Civic Intelligence

Stella C Herff Charitable Trust

990 • Fiscal year 2014 • EIN 74-1509867

Jan 01, 2014 to Dec 31, 2014 • Filed on May 30, 2015

Organization Profile
96290 Heath Point LaneFernandina Beach, FL 32034

(904) 321-0797

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$8,400

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

8.1%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,665,480

Up $111,908 (+1.5%) from 2013

Net Assets

Up

$7,665,480

Up $111,908 (+1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin79th percentile

Revenue

Up

$536,644

Up $40,044 (+8.1%) from 2013

Expenses

Up

$425,293

Up $20,961 (+5.2%) from 2013

Net Income

Up

$111,351

Up $19,083 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,770,874Liabilities 2011: $0Net Assets 2011: $7,770,8742011Assets 2012: $7,460,914Liabilities 2012: $0Net Assets 2012: $7,460,9142012Assets 2013: $7,553,572Liabilities 2013: $0Net Assets 2013: $7,553,5722013Assets 2014: $7,665,480Liabilities 2014: $0Net Assets 2014: $7,665,4802014Assets 2015: $7,539,838Liabilities 2015: $0Net Assets 2015: $7,539,8382015Assets 2016: $7,301,276Liabilities 2016: $0Net Assets 2016: $7,301,2762016Assets 2017: $7,349,944Liabilities 2017: $0Net Assets 2017: $7,349,9442017Assets 2018: $7,205,873Liabilities 2018: $0Net Assets 2018: $7,205,8732018Assets 2019: $7,101,824Liabilities 2019: $0Net Assets 2019: $7,101,8242019Assets 2020: $6,907,677Liabilities 2020: $0Net Assets 2020: $6,907,6772020Assets 2021: $6,837,096Liabilities 2021: $0Net Assets 2021: $6,837,0962021Assets 2022: $6,469,510Liabilities 2022: $0Net Assets 2022: $6,469,5102022Assets 2023: $6,733,237Liabilities 2023: $0Net Assets 2023: $6,733,2372023Assets 2024: $7,202,774Liabilities 2024: $0Net Assets 2024: $7,202,7742024

Highlighted filing

2014

Assets$7,665,480
Liabilities$0
Net Assets$7,665,480
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $387,4372011Revenue 2012: $92,085Expenses 2012: $402,039Net Income 2012: -$309,9542012Revenue 2013: $496,600Expenses 2013: $404,332Net Income 2013: $92,2682013Revenue 2014: $536,644Expenses 2014: $425,293Net Income 2014: $111,3512014Revenue 2015: $294,695Expenses 2015: $421,925Net Income 2015: -$127,2302015Revenue 2016: $174,814Expenses 2016: $416,870Net Income 2016: -$242,0562016Revenue 2017: $470,779Expenses 2017: $424,881Net Income 2017: $45,8982017Revenue 2018: $325,186Expenses 2018: $58,428Net Income 2018: $266,7582018Revenue 2019: $297,944Expenses 2019: $60,133Net Income 2019: $237,8112019Revenue 2020: $252,384Expenses 2020: $56,530Net Income 2020: $195,8542020Revenue 2021: $446,199Expenses 2021: $66,781Net Income 2021: $379,4182021Revenue 2022: $161,812Expenses 2022: $79,398Net Income 2022: $82,4142022Revenue 2023: $639,453Expenses 2023: $105,726Net Income 2023: $533,7272023Revenue 2024: $866,142Expenses 2024: $126,605Net Income 2024: $739,5372024

Highlighted filing

2014

Revenue$536,644
Expenses$425,293
Net Income$111,351
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 30, 2015
Return Version
2014v5.0
Gross Receipts
$7,331,550
Mission and Program Overview

Mission

Provide funds for exempt charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,553,572$7,665,480▲ $111,908
Investments in Publicly Traded Securities$7,069,031$7,514,192▲ $445,161
Savings and Temporary Cash Investments$484,540$151,285▼ $333,255
Cash and Non-Interest-Bearing Accounts$1$3▲ $2
Total Assets$7,553,572$7,665,480▲ $111,908
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,553,572$7,665,480▲ $111,908
Total Liabilities and Net Assets / Fund Balance$7,553,572$7,665,480▲ $111,908
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John McadooTrusteePT$8,400$8,400
Kaiser McadooTrusteePT$8,400$8,400
Nancy McadooTrusteePT$8,400$8,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$562,219
Other Revenue
$-25,575
Change in Net Assets
$111,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$360,000
Other Expenses$40,093
Salaries, Compensation, and Employee Benefits$25,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$360,000--$360,000
Other Salaries and Wages-$25,200-$25,200
Fees for Services Accounting-$6,095-$6,095
Other Expenses$80$33,803-$80
Total Functional Expenses$360,195$65,098$0$425,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Best Interest of Institute - McnaySan Antonio, TX11a-$120,000
CHILDREN'S ZOO - SA ZOOLOGICAL SOCISan Antonio, TX11a-$120,000
Scientific Research - Ut Health SSan Antonio, TX6-$120,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 2

“John mcadoo nancy mcadoo trustee trustee husband/wife kaiser mcadoo john mcadoo trustee trustee daughter kaiser mcadoo nancy mcadoo trustee trustee daughter”

Form 990, Page 6, Part VI, Line 11B

“Trustees will review return before it is filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Stella C Herff Charitable Trust
EIN
74-1509867
Phone
9043210797
Address
96290 HEATH POINT LANE, FERNANDINA BEACH, FL 32034
Doing Business As
Co Nancy Mcadoo

Signing Officer

Name
John Mcadoo
Title
Trustee
Phone
9043210797
Signed
2015-05-30
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Williams Crow Mask Llp
Address
1100 NE LOOP 410 STE 350, SAN ANTONIO, TX 78209
Preparer
George M Williams Jr
Phone
2106841071
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“557”

Raw XML Appendix399 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
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IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09183463
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09183463
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0316600
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0316600
IRS990ScheduleA/SupportedOrganizationsCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc111
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1120000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2120000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARION KOOGLER MCNAY ART MUSEUM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SAN ANTONIO ZOOLOGICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1MARION KOOGLER MCNAY ART MUSEUM
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0360000
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IRS990ScheduleI/RecipientTable/CashGrantAmt0120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt2120000
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEST INTEREST OF INSTITUTE - MCNAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S ZOO - SA ZOOLOGICAL SOCI
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16000 N NEW BRAUNFELS AVR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23903 N ST MARYS STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278212
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN MCADOO NANCY MCADOO TRUSTEE TRUSTEE HUSBAND/WIFE KAISER MCADOO JOHN MCADOO TRUSTEE TRUSTEE DAUGHTER KAISER MCADOO NANCY MCADOO TRUSTEE TRUSTEE DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES WILL REVIEW RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07553572
IRS990/TotalAssetsEOYAmt07665480
IRS990/TotalAssetsGrp/BOYAmt07553572
IRS990/TotalAssetsGrp/EOYAmt07665480
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065098
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0425293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07665480
IRS990/TotalProgramServiceExpensesAmt0360195
IRS990/TotalReportableCompFromOrgAmt025200
IRS990/TotalRevenueGrp/ExclusionAmt0317503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219141
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0536644
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07553572
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07665480
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCADOO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043210797
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STELLA C HERFF CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEL
ReturnHeader/Filer/EIN0741509867
ReturnHeader/Filer/PhoneNum09043210797
ReturnHeader/Filer/USAddress/AddressLine1Txt096290 HEATH POINT LANE
ReturnHeader/Filer/USAddress/CityNm0FERNANDINA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742985734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS CROW MASK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 NE LOOP 410 STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02106841071
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE M WILLIAMS JR
ReturnHeader/ReturnTs02015-07-15T09:16:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,665,480
Liabilities
$0
Net assets
$7,665,480
Revenue
$536,644
Expenses
$425,293
Net income
$111,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.87$0.13$0.74
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.64$0.11$0.53
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.16$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.45$0.07$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.25$0.06$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.30$0.06$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.33$0.06$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.47$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.17$0.42$0.24
2015Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.29$0.42$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.54$0.43$0.11
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.50$0.40$0.09
2012Summary only. Only limited summary data is available for this year.$7.46$0.00$7.46$0.09$0.40$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.00$7.77$0.39