Civic Intelligence

Fnz Foundation Inc.

990PF • Fiscal year 2019 • EIN 66-0535017

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-362%

Higher net margin than 5% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

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.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Asset Growth

15th percentile

-5.1%

Faster asset growth than 15% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-82%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$6,015,820

Down $326,504 (-5.1%) from 2018

Net Assets

Down

$6,015,820

Down $326,504 (-5.1%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue

Down

$90,902

Down $405,179 (-82%) from 2018

Expenses

Down

$419,751

Down $47,858 (-10%) from 2018

Net Income

Down

-$328,849

Down $357,321 (-1255%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$6,015,820
Liabilities$1
Net Assets$6,015,820

Operations Trend

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

2019

Revenue$90,902
Expenses$419,751
Net Income-$328,849
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN KLAUPresident-$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
Susan Klau
Title
President
Phone
3369077116
Signed
2020-11-15

Preparer

Firm
Shahbaz Carothers & Company Pa
Address
2102 N ELM ST SUITE A, GREENSBORO, NC 27408
Preparer
Ken Shahbaz
Phone
3365741438
Raw XML Appendix380 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07654278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07583572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06441848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08991969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08052221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07771454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0343155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256963
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0343155
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0343155
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0343155
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/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0SUSAN KLAU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03611 B WILDFLOWER DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENSBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027410
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03369077116
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHED LIST
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0343155
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FNZ FOUNDATION CO JAMES KLAU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03369077116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03611 B WILDFLOWER DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0UNIT B
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GREENSBORO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0343155
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/TotalGrantOrContriPdDurYrAmt0343155
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/AppliedToCurrentYearAmt0343155
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0380965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037810
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064103
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0343155
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066970
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104780
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SCH 6
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0929
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02014270
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt173300
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt284063
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt372751
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXHANGE TRADED FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CROWN CASTLE INT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2WYEERHAEUSER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3PROLOGIS INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02014270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt171958
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt272751
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt384063
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02160985
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1129783
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt296182
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt381661
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0193
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02345
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt072232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGMENT SCH 6
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt072232
TaxesSchedule/TaxesDetail/Amt0920
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES SCH 6
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KLAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03369077116
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
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/AtSubmissionCreationDeviceId0A73A61A80FE79FF4D2F6D2CA791F64C197D653CB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002B56B56798009FB6D35BD8C0C1E853424CAE973
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.28.218
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:11:39
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/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN SHAHBAZ
ReturnHeader/ReturnTs02020-11-13T08:11:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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