Civic Intelligence

Fenwick Foundation

990 • Fiscal year 2019 • EIN 27-4879033

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 10, 2020

23 North Fenwick StreetArlington, VA 22201

(703) 740-0077

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$39,524

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$175,924

Up $60,243 (+52%) from 2018

Net Assets

Up

$170,486

Up $62,316 (+58%) from 2018

Liabilities

Down

$5,438

Down $2,073 (-28%) from 2018

Revenue

Up

$317,230

Up $65,247 (+26%) from 2018

Expenses

Up

$254,914

Up $22,358 (+9.6%) from 2018

Net Income

Up

$62,316

Up $42,889 (+221%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $10,451Liabilities 2012: $0Net Assets 2012: $10,4512012Assets 2013: $22,116Liabilities 2013: $0Net Assets 2013: $22,1162013Assets 2014: $14,321Liabilities 2014: $2,177Net Assets 2014: $12,1442014Assets 2015: $26,090Liabilities 2015: $4,265Net Assets 2015: $21,8252015Assets 2016: $48,595Liabilities 2016: $2,429Net Assets 2016: $46,1662016Assets 2017: $117,823Liabilities 2017: $29,081Net Assets 2017: $88,7422017Assets 2018: $115,681Liabilities 2018: $7,511Net Assets 2018: $108,1702018Assets 2019: $175,924Liabilities 2019: $5,438Net Assets 2019: $170,4862019Assets 2020: $204,619Liabilities 2020: $20,613Net Assets 2020: $184,0062020Assets 2021: $327,206Liabilities 2021: $91,630Net Assets 2021: $235,5762021Assets 2023: $422,065Liabilities 2023: $124,175Net Assets 2023: $297,8902023Assets 2024: $355,226Liabilities 2024: $17,948Net Assets 2024: $337,2782024

Highlighted filing

2019

Assets$175,924
Liabilities$5,438
Net Assets$170,486

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $30,076Expenses 2012: $20,090Net Income 2012: $9,9862012Revenue 2013: $67,523Expenses 2013: $55,858Net Income 2013: $11,6652013Revenue 2014: $69,832Expenses 2014: $79,804Net Income 2014: -$9,9722014Revenue 2015: $95,762Expenses 2015: $86,081Net Income 2015: $9,6812015Revenue 2016: $105,366Expenses 2016: $81,025Net Income 2016: $24,3412016Revenue 2017: $182,238Expenses 2017: $139,662Net Income 2017: $42,5762017Revenue 2018: $251,983Expenses 2018: $232,556Net Income 2018: $19,4272018Revenue 2019: $317,230Expenses 2019: $254,914Net Income 2019: $62,3162019Revenue 2020: $212,410Expenses 2020: $198,890Net Income 2020: $13,5202020Revenue 2021: $428,461Expenses 2021: $376,892Net Income 2021: $51,5692021Revenue 2023: $627,408Expenses 2023: $582,102Net Income 2023: $45,3062023Revenue 2024: $779,950Expenses 2024: $740,562Net Income 2024: $39,3882024

Highlighted filing

2019

Revenue$317,230
Expenses$254,914
Net Income$62,316
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 10, 2020
Return Version
2019v5.1
Gross Receipts
$317,230
Mission and Program Overview

Mission

The fenwick foundation is a 501(c)(3) public charity focused on improving life quality, health and wellbeing in ways that are not addressed or "below the radar." our programs focus on older adults, veterans, people with disabilities and caregivers in the washington, dc metro area (including the outer northern virginia counties), baltimore metro area and several other locations along the east coast.

The fenwick foundation provides life-enriching, life-supporting, & healthcare support to low income older adults, veterans, special needs, and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$110,475$170,066▲ $59,591
Accounts Receivable$730$2,030▲ $1,300
Inventories for Sale or Use$2,104$1,810▼ $294
Prepaid Expenses and Deferred Charges$2,372$1,208▼ $1,164
Loans From Officers Directors$2,232$813▼ $1,419
Land, Buildings, and Equipment, Net$0$810▲ $810
Total Assets$115,681$175,924▲ $60,243
Liabilities
Accounts Payable and Accrued Expenses$5,279$4,625▼ $654
Total Liabilities$7,511$5,438▼ $2,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$108,170$170,486▲ $62,316
Total Net Assets Fund Balance$108,170$170,486▲ $62,316
Total Liabilities and Net Assets / Fund Balance$115,681$175,924▲ $60,243

