Civic Intelligence

Fitzsimonds Charitable Trust

990PF • Fiscal year 2019 • EIN 31-1723311

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

Organization Profile
777 E Wisconsin Avenue Suite 3500Milwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

170%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,385,039

Up $501,632 (+17%) from 2018

Net Assets

Up

$3,385,039

Up $501,632 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$711,500

Up $448,458 (+170%) from 2018

Expenses

Down

$209,868

Down $20,906 (-9.1%) from 2018

Net Income

Up

$501,632

Up $469,364 (+1455%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,000,263Liabilities 2011: $0Net Assets 2011: $3,000,2632011Assets 2017: $2,851,139Liabilities 2017: $0Net Assets 2017: $2,851,1392017Assets 2018: $2,883,407Liabilities 2018: $0Net Assets 2018: $2,883,4072018Assets 2019: $3,385,039Liabilities 2019: $0Net Assets 2019: $3,385,0392019Assets 2020: $3,284,091Liabilities 2020: $0Net Assets 2020: $3,284,0912020Assets 2021: $3,344,712Liabilities 2021: $0Net Assets 2021: $3,344,7122021Assets 2022: $3,205,615Liabilities 2022: $0Net Assets 2022: $3,205,6152022Assets 2023: $3,375,628Liabilities 2023: $0Net Assets 2023: $3,375,6282023Assets 2024: $3,056,568Liabilities 2024: $0Net Assets 2024: $3,056,5682024

Highlighted filing

2019

Assets$3,385,039
Liabilities$0
Net Assets$3,385,039
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $166,8652011Revenue 2017: $261,713Expenses 2017: $212,789Net Income 2017: $48,9242017Revenue 2018: $263,042Expenses 2018: $230,774Net Income 2018: $32,2682018Revenue 2019: $711,500Expenses 2019: $209,868Net Income 2019: $501,6322019Revenue 2020: $108,471Expenses 2020: $210,057Net Income 2020: -$101,5862020Revenue 2021: $291,898Expenses 2021: $231,220Net Income 2021: $60,6782021Revenue 2022: $100,879Expenses 2022: $239,972Net Income 2022: -$139,0932022Revenue 2023: $413,211Expenses 2023: $243,202Net Income 2023: $170,0092023Revenue 2024: $160,563Expenses 2024: $479,621Net Income 2024: -$319,0582024

Highlighted filing

2019

Revenue$711,500
Expenses$209,868
Net Income$501,632
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HEDRICKTrustee-$0--
LEONA I FITZSIMONDSTrustee-$0--
STEPHEN R FITZSIMONDSTrustee-$0--
MICHAEL HEDRICKTrustee-$0--
MARY ELLEN FITZSIMONDSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fitzsimonds Charitable Trust
EIN
31-1723311
In Care Of
% JP MORGAN CHASE BANK NA
Phone
4142975786
Address
777 E Wisconsin Avenue Suite 3500, Milwaukee, WI 53202-5306

Signing Officer

Name
Leona I Fitzsimonds
Title
Trustee
Phone
4145106305
Signed
2020-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Wayne R Lueders Atty
Phone
4142712400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5$5,000 GENERAL, $15,000 THETA FOREVER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10LIFE SPORTS PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13STEM@DRAKE COMPLEX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DOUGLAS COUNTY LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SPECIAL OLYMPICS OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DUMB FRIENDS LEAGUE BUDDY SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MISERICORDIA HEART OF MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KAPPA ALPHA THETA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PENFIELD CHILDREN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HUMANE ANIMAL WELFARE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8UNITED PERFORMING ARTS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9COLUMBIA ST MARY'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10OHIO STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11PENFIELD MONTESSORI ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SIGMA ALPHA EPSILON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13DRAKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14UNITED WAY OF GREATER MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MILWAUKEE SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16MILE HIGH UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17LIFESTRIDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18WILDLIFE IN NEED CENTER LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19WATERTOWN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20CLOTHES TO KIDS OF DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21SKYLIGHT MUSIC THEATRE CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22MILWAUKEE INSTITUTE OF ART & DESIGN (MIAD)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PC

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,385,039
Liabilities
$0
Net assets
$3,385,039
Revenue
$711,500
Expenses
$209,868
Net income
$501,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16$0.48$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.41$0.24$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.10$0.24$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.29$0.23$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.11$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.71$0.21$0.50
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.26$0.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.26$0.21$0.05
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.17