Civic Intelligence

Margaret Acheson Stuart Society Inc

EIN 59-3089566 • 501(c)3 • St Petersburg, FL

Profile

Support museum of fine arts, a 501(c)(3) organization

255 Beach Drive NESt Petersburg, FL 33701

thestuartsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

93rd percentile

113%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$260,653

Up $138,528 (+113%) from 2024

Liabilities

Down

$17,000

Down $1,655 (-8.9%) from 2024

Net Assets

Up

$243,653

Up $140,183 (+135%) from 2024

Revenue

Up

$244,096

Up $51,156 (+27%) from 2024

Expenses

Down

$103,913

Down $99,510 (-49%) from 2024

Net Income

Up

$140,183

Up $150,666 (+1437%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $14,036Liabilities 2011: $0Net Assets 2011: $14,0362011Assets 2012: $15,802Liabilities 2012: $0Net Assets 2012: $15,8022012Assets 2013: $16,824Liabilities 2013: $0Net Assets 2013: $16,8242013Assets 2014: $29,487Liabilities 2014: $0Net Assets 2014: $29,4872014Assets 2015: $25,033Liabilities 2015: $0Net Assets 2015: $25,0332015Assets 2016: $32,807Liabilities 2016: $0Net Assets 2016: $32,8072016Assets 2017: $37,870Liabilities 2017: $0Net Assets 2017: $37,8702017Assets 2018: $147,693Liabilities 2018: $24,774Net Assets 2018: $122,9192018Assets 2019: $75,101Liabilities 2019: $28,075Net Assets 2019: $47,0262019Assets 2020: $87,268Liabilities 2020: $18,390Net Assets 2020: $68,8782020Assets 2021: $86,243Liabilities 2021: $14,475Net Assets 2021: $71,7682021Assets 2022: $72,237Liabilities 2022: $15,600Net Assets 2022: $56,6372022Assets 2023: $131,453Liabilities 2023: $17,500Net Assets 2023: $113,9532023Assets 2024: $122,125Liabilities 2024: $18,655Net Assets 2024: $103,4702024Assets 2025: $260,653Liabilities 2025: $17,000Net Assets 2025: $243,6532025

Highlighted filing

2025

Assets$260,653
Liabilities$17,000
Net Assets$243,653

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $234,8502011Expenses 2012: $376,2772012Expenses 2013: $541,2222013Revenue 2014: $426,864Expenses 2014: $414,212Net Income 2014: $12,6522014Revenue 2015: $741,466Expenses 2015: $745,920Net Income 2015: -$4,4542015Revenue 2016: $233,001Expenses 2016: $225,227Net Income 2016: $7,7742016Revenue 2017: $380,911Expenses 2017: $375,848Net Income 2017: $5,0632017Revenue 2018: $720,713Expenses 2018: $650,013Net Income 2018: $70,7002018Revenue 2019: $234,041Expenses 2019: $309,934Net Income 2019: -$75,8932019Revenue 2020: $159,758Expenses 2020: $137,906Net Income 2020: $21,8522020Revenue 2021: $178,952Expenses 2021: $176,062Net Income 2021: $2,8902021Revenue 2022: $165,156Expenses 2022: $180,287Net Income 2022: -$15,1312022Revenue 2023: $180,986Expenses 2023: $123,670Net Income 2023: $57,3162023Revenue 2024: $192,940Expenses 2024: $203,423Net Income 2024: -$10,4832024Revenue 2025: $244,096Expenses 2025: $103,913Net Income 2025: $140,1832025

Highlighted filing

2025

Revenue$244,096
Expenses$103,913
Net Income$140,183

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.17$2.44$2.44$1.04$1.40
2024Summary only. Only limited summary data is available for this year.$1.22$0.19$1.03$1.93$2.03$0.10
2023Summary only. Only limited summary data is available for this year.$1.31$0.18$1.14$1.81$1.24$0.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.16$0.57$1.65$1.80$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.14$0.72$1.79$1.76$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.18$0.69$1.60$1.38$0.22
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.28$0.47$2.34$3.10$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.25$1.23$7.21$6.50$0.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$3.81$3.76$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.33$2.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$7.41$7.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$4.27$4.14$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$5.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$3.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$2.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Nov 20, 2025
Return Version
2024v5.0
Gross Receipts
$387,810
Mission and Program Overview

