Civic Intelligence

Suzanne Wester Matteo M D Charitable Foundation

990PF • Fiscal year 2016 • EIN 01-0737173

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 17, 2017

Organization Profile
Suntrust Inv 76 S LAURA STJacksonville, 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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-327%

Higher net margin than 3% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

19th percentile

-7.2%

Faster asset growth than 19% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$573,211

Down $44,516 (-7.2%) from 2015

Net Assets

Down

$573,211

Down $44,516 (-7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Down

$13,605

Down $15,032 (-52%) from 2015

Expenses

Down

$58,121

Down $768 (-1.3%) from 2015

Net Income

Down

-$44,516

Down $14,264 (-47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2016

Assets$573,211
Liabilities$0
Net Assets$573,211
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

2016

Revenue$13,605
Expenses$58,121
Net Income-$44,516
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

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

Filer

Filer Name
Suzanne Wester Matteo Md Charitable Fndn
EIN
01-0737173
Phone
9046322847
Address
Suntrust Inv 76 S LAURA ST, JACKSONVILLE, FL 32202

Signing Officer

Name
William J Wester
Title
Trustee
Signed
2017-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Janet E Cole CPA PA
Address
2211 South Flagler Drive, West Palm Beach, FL 33401-8007
Preparer
Janet E Cole CPA
Phone
5616557807
Raw XML Appendix285 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/StockNm0Securities - SEE ATTACHED
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J WESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM J WESTER II
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JACKSONVILLE
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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/ContributingManagerNm0WILLIAM J WESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12200 S CHARLES BLVD STE 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
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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/AppliedToCurrentYearAmt030554
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07768
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08250
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051985
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021431
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082320
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060889
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SUNTRUST MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06136
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J WESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE WESTER MATTEO MD CHARITABLE FNDN
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0010737173
ReturnHeader/Filer/PhoneNum09046322847
ReturnHeader/Filer/USAddress/AddressLine1Txt0Suntrust Inv 76 S LAURA ST
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032202
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/ZIPCd0334018007
ReturnHeader/PreparerPersonGrp/PhoneNum05616557807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet E Cole CPA
ReturnHeader/ReturnTs02017-03-23T12:25:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$573,211
Liabilities
$0
Net assets
$573,211
Revenue
$13,605
Expenses
$58,121
Net income
-$44,516
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