Civic Intelligence

Robin and Sandy Stuart Foundation

EIN 81-0839186 • Lake Forest, IL

150 Field Drive Suite STE 100Lake Forest, IL 60045
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

58%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,260,096

Up $139,503 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,260,096

Up $139,503 (+12%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

Up

$1,095,985

Up $401,119 (+58%) from 2023

Expenses

Up

$648,319

Up $101,175 (+18%) from 2023

Net Income

Up

$447,666

Up $299,944 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $681,370Liabilities 2015: $02015Assets 2016: $676,113Liabilities 2016: $0Net Assets 2016: $676,1132016Assets 2017: $655,911Liabilities 2017: $0Net Assets 2017: $655,9112017Assets 2018: $684,934Liabilities 2018: $0Net Assets 2018: $684,9342018Assets 2019: $794,198Liabilities 2019: $0Net Assets 2019: $794,1982019Assets 2020: $748,966Liabilities 2020: $0Net Assets 2020: $748,9662020Assets 2021: $1,178,400Liabilities 2021: $0Net Assets 2021: $1,178,4002021Assets 2022: $1,183,339Liabilities 2022: $0Net Assets 2022: $1,183,3392022Assets 2023: $1,120,593Liabilities 2023: $0Net Assets 2023: $1,120,5932023Assets 2024: $1,260,096Liabilities 2024: $0Net Assets 2024: $1,260,0962024

Highlighted filing

2024

Assets$1,260,096
Liabilities$0
Net Assets$1,260,096
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $681,370Expenses 2015: $0Net Income 2015: $681,3702015Revenue 2016: $577,344Expenses 2016: $83,869Net Income 2016: $493,4752016Revenue 2017: $109,048Expenses 2017: $115,140Net Income 2017: -$6,0922017Revenue 2018: $256,722Expenses 2018: $207,353Net Income 2018: $49,3692018Revenue 2019: $437,113Expenses 2019: $331,296Net Income 2019: $105,8172019Revenue 2020: $273,812Expenses 2020: $346,479Net Income 2020: -$72,6672020Revenue 2021: $1,091,974Expenses 2021: $407,210Net Income 2021: $684,7642021Revenue 2022: $552,673Expenses 2022: $544,644Net Income 2022: $8,0292022Revenue 2023: $694,866Expenses 2023: $547,144Net Income 2023: $147,7222023Revenue 2024: $1,095,985Expenses 2024: $648,319Net Income 2024: $447,6662024

Highlighted filing

2024

Revenue$1,095,985
Expenses$648,319
Net Income$447,666
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,260,096
Liabilities
$0
Net assets
$1,260,096
Revenue
$1,095,985
Expenses
$648,319
Net income
$447,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.10$0.65$0.45
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.69$0.55$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.55$0.54$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.09$0.41$0.68
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.27$0.35$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.44$0.33$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.26$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.58$0.08$0.49
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.00$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander D StuartDirector-$0--
Ann Peake StuartDirector-$0--
Teresa AcunaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robin and Sandy Stuart Foundation
EIN
81-0839186
In Care Of
% TERESA ACUNA
Phone
8472957100
Address
150 Field Drive Suite STE 100, Lake Forest, IL 60045

Signing Officer

Name
Teresa Acuna
Title
Officer
Phone
8472957100
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Anthony Gamez
Phone
7139601706
Raw XML AppendixShowing 400 of 578 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, Part XII
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990PF, Part XII
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The allocation of the original tax attributes have been allocated to Robin and Sandy Stuart Foundation as listed below. Excess Distributions From: RSSF YEAR ENDED DECEMBER 31, 2020 2,009,637
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexander D Stuart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ann Peake Stuart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Teresa Acuna
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2150 Field Drive suite 100
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