Civic Intelligence

Barrett Strong Foundation

990EZ • Fiscal year 2023 • EIN 84-2059129

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profilethebarrettstrongfoundation.org
3453 Stoney Creek StreetSpringfield, OH 45504

(937) 505-9102

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.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

64th percentile

12%

Higher net margin than 64% 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

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$87,664

Up $8,202 (+10%) from 2022

Net Assets

Up

$87,664

Up $8,202 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Down

$70,956

Down $9,946 (-12%) from 2022

Expenses

Down

$62,754

Down $6,740 (-9.7%) from 2022

Net Income

Down

$8,202

Down $3,206 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$100K$50K$0Assets 2022: $79,462Liabilities 2022: $0Net Assets 2022: $79,4622022Assets 2023: $87,664Liabilities 2023: $0Net Assets 2023: $87,6642023Assets 2024: $92,344Net Assets 2024: $92,3442024

Highlighted filing

2023

Assets$87,664
Liabilities$0
Net Assets$87,664
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0Revenue 2022: $80,902Expenses 2022: $69,494Net Income 2022: $11,4082022Revenue 2023: $70,956Expenses 2023: $62,754Net Income 2023: $8,2022023Revenue 2024: $52,175Expenses 2024: $47,495Net Income 2024: $4,6802024

Highlighted filing

2023

Revenue$70,956
Expenses$62,754
Net Income$8,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$70,956
Mission and Program Overview

Mission

To honor and memorialize the life of Barrett Fitzsimmons thru fun family centered events by hosting functions that raise funds to support causes that directly impacted Barretts hard-fought journey.

Program Services

DescriptionGrantsExpenses
Grant funds for organizations who support pediatric cancer research$28,000$28,000
Other program services$26,206$9,209
Clark County Student Scholarships in memory of Barrett Fitzsimmons$16,750$16,750
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan FitzsimmonsPresident-$0--
Lana FitzsimmonsTreasurer-$0--
Scott GreeneDirector-$0--
Kristen FitzsimmonsDirector-$0--
Jennifer BrentlingerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Barrett Strong Foundation
EIN
84-2059129
Phone
9375059102
Address
3453 Stoney Creek Street, Springfield, OH 45504

Signing Officer

Name
Jonathan Fitzsimmons
Title
President
Phone
9375059102
Signed
2024-05-15
Supplemental Narrative

Additional Explanations

Part I, Line 10

“The Barrett Fitzsimmons Memorial Scholarship Nationwide Children's Hospital Pediatric Cancer Research Ronald McDonald House Charities of Dayton”

Part I, Line 16

“Other Program Expenses”

Raw XML Appendix143 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/PersonNm0Jonathan Fitzsimmons
IRS990EZ/BooksInCareOfDetail/PhoneNum09376056005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03453 Stoney Creek St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Springfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079462
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt070956
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08202
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079462
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087664
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051794
IRS990EZ/GrossReceiptsAmt070956
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079462
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079462
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jonathan Fitzsimmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lana Fitzsimmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Greene
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Fitzsimmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Brentlinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To honor and memorialize the life of Barrett Fitzsimmons thru fun family centered events by hosting functions that raise funds to support causes that directly impacted Barretts hard-fought journey.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant funds for organizations who support pediatric cancer research
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Clark County Student Scholarships in memory of Barrett Fitzsimmons
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116750
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt226206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062754
IRS990EZ/TotalProgramServiceExpensesAmt053959
IRS990EZ/TotalRevenueAmt070956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0thebarrettstrongfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0285524
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0285524
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041088
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0285524
IRS990ScheduleA/TotalSupportAmt0285524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Barrett Fitzsimmons Memorial Scholarship Nationwide Children's Hospital Pediatric Cancer Research Ronald McDonald House Charities of Dayton
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Program Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Fitzsimmons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09375059102
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARRETT STRONG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0842059129
ReturnHeader/Filer/PhoneNum09375059102
ReturnHeader/Filer/USAddress/AddressLine1Txt03453 Stoney Creek Street
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045504
ReturnHeader/ReturnTs02024-05-15T01:57:37Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$87,664
Liabilities
$0
Net assets
$87,664
Revenue
$70,956
Expenses
$62,754
Net income
$8,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.3$92.3$52.2$47.5$4.68
2023Detailed filing. Detailed filing data is available for this year.$87.7$0.00$87.7$71.0$62.8$8.20
2022Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$80.9$69.5$11.4