Civic Intelligence

Stifel Charitable Inc.

990 • Fiscal year 2019 • EIN 84-2049692

Jun 10, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

Organization ProfileN/A
One Financial Plaza 501 N BroadwaySt Louis, MO 63102

(314) 342-4422

Siviq Scores

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

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$4,779,796

No earlier filing loaded for comparison.

Net Assets

$4,608,296

No earlier filing loaded for comparison.

Liabilities

$171,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin98th percentile

Revenue

$4,827,941

No earlier filing loaded for comparison.

Expenses

$246,744

No earlier filing loaded for comparison.

Net Income

$4,581,197

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600M$400M$200M$0Assets 2019: $4,779,796Liabilities 2019: $171,500Net Assets 2019: $4,608,2962019Assets 2020: $52,188,657Liabilities 2020: $775,236Net Assets 2020: $51,413,4212020Assets 2021: $132,307,100Liabilities 2021: $1,572,879Net Assets 2021: $130,734,2212021Assets 2022: $159,938,154Liabilities 2022: $1,561,709Net Assets 2022: $158,376,4452022Assets 2023: $224,585,917Liabilities 2023: $1,095,939Net Assets 2023: $223,489,9782023Assets 2024: $508,828,251Liabilities 2024: $883,079Net Assets 2024: $507,945,1722024

Highlighted filing

2019

Assets$4,779,796
Liabilities$171,500
Net Assets$4,608,296
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400M$300M$200M$100M$0Revenue 2019: $4,827,941Expenses 2019: $246,744Net Income 2019: $4,581,1972019Revenue 2020: $49,361,142Expenses 2020: $4,132,811Net Income 2020: $45,228,3312020Revenue 2021: $94,589,551Expenses 2021: $16,444,607Net Income 2021: $78,144,9442021Revenue 2022: $77,553,631Expenses 2022: $26,399,852Net Income 2022: $51,153,7792022Revenue 2023: $79,001,787Expenses 2023: $35,503,887Net Income 2023: $43,497,9002023Revenue 2024: $340,456,080Expenses 2024: $59,492,056Net Income 2024: $280,964,0242024

Highlighted filing

2019

Revenue$4,827,941
Expenses$246,744
Net Income$4,581,197
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 10, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$5,043,539
Mission and Program Overview

Mission

The charitable mission of stifel charitable inc. Is to encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants, by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions for charitable purposes.

To encourage and promote philanthropy and charitable giving across the united states for the betterment of all of its inhabitants by making grants to other public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$0$4,779,082▲ $4,779,082
Cash and Non-Interest-Bearing Accounts$0$714▲ $714
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$0$4,779,796▲ $4,779,796
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$171,500▲ $171,500
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$171,500▲ $171,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$4,608,296▲ $4,608,296
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$0$4,608,296▲ $4,608,296
Total Liabilities and Net Assets / Fund Balance$0$4,779,796▲ $4,779,796
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Kurt LongworthPresident
John P DubinkskyDirector
Donna E FrederickExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$4,824,251
Program Service Revenue
$0
Investment Income
$3,690
Other Revenue
$0
All Other Contributions
$4,824,251
Change in Net Assets
$4,581,197

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$4,010,320Fair Market Value (FMV)
Total Noncash Contributions26$4,010,320-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,984
Grants and Similar Amounts Paid$74,760
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$77,253-$77,253
Grants to Domestic Orgs$74,760--$74,760
Fees for Services Legal-$55,335$0$55,335
Fees for Services Accounting-$32,000$0$32,000
Other Expenses-$4,950-$4,950
Fees for Service Investment Mgmnt Fees-$483-$483
Total Functional Expenses$74,760$171,984$0$246,744
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Presbyterian Church Columbia MOColumbia, MO501(c)(3)General Support$30,000
Northwest Presbyterian Church PCA of Dublin IncDublin, OH501(c)(3)General Support$7,500
Aldersgate United Methodist ChurchMinneapolis, MN501(c)(3)General Support$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Stifel Charitable Inc
EIN
84-2049692
In Care Of
% KING CHAN
Phone
3143424422
Address
ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102

Signing Officer

Name
Kurt Longworth
Title
President
Phone
3143427301
Signed
2020-11-02

Organization Details

Principal Officer
Kurt Longworth
Formed
2019
Legal Domicile
De
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

990 VI, Line 11B

“A draft copy of Form 990 is reviewed by the members of the Board Executive Committee board prior to filing.”

990 VI, Line 12C

“Organization's officers, directors, and key employees are required to disclose annually interests that could give rise to conflict. The entity relies upon the annual questionnaires completed by the officers, directors, and key employees in regard to matters related to any conflicts of interest the board may have with this entity.”

990 VI, Line 2

“Kurt Longworth and Donna Frederick are both employees of Stifel Trust Company, National Association and are both on the board for Stifel Charitable, Inc. Kurt Longworth and John Dubinsky are both on the board of Stifel Trust Company, National Association and Stifel Charitable, Inc.”

990 VI, Line 15A & 15B

“Compensation was determined using comparability data from similar roles in similar organizations.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04824251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04824251
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03689
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04824251
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04824251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04824251
IRS990ScheduleA/TotalSupportAmt04827940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt04762551
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt074060
IRS990ScheduleD/DonorAdvisedFundsHeldCnt037
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04726581
IRS990ScheduleD/FundsAndOtherAccountsContriAmt060000
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt052501
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Aldersgate United Methodist Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Northwest Presbyterian Church PCA of Dublin Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Trinity Presbyterian Church Columbia MO
IRS990ScheduleI/RecipientTable/RecipientEIN0410760458
IRS990ScheduleI/RecipientTable/RecipientEIN1311339336
IRS990ScheduleI/RecipientTable/RecipientEIN2430783940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03801 Wooddale Avenue S
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16400 Post Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21600 W Rollins Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Minneapolis
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Dublin
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Columbia
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055416
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd265203
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt026
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt04010320
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of Form 990 is reviewed by the members of the Board Executive Committee board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Organization's officers, directors, and key employees are required to disclose annually interests that could give rise to conflict. The entity relies upon the annual questionnaires completed by the officers, directors, and key employees in regard to matters related to any conflicts of interest the board may have with this entity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Kurt Longworth and Donna Frederick are both employees of Stifel Trust Company, National Association and are both on the board for Stifel Charitable, Inc. Kurt Longworth and John Dubinsky are both on the board of Stifel Trust Company, National Association and Stifel Charitable, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation was determined using comparability data from similar roles in similar organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 VI, Line 15a & 15b
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0522194681
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Trust Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Stifel Trust Company National Associati
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0One Financial Plaza 501 N Broadway
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0St Louis
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd063102
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt077253
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Stifel Trust Company National Association
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt04779796
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04779796

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,779,796
Liabilities
$171,500
Net assets
$4,608,296
Revenue
$4,827,941
Expenses
$246,744
Net income
$4,581,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$0.88$508$340$59.5$281
2023Summary only. Only limited summary data is available for this year.$225$1.10$223$79.0$35.5$43.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$160$1.56$158$77.6$26.4$51.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$1.57$131$94.6$16.4$78.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.78$51.4$49.4$4.13$45.2
2019Detailed filing. Detailed filing data is available for this year.$4.78$0.17$4.61$4.83$0.25$4.58