Civic Intelligence

Fortuna Clinical Foundation

990EZ • Fiscal year 2023 • EIN 86-2684864

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 08, 2024

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

94th percentile

0.95x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.91x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

8th percentile

-67%

Higher net margin than 8% 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

80th percentile

32%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$23,091

Up $5,634 (+32%) from 2022

Net Assets

Down

$1,216

Down $16,241 (-93%) from 2022

Liabilities

Up

$21,875

Up $21,875 from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin8th percentile

Revenue

Down

$24,160

Down $100,129 (-81%) from 2022

Expenses

Down

$40,401

Down $83,195 (-67%) from 2022

Net Income

Down

-$16,241

Down $16,934 (-2444%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2023

Assets$23,091
Liabilities$21,875
Net Assets$1,216
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$24,160
Expenses$40,401
Net Income-$16,241
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Gross Receipts
$24,160
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ORGANIZED AND HOSTED "ICARUS" GLOBAL CARDIOVASCULAR CONFERENCE. PROMOTIONAL WORKING GROUP/AD BOARD/OTHER MEETING 2024 PEGASUS ENDOVASCULAR CONFERENCE-$28,122
PROVIDED HUMANITARIAN GRANTS/AID FOR THE UKRAINIAN REFUGEES FLEEING WAR IN UKARAINE.$4,870$4,870
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN P SKOWRONSKIDirector-$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
2024-04-08
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 16

“Expenses poland conference 2022 travel 6,247 2024 pegasus conference 21,875 merchant fees 1,209 miscellaneous other fees 1,200 total 30,531”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 21,875 total 0 21,875”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 0 21,875”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 28

“Organized and hosted "icarus" global cardiovascular conference. Promotional working group/ad board/other meeting 2024 pegasus endovascular conference”

Raw XML Appendix127 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
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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/BOYAmt017457
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01216
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024160
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16241
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt04870
IRS990EZ/GrossReceiptsAmt024160
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01216
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021875
IRS990EZ/OtherExpensesTotalAmt030531
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. PROMOTIONAL WORKING GROUP/AD BOARD/OTHER MEETING 2024 PEGASUS ENDOVASCULAR CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED HUMANITARIAN GRANTS/AID FOR THE UKRAINIAN REFUGEES FLEEING WAR IN UKARAINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04870
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028122
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021875
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040401
IRS990EZ/TotalProgramServiceExpensesAmt032992
IRS990EZ/TotalRevenueAmt024160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182771
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0182771
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034322
IRS990ScheduleA/Total509Grp/TotalAmt0182771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POLAND CONFERENCE 2022 TRAVEL 6,247 2024 PEGASUS CONFERENCE 21,875 MERCHANT FEES 1,209 MISCELLANEOUS OTHER FEES 1,200 TOTAL 30,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 21,875 TOTAL 0 21,875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNSECURED NOTES AND LOANS PAYABLE 0 21,875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO IMPROVE HIGH QUALITY OUTCOMES IN ENDOVASCULAR MEDICINE THROUGH GLOBAL EDUCATIONAL INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZED AND HOSTED "ICARUS" GLOBAL CARDIOVASCULAR CONFERENCE. PROMOTIONAL WORKING GROUP/AD BOARD/OTHER MEETING 2024 PEGASUS ENDOVASCULAR CONFERENCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN P SKOWRONSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03127997296
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-08
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/PreparationDt02024-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A GARRETT CPA
ReturnHeader/ReturnTs02024-04-10T14:02:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SKOWRONSKI
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
$23,091
Liabilities
$21,875
Net assets
$1,216
Revenue
$24,160
Expenses
$40,401
Net income
-$16,241
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