Civic Intelligence

Fritz Institute

990 • Fiscal year 2023 • EIN 74-3026536

Dec 01, 2022 to Nov 30, 2023 • Filed on Jun 12, 2024

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

36%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$135,323

Up $287 (+0.2%) from 2022

Net Assets

Up

$133,971

Up $63,593 (+90%) from 2022

Liabilities

Down

$1,352

Down $63,306 (-98%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin70th percentile

Revenue

Up

$389,211

Up $103,711 (+36%) from 2022

Expenses

Up

$323,646

Up $161,454 (+100%) from 2022

Net Income

Down

$65,565

Down $57,743 (-47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$135,323
Liabilities$1,352
Net Assets$133,971
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$389,211
Expenses$323,646
Net Income$65,565
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jun 12, 2024
Return Version
2022v5.0
Gross Receipts
$389,211
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$133,131$133,418▲ $287
Prepaid Expenses and Deferred Charges$1,905$1,905→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$135,036$135,323▲ $287
Liabilities
Accounts Payable and Accrued Expenses$64,658$1,352▼ $63,306
Total Liabilities$64,658$1,352▼ $63,306
Net Assets / Fund Balance
Net Assets With Donor Restrictions$59,920$97,538▲ $37,618
Net Assets Without Donor Restrictions$10,458$36,433▲ $25,975
Total Net Assets Fund Balance$70,378$133,971▲ $63,593
Total Liabilities and Net Assets / Fund Balance$135,036$135,323▲ $287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,986$3,986
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$389,211
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$65,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,646
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$270,357$9,525-$279,882
Travel$31,690--$31,690
Fees for Services Accounting-$7,230-$7,230
Insurance-$2,464-$2,464
Other Expenses$1,972$408-$408
Total Functional Expenses$304,019$19,627$0$323,646
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
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 35% controlled entity
No
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 11B

“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
2024-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn C Fritz
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
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 270,357. Management and general expenses 9,525. Fundraising expenses 0. Total expenses 279,882.”

FORM 990, PART XI, LINE 9:

“Meals and entertainment - 50% -1,972.”

Raw XML Appendix349 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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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 270,357. MANAGEMENT AND GENERAL EXPENSES 9,525. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 279,882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS AND ENTERTAINMENT - 50% -1,972.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0135036
IRS990/TotalAssetsEOYAmt0135323
IRS990/TotalAssetsGrp/BOYAmt0135036
IRS990/TotalAssetsGrp/EOYAmt0135323
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0389211
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019627
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0304019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323646
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064658
IRS990/TotalLiabilitiesEOYAmt01352
IRS990/TotalLiabilitiesGrp/BOYAmt064658
IRS990/TotalLiabilitiesGrp/EOYAmt01352
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070378
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0133971
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0304019
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0389211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0135036
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135323
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt031690
IRS990/TravelGrp/TotalAmt031690
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 389
IRS990/USAddress/CityNm0GRATON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095444
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.FRITZINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN C FRITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04155388300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
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ReturnHeader/Filer/USAddress/CityNm0GRATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-07-18T17:23:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRITZ
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,323
Liabilities
$1,352
Net assets
$133,971
Revenue
$389,211
Expenses
$323,646
Net income
$65,565
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
2023Detailed filing. Detailed filing data is available for this year.$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