Civic Intelligence

Fred R Fernandez- Irma R Rodriguez

EIN 58-2577821 • Alpharetta, GA

3010 Wellington RoadAlpharetta, GA 30022
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

31%

Faster revenue growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$611,251

Up $15,239 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$611,251

Up $15,239 (+2.6%) from 2023

Revenue

Up

$52,622

Up $12,541 (+31%) from 2023

Expenses

Up

$43,792

Up $5,496 (+14%) from 2023

Net Income

Up

$8,830

Up $7,045 (+395%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $401,718Liabilities 2011: $02011Assets 2012: $396,261Liabilities 2012: $02012Assets 2013: $410,156Liabilities 2013: $0Net Assets 2013: $410,1562013Assets 2014: $443,171Liabilities 2014: $0Net Assets 2014: $443,1712014Assets 2015: $466,469Liabilities 2015: $0Net Assets 2015: $466,4692015Assets 2016: $485,200Liabilities 2016: $0Net Assets 2016: $485,2002016Assets 2017: $489,118Liabilities 2017: $0Net Assets 2017: $489,1182017Assets 2018: $621,596Liabilities 2018: $0Net Assets 2018: $621,5962018Assets 2019: $537,874Liabilities 2019: $0Net Assets 2019: $537,8742019Assets 2020: $583,522Liabilities 2020: $0Net Assets 2020: $562,5492020Assets 2021: $581,800Liabilities 2021: $0Net Assets 2021: $581,8002021Assets 2022: $594,964Liabilities 2022: $0Net Assets 2022: $594,9642022Assets 2023: $596,012Liabilities 2023: $0Net Assets 2023: $596,0122023Assets 2024: $611,251Liabilities 2024: $0Net Assets 2024: $611,2512024

Highlighted filing

2024

Assets$611,251
Liabilities$0
Net Assets$611,251

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $15,504Expenses 2011: $19,155Net Income 2011: -$3,6512011Revenue 2012: $16,266Expenses 2012: $21,723Net Income 2012: -$5,4572012Revenue 2013: $34,317Expenses 2013: $17,922Net Income 2013: $16,3952013Revenue 2014: $49,580Expenses 2014: $19,565Net Income 2014: $30,0152014Revenue 2015: $40,250Expenses 2015: $23,463Net Income 2015: $16,7872015Revenue 2016: $41,086Expenses 2016: $22,355Net Income 2016: $18,7312016Revenue 2017: $39,029Expenses 2017: $33,123Net Income 2017: $5,9062017Revenue 2018: $165,723Expenses 2018: $32,091Net Income 2018: $133,6322018Revenue 2019: $31,940Expenses 2019: $41,167Net Income 2019: -$9,2272019Revenue 2020: $67,984Expenses 2020: $40,542Net Income 2020: $27,4422020Revenue 2021: $62,901Expenses 2021: $46,213Net Income 2021: $16,6882021Revenue 2022: $51,232Expenses 2022: $37,635Net Income 2022: $13,5972022Revenue 2023: $40,081Expenses 2023: $38,296Net Income 2023: $1,7852023Revenue 2024: $52,622Expenses 2024: $43,792Net Income 2024: $8,8302024

Highlighted filing

2024

Revenue$52,622
Expenses$43,792
Net Income$8,830

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.53$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.40$0.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.51$0.38$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.63$0.46$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.63$0.68$0.41$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.32$0.41$0.09
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.66$0.32$1.34
2017Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.39$0.33$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.41$0.22$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.23$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.50$0.20$0.30
2013Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.34$0.18$0.16
2012Summary only. Only limited summary data is available for this year.$3.96$0.00$0.16$0.22$0.05
2011Summary only. Only limited summary data is available for this year.$4.02$0.00$0.16$0.19$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED R FERNANDEZPresident-$0--
IRMA R RODRIGUEZCFO & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Fred R Fernandez- Irma R Rodriguez
EIN
58-2577821
In Care Of
% IRMA RODRIGUEZ
Phone
7703439190
Address
3010 WELLINGTON ROAD, ALPHARETTA, GA 30022

Signing Officer

Name
Fred Fernandez
Title
President
Phone
7703439190
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Advisory LLC
Address
271 17TH STREET NW SUITE 2100, ATLANTA, GA 30363
Preparer
Mark E Abrams
Phone
4048746244
Raw XML Appendix381 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03010 WELLINGTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13010 WELLINGTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ALPHARETTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALPHARETTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt033000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt033000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03010 WELLINGTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALPHARETTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0IRMA RODRIGUEZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum07703439190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various Benefits
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0see attached statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see attached statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0235
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032765
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037159
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032765
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRED FERNANDEZ IRMA RODRIGUEZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03010 WELLINGTON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Alpharetta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt022947
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0757
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SUPPLIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0325
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0325
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO CONVERT BOOK VALUE TO COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FAX, COPIES, POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GA STATE REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0757
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15583
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15583
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUNDS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06409
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO CONVERT BOOK VALUE TO COST
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/Amt181
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0206
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07703439190
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED R FERNANDEZ- IRMA R RODRIGUEZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0582577821
ReturnHeader/Filer/InCareOfNm0% IRMA RODRIGUEZ
ReturnHeader/Filer/PhoneNum07703439190
ReturnHeader/Filer/USAddress/AddressLine1Txt03010 WELLINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0ALPHARETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET NW SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E ABRAMS
ReturnHeader/ReturnTs02025-05-15T13:48:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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