Civic Intelligence

Suzanne Wester Matteo MD Charitable Fndn

EIN 01-0737173 • Tallahassee, FL

207 Nabb LoopTallahassee, FL 32317
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

26th percentile

-18%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.2%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

173%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$447,530

Down $9,883 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$447,530

Down $9,883 (-2.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Up

$53,445

Up $33,895 (+173%) from 2023

Expenses

Down

$63,328

Down $4,756 (-7.0%) from 2023

Net Income

Up

-$9,883

Up $38,651 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$447,530
Liabilities$0
Net Assets$447,530
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$53,445
Expenses$63,328
Net Income-$9,883
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,530
Liabilities
$0
Net assets
$447,530
Revenue
$53,445
Expenses
$63,328
Net income
-$9,883
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M SEAYTrustee-$0--
MARY ELLEN KELLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne Wester Matteo Md & William J
EIN
01-0737173
Phone
9042732267
Address
207 Nabb Loop, Tallahassee, FL 32317

Signing Officer

Name
James M Seay
Title
Trustee
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Janet E Cole CPA PA
Address
2211 South Flagler Drive, West Palm Beach, FL 33401
Preparer
Janet E Cole CPA
Phone
5616557807
Raw XML Appendix249 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY ELLEN KELLEY
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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/AppliedToCurrentYearAmt028756
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065275
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010558
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024244
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089691
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065447
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010328
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUIST MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010328
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M SEAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE WESTER MATTEO MD & WILLIAM J
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTER II CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0010737173
ReturnHeader/Filer/PhoneNum09042732267
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 Nabb Loop
ReturnHeader/Filer/USAddress/CityNm0Tallahassee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032317
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592804947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janet E Cole CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 South Flagler Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05616557807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet E Cole CPA
ReturnHeader/ReturnTs02025-05-06T10:19:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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