Civic Intelligence

Elbridge Stuart Foundation DBA Stuart Foundation

990PF • Fiscal year 2017 • EIN 20-0882784

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile

View Organization Page

500 WASHINGTON STREET 8th floorSan Francisco, CA 94111

(415) 393-1551

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.18x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$529,115

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

24th percentile

1.8%

Faster asset growth than 24% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

29%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$393,665,086

Up $6,820,743 (+1.8%) from 2016

Net Assets

Up

$386,331,789

Up $4,257,367 (+1.1%) from 2016

Liabilities

Up

$7,333,297

Up $2,563,376 (+54%) from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin65th percentile

Revenue

Up

$40,056,019

Up $9,065,779 (+29%) from 2016

Expenses

Up

$35,798,652

Up $6,213,101 (+21%) from 2016

Net Income

Up

$4,257,367

Up $2,852,678 (+203%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600M$400M$200M$0Assets 2011: $401,294,792Liabilities 2011: $3,748,0272011Assets 2012: $377,852,308Liabilities 2012: $4,228,9302012Assets 2013: $373,471,950Liabilities 2013: $7,192,3072013Assets 2014: $379,502,204Liabilities 2014: $7,193,5682014Assets 2015: $384,896,422Liabilities 2015: $4,226,689Net Assets 2015: $380,669,7332015Assets 2016: $386,844,343Liabilities 2016: $4,769,921Net Assets 2016: $382,074,4222016Assets 2017: $393,665,086Liabilities 2017: $7,333,297Net Assets 2017: $386,331,7892017Assets 2018: $398,714,774Liabilities 2018: $8,168,206Net Assets 2018: $390,546,5682018Assets 2019: $398,384,368Liabilities 2019: $15,776,294Net Assets 2019: $382,608,0742019Assets 2020: $407,849,234Liabilities 2020: $10,211,049Net Assets 2020: $397,638,1852020Assets 2021: $470,098,131Liabilities 2021: $8,254,987Net Assets 2021: $461,843,1442021Assets 2022: $461,542,693Liabilities 2022: $14,863,545Net Assets 2022: $446,679,1482022Assets 2023: $518,066,379Liabilities 2023: $12,388,432Net Assets 2023: $505,677,9472023Assets 2024: $520,254,018Liabilities 2024: $7,312,164Net Assets 2024: $512,941,8542024

Highlighted filing

2017

Assets$393,665,086
Liabilities$7,333,297
Net Assets$386,331,789
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$100M$50M$0-$50MRevenue 2011: $18,925,180Expenses 2011: $28,514,107Net Income 2011: -$9,588,9272011Revenue 2012: $19,241,999Expenses 2012: $31,603,104Net Income 2012: -$12,361,1052012Revenue 2013: $20,257,908Expenses 2013: $31,660,223Net Income 2013: -$11,402,3152013Revenue 2014: $37,023,971Expenses 2014: $30,994,978Net Income 2014: $6,028,9932014Revenue 2015: $36,035,463Expenses 2015: $27,674,366Net Income 2015: $8,361,0972015Revenue 2016: $30,990,240Expenses 2016: $29,585,551Net Income 2016: $1,404,6892016Revenue 2017: $40,056,019Expenses 2017: $35,798,652Net Income 2017: $4,257,3672017Revenue 2018: $37,181,370Expenses 2018: $32,966,591Net Income 2018: $4,214,7792018Revenue 2019: $27,391,893Expenses 2019: $35,330,387Net Income 2019: -$7,938,4942019Revenue 2020: $50,927,983Expenses 2020: $35,897,872Net Income 2020: $15,030,1112020Revenue 2021: $98,480,305Expenses 2021: $34,275,346Net Income 2021: $64,204,9592021Revenue 2022: $19,491,342Expenses 2022: $34,655,338Net Income 2022: -$15,163,9962022Revenue 2023: $93,673,838Expenses 2023: $34,675,039Net Income 2023: $58,998,7992023Revenue 2024: $41,246,361Expenses 2024: $33,982,454Net Income 2024: $7,263,9072024

Highlighted filing

2017

Revenue$40,056,019
Expenses$35,798,652
Net Income$4,257,367
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN RAYMONDPresident & SecFT$446,352$82,763$529,115
DAVID BARLOWTreasurer & CFOFT$337,275$58,149$395,424
JOHN BUOYMASTERDirector-$0--
DWIGHT L STUART JRChair & DirectorPT$0--
DAVIS CAMPBELLDirector-$0--
ELBRIDGE H STUART IIIVice-ChairPT$0--
STUART LUCASVice-ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Elbridge Stuart Foundation
EIN
20-0882784
Phone
4153931551
Address
500 WASHINGTON STREET 8th floor, SAN FRANCISCO, CA 94111

Signing Officer

Name
Brad Sink
Title
CFO
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Kenneth A Preston
Phone
4157771001
Raw XML AppendixShowing 400 of 615 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/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt047001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt164958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt239629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt353305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt447037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt2919
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt41317
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIR- DSYF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2CHF STRAT. OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3DIR. COMM. & LEARN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4CONTROLLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6337275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt082163
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt1650
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELBRIDGE H STUART III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STUART LUCAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JONATHAN RAYMOND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chair & Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5President & Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Treasurer & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694111
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029803795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023953950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025323548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024925836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt022424093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025008540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0346181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0535174574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0502596987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0445982204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0460558868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0444204087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0377937273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026659304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.275216
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026659304
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026659304
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026659304
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$393,665,086
Liabilities
$7,333,297
Net assets
$386,331,789
Revenue
$40,056,019
Expenses
$35,798,652
Net income
$4,257,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$520$7.31$513$41.2$34.0$7.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$518$12.4$506$93.7$34.7$59.0
2022Detailed filing. Detailed filing data is available for this year.$462$14.9$447$19.5$34.7$15.2
2021Detailed filing. Detailed filing data is available for this year.$470$8.25$462$98.5$34.3$64.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$408$10.2$398$50.9$35.9$15.0
2019Detailed filing. Detailed filing data is available for this year.$398$15.8$383$27.4$35.3$7.94
2018Detailed filing. Detailed filing data is available for this year.$399$8.17$391$37.2$33.0$4.21
2017Detailed filing. Detailed filing data is available for this year.$394$7.33$386$40.1$35.8$4.26
2016Detailed filing. Detailed filing data is available for this year.$387$4.77$382$31.0$29.6$1.40
2015Detailed filing. Detailed filing data is available for this year.$385$4.23$381$36.0$27.7$8.36
2014Summary only. Only limited summary data is available for this year.$380$7.19$37.0$31.0$6.03
2013Summary only. Only limited summary data is available for this year.$373$7.19$20.3$31.7$11.4
2012Summary only. Only limited summary data is available for this year.$378$4.23$19.2$31.6$12.4
2011Summary only. Only limited summary data is available for this year.$401$3.75$18.9$28.5$9.59