Civic Intelligence

Tom & Kim Ruggie Family Foundation Inc

EIN 46-1969661 • 501(c)3 • Tavares, FL

Profile

The tom & kim ruggie family foundation is helping build "community" through support of local projects that strengthen the bond of families, improve the quality of people's lives and enhance opportunities for access to life-enriching services such as healthcare and education.

2100 Lake Eustis DriveTavares, FL 32778

ruggiewealth.com/RUGGIE-CHARITABLE-FDN

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1101%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$93,588

Up $16,149 (+21%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$93,588

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Up

$22,525

Up $20,649 (+1101%) from 2023

Expenses

Up

$6,376

Up $3,439 (+117%) from 2023

Net Income

Up

$16,149

Up $17,210 (+1622%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$100K$50K$0Assets 2013: $6,428Liabilities 2013: $02013Assets 2014: $26,152Liabilities 2014: $0Net Assets 2014: $26,1522014Assets 2015: $17,495Liabilities 2015: $0Net Assets 2015: $17,4952015Assets 2016: $20,334Liabilities 2016: $0Net Assets 2016: $20,3342016Assets 2017: $42,662Liabilities 2017: $0Net Assets 2017: $42,6622017Assets 2018: $75,360Liabilities 2018: $75Net Assets 2018: $75,2852018Assets 2019: $79,979Liabilities 2019: $0Net Assets 2019: $79,9792019Assets 2020: $78,753Liabilities 2020: $0Net Assets 2020: $78,7532020Assets 2021: $77,302Liabilities 2021: $0Net Assets 2021: $77,3022021Assets 2022: $78,500Net Assets 2022: $78,5002022Assets 2023: $77,439Liabilities 2023: $02023Assets 2024: $93,588Net Assets 2024: $93,5882024

Highlighted filing

2024

Assets$93,588
Liabilities-
Net Assets$93,588
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$20K$0-$20KRevenue 2013: $27,868Expenses 2013: $21,440Net Income 2013: $6,4282013Revenue 2014: $28,300Expenses 2014: $8,576Net Income 2014: $19,7242014Revenue 2015: $1,230Expenses 2015: $9,887Net Income 2015: -$8,6572015Revenue 2016: $9,283Expenses 2016: $6,444Net Income 2016: $2,8392016Revenue 2017: $33,075Expenses 2017: $10,747Net Income 2017: $22,3282017Revenue 2018: $39,195Expenses 2018: $6,572Net Income 2018: $32,6232018Revenue 2019: $11,100Expenses 2019: $6,406Net Income 2019: $4,6942019Revenue 2020: $1,025Expenses 2020: $2,251Net Income 2020: -$1,2262020Revenue 2021: $650Expenses 2021: $2,101Net Income 2021: -$1,4512021Revenue 2022: $3,550Expenses 2022: $2,352Net Income 2022: $1,1982022Revenue 2023: $1,876Expenses 2023: $2,937Net Income 2023: -$1,0612023Revenue 2024: $22,525Expenses 2024: $6,376Net Income 2024: $16,1492024

Highlighted filing

2024

Revenue$22,525
Expenses$6,376
Net Income$16,149
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,588
Liabilities
-
Net assets
$93,588
Revenue
$22,525
Expenses
$6,376
Net income
$16,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.6$93.6$22.5$6.38$16.1
2023Summary only. Only limited summary data is available for this year.$77.4$0.00$1.88$2.94$1.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.5$78.5$3.55$2.35$1.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$0.00$77.3$0.65$2.10$1.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.8$0.00$78.8$1.03$2.25$1.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.0$0.00$80.0$11.1$6.41$4.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.08$75.3$39.2$6.57$32.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$0.00$42.7$33.1$10.7$22.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$9.28$6.44$2.84
2015Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.23$9.89$8.66
2014Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$28.3$8.58$19.7
2013Summary only. Only limited summary data is available for this year.$6.43$0.00$27.9$21.4$6.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.1
Gross Receipts
$22,525
Mission and Program Overview

Mission

The tom & kim ruggie family foundation is helping build "community" through support of local projects that strengthen the bond of families, improve the quality of people's lives and enhance opportunities for access to life-enriching services such as healthcare and education.

