Civic Intelligence

The Stone Foundation Inc

990PF • Fiscal year 2016 • EIN 47-5601594

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
585 Hornblower LaneLongboat Key, FL 34228

(586) 203-8281

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

$6,259,839

No earlier filing loaded for comparison.

Net Assets

$6,257,966

No earlier filing loaded for comparison.

Liabilities

$1,873

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

$761,867

No earlier filing loaded for comparison.

Expenses

$276,918

No earlier filing loaded for comparison.

Net Income

$484,949

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2016: $6,259,839Liabilities 2016: $1,873Net Assets 2016: $6,257,9662016Assets 2017: $6,903,403Liabilities 2017: $979Net Assets 2017: $6,902,4242017Assets 2018: $7,655,569Liabilities 2018: $1,061Net Assets 2018: $7,654,5082018Assets 2019: $8,134,704Liabilities 2019: $0Net Assets 2019: $8,134,7042019Assets 2020: $9,118,045Liabilities 2020: $2,756Net Assets 2020: $9,115,2892020Assets 2021: $10,248,828Liabilities 2021: $946Net Assets 2021: $10,247,8822021Assets 2022: $10,941,386Liabilities 2022: $0Net Assets 2022: $10,941,3862022Assets 2023: $10,895,466Liabilities 2023: $0Net Assets 2023: $10,895,4662023Assets 2024: $9,806,118Liabilities 2024: $229Net Assets 2024: $9,805,8892024

Highlighted filing

2016

Assets$6,259,839
Liabilities$1,873
Net Assets$6,257,966
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $761,867Expenses 2016: $276,918Net Income 2016: $484,9492016Revenue 2017: $1,017,750Expenses 2017: $373,292Net Income 2017: $644,4582017Revenue 2018: $1,159,171Expenses 2018: $403,608Net Income 2018: $755,5632018Revenue 2019: $926,076Expenses 2019: $443,368Net Income 2019: $482,7082019Revenue 2020: $1,462,679Expenses 2020: $476,275Net Income 2020: $986,4042020Revenue 2021: $1,671,628Expenses 2021: $528,813Net Income 2021: $1,142,8152021Revenue 2022: $1,365,699Expenses 2022: $672,195Net Income 2022: $693,5042022Revenue 2023: $758,833Expenses 2023: $804,753Net Income 2023: -$45,9202023Revenue 2024: -$159,259Expenses 2024: $930,318Net Income 2024: -$1,089,5772024

Highlighted filing

2016

Revenue$761,867
Expenses$276,918
Net Income$484,949
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia S KleinPresident-$0--
Stacey SchaefflerVice President-$0--
Stacey SchaefflerSecretary-$0--
Mitchell SchwartzVice President-$0--
Mitchell SchwartzTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Stone Foundation Inc
EIN
47-5601594
Address
585 Hornblower Lane, Longboat Key, FL 34228

Signing Officer

Name
Marcia S Klein
Title
President
Phone
9413834567
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Fioritto and Associates PLLC
Address
50217 Schoenherr, Shelby Township, MI 48315
Preparer
John P Fioritto
Phone
5862038281
Raw XML Appendix357 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marcia S Klein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stacey Schaeffler
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0585 Hornblower Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Longboat Key
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034228
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09413834567
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt356000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Veterans Food PantryBack Pack Prog Spout Food Tr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Benevolent Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Town City Program Arts Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Medical research in autoammune
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Stone Scholarship Student Professional Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0All Faiths Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jewish Federation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Friendship Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Regents of University of Michigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Ringling College of Arts Design
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08171 Blaike Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16735 Telegraph Road Ste 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26892 W Maple Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3301 E Liberty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42700 N Tmaiami Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bloomfield Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2West Bloomfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Ann Arbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3481042251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0256000
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/AppliedToCurrentYearAmt0256000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0301240
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0256000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045240
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Joshua J Stone 15-Yr 20 Yr CLT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027235 Ovid
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Franklin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0681404
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0681404
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Marketable Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-10-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Unrealized loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05773017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Transfer From J & E Stone Foundat
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06922
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06922
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt11873
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt048
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcia S Klein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09413834567
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Stone Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0475601594
ReturnHeader/Filer/USAddress/AddressLine1Txt0585 Hornblower Lane
ReturnHeader/Filer/USAddress/CityNm0Longboat Key
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BDA8BD85D18AF0C02DC93245A87CE533D606AB3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06BDA8BD85D18AF0C02DC93245A87CE533D606AB3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03840962017164c3foqvk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.94.230.93
ReturnHeader/FilingSecurityInformation/IPDt02017-06-13
ReturnHeader/FilingSecurityInformation/IPTm008:47:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202779745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fioritto and Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050217 Schoenherr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shelby Township
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048315
ReturnHeader/PreparerPersonGrp/PhoneNum05862038281
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Fioritto
ReturnHeader/ReturnTs02017-06-09T15:37:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,259,839
Liabilities
$1,873
Net assets
$6,257,966
Revenue
$761,867
Expenses
$276,918
Net income
$484,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.16$0.93$1.09
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.76$0.80$0.05
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.37$0.67$0.69
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.67$0.53$1.14
2020Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$1.46$0.48$0.99
2019Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.93$0.44$0.48
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.65$1.16$0.40$0.76
2017Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$1.02$0.37$0.64
2016Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.76$0.28$0.48