Civic Intelligence

The Todd & Lisa Stuart Foundation Inc

990PF • Fiscal year 2015 • EIN 13-4023827

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profile
1404 White StreetKey West, FL 33040

(212) 389-5835

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

99th percentile

191%

Higher net margin than 99% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

9th percentile

-17%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$630,879

Down $125,588 (-17%) from 2014

Net Assets

Down

$630,879

Down $125,588 (-17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$71,566

Down $117,308 (-256%) from 2014

Expenses

Up

$65,258

Up $35,460 (+119%) from 2014

Net Income

Down

-$136,824

Down $152,768 (-958%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$800K$600K$400K$200K$0Assets 2011: $785,536Liabilities 2011: $02011Assets 2012: $719,211Liabilities 2012: $02012Assets 2013: $739,523Liabilities 2013: $0Net Assets 2013: $739,5232013Assets 2014: $756,467Liabilities 2014: $0Net Assets 2014: $756,4672014Assets 2015: $630,879Liabilities 2015: $0Net Assets 2015: $630,8792015Assets 2016: $575,764Liabilities 2016: $0Net Assets 2016: $575,7642016Assets 2017: $537,464Liabilities 2017: $0Net Assets 2017: $537,4642017Assets 2018: $507,266Liabilities 2018: $0Net Assets 2018: $507,2662018Assets 2019: $474,276Liabilities 2019: $0Net Assets 2019: $474,2762019Assets 2020: $355,681Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $208,231Liabilities 2022: $0Net Assets 2022: $208,2312022Assets 2023: $169,601Liabilities 2023: $0Net Assets 2023: $169,6012023Assets 2024: $93,019Liabilities 2024: $0Net Assets 2024: $93,0192024Assets 2025: $44,540Liabilities 2025: $0Net Assets 2025: $44,5402025

Highlighted filing

2015

Assets$630,879
Liabilities$0
Net Assets$630,879
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $15,872Expenses 2011: $30,306Net Income 2011: -$14,4342011Revenue 2012: -$65,548Expenses 2012: $25,833Net Income 2012: -$91,3812012Expenses 2013: $47,7312013Revenue 2014: $45,742Expenses 2014: $29,798Net Income 2014: $15,9442014Revenue 2015: -$71,566Expenses 2015: $65,258Net Income 2015: -$136,8242015Revenue 2016: $21,287Expenses 2016: $76,402Net Income 2016: -$55,1152016Revenue 2017: $16,611Expenses 2017: $54,911Net Income 2017: -$38,3002017Revenue 2018: $3,282Expenses 2018: $33,480Net Income 2018: -$30,1982018Revenue 2019: $7,328Expenses 2019: $40,318Net Income 2019: -$32,9902019Revenue 2020: $5,080Expenses 2020: $123,675Net Income 2020: -$118,5952020Revenue 2021: $3,911Expenses 2021: $40,787Net Income 2021: -$36,8762021Revenue 2022: $4,114Expenses 2022: $114,689Net Income 2022: -$110,5752022Revenue 2023: $18,820Expenses 2023: $57,450Net Income 2023: -$38,6302023Revenue 2024: -$60,133Expenses 2024: $16,449Net Income 2024: -$76,5822024Revenue 2025: $60,006Expenses 2025: $108,485Net Income 2025: -$48,4792025

Highlighted filing

2015

Revenue-$71,566
Expenses$65,258
Net Income-$136,824
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD A STUARTPresident-$0--
GREGG L STUARTVice President-$0--
LISA B STUARTSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNAMES SCHEDULE AVAILABLETHRE PURPOSE OF THE ABOVE CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.STATUS: 501(C)(3)KEY WEST, FL, US$45,300
Filing and Contact Details

Filer

Filer Name
The Todd a Stuart Foundation Inc
EIN
13-4023827
In Care Of
% TODD A STUART
Address
1404 WHITE STREET, KEY WEST, FL 33040

Signing Officer

Name
Todd Stuart
Title
President
Phone
3053044340
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Iat Re Ltd
Address
48 WALL STREET, NEW YORK, NY 10005
Preparer
Michael Pickett
Phone
2123895835
Raw XML Appendix280 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/PersonNm0TODD A STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GREGG L STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LISA B STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028640
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016660
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt013561
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt013561
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt013561
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01456
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016660
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THRU WESELY CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014459
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014459
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU WESLEY CAPITAL LP EIN 20-1261928
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LESS UBTI REPORTED ON 990T
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt050
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt171
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03501
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNRECONCILED DIFFERNCE
TaxesSchedule/TaxesDetail/Amt01103
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01103
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03053044340
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TODD A STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TODD
ReturnHeader/Filer/EIN0134023827
ReturnHeader/Filer/InCareOfNm0% TODD A STUART
ReturnHeader/Filer/USAddress/AddressLine1Txt01404 WHITE STREET
ReturnHeader/Filer/USAddress/CityNm0KEY WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IAT RE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt048 WALL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02123895835
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PICKETT
ReturnHeader/ReturnTs02016-05-06T11:44:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,879
Liabilities
$0
Net assets
$630,879
Revenue
-$71,566
Expenses
$65,258
Net income
-$136,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.60$1.08$0.48
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.60$0.16$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.19$0.57$0.39
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.04$1.15$1.11
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.41$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$0.00$0.05$1.24$1.19
2019Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.07$0.40$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.03$0.33$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.17$0.55$0.38
2016Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.21$0.76$0.55
2015Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.72$0.65$1.37
2014Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.46$0.30$0.16
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.48
2012Summary only. Only limited summary data is available for this year.$7.19$0.00$0.66$0.26$0.91
2011Summary only. Only limited summary data is available for this year.$7.86$0.00$0.16$0.30$0.14