Civic Intelligence

Fnz Foundation Inc.

990PF • Fiscal year 2017 • EIN 66-0535017

Jan 01, 2017 to Dec 31, 2017 • Filed on May 21, 2018

Organization Profile
3611-b Wildflower DrGreensboro, NC 27410

(336) 907-7116

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2017 filings • NTEE T • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.00x

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

2017 filings • NTEE T • $5M-$10M nonprofits • Source year 2017

Net Margin

73rd percentile

53%

Higher net margin than 73% of similar nonprofits.

2017 filings • NTEE T • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • NTEE T • $5M-$10M nonprofits • Source year 2017

Asset Growth

90th percentile

66%

Faster asset growth than 90% of similar nonprofits.

2017 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$6,368,057

Up $4,057,935 (+176%) from 2015

Net Assets

$6,368,057

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin73rd percentile

Revenue

Up

$1,064,968

Up $205,616 (+24%) from 2015

Expenses

Up

$496,279

Up $82,857 (+20%) from 2015

Net Income

Up

$568,689

Up $122,759 (+28%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,350,558Liabilities 2011: $02011Assets 2012: $6,055,310Liabilities 2012: $02012Assets 2013: $7,342,953Liabilities 2013: $02013Assets 2014: $2,040,181Liabilities 2014: $02014Assets 2015: $2,310,122Liabilities 2015: $02015Assets 2017: $6,368,057Liabilities 2017: $0Net Assets 2017: $6,368,0572017Assets 2018: $6,342,324Liabilities 2018: $0Net Assets 2018: $6,342,3242018Assets 2019: $6,015,820Liabilities 2019: $1Net Assets 2019: $6,015,8202019Assets 2020: $5,793,997Liabilities 2020: $1Net Assets 2020: $5,793,9972020Assets 2021: $6,343,001Liabilities 2021: $1Net Assets 2021: $6,343,0012021Assets 2022: $6,155,732Liabilities 2022: $1Net Assets 2022: $6,155,7322022Assets 2023: $5,873,285Liabilities 2023: $1Net Assets 2023: $5,873,3222023Assets 2024: $5,626,185Liabilities 2024: $0Net Assets 2024: $5,626,1852024

Highlighted filing

2017

Assets$6,368,057
Liabilities$0
Net Assets$6,368,057
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $300,557Expenses 2011: $466,474Net Income 2011: -$165,9172011Revenue 2012: -$88,201Expenses 2012: $431,741Net Income 2012: -$519,9422012Revenue 2013: $134,041Expenses 2013: $818,509Net Income 2013: -$684,4682013Revenue 2014: $332,191Expenses 2014: $423,998Net Income 2014: -$91,8072014Revenue 2015: $859,352Expenses 2015: $413,422Net Income 2015: $445,9302015Revenue 2017: $1,064,968Expenses 2017: $496,279Net Income 2017: $568,6892017Revenue 2018: $496,081Expenses 2018: $467,609Net Income 2018: $28,4722018Revenue 2019: $90,902Expenses 2019: $419,751Net Income 2019: -$328,8492019Revenue 2020: $320,260Expenses 2020: $495,288Net Income 2020: -$175,0282020Revenue 2021: $836,894Expenses 2021: $560,451Net Income 2021: $276,4432021Revenue 2022: $718,029Expenses 2022: $510,719Net Income 2022: $207,3102022Revenue 2023: $933,145Expenses 2023: $519,819Net Income 2023: $413,3262023Revenue 2024: $318,175Expenses 2024: $114,572Net Income 2024: $203,6032024

Highlighted filing

2017

Revenue$1,064,968
Expenses$496,279
Net Income$568,689
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 21, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D KLAUPresident-$0--
SUSAN L KLAUVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Fnz Foundation Inc
EIN
66-0535017
Phone
3369077116
Address
3611-B WILDFLOWER DR, GREENSBORO, NC 27410

Signing Officer

Name
James D Klau
Title
President
Phone
3369077116
Signed
2018-05-21

Preparer

Firm
Shahbaz Carothers & Company Pa
Address
2102 N ELM ST SUITE A, GREENSBORO, NC 27408
Preparer
Ken Shahbaz
Phone
3365741438
Raw XML Appendix311 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/GrantOrContributionPurposeTxt0SEE DATA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03611 WILDFLOWER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027410
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0404152
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0NEWPORT MUSIC FESTIVAL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0CULTURAL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0MEMBER OF BOARD OF DIRECTORS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0302239
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0302239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0409084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0510997
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0409084
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0404152
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101913
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0543381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0441468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0439
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt045048
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt180628
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt237932
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3320890
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXHANGE TRADED FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CROWN CASTLE INT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CROWN CASTLE INT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3SPDR 500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4SPDR 500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5WYEERHAEUSER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02261969
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt173300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt284063
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02402571
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1101352
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt295343
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0305539
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET GAINS REINVESTED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt072335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt072335
TaxesSchedule/TaxesDetail/Amt01479
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D KLAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03369077116
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FNZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FNZF
ReturnHeader/Filer/EIN0660535017
ReturnHeader/Filer/PhoneNum03369077116
ReturnHeader/Filer/USAddress/AddressLine1Txt03611-B WILDFLOWER DR
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00AA09B49A8377BAE030859371C090FD15906278B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA4B62874B6D3536D0511949645A4EE55B0CDA83
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.28.218
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:18:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562054429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHBAZ CAROTHERS & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 N ELM ST SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03365741438
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN SHAHBAZ
ReturnHeader/ReturnTs02018-11-01T10:18:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,368,057
Liabilities
$0
Net assets
$6,368,057
Revenue
$1,064,968
Expenses
$496,279
Net income
$568,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.32$0.11$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.93$0.52$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.72$0.51$0.21
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.84$0.56$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.32$0.50$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.09$0.42$0.33
2018Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.50$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$1.06$0.50$0.57
2015Summary only. Only limited summary data is available for this year.$2.31$0.00$0.86$0.41$0.45
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$0.33$0.42$0.09
2013Summary only. Only limited summary data is available for this year.$7.34$0.00$0.13$0.82$0.68
2012Summary only. Only limited summary data is available for this year.$6.06$0.00$0.09$0.43$0.52
2011Summary only. Only limited summary data is available for this year.$6.35$0.00$0.30$0.47$0.17