Civic Intelligence

Fleetwood Foundation Inc.

990T • Fiscal year 2020 • EIN 27-5486698

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
1 commerce sq s main st ste 1900Memphis, TN 38103-5519

(901) 526-9750

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2020: $41,045,364Liabilities 2020: $0Net Assets 2020: $41,045,3642020Assets 2021: $45,966,674Liabilities 2021: $0Net Assets 2021: $45,966,6742021Assets 2022: $43,777,600Liabilities 2022: $0Net Assets 2022: $43,777,6002022Assets 2023: $45,202,614Liabilities 2023: $0Net Assets 2023: $45,202,6142023

Latest loaded filing

2023

Assets$45,202,614
Liabilities$0
Net Assets$45,202,614
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2020: $3,756,322Expenses 2020: $3,035,025Net Income 2020: $721,2972020Revenue 2021: $8,657,283Expenses 2021: $3,735,973Net Income 2021: $4,921,3102021Revenue 2022: $2,090,125Expenses 2022: $3,983,146Net Income 2022: -$1,893,0212022Revenue 2023: $5,565,662Expenses 2023: $4,140,648Net Income 2023: $1,425,0142023

Latest loaded filing

2023

Revenue$5,565,662
Expenses$4,140,648
Net Income$1,425,014
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Fleetwood Foundation Inc
EIN
27-5486698
In Care Of
% Gerber/Taylor Capital Adviso
Phone
9015269750
Address
1 commerce sq s main st ste 1900, Memphis, TN 38103-5519

Signing Officer

Name
Charles C Gerber
Title
President
Phone
9015269750
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix92 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0116967
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt039573
IRS1120ScheduleD/NetCapitalGainAmt077394
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt077394
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt039573
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt077394
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt039573
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt077394
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt077394
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt039573
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt039573
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GerberTaylor Capital Advisors
IRS990T/BooksInCareOfDetail/PhoneNum09015269750
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt040 South Main Street Suite 1900
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Memphis
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0381035519
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt04774
IRS990T/ESPenaltyAmt048
IRS990T/ExtsnRequestIncomeTaxPaidAmt028300
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt00
IRS990T/OverpaymentSection/OverpaymentAmt019230
IRS990T/OverpaymentSection/RefundAmt019230
IRS990TScheduleA/CapitalGainNetIncomeAmt0116967
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt06205
IRS990TScheduleA/TotalDeductionsAmt06205
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-62024
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt054943
IRS990TScheduleA/TotUnrltTrdBusIncmAmt054943
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc00
IRS990TScheduleA/UBIBeforeNOLDedAmt048738
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt048738
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt09022
IRS990T/TaxLessCreditsAmt09022
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt028300
IRS990T/TotalTaxAmt09022
IRS990T/TotalTaxComputationAmt09022
IRS990T/TotalUBTIAmt042964
IRS990T/TotalUBTIBeforeNOLSpecificAmt043964
IRS990T/TotalUBTIBeforeSection199AAmt043964
IRS990T/TotalUBTIComputedAmt048738
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES C GERBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09015269750
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fleetwood Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0FLEE
ReturnHeader/Filer/EIN0275486698
ReturnHeader/Filer/InCareOfNm0% Gerber/Taylor Capital Adviso
ReturnHeader/Filer/PhoneNum09015269750
ReturnHeader/Filer/USAddress/AddressLine1Txt01 commerce sq s main st ste 1900
ReturnHeader/Filer/USAddress/CityNm0Memphis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381035519
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-15T22:54:21-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERBER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$5.57$4.14$1.43
2022Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$2.09$3.98$1.89
2021Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$8.66$3.74$4.92
2020Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$3.76$3.04$0.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.