Civic Intelligence

Thomas & Katharine Stoner Foundation

990PF • Fiscal year 2015 • EIN 42-1263576

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
410 Severn AvenueAnnapolis, MD 21403

(410) 268-1376

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

16th percentile

-24%

Higher net margin than 16% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$130,521

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

12th percentile

-8.0%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,383,800

Down $554,468 (-8.0%) from 2014

Net Assets

Down

$6,379,238

Down $559,030 (-8.1%) from 2014

Liabilities

Up

$4,562

Up $4,562 from 2014

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin16th percentile

Revenue

Up

$1,293,576

Up $348,673 (+37%) from 2014

Expenses

Down

$1,597,970

Down $672,866 (-30%) from 2014

Net Income

Up

-$304,394

Up $1,021,539 (+77%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$30M$20M$10M$0Assets 2011: $8,337,077Liabilities 2011: $02011Assets 2012: $8,269,467Liabilities 2012: $852012Assets 2013: $8,150,647Liabilities 2013: $6,6162013Assets 2014: $6,938,268Liabilities 2014: $0Net Assets 2014: $6,938,2682014Assets 2015: $6,383,800Liabilities 2015: $4,562Net Assets 2015: $6,379,2382015Assets 2016: $4,513,619Liabilities 2016: $7,956Net Assets 2016: $4,505,6632016Assets 2017: $3,806,947Liabilities 2017: $9,573Net Assets 2017: $3,797,3742017Assets 2019: $6,319,607Liabilities 2019: $6,197Net Assets 2019: $6,313,4102019Assets 2020: $8,522,355Liabilities 2020: $37,583Net Assets 2020: $8,484,7722020Assets 2021: $10,597,874Liabilities 2021: $25,462Net Assets 2021: $10,572,4122021Assets 2022: $9,186,107Liabilities 2022: $35,100Net Assets 2022: $9,151,0072022Assets 2023: $9,686,062Liabilities 2023: $135,087Net Assets 2023: $9,550,9752023Assets 2024: $24,918,380Liabilities 2024: $121,578Net Assets 2024: $24,796,8022024

Highlighted filing

2015

Assets$6,383,800
Liabilities$4,562
Net Assets$6,379,238
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,304,638Expenses 2011: $1,703,646Net Income 2011: -$399,0082011Revenue 2012: $1,708,023Expenses 2012: $2,026,328Net Income 2012: -$318,3052012Revenue 2013: $1,853,882Expenses 2013: $1,759,871Net Income 2013: $94,0112013Revenue 2014: $944,903Expenses 2014: $2,270,836Net Income 2014: -$1,325,9332014Revenue 2015: $1,293,576Expenses 2015: $1,597,970Net Income 2015: -$304,3942015Revenue 2016: $358,775Expenses 2016: $2,280,588Net Income 2016: -$1,921,8132016Revenue 2017: $1,063,112Expenses 2017: $1,471,056Net Income 2017: -$407,9442017Revenue 2019: $2,511,718Expenses 2019: $693,728Net Income 2019: $1,817,9902019Revenue 2020: $2,707,851Expenses 2020: $940,309Net Income 2020: $1,767,5422020Revenue 2021: $2,689,034Expenses 2021: $1,259,677Net Income 2021: $1,429,3572021Revenue 2022: $1,658,857Expenses 2022: $1,713,593Net Income 2022: -$54,7362022Revenue 2023: $1,772,267Expenses 2023: $2,169,256Net Income 2023: -$396,9892023Revenue 2024: $17,324,992Expenses 2024: $2,531,985Net Income 2024: $14,793,0072024

Highlighted filing

2015

Revenue$1,293,576
Expenses$1,597,970
Net Income-$304,394
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary F WyattSecretaryFT$126,695$3,826$130,521
Thomas H StonerPresidentPT$0--
Katharine E StonerVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Katharine Stoner Foundation
EIN
42-1263576
Phone
4102681376
Address
410 Severn Avenue, Annapolis, MD 21403

Signing Officer

Name
Mary F Wyatt
Title
CPA
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kupstas & Kupstas LLC
Address
1833-F Forest Drive, Annapolis, MD 21401
Preparer
Thomas F Kupstas
Phone
4102685808
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Symphony Capital Venture Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Stone Arch Capital
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Northstar Mezzanine Partners IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Hlm Venture Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Brown Advisory Venture Growth Prtrs 2006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Brenton Communities Fd VII Country Lv
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Brenton Communities Fd VIII Blair
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Point 406 Ventures I Lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Phillips Edison Strat Inv Fd LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Five Corners Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Fsp 303 East Wacker Drive Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21Bain Capital X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22Brenton Finance LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23Golub Capital Mezzanine Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24Brenton Communities Fd II Boone, La, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2510,403 Fpa Crescent Portfolio
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26Susa Ventures, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6223577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1050631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11135696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12173858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1386609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1463604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17135637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19438270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2154784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2326571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25323131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2660000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt031610
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0741454
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/BusinessCd0511130
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-11415
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt022764
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt0-48942
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K- 1's Royalty
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1 Form 4797 Ord Inc
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1 Section 1256 Gain
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3K-1's Ord Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4K-1's other income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5SEC Class Action Settleme
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0122
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt110316
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt22000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0759856
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-11415
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0748441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032485
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0184523
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0741472
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt078313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0130521
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0669022
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0669022
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0545135
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt011841
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt011373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt031610
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031610
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031610
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-304394
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0-11415
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0-11415
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt048942
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt048942
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt048942
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05321765
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0346
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt022764
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022764
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022764
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0346
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02822
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0741454
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0699831
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-48942
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0190506
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt043925
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt058567
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0118207
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0161582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0182726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0285815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0115880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0192747
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02360
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03630
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016484
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0414
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0184523

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,383,800
Liabilities
$4,562
Net assets
$6,379,238
Revenue
$1,293,576
Expenses
$1,597,970
Net income
-$304,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.12$24.8$17.3$2.53$14.8
2023Detailed filing. Detailed filing data is available for this year.$9.69$0.14$9.55$1.77$2.17$0.40
2022Detailed filing. Detailed filing data is available for this year.$9.19$0.04$9.15$1.66$1.71$0.05
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.03$10.6$2.69$1.26$1.43
2020Detailed filing. Detailed filing data is available for this year.$8.52$0.04$8.48$2.71$0.94$1.77
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.01$6.31$2.51$0.69$1.82
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.80$1.06$1.47$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.01$4.51$0.36$2.28$1.92
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.29$1.60$0.30
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.94$2.27$1.33
2013Summary only. Only limited summary data is available for this year.$8.15$0.01$1.85$1.76$0.09
2012Summary only. Only limited summary data is available for this year.$8.27$0.00$1.71$2.03$0.32
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$1.30$1.70$0.40