Civic Intelligence

Steven C & Susan L Fiterman Charitable Foundation

EIN 41-1582108 • Golden Valley, MN

7575 Golden Valley Road 118Golden Valley, MN 55427
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

5th percentile

-634%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

-4.9%

Faster revenue growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $141,437 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $141,437 (-100%) from 2020

Revenue

Down

$22,308

Down $1,158 (-4.9%) from 2020

Expenses

Up

$163,745

Up $138,626 (+552%) from 2020

Net Income

Down

-$141,437

Down $139,784 (-8456%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $568,739Liabilities 2011: $0Net Assets 2011: $568,7392011Assets 2012: $566,464Liabilities 2012: $0Net Assets 2012: $566,4642012Assets 2013: $138,247Liabilities 2013: $0Net Assets 2013: $138,2472013Assets 2014: $136,678Liabilities 2014: $0Net Assets 2014: $136,6782014Assets 2015: $138,683Liabilities 2015: $0Net Assets 2015: $138,6832015Assets 2016: $129,413Liabilities 2016: $0Net Assets 2016: $129,4132016Assets 2017: $139,638Liabilities 2017: $0Net Assets 2017: $139,6382017Assets 2018: $141,053Liabilities 2018: $0Net Assets 2018: $141,0532018Assets 2019: $143,090Liabilities 2019: $0Net Assets 2019: $143,0902019Assets 2020: $141,437Liabilities 2020: $0Net Assets 2020: $141,4372020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$0-$200K-$400K-$600KExpenses 2011: $14,4592011Expenses 2012: $2,2752012Revenue 2013: -$428,192Expenses 2013: $25Net Income 2013: -$428,2172013Revenue 2014: $1,484Expenses 2014: $3,053Net Income 2014: -$1,5692014Revenue 2015: $20,514Expenses 2015: $18,509Net Income 2015: $2,0052015Revenue 2016: $8,264Expenses 2016: $17,534Net Income 2016: -$9,2702016Revenue 2017: $27,321Expenses 2017: $17,096Net Income 2017: $10,2252017Revenue 2018: $24,721Expenses 2018: $23,306Net Income 2018: $1,4152018Revenue 2019: $3,921Expenses 2019: $1,884Net Income 2019: $2,0372019Revenue 2020: $23,466Expenses 2020: $25,119Net Income 2020: -$1,6532020Revenue 2021: $22,308Expenses 2021: $163,745Net Income 2021: -$141,4372021

Highlighted filing

2021

Revenue$22,308
Expenses$163,745
Net Income-$141,437

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN C FITERMANTrustee-$0--
SUSAN L FITERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steven C & Susan L Fiterman Charitable
EIN
41-1582108
Phone
7635462625
Address
7575 GOLDEN VALLEY ROAD 118, GOLDEN VALLEY, MN 55427

Signing Officer

Name
Steven Fiterman
Title
Trustee
Phone
7635462625
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix344 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159857
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013491
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177981
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0146891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07323
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160382
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146891
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0180853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033962
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN AND SUSAN FITERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07575 GOLDEN VALLEY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GOLDEN VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055427
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0A NOTICE OF INTENT TO TRANSFER ASSETS WAS SIGNED BY THE FOUNDATION'S TRUSTEE ON MARCH 29TH, 2022. ACCORDING TO THE NOTICE, ALL ASSETS OF THE CORPORATION SHALL BE DISTRIBUTED TO MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST, INC. THESE FUND WILL BE DEVOTED TO CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE FOUNDATION MADE TRANSFERS TO THE MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST, INC, EIN# 52-7082731, ON DECEMEBER 28, 2021 FOR A TOTAL VALUE OF $334,195 IN CASH, STOCKS AND BONDS.
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02709
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY & BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02709
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN FITERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07635462625
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN C & SUSAN L FITERMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0411582108
ReturnHeader/Filer/PhoneNum07635462625
ReturnHeader/Filer/USAddress/AddressLine1Txt07575 GOLDEN VALLEY ROAD 118
ReturnHeader/Filer/USAddress/CityNm0GOLDEN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055427
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02022-05-16T11:20:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITERMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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