Mission

Support museum of fine arts, a 501(c)(3) organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$103,470$243,653▲ $140,183
Savings and Temporary Cash Investments$81,021$210,052▲ $129,031
Cash and Non-Interest-Bearing Accounts$34,992$44,294▲ $9,302
Prepaid Expenses and Deferred Charges$6,112$6,307▲ $195
Total Assets$122,125$260,653▲ $138,528
Liabilities
Deferred Revenue$18,655$17,000▼ $1,655
Total Liabilities$18,655$17,000▼ $1,655
Net Assets / Fund Balance
Total Net Assets Fund Balance$103,470$243,653▲ $140,183
Total Liabilities and Net Assets / Fund Balance$122,125$260,653▲ $138,528
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa FunschPresident
Susan TaylorPresident El
Carolyn BuchananCommunicatio
Joann BargerCorrespondin
Elise ElsberryDevelopment
VacantDigital Chai
Nancy RutlandMembership C
Mary Ann WillMembership V
Natalie DevincenteNominating C
Pam HattonParliamentar
Rebecca MalowanyPast Preside
Vicki PiscitelloProvisional
Angela MathiasRecording Se
Carol TreichelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,250
Program Service Revenue
$0
Investment Income
$4,032
Other Revenue
$-24,186
All Other Contributions
$16,499
Change in Net Assets
$140,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$59,380
Other Expenses$44,533
Total Fundraising Expense$26,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,372$18,372$18,371$55,115
Office Expenses$9,460$1,767$2,369$13,596
Payroll Taxes$1,422$1,422$1,421$4,265
Insurance$1,244$1,244$1,244$3,732
Fees for Services Accounting$708$708$709$2,125
Other Expenses$3,791$3,542$2,000$2,000
Total Functional Expenses$50,355$27,055$26,503$103,913
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$143,714
Fundraising Gross Income$119,528
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$163,895$49,408$30,401$19,007
Art in Bloom$154,485$44,660$16,863$27,797
Total Events$345,724$119,528$143,714$-24,186
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Active - members are expected to participate in the activities of the stuart society and of the museum of fine arts. Provisional - members are required to serve and record fifty (50) hours of volunteer service for the society and museum. Life - members make a one time dues payment, the amount to be determined by the board. They are expected to participate in the activities of the society and museum of fine arts. Honorary - members are such persons who are deemed worthy by reason of outstanding service and achievement. They may be granted membership by unanimous vote of the board and those members present at a general meeting of the society. Honorary members shall not pay dues to the society.

Form 990, Page 6, Part VI, Line 7A

The nominating committee shall prepare and publish a slate of officers and members of the nominating committee for the following year in the march newsletter. The slate of officers and members of the nominating committee shall be presented for election at the april general meeting. If the slate is accepted as presented, voting shall be viva voce, rising, or unanimous. If, however, there are any nominations to the slate from the floor, a written ballot shall be cast.

Form 990, Page 6, Part VI, Line 11B

990 is prepared by independent cpa and emailed to treasurer who distributes via email to governing board members for their review. If no comments or questions are received the president-elect is then authorized to sign the e-file authorization form and return to the independent cpa. Upon receipt of the e-file authorization form the cpa transmits the 990 electronically to the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

Policy is provided annually to each board member at the spring meeting. No instances have occurred that would require board action to enforce the policy.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies and financial statements are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Margaret Acheson Stuart Society Inc
EIN
59-3089566
Phone
7278962667
Address
255 BEACH DRIVE NE, ST PETERSBURG, FL 33701

