FRITZ INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRITZ INSTITUTE (EIN 74-3026536)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-09-10
- IRS object ID
- 201432539349300958
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-09-10T16:01:09-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680289709 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743026536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITZ INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIT | NameControl |
| Phone | 4155388300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | GRATON | City |
| State | CA | State |
| ZIP Code | 95444 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN C FRITZ | Name |
| Title | CHAIRMAN | Title |
| Phone | 4155388300 | Phone |
| Date Signed | 2014-08-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE E SEWELL | Name |
| PTIN | P00508416 | PTIN |
| Phone | 7075453311 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | LYNN C FRITZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | GRATON | City |
| State | CA | State |
| ZIP Code | 95444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 366245 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRITZINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | FRITZ INSTITUTE WORKS IN PARTNERSHIP WITH GOVERNMENTS, NONPROFIT ORGANIZATIONS AND CORPORATIONS AROUND THE WORLD TO ENABLE PREPAREDNESS AND EFFECTIVENESS IN HUMANITARIAN RELIEF THROUGH THE CREATION AND DEPLOYMENT OF APPROPRIATE PROCESSES, SYSTEMS, AND STANDARDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 220606 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 275000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38356 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 91501 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 319 | InvestmentIncomePriorYear |
| Investment Income Current Year | 90 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1330 | OtherRevenuePriorYear |
| Other Revenue Current Year | -346 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 257951 | TotalRevenuePriorYear |
| Total Revenue Current Year | 366245 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 61666 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 59915 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 99424 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 108418 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 310484 | OtherExpensePriorYear |
| Other Expenses Current Year | 149390 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 471574 | TotalExpensesPriorYear |
| Total Expenses Current Year | 317723 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -213623 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 48522 | RevenuesLessExpensesCY |
| Total Assets BOY | 164732 | TotalAssetsBOY |
| Total Assets EOY | 177368 | TotalAssetsEOY |
| Total Liabilities BOY | 50068 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15028 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 114664 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 162340 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FRITZ INSTITUTE WORKS IN PARTNERSHIP WITH GOVERNMENTS, NONPROFIT ORGANIZATIONS AND CORPORATIONS AROUND THE WORLD TO ENABLE PREPAREDNESS AND EFFECTIVENESS IN HUMANITARIAN RELIEF THROUGH THE CREATION AND DEPLOYMENT OF APPROPRIATE PROCESSES, SYSTEMS, AND STANDARDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 292614 | Expense |
| Grants | 59915 | Grants |
| Revenue | 91564 | Revenue |
| Description | LOGISTICS AND SUPPLY CHAIN: BRINGS URGENTLY NEEDED RECOGNITION AND RESOURCES TO HUMANITARIAN LOGISTICS TO IMPROVE THE DELIVERY OF AID. THE PROGRAM BRINGS CORPORATE, ACADEMIC AND HUMANITARIAN SECTOR SUPPLY CHAIN EXPERTISE TOGETHER FOR MORE EFFICIENT DISASTER RELIEF OPERATIONS AND THE DEVELOPMENT OF A PROFESSIONAL COMMUNITY OF HUMANITARIAN LOGISTICIANS.HUMANITARIAN TECHNOLOGY SOLUTIONS: DEVELOPS TECHNOLOGY SYSTEMS TO ADDRESS THE UNIQUE SUPPLY CHAIN NEEDS OF HUMANITARIAN ORGANIZATIONS. THE INSTITUTE'S SOLUTIONS SEEK TO SOLVE COMMON CHALLENGES FACING HUMANITARIAN ORGANIZATIONS AND DONORS (CONTINUED ON SCHEDULE O). PROGRAMS MANAGEMENT: SENIOR PROGRAM MANAGER WHO SERVES AS A LIASON WITH HUMANITARIAN ORGANIZATIONS USING THE STANDARDS OF EMERGENCY PREPAREDNESS, HUMANITARIAN LOGISTICS CERTIFICATION COURSES AND TECHNOLOGY SOLUTIONS DEVELOPED BY THE INSTITUTE AND OTHER ORGANIZATIONS INCLUDING CORPORATE, ACADEMIC AND HUMANITARIAN RELIEF ORGANIZATIONS AND AGENCIES. | Description |
| Total Program Service Expense | 292614 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITZ INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155388300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1 |
| City | GRATON | City |
| State | CA | State |
| ZIP Code | 95444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LYNN C FRITZ | ||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| ANISYA THOMAS FRITZ | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ROBERT ALSPAUGH | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| DAVID COULTER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| GOERY DELACOTE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PHILLIP A MARINEAU | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| BERNARD OSHER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PAUL OTELLINI | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| RICHARD SAMBROOK | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ROBERT G SPROUL | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 275000 | AllOtherContributions |
| Total Contributions | 275000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 541900 | 48912 | 48912 |
| PROGRAM SERVICE ROYALT | 541900 | 42589 | 42589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 91501 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90 | TotalRevenueColumn |
| Exclusion | $90 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON FOREIGN CURREN | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -346 | TotalRevenueColumn |
