Civic Intelligence

Fredrickson Family Foundation

990PF • Fiscal year 2018 • EIN 46-4232118

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

PO Box 965Virginia Beach, VA 23451

(757) 625-7670

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

1371%

Faster asset growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

426%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$343,755

Up $320,389 (+1371%) from 2017

Net Assets

Up

$338,755

Up $315,389 (+1350%) from 2017

Liabilities

Up

$5,000

Up $5,000 from 2017

Revenue

Up

$367,584

Up $297,683 (+426%) from 2017

Expenses

Up

$52,196

Up $5,081 (+11%) from 2017

Net Income

Up

$315,388

Up $292,602 (+1284%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $18,400Liabilities 2013: $02013Assets 2014: $42,430Liabilities 2014: $02014Assets 2015: $71,717Liabilities 2015: $02015Assets 2016: $19,454Liabilities 2016: $0Net Assets 2016: $19,4542016Assets 2017: $23,366Liabilities 2017: $0Net Assets 2017: $23,3662017Assets 2018: $343,755Liabilities 2018: $5,000Net Assets 2018: $338,7552018Assets 2019: $311,338Liabilities 2019: $5,000Net Assets 2019: $306,3382019Assets 2020: $406,363Liabilities 2020: $5,000Net Assets 2020: $401,3632020Assets 2021: $451,805Liabilities 2021: $5,000Net Assets 2021: $446,8052021Assets 2022: $445,782Liabilities 2022: $5,000Net Assets 2022: $440,7822022Assets 2023: $366,641Liabilities 2023: $0Net Assets 2023: $366,6412023Assets 2024: $496,544Liabilities 2024: $0Net Assets 2024: $496,5442024

Highlighted filing

2018

Assets$343,755
Liabilities$5,000
Net Assets$338,755

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,089,800Expenses 2013: $0Net Income 2013: $1,089,8002013Revenue 2014: $70,056Expenses 2014: $46,026Net Income 2014: $24,0302014Revenue 2015: $117,635Expenses 2015: $77,694Net Income 2015: $39,9412015Revenue 2016: $7Expenses 2016: $52,270Net Income 2016: -$52,2632016Revenue 2017: $69,901Expenses 2017: $47,115Net Income 2017: $22,7862017Revenue 2018: $367,584Expenses 2018: $52,196Net Income 2018: $315,3882018Revenue 2019: $36,732Expenses 2019: $60,198Net Income 2019: -$23,4662019Revenue 2020: $323,305Expenses 2020: $126,093Net Income 2020: $197,2122020Revenue 2021: $115,177Expenses 2021: $69,735Net Income 2021: $45,4422021Revenue 2022: $78,384Expenses 2022: $51,095Net Income 2022: $27,2892022Revenue 2023: $96,009Expenses 2023: $134,364Net Income 2023: -$38,3552023Revenue 2024: $442,216Expenses 2024: $164,645Net Income 2024: $277,5712024

Highlighted filing

2018

Revenue$367,584
Expenses$52,196
Net Income$315,388
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARA T FREDRICKSONPresident-$0--
STEVEN D FREDRICKSONTreasurer, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Fredrickson Family Foundation
EIN
46-4232118
Phone
7576257670
Address
PO BOX 965, VIRGINIA BEACH, VA 23451

Signing Officer

Name
Steven D Fredrickson
Title
Treasurer
Phone
7576257670
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Roseline Tax Advisors Pllc
Address
140 VIRGINIA STREET SUITE 300, RICHMOND, VA 23219
Preparer
Beth P Bradberry
Phone
8045457440
Raw XML Appendix379 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/GrantOrContributionPurposeTxt0OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACHIEVABLE DREAM ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY HOSPICE & PALLATIVE CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RONALD MCDONALD HOUSE CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUB OF SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0726 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14266 SUNBEAM ROAD BLDG 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22330 MONUMENT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3380 FULTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt029860
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07066
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061726
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07066
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020140
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061726
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BRIAN H KING
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0925 IDEAL WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028203
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0205
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0205
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07476
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARLES SCHWAB
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0283785
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0469241
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0505
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0505
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTED SECURITIES
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0STEVEN MARA FREDRICKSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03208 STAPLEFORD CHASE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0VIRGINIA BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd023452
TaxesSchedule/TaxesDetail/Amt0505
TaxesSchedule/TaxesDetail/Amt1127
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1127
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN D FREDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07576257670
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDRICKSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEVEN D FREDRICKSON
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0464232118
ReturnHeader/Filer/PhoneNum07576257670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 965
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDDA69F5C3F3F918BD7808E58C723193054F2A56
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.118.73
ReturnHeader/FilingSecurityInformation/IPDt02019-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:33:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203565336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSELINE TAX ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 VIRGINIA STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08045457440
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH P BRADBERRY
ReturnHeader/ReturnTs02019-09-04T09:33:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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