Civic Intelligence

Fortify Foundation

990 • Fiscal year 2023 • EIN 84-3953586

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

Organization Profilefortifyfoundation.com
615 Saint Andrews RoadColumbia, SC 29210

(803) 615-3037

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

95th percentile

126%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

84%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,214,792

Up $2,346,416 (+126%) from 2022

Net Assets

Up

$3,946,158

Up $2,088,399 (+112%) from 2022

Liabilities

Up

$268,634

Up $258,017 (+2430%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$2,239,335

Up $1,023,039 (+84%) from 2022

Expenses

Down

$382,283

Down $100,314 (-21%) from 2022

Net Income

Up

$1,857,052

Up $1,123,353 (+153%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $5,122Liabilities 2020: $0Net Assets 2020: $5,1222020Assets 2021: $1,124,060Liabilities 2021: $0Net Assets 2021: $1,124,0602021Assets 2022: $1,868,376Liabilities 2022: $10,617Net Assets 2022: $1,857,7592022Assets 2023: $4,214,792Liabilities 2023: $268,634Net Assets 2023: $3,946,1582023Assets 2024: $6,670,949Liabilities 2024: $1,293,586Net Assets 2024: $5,377,3632024

Highlighted filing

2023

Assets$4,214,792
Liabilities$268,634
Net Assets$3,946,158
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2020: $72,661Expenses 2020: $67,539Net Income 2020: $5,1222020Revenue 2021: $1,227,041Expenses 2021: $107,392Net Income 2021: $1,119,6492021Revenue 2022: $1,216,296Expenses 2022: $482,597Net Income 2022: $733,6992022Revenue 2023: $2,239,335Expenses 2023: $382,283Net Income 2023: $1,857,0522023Revenue 2024: $1,899,754Expenses 2024: $503,794Net Income 2024: $1,395,9602024

Highlighted filing

2023

Revenue$2,239,335
Expenses$382,283
Net Income$1,857,052
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$2,239,335
Mission and Program Overview

Mission

Fortify Foundation is organized and operated to provide greater opportunity and wider accessibility to Christian education, as well as to improve and broaden the impact of existing Christian schools. The Foundation accomplishes its mission by helping Christian schools raise general and specific endowments and scholarships. The Foundation encourages and facilitates major and planned gifts benefiting each school's fund held and managed by Fortify Foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,535,241$3,846,408▲ $2,311,167
Savings and Temporary Cash Investments$26,469$256,656▲ $230,187
Cash and Non-Interest-Bearing Accounts$306,666$107,478▼ $199,188
Accounts Receivable-$4,250-
Total Assets$1,868,376$4,214,792▲ $2,346,416
Liabilities
Escrow Account Liability-$256,656-
Accounts Payable and Accrued Expenses$10,617$11,978▲ $1,361
Total Liabilities$10,617$268,634▲ $258,017
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,857,759$3,946,158▲ $2,088,399
Total Net Assets Fund Balance$1,857,759$3,946,158▲ $2,088,399
Total Liabilities and Net Assets / Fund Balance$1,868,376$4,214,792▲ $2,346,416

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,535,241$2,112,210▲ $360,636-$3,977,244
2022$891,509$770,664▼ $126,932-$1,535,241
2021-$889,645▲ $2,171-$891,509
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Edward EarwoodPresident
Dan HandfordVice President/Secretary
Jason BoehnDirector
Wyman ShullDirector
Maurice McCaneyDirector - Began 08/2023
JD RyeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,078,569
Program Service Revenue
$0
Investment Income
$148,843
Other Revenue
$11,923
All Other Contributions
$2,078,569
Change in Net Assets
$1,857,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,963
Salaries, Compensation, and Employee Benefits$151,705
Grants and Similar Amounts Paid$4,615
Total Fundraising Expense$2,005
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$149,733--$149,733
Other Salaries and Wages$105,693$35,231-$140,924
Other Expenses-$18,760-$18,760
Fees for Service Investment Mgmnt Fees-$16,732-$16,732
Payroll Taxes-$10,781-$10,781
Travel$10,019--$10,019
Fees for Services Other-$7,531-$7,531
Fees for Services Accounting-$6,513-$6,513
Information Technology$2,600$2,374-$4,974
Office Expenses-$4,644-$4,644
Grants to Domestic Orgs$4,615--$4,615
Insurance-$3,781-$3,781
Conferences and Meetings--$2,005$2,005
Fees for Services Legal-$1,271-$1,271
Total Functional Expenses$272,660$107,618$2,005$382,283
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
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
No
Other officer compensation reviewed
No
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

“Edward Earwood and Dan Handford have a family relationship.”

