Fiscal Progress Inc in Bonita Spgs, Florida (FL)

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Fiscal Progress Inc
Employer Identification Number (EIN)522115987
Name of OrganizationFiscal Progress Inc
Address24040 Copperleaf Blvd, Bonita Spgs, FL 34135-8169
SubsectionCharitable Organization
Ruling Date12/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$1 to $9,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$9,931
Amount of Income$48
Form 990 Revenue Amount$26,491
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Financial Counseling, Money Management


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Amount of income in 2014: $48 (it was $3,690 in 2013)
Fiscal Progress Inc: 

 $48
Other organizations performing similar types of work: 

 $156,466

Assets in 2014: $9,931 (it was $18,682 in 2013)
Fiscal Progress Inc: 

 $9,931
Other organizations performing similar types of work: 

 $45,042

Expenses in 2014: $3,452
Fiscal Progress Inc: 

 $3,452
Other organizations performing similar types of work: 

 $135,428

Income to expenses ratio in 2014: 0.0
This organization: 

 0.0
Other organizations performing similar types of work: 

 1.3

Grants share in income in 2014: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 90.6%

Financial snapshot ($)

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$48$0$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$48
Total expenses and disbursements$3,452$0$0$3,500
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$3,133
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$3,452$0$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$-3,403
Net investment income$0
Adjusted net income$0
Balance Sheets
20092011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,904,870$0$931,447$931,447$277,489$292,391$18,682$13,456$9,931$7,838
Cash - non-interest-bearing$18,441$24,468$4,788$0$7,838
Investments-U.S. and state government obligations$0$0$0$0$0
Investments-corporate stock$1,884,882$906,979$262,494$11,608$0
Investments-corporate bonds$0$0$0$0$0
Investments-mortgage loans$0$0$0$0$0
Investments-other$0$0$0$0$0
Other assets$1,848$1,848$0
Total liabilities$81,590$151,484$307,010$0$0
Total liabilities and net assets/fund balances$1,823,280$779,963$-29,521$18,682$9,931
Capital Gains and Losses for Tax on Investment Income
20092011201220132014
Capital gain net income$0$0$0$0$0
Net capital loss$-133,973$0$-13,668$0$0
Excise Tax Based on Investment Income
20092011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNoNo
Tax based on investment income$317$1,053$0$0$0
Total credits and payments$0$0$0$0$0
Any penalty for underpayment of estimated tax$0$0$0$0$0
Tax due$0$0$0
Overpayment$0$0$0
Amount to be credited to next year's estimated tax$0$0$0$0$0
Statements Regarding Activities
20092011201220132014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
20092011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoYesNoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNoNo
Agree to pay money or property to a government official?NoNoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
20092011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$1,051,135$0$89,734$9,000
Net value of noncharitable-use assets$0$88,388$8,865
Minimum investment return$0$51,768$0$4,419$443
Distributable Amount
20092011201220132014
Distributable amount$-317$50,715$0$4,419$443
Undistributed Income
20092011201220132014
Distributable amount for this year$-317$50,715$0$4,419$443
Undistributed income for this year. This amount must be distributed in the next year$0$50,715$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Number of organizations performing similar types of work
Alaska1
Alabama15
Arkansas13
Arizona28
California156
Colorado14
Connecticut7
District of Columbia14
Delaware5
Florida119
Georgia76
Hawaii3
Iowa14
Idaho7
Illinois62
Indiana14
Kansas6
Kentucky6
Louisiana21
Massachusetts21
Maryland52
Maine4
Michigan33
Minnesota23
Missouri19
Mississippi10
Montana8
North Carolina46
North Dakota1
Nebraska5
New Hampshire2
New Jersey29
New Mexico6
Nevada12
New York51
Ohio36
Oklahoma9
Oregon22
Pennsylvania32
South Carolina21
South Dakota9
Tennessee25
Texas81
Utah11
Virginia34
Washington30
Wisconsin18
West Virginia3
Wyoming5
International1
Total1,240

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