Civic Intelligence

Douglas E Stewart and Virginia E Stewart Charitable Foundation

990PF • Fiscal year 2019 • EIN 65-6389167

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 24, 2020

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(407) 237-5724

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$46,201

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,533,603

Down $33,321 (-1.3%) from 2018

Net Assets

Down

$2,533,603

Down $33,321 (-1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Up

$282,677

Up $75,319 (+36%) from 2018

Expenses

Up

$315,397

Up $9,958 (+3.3%) from 2018

Net Income

Up

-$32,720

Up $65,361 (+67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,940,299Liabilities 2011: $02011Assets 2012: $2,844,360Liabilities 2012: $02012Assets 2013: $2,789,604Liabilities 2013: $02013Assets 2014: $2,855,963Liabilities 2014: $02014Assets 2015: $2,704,895Liabilities 2015: $02015Assets 2018: $2,566,924Liabilities 2018: $0Net Assets 2018: $2,566,9242018Assets 2019: $2,533,603Liabilities 2019: $0Net Assets 2019: $2,533,6032019Assets 2020: $2,416,612Liabilities 2020: $0Net Assets 2020: $2,416,6122020Assets 2021: $2,783,982Liabilities 2021: $0Net Assets 2021: $2,783,9822021Assets 2022: $2,701,713Liabilities 2022: $0Net Assets 2022: $2,701,7132022Assets 2023: $2,817,948Liabilities 2023: $0Net Assets 2023: $2,817,9482023Assets 2024: $2,887,345Liabilities 2024: $0Net Assets 2024: $2,887,3452024

Highlighted filing

2019

Assets$2,533,603
Liabilities$0
Net Assets$2,533,603
Open 2019 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $178,372Expenses 2011: $284,960Net Income 2011: -$106,5882011Revenue 2012: $152,222Expenses 2012: $247,670Net Income 2012: -$95,4482012Revenue 2013: $224,406Expenses 2013: $278,477Net Income 2013: -$54,0712013Revenue 2014: $365,096Expenses 2014: $298,572Net Income 2014: $66,5242014Revenue 2015: $153,137Expenses 2015: $304,180Net Income 2015: -$151,0432015Revenue 2018: $207,358Expenses 2018: $305,439Net Income 2018: -$98,0812018Revenue 2019: $282,677Expenses 2019: $315,397Net Income 2019: -$32,7202019Revenue 2020: $97,497Expenses 2020: $214,720Net Income 2020: -$117,2232020Revenue 2021: $587,937Expenses 2021: $219,995Net Income 2021: $367,9422021Revenue 2022: $145,137Expenses 2022: $226,157Net Income 2022: -$81,0202022Revenue 2023: $311,995Expenses 2023: $230,508Net Income 2023: $81,4872023Revenue 2024: $245,812Expenses 2024: $176,064Net Income 2024: $69,7482024

Highlighted filing

2019

Revenue$282,677
Expenses$315,397
Net Income-$32,720
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKCo-Trustee-$46,201-$46,201
DOUGLAS M STEWARTCo-Trustee-$15,000-$15,000
GARY LUINGCo-Trustee-$15,000-$15,000
JOHN M FARELLCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Douglas E Stewart and Virginia E Stewart
EIN
65-6389167
Phone
4072375724
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
Trustee
Phone
4072375724
Signed
2020-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3958933Y105 MERCK AND INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4031331KZA1 FFCB 2.720% 9/19/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41494368103 KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42842587107 SOUTHERN CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4317275R102 CISCO SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4420030N101 COMCAST CORP COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45G47791101 INGERSOLL-RAND PLC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46G6564A105 NOMAD FOODS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47260557103 DOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48636274409 NATIONAL GRID PLC SP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50478160104 JOHNSON & JOHNSON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5279466L302 SALESFORCE COM INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5331620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5457636Q104 MASTERCARD INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55174610105 CITIZENS FINANCIAL G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5626614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57191216100 COCA-COLA CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59911312106 UNITED PARCEL SVC IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6037733W105 GLAXOSMITHKLINE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61097023105 BOEING CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6222160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63580135101 MCDONALDS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6465339F101 NEXTERA ENERGY INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6500143W859 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6602209S103 ALTRIA GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt687591EP100 REGIONS FINL CORP NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6992857W308 VODAFONE GROUP SPONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7004621X108 ASSURANT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71060505104 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72254687106 WALT DISNEY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74892356106 TRACTOR SUPPLY CO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7591324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76594918BA1 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77055622104 BP PLC SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7830231G102 EXXON MOBIL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79446150104 HUNTINGTON BANCSHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80G491BT108 INVESCO LTD BERMUDA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8100724F101 ADOBE SYSTEMS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82166764100 CHEVRON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8346120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85723787107 PIONEER NATURAL RESO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8692826C839 VISA INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8730303M102 FACEBOOK INC CL A CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88313383MB4 FHLB 1.875% 6/12/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8902079K107 ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9022052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91110448107 BRITISH AMERN TOBACC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9200206R102 AT&T INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9387807B107 TC ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94G0250X107 AMCOR PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95023135106 AMAZON INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97142339100 CARLISLE COS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9826875P101 EOG RESOURCES INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9945337C102 INCYTE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100654106103 NIKE INC CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101907818108 UNION PACIFIC CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103277902235 EATON VANCE-ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10425746U109 DOMINION RES INC VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105780259107 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106718172109 PHILIP MORRIS INTL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10700287Y109 ABBVIE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10966987V109 NOVARTIS AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110755111507 RAYTHEON CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111931142103 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112822582AM4 SHELL INTL FIN 4.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11394974BFC9 WELLS FARGO & CO 3.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11402079K305 ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11529250N105 ENBRIDGE INC CAD COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116674599105 OCCIDENTAL PETE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11769351T106 PPL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118713448108 PEPSICO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0204856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2190231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt360733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4158452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6116005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt919475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10199616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1433991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1569889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1620632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1728918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1840400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1920709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2032162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2132174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2216816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2334652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2451470
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2735634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2823429
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3021945
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt427052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432692
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4638504
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5549238
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5717369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5816726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5942627
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt627187
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt839780

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,533,603
Liabilities
$0
Net assets
$2,533,603
Revenue
$282,677
Expenses
$315,397
Net income
-$32,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.18$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.31$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.59$0.22$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10$0.21$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.28$0.32$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21$0.31$0.10
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.15$0.30$0.15
2014Summary only. Only limited summary data is available for this year.$2.86$0.00$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$2.79$0.00$0.22$0.28$0.05
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$0.15$0.25$0.10
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.18$0.28$0.11