Civic Intelligence

Mark and Karla Stuart Foundation

990PF • Fiscal year 2020 • EIN 46-2805434

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-0.4%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$658,613

Up $192,552 (+41%) from 2019

Net Assets

Up

$658,613

Up $192,552 (+41%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin78th percentile

Revenue

Down

$31,071

Down $140 (-0.4%) from 2019

Expenses

Up

$22,348

Up $5,203 (+30%) from 2019

Net Income

Down

$8,723

Down $5,343 (-38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$658,613
Liabilities$1
Net Assets$658,613
Open 2020 Filing

Operations Trend

Revenue Growth53rd 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

2020

Revenue$31,071
Expenses$22,348
Net Income$8,723
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th 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
2021-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Murrill & Gerbino LLP
Address
9191 Towne Centre Drive Ste 355, San Diego, CA 92122
Preparer
Jason S Gerbino Ea
Phone
8584555400
Raw XML Appendix303 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK H STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KARLA STUART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/PRES/TREAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44699 MURPHY CANYON ROAD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09096
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07730
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09096
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041701
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04560
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MORGAN STANLEY FOREIGN TAX PD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05492
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04560
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3315
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03788
TaxesSchedule/TaxesDetail/Amt01358
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01358
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK H STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
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/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584555400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON S GERBINO EA
ReturnHeader/ReturnTs02021-08-16T14:49:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$658,613
Liabilities
$1
Net assets
$658,613
Revenue
$31,071
Expenses
$22,348
Net income
$8,723
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