Civic Intelligence

Fred & Jean Allegretti Foundation Inc.

990PF • Fiscal year 2018 • EIN 36-4110761

Nov 01, 2017 to Oct 31, 2018 • Filed on Mar 14, 2019

12281 Hammock Creek WayFort Myers, FL 33905

(224) 655-6405

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$27,292

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

74th percentile

8.9%

Faster asset growth than 74% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

262%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$19,891,615

Up $1,625,979 (+8.9%) from 2017

Net Assets

Up

$19,891,615

Up $1,625,979 (+8.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$2,849,548

Up $2,061,475 (+262%) from 2017

Expenses

Up

$1,223,569

Up $38,217 (+3.2%) from 2017

Net Income

Up

$1,625,979

Up $2,023,258 (+509%) from 2017

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,120,825Liabilities 2010: $469Net Assets 2010: $10,120,3562010Assets 2011: $10,940,386Liabilities 2011: $193Net Assets 2011: $10,940,1932011Assets 2012: $16,627,846Liabilities 2012: $11,486Net Assets 2012: $16,616,3602012Assets 2013: $19,581,374Liabilities 2013: $2,139Net Assets 2013: $19,579,2352013Assets 2014: $19,632,555Liabilities 2014: $0Net Assets 2014: $19,632,5552014Assets 2015: $19,291,127Liabilities 2015: $0Net Assets 2015: $19,291,1272015Assets 2016: $18,662,915Liabilities 2016: $0Net Assets 2016: $18,662,9152016Assets 2017: $18,265,636Liabilities 2017: $0Net Assets 2017: $18,265,6362017Assets 2018: $19,891,615Liabilities 2018: $0Net Assets 2018: $19,891,6152018Assets 2019: $18,806,457Liabilities 2019: $0Net Assets 2019: $18,806,4572019Assets 2020: $17,386,583Liabilities 2020: $0Net Assets 2020: $17,386,5832020Assets 2021: $17,305,695Liabilities 2021: $0Net Assets 2021: $17,305,6952021Assets 2022: $16,843,483Liabilities 2022: $0Net Assets 2022: $16,843,4832022Assets 2023: $15,267,480Liabilities 2023: $0Net Assets 2023: $15,267,4802023Assets 2024: $15,841,717Liabilities 2024: $0Net Assets 2024: $15,841,7172024Assets 2025: $15,216,589Liabilities 2025: $0Net Assets 2025: $15,216,5892025

Highlighted filing

2018

Assets$19,891,615
Liabilities$0
Net Assets$19,891,615

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $620,4622010Expenses 2011: $732,3212011Expenses 2012: $785,5232012Expenses 2013: $926,2642013Revenue 2014: $1,356,527Expenses 2014: $1,286,407Net Income 2014: $70,1202014Revenue 2015: $787,401Expenses 2015: $1,128,829Net Income 2015: -$341,4282015Revenue 2016: $648,734Expenses 2016: $1,257,624Net Income 2016: -$608,8902016Revenue 2017: $788,073Expenses 2017: $1,185,352Net Income 2017: -$397,2792017Revenue 2018: $2,849,548Expenses 2018: $1,223,569Net Income 2018: $1,625,9792018Revenue 2019: $206,967Expenses 2019: $1,292,125Net Income 2019: -$1,085,1582019Revenue 2020: -$126,171Expenses 2020: $1,293,703Net Income 2020: -$1,419,8742020Revenue 2021: $1,227,522Expenses 2021: $1,308,410Net Income 2021: -$80,8882021Revenue 2022: $941,691Expenses 2022: $1,403,903Net Income 2022: -$462,2122022Revenue 2023: -$430,396Expenses 2023: $1,145,607Net Income 2023: -$1,576,0032023Revenue 2024: $1,739,546Expenses 2024: $1,165,309Net Income 2024: $574,2372024Revenue 2025: $762,405Expenses 2025: $1,387,533Net Income 2025: -$625,1282025

Highlighted filing

2018

Revenue$2,849,548
Expenses$1,223,569
Net Income$1,625,979
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Mar 14, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM ALLEGRETTIDirectorPT$27,292-$27,292
KAREN ALLEGRETTIDirectorPT$12,708-$12,708
THOMAS BUCAROSecretaryPT$0--
CAROL ALLEGRETTIPresidentPT$0--
JAMES ALLEGRETTITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Fred & Jean Allegretti Foundation
EIN
36-4110761
Phone
2246556405
Address
12281 HAMMOCK CREEK WAY, FORT MYERS, FL 33905

Signing Officer

Name
James Allegretti
Title
Treasurer
Phone
2246556405
Signed
2019-03-14
Discuss with paid preparer
Yes

Preparer

Firm
The CPA Group of Naples Pllc
Address
999 VANDERBILT BEACH RD SUITE 200, NAPLES, FL 34108
Preparer
Lee a Meyers
Phone
2392699626
Raw XML AppendixShowing 400 of 1,088 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PROPOSAL FORMAT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02395616281
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06051 S LIMA WAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt636000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt652500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt695000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt705000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt855000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8710000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.76$1.39$0.63
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.74$1.17$0.57
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.43$1.15$1.58
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.94$1.40$0.46
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.23$1.31$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.13$1.29$1.42
2019Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.21$1.29$1.09
2018Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$2.85$1.22$1.63
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.79$1.19$0.40
2016Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.65$1.26$0.61
2015Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.79$1.13$0.34
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.36$1.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.93
2012Detailed filing. Detailed filing data is available for this year.$16.6$0.01$16.6$0.79
2011Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.73
2010Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.62