Civic Intelligence

Fitzgerald Family Foundation

990PF • Fiscal year 2019 • EIN 71-0927809

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

Organization Profile
2204 Brentwood Drive NWCleveland, TN 37311

(423) 715-4993

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-144%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,014,090

Up $64,517 (+6.8%) from 2018

Net Assets

Up

$1,014,090

Up $64,517 (+6.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Up

$51,764

Up $16,495 (+47%) from 2018

Expenses

Up

$126,074

Up $49,323 (+64%) from 2018

Net Income

Down

-$74,310

Down $32,828 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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: $0Net 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

2019

Assets$1,014,090
Liabilities$0
Net Assets$1,014,090
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

2019

Revenue$51,764
Expenses$126,074
Net Income-$74,310
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY R FITZGERALDPresident-$0--
MARGO R FITZGERALDSecretary-$0--
DON KORNTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fitzgerald Family Foundation
EIN
71-0927809
Phone
4237154993
Address
2204 BRENTWOOD DRIVE NW, CLEVELAND, TN 37311

Signing Officer

Name
Rodney R Fitzgerald
Title
President
Phone
4237154993
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Wedgewood Accounting Pllc
Address
4395 N OCOEE ST, CLEVELAND, TN 37312-4832
Preparer
Angela K Ritchey CPA
Phone
4234765581
Raw XML Appendix313 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/PersonNm2DON KORN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRADCLEV PUBLIC EDUCATION FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NOURA INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LEE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNITED WAY OF THE OCOEE REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CLEVELAND FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11112 GLENMORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21120 NORTH OCOEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt385 SOUTH OCOEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4220 URBANE ROAD NE
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/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113500
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/AppliedToCurrentYearAmt058873
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0114246
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028953
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055527
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0190906
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135379
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0138827
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADDITIONAL INVESTMENT BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - REGIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010964
TaxesSchedule/TaxesDetail/Amt0690
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE CORPORATE FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0690
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY R FITZGERALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04237154993
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZGERALD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0710927809
ReturnHeader/Filer/PhoneNum04237154993
ReturnHeader/Filer/USAddress/AddressLine1Txt02204 BRENTWOOD DRIVE NW
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620798554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEDGEWOOD ACCOUNTING PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04395 N OCOEE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0373124832
ReturnHeader/PreparerPersonGrp/PhoneNum04234765581
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA K RITCHEY CPA
ReturnHeader/ReturnTs02020-07-07T11:43:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,014,090
Liabilities
$0
Net assets
$1,014,090
Revenue
$51,764
Expenses
$126,074
Net income
-$74,310
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