Civic Intelligence

Fort Monroe Foundation

990 • Fiscal year 2021 • EIN 27-4974146

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 15, 2021

Organization ProfileFORTMONROEFOUNDATION.ORG
PO Box 3072Hampton, VA 23669

(757) 637-7778

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

4.9%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$403,310

Up $18,806 (+4.9%) from 2020

Net Assets

Up

$403,067

Up $18,737 (+4.9%) from 2020

Liabilities

Up

$243

Up $69 (+40%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin53rd percentile

Revenue

Down

$169,803

Down $258,048 (-60%) from 2020

Expenses

Down

$151,066

Down $721,584 (-83%) from 2020

Net Income

Up

$18,737

Up $463,536 (+104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2019: $829,657Liabilities 2019: $528Net Assets 2019: $829,1292019Assets 2020: $384,504Liabilities 2020: $174Net Assets 2020: $384,3302020Assets 2021: $403,310Liabilities 2021: $243Net Assets 2021: $403,0672021Assets 2022: $253,906Liabilities 2022: $0Net Assets 2022: $253,9062022Assets 2023: $290,488Liabilities 2023: $0Net Assets 2023: $290,4882023Assets 2024: $348,962Liabilities 2024: $0Net Assets 2024: $348,9622024

Highlighted filing

2021

Assets$403,310
Liabilities$243
Net Assets$403,067
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $889,603Expenses 2019: $205,618Net Income 2019: $683,9852019Revenue 2020: $427,851Expenses 2020: $872,650Net Income 2020: -$444,7992020Revenue 2021: $169,803Expenses 2021: $151,066Net Income 2021: $18,7372021Revenue 2022: $154,668Expenses 2022: $303,829Net Income 2022: -$149,1612022Revenue 2023: $130,808Expenses 2023: $94,226Net Income 2023: $36,5822023Revenue 2024: $155,103Expenses 2024: $107,923Net Income 2024: $47,1802024

Highlighted filing

2021

Revenue$169,803
Expenses$151,066
Net Income$18,737
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$169,803
Mission and Program Overview

Mission

The fort monroe foundation helps promote and sustain fort monroe, its programs and partners, through fundraising and stewardship of financial resources.

To build awareness, audience and financial support for the resources of fort monroe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$384,330$403,067▲ $18,737
Savings and Temporary Cash Investments$327,500$328,975▲ $1,475
Cash and Non-Interest-Bearing Accounts$57,004$74,335▲ $17,331
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$384,504$403,310▲ $18,806
Liabilities
Accounts Payable and Accrued Expenses$174$243▲ $69
Total Liabilities$174$243▲ $69
Net Assets / Fund Balance
Total Net Assets Fund Balance$384,330$403,067▲ $18,737
Total Liabilities and Net Assets / Fund Balance$384,504$403,310▲ $18,806
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Michael WestfallPresident and Director
Mr Destry JarvisVice President and Director
Edward AyersDirector
Glenn OderDirector
Jack EzzellDirector
Jimmy GrayDirector
Molly WardDirector
Patrick JonesDirector
Rona AltschulerDirector
Tom CosgroveDirector
Robert SegerSecretary and Director
Susan CollinsTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$168,328
Program Service Revenue
$0
Investment Income
$1,475
Other Revenue
$0
All Other Contributions
$168,328
Change in Net Assets
$18,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$95,000-$95,000
All Other Expenses-$3,152-$3,152
Other Expenses$35,527$2,393-$2,393
Fees for Services Accounting-$2,200-$2,200
Insurance-$929-$929
Office Expenses-$515-$515
Travel-$72-$72
Total Functional Expenses$35,527$115,539$0$151,066
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 B, Line 11B

“Directors and management reviewed the 990 during a meeting prior to filing of the return.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest is included in a packet to the directors and is reviewed with each director.”

Form 990, Part VI, Section C, Line 19

“Available to review upon request”

Filing and Contact Details

Filer

Filer Name
Fort Monroe Foundation
EIN
27-4974146
Phone
7576377778
Address
PO BOX 3072, HAMPTON, VA 23669

Signing Officer

Name
Susan Collins
Title
Treasurer
Phone
7576377778
Signed
2021-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Collins
Formed
2000
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
5911 WEST BROAD STREET, RICHMOND, VA 23230
Preparer
Katherine Hoffmann CPA
Phone
8048551200
Raw XML Appendix379 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
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ReturnHeader/ReturnTs02021-10-19T11:01:15-05:00
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,310
Liabilities
$243
Net assets
$403,067
Revenue
$169,803
Expenses
$151,066
Net income
$18,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$1.55$1.08$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.31$0.94$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.55$3.04$1.49
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.70$1.51$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.84$4.28$8.73$4.45
2019Detailed filing. Detailed filing data is available for this year.$8.30$0.01$8.29$8.90$2.06$6.84