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$810$90$900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alexander GornyExecutive Director & SecreFT$39,524$39,524

Board Members and Trustees

NameTitle
Thomas FonsecaPRESIDENT; CHAIRMAN OF BOA
Allison Pendell JonesDirector
Gloria AllenDirector
Kari GallowayDirector
Melissa LoeweDirector
Sara GreenbergDirector
Sheila CroninDirector
Terri LynchDirector
Richard R Belle IsleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$312,520
Program Service Revenue
$4,710
Investment Income
$0
Other Revenue
$0
All Other Contributions
$312,520
Change in Net Assets
$62,316

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,487
Salaries, Compensation, and Employee Benefits$42,547
Total Fundraising Expense$3,409
Professional Fundraising Fees$2,880
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$39,524--$39,524
Fees for Services Other$23,845$100$40$23,985
Payroll Taxes$3,023--$3,023
Fees for Services Professional Fundraising--$2,880$2,880
Information Technology$1,025$135$200$1,360
Conferences and Meetings$620--$620
Other Expenses$420--$420
All Other Expenses$165$19$220$404
Travel$300-$39$339
Fees for Services Legal$175$31$25$231
Office Expenses$90$20$5$115
Fees for Services Management$103--$103
Depreciation Depletion-$90-$90
Total Functional Expenses$251,110$395$3,409$254,914
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,880
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,232$813▼ $1,419
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The three officers have certain business relationships with each other.

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 was provided to the board of directors prior to filing. A thorough review was conducted by the officers prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents and conflict of interest policy are available upon request. There are no formal financial statements.

Filing and Contact Details

Filer

Filer Name
Fenwick Foundation
EIN
27-4879033
Phone
7037400077
Address
23 NORTH FENWICK STREET, ARLINGTON, VA 22201

Signing Officer

Name
Richard R Belle Isle
Title
Treasurer
Phone
7039804262
Signed
2020-09-10

Organization Details

Principal Officer
Thomas G Fonseca
Formed
2011
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0
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IRS990/PYOtherExpensesAmt0197134
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04900
IRS990/PYRevenuesLessExpensesAmt019427
IRS990/PYSalariesCompEmpBnftPaidAmt034970
IRS990/PYTotalExpensesAmt0232556
IRS990/PYTotalProfFndrsngExpnsAmt0452
IRS990/PYTotalRevenueAmt0251983
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt062316
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt092123
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03213
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01185
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03309
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt04557
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08053
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt020317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0312520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0251983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0181587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt095762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0946948
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97850
IRS990ScheduleA/PublicSupportPY509Pct00.95010
IRS990ScheduleA/PublicSupportTotal509Amt0926631
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt03213
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01185
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03309
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04557
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt08053
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020317
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0312520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0251983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0181587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095762
IRS990ScheduleA/Total509Grp/TotalAmt0946948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0312520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0251983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0946948
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0810
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt090
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0900
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0810
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0813
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0DISBURSEMENTS MADE ON BEHALF OF ORGANIZATION AWAITING REIMBURSEMENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ALEXANDER GORNY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0813
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt06679
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt136
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TICKETS;ADMISSIONS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1GIFT CARD
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0RETAIL VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1CASH VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt10
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE THREE OFFICERS HAVE CERTAIN BUSINESS RELATIONSHIPS WITH EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. A THOROUGH REVIEW WAS CONDUCTED BY THE OFFICERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THERE ARE NO FORMAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115681
IRS990/TotalAssetsEOYAmt0175924
IRS990/TotalAssetsGrp/BOYAmt0115681
IRS990/TotalAssetsGrp/EOYAmt0175924
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0312520
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03409
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0395
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0251110
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07511
IRS990/TotalLiabilitiesEOYAmt05438
IRS990/TotalLiabilitiesGrp/BOYAmt07511
IRS990/TotalLiabilitiesGrp/EOYAmt05438
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0108170
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0170486
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt042177
IRS990/TotalOtherProgSrvcRevenueAmt046110
IRS990/TotalProgramServiceExpensesAmt0251110
IRS990/TotalProgramServiceRevenueAmt04710
IRS990/TotalReportableCompFromOrgAmt039524
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04710
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317230
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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