Civic Intelligence

Fitzhugh Trust

990PF • Fiscal year 2024 • EIN 77-0151723

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 17, 2024

Organization Profile
PO Box 4422Paso Robles, CA 93447

(805) 975-2117

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

1.6%

Faster asset growth than 53% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

79%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$188,873

Up $2,991 (+1.6%) from 2023

Net Assets

Up

$188,873

Up $2,991 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$11,121

Up $4,901 (+79%) from 2023

Expenses

Up

$8,130

Up $3,201 (+65%) from 2023

Net Income

Up

$2,991

Up $1,700 (+132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $239,719Liabilities 2011: $2,5002011Assets 2012: $232,732Liabilities 2012: $02012Assets 2013: $231,269Liabilities 2013: $0Net Assets 2013: $231,2692013Assets 2014: $230,840Liabilities 2014: $0Net Assets 2014: $230,8402014Assets 2015: $227,447Liabilities 2015: $0Net Assets 2015: $227,4472015Assets 2016: $224,256Liabilities 2016: $0Net Assets 2016: $224,2562016Assets 2017: $218,746Liabilities 2017: $0Net Assets 2017: $218,7462017Assets 2018: $208,627Liabilities 2018: $0Net Assets 2018: $208,6272018Assets 2019: $198,328Liabilities 2019: $0Net Assets 2019: $198,3282019Assets 2020: $185,640Liabilities 2020: $0Net Assets 2020: $185,6402020Assets 2021: $186,249Liabilities 2021: $0Net Assets 2021: $186,2492021Assets 2022: $186,466Liabilities 2022: $0Net Assets 2022: $186,4662022Assets 2023: $185,882Liabilities 2023: $0Net Assets 2023: $185,8822023Assets 2024: $188,873Liabilities 2024: $0Net Assets 2024: $188,8732024Assets 2025: $190,821Liabilities 2025: $0Net Assets 2025: $190,8212025

Highlighted filing

2024

Assets$188,873
Liabilities$0
Net Assets$188,873
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $5,705Expenses 2011: $6,200Net Income 2011: -$4952011Revenue 2012: $4,218Expenses 2012: $8,704Net Income 2012: -$4,4862012Expenses 2013: $7,1272013Revenue 2014: $8,368Expenses 2014: $8,797Net Income 2014: -$4292014Revenue 2015: $4,146Expenses 2015: $7,539Net Income 2015: -$3,3932015Revenue 2016: $3,999Expenses 2016: $7,190Net Income 2016: -$3,1912016Revenue 2017: $2,696Expenses 2017: $8,226Net Income 2017: -$5,5302017Revenue 2018: $1,204Expenses 2018: $11,323Net Income 2018: -$10,1192018Revenue 2019: $1,659Expenses 2019: $11,958Net Income 2019: -$10,2992019Revenue 2020: $4,489Expenses 2020: $17,177Net Income 2020: -$12,6882020Revenue 2021: $9,350Expenses 2021: $8,741Net Income 2021: $6092021Revenue 2022: $10,925Expenses 2022: $10,708Net Income 2022: $2172022Revenue 2023: $6,220Expenses 2023: $4,929Net Income 2023: $1,2912023Revenue 2024: $11,121Expenses 2024: $8,130Net Income 2024: $2,9912024Revenue 2025: $15,207Expenses 2025: $13,260Net Income 2025: $1,9472025

Highlighted filing

2024

Revenue$11,121
Expenses$8,130
Net Income$2,991
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN CHASETrustee And ManagerPT$0--
Filing and Contact Details

Filer

Filer Name
Fitzhugh Trust
EIN
77-0151723
In Care Of
% DAN CHASE
Address
PO BOX 4422, Paso Robles, CA 93447

Signing Officer

Name
Dan Chase
Title
Trustee and Manager
Signed
2024-11-17
Raw XML Appendix300 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/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BRUCE SUE CINQUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01310 CYPRESS MOUNTAIN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Paso Robles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093446
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011121
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt155003
LandEtcSchedule2/LandEtcGrp/BookValueAmt0175000
LandEtcSchedule2/LandEtcGrp/BookValueAmt10
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0175000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt155003
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0745000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt10
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FOR TRANSFER TO NEW TRUSTEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01460
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01460
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PER GOOGLE WORKSHEET
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06526
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06526
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET INCOME ONLY
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0144
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAX SAN LUIS OBISPO COUNTY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0144
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum08059752117
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN CHASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE AND MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZHUGH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0770151723
ReturnHeader/Filer/ForeignPhoneNum08059752117
ReturnHeader/Filer/InCareOfNm0% DAN CHASE
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4422
ReturnHeader/Filer/USAddress/CityNm0Paso Robles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093447
ReturnHeader/ReturnTs02024-11-17T23:44:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,873
Liabilities
$0
Net assets
$188,873
Revenue
$11,121
Expenses
$8,130
Net income
$2,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.02$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.01$0.11$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.03$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.04$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.08$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.04$0.09$0.04
2011Summary only. Only limited summary data is available for this year.$2.40$0.03$0.06$0.06$0.00