The Todd & Lisa Stuart Foundation Inc

990PF • Fiscal year 2017 • EIN 13-4023827

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 24, 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.

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

-231%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

-6.7%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

-22%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$537,464

Down $38,300 (-6.7%) from 2016

Net Assets

Down

$537,464

Down $38,300 (-6.7%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue35th percentile Net Margin2nd percentile

Revenue

Down

$16,611

Down $4,676 (-22%) from 2016

Expenses

Down

$54,911

Down $21,491 (-28%) from 2016

Net Income

-$38,300

Up $16,815 (+31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

Highlighted filing

2017

Assets$537,464

Liabilities$0

Net Assets$537,464

Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2017

Revenue$16,611

Expenses$54,911

Net Income-$38,300

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2016 to Jun 30, 2017
Signed: Apr 24, 2018
Return Version: 2016v3.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TODD A STUART	President	-	$0	-	-
GREGG L STUART	Vice President	-	$0	-	-
LISA B STUART	Secretary	-	$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: 2018-04-24
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

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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/PersonNm	0	TODD A STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	GREGG L STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	LISA B STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	SECRETARY
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	6471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	22923
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	16452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	6471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	36400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	16452
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	22923
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	6471
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	THRU WESLEY CAPITAL EIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	20-1261928
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	17011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	17011
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	THRU WESLEY CAPITAL LP EIN 20-1261928
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TODD STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3053044340
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE TODD A STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	TODD
ReturnHeader/Filer/EIN	0	134023827
ReturnHeader/Filer/InCareOfNm	0	% TODD A STUART
ReturnHeader/Filer/PhoneNum	0	3053044340
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1404 WHITE STREET
ReturnHeader/Filer/USAddress/CityNm	0	KEY WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	674A46F59D11E5C18250534B1982AF9D105A1A15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	674A46F59D11E5C18250534B1982AF9D105A1A15
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	12864720181145000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-04-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	72.89.27.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SLK ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1981 MARCUS AVE-STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5163528901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL PICKETT
ReturnHeader/ReturnTs	0	2019-01-10T07:45:11-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-07-01
ReturnHeader/TaxPeriodEndDt	0	2017-06-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $537,464
Liabilities: $0
Net assets: $537,464
Revenue: $16,611
Expenses: $54,911
Net income: -$38,300

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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