Civic Intelligence

Mark and Karla Stuart Foundation

990PF • Fiscal year 2018 • EIN 46-2805434

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
1896 Beach AvenueAtlantic Beach, FL 32233

(858) 454-8519

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$451,995

Up $306 (+0.1%) from 2017

Net Assets

Up

$451,995

Up $306 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

Down

$19,486

Down $805 (-4.0%) from 2017

Expenses

Down

$19,180

Down $625 (-3.2%) from 2017

Net Income

Down

$306

Down $180 (-37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2013: $474,915Liabilities 2013: $1Net Assets 2013: $474,9152013Assets 2014: $478,934Liabilities 2014: $1Net Assets 2014: $478,9342014Assets 2015: $461,710Liabilities 2015: $1Net Assets 2015: $461,7102015Assets 2016: $451,203Liabilities 2016: $0Net Assets 2016: $451,2032016Assets 2017: $451,689Liabilities 2017: $0Net Assets 2017: $451,6892017Assets 2018: $451,995Liabilities 2018: $0Net Assets 2018: $451,9952018Assets 2019: $466,061Liabilities 2019: $1Net Assets 2019: $466,0612019Assets 2020: $658,613Liabilities 2020: $1Net Assets 2020: $658,6132020Assets 2021: $733,745Liabilities 2021: $1Net Assets 2021: $733,7452021Assets 2022: $588,803Liabilities 2022: $1Net Assets 2022: $588,8032022Assets 2023: $665,949Liabilities 2023: $0Net Assets 2023: $665,9492023Assets 2024: $718,504Liabilities 2024: $0Net Assets 2024: $718,5042024

Highlighted filing

2018

Assets$451,995
Liabilities$0
Net Assets$451,995
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $482,783Expenses 2013: $7,868Net Income 2013: $474,9152013Revenue 2014: $14,463Expenses 2014: $10,444Net Income 2014: $4,0192014Revenue 2015: $5,981Expenses 2015: $23,205Net Income 2015: -$17,2242015Revenue 2016: $7,191Expenses 2016: $17,698Net Income 2016: -$10,5072016Revenue 2017: $20,291Expenses 2017: $19,805Net Income 2017: $4862017Revenue 2018: $19,486Expenses 2018: $19,180Net Income 2018: $3062018Revenue 2019: $31,211Expenses 2019: $17,145Net Income 2019: $14,0662019Revenue 2020: $31,071Expenses 2020: $22,348Net Income 2020: $8,7232020Revenue 2021: $57,608Expenses 2021: $22,080Net Income 2021: $35,5282021Revenue 2022: $5,257Expenses 2022: $19,774Net Income 2022: -$14,5172022Revenue 2023: $47,241Expenses 2023: $39,708Net Income 2023: $7,5332023Revenue 2024: $43,731Expenses 2024: $45,654Net Income 2024: -$1,9232024

Highlighted filing

2018

Revenue$19,486
Expenses$19,180
Net Income$306
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK H STUARTDir/Pres/Treas-$0--
KARLA STUARTDir/VP/Secrty-$0--
Filing and Contact Details

Filer

Filer Name
Mark and Karla Stuart Foundation
EIN
46-2805434
Phone
8584548519
Address
1896 BEACH AVENUE, ATLANTIC BEACH, FL 32233

Signing Officer

Name
Mark H Stuart
Title
President/Treas
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Murrill & Gerbino LLP
Address
9191 Towne Centre Drive Ste 355, San Diego, CA 92122-1236
Preparer
Jason S Gerbino Ea
Phone
8584555400
Raw XML Appendix312 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Wash Sale
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KARLA STUART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610097 Cleary Blvd STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71560 Sherman Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOLANA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07586
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043095
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03040
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07586
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07586
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036859
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04560
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY FOREIGN TAX PD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24560
TaxesSchedule/TaxesDetail/Amt0366
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0366
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK H STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK AND KARLA STUART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0462805434
ReturnHeader/Filer/PhoneNum08584548519
ReturnHeader/Filer/USAddress/AddressLine1Txt01896 BEACH AVENUE
ReturnHeader/Filer/USAddress/CityNm0ATLANTIC BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032233
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462037525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murrill & Gerbino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09191 Towne Centre Drive Ste 355
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921221236
ReturnHeader/PreparerPersonGrp/PhoneNum08584555400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON S GERBINO EA
ReturnHeader/ReturnTs02019-05-07T11:07:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,995
Liabilities
$0
Net assets
$451,995
Revenue
$19,486
Expenses
$19,180
Net income
$306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.44$0.46$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.47$0.40$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.05$0.20$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.58$0.22$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.31$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.31$0.17$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.19$0.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.20$0.20$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.07$0.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.06$0.23$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.14$0.10$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$4.83$0.08$4.75