Civic Intelligence

Stuart Heritage Inc

EIN 65-0087566 • 501(c)3 • Stuart, FL

Profile

The purpose of stuart heritage is to help preserve the heritage, artifacts and history of stuart and its surrounding communities. The countless relics housed by the museum define the history of the people, businesses, agriculture and community spirit of the city of stuart and martin county.

161 SW Flagler AvenueStuart, FL 34994

www.stuartheritagemuseum.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$6,993

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$819,654

Up $52,465 (+6.8%) from 2023

Liabilities

Up

$1,393

Up $531 (+62%) from 2023

Net Assets

Up

$818,261

Up $51,934 (+6.8%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin7th percentile

Revenue

Down

$61,147

Down $35,318 (-37%) from 2023

Expenses

Up

$94,011

Up $8,618 (+10%) from 2023

Net Income

Down

-$32,864

Down $43,936 (-397%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0Assets 2015: $919,909Liabilities 2015: $598Net Assets 2015: $919,3112015Assets 2016: $905,617Liabilities 2016: $2,049Net Assets 2016: $903,5682016Assets 2017: $900,597Liabilities 2017: $1,081Net Assets 2017: $899,5162017Assets 2018: $792,860Liabilities 2018: $363Net Assets 2018: $792,4972018Assets 2019: $841,558Liabilities 2019: $1,006Net Assets 2019: $840,5522019Assets 2020: $816,272Liabilities 2020: $1,390Net Assets 2020: $814,8822020Assets 2021: $835,920Liabilities 2021: $1,455Net Assets 2021: $834,4652021Assets 2022: $748,299Liabilities 2022: $1,551Net Assets 2022: $746,7482022Assets 2023: $767,189Liabilities 2023: $862Net Assets 2023: $766,3272023Assets 2024: $819,654Liabilities 2024: $1,393Net Assets 2024: $818,2612024

Highlighted filing

2024

Assets$819,654
Liabilities$1,393
Net Assets$818,261
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100KRevenue 2015: $63,547Expenses 2015: $101,179Net Income 2015: -$37,6322015Revenue 2016: $56,828Expenses 2016: $110,946Net Income 2016: -$54,1182016Revenue 2017: $53,658Expenses 2017: $112,607Net Income 2017: -$58,9492017Revenue 2018: $42,263Expenses 2018: $112,457Net Income 2018: -$70,1942018Revenue 2019: $88,408Expenses 2019: $111,067Net Income 2019: -$22,6592019Revenue 2020: $81,383Expenses 2020: $106,626Net Income 2020: -$25,2432020Revenue 2021: $101,600Expenses 2021: $111,409Net Income 2021: -$9,8092021Revenue 2022: $41,670Expenses 2022: $127,145Net Income 2022: -$85,4752022Revenue 2023: $96,465Expenses 2023: $85,393Net Income 2023: $11,0722023Revenue 2024: $61,147Expenses 2024: $94,011Net Income 2024: -$32,8642024

Highlighted filing

2024

Revenue$61,147
Expenses$94,011
Net Income-$32,864
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$819,654
Liabilities
$1,393
Net assets
$818,261
Revenue
$61,147
Expenses
$94,011
Net income
-$32,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.20$0.01$8.18$0.61$0.94$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.01$7.66$0.96$0.85$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$0.02$7.47$0.42$1.27$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.01$8.34$1.02$1.11$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.01$8.15$0.81$1.07$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.01$8.41$0.88$1.11$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.92$0.42$1.12$0.70
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.01$0.01$9.00$0.54$1.13$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.02$9.04$0.57$1.11$0.54
2015Summary only. Only limited summary data is available for this year.$9.20$0.01$9.19$0.64$1.01$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.0
Gross Receipts
$61,147
Mission and Program Overview