The tom & kim ruggie family foundation is helping build "community" through support of local projects that strenghten the bond of families, improve the quality of perople's lives and enhance opportunities for access to life-enriching services such as healthcare and education.

Program Services

DescriptionGrantsExpenses
PROVIDED SUPPORT TO VARIOUS CHARITIES LOCATED IN AND AROUND CENTRAL FLORIDA OR THOSE THAT PROVIDE SERVICES TO CENTRAL FLORIDA.$5,115$5,115
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS RUGGIEPresident-$0--
KIM RUGGIEVice President-$0--
WADE BOYETTEDirector-$0--
MATT LEAVITTDirector-$0--
DAVID MAUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tom & Kim Ruggie Family Foundation Inc
EIN
46-1969661
Phone
3523432700
Address
2100 LAKE EUSTIS DRIVE, TAVARES, FL 32778

Signing Officer

Name
Thomas Ruggie
Title
President
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Satcher & Company PA
Address
1030 W Canton Ave Ste 220, Winter Park, FL 32789
Preparer
David a Satcher
Phone
4078481901
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: VALENCIA COLLEGE FOUNDATION | Donee's Address: 1800 S KIRKLAND RD ORLANDO FL 32811 | Cash Amount Given: $5115”

Other Expenses.1

“TAXES AND LICENSES $61”

Other Expenses.2

“SUPPLIES $25”

Other Assets.1

“INVESTMENT IN ART - Beginning $49020 INVESTMENT IN ART - Ending $49020”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH ACOSTA
IRS990EZ/BooksInCareOfDetail/PhoneNum03523432700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 LAKE EUSTIS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAVARES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032778
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028419
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044568
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022499
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016149
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077439
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093588
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05115
IRS990EZ/GrossReceiptsAmt022525
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077439
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093588
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077439
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093588
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS RUGGIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM RUGGIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WADE BOYETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT LEAVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID MAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt049020
IRS990EZ/OtherAssetsTotalDetail/EOYAmt049020
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TOM & KIM RUGGIE FAMILY FOUNDATION IS HELPING BUILD "COMMUNITY" THROUGH SUPPORT OF LOCAL PROJECTS THAT STRENGHTEN THE BOND OF FAMILIES, IMPROVE THE QUALITY OF PEROPLE'S LIVES AND ENHANCE OPPORTUNITIES FOR ACCESS TO LIFE-ENRICHING SERVICES SUCH AS HEALTHCARE AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SUPPORT TO VARIOUS CHARITIES LOCATED IN AND AROUND CENTRAL FLORIDA OR THOSE THAT PROVIDE SERVICES TO CENTRAL FLORIDA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05115
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05115
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06376
IRS990EZ/TotalProgramServiceExpensesAmt05115
IRS990EZ/TotalRevenueAmt022525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0RUGGIEWEALTH.COM/RUGGIE-CHARITABLE FDN
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029594
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32680
IRS990ScheduleA/PublicSupportPY170Pct00.42080
IRS990ScheduleA/PublicSupportTotal170Amt09681
IRS990ScheduleA/SubstantialContributorsTotAmt019913
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01025
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029594
IRS990ScheduleA/TotalSupportAmt029626
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VALENCIA COLLEGE FOUNDATION | Donee's Address: 1800 S KIRKLAND RD ORLANDO FL 32811 | Cash Amount Given: $5115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAXES AND LICENSES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT IN ART - Beginning $49020 INVESTMENT IN ART - Ending $49020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS RUGGIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM & KIM RUGGIE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOM&
ReturnHeader/Filer/EIN0461969661
ReturnHeader/Filer/PhoneNum03523432700
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 LAKE EUSTIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0TAVARES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032778
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873025624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Satcher & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01030 W Canton Ave Ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winter Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032789
ReturnHeader/PreparerPersonGrp/PhoneNum04078481901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A SATCHER
ReturnHeader/ReturnTs02025-06-09T10:36:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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