Nonprofit · EIN 52-2392335
UTOPIA FOUNDATION INC
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,626,500 | $1,508,577 | $117,923 | $1,534,347 | $643,245 | $891,102 |
| December 31, 2023 | 990 | $1,268,736 | $1,297,509 | -$28,773 | $1,533,374 | $726,230 | $807,144 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $922,674
- Program service revenue
- $703,491
- Investment income
- $335
- Net gain from sales of assets
- -$7,730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $616,182
- Other salaries and wages
- $325,307
- Salaries, compensation and benefits (total)
- $358,277
- Professional fundraising fees
- $0
- Legal fees
- $875
- Accounting fees
- $31,720
- Occupancy
- $82,271
- Travel
- $5,677
- Depreciation
- $91,749
- Program services (functional)
- $1,349,922
- Management and general (functional)
- $153,341
- Fundraising (functional)
- $5,314
Balance sheet and other
- Total assets, start of year
- $1,533,374
- Total assets, end of year
- $1,534,347
- Total liabilities, end of year
- $643,245
- Net assets, end of year
- $891,102
- Land, buildings and equipment
- $256,061
- Net assets without donor restrictions
- $506,331
- Net assets with donor restrictions
- $384,771
- Gross unrelated business income
- $703,383
- Gross receipts
- $1,981,663
- Employees
- 39
- Volunteers
- 7
- Year formed
- 2008
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SARA HARDING | TREASURER Trustee or director, Officer | 2 | $0 | $26,000 |
| PAUL SUTHERLAND | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ALISON ARNOLD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA NEW | MEMBER Trustee or director | 2 | $0 | $0 |
| KARLA CORDERO | MEMBER Trustee or director | 2 | $0 | $0 |
| NOMVULA BUTHELEZI | MEMBER Trustee or director | 2 | $0 | $0 |
| AKASHA SUTHERLAND | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SARA HARDING | TREASURER Trustee or director, Officer | 2 | $0 | $27,500 |
| PAUL SUTHERLAND | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ALISON ARNOLD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA NEW | MEMBER Trustee or director | 2 | $0 | $0 |
| KARLA CORDERO | MEMBER Trustee or director | 2 | $0 | $0 |
| NOMVULA BUTHELEZI | MEMBER Trustee or director | 2 | $0 | $0 |
| AKASHA SUTHERLAND | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12935 S W BAY SHORE DR STE 390, TRAVERSE CITY, MI 49684-6298
- In care of
- % LISA ROBITSHEK
- Principal officer (990 for 2024)
- SARA HARDING, 123 WEST FRONT STREET SUITE 2B, TRAVERSE CITY, MI 49684
- Signed the 990
- SARA HARDING, TREASURER
- Phone
- (231) 929-4500
- Website
- UTOPIAFOUND.ORG
- Return prepared by
- ANDREWS HOOPER PAVLIK PLC
Mission
TO HELP CREATE A WORLD WHERE COMMUNITIES THRIVE AND EVERY PERSON GOES TO BED FEELING NOURISHED, LOVED, HAPPY AND HOPEFUL ABOUT TOMORROW.
Program accomplishments
- PROVIDE ASSISTANCE FOR LIVELIHOOD/ECONOMIC DEVELOPMENT AND SOCIETY ACTIVITIES THROUGH BUSINESS DEVELOPMENT PROGRAMS ADDRESSING THE NEEDS OF LOW INCOME FAMILIES IN NORTHWEST MICHIGAN AND DEVELOPING NATIONS. THE FOUNDATION PROVIDED 24 GRANTS TO VARIOUS ORGANIZATIONS.Expenses $844,302 · grants $616,182
- PROVIDE ASSISTANCE FOR LIVELIHOOD AND SOCIETY ACTIVITIES THROUGH HEALTH PROGRAMS TO DEVELOP HEALTHY AND ETHICAL WAYS OF LIFE.Expenses $505,620
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2392335
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S50)
- Assets (IRS master file)
- $1,534,347
- Income (IRS master file)
- $1,981,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,626,500 | $1,508,577 | $1,534,347 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,268,736 | $1,297,509 | $1,533,374 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,492,459 | $1,636,359 | $1,595,893 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2392335).
Questions about UTOPIA FOUNDATION INC
- What is the EIN of UTOPIA FOUNDATION INC?
- The employer identification number (EIN) of UTOPIA FOUNDATION INC is 52-2392335.
- Is UTOPIA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to UTOPIA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UTOPIA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UTOPIA FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTOPIA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UTOPIA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names SARA HARDING.
- Who are the officers and directors of UTOPIA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does UTOPIA FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,626,500, expenses of $1,508,577 and total assets of $1,534,347 at year end.
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All nonprofits in TRAVERSE CITY · Michigan · Community improvement and capacity building