Civic Intelligence

James C Stewart Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-7490186

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(855) 834-0350

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$20,275

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

504%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,367,118

Up $160,138 (+13%) from 2015

Net Assets

$1,367,118

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$227,303

Up $189,662 (+504%) from 2015

Expenses

Down

$66,835

Down $33,175 (-33%) from 2015

Net Income

Up

$160,468

Up $222,837 (+357%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,266,367Liabilities 2014: $02014Assets 2015: $1,206,980Liabilities 2015: $02015Assets 2016: $1,367,118Liabilities 2016: $0Net Assets 2016: $1,367,1182016Assets 2017: $1,356,735Liabilities 2017: $0Net Assets 2017: $1,356,7352017Assets 2019: $1,320,058Liabilities 2019: $0Net Assets 2019: $1,320,0582019Assets 2020: $1,273,244Liabilities 2020: $0Net Assets 2020: $1,273,2442020Assets 2021: $1,486,000Liabilities 2021: $0Net Assets 2021: $1,486,0002021Assets 2022: $1,432,476Liabilities 2022: $0Net Assets 2022: $1,432,4762022Assets 2023: $1,447,945Liabilities 2023: $0Net Assets 2023: $1,447,9452023Assets 2024: $1,388,796Liabilities 2024: $0Net Assets 2024: $1,388,7962024

Highlighted filing

2016

Assets$1,367,118
Liabilities$0
Net Assets$1,367,118
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,524,081Expenses 2014: $12,784Net Income 2014: $1,511,2972014Revenue 2015: $37,641Expenses 2015: $100,010Net Income 2015: -$62,3692015Revenue 2016: $227,303Expenses 2016: $66,835Net Income 2016: $160,4682016Revenue 2017: $62,636Expenses 2017: $72,990Net Income 2017: -$10,3542017Revenue 2019: $32,495Expenses 2019: $80,658Net Income 2019: -$48,1632019Revenue 2020: $43,228Expenses 2020: $89,442Net Income 2020: -$46,2142020Revenue 2021: $306,888Expenses 2021: $94,038Net Income 2021: $212,8502021Revenue 2022: $38,760Expenses 2022: $92,508Net Income 2022: -$53,7482022Revenue 2023: $112,244Expenses 2023: $96,380Net Income 2023: $15,8642023Revenue 2024: $55,417Expenses 2024: $114,395Net Income 2024: -$58,9782024

Highlighted filing

2016

Revenue$227,303
Expenses$66,835
Net Income$160,468
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$20,275-$20,275
Filing and Contact Details

Filer

Filer Name
James C Stewart Charitable Foundation
EIN
46-7490186
Phone
8558340350
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8558340350
Signed
2017-05-01
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95883556102 THERMO FISHER SCIENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10091324P102 UNITEDHEALTH GROUP I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10495040Q104 WELLTOWER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106H84989104 TE CONNECTIVITY LTD
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227303
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0194088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05069
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015206
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027270
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031943
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0160468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01312109
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0194088
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0205620
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt051069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0221386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0227303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021835
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-07-24

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,367,118
Liabilities
$0
Net assets
$1,367,118
Revenue
$227,303
Expenses
$66,835
Net income
$160,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.06$0.11$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.11$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.31$0.09$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.04$0.09$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.03$0.08$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.23$0.07$0.16
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$0.04$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$1.52$0.01$1.51