Civic Intelligence

The Azby Fund

990PF • Fiscal year 2021 • EIN 72-6049781

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

650 Poydras Street 2521New Orleans, LA 70130

(504) 581-2549

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

82nd percentile

50%

Higher net margin than 82% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$184,239

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

54th percentile

10%

Faster asset growth than 54% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

242%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$20,674,216

Up $1,890,066 (+10%) from 2020

Net Assets

Up

$20,659,866

Up $1,950,066 (+10%) from 2020

Liabilities

Down

$14,350

Down $60,000 (-81%) from 2020

Revenue

Up

$3,909,950

Up $2,766,542 (+242%) from 2020

Expenses

Up

$1,959,884

Up $499,424 (+34%) from 2020

Net Income

Up

$1,950,066

Up $2,267,118 (+715%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $16,120,633Liabilities 2011: $8,0002011Assets 2012: $16,169,403Liabilities 2012: $8,0002012Assets 2013: $16,860,051Liabilities 2013: $8,000Net Assets 2013: $16,852,0512013Assets 2014: $17,464,791Liabilities 2014: $8,0002014Assets 2015: $17,140,203Liabilities 2015: $14,3502015Assets 2019: $19,053,688Liabilities 2019: $26,8362019Assets 2020: $18,784,150Liabilities 2020: $74,350Net Assets 2020: $18,709,8002020Assets 2021: $20,674,216Liabilities 2021: $14,350Net Assets 2021: $20,659,8662021Assets 2022: $25,686,973Liabilities 2022: $15,296Net Assets 2022: $25,671,6772022Assets 2023: $25,573,711Liabilities 2023: $16,850Net Assets 2023: $25,556,8612023Assets 2024: $25,835,607Liabilities 2024: $16,850Net Assets 2024: $25,818,7572024

Highlighted filing

2021

Assets$20,674,216
Liabilities$14,350
Net Assets$20,659,866

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,301,533Expenses 2011: $1,183,875Net Income 2011: $117,6582011Revenue 2012: $1,494,202Expenses 2012: $1,445,432Net Income 2012: $48,7702012Revenue 2013: $2,427,762Expenses 2013: $1,737,114Net Income 2013: $690,6482013Revenue 2014: $2,084,327Expenses 2014: $1,479,587Net Income 2014: $604,7402014Revenue 2015: $1,564,196Expenses 2015: $1,895,134Net Income 2015: -$330,9382015Revenue 2019: $3,129,600Expenses 2019: $1,671,342Net Income 2019: $1,458,2582019Revenue 2020: $1,143,408Expenses 2020: $1,460,460Net Income 2020: -$317,0522020Revenue 2021: $3,909,950Expenses 2021: $1,959,884Net Income 2021: $1,950,0662021Revenue 2022: $6,888,629Expenses 2022: $1,876,818Net Income 2022: $5,011,8112022Revenue 2023: $1,525,363Expenses 2023: $1,640,179Net Income 2023: -$114,8162023Revenue 2024: $2,199,279Expenses 2024: $1,937,383Net Income 2024: $261,8962024

Highlighted filing

2021

Revenue$3,909,950
Expenses$1,959,884
Net Income$1,950,066
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick W FitzmorrisExecutive DirectorFT$155,839$28,400$184,239
Michael S LiebaertSecretary TreasurerFT$80,280$13,000$93,280
Michael S LiebaertExecutive Director Retired-$0$61,771$61,771
Ann FitzmorrisPresident-$0--
Aimee' F SiegelDirector-$0--
Thomas B LemannSecretary Treasurer-$0--
Samuel S Farnet JrVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Azby Fund
EIN
72-6049781
Phone
5045812549
Address
650 Poydras Street 2521, New Orleans, LA 70130

Signing Officer

Name
Patrick W Fitzmorris
Title
Managing Director
Phone
5045242549
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Hanlon Stirton & Midkiff Llp
Address
650 POYDRAS ST SUITE 2250, NEW ORLEANS, LA 70130
Phone
5045689881
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