Civic Intelligence

Fritz Institute

990 • Fiscal year 2016 • EIN 74-3026536

Dec 01, 2015 to Nov 30, 2016 • Filed on Oct 02, 2017

Organization ProfileWWW.FRITZINSTITUTE.ORG
PO Box 389Graton, CA 95444

(415) 538-8300

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.02x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

6.1%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$187,097

Up $30,955 (+20%) from 2015

Net Assets

Up

$179,650

Up $24,060 (+15%) from 2015

Liabilities

Up

$7,447

Up $6,895 (+1249%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin57th percentile

Revenue

Up

$474,958

Up $115,194 (+32%) from 2015

Expenses

Up

$446,001

Up $18,404 (+4.3%) from 2015

Net Income

Up

$28,957

Up $96,790 (+143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$200K$0-$200KAssets 2011: $381,336Liabilities 2011: $53,049Net Assets 2011: $328,2872011Assets 2012: $164,732Liabilities 2012: $50,068Net Assets 2012: $114,6642012Assets 2013: $177,368Liabilities 2013: $15,028Net Assets 2013: $162,3402013Assets 2014: $229,456Liabilities 2014: $3,262Net Assets 2014: $226,1942014Assets 2015: $156,142Liabilities 2015: $552Net Assets 2015: $155,5902015Assets 2016: $187,097Liabilities 2016: $7,447Net Assets 2016: $179,6502016Assets 2017: $142,035Liabilities 2017: $13,285Net Assets 2017: $128,7502017Assets 2018: $135,070Liabilities 2018: $3,011Net Assets 2018: $132,0592018Assets 2019: $32,881Liabilities 2019: $20,769Net Assets 2019: $12,1122019Assets 2020: $132,912Liabilities 2020: $46,740Net Assets 2020: $86,1722020Assets 2021: $1,775Liabilities 2021: $53,251Net Assets 2021: -$51,4762021Assets 2022: $135,036Liabilities 2022: $64,658Net Assets 2022: $70,3782022Assets 2023: $135,323Liabilities 2023: $1,352Net Assets 2023: $133,9712023Assets 2024: $15,696Liabilities 2024: $633Net Assets 2024: $15,0632024

Highlighted filing

2016

Assets$187,097
Liabilities$7,447
Net Assets$179,650
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $332,4322011Expenses 2012: $471,5742012Expenses 2013: $317,7232013Revenue 2014: $252,394Expenses 2014: $185,092Net Income 2014: $67,3022014Revenue 2015: $359,764Expenses 2015: $427,597Net Income 2015: -$67,8332015Revenue 2016: $474,958Expenses 2016: $446,001Net Income 2016: $28,9572016Revenue 2017: $294,161Expenses 2017: $339,736Net Income 2017: -$45,5752017Revenue 2018: $209,775Expenses 2018: $204,671Net Income 2018: $5,1042018Revenue 2019: $201,602Expenses 2019: $318,041Net Income 2019: -$116,4392019Revenue 2020: $449,859Expenses 2020: $373,879Net Income 2020: $75,9802020Revenue 2021: $80,684Expenses 2021: $218,129Net Income 2021: -$137,4452021Revenue 2022: $285,500Expenses 2022: $162,192Net Income 2022: $123,3082022Revenue 2023: $389,211Expenses 2023: $323,646Net Income 2023: $65,5652023Revenue 2024: $357,509Expenses 2024: $472,658Net Income 2024: -$115,1492024

Highlighted filing

2016

Revenue$474,958
Expenses$446,001
Net Income$28,957
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Oct 2, 2017
Return Version
2015v3.0
Gross Receipts
$474,958
Mission and Program Overview

Mission

Fritz institute works in partnership with governments, nonprofit organizations and corporations around the world to enable preparedness and effectiveness in humanitarian relief through the creation and deployment of appropriate processes, systems, and standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$153,747$184,921▲ $31,174
Prepaid Expenses and Deferred Charges$2,395$2,176▼ $219
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$156,142$187,097▲ $30,955
Liabilities
Accounts Payable and Accrued Expenses$552$7,447▲ $6,895
Total Liabilities$552$7,447▲ $6,895
Net Assets / Fund Balance
Unrestricted Net Assets$97,222$140,757▲ $43,535
Temporarily Rstr Net Assets$58,368$38,893▼ $19,475
Total Net Assets Fund Balance$155,590$179,650▲ $24,060
Total Liabilities and Net Assets / Fund Balance$156,142$187,097▲ $30,955

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,986$3,986
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Lynn C FritzChairman
Anisya Thomas FritzDirector
Bernard OsherDirector
David CoulterDirector
Goery DelacoteDirector
Paul OtelliniDirector
Phillip a MarineauDirector
Richard SambrookDirector
Robert AlspaughDirector
Robert G SproulDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$474,945
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
Change in Net Assets
$28,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$381,456$11,282-$392,738
Travel$38,756--$38,756
Fees for Services Accounting-$4,800-$4,800
Insurance-$2,949-$2,949
Fees for Services Legal-$789-$789
Information Technology$265--$265
Office Expenses$191$5-$196
Other Expenses$258$25-$25
Total Functional Expenses$425,823$20,178$0$446,001
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-CHAIRMAN; OWNER OF COMPANY THAT DONATED SERVICESDonated Business Services to Fritz InstituteNo$4,707
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Explanation: lynn c. Fritz is married to anisya thomas fritz.”

