Civic Intelligence

Edward C Stuart Foundation Inc

990PF • Fiscal year 2021 • EIN 59-6142151

Jun 01, 2020 to May 31, 2021 • Filed on Oct 05, 2021

Organization Profile
P O Box 2429Bartow, FL 33831

(863) 533-4196

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1312%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$376,677

Down $51,671 (-12%) from 2020

Net Assets

Down

$376,677

Down $51,671 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$3,939

Down $3,589 (-48%) from 2020

Expenses

Up

$55,610

Up $4,066 (+7.9%) from 2020

Net Income

Down

-$51,671

Down $7,655 (-17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$376,677
Liabilities$0
Net Assets$376,677
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$3,939
Expenses$55,610
Net Income-$51,671
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
L CROSLAND STUARTPresidentPT$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
8635334196
Address
P O BOX 2429, BARTOW, FL 33831

Signing Officer

Name
L Crosland Stuart
Title
President
Phone
8635334196
Signed
2021-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
Raw XML Appendix343 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/USAddress/ZIPCd633831
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014797
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014797
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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/PhoneNum08635334196
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
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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/AppliedToCurrentYearAmt014797
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0526096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08838
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0517258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0517258
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014797
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0517258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0526096
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01827
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03654
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01827
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FEES - INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0798
TaxesSchedule/TaxesDetail/Amt01280
TaxesSchedule/TaxesDetail/CategoryTxt0LOT TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01280
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L CROSLAND STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08635334196
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD C STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0596142151
ReturnHeader/Filer/PhoneNum08635334196
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/AddressLine1Txt0420 SOUTH ORANGE AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04078021200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CHAPMAN
ReturnHeader/ReturnTs02021-10-07T11:30:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROSLAND STUART
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,677
Liabilities
$0
Net assets
$376,677
Revenue
$3,939
Expenses
$55,610
Net income
-$51,671
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