES SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0557
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1557
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02485
TaxesSchedule/TaxesDetail/Amt02485
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM B UTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FREDA UTLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0522252964
ReturnHeader/Filer/PhoneNum02022985514
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WILLIAM B UTLEY 3030 K ST NW Ro
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RATHELL & BARDWELL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 EAST DOVER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EASTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0216013503
ReturnHeader/PreparerPersonGrp/PhoneNum03015306956
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES R RATHELL III CPA
ReturnHeader/ReturnTs02021-11-14T02:35:42-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UTLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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