Form 990, Part VI, Section B, line 11B

“The Foundation's top management official and top financial official each review the Foundation's Form 990 prior to its filing with the IRS. A copy of the final Form 990, in its entirety including Schedule B, is also provided to the Foundation's governing body prior to its filing with the IRS.”

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

“The Foundation has a conflict of interest policy. The policy is distributed to each member of the Foundation's governing body, its officers and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Foundation officials to take appropriate actions as required by the policy.”

Form 990, Part VI, Section C, line 19

“The Foundation provides, upon request, copies of its articles of incorporation, bylaws, conflict of interest policy and its financial statements.”

Filing and Contact Details

Filer

Filer Name
Fortify Foundation
EIN
84-3953586
Phone
8036153037
Address
615 Saint Andrews Road, Columbia, SC 29210

Signing Officer

Name
JD Rye
Title
Treasurer
Phone
8036153037
Signed
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JD Rye
Formed
2019
Legal Domicile
Sc
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Michele M Wales
Phone
4077706000
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“The Foundation acted as an agent on behalf of one of the Christian schools with which it collaborates, Weston Christian Academy, Inc.”

Part V, Line 4:

“The Foundation helps Christian schools raise general and specific endowments to fund school operations and capital campaigns.”

Part I, Line 2 and Part V, Line 1B:

“Contribution income includes an adjustment to correct the beginning of year endowment balance to the actual amount of funds in the endowment accounts as of January 1, 2023.”

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IRS990/Desc0In 2023, Fortify Foundation continued to grow and developed a network of relationships with Christian schools. The Foundation participated in several regional / national conferences to further extend its reach and exposure to Christian schools. Through the addition of a capital campaign division, the Foundation also educated schools in how capital campaigns can be a great catalyst to launch and build endowment funds.
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IRS990/MissionDesc0Fortify Foundation is organized and operated to provide greater opportunity and wider accessibility to Christian education, as well as to improve and broaden the impact of existing Christian schools. The Foundation accomplishes its mission by helping Christian schools raise general and specific endowments and scholarships. The Foundation encourages and facilitates major and planned gifts benefiting each school's fund held and managed by the Foundation. Additionally, the Foundation has also taken on a capital campaign division to help schools utilize their immediate focus on current needs and build out a long-term financial strategy.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Per the instructions public support is measured using a 5-year computation period that includes the current and four prior tax years (including short years). The 2019 tax year is a short year, the Foundation was formed on December 12, 2019. The below chart clarifies the information represented in Schedule A, Part II: Column (a) - Tax year beginning 12/12/2019 and ended 12/31/2019 Column (b) - Tax year ended 12/31/2020 Column (c) - Tax year ended 12/31/2021 Column (d) - Tax year ended 12/31/2022 Column (e) - Tax year ended 12/31/2023
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation acted as an agent on behalf of one of the Christian schools with which it collaborates, Weston Christian Academy, Inc.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation helps Christian schools raise general and specific endowments to fund school operations and capital campaigns.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Contribution income includes an adjustment to correct the beginning of year endowment balance to the actual amount of funds in the endowment accounts as of January 1, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 2 and Part V, Line 1b:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Edward Earwood and Dan Handford have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation's top management official and top financial official each review the Foundation's Form 990 prior to its filing with the IRS. A copy of the final Form 990, in its entirety including Schedule B, is also provided to the Foundation's governing body prior to its filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation has a conflict of interest policy. The policy is distributed to each member of the Foundation's governing body, its officers and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Foundation officials to take appropriate actions as required by the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation provides, upon request, copies of its articles of incorporation, bylaws, conflict of interest policy and its financial statements.
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 C, line 19
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IRS990/USAddress/AddressLine1Txt0615 Saint Andrews Road
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IRS990/WebsiteAddressTxt0fortifyfoundation.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JD Rye
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08036153037
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fortify Foundation
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Batts Morrison Wales & Lee PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 North Orange Avenue Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
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ReturnHeader/PreparerPersonGrp/PhoneNum04077706000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele M Wales
ReturnHeader/ReturnTs02024-10-29T10:48:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,214,792
Liabilities
$268,634
Net assets
$3,946,158
Revenue
$2,239,335
Expenses
$382,283
Net income
$1,857,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$1.29$5.38$1.90$0.50$1.40
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.27$3.95$2.24$0.38$1.86
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.01$1.86$1.22$0.48$0.73
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.23$0.11$1.12
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.07$0.07$0.01