Civic Intelligence

Suzanne Wester Matteo M D Charitable Foundation

990PF • Fiscal year 2013 • EIN 01-0737173

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Suntrust Inv 76 S LAURA STTallahassee, FL 32202

(904) 632-2847

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

28th percentile

-7.2%

Higher net margin than 28% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

41st percentile

-0.5%

Faster asset growth than 41% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$651,909

Down $3,426 (-0.5%) from 2012

Net Assets

Down

$651,909

Down $3,426 (-0.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$47,516

No earlier filing loaded for comparison.

Expenses

Up

$50,942

Up $3,269 (+6.9%) from 2012

Net Income

-$3,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $674,986Liabilities 2010: $0Net Assets 2010: $674,9862010Assets 2011: $648,430Liabilities 2011: $0Net Assets 2011: $648,4302011Assets 2012: $655,335Liabilities 2012: $0Net Assets 2012: $655,3352012Assets 2013: $651,909Liabilities 2013: $0Net Assets 2013: $651,9092013Assets 2014: $647,979Liabilities 2014: $0Net Assets 2014: $647,9792014Assets 2015: $617,727Liabilities 2015: $0Net Assets 2015: $617,7272015Assets 2016: $573,211Liabilities 2016: $0Net Assets 2016: $573,2112016Assets 2017: $551,985Liabilities 2017: $210Net Assets 2017: $551,7752017Assets 2018: $510,096Liabilities 2018: $0Net Assets 2018: $510,0962018Assets 2019: $477,029Liabilities 2019: $0Net Assets 2019: $477,0292019Assets 2020: $461,892Liabilities 2020: $0Net Assets 2020: $461,8922020Assets 2021: $488,589Liabilities 2021: $0Net Assets 2021: $488,5892021Assets 2022: $505,947Liabilities 2022: $0Net Assets 2022: $505,9472022Assets 2023: $457,413Liabilities 2023: $0Net Assets 2023: $457,4132023Assets 2024: $447,530Liabilities 2024: $0Net Assets 2024: $447,5302024

Highlighted filing

2013

Assets$651,909
Liabilities$0
Net Assets$651,909

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $54,2292010Expenses 2011: $43,4202011Expenses 2012: $47,6732012Revenue 2013: $47,516Expenses 2013: $50,942Net Income 2013: -$3,4262013Revenue 2014: $55,685Expenses 2014: $59,615Net Income 2014: -$3,9302014Revenue 2015: $28,637Expenses 2015: $58,889Net Income 2015: -$30,2522015Revenue 2016: $13,605Expenses 2016: $58,121Net Income 2016: -$44,5162016Revenue 2017: $27,210Expenses 2017: $48,646Net Income 2017: -$21,4362017Revenue 2018: $18,727Expenses 2018: $60,406Net Income 2018: -$41,6792018Revenue 2019: $29,143Expenses 2019: $62,210Net Income 2019: -$33,0672019Revenue 2020: $31,014Expenses 2020: $46,151Net Income 2020: -$15,1372020Revenue 2021: $35,967Expenses 2021: $9,270Net Income 2021: $26,6972021Revenue 2022: $30,250Expenses 2022: $12,892Net Income 2022: $17,3582022Revenue 2023: $19,550Expenses 2023: $68,084Net Income 2023: -$48,5342023Revenue 2024: $53,445Expenses 2024: $63,328Net Income 2024: -$9,8832024

Highlighted filing

2013

Revenue$47,516
Expenses$50,942
Net Income-$3,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J WESTERTrustee-$0--
STEPHANIE WESTERTrustee-$0--
WILLIAM J WESTER IITrustee-$0--
Filing and Contact Details

Filer

EIN
01-0737173
Phone
9046322847

Signing Officer

Name
William J Wester
Title
Trustee
Signed
2014-04-23
Discuss with paid preparer
Yes

Preparer

Preparer
Janet E Cole CPA
Phone
5616557807
Raw XML Appendix288 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS - EQUITY - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3OTHER MUTUAL FUNDS - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FUNDS - SEE ATTACHED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J WESTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM J WESTER II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10Suntrust Inv 78 S LAURA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11Suntrust Inv 78 S LAURA ST
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ANY FEMALE AMERICAN CITIZEN WHOSE CITIZENSHIP WAS ATTAINED BY BIRTH AND NOT NATURALIZATION AND WHO HAS GRADUATED FROM AN ACCREDITED INSTITUTION WITH AT LEAST A 3.0 AVERAGE IN HER MAJOR IS ELIGIBLE TO RECEIVE A SCHOLARSHIP AWARD. EACH SCHOLARSHIP AWARD SHALL BE IN THE FORM OF AN OUTRIGHT GRANT OF NO LESS THAN $5,000 AND NO MORE THAN $25,000.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode032604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode127858
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034269
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054718
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015632
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013657
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09411
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047221
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SUNTRUST MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06289
TaxesSchedule/TaxesDetail/Amt0373
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt02012 FORM 990-PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt12013 FORM 990-PF TAX ESTIMATE
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J WESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUZANNE WESTER MATTEO MD CHARITABLE FNDN
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0010737173
ReturnHeader/Filer/PhoneNum09046322847
ReturnHeader/Filer/USAddress/AddressLine10Suntrust Inv 76 S LAURA ST
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Janet E Cole CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102211 South Flagler Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334018007
ReturnHeader/PreparerPersonGrp/PhoneNum05616557807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet E Cole CPA
ReturnHeader/ReturnTs02014-04-29T11:29:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.53$0.63$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.20$0.68$0.49
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.30$0.13$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.36$0.09$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.31$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.29$0.62$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.19$0.60$0.42
2017Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.27$0.49$0.21
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.14$0.58$0.45
2015Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.29$0.59$0.30
2014Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.56$0.60$0.04
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.48$0.51$0.03
2012Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.48
2011Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.43
2010Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.54