Civic Intelligence

Fortuna Downtown Merchants

990EZ • Fiscal year 2023 • EIN 88-0570719

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 05, 2024

Organization ProfileN/A
PO Box 236Fortuna, CA 95540

(707) 498-2679

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

54th percentile

5.5%

Higher net margin than 54% 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

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

76th percentile

37%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,247

Up $1,849 (+29%) from 2022

Net Assets

Up

$8,247

Up $1,849 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$33,527

Up $9,067 (+37%) from 2022

Expenses

Up

$31,678

Up $13,616 (+75%) from 2022

Net Income

Down

$1,849

Down $4,549 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30K$20K$10K$0Assets 2022: $6,398Net Assets 2022: $6,3982022Assets 2023: $8,247Net Assets 2023: $8,2472023Assets 2024: $21,950Liabilities 2024: $109Net Assets 2024: $21,8412024

Highlighted filing

2023

Assets$8,247
Liabilities-
Net Assets$8,247
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$40K$30K$20K$10K$0Revenue 2022: $24,460Expenses 2022: $18,062Net Income 2022: $6,3982022Revenue 2023: $33,527Expenses 2023: $31,678Net Income 2023: $1,8492023Revenue 2024: $28,843Expenses 2024: $15,249Net Income 2024: $13,5942024

Highlighted filing

2023

Revenue$33,527
Expenses$31,678
Net Income$1,849
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 5, 2024
Return Version
2023v5.1
Gross Receipts
$33,527
Mission and Program Overview

Mission

To promote the downtown businesses of fortuna.

Program Services

DescriptionGrantsExpenses
Various community and business promotional events.-$24,850
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONE GOSSETTCEO-$0--
CINDY DAETWILERVice President-$0--
MARILYN STREHLCFO-$0--
TYLER HUTTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fortuna Downtown Merchants
EIN
88-0570719
Phone
7074982679
Address
PO BOX 236, FORTUNA, CA 95540

Signing Officer

Name
Marilyn Strehl
Title
CFO
Signed
2024-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Wyatt Whitchurch & Anderson Inc
Address
804 12th Street, Fortuna, CA 95540
Preparer
Gregory a Thomsen Ea
Phone
7077255109
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $5733”

Other Expenses.1002

“Office Expenses $683”

Other Expenses.1012

“Insurance $291”

Other Expenses.1

“CHRISTMAS EVENT $15976”

Other Expenses.2

“APPLE HARVEST $3349”

Other Expenses.3

“FIRST FRIDAY $3145”

Other Expenses.4

“CHRISTMAS EVENT $826”

Other Expenses.5

“CITY WIDE YARD SALE $662”

Other Expenses.6

“CITY WIDE YARD SALE $650”

Other Expenses.7

“HALLOWEEN $197”

Other Expenses.8

“BANK FEES $81”

Other Expenses.9

“MOTHERS DAY $46”

Other Expenses.10

“BANK FEES $40”

Other Expenses.13

“ROUNDING $-1”

Raw XML Appendix158 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/PersonNm0MARILYN STREHL
IRS990EZ/BooksInCareOfDetail/PhoneNum07074982679
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01155 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORTUNA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022613
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01849
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08247
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033527
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06398
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEONE GOSSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY DAETWILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARILYN STREHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TYLER HUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031678
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE DOWNTOWN BUSINESSES OF FORTUNA.
IRS990EZ/ProgramServiceRevenueAmt010914
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various community and business promotional events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031678
IRS990EZ/TotalProgramServiceExpensesAmt024850
IRS990EZ/TotalRevenueAmt033527
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038943
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt038943
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016330
IRS990ScheduleA/Total509Grp/TotalAmt038943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016330
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $5733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHRISTMAS EVENT $15976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4APPLE HARVEST $3349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRST FRIDAY $3145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHRISTMAS EVENT $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CITY WIDE YARD SALE $662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CITY WIDE YARD SALE $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HALLOWEEN $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MOTHERS DAY $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK FEES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROUNDING $-1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN STREHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTUNA DOWNTOWN MERCHANTS
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0880570719
ReturnHeader/Filer/PhoneNum07074982679
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 236
ReturnHeader/Filer/USAddress/CityNm0FORTUNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680032849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wyatt Whitchurch & Anderson Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0804 12th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fortuna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095540
ReturnHeader/PreparerPersonGrp/PhoneNum07077255109
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A THOMSEN EA
ReturnHeader/ReturnTs02024-12-06T13:00:33-08:00
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
$8,247
Liabilities
-
Net assets
$8,247
Revenue
$33,527
Expenses
$31,678
Net income
$1,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$0.11$21.8$28.8$15.2$13.6
2023Detailed filing. Detailed filing data is available for this year.$8.25$8.25$33.5$31.7$1.85
2022Detailed filing. Detailed filing data is available for this year.$6.40$6.40$24.5$18.1$6.40