Civic Intelligence

Gilbert Stuart Memorial Inc.

990 • Fiscal year 2015 • EIN 05-0262720

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 30, 2016

815 Gilbert Stuart RoadSaunderstown, RI 02874

(401) 294-3001

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

29th percentile

-4.1%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$758,589

Down $32,589 (-4.1%) from 2014

Net Assets

Down

$758,589

Down $32,589 (-4.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$129,045

Up $27,991 (+28%) from 2014

Expenses

Up

$161,634

Up $44,211 (+38%) from 2014

Net Income

Down

-$32,589

Down $16,220 (-99%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $530,018Liabilities 2011: $0Net Assets 2011: $530,0182011Assets 2012: $603,058Liabilities 2012: $0Net Assets 2012: $603,0582012Assets 2013: $807,547Liabilities 2013: $0Net Assets 2013: $807,5472013Assets 2014: $791,178Liabilities 2014: $0Net Assets 2014: $791,1782014Assets 2015: $758,589Liabilities 2015: $0Net Assets 2015: $758,5892015Assets 2016: $758,873Liabilities 2016: $0Net Assets 2016: $758,8732016Assets 2017: $796,428Liabilities 2017: $0Net Assets 2017: $796,4282017Assets 2018: $844,179Liabilities 2018: $0Net Assets 2018: $844,1792018Assets 2019: $852,309Liabilities 2019: $0Net Assets 2019: $852,3092019Assets 2020: $917,304Liabilities 2020: $68,000Net Assets 2020: $849,3042020Assets 2021: $972,400Liabilities 2021: $0Net Assets 2021: $972,4002021Assets 2022: $921,882Liabilities 2022: $0Net Assets 2022: $921,8822022Assets 2023: $922,598Liabilities 2023: $191Net Assets 2023: $922,4072023Assets 2024: $898,391Liabilities 2024: $540Net Assets 2024: $897,8512024

Highlighted filing

2015

Assets$758,589
Liabilities$0
Net Assets$758,589

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $156,352Expenses 2011: $107,680Net Income 2011: $48,6722011Revenue 2012: $175,909Expenses 2012: $102,869Net Income 2012: $73,0402012Revenue 2013: $308,229Expenses 2013: $103,740Net Income 2013: $204,4892013Revenue 2014: $101,054Expenses 2014: $117,423Net Income 2014: -$16,3692014Revenue 2015: $129,045Expenses 2015: $161,634Net Income 2015: -$32,5892015Revenue 2016: $131,177Expenses 2016: $130,894Net Income 2016: $2832016Revenue 2017: $123,631Expenses 2017: $132,038Net Income 2017: -$8,4072017Revenue 2018: $202,718Expenses 2018: $139,775Net Income 2018: $62,9432018Revenue 2019: $122,595Expenses 2019: $133,719Net Income 2019: -$11,1242019Revenue 2020: $73,297Expenses 2020: $87,584Net Income 2020: -$14,2872020Revenue 2021: $172,296Expenses 2021: $91,891Net Income 2021: $80,4052021Revenue 2022: $107,255Expenses 2022: $135,159Net Income 2022: -$27,9042022Revenue 2023: $114,078Expenses 2023: $138,295Net Income 2023: -$24,2172023Revenue 2024: $116,452Expenses 2024: $161,615Net Income 2024: -$45,1632024

Highlighted filing

2015

Revenue$129,045
Expenses$161,634
Net Income-$32,589
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 30, 2016
Return Version
2015v2.1
Gross Receipts
$129,045
Mission and Program Overview

Mission

Provide educational tours for the public & for area schools.to make the memorial available to the public for education,enjoyment,and understanding the historical significance of the memorial

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$607,054$582,036▼ $25,018
Savings and Temporary Cash Investments$101,212$101,212→ $0
Cash and Non-Interest-Bearing Accounts$82,912$75,341▼ $7,571
Total Assets$791,178$758,589▼ $32,589
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$791,178$758,589▼ $32,589
Total Net Assets Fund Balance$791,178$758,589▼ $32,589
Total Liabilities and Net Assets / Fund Balance$791,178$758,589▼ $32,589

Asset Categories

AssetBook ValueDepreciationBasis
Land$46,451--
Leasehold Improvements$535,585$367,070-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$127,411
Program Service Revenue
$0
Investment Income
$1,634
Other Revenue
$0
All Other Contributions
$98,845
Change in Net Assets
$-32,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,988
Salaries, Compensation, and Employee Benefits$51,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,370--$47,370
Depreciation Depletion$25,018--$25,018
All Other Expenses$22,603--$22,603
Occupancy$13,825--$13,825
Insurance$9,089--$9,089
Office Expenses$4,450$4,451-$8,901
Payroll Taxes-$4,276-$4,276
Travel$2,602--$2,602
Information Technology$940$940-$1,880
Other Expenses$1,535--$1,535
Fees for Services Accounting-$1,368-$1,368
Fees for Services Other$605--$605
Total Functional Expenses$150,599$11,035$0$161,634
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

There are no stockholders. Most members are people from the area who want to assist the memorial to accomplishits mission.

Member election for additional members Part VI line 7A

Membership is open to the public & is $35 for a single membership & $50 for a family. The members do notelect the board of directors.

