Civic Intelligence

Fites Family Charitable Trust

990PF • Fiscal year 2014 • EIN 37-1375732

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 24, 2015

Organization Profile
9943 Brassie BendNaples, FL 34108

(312) 342-0485

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,209,890

Up $254,752 (+2.3%) from 2013

Net Assets

Up

$11,209,884

Up $254,752 (+2.3%) from 2013

Liabilities

Flat

$6

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin88th percentile

Revenue

Up

$1,089,241

Up $209,865 (+24%) from 2013

Expenses

Down

$544,530

Down $240,480 (-31%) from 2013

Net Income

Up

$544,711

Up $450,345 (+477%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,335,829Liabilities 2010: $5,503Net Assets 2010: $10,330,3262010Assets 2011: $10,948,741Liabilities 2011: $377Net Assets 2011: $10,948,3642011Assets 2012: $11,116,995Liabilities 2012: $6Net Assets 2012: $11,116,9892012Assets 2013: $10,955,138Liabilities 2013: $6Net Assets 2013: $10,955,1322013Assets 2014: $11,209,890Liabilities 2014: $6Net Assets 2014: $11,209,8842014Assets 2015: $11,088,275Liabilities 2015: $0Net Assets 2015: $11,088,2752015Assets 2016: $11,009,104Liabilities 2016: $0Net Assets 2016: $11,009,1042016Assets 2017: $11,133,280Liabilities 2017: $0Net Assets 2017: $11,133,2802017Assets 2018: $11,002,158Liabilities 2018: $0Net Assets 2018: $11,002,1582018Assets 2019: $10,949,677Liabilities 2019: $0Net Assets 2019: $10,949,6772019Assets 2020: $10,325,067Liabilities 2020: $0Net Assets 2020: $10,325,0672020Assets 2021: $10,667,539Liabilities 2021: $0Net Assets 2021: $10,667,5392021Assets 2022: $10,451,774Liabilities 2022: $0Net Assets 2022: $10,451,7742022Assets 2023: $10,758,146Liabilities 2023: $0Net Assets 2023: $10,758,1462023Assets 2024: $14,479,432Liabilities 2024: $0Net Assets 2024: $14,479,4322024

Highlighted filing

2014

Assets$11,209,890
Liabilities$6
Net Assets$11,209,884
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $531,6432010Expenses 2011: $491,9942011Expenses 2012: $374,7652012Revenue 2013: $879,376Expenses 2013: $785,010Net Income 2013: $94,3662013Revenue 2014: $1,089,241Expenses 2014: $544,530Net Income 2014: $544,7112014Revenue 2015: $464,748Expenses 2015: $587,035Net Income 2015: -$122,2872015Revenue 2016: $1,208,801Expenses 2016: $1,288,260Net Income 2016: -$79,4592016Revenue 2017: $875,348Expenses 2017: $749,528Net Income 2017: $125,8202017Revenue 2018: $1,315,699Expenses 2018: $1,417,244Net Income 2018: -$101,5452018Revenue 2019: $809,556Expenses 2019: $859,191Net Income 2019: -$49,6352019Revenue 2020: $306,144Expenses 2020: $934,369Net Income 2020: -$628,2252020Revenue 2021: $1,763,290Expenses 2021: $1,407,946Net Income 2021: $355,3442021Revenue 2022: $461,980Expenses 2022: $660,732Net Income 2022: -$198,7522022Revenue 2023: $807,398Expenses 2023: $496,828Net Income 2023: $310,5702023Revenue 2024: $4,512,747Expenses 2024: $791,461Net Income 2024: $3,721,2862024

