Civic Intelligence

The Stone Foundation Inc

990PF • Fiscal year 2019 • EIN 47-5601594

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 12, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,134,704

Up $479,135 (+6.3%) from 2018

Net Assets

Up

$8,134,704

Up $480,196 (+6.3%) from 2018

Liabilities

Down

$0

Down $1,061 (-100%) from 2018

Revenue

Down

$926,076

Down $233,095 (-20%) from 2018

Expenses

Up

$443,368

Up $39,760 (+9.9%) from 2018

Net Income

Down

$482,708

Down $272,855 (-36%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$8,134,704
Liabilities$0
Net Assets$8,134,704

Operations Trend

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

2019

Revenue$926,076
Expenses$443,368
Net Income$482,708
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 12, 2020
Return Version
2019v5.1
Compensation and Service Providers

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 Klein
Title
President
Phone
9413834567
Signed
2020-06-12
Discuss with paid preparer
No

Preparer

Firm
Fioritto and Associates PLLC
Address
50217 Schoenherr, Shelby Township, MI 48315
Preparer
John P Fioritto
Phone
5862038281
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marcia S Klein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stacey Schaeffler
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Mitchell Schwartz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Mitchell Schwartz
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcia Klein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09413834567
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Stone Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0475601594
ReturnHeader/Filer/USAddress/AddressLine1Txt0585 Hornblower Lane
ReturnHeader/Filer/USAddress/CityNm0Longboat Key
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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

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