Civic Intelligence

The F&D West Fund Inc

EIN 47-1053796 • 501(c)3 • Atlanta, GA

Profile

Provide short-term assistance to f&d employees experiencing hardship.

2500 Windy Ridge Parkway SEAtlanta, GA 30339

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-1.4%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$223,958

Up $43,610 (+24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$223,958

Up $43,610 (+24%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Down

$193,748

Down $2,678 (-1.4%) from 2024

Expenses

Down

$150,138

Down $135,641 (-47%) from 2024

Net Income

Up

$43,610

Up $132,963 (+149%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2015: $79,881Liabilities 2015: $02015Assets 2016: $199,703Liabilities 2016: $02016Assets 2017: $267,780Liabilities 2017: $0Net Assets 2017: $267,7802017Assets 2018: $303,658Liabilities 2018: $02018Assets 2019: $294,705Liabilities 2019: $0Net Assets 2019: $294,7052019Assets 2020: $333,969Liabilities 2020: $0Net Assets 2020: $333,9692020Assets 2021: $365,804Liabilities 2021: $0Net Assets 2021: $365,8042021Assets 2022: $328,192Liabilities 2022: $6,000Net Assets 2022: $322,1922022Assets 2023: $269,701Liabilities 2023: $1,500Net Assets 2023: $268,2012023Assets 2024: $180,348Liabilities 2024: $0Net Assets 2024: $180,3482024Assets 2025: $223,958Liabilities 2025: $0Net Assets 2025: $223,9582025

Highlighted filing

2025

Assets$223,958
Liabilities$0
Net Assets$223,958
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $100,386Expenses 2015: $20,505Net Income 2015: $79,8812015Revenue 2016: $159,042Expenses 2016: $39,220Net Income 2016: $119,8222016Revenue 2017: $264,486Expenses 2017: $196,409Net Income 2017: $68,0772017Revenue 2018: $161,638Expenses 2018: $125,760Net Income 2018: $35,8782018Revenue 2019: $119,167Expenses 2019: $128,120Net Income 2019: -$8,9532019Revenue 2020: $136,845Expenses 2020: $97,581Net Income 2020: $39,2642020Revenue 2021: $170,029Expenses 2021: $138,194Net Income 2021: $31,8352021Revenue 2022: $131,725Expenses 2022: $175,337Net Income 2022: -$43,6122022Revenue 2023: $125,475Expenses 2023: $179,466Net Income 2023: -$53,9912023Revenue 2024: $196,426Expenses 2024: $285,779Net Income 2024: -$89,3532024Revenue 2025: $193,748Expenses 2025: $150,138Net Income 2025: $43,6102025

Highlighted filing

2025

Revenue$193,748
Expenses$150,138
Net Income$43,610
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,958
Liabilities
$0
Net assets
$223,958
Revenue
$193,748
Expenses
$150,138
Net income
$43,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.94$1.50$0.44
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.96$2.86$0.89
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.02$2.68$1.25$1.79$0.54
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.06$3.22$1.32$1.75$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$1.70$1.38$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$1.37$0.98$0.39
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.19$1.28$0.09
2018Summary only. Only limited summary data is available for this year.$3.04$0.00$1.62$1.26$0.36
2017Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$2.64$1.96$0.68
2016Summary only. Only limited summary data is available for this year.$2.00$0.00$1.59$0.39$1.20
2015Summary only. Only limited summary data is available for this year.$0.80$0.00$1.00$0.21$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 27, 2024 to Dec 25, 2025
Signed
Mar 3, 2026
Return Version
2025v4.0
Gross Receipts
$193,748
Mission and Program Overview

Mission

Provide short-term assistance to f&d employees experiencing hardship.

Program Services

DescriptionGrantsExpenses
THE FUND PROVIDED SHORT-TERM FINANCIAL ASSISTANCE TO QUALIFIED EMPLOYEES OF F&D AND THEIR FAMILIES IN THE EVENT OF UNFORESEEN PERSONAL HARDSHIP RESULTING FROM CERTAIN QUALIFIED DISASTERS OR OTHER PERSONAL HARDSHIPS SUCH AS SERIOUS ILLNESS OR INJURY TO THE EMPLOYEE OR IMMEDIATE FAMILY MEMBER AND OTHERS.$145,495$145,495
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF HANSONPresident (As Of 1/2025) & Director-$0--
SARAH CHUMBLERSecretary/Treasurer & Director-$0--
JACIE DUNCANPresident (Until 1/2025) & Director-$0--
RICH ERATHDirector-$0--
SETH GIBSONDirector-$0--
MATT NALLDirector-$0--
LEO SANCHEZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The F&d West Fund Inc
EIN
47-1053796
Phone
4044711634
Address
2500 WINDY RIDGE PARKWAY SE, ATLANTA, GA 30339

Signing Officer

Name
Jacie Duncan
Title
Director
Phone
4044711634
Signed
2026-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
500 W 5TH STREET SUITE 800, WINSTONSALEM, NC 27101
Preparer
Brian Kearns
Phone
3362753394
Supplemental Narrative

Additional Explanations

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

“Description: bank fees. Amount: 4,643.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF HANSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04044711634
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 WINDY RIDGE PARKWAY SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030339
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0180348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0223958
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0193748
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt043610
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223958
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0145495
IRS990EZ/GrossReceiptsAmt0193748
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223958
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH CHUMBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACIE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICH ERATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SETH GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT NALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEO SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT (AS OF 1/2025) & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT (UNTIL 1/2025) & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SHORT-TERM ASSISTANCE TO F&D EMPLOYEES EXPERIENCING HARDSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND PROVIDED SHORT-TERM FINANCIAL ASSISTANCE TO QUALIFIED EMPLOYEES OF F&D AND THEIR FAMILIES IN THE EVENT OF UNFORESEEN PERSONAL HARDSHIP RESULTING FROM CERTAIN QUALIFIED DISASTERS OR OTHER PERSONAL HARDSHIPS SUCH AS SERIOUS ILLNESS OR INJURY TO THE EMPLOYEE OR IMMEDIATE FAMILY MEMBER AND OTHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0145495
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0145495
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150138
IRS990EZ/TotalProgramServiceExpensesAmt0145495
IRS990EZ/TotalRevenueAmt0193748
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EXPENSE REIMBURSEMENT - 2021 AMOUNT: $ 10,291. 2022 AMOUNT: $ 6,776. 2024 AMOUNT: $ 9,565.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0193748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0186861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0124949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0159738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0790771
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09565
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010291
IRS990ScheduleA/OtherIncome170Grp/TotalAmt026632
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96740
IRS990ScheduleA/PublicSupportPY170Pct00.96490
IRS990ScheduleA/PublicSupportTotal170Amt0790771
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0193748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0186861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0159738
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0790771
IRS990ScheduleA/TotalSupportAmt0817403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 4,643.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACIE DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04044711634
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE F&D WEST FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0F&DW
ReturnHeader/Filer/EIN0471053796
ReturnHeader/Filer/PhoneNum04044711634
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 WINDY RIDGE PARKWAY SE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 W 5TH STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027101
ReturnHeader/PreparerPersonGrp/PhoneNum03362753394
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN KEARNS
ReturnHeader/ReturnTs02026-03-03T12:06:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-12-27
ReturnHeader/TaxPeriodEndDt02025-12-25
ReturnHeader/TaxYr02025

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