Civic Intelligence

The Allen Stewart Foundation Fka Sully Charitable Foundation

EIN 85-1207989 • Newport Beach, CA

PO Box 5810Newport Beach, CA 92662
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-32%

Faster revenue growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$757,314

Up $126,653 (+20%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$757,314

Up $126,653 (+20%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin94th percentile

Revenue

Down

$121,209

Down $57,462 (-32%) from 2023

Expenses

Up

$37,020

Up $4,950 (+15%) from 2023

Net Income

Down

$84,189

Down $62,412 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$800K$600K$400K$200K$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $250,000Liabilities 2021: $1Net Assets 2021: $250,0002021Assets 2022: $484,060Liabilities 2022: $1Net Assets 2022: $484,0602022Assets 2023: $630,661Liabilities 2023: $1Net Assets 2023: $630,6612023Assets 2024: $757,314Liabilities 2024: $0Net Assets 2024: $757,3142024

Highlighted filing

2024

Assets$757,314
Liabilities$0
Net Assets$757,314
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $250,000Expenses 2021: $0Net Income 2021: $250,0002021Revenue 2022: $250,000Expenses 2022: $15,940Net Income 2022: $234,0602022Revenue 2023: $178,671Expenses 2023: $32,070Net Income 2023: $146,6012023Revenue 2024: $121,209Expenses 2024: $37,020Net Income 2024: $84,1892024

Highlighted filing

2024

Revenue$121,209
Expenses$37,020
Net Income$84,189
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$757,314
Liabilities
$0
Net assets
$757,314
Revenue
$121,209
Expenses
$37,020
Net income
$84,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$1.21$0.37$0.84
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$1.79$0.32$1.47
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$2.50$0.16$2.34
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.50$0.00$2.50
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allen StewartPresident-$0--
Kathy FlippinSecretary-$0--
Michael HealyCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Assist special education programsPCFranklin, TN, US$10,750
Paid Grant-Assist animal protection and welfarePCLanai City, HI, US$5,750
Paid Grant-Provide expertly trained service animals and match them with adults, children and veterans with disabilities who need their helpPCSanta Rosa, CA, US$5,750
Paid Grant-Heal mentally and physically from their addictions and traumas.PCCosta Mesa, CA, US$5,500
Paid Grant-COMMUNITY ASSISTANCEPCCorona del Mar, CA, US$3,250
Paid Grant-Protecting and saving lives of Maui's animalsPCPuunene, HI, US$3,000
Paid Grant-Community assistancePCLaguna Beach, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Allen Stewart Foundation
EIN
85-1207989
Phone
7143457188
Address
PO Box 5810, Newport Beach, CA 92662

Signing Officer

Name
Kathy Flippin
Title
President
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Benjamin R Putman CPA CFP CEPA
Phone
9495026700
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Assist special education programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Assist animal protection and welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Protecting and saving lives of Maui's animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Provide expertly trained service animals and match them with adults, children and veterans with disabilities who need their help
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Community assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Heal mentally and physically from their addictions and traumas.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6COMMUNITY ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Brightstone Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Lanai Cat Sanctuary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Maui Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Canine Companions for Independence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Laguna Playhouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Northeast of the Well
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Party Pepper Uppers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 682966
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 Kaupili Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4606 Laguna Cyn Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52025 Newport Blvd 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63315 4th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Franklin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lanai City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Puunene
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Santa Rosa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Laguna Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Costa Mesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Corona del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196763
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692625
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026275
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011029
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02101
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08928
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011029
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02101
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt020
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1063
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Flippin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Allen Stewart Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA Sully Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SULL
ReturnHeader/Filer/EIN0851207989
ReturnHeader/Filer/PhoneNum07143457188
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5810
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043694278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PutmanGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09495026700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin R Putman CPA CFP CEPA
ReturnHeader/ReturnTs02025-11-12T15:25:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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