UTOPIA FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UTOPIA FOUNDATION INC (EIN 52-2392335)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-22
- IRS object ID
- 201231749349200513
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-22T12:59:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS GROUP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 S GARFIELD AVE | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49686 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522392335 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTOPIA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTOP | NameControl |
| Phone | 2319294500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 CASS STREET | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 496842601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD HARRIS | Name |
| Title | TREASURER | Title |
| Phone | 2319294500 | Phone |
| Date Signed | 2012-06-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD G HARRIS CPA | Name |
| Phone | 2319468930 | Phone |
| Date Prepared | 2012-06-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.UTOPIAFOUND.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 179804 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 141009 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 38795 | ProgramServiceRevenue |
| Total Revenue | 179804 | TotalRevenue |
| Grants And Similar Amounts Paid | 179864 | GrantsAndSimilarAmountsPaid |
| Printing Publications Postage | 1444 | PrintingPublicationsPostage |
| Other Expenses Total | 84546 | OtherExpensesTotal |
| Total Expenses | 265854 | TotalExpenses |
| Excess Or Deficit For Year | -86050 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 97189 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 600 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 11739 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049 | BOY |
| EOY | 2999 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96140 | BOY |
| EOY | 8740 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97189 | BOY |
| EOY | 11739 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97189 | BOY |
| EOY | 11739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | RECEIVE AND ADMINISTER FUNDS FOR HELPING PEOPLE EXPRESS THEIR GOOD INTENTIONS THROUGH PROJECTS THAT HAVE A DEEP, SUSTAINABLE, LONG-TERM IMPACT DESIGNED TO HELP THOSE MOST IN NEED. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDE ASSISTANCE FOR LIVELIHOOD/ECONOMIC DEVELOPMENT AND SOCIETY ACTIVITIES THROUGH MICROLENDING AND BUSINESS DEVELOPEMENT PROGRAMS ADDRESSING THE NEEDS OF LOW INCOME FAMILIES IN NORTHWEST MICHIGAN AND DEVELOPING NATIONS. IT IS ESTIMATED THAT OVER 200 PEOPLE WERE BENEFITED IN 2011. | DescriptionProgramServiceAccom |
| Grants And Allocations | 179864 | GrantsAndAllocations |
| Includes Foreign Grants | X | IncludesForeignGrants |
| Program Service Expenses | 215548 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 215548 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PAUL SUTHERLAND | ||||||
| 111 CASS ST | TRAVERSE CITY | MI | 49684 | CHAIRPERSON | 3.00 | 0 |
| RONALD G HARRIS CPA | ||||||
| 731 S GARFIELD AVE | TRAVERSE CITY | MI | 49686 | TREASURER | 5.00 | 0 |
| DOROTHY SIRRINE | ||||||
| 10555 S TIMBERLEE DR | TRAVERSE CITY | MI | 49686 | SECRETARY | 2.00 | 0 |
| MARILYN FITZGERALD | ||||||
| 801 S GARFIELD AVE 136 | TRAVERSE CITY | MI | 49686 | DIRECTOR | 2.00 | 0 |
| ALISON ARNOLD | ||||||
| 2201 BIRCHWOOD COURT | TRAVERSE CITY | MI | 49686 | DIRECTOR | 2.00 | 0 |
| JESSICA POCIASK | ||||||
| 976 TRANQUIL POINT | TRAVERSE CITY | MI | 49686 | DIRECTOR | 2.00 | 0 |
| GEVAS MOYO | ||||||
| 4585 ROKOS COURT | TRAVERSE CITY | MI | 49686 | DIRECTOR | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD HARRIS | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 S GARFIELD AVE | AddressLine1 |
| City | TRAVERSE CITY | City |
| State | MI | State |
| ZIP Code | 49686 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2319468930 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 105426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141009 | CurrentTaxYear |
| Total | 547688 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 105426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 69427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141009 | CurrentTaxYear |
| Total | 547688 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 547688 | PublicSupportTotal170 |
| Total Support | 547688 | TotalSupport |
| Gross Receipts From Admissions Etc | 38795 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 1.00000 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS | FORM 990-EZ, PART I, LINE 10 | DOUBLE UP FOOD BUCKS 38,257 0 0 PEACE RANCH 32,316 0 0 SAFE WATER TEAM 31,531 0 0 TART TRAILS INC 56,031 0 0 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | TEDX EVENT 3,418 SPEAKER FEES 4,216 FOOD AND BEVERAGES 13,149 TICKETING 1,981 MARKETING 3,010 PUBLIC RELATIONS 1,254 WEB SITE MAINT 263 EXPENSES 275 CONTRACT SERVICES 7,200 LEGAL 50 WEBSITE MAINTANENCE 11,182 PAYPAL AND BANK FEES 387 LOSS ON DISPOSAL OF STOCK 38,161 TOTAL 84,546 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | RESERVE FOR MICRO LOANS 600 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | OTHER LOANS RECEIVABLE 5,140 5,740 INVENTORIES FOR SALE OR USE 91,000 0 PREPAID EXPENSES AND DEFERRED CHARGES 0 3,000 TOTAL 96,140 8,740 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | RECEIVE AND ADMINISTER FUNDS FOR HELPING PEOPLE EXPRESS THEIR GOOD INTENTIONS THROUGH PROJECTS THAT HAVE A DEEP, SUSTAINABLE, LONG-TERM IMPACT DESIGNED TO HELP THOSE MOST IN NEED. |
| FIRST ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 28 | PROVIDE ASSISTANCE FOR LIVELIHOOD/ECONOMIC DEVELOPMENT AND SOCIETY ACTIVITIES THROUGH MICROLENDING AND BUSINESS DEVELOPEMENT PROGRAMS ADDRESSING THE NEEDS OF LOW INCOME FAMILIES IN NORTHWEST MICHIGAN AND DEVELOPING NATIONS. IT IS ESTIMATED THAT OVER 200 PEOPLE WERE BENEFITED IN 2011. |
Compensation Explanation CompensationExplanation
Compensation Compensation (7 entries)
| PAUL SUTHERLAND |
| RONALD G HARRIS CPA |
| DOROTHY SIRRINE |
| MARILYN FITZGERALD |
| ALISON ARNOLD |
| JESSICA POCIASK |
| GEVAS MOYO |
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