Civic Intelligence

The Otto G & Jill V Stolz Charitable Foundation

EIN 38-2706911 • Mount Dora, FL

317 Lakeshore Pointe BlvdMount Dora, FL 32757
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-149%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$42,500

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 89.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.0%

Faster asset growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

3.2%

Faster revenue growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,109,834

Down $70,460 (-6.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$1,109,834

Down $70,460 (-6.0%) from 2023

Revenue

Up

$47,396

Up $1,456 (+3.2%) from 2023

Expenses

Up

$117,856

Up $52,524 (+80%) from 2023

Net Income

Down

-$70,460

Down $51,068 (-263%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,395,652Liabilities 2011: $02011Assets 2012: $1,707,925Liabilities 2012: $02012Assets 2013: $1,634,920Liabilities 2013: $02013Assets 2014: $1,472,111Liabilities 2014: $02014Assets 2015: $1,219,755Liabilities 2015: $02015Assets 2019: $1,359,805Liabilities 2019: $02019Assets 2020: $1,334,145Liabilities 2020: $1Net Assets 2020: $1,334,1452020Assets 2021: $1,287,976Liabilities 2021: $1Net Assets 2021: $1,287,9762021Assets 2022: $1,199,686Liabilities 2022: $1Net Assets 2022: $1,199,6862022Assets 2023: $1,180,294Liabilities 2023: $1Net Assets 2023: $1,180,2942023Assets 2024: $1,109,834Liabilities 2024: $0Net Assets 2024: $1,109,8342024

Highlighted filing

2024

Assets$1,109,834
Liabilities$0
Net Assets$1,109,834

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $19,075Expenses 2011: $135,700Net Income 2011: -$116,6252011Revenue 2012: $469,765Expenses 2012: $157,492Net Income 2012: $312,2732012Revenue 2013: $106,759Expenses 2013: $148,924Net Income 2013: -$42,1652013Revenue 2014: -$31,739Expenses 2014: $131,070Net Income 2014: -$162,8092014Revenue 2015: $148,327Expenses 2015: $149,804Net Income 2015: -$1,4772015Revenue 2019: $131,678Expenses 2019: $126,149Net Income 2019: $5,5292019Revenue 2020: $36,794Expenses 2020: $62,454Net Income 2020: -$25,6602020Revenue 2021: $72,435Expenses 2021: $114,869Net Income 2021: -$42,4342021Revenue 2022: $43,270Expenses 2022: $131,560Net Income 2022: -$88,2902022Revenue 2023: $45,940Expenses 2023: $65,332Net Income 2023: -$19,3922023Revenue 2024: $47,396Expenses 2024: $117,856Net Income 2024: -$70,4602024

Highlighted filing

2024

Revenue$47,396
Expenses$117,856
Net Income-$70,460

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather A StolzDirector And ManagerPT$42,500-$42,500
Whitney StolzDirector-$2,500-$2,500
Otto G StolzDirectorPT$0--
Jill V StolzDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Otto G & Jill V Stolz Charitable Foundation
EIN
38-2706911
Phone
3523686684
Address
317 Lakeshore Pointe Blvd, Mount Dora, FL 32757

Signing Officer

Name
Otto Stolz
Title
President
Phone
3523686684
Signed
2025-04-17

Preparer

Firm
Marc McCurry CPA PC
Address
805 Airport Road, Muskegon, MI 49441
Preparer
Marc McCurry
Phone
2317980120
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04349777671
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation has no Direct Charitable Activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0The Foundation has no program related investments
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Specific Format or Information is Required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Heather Stolz
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03526686684
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0317 Lakeshore Pointe Blvd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Mount Dora
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032757
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Religious, charitable/literary and prevention of cruelty to animals/children
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Applications Accepted at any time.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Otto G Stolz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt01st Church of Christ Scientist
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Christian Science Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Duke University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Christian Science Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4University of Virginia Law School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01618 Gordon Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11205 Blenheim Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31205 Blenheim Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4580 Massie Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Charlottesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Charlottesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422903
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023175
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053682
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0181373
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114674
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060992
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0234257
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0173265
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administration
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Board Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Education
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Postage and Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Professional Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Telephone/Internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4824
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt533475
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt620
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt730
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt88981
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9382
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4824
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt533475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt620
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt88981
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9382
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10305
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Otto Stolz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03523686684
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Otto G & Jill V Stolz Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OTTO
ReturnHeader/Filer/EIN0382706911
ReturnHeader/Filer/PhoneNum03523686684
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 Lakeshore Pointe Blvd
ReturnHeader/Filer/USAddress/CityNm0Mount Dora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032757
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383269287
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marc McCurry CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 Airport Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Muskegon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049441
ReturnHeader/PreparerPersonGrp/PhoneNum02317980120
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc McCurry
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-25T13:07:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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