Form 990, Part VI, Section B, Line 11

“Explanation: form 990 is reviewed by chairman and financial advisor chairman.”

Form 990, Part VI, Section B, Line 12C

“Explanation: annual questionnaires and discussions by senior management and board members.”

Form 990, Part VI, Section B, Line 15

“Explanation: surveys are done for senior management compensation of like organizations.”

Form 990, Part VI, Section C, Line 19

“Explanation: the fritz institute makes its governing documents, conflict of interest, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Fritz Institute
EIN
74-3026536
Phone
4155388300
Address
PO BOX 389, GRATON, CA 95444

Signing Officer

Name
Lynn C Fritz
Title
Chairman
Phone
4155388300
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn C Fritz
Formed
2001
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Dal Poggetto & Co Llp
Address
149 STONY CIRCLE FIRST FLOOR, SANTA ROSA, CA 95401
Preparer
Catherine E Sewell
Phone
7075453311
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 381,456. Management and general expenses 11,282. Fundraising expenses 0. Total expenses 392,738.”

FORM 990, PART XI, LINE 9:

“Meals and entertainment - 50% -4,897.”

Raw XML Appendix379 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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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt097036
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75180
IRS990ScheduleA/PublicSupportPY170Pct00.59520
IRS990ScheduleA/PublicSupportTotal170Amt01183228
IRS990ScheduleA/SubstantialContributorsTotAmt0390075
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0474945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0361748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0241004
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0275000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0220606
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01573303
IRS990ScheduleA/TotalSupportAmt01573763
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03986
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0LYNN C FRITZ
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CHAIRMAN; OWNER OF COMPANY THAT DONATED SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt04707
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATED BUSINESS SERVICES TO FRITZ INSTITUTE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: LYNN C. FRITZ IS MARRIED TO ANISYA THOMAS FRITZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: FORM 990 IS REVIEWED BY CHAIRMAN AND FINANCIAL ADVISOR CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: ANNUAL QUESTIONNAIRES AND DISCUSSIONS BY SENIOR MANAGEMENT AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: SURVEYS ARE DONE FOR SENIOR MANAGEMENT COMPENSATION OF LIKE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: THE FRITZ INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING: PROGRAM SERVICE EXPENSES 381,456. MANAGEMENT AND GENERAL EXPENSES 11,282. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392,738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS AND ENTERTAINMENT - 50% -4,897.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt058368
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt038893
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0156142
IRS990/TotalAssetsEOYAmt0187097
IRS990/TotalAssetsGrp/BOYAmt0156142
IRS990/TotalAssetsGrp/EOYAmt0187097
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0474945
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0425823
IRS990/TotalFunctionalExpensesGrp/TotalAmt0446001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0552
IRS990/TotalLiabilitiesEOYAmt07447
IRS990/TotalLiabilitiesGrp/BOYAmt0552
IRS990/TotalLiabilitiesGrp/EOYAmt07447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155590
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0179650
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0425823
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0474958
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156142
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0187097
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt038756
IRS990/TravelGrp/TotalAmt038756
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt097222
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0140757
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 389
IRS990/USAddress/CityNm0GRATON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095444
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.FRITZINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN C FRITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04155388300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRITZ INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0FRIT
ReturnHeader/Filer/EIN0743026536
ReturnHeader/Filer/PhoneNum04155388300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 389
ReturnHeader/Filer/USAddress/CityNm0GRATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095444
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680289709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAL POGGETTO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0149 STONY CIRCLE FIRST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095401
ReturnHeader/PreparerPersonGrp/PhoneNum07075453311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E SEWELL
ReturnHeader/ReturnTs02017-10-05T17:30:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,097
Liabilities
$7,447
Net assets
$179,650
Revenue
$474,958
Expenses
$446,001
Net income
$28,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.01$0.15$3.58$4.73$1.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.01$1.34$3.89$3.24$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.65$0.70$2.86$1.62$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.53$0.51$0.81$2.18$1.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.47$0.86$4.50$3.74$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.21$0.12$2.02$3.18$1.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.03$1.32$2.10$2.05$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.13$1.29$2.94$3.40$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.07$1.80$4.75$4.46$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.01$1.56$3.60$4.28$0.68
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$2.52$1.85$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.15$1.62$3.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.50$1.15$4.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.53$3.28$3.32