Form 990 governing body review Part VI line 11

Copies of the 990 are available for the board of directors to review.

CEO executive director top management comp Part VI line 15A

Compensation for the director is determined by the board of directors, and is based upon experience, comparable salaryranges & responsibilities.

Governing documents etc available to public Part VI line 19

The 990 is available upon request, or on the irs website

Filing and Contact Details

Filer

Filer Name
Gilbert Stuart Memorial Inc
EIN
05-0262720
Address
815 GILBERT STUART ROAD, SAUNDERSTOWN, RI 02874

Signing Officer

Name
Susan Aylward
Title
Treasurer
Phone
4012943001
Signed
2016-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
1932
Legal Domicile
Ri
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Firm
Thomas J Grennan CPA
Address
5586 POST ROAD SUITE 208-210, East Greenwich, RI 02818
Preparer
Thomas J Grennan CPA
Phone
4018840053
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

$1004 is for the maintenance, monitering, & testing of the alarm system.

List of other expenses Part IX line 24E

Event expenses $1260bookstore 6683boats 2862artwork 5750signage 2110supplies 990marketing 2948

General explanation attachment

Form 990 - organizations mission:gilbert stuart painted the portrait of george washington that appears on the one dollar bill.the memorials primary exempt purpose is public education, historical understanding, and preservation of the historicalbuildings, dam, and waterwheel.

Raw XML AppendixShowing 400 of 407 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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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01797
IRS990/PYOtherExpensesAmt069003
IRS990/PYRevenuesLessExpensesAmt0-16369
IRS990/PYSalariesCompEmpBnftPaidAmt048420
IRS990/PYTotalExpensesAmt0117423
IRS990/PYTotalRevenueAmt0101054
IRS990/ReconcilationRevenueExpnssAmt0-32589
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101212
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0267834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0631157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01716
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08906
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt074948
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt042374
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06031
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09052
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0139065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81010
IRS990ScheduleA/PublicSupportPY170Pct00.90000
IRS990ScheduleA/PublicSupportTotal170Amt0631157
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052464
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0267834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0631157
IRS990ScheduleA/TotalSupportAmt0779128
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt046451
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt046451
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0535585
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0367070
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0902655
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0582036
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO STOCKHOLDERS. MOST MEMBERS ARE PEOPLE FROM THE AREA WHO WANT TO ASSIST THE MEMORIAL TO ACCOMPLISHITS MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP IS OPEN TO THE PUBLIC & IS $35 FOR A SINGLE MEMBERSHIP & $50 FOR A FAMILY. THE MEMBERS DO NOTELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE 990 ARE AVAILABLE FOR THE BOARD OF DIRECTORS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS, AND IS BASED UPON EXPERIENCE, COMPARABLE SALARYRANGES & RESPONSIBILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 IS AVAILABLE UPON REQUEST, OR ON THE IRS WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$1004 IS FOR THE MAINTENANCE, MONITERING, & TESTING OF THE ALARM SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT EXPENSES $1260BOOKSTORE 6683BOATS 2862ARTWORK 5750SIGNAGE 2110SUPPLIES 990MARKETING 2948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FORM 990 - ORGANIZATIONS MISSION:GILBERT STUART PAINTED THE PORTRAIT OF GEORGE WASHINGTON THAT APPEARS ON THE ONE DOLLAR BILL.THE MEMORIALS PRIMARY EXEMPT PURPOSE IS PUBLIC EDUCATION, HISTORICAL UNDERSTANDING, AND PRESERVATION OF THE HISTORICALBUILDINGS, DAM, AND WATERWHEEL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0RI
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0791178
IRS990/TotalAssetsEOYAmt0758589
IRS990/TotalAssetsGrp/BOYAmt0791178
IRS990/TotalAssetsGrp/EOYAmt0758589
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0127411
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011035
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150599
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161634
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0791178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0758589
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0150599
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01634
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129045
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0791178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0758589
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02602
IRS990/TravelGrp/TotalAmt02602
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0791178
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0758589
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN AYLWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012943001
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILBERT STUART MEMORIAL INC
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0050262720
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 GILBERT STUART ROAD
ReturnHeader/Filer/USAddress/CityNm0SAUNDERSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471965484
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS J GRENNAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05586 POST ROAD SUITE 208-210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002818
ReturnHeader/PreparerPersonGrp/PhoneNum04018840053
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.98$0.01$8.98$1.16$1.62$0.45
2023Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.22$1.14$1.38$0.24
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.22$0.00$9.22$1.07$1.35$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.72$0.00$9.72$1.72$0.92$0.80
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.68$8.49$0.73$0.88$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$0.00$8.52$1.23$1.34$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.44$0.00$8.44$2.03$1.40$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.00$7.96$1.24$1.32$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.00$7.59$1.31$1.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$1.29$1.62$0.33
2014Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.01$1.17$0.16
2013Summary only. Only limited summary data is available for this year.$8.08$0.00$8.08$3.08$1.04$2.04
2012Summary only. Only limited summary data is available for this year.$6.03$0.00$6.03$1.76$1.03$0.73
2011Summary only. Only limited summary data is available for this year.$5.30$0.00$5.30$1.56$1.08$0.49