Civic Intelligence

Stewart Family Foundation Gerald L Fister Treasurer

EIN 23-7087575 • 501(c)3 • Fullerton, CA

Profile

Collecting and organizing family history records for submission to the church of jesus christ of latter-day saints family history libraries and temples, educating foundation members on the importance of the family, informing foundation members about other matters affecting the family, fostering family unity, and preserving family traditions and heritage

285 Imperial Hwy Suite 102Fullerton, CA 92835

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

77%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2790%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,183

Up $1,384 (+77%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,183

Up $1,384 (+77%) from 2023

Revenue

Up

$1,734

Up $1,674 (+2790%) from 2023

Expenses

Up

$849

Up $839 (+8390%) from 2023

Net Income

Up

$885

Up $835 (+1670%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2012: $9,262Net Assets 2012: $9,2622012Assets 2013: $9,262Net Assets 2013: $9,2622013Assets 2015: $542Net Assets 2015: $5422015Assets 2016: $465Net Assets 2016: $4652016Assets 2020: $475Net Assets 2020: $4752020Assets 2021: $2,075Net Assets 2021: $2,0752021Assets 2022: $1,749Net Assets 2022: $1,7492022Assets 2023: $1,799Net Assets 2023: $1,7992023Assets 2024: $3,183Net Assets 2024: $3,1832024

Highlighted filing

2024

Assets$3,183
Liabilities-
Net Assets$3,183

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2012: $12012Expenses 2015: $152015Revenue 2016: $5Expenses 2016: $82Net Income 2016: -$772016Revenue 2020: $202020Revenue 2021: $1,6002021Revenue 2022: $1,727Expenses 2022: $2,053Net Income 2022: -$3262022Revenue 2023: $60Expenses 2023: $10Net Income 2023: $502023Revenue 2024: $1,734Expenses 2024: $849Net Income 2024: $8852024

Highlighted filing

2024

Revenue$1,734
Expenses$849
Net Income$885

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.0
Gross Receipts
$1,734
Mission and Program Overview

Mission

Collecting and organizing family history records for submission to the church of jesus christ of latter-day saints family history libraries and temples, educating foundation members on the importance of the family, informing foundation members about other matters affecting the family, fostering family unity, and preserving family traditions and heritage

Program Services

DescriptionGrantsExpenses
PUBLISHED FAMILY NEWSLETTER INFORMING FOUNDATION MEMBERS ABOUT FAMILY HISTORY AND ENCOURAGING COLLECTION OF FAMILY HISTORY INFORMATION FOR LIBRARY AND TEMPLE SUBMISSION. HOLD BIENNIAL FAMILY REUNIONS WHERE FAMILY MEMBERS ARE INFORMED ABOUT MATTERS AFFECTING THE FAMILY. AT THE REUNION FAMILY MEMBERS ENGAGE IN ACTIVITIES THAT FOSTER FAMILY UNITY AND PRESERVE FAMILY TRADITIONS AND HERITAGE.-$831
FAMILY NEWSLETTER AND FAMILY HISTORY WORK--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE GARN STEWARTPresident-$0--
PHILLIP S FERGUSONSecretary-$0--
GERALD L FISTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stewart Family Foundation
EIN
23-7087575
Phone
7146806414
Address
285 IMPERIAL HWY SUITE 102, FULLERTON, CA 92835

Signing Officer

Name
Gerald L Fister
Title
Treasurer
Phone
7146806414
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Fister Tax Service Inc
Address
285 IMPERIAL HWY STE 102, FULLERTON, CA 92835
Preparer
Gerald L Fister Ea
Phone
7146806414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 15 state corp license fee 18 total 33

Form 990-ez, Part I, Line 20

Correct beginning balance 499

Form 990-ez, Part III

Collecting and organizing family history records for submission to the church of jesus christ of latter-day saints family history libraries and temples, educating foundation members on the importance of the family, informing foundation members about other matters affecting the family, fostering family unity, and preserving family traditions and heritage

Form 990-ez, Part III, Line 31

Published family newsletter informing foundation members about family history and encouraging collection of family history information for library and temple submission. Hold biennial family reunions where family members are informed about matters affecting the family. At the reunion family members engage in activities that foster family unity and preserve family traditions and heritage.

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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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