Highlighted filing

2014

Revenue$1,089,241
Expenses$544,530
Net Income$544,711
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald V FitesTrustee-$0--
Linda F ReedDir./Trustee-$0--
Joyce S HagenDir./Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantImmokalee FoundationFurther its exempt purposeN/ANaples, FL, US$231,250
Paid GrantPhi Kappa Psi FoundationFurther its exempt purposeN/AIndianapolis, IN, US$40,250
Paid GrantValparaiso UniversityFurther its exempt purposeN/AValparaiso, IN, US$33,000
Paid GrantPeoria Riverfront MuseumFurther its exempt purposeN/APeoria, IL, US$30,000
Paid GrantBellarmine UniversityFurther its exempt purposeN/ALouisville, KY, US$25,000
Paid GrantMayo Clinic FoundationFurther its exempt purposeN/AJacksonville, FL, US$22,000
Paid GrantSalvation ArmyFurther its exempt purposeN/ADes Plaines, IL, US$17,000
Paid GrantW D Boyce Council BSAFurther its exempt purposeN/APeoria, IL, US$15,000
Paid GrantChildrens HospitalFurther its exempt purposeN/AMilwaukee, WI, US$10,000
Paid GrantGrace Lutheran ChurchFurther its exempt purposeN/ARiver Forest, IL, US$10,000
Paid GrantNaples Childrens Education FundFurther its exempt purposeN/ANaples, FL, US$8,500
Paid GrantSt Pauls ChurchFurther its exempt purposeN/ADayton, OH, US$6,000
Paid GrantNotre Dame FoundationFurther its exempt purposeN/ANotre Dame, IN, US$6,000
Paid GrantThe Culver FundFurther its exempt purposeN/ACulver, IN, US$5,000
Paid GrantHoward Young FoundationFurther its exempt purposeN/AMinocqua, WI, US$5,000
Paid GrantAmerican Leadership AcademyFurther its exempt purposeN/ASpanish Fork, UT, US$3,000
Paid GrantEaster SealsFurther its exempt purposeN/AChicago, IL, US$1,000
Paid GrantFirst United Methodist ChurchFurther its exempt purposeN/AChicago, IL, US$1,000
Paid GrantPotawatomi State ParkFurther its exempt purposeN/ASturgeon Bay, WI, US$1,000
Paid Grant-Further its exempt purposeN/APlymouth, IN, US$1,000
Paid Grant-Further its exempt purposeN/ANaples, FL, US$1,000
Paid Grant-Further its exempt purposeN/ALouisville, KY, US$1,000
Paid Grant-Further its exempt purposeN/ALos Altos, CA, US$1,000
Paid Grant-Further its exempt purposeN/AIndianapolis, IN, US$1,000
Paid Grant-Further its exempt purposeN/AChicago, IL, US$1,000
Paid Grant-Further its exempt purposeN/ASarasota, FL, US$750
Paid GrantMarshall County Humane SocietyFurther its exempt purposeN/APlymouth, IN, US$500
Paid GrantHospice of DaytonFurther its exempt purposeN/ADayton, OH, US$500
Paid GrantTomahawk Lake AssociationFurther its exempt purposeN/AMinocqua, WI, US$300
Paid Grant-Further its exempt purposeN/APeoria, IL, US$250
Filing and Contact Details

Filer

Filer Name
Fites Family Charitable Trust
EIN
37-1375732
Phone
3123420485
Address
9943 Brassie Bend, Naples, FL 34108

Signing Officer

Name
Donald V Fites
Title
Trustee
Signed
2015-06-24
Discuss with paid preparer
Yes

Preparer

Firm
JMG Financial Group Ltd
Address
2301 W 22nd St Ste 300, Oak Brook, IL 60523-1264
Preparer
Melissa A Walsh
Phone
6305715252
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0742 Caterpillar shares from 12/10/01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13918 Caterpillar shares from 12/28/01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210072 Caterpillar shares from 6/17/03
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58000 Caterpillar shares from 11/3/03
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9235 Exxon Mobil shares from 12/31/05
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MFB Northern Global Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322781 Caterpillar Shares 12/1/09
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm333469 Caterpillar Shares 12/1/09
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Oracle
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413674 Caterpillar Shares 12/21/11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Automatic Data
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Costco Wholesale

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,209,890
Liabilities
$6
Net assets
$11,209,884
Revenue
$1,089,241
Expenses
$544,530
Net income
$544,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$4.51$0.79$3.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.81$0.50$0.31
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.46$0.66$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$1.76$1.41$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.31$0.93$0.63
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.81$0.86$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$1.32$1.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.88$0.75$0.13
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.21$1.29$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.46$0.59$0.12
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.09$0.54$0.54
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.88$0.79$0.09
2012Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.37
2011Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.49
2010Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$0.53