Civic Intelligence

Suzanne Wester Matteo M D Charitable Foundation

990PF • Fiscal year 2019 • EIN 01-0737173

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-113%

Higher net margin than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$477,029

Down $33,067 (-6.5%) from 2018

Net Assets

Down

$477,029

Down $33,067 (-6.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$29,143

Up $10,416 (+56%) from 2018

Expenses

Up

$62,210

Up $1,804 (+3.0%) from 2018

Net Income

Up

-$33,067

Up $8,612 (+21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$477,029
Liabilities$0
Net Assets$477,029
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$29,143
Expenses$62,210
Net Income-$33,067
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

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

Signing Officer

Name
James M Seay
Title
Trustee
Signed
2020-10-06
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 Appendix289 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/PersonNm0JAMES M SEAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY ELLEN KELLEY
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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/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF FLORIDA school educat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF FLORIDA SCHOOL MEDICI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2EAST CAROLINA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22200 S CHARLES BLVD STE 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227858
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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/AppliedToCurrentYearAmt027794
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099712
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018799
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052210
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024416
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0116373
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091957
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SUNTRUST MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010000
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M SEAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE WESTER MATTEO MD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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/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/ReturnTs02020-10-06T11:30:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,029
Liabilities
$0
Net assets
$477,029
Revenue
$29,143
Expenses
$62,210
Net income
-$33,067
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