Civic Intelligence

Fitzgerald Education Association

990EZ • Fiscal year 2023 • EIN 38-1963643

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 02, 2024

23200 Ryan RoadWarren, MI 48091

(586) 757-5150

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

35%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

9.3%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$89,803

Up $7,638 (+9.3%) from 2022

Net Assets

Up

$89,803

Up $7,638 (+9.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$22,043

Down $117,105 (-84%) from 2022

Expenses

Down

$14,405

Down $120,133 (-89%) from 2022

Net Income

Up

$7,638

Up $3,028 (+66%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $35,958Liabilities 2011: $02011Assets 2012: $35,094Liabilities 2012: $02012Assets 2013: $37,533Liabilities 2013: $0Net Assets 2013: $37,5332013Assets 2014: $50,532Liabilities 2014: $0Net Assets 2014: $50,5322014Assets 2015: $38,487Liabilities 2015: $0Net Assets 2015: $38,4872015Assets 2016: $43,360Liabilities 2016: $0Net Assets 2016: $43,3602016Assets 2017: $54,256Liabilities 2017: $0Net Assets 2017: $54,2562017Assets 2018: $54,379Liabilities 2018: $0Net Assets 2018: $54,3792018Assets 2019: $64,130Liabilities 2019: $0Net Assets 2019: $64,1302019Assets 2020: $95,911Liabilities 2020: $0Net Assets 2020: $95,9112020Assets 2021: $77,511Liabilities 2021: $0Net Assets 2021: $77,5112021Assets 2022: $82,165Liabilities 2022: $0Net Assets 2022: $82,1652022Assets 2023: $89,803Liabilities 2023: $0Net Assets 2023: $89,8032023Assets 2024: $60,409Net Assets 2024: $60,4092024

Highlighted filing

2023

Assets$89,803
Liabilities$0
Net Assets$89,803

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $169,474Expenses 2011: $152,965Net Income 2011: $16,5092011Revenue 2012: $159,510Expenses 2012: $160,374Net Income 2012: -$8642012Revenue 2013: $176,017Expenses 2013: $173,578Net Income 2013: $2,4392013Revenue 2014: $170,002Expenses 2014: $157,003Net Income 2014: $12,9992014Revenue 2015: $157,742Expenses 2015: $169,787Net Income 2015: -$12,0452015Revenue 2016: $152,088Expenses 2016: $147,215Net Income 2016: $4,8732016Revenue 2017: $156,706Expenses 2017: $145,810Net Income 2017: $10,8962017Revenue 2018: $159,680Expenses 2018: $159,557Net Income 2018: $1232018Revenue 2019: $158,510Expenses 2019: $148,759Net Income 2019: $9,7512019Revenue 2020: $146,560Expenses 2020: $114,779Net Income 2020: $31,7812020Revenue 2021: $139,359Expenses 2021: $157,759Net Income 2021: -$18,4002021Revenue 2022: $139,148Expenses 2022: $134,538Net Income 2022: $4,6102022Revenue 2023: $22,043Expenses 2023: $14,405Net Income 2023: $7,6382023Revenue 2024: $19,035Expenses 2024: $48,429Net Income 2024: -$29,3942024

Highlighted filing

2023

Revenue$22,043
Expenses$14,405
Net Income$7,638
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 2, 2024
Return Version
2022v5.0
Gross Receipts
$22,043
Mission and Program Overview

Mission

see note

Program Services

DescriptionGrantsExpenses
To secure better working conditions, wages, and similar benefits for employees of Fitzgerald Public Schools--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN CAFAGNAPresidentPT$0--
SARAH GAGNONVPPT$0--
LINDA LARSONSecrtaryPT$0--
PAUL HRYCAJVPPT$0--
BETH FLETTVPPT$0--
LISA WISDOMTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Fitzgerald Education Association
EIN
38-1963643
Address
23200 RYAN ROAD, WARREN, MI 48091

Signing Officer

Name
Kati Cafagna
Title
President
Signed
2024-07-02
Discuss with paid preparer
Yes

Preparer

Firm
John D Ancona Pc CPA
Address
1214 N MAIN, ROCHESTER, MI 48307
Preparer
John D Ancona
Phone
2486019500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conference expense 2,588

Form 990-EZ, Part I, Line 16, Other Expenses

Flowers/retirement 200

Form 990-EZ, Part I, Line 16, Other Expenses

Officers expenses 4,150

Form 990-EZ, Part I, Line 16, Other Expenses

Bldg rep/chairs 1,400

Form 990-EZ, Part I, Line 16, Other Expenses

Public relations 396

Form 990-EZ, Part I, Line 16, Other Expenses

Bargaining 3,000

Form 990-EZ, Part I, Line 16, Other Expenses

Retirement function 1,056

Form 990-EZ, Part I, Line 16, Other Expenses

Other 515

Form 990-EZ, Part I, Section REVENUE, Line 3

Due to a change in procedure, the fitzgerald teachers now pay their dues directly to the michigan education association mea and now the mea sends the fitzgerald education association its share.

Raw XML Appendix120 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05867575150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0SAME
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WARREN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048091
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082165
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082165
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089803
IRS990EZ/GrossReceiptsAmt022043
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0306
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021737
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082165
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082165
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089803
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN CAFAGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GAGNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL HRYCAJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH FLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA WISDOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRTARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0see note
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To secure better working conditions, wages, and similar benefits for employees of Fitzgerald Public Schools
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014405
IRS990EZ/TotalRevenueAmt022043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conference expense 2,588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Flowers/retirement 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers expenses 4,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bldg rep/chairs 1,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Public relations 396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bargaining 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Retirement function 1,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other 515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUE TO A CHANGE IN PROCEDURE, THE FITZGERALD TEACHERS NOW PAY THEIR DUES DIRECTLY TO THE MICHIGAN EDUCATION ASSOCIATION MEA AND NOW THE MEA SENDS THE FITZGERALD EDUCATION ASSOCIATION ITS SHARE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Section REVENUE, Line 3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATI CAFAGNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZGERALD EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0381963643
ReturnHeader/Filer/USAddress/AddressLine1Txt023200 RYAN ROAD
ReturnHeader/Filer/USAddress/CityNm0WARREN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048091
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383149956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN D ANCONA PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01214 N MAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048307
ReturnHeader/PreparerPersonGrp/PhoneNum02486019500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D ANCONA
ReturnHeader/ReturnTs02024-07-02T02:44:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATI CAFAGNA
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.19$0.48$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.22$0.14$0.08
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.82$0.00$0.82$1.39$1.35$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.39$1.58$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$1.47$1.15$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.59$1.49$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.60$1.60$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.57$1.46$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.52$1.47$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.58$1.70$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.70$1.57$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.76$1.74$0.02
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$1.60$1.60$0.01
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$1.69$1.53$0.17