Civic Intelligence

Edward C Stuart Foundation Inc

990PF • Fiscal year 2023 • EIN 59-6142151

Jun 01, 2022 to May 31, 2023 • Filed on Oct 19, 2023

1323 Stewart StreetWinter Park, FL 32789

(321) 228-7666

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$14,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

98th percentile

241%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

393462%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,117,413

Up $789,513 (+241%) from 2022

Net Assets

Up

$1,117,413

Up $789,513 (+241%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$806,803

Up $806,598 (+393462%) from 2022

Expenses

Down

$17,290

Down $31,692 (-65%) from 2022

Net Income

Up

$789,513

Up $838,290 (+1719%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$1,117,413
Liabilities$0
Net Assets$1,117,413

Operations Trend

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

2023

Revenue$806,803
Expenses$17,290
Net Income$789,513
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L CROSLAND STUARTPresidentPT$14,000-$14,000
TAIT LANEVice President/Treasurer-$0--
KENNEDY SATTERFIELDSecretary-$0--
NANCY S STUARTDirector-$0--
FARRAH L LANEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edward C Stuart Foundation Inc
EIN
59-6142151
Phone
3212287666
Address
1323 STEWART STREET, WINTER PARK, FL 32789

Signing Officer

Name
L Crosland Stuart
Title
President
Phone
3212287666
Signed
2023-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
Raw XML Appendix311 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTER PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0L CROSLAND STUART
IRS990PF/StatementsRegardingActyGrp/PhoneNum03212287666
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0507850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065446
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0442404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0442404
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0507850
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LAND DEED PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0376
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0376
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0376
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01922
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01922
TaxesSchedule/TaxesDetail/Amt01278
TaxesSchedule/TaxesDetail/CategoryTxt0LOT TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01278
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L CROSLAND STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03212287666
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD C STUART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0596142151
ReturnHeader/Filer/PhoneNum03212287666
ReturnHeader/Filer/USAddress/AddressLine1Txt01323 STEWART STREET
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032789
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 SOUTH ORANGE AVENUE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04078021200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CHAPMAN
ReturnHeader/ReturnTs02023-10-30T16:22:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROSLAND STUART
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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