Mission

The purpose of stuart heritage is to help preserve the heritage, artifacts and history of stuart and its surrounding communities. The countless relics housed by the museum define the history of the people, businesses, agriculture and community spirit of the city of stuart and martin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$758,312$805,232▲ $46,920
Cash and Non-Interest-Bearing Accounts$6,282$11,827▲ $5,545
Land, Buildings, and Equipment, Net$2,595$2,595→ $0
Total Assets$767,189$819,654▲ $52,465
Liabilities
Other Liabilities$862$1,393▲ $531
Total Liabilities$862$1,393▲ $531
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$766,327$818,261▲ $51,934
Total Net Assets Fund Balance$766,327$818,261▲ $51,934
Total Liabilities and Net Assets / Fund Balance$767,189$819,654▲ $52,465
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbara HodappRecording SePT$6,993$6,993
Rhonda GlassTreasurerPT$4,075$4,075

Board Members and Trustees

NameTitle
Bruce StillerDirector
Judy WoodsDirector
Nancy CrawfordDirector
Gary MaxwellExecutive Di
Gloria FikeVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,500
Program Service Revenue
$0
Investment Income
$27,600
Other Revenue
$29,047
Change in Net Assets
$-32,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,149
Salaries, Compensation, and Employee Benefits$39,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$36,830-$36,830
All Other Expenses-$9,311-$9,311
Office Expenses-$8,077-$8,077
Fees for Services Legal-$5,350-$5,350
Other Expenses-$4,484-$4,484
Payroll Taxes-$3,032-$3,032
Insurance-$1,892-$1,892
Advertising-$186-$186
Total Functional Expenses$0$94,011$0$94,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$815
Payroll Tax Payable$578
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Stuart Heritage Inc
EIN
65-0087566
Phone
7722204600
Address
161 SW FLAGLER AVENUE, STUART, FL 34994

Signing Officer

Name
Gary Maxwell
Title
Executive Director
Phone
7722204600
Signed
2025-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Maxwell
Formed
1988
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
4
Employees
6

Preparer

Firm
Eric H Berkowitz Pa
Address
628 SOUTHEAST CENTRAL PARKWAY, STUART, FL 34994
Preparer
Eric H Berkowitz CPA
Phone
7722837404
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The purpose of stuart heritage is to help preserve the heritage, artifacts and history of stuart and its surrounding communities. The countless relics housed by the museum define the history of the people, businesses, agriculture and community spirit of the city of stuart and martin county.”

Form 990, Page 2, Part III, Line 4D

“-”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -473 timing differences 85,271 investment market account 0 total 84,798”

Raw XML Appendix336 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt01393
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF STUART HERITAGE IS TO HELP PRESERVE THE HERITAGE, ARTIFACTS AND HISTORY OF STUART AND ITS SURROUNDING COMMUNITIES. THE COUNTLESS RELICS HOUSED BY THE MUSEUM DEFINE THE HISTORY OF THE PEOPLE, BUSINESSES, AGRICULTURE AND COMMUNITY SPIRIT OF THE CITY OF STUART AND MARTIN COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -473 TIMING DIFFERENCES 85,271 INVESTMENT MARKET ACCOUNT 0 TOTAL 84,798
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0767189
IRS990/TotalAssetsEOYAmt0819654
IRS990/TotalAssetsGrp/BOYAmt0767189
IRS990/TotalAssetsGrp/EOYAmt0819654
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04500
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094011
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt094011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0862
IRS990/TotalLiabilitiesEOYAmt01393
IRS990/TotalLiabilitiesGrp/BOYAmt0862
IRS990/TotalLiabilitiesGrp/EOYAmt01393
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0766327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0818261
IRS990/TotalReportableCompFromOrgAmt011068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056647
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061147
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0767189
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0819654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0122 EVERGREEN LANE
IRS990/USAddress/CityNm0PALM CITY
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034990
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.STUARTHERITAGEMUSEUM.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07722204600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STUART HERITAGE INC
ReturnHeader/Filer/BusinessNameControlTxt0STUA
ReturnHeader/Filer/EIN0650087566
ReturnHeader/Filer/PhoneNum07722204600
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 SW FLAGLER AVENUE
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034994
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472752099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC H BERKOWITZ PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0628 SOUTHEAST CENTRAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034994
ReturnHeader/PreparerPersonGrp/PhoneNum07722837404
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC H BERKOWITZ CPA
ReturnHeader/ReturnTs02025-05-22T17:43:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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