Civic Intelligence

Albert L Ueltschi Foundation

990PF • Fiscal year 2018 • EIN 55-0838858

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 01, 2019

481 Indian Harbor RdVero Beach, FL 32963

(718) 565-4110

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

1st percentile

-183%

Higher net margin than 1% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

18th percentile

-3.1%

Faster asset growth than 18% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Down

$297,855,153

Down $9,635,619 (-3.1%) from 2017

Net Assets

Down

$297,855,153

Down $9,635,619 (-3.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$5,168,785

Down $184,386,490 (-97%) from 2017

Expenses

Up

$14,647,611

Up $2,765,064 (+23%) from 2017

Net Income

Down

-$9,478,826

Down $187,151,554 (-105%) from 2017

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $4,306,005Liabilities 2010: $0Net Assets 2010: $4,306,0052010Assets 2011: $4,085,271Liabilities 2011: $0Net Assets 2011: $4,085,2712011Assets 2012: $5,402,211Liabilities 2012: $12012Assets 2013: $186,039,921Liabilities 2013: $0Net Assets 2013: $186,039,9212013Assets 2014: $161,344,519Liabilities 2014: $0Net Assets 2014: $161,344,5192014Assets 2015: $140,474,452Liabilities 2015: $0Net Assets 2015: $140,474,4522015Assets 2016: $129,864,451Liabilities 2016: $0Net Assets 2016: $129,864,4512016Assets 2017: $307,490,772Liabilities 2017: $0Net Assets 2017: $307,490,7722017Assets 2018: $297,855,153Liabilities 2018: $0Net Assets 2018: $297,855,1532018Assets 2019: $296,442,941Liabilities 2019: $0Net Assets 2019: $296,442,9412019Assets 2020: $292,729,369Liabilities 2020: $397Net Assets 2020: $292,728,9722020Assets 2021: $287,931,919Liabilities 2021: $0Net Assets 2021: $287,931,9192021Assets 2022: $275,780,930Liabilities 2022: $0Net Assets 2022: $275,780,9302022Assets 2023: $270,719,920Liabilities 2023: $0Net Assets 2023: $270,719,9202023Assets 2024: $267,247,121Liabilities 2024: $0Net Assets 2024: $267,247,1212024

Highlighted filing

2018

Assets$297,855,153
Liabilities$0
Net Assets$297,855,153

Operations Trend

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

$200M$100M$0-$100MExpenses 2010: $3,2752010Expenses 2011: $582,3882011Revenue 2012: $3,097,702Expenses 2012: $2,555,955Net Income 2012: $541,7472012Revenue 2013: $187,640,716Expenses 2013: $7,003,006Net Income 2013: $180,637,7102013Revenue 2014: -$201,562Expenses 2014: $24,522,490Net Income 2014: -$24,724,0522014Revenue 2015: $889,885Expenses 2015: $21,514,061Net Income 2015: -$20,624,1762015Revenue 2016: $681,117Expenses 2016: $11,492,073Net Income 2016: -$10,810,9562016Revenue 2017: $189,555,275Expenses 2017: $11,882,547Net Income 2017: $177,672,7282017Revenue 2018: $5,168,785Expenses 2018: $14,647,611Net Income 2018: -$9,478,8262018Revenue 2019: $7,993,945Expenses 2019: $9,328,499Net Income 2019: -$1,334,5542019Revenue 2020: $4,441,936Expenses 2020: $8,194,346Net Income 2020: -$3,752,4102020Revenue 2021: $1,247,906Expenses 2021: $6,175,823Net Income 2021: -$4,927,9172021Revenue 2022: $1,645,239Expenses 2022: $13,863,123Net Income 2022: -$12,217,8842022Revenue 2023: $11,732,631Expenses 2023: $16,751,134Net Income 2023: -$5,018,5032023Revenue 2024: $13,311,947Expenses 2024: $16,903,529Net Income 2024: -$3,591,5822024

Highlighted filing

2018

Revenue$5,168,785
Expenses$14,647,611
Net Income-$9,478,826
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 1, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T UELTSCHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Albert L Ueltschi Foundation
EIN
55-0838858
Phone
7185654110
Address
481 INDIAN HARBOR RD, VERO BEACH, FL 32963

Signing Officer

Name
James T Ueltschi
Title
Trustee
Phone
7185654110
Signed
2019-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
200 ELM STREET SUITE 200, STAMFORD, CT 06902
Preparer
Fran Zeiss
Phone
2033273112
Raw XML Appendix376 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.076455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.132311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.133515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt052660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0322334325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0265309590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0149933884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0162478277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0183579777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0180685636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014516026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.425633
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014516026
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014516026
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014516026
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RSM US LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 ELM STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STAMFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02033273112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES T UELTSCHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HELP ME SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01560 BROADWAY 46TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014516026
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016011395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01495369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03979958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013392519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013391159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01495369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029268267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03979958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013392519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011895790
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014516026
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029268267
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030763636
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0156793
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR SECURITIES SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1US TRUST MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05176
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt190735
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190735
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt030000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T UELTSCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07185654110
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT L UELTSCHI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0550838858
ReturnHeader/Filer/PhoneNum07185654110
ReturnHeader/Filer/USAddress/AddressLine1Txt0481 INDIAN HARBOR RD
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0386772813BDCA37D2D1CF2379326825554796818
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.130
ReturnHeader/FilingSecurityInformation/IPDt02019-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:33:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 ELM STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006902
ReturnHeader/PreparerPersonGrp/PhoneNum02033273112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRAN ZEISS
ReturnHeader/ReturnTs02019-08-08T07:26:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$267$0.00$267$13.3$16.9$3.59
2023Detailed filing. Detailed filing data is available for this year.$271$0.00$271$11.7$16.8$5.02
2022Detailed filing. Detailed filing data is available for this year.$276$0.00$276$1.65$13.9$12.2
2021Detailed filing. Detailed filing data is available for this year.$288$0.00$288$1.25$6.18$4.93
2020Detailed filing. Detailed filing data is available for this year.$293$0.00$293$4.44$8.19$3.75
2019Detailed filing. Detailed filing data is available for this year.$296$0.00$296$7.99$9.33$1.33
2018Detailed filing. Detailed filing data is available for this year.$298$0.00$298$5.17$14.6$9.48
2017Detailed filing. Detailed filing data is available for this year.$307$0.00$307$190$11.9$178
2016Detailed filing. Detailed filing data is available for this year.$130$0.00$130$0.68$11.5$10.8
2015Detailed filing. Detailed filing data is available for this year.$140$0.00$140$0.89$21.5$20.6
2014Detailed filing. Detailed filing data is available for this year.$161$0.00$161$0.20$24.5$24.7
2013Detailed filing. Detailed filing data is available for this year.$186$0.00$186$188$7.00$181
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$3.10$2.56$0.54
2011Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.58
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.00