Civic Intelligence

The Cleverley Stone Foundation

990EZ • Fiscal year 2020 • EIN 85-1772151

Jun 30, 2020 to Dec 31, 2020 • Filed on May 15, 2021

5051 Westheimer Rd Ste 1200Houston, TX 77056

(832) 421-4242

Siviq Scores

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

Liabilities / Assets

91st percentile

0.71x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.10x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

4.0%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$24,871

No earlier filing loaded for comparison.

Net Assets

$7,141

No earlier filing loaded for comparison.

Liabilities

$17,730

No earlier filing loaded for comparison.

Revenue

$178,429

No earlier filing loaded for comparison.

Expenses

$171,288

No earlier filing loaded for comparison.

Net Income

$7,141

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $24,871Liabilities 2020: $17,730Net Assets 2020: $7,1412020Assets 2021: $138,342Liabilities 2021: $8,749Net Assets 2021: $129,5932021Assets 2022: $199,954Liabilities 2022: $8,749Net Assets 2022: $191,2052022Assets 2023: $244,817Liabilities 2023: $8,749Net Assets 2023: $236,0682023Assets 2024: $148,559Liabilities 2024: $0Net Assets 2024: $148,5592024

Highlighted filing

2020

Assets$24,871
Liabilities$17,730
Net Assets$7,141

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $178,429Expenses 2020: $171,288Net Income 2020: $7,1412020Revenue 2021: $960,323Expenses 2021: $838,135Net Income 2021: $122,1882021Revenue 2022: $1,555,305Expenses 2022: $1,493,693Net Income 2022: $61,6122022Revenue 2023: $1,790,361Expenses 2023: $1,745,498Net Income 2023: $44,8632023Revenue 2024: $2,288,124Expenses 2024: $2,375,633Net Income 2024: -$87,5092024

Highlighted filing

2020

Revenue$178,429
Expenses$171,288
Net Income$7,141
Jump To
Filing Snapshot
Filing Period
Jun 30, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Gross Receipts
$178,429
Mission and Program Overview

Mission

The organization coordinates houston restaurant weeks, an annual fundraiser happening during the month of august. Its purpose is to raise money for food banks in the houston/sugar land metropolitan area, and it is the largest annual fundraiser of any kind supporting such. The fundraiser gives people an opportunity to experience and support houston's restaurants while providing much-needed relief for families suffering from hunger. During the month of august, participating restaurants will have special menus. A portion of each sale from these menus goes to the houston food bank and its affiliates. The organization intends to expand and coordinate similar events for other metropolitan areas in the future.

Program Services

DescriptionGrantsExpenses
PROCEEDS DONATED TO THE HOUSTON FOOD BANK FROM RESTAURANTS PARTICIPATING IN HOUSTON RESTAURANT WEEKS.$106,587$106,587
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN CAPPUCCIOPresidentPT$0--
ANTHONY STONEDirector-$0--
MELISSA STEVENSDirector-$0--
ARTHUR MOORADIANDirector-$0--
ROBERT FELLNERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Cleverley Stone Foundation
EIN
85-1772151
In Care Of
% CATHERINE LIGHTFOOT CPA
Phone
8324214242
Address
5051 WESTHEIMER RD STE 1200, HOUSTON, TX 77056

Signing Officer

Name
Kathryn Cappuccio
Title
Director
Phone
8324214242
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Eepb
Address
2950 NORTH LOOP W SUITE 1200, HOUSTON, TX 77092
Preparer
Catherine Lightfoot
Phone
7136220016
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

DONEES NAME:HOUSTON FOOD BANK DONEES ADDRESS:535 Portwall St Houston, TX 77029 RELATIONSHIP:NONE PURPOSE OF PAYMENT:THE PROCEEDS FROM HOUSTON RESTAURANT WEEKS AMOUNT:106587

Form 990EZ Part I Line 16

Description:ADVERTISING AND MARKETING Amount:688

Form 990EZ Part I Line 16

Description:INSURANCE Amount:1916

Form 990EZ Part I Line 16

Description:RENT AND LEASE Amount:10690

Form 990EZ Part I Line 16

Description:WEBSITE EXPENSES Amount:724

Form 990EZ Part II Line 24

Description:2017 CHEVROLET EQUINOX EOY Amount:17465

Raw XML Appendix187 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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IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt019644
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION COORDINATES HOUSTON RESTAURANT WEEKS, AN ANNUAL FUNDRAISER HAPPENING DURING THE MONTH OF AUGUST. ITS PURPOSE IS TO RAISE MONEY FOR FOOD BANKS IN THE HOUSTON/SUGAR LAND METROPOLITAN AREA, AND IT IS THE LARGEST ANNUAL FUNDRAISER OF ANY KIND SUPPORTING SUCH. THE FUNDRAISER GIVES PEOPLE AN OPPORTUNITY TO EXPERIENCE AND SUPPORT HOUSTON'S RESTAURANTS WHILE PROVIDING MUCH-NEEDED RELIEF FOR FAMILIES SUFFERING FROM HUNGER. DURING THE MONTH OF AUGUST, PARTICIPATING RESTAURANTS WILL HAVE SPECIAL MENUS. A PORTION OF EACH SALE FROM THESE MENUS GOES TO THE HOUSTON FOOD BANK AND ITS AFFILIATES. THE ORGANIZATION INTENDS TO EXPAND AND COORDINATE SIMILAR EVENTS FOR OTHER METROPOLITAN AREAS IN THE FUTURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROCEEDS DONATED TO THE HOUSTON FOOD BANK FROM RESTAURANTS PARTICIPATING IN HOUSTON RESTAURANT WEEKS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0178429
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:HOUSTON FOOD BANK DONEES ADDRESS:535 Portwall St Houston, TX 77029 RELATIONSHIP:NONE PURPOSE OF PAYMENT:THE PROCEEDS FROM HOUSTON RESTAURANT WEEKS AMOUNT:106587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:ADVERTISING AND MARKETING Amount:688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:INSURANCE Amount:1916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:RENT AND LEASE Amount:10690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:WEBSITE EXPENSES Amount:724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:2017 CHEVROLET EQUINOX EOY Amount:17465
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN CAPPUCCIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08324214242
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLEVERLEY STONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEV
ReturnHeader/Filer/EIN0851772151
ReturnHeader/Filer/InCareOfNm0% CATHERINE LIGHTFOOT CPA
ReturnHeader/Filer/PhoneNum08324214242
ReturnHeader/Filer/USAddress/AddressLine1Txt05051 WESTHEIMER RD STE 1200
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077092
ReturnHeader/PreparerPersonGrp/PhoneNum07136220016
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE LIGHTFOOT
ReturnHeader/ReturnTs02021-11-04T10:34:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPPUCCIO
ReturnHeader/TaxPeriodBeginDt02020-06-30
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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