Civic Intelligence

Edward C Stuart Foundation Inc

990PF • Fiscal year 2020 • EIN 59-6142151

Jun 01, 2019 to May 31, 2020 • Filed on Nov 24, 2020

Organization Profile
P O Box 2429Bartow, FL 33831

(863) 555-4196

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-585%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$24,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 318.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-9.3%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-29%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$428,348

Down $44,016 (-9.3%) from 2019

Net Assets

Down

$428,348

Down $44,016 (-9.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$7,528

Down $3,043 (-29%) from 2019

Expenses

Down

$51,544

Down $5,701 (-10.0%) from 2019

Net Income

Up

-$44,016

Up $2,658 (+5.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $969,836Liabilities 2011: $0Net Assets 2011: $969,8362011Assets 2012: $920,819Liabilities 2012: $0Net Assets 2012: $920,8192012Assets 2013: $867,964Liabilities 2013: $0Net Assets 2013: $867,9642013Assets 2014: $916,490Liabilities 2014: $0Net Assets 2014: $916,4902014Assets 2015: $932,527Liabilities 2015: $0Net Assets 2015: $932,5272015Assets 2016: $919,568Liabilities 2016: $0Net Assets 2016: $919,5682016Assets 2017: $887,253Liabilities 2017: $0Net Assets 2017: $887,2532017Assets 2018: $519,038Liabilities 2018: $0Net Assets 2018: $519,0382018Assets 2019: $472,364Liabilities 2019: $0Net Assets 2019: $472,3642019Assets 2020: $428,348Liabilities 2020: $0Net Assets 2020: $428,3482020Assets 2021: $376,677Liabilities 2021: $0Net Assets 2021: $376,6772021Assets 2022: $327,900Liabilities 2022: $0Net Assets 2022: $327,9002022Assets 2023: $1,117,413Liabilities 2023: $0Net Assets 2023: $1,117,4132023Assets 2024: $1,593,967Liabilities 2024: $0Net Assets 2024: $1,593,9672024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$428,348
Liabilities$0
Net Assets$428,348
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $135,5762011Expenses 2012: $116,2542012Expenses 2013: $63,4322013Revenue 2014: $111,733Expenses 2014: $63,207Net Income 2014: $48,5262014Revenue 2015: $88,850Expenses 2015: $72,813Net Income 2015: $16,0372015Revenue 2016: $48,369Expenses 2016: $61,328Net Income 2016: -$12,9592016Revenue 2017: $45,816Expenses 2017: $78,131Net Income 2017: -$32,3152017Revenue 2018: $290,592Expenses 2018: $658,807Net Income 2018: -$368,2152018Revenue 2019: $10,571Expenses 2019: $57,245Net Income 2019: -$46,6742019Revenue 2020: $7,528Expenses 2020: $51,544Net Income 2020: -$44,0162020Revenue 2021: $3,939Expenses 2021: $55,610Net Income 2021: -$51,6712021Revenue 2022: $205Expenses 2022: $48,982Net Income 2022: -$48,7772022Revenue 2023: $806,803Expenses 2023: $17,290Net Income 2023: $789,5132023Revenue 2024: $539,660Expenses 2024: $63,106Net Income 2024: $476,5542024Revenue 2025: $152,635Expenses 2025: $1,746,602Net Income 2025: -$1,593,9672025

Highlighted filing

2020

Revenue$7,528
Expenses$51,544
Net Income-$44,016
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 24, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L CROSLAND STUARTPresident-$24,000-$24,000
MARGRETTE LANE RHODENVice President/Treasurer-$0--
KENNEDY SATTERFIELDSecretary-$0--
NANCY S STUARTDirector-$0--
FARRAH L LANEDirector-$0--
FLEETWOOD T LANE JRDirector-$0--
NELLE KENNEDY STUART TERRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edward C Stuart Foundation Inc
EIN
59-6142151
Phone
8635554196
Address
P O BOX 2429, BARTOW, FL 33831

Signing Officer

Name
L Crosland Stuart
Title
President
Phone
8635554196
Signed
2020-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801-5354
Preparer
Lauren Ballard CPA
Phone
8636805600
Raw XML Appendix333 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/PersonNm0L CROSLAND STUART
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0522439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0564035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0908071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01150362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01158688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01190592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.744947
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012725
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012725
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012725
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 2429
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BARTOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0L CROSLAND STUART
IRS990PF/StatementsRegardingActyGrp/PhoneNum08635554196
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012725
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013397
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0539493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0526096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0526096
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0526096
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0539493
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt048
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0901
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FEES - INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0901
TaxesSchedule/TaxesDetail/Amt01193
TaxesSchedule/TaxesDetail/CategoryTxt0LOT TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01193
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L CROSLAND STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08635554196
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD C STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0596142151
ReturnHeader/Filer/PhoneNum08635554196
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2429
ReturnHeader/Filer/USAddress/CityNm0BARTOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 SOUTH KENTUCKY AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338015354
ReturnHeader/PreparerPersonGrp/PhoneNum08636805600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN BALLARD CPA
ReturnHeader/ReturnTs02021-02-05T14:08:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,348
Liabilities
$0
Net assets
$428,348
Revenue
$7,528
Expenses
$51,544
Net income
-$44,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$1.75$1.59
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.54$0.06$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.81$0.02$0.79
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.01$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.29$0.66$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.11$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14