Civic Intelligence

Fortuna Clinical Foundation

990EZ • Fiscal year 2022 • EIN 86-2684864

Jan 01, 2022 to Dec 31, 2022 • Filed on May 22, 2023

Organization ProfileN/A
4333 Altamont RoadBirmingham, AL 35213

(312) 799-7296

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

42nd percentile

0.6%

Higher net margin than 42% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$17,457

No earlier filing loaded for comparison.

Net Assets

$17,457

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin42nd percentile

Revenue

$124,289

No earlier filing loaded for comparison.

Expenses

$123,596

No earlier filing loaded for comparison.

Net Income

$693

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2022: $17,457Liabilities 2022: $0Net Assets 2022: $17,4572022Assets 2023: $23,091Liabilities 2023: $21,875Net Assets 2023: $1,2162023Assets 2024: $23,783Liabilities 2024: $0Net Assets 2024: $23,7832024

Highlighted filing

2022

Assets$17,457
Liabilities$0
Net Assets$17,457
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2022: $124,289Expenses 2022: $123,596Net Income 2022: $6932022Revenue 2023: $24,160Expenses 2023: $40,401Net Income 2023: -$16,2412023Revenue 2024: $235,202Expenses 2024: $212,635Net Income 2024: $22,5672024

Highlighted filing

2022

Revenue$124,289
Expenses$123,596
Net Income$693
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 22, 2023
Return Version
2022v5.0
Gross Receipts
$124,289
Mission and Program Overview

Mission

To improve high quality outcomes in endovascular medicine through global educational initiatives.

Program Services

DescriptionGrantsExpenses
PROVIDED HUMANITARIAN AID FOR THE UKRAINIAN REFUGEES FLEEING WAR IN UKARAINE AND THE REFUGEES THAT SHELTERED IN NEIGHBORING POLAND.$72,912$72,912
ORGANIZED AND HOSTED "ICARUS" GLOBAL CARDIOVASCULAR CONFERENCE MAY 2022.-$37,816
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN P SKOWRONSKIDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Fortuna Clinical Foundation
EIN
86-2684864
Phone
3127997296
Address
4333 ALTAMONT ROAD, BIRMINGHAM, AL 35213

Signing Officer

Name
Jan P Skowronski
Title
Director
Phone
3127997296
Signed
2023-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Heritage CPA Group
Address
2221 VICTORY LANE STE B, HOOVER, AL 35216-6334
Preparer
James a Garrett CPA
Phone
2057831516
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: see statement 1 attached cash contribution: 72,912”

Form 990-ez, Part I, Line 16

“Expenses travel expenses 6,247 conference presentation 29,569 merchant fees 682 miscellaneous other fees 1,518 total 38,016”

Form 990-ez, Part III

“To improve high quality outcomes in endovascular medicine through global educational initiatives.”

Raw XML Appendix116 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/PersonNm0JAN P SKOWRONSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum03127997296
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04333 ALTAMONT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0124289
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0693
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012668
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016764
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017457
IRS990EZ/GrantsAndSimilarAmountsPaidAmt072912
IRS990EZ/GrossReceiptsAmt0124289
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017457
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017457
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN P SKOWRONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE HIGH QUALITY OUTCOMES IN ENDOVASCULAR MEDICINE THROUGH GLOBAL EDUCATIONAL INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED AND HOSTED "ICARUS" GLOBAL CARDIOVASCULAR CONFERENCE MAY 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED HUMANITARIAN AID FOR THE UKRAINIAN REFUGEES FLEEING WAR IN UKARAINE AND THE REFUGEES THAT SHELTERED IN NEIGHBORING POLAND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt072912
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037816
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt172912
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123596
IRS990EZ/TotalProgramServiceExpensesAmt0110728
IRS990EZ/TotalRevenueAmt0124289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0124289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0158611
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0158611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034322
IRS990ScheduleA/Total509Grp/TotalAmt0158611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: SEE STATEMENT 1 ATTACHED CASH CONTRIBUTION: 72,912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL EXPENSES 6,247 CONFERENCE PRESENTATION 29,569 MERCHANT FEES 682 MISCELLANEOUS OTHER FEES 1,518 TOTAL 38,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO IMPROVE HIGH QUALITY OUTCOMES IN ENDOVASCULAR MEDICINE THROUGH GLOBAL EDUCATIONAL INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN P SKOWRONSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03127997296
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTUNA CLINICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0862684864
ReturnHeader/Filer/PhoneNum03127997296
ReturnHeader/Filer/USAddress/AddressLine1Txt04333 ALTAMONT ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461887063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02221 VICTORY LANE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352166334
ReturnHeader/PreparerPersonGrp/PhoneNum02057831516
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A GARRETT CPA
ReturnHeader/ReturnTs02023-05-24T15:48:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SKOWRONSKI
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
$17,457
Liabilities
$0
Net assets
$17,457
Revenue
$124,289
Expenses
$123,596
Net income
$693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$2.35$2.13$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.22$0.01$0.24$0.40$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.24$1.24$0.01