Civic Intelligence

Fullerton Foundation

990EZ • Fiscal year 2022 • EIN 83-3937940

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 28, 2023

Organization ProfileN/A
14155 N 83rd Ave Suite 144Peoria, AZ 85381

(623) 974-0300

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

97th percentile

285%

Faster asset growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$5,221

Up $3,866 (+285%) from 2021

Net Assets

Up

$5,221

Up $3,866 (+285%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Down

$32,119

Down $13,523 (-30%) from 2021

Expenses

Down

$28,253

Down $17,459 (-38%) from 2021

Net Income

Up

$3,866

Up $3,936 (+5623%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0K$4.0K$2.0K$0Assets 2019: $1,327Liabilities 2019: $0Net Assets 2019: $1,3272019Assets 2020: $1,426Liabilities 2020: $0Net Assets 2020: $1,4262020Assets 2021: $1,355Liabilities 2021: $0Net Assets 2021: $1,3552021Assets 2022: $5,221Liabilities 2022: $0Net Assets 2022: $5,2212022Assets 2023: $4,821Liabilities 2023: $0Net Assets 2023: $4,8212023

Highlighted filing

2022

Assets$5,221
Liabilities$0
Net Assets$5,221
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $19,994Expenses 2019: $18,667Net Income 2019: $1,3272019Revenue 2020: $13,210Expenses 2020: $13,111Net Income 2020: $992020Revenue 2021: $45,642Expenses 2021: $45,712Net Income 2021: -$702021Revenue 2022: $32,119Expenses 2022: $28,253Net Income 2022: $3,8662022Revenue 2023: $31,139Expenses 2023: $31,539Net Income 2023: -$4002023

Highlighted filing

2022

Revenue$32,119
Expenses$28,253
Net Income$3,866
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 28, 2023
Return Version
2022v4.1
Gross Receipts
$32,119
Mission and Program Overview

Mission

Dedicated to supporting charities in their community

Program Services

DescriptionGrantsExpenses
ALL OTHER ACCOMPLISHMENTS RELATED TO SUPPORTING CHARITIES IN THEIR COMMUNITY-$27,793
ADMINISTRATIVE EXPENSES--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE FULLERTONPresident-$0--
STEVEN FULLERTONVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Fullerton Foundation
EIN
83-3937940
Phone
6239740300
Address
14155 N 83RD AVE SUITE 144, PEORIA, AZ 85381

Signing Officer

Name
Stephanie Fullerton
Title
President
Phone
6239740300
Signed
2023-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Peak Numbers LLC
Address
3519 CENTER POINT RD NE, CEDAR RAPIDS, IA 52402
Preparer
Bruce Willey
Phone
3193905555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses donations 27,793 total 27,793”

Form 990-ez, Part III, Line 31

“All other accomplishments related to supporting charities in their community”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE FULLERTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06239740300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014155 N 83RD AVE SUITE 144
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEORIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085381
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01355
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032119
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03866
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01355
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05221
IRS990EZ/GrossReceiptsAmt032119
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01355
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01355
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN FULLERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027793
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO SUPPORTING CHARITIES IN THEIR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTRATIVE EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ALL OTHER ACCOMPLISHMENTS RELATED TO SUPPORTING CHARITIES IN THEIR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028253
IRS990EZ/TotalProgramServiceExpensesAmt027793
IRS990EZ/TotalRevenueAmt032119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110965
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0110965
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019994
IRS990ScheduleA/Total509Grp/TotalAmt0110965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019994
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 27,793 TOTAL 27,793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OTHER ACCOMPLISHMENTS RELATED TO SUPPORTING CHARITIES IN THEIR COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06239740300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FULLERTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0833937940
ReturnHeader/Filer/PhoneNum06239740300
ReturnHeader/Filer/USAddress/AddressLine1Txt014155 N 83RD AVE SUITE 144
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085381
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842086487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEAK NUMBERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03519 CENTER POINT RD NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193905555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE WILLEY
ReturnHeader/ReturnTs02023-02-21T17:50:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULLERTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,221
Liabilities
$0
Net assets
$5,221
Revenue
$32,119
Expenses
$28,253
Net income
$3,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$31.1$31.5$0.40
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$32.1$28.3$3.87
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$45.6$45.7$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$13.2$13.1$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$20.0$18.7$1.33