Signing Officer

Name
Susan Taylor
Title
President Elect
Phone
7278962667
Signed
2025-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Taylor
Formed
1964
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
100

Preparer

Firm
Wells Houser & Schatzel Pa
Address
500 94TH AVE N, SAINT PETERSBURG, FL 33702-2406
Preparer
John Houser
Phone
7275781040
Raw XML AppendixShowing 400 of 537 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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IRS990/OfficeExpensesGrp/TotalAmt013596
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1MEETING EXPENSES
IRS990/OtherExpensesGrp/Desc2PREPAID FUNDRAISING EVENT
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IRS990/OtherExpensesGrp/FundraisingAmt12000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03542
IRS990/OtherExpensesGrp/ProgramServicesAmt015358
IRS990/OtherExpensesGrp/ProgramServicesAmt13791
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IRS990/OtherExpensesGrp/TotalAmt17722
IRS990/OtherExpensesGrp/TotalAmt22000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018371
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018372
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IRS990/OtherSalariesAndWagesGrp/TotalAmt055115
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01421
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01422
IRS990/PayrollTaxesGrp/ProgramServicesAmt01422
IRS990/PayrollTaxesGrp/TotalAmt04265
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06112
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06307
IRS990/PrincipalOfficerNm0SUSAN TAYLOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0125000
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IRS990/PYRevenuesLessExpensesAmt0-10483
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IRS990/PYTotalRevenueAmt0192940
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0243653
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210052
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0107106
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0129442
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0107106
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt078423
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt092000
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0125000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt050000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0120000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0125000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt092000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0420000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0125000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt050000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0120000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0125000
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IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
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IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE EXECUTIVE DIRECTOR OF THE MUSEUM OF FINE ARTS OF ST. PETERSBURG, FLORIDA, INC. (SUPPORTED ORGANIZATION) IS CONSULTED WITH AS TO HOW THE FUNDS RAISED BY THE MARGARET ACHESON STUART SOCIETY, INC. (SUPPORTING ORGANIZATION) COULD BEST BE PUT TO USE IN MEETING THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. THE DIRECTOR MAKES RECOMMENDATIONS THAT ARE TAKEN INTO ACCOUNT WHEN PROVIDING THE ANNUAL DISTRIBUTION LETTER TO THE ORGANIZATION. DISTRIBUTIONS ARE EARMARKED FOR EDUCATION, EXHIBITIONS AND LIBRARY IN ACCORDANCE WITH REQUESTS FROM THE DIRECTOR OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE DISTRIBUTIONS PROVIDE SUBSTANTIAL SUPPORT TO THE MUSEUM OF FINE ARTS OF ST. PETERSBURG, FLORIDA, INC.'S (SUPPORTED ORGANIZATION) EXHIBITION AND EDUCATION PROGRAMS. THE SUPPORT PROVIDED BY THE MARGARET ACHESON STUART SOCIETY, INC. (SUPPORTING ORGANIZATION) IS NECESSARY TO AVOID INTERRUPTION IN THE SUPPORTED ORGANIZATION'S EXHIBITION AND EDUCATION PROGRAMS. PRIOR YEAR DISTRIBUTIONS HAVE OCCURRED ON OR BEFORE THE END OF THE SUPPORING ORGANIZATIONS FISCAL YEAR END OF MAY 31, 2025 THE SUPPORTED ORGANIZATION REQUESTED THAT FUNDS RAISED BY THE SUPPORTING ORGANIZATION IN ITS FISCAL YEAR ENDED MAY 31, 2025 BE DISTRIBUTED TO THE SUPPORTED ORGANIZATION AT THE BEGINNING OF ITS FISCAL YEAR ON JULY 1, 2025. AS A RESULT, THE 2024 FORM 990 SHOWS NO DISTRIBUTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE MUSEUM OF FINE ARTS ST PETERSBURG FLORIDA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0THE MUSEUM OF FINE ARTS
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0109825
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01884
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt016370
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt023735
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0163895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0154485

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