Civic Intelligence

Stewart Family Foundation Inc.

990PF • Fiscal year 2013 • EIN 59-3531198

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 06, 2014

Organization Profile
1900 Summit Tower BlvdOrlando, FL 32810

(407) 618-8600

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,914,199

Up $215,943 (+13%) from 2012

Net Assets

Up

$1,914,199

Up $215,943 (+13%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin94th percentile

Revenue

$287,262

No earlier filing loaded for comparison.

Expenses

Up

$71,319

Up $7,867 (+12%) from 2012

Net Income

$215,943

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,377,375Liabilities 2010: $0Net Assets 2010: $1,377,3752010Assets 2011: $1,559,793Liabilities 2011: $0Net Assets 2011: $1,559,7932011Assets 2012: $1,698,256Liabilities 2012: $0Net Assets 2012: $1,698,2562012Assets 2013: $1,914,199Liabilities 2013: $1Net Assets 2013: $1,914,1992013Assets 2014: $2,057,043Liabilities 2014: $0Net Assets 2014: $2,057,0432014Assets 2015: $2,190,396Liabilities 2015: $0Net Assets 2015: $2,190,3962015Assets 2016: $2,259,498Liabilities 2016: $0Net Assets 2016: $2,259,4982016Assets 2017: $2,249,856Liabilities 2017: $0Net Assets 2017: $2,249,8562017Assets 2018: $2,449,655Liabilities 2018: $0Net Assets 2018: $2,449,6552018Assets 2019: $2,519,348Liabilities 2019: $0Net Assets 2019: $2,519,3482019Assets 2020: $2,973,906Liabilities 2020: $0Net Assets 2020: $2,973,9062020Assets 2021: $3,245,419Liabilities 2021: $0Net Assets 2021: $3,245,4192021Assets 2022: $3,446,643Liabilities 2022: $0Net Assets 2022: $3,446,6432022Assets 2023: $3,574,999Liabilities 2023: $0Net Assets 2023: $3,574,9992023Assets 2024: $3,777,303Liabilities 2024: $0Net Assets 2024: $3,777,3032024

Highlighted filing

2013

Assets$1,914,199
Liabilities$1
Net Assets$1,914,199
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $307,3742010Expenses 2011: $38,7852011Expenses 2012: $63,4522012Revenue 2013: $287,262Expenses 2013: $71,319Net Income 2013: $215,9432013Revenue 2014: $223,996Expenses 2014: $81,152Net Income 2014: $142,8442014Revenue 2015: $195,817Expenses 2015: $62,464Net Income 2015: $133,3532015Revenue 2016: $135,171Expenses 2016: $66,069Net Income 2016: $69,1022016Revenue 2017: $108,196Expenses 2017: $117,838Net Income 2017: -$9,6422017Revenue 2018: $319,472Expenses 2018: $119,673Net Income 2018: $199,7992018Revenue 2019: $190,179Expenses 2019: $120,486Net Income 2019: $69,6932019Revenue 2020: $1,264,464Expenses 2020: $809,906Net Income 2020: $454,5582020Revenue 2021: $367,946Expenses 2021: $91,140Net Income 2021: $276,8062021Revenue 2022: $251,060Expenses 2022: $46,427Net Income 2022: $204,6332022Revenue 2023: $176,905Expenses 2023: $48,549Net Income 2023: $128,3562023Revenue 2024: $282,340Expenses 2024: $80,036Net Income 2024: $202,3042024

Highlighted filing

2013

Revenue$287,262
Expenses$71,319
Net Income$215,943
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANASTASIA T STEWARTPres/Sec/Treas/-$0--
DIXIE KELLERDirector-$0--
CHELSEA STEWARTDirector-$0--
Filing and Contact Details

Filer

EIN
59-3531198
Phone
4076188600

Signing Officer

Name
Anastasia T Stewart
Title
Pres/SEC/TREAS/
Signed
2014-03-06
Discuss with paid preparer
Yes

Preparer

Preparer
M Ellen Lucciola CPA
Phone
7706440500
Raw XML Appendix321 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/PersonNm0ANASTASIA T STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIXIE KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHELSEA STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/SEC/TREAS/
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN JR GOLF ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HEART OF THE OZARKS JR GOLF FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FIRST PRESBYTERIAN CHURCH OF ORLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101980 SPORTS CLUB DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11496 Hwy 60 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12106 EAST CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BRASELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1REPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode030517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode165738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode232801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054500
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/AppliedToCurrentYearAmt060040
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0224887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0139811
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0334158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0224887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0109271
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060040
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0334158
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0364698
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PGA Tour Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 109801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0PALM BEACH GARDENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode033410
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0429
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0565
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1247
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07529
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07529
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANASTASIA T STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/SEC/TREAS/
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Stewart Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0593531198
ReturnHeader/Filer/PhoneNum04076188600
ReturnHeader/Filer/USAddress/AddressLine101900 Summit Tower Blvd
ReturnHeader/Filer/USAddress/City0Orlando
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RONALD BLUE & CO CPAS & CONSULTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102100 RiverEdge Pkwy Ste 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode030328
ReturnHeader/PreparerPersonGrp/PhoneNum07706440500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Ellen Lucciola CPA
ReturnHeader/ReturnTs02014-03-07T11:01:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,914,199
Liabilities
$1
Net assets
$1,914,199
Revenue
$287,262
Expenses
$71,319
Net income
$215,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.28$0.08$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.18$0.05$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.25$0.05$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.37$0.09$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$1.26$0.81$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.32$0.12$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.11$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.14$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.20$0.06$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.22$0.08$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.29$0.07$0.22
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.31
Peer Organizations

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