Civic Intelligence

Fitzgerald Family Foundation

990PF • Fiscal year 2017 • EIN 71-0927809

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

2204 Brentwood Drive NWCleveland, TN 37311

(423) 479-4992

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-84%

Higher net margin than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$991,055

Down $28,662 (-2.8%) from 2016

Net Assets

Down

$991,055

Down $28,662 (-2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$34,136

Up $9,111 (+36%) from 2016

Expenses

Down

$62,798

Down $28,976 (-32%) from 2016

Net Income

Up

-$28,662

Up $38,087 (+57%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,174,185Liabilities 2011: $02011Assets 2012: $1,169,735Liabilities 2012: $0Net Assets 2012: $1,169,7352012Assets 2013: $1,155,386Liabilities 2013: $1Net Assets 2013: $1,155,3862013Assets 2014: $1,165,052Liabilities 2014: $1Net Assets 2014: $1,165,0522014Assets 2015: $1,086,466Liabilities 2015: $1Net Assets 2015: $1,086,4662015Assets 2016: $1,019,717Liabilities 2016: $0Net Assets 2016: $1,019,7172016Assets 2017: $991,055Liabilities 2017: $0Net Assets 2017: $991,0552017Assets 2018: $949,573Liabilities 2018: $0Net Assets 2018: $949,5732018Assets 2019: $1,014,090Liabilities 2019: $1Net Assets 2019: $1,014,0902019Assets 2020: $1,019,785Liabilities 2020: $1Net Assets 2020: $1,019,7852020Assets 2021: $1,002,379Liabilities 2021: $1Net Assets 2021: $1,002,3792021Assets 2022: $984,732Liabilities 2022: $1Net Assets 2022: $984,7322022Assets 2023: $969,185Liabilities 2023: $1Net Assets 2023: $969,1852023Assets 2024: $889,820Liabilities 2024: $0Net Assets 2024: $889,8202024

Highlighted filing

2017

Assets$991,055
Liabilities$0
Net Assets$991,055

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $74,452Expenses 2011: $72,655Net Income 2011: $1,7972011Expenses 2012: $76,9802012Revenue 2013: $124,644Expenses 2013: $138,993Net Income 2013: -$14,3492013Revenue 2014: $161,654Expenses 2014: $151,988Net Income 2014: $9,6662014Revenue 2015: $22,020Expenses 2015: $100,606Net Income 2015: -$78,5862015Revenue 2016: $25,025Expenses 2016: $91,774Net Income 2016: -$66,7492016Revenue 2017: $34,136Expenses 2017: $62,798Net Income 2017: -$28,6622017Revenue 2018: $35,269Expenses 2018: $76,751Net Income 2018: -$41,4822018Revenue 2019: $51,764Expenses 2019: $126,074Net Income 2019: -$74,3102019Revenue 2020: $79,265Expenses 2020: $81,817Net Income 2020: -$2,5522020Revenue 2021: $133,678Expenses 2021: $142,034Net Income 2021: -$8,3562021Revenue 2022: $45,542Expenses 2022: $63,838Net Income 2022: -$18,2962022Revenue 2023: $57,468Expenses 2023: $72,984Net Income 2023: -$15,5162023Revenue 2024: $141,929Expenses 2024: $220,577Net Income 2024: -$78,6482024

Highlighted filing

2017

Revenue$34,136
Expenses$62,798
Net Income-$28,662
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY R FITZGERALDPresident-$0--
MARGO R FITZGERALDSecretary-$0--
GLENN RAMSEYDirector-$0--
THOMAS L WICKESDirector-$0--
TERRY BUCKNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fitzgerald Family Foundation
EIN
71-0927809
Phone
4234794992
Address
2204 BRENTWOOD DRIVE NW, CLEVELAND, TN 37311

Signing Officer

Name
Rodney R Fitzgerald
Title
President
Phone
4234794992
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Arnettkirkseykimseysullivanlayhall
Address
4395 N OCOEE ST, CLEVELAND, TN 37312-4832
Preparer
Vicki P Sullivan CPA
Phone
4234765581
Raw XML Appendix372 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/PersonNm0RODNEY R FITZGERALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGO R FITZGERALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GLENN RAMSEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt89000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRADCLEV PUBLIC EDUCATION FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NOURA INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FAMILY CORNERSTONES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LEE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY OF THE OCOEE REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HABITAT FOR HUMANITY OF CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8YUVA UNSTOPPABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt03RD FLOOR SUBHI COMPLEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0CHIMANLAL GIRDHARLAL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0AHMEDABAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0380009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0GUJARAT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11112 GLENMORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22810 WESTSIDE DRIVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31275 STUART ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41120 NORTH OCOEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt585 SOUTH OCOEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 GROVE AVENUE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7170 NORTH OCOEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CLEVELAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337312
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd737312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
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/AppliedToCurrentYearAmt054850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01597
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0192349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060543
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0192349
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0195327
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - REGIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07524
TaxesSchedule/TaxesDetail/Amt0404
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE CORPORATE FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0404
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY R FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04234794992
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZGERALD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0710927809
ReturnHeader/Filer/PhoneNum04234794992
ReturnHeader/Filer/USAddress/AddressLine1Txt02204 BRENTWOOD DRIVE NW
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037311
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0226B867372B89FF30F3E10DBA9D3587182E2F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBDEB42A6ABA5387BD287A938303C26C6AE96E30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.33.251.30
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:05:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620798554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARNETTKIRKSEYKIMSEYSULLIVANLAYHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04395 N OCOEE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0373124832
ReturnHeader/PreparerPersonGrp/PhoneNum04234765581
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICKI P SULLIVAN CPA
ReturnHeader/ReturnTs02018-05-10T16:05:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.14$0.22$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.16$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.12$0.14$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.07$0.07$0.00