| Exclusion | -$346 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -346 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 366245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91501 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$256 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59915 | Total |
| Program Services | 59915 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93244 | Total |
| Program Services | 93244 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800 | Total |
| Program Services | 800 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7664 | Total |
| Program Services | 7664 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6710 | Total |
| Program Services | 6710 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4184 | Total |
| Management And General | 4184 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120325 | Total |
| Program Services | 109040 | ProgramServices |
| Management And General | 11285 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1248 | Total |
| Program Services | 227 | ProgramServices |
| Management And General | 1021 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6037 | Total |
| Program Services | 6037 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4861 | Total |
| Program Services | 4861 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210 | Total |
| Program Services | 210 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003 | Total |
| Program Services | 1003 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4966 | Total |
| Management And General | 4966 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| UTILITIES | 3268 | 3268 | |
| LOSS ON DISPOSAL | 1641 | 1641 | |
| MEALS AND ENTERTAINMENT | 846 | 846 | |
| BANK CHARGES | 385 | 385 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416 | Total |
| Program Services | 416 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317723 | Total |
| Program Services | 292614 | ProgramServices |
| Management And General | 25109 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149077 | BOY |
| EOY | 168468 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8839 | BOY |
| EOY | 4290 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4172 | BOY |
| EOY | 4610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3986 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3986 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2644 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164732 | BOY |
| EOY | 177368 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50068 | BOY |
| EOY | 15028 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50068 | BOY |
| EOY | 15028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35450 | BOY |
| EOY | 33126 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79214 | BOY |
| EOY | 129214 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114664 | BOY |
| EOY | 162340 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164732 | BOY |
| EOY | 177368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 48522 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -846 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1139302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 548666 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53660 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 220606 | CurrentTaxYearMinus1Year |
| Current Tax Year | 275000 | CurrentTaxYear |
| Total | 2237234 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1139302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 548666 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53660 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 220606 | CurrentTaxYearMinus1Year |
| Current Tax Year | 275000 | CurrentTaxYear |
| Total | 2237234 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1561328 | AmountsSubstContributorsTotal |
| Public Support Total170 | 675906 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3070 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90 | CurrentTaxYear |
| Total | 14151 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2251385 | TotalSupport |
| Gross Receipts From Admissions Etc | 429159 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.30020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51510 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3986 | OtherCostOrOtherBasis |
| Depreciation | 3986 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | UNITED KINGDOM | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | SCHOLARSHIP | TypeOfActivitiesConducted |
| Total Expenditures | 59915 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 59915 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 59915 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | UNITED KINGDOM | Region |
| Purpose Of Grant | SCHOLARSHIP | PurposeOfGrant |
| Amount Of Cash Grant | 59915 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN C FRITZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CHAIRMAN; OWNER OF COMPANY THAT DONATED SERVICES | Relationship |
| Amount Of Transaction | 62031 | AmountOfTransaction |
| Description Of Transaction | DONATED BUSINESS SERVICES TO FRITZ INSTITUTE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LYNN C. FRITZ IS MARRIED TO ANISYA THOMAS FRITZ. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY CHAIRMAN AND FINANCIAL ADVISOR CHAIRMAN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL QUESTIONNAIRES AND DISCUSSIONS BY SENIOR MANAGEMENT AND BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | SURVEYS ARE DONE FOR SENIOR MANAGEMENT COMPENSATION OF LIKE ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FRITZ INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 109,040. MANAGEMENT AND GENERAL EXPENSES 11,285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,325. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | MEALS AND ENTERTAINMENT - 50% -846. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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