Civic Intelligence

Thomas & Katharine Stoner Foundation

990PF • Fiscal year 2014 • EIN 42-1263576

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

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

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

3rd percentile

-140%

Higher net margin than 3% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$132,576

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$6,938,268

Down $1,212,379 (-15%) from 2013

Net Assets

$6,938,268

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $6,616 (-100%) from 2013

Revenue

Down

$944,903

Down $908,979 (-49%) from 2013

Expenses

Up

$2,270,836

Up $510,965 (+29%) from 2013

Net Income

Down

-$1,325,933

Down $1,419,944 (-1510%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$6,938,268
Liabilities$0
Net Assets$6,938,268

Operations Trend

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

2014

Revenue$944,903
Expenses$2,270,836
Net Income-$1,325,933
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary F WyattSecretaryFT$128,820$3,756$132,576
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
Executive Director
Signed
2015-11-09
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/BookValueAmt25282257
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2735000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FHLMC Mtg Part 1.25% 11/15/2033
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Elevation Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Silver Lake Partners II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Symphony Capital Venture Partners
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Hlm Venture Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Brown Advisory Venture Growth Prtrs 2006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Brenton Communities Fd VII Country Lv
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Brenton Communities Fd VIII Blair
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Brenton Communities Fd IX Slater
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Point 406 Ventures I Lp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Phillips Edison Strat Inv Fd LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21Five Corners Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22Fsp 303 East Wacker Drive Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23Bain Capital X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24Brenton Finance LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25Golub Capital Mezzanine Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26Brenton Communities Fd II Boone, La, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt279871 Fpa Crescent Portfolio
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28Neuberger Berman Long Sh Ins
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29Susa Ventures, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt078451

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