Civic Intelligence

The Todd & Lisa Stuart Foundation Inc

990PF • Fiscal year 2018 • EIN 13-4023827

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

Organization Profile
1404 White StreetKey West, FL 33040

(305) 304-4340

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-920%

Higher net margin than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

24th percentile

-5.6%

Faster asset growth than 24% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$507,266

Down $30,198 (-5.6%) from 2017

Net Assets

Down

$507,266

Down $30,198 (-5.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin1st percentile

Revenue

Down

$3,282

Down $13,329 (-80%) from 2017

Expenses

Down

$33,480

Down $21,431 (-39%) from 2017

Net Income

Up

-$30,198

Up $8,102 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2018

Assets$507,266
Liabilities$0
Net Assets$507,266
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

2018

Revenue$3,282
Expenses$33,480
Net Income-$30,198
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD A STUARTPresident-$0--
GREGG L STUARTVice President-$0--
LISA B STUARTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Todd a Stuart Foundation Inc
EIN
13-4023827
In Care Of
% TODD A STUART
Phone
3053044340
Address
1404 WHITE STREET, KEY WEST, FL 33040

Signing Officer

Name
Todd Stuart
Title
President
Phone
3053044340
Signed
2018-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Slk Advisory Group Inc
Address
1981 MARCUS AVE-STE 227, LAKE SUCCESS, NY 11042
Preparer
Michael Pickett
Phone
5163528901
Raw XML Appendix272 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/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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030315
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031980
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07392
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030315
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022923
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THRU WESLEY CAPITAL EIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc120-1261928
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU WESLEY CAPITAL LP EIN 20-1261928
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03053044340
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TODD A STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TODD
ReturnHeader/Filer/EIN0134023827
ReturnHeader/Filer/InCareOfNm0% TODD A STUART
ReturnHeader/Filer/PhoneNum03053044340
ReturnHeader/Filer/USAddress/AddressLine1Txt01404 WHITE STREET
ReturnHeader/Filer/USAddress/CityNm0KEY WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014D117DFAF7D090E200EB588DB5261B901AD7749
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097EC72DE12F71186F181BC75D763BA95671623B4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId012864720183385000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.89.27.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SLK ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01981 MARCUS AVE-STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05163528901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PICKETT
ReturnHeader/ReturnTs02019-01-10T07:56:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,266
Liabilities
$0
Net assets
$507,266
Revenue
$3,282
Expenses
$33,480
Net income
-$30,198
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