Civic Intelligence

Elbridge Stuart Foundation DBA Stuart Foundation

990PF • Fiscal year 2018 • EIN 20-0882784

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.22x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

58th percentile

$772,569

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

37th percentile

1.3%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-7.2%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$398,714,774

Up $5,049,688 (+1.3%) from 2017

Net Assets

Up

$390,546,568

Up $4,214,779 (+1.1%) from 2017

Liabilities

Up

$8,168,206

Up $834,909 (+11%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin64th percentile

Revenue

Down

$37,181,370

Down $2,874,649 (-7.2%) from 2017

Expenses

Down

$32,966,591

Down $2,832,061 (-7.9%) from 2017

Net Income

Down

$4,214,779

Down $42,588 (-1.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2018

Assets$398,714,774
Liabilities$8,168,206
Net Assets$390,546,568
Open 2018 Filing

Operations Trend

Revenue Growth14th 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

2018

Revenue$37,181,370
Expenses$32,966,591
Net Income$4,214,779
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN RAYMONDPresident & SecFT$686,049$86,520$772,569
DAVID BARLOWTreasurer & CFOFT$348,275$59,807$408,082
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
2019-11-11
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 640 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/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt086020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt159207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt1600
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DWIGHT L STUART JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVIS CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELBRIDGE H STUART III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STUART LUCAS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID BARLOW
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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
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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
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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/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/AdjustedQlfyDistriYr1Amt026659304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023953950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025323548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024925836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022424093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0313267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0446064591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0535174574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0502596987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0445982204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0460558868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0444204087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025822076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258859
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025508809
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025822076
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0313267
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025822076
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$398,714,774
Liabilities
$8,168,206
Net assets
$390,546,568
Revenue
$37,181,370
Expenses
$32,966,591
Net income
$4,214,779
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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