Civic Intelligence

Hamilton Family Stewardship Foundation Inc

EIN 45-4089010 • Newtown, PA

48 Woodhill RoadNewtown, PA 18940
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-833%

Higher net margin than 4% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-98%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$52,602

Down $6,000 (-10%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$52,602

No earlier filing loaded for comparison.

Revenue

Down

$720

Down $34,280 (-98%) from 2023

Expenses

Down

$6,720

Down $20,790 (-76%) from 2023

Net Income

Down

-$6,000

Down $13,490 (-180%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,099,150Liabilities 2011: $0Net Assets 2011: $1,099,1502011Assets 2012: $911,841Liabilities 2012: $12012Assets 2013: $437,689Liabilities 2013: $0Net Assets 2013: $437,6892013Assets 2014: $424,540Liabilities 2014: $0Net Assets 2014: $424,5402014Assets 2015: $91,569Liabilities 2015: $0Net Assets 2015: $91,5692015Assets 2016: $61,559Liabilities 2016: $0Net Assets 2016: $61,5592016Assets 2017: $137,542Liabilities 2017: $0Net Assets 2017: $137,5422017Assets 2018: $41,502Liabilities 2018: $0Net Assets 2018: $41,5022018Assets 2019: $22,992Liabilities 2019: $0Net Assets 2019: $22,9922019Assets 2020: $36,482Liabilities 2020: $12020Assets 2021: $80,472Liabilities 2021: $0Net Assets 2021: $80,4722021Assets 2022: $51,112Liabilities 2022: $0Net Assets 2022: $51,1122022Assets 2023: $58,602Liabilities 2023: $12023Assets 2024: $52,602Liabilities 2024: $0Net Assets 2024: $52,6022024

Highlighted filing

2024

Assets$52,602
Liabilities$0
Net Assets$52,602

Operations Trend

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

$500K$0-$500KExpenses 2011: $8502011Revenue 2012: $1Expenses 2012: $187,309Net Income 2012: -$187,3082012Revenue 2013: $0Expenses 2013: $474,152Net Income 2013: -$474,1522013Revenue 2014: $0Expenses 2014: $13,149Net Income 2014: -$13,1492014Revenue 2015: $0Expenses 2015: $332,971Net Income 2015: -$332,9712015Revenue 2016: $0Expenses 2016: $30,010Net Income 2016: -$30,0102016Revenue 2017: $100,000Expenses 2017: $24,017Net Income 2017: $75,9832017Revenue 2018: $0Expenses 2018: $96,040Net Income 2018: -$96,0402018Revenue 2019: $35,000Expenses 2019: $53,510Net Income 2019: -$18,5102019Revenue 2020: $75,000Expenses 2020: $61,510Net Income 2020: $13,4902020Revenue 2021: $75,000Expenses 2021: $31,010Net Income 2021: $43,9902021Revenue 2022: $0Expenses 2022: $29,360Net Income 2022: -$29,3602022Revenue 2023: $35,000Expenses 2023: $27,510Net Income 2023: $7,4902023Revenue 2024: $720Expenses 2024: $6,720Net Income 2024: -$6,0002024

Highlighted filing

2024

Revenue$720
Expenses$6,720
Net Income-$6,000

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.00$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.06$0.00$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.03$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.08$0.03$0.04
2020Summary only. Only limited summary data is available for this year.$0.04$0.00$0.08$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.04$0.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.00$0.10$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.10$0.02$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.00$0.03$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.33$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.47$0.47
2012Summary only. Only limited summary data is available for this year.$0.91$0.00$0.00$0.19$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS S HAMILTONDirector-$0--
BEVERLY R HAMILTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hamilton Family Stewardship Foundat
EIN
45-4089010
Phone
2158604201
Address
48 WOODHILL ROAD, NEWTOWN, PA 18940

Signing Officer

Name
Douglas S Hamilton
Title
Director
Phone
2158604201
Signed
2023-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Gibsonmayer LLC
Address
301 OXFORD VALLEY RD SUITE 1202A, YARDLEY, PA 19067
Preparer
John P Mayer
Phone
2153693300
Raw XML Appendix180 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0610
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-29360
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0610
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29360
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051112
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03830
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03830
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03830
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt080472
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt080472
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt051112
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080472
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051112
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080472
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051112
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt077771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01167
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03830
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt076604
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt077771
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS S HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BEVERLY R HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWTOWN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028750
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS S HAMILTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02158604201
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028750
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRINITY OPC CHURCH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03830
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112182
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02158604201
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON FAMILY STEWARDSHIP FOUNDAT
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0454089010
ReturnHeader/Filer/PhoneNum02158604201
ReturnHeader/Filer/USAddress/AddressLine1Txt048 WOODHILL ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203796278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIBSONMAYER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 OXFORD VALLEY RD SUITE 1202A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARDLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019067
ReturnHeader/PreparerPersonGrp/PhoneNum02153693300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P MAYER
ReturnHeader/ReturnTs02023-09-05T14:41:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMILTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits