Civic Intelligence

Stella C Herff Charitable Trust

990 • Fiscal year 2016 • EIN 74-1509867

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 05, 2017

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-138%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$7,301,276

Down $238,562 (-3.2%) from 2015

Net Assets

Down

$7,301,276

Down $238,562 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin3rd percentile

Revenue

Down

$174,814

Down $119,881 (-41%) from 2015

Expenses

Down

$416,870

Down $5,055 (-1.2%) from 2015

Net Income

Down

-$242,056

Down $114,826 (-90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$7,301,276
Liabilities$0
Net Assets$7,301,276
Open 2016 Filing

Operations Trend

Revenue Growth7th 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

2016

Revenue$174,814
Expenses$416,870
Net Income-$242,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 5, 2017
Return Version
2016v3.0
Gross Receipts
$2,348,542
Mission and Program Overview

Mission

Provide funds for exempt charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,539,838$7,301,276▼ $238,562
Investments in Publicly Traded Securities$6,984,873$6,978,183▼ $6,690
Savings and Temporary Cash Investments$554,965$323,093▼ $231,872
Total Assets$7,539,838$7,301,276▼ $238,562
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,539,838$7,301,276▼ $238,562
Total Liabilities and Net Assets / Fund Balance$7,539,838$7,301,276▼ $238,562
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John McadooTrustee
Kaiser McadooTrustee
Nancy McadooTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$182,589
Other Revenue
$-7,775
Change in Net Assets
$-242,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$360,000
Other Expenses$31,670
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-$2,500-$2,500
Other Expenses$135$28,794-$135
Total Functional Expenses$360,376$56,494$0$416,870
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
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 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
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mcadoo
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 C Williams
Phone
2106841071
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Dividend and adjustments 3,494”

Raw XML Appendix380 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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23903 N ST MARYS STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES WILL REVIEW RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIVIDEND AND ADJUSTMENTS 3,494
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056494
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360376
IRS990/TotalFunctionalExpensesGrp/TotalAmt0416870
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0360376
IRS990/TotalRevenueGrp/ExclusionAmt0157279
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017535
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174814
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCADOO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043210797
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-05
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
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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/PreparationDt02017-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE C WILLIAMS
ReturnHeader/ReturnTs02017-11-10T10:17:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,301,276
Liabilities
$0
Net assets
$7,301,276
Revenue
$174,814
Expenses
$416,870
Net income
-$242,056
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