Civic Intelligence

Ounsworth-Fitzgerald Foundation %Mark Blaskey Pepper Hamilton LLP

EIN 25-6843345 • Philadelphia, PA

8717 Shawnee StreetPhiladelphia, PA 19118-3709
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4842%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-77%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $1,162 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,162 (-100%) from 2023

Revenue

Down

$24

Down $82 (-77%) from 2023

Expenses

Down

$1,186

Down $1,514 (-56%) from 2023

Net Income

Up

-$1,162

Up $1,432 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $114,862Liabilities 2010: $0Net Assets 2010: $114,8622010Assets 2011: $60,008Liabilities 2011: $0Net Assets 2011: $60,0082011Assets 2012: $49,689Liabilities 2012: $0Net Assets 2012: $49,6892012Assets 2013: $72,671Liabilities 2013: $0Net Assets 2013: $72,6712013Assets 2014: $56,254Liabilities 2014: $0Net Assets 2014: $56,2542014Assets 2015: $49,034Liabilities 2015: $0Net Assets 2015: $49,0342015Assets 2016: $1,069Liabilities 2016: $0Net Assets 2016: $1,0692016Assets 2019: $7,703Liabilities 2019: $0Net Assets 2019: $7,7032019Assets 2020: $16,005Liabilities 2020: $0Net Assets 2020: $16,0052020Assets 2021: $17,957Liabilities 2021: $0Net Assets 2021: $17,9572021Assets 2022: $3,756Liabilities 2022: $0Net Assets 2022: $3,7562022Assets 2023: $1,162Liabilities 2023: $0Net Assets 2023: $1,1622023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $106,3622010Expenses 2011: $216,7152011Expenses 2012: $111,1602012Revenue 2013: $126,431Expenses 2013: $103,449Net Income 2013: $22,9822013Revenue 2014: $180,731Expenses 2014: $197,148Net Income 2014: -$16,4172014Revenue 2015: $184,531Expenses 2015: $191,751Net Income 2015: -$7,2202015Revenue 2016: $51,697Expenses 2016: $99,662Net Income 2016: -$47,9652016Revenue 2019: $8,518Expenses 2019: $44,965Net Income 2019: -$36,4472019Revenue 2020: $41,052Expenses 2020: $36,450Net Income 2020: $4,6022020Revenue 2021: $30,002Expenses 2021: $24,350Net Income 2021: $5,6522021Revenue 2022: $61Expenses 2022: $14,262Net Income 2022: -$14,2012022Revenue 2023: $106Expenses 2023: $2,700Net Income 2023: -$2,5942023Revenue 2024: $24Expenses 2024: $1,186Net Income 2024: -$1,1622024

Highlighted filing

2024

Revenue$24
Expenses$1,186
Net Income-$1,162

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A OUNSWORTHTrustee-$0--
MARY E OUNSWORTHTrustee-$0--
MARGARET OUNSWORTHTrustee-$0--
ALEXANDER OUNSWORTHTrustee-$0--
JAMES MATTHEW OUNSWORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ounsworth-fitzgerald Foundation
EIN
25-6843345
Phone
2153811551
Address
8717 SHAWNEE STREET, PHILADELPHIA, PA 19118-3709

Signing Officer

Name
James a Ounsworth
Title
Trustee
Phone
2153811551
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gms Surgent Advisors LLC
Address
237 W LANCASTER AVENUE SUITE 1000, DEVON, PA 19333
Preparer
Richard Pritz
Phone
6109759122
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessFromYear3Amt023521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035992
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111796
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111853
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0OUNSWORTH-FITZGERALD FOUNDATION HAS CEASED ALL OPERATIONS EFFECFTIVE 12/31/2024. AS OF THIS DATE, THE FOUNDATION HOLDS NO REMAINING ASSETS. THERE ARE NO ASSETS TO DISTRIBUTE UPON TERMINATION. THIS FILING OF FORM 990-PF REPRESENTS THE FINAL RETURN OF THE FOUNDATION. THE FOUNDATOON IS CONSIDERED TERMINATED IN ACCORDANCE WITH IRS REGULATIONS.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A OUNSWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02153811551
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OUNSWORTH-FITZGERALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OUNS
ReturnHeader/Filer/EIN0256843345
ReturnHeader/Filer/PhoneNum02153811551
ReturnHeader/Filer/USAddress/AddressLine1Txt08717 SHAWNEE STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191183709
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931920988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GMS SURGENT ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0237 W LANCASTER AVENUE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019333
ReturnHeader/PreparerPersonGrp/PhoneNum06109759122
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PRITZ
ReturnHeader/ReturnTs02025-05-29T13:58:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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