Civic Intelligence

Filer & Stowell Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 85-1780383

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
1734 Dogwood DrMarco Island, FL 34145

(239) 394-1077

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$516,420

Up $516,420 from 2020

Net Assets

Up

$516,420

Up $516,420 from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin99th percentile

Revenue

Up

$523,275

Up $523,275 from 2020

Expenses

Up

$434

Up $434 from 2020

Net Income

Up

$522,841

Up $522,841 from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $516,420Liabilities 2021: $0Net Assets 2021: $516,4202021Assets 2022: $520,139Liabilities 2022: $875Net Assets 2022: $519,2642022

Highlighted filing

2021

Assets$516,420
Liabilities$0
Net Assets$516,420
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $523,275Expenses 2021: $434Net Income 2021: $522,8412021Revenue 2022: $4,957Expenses 2022: $2,113Net Income 2022: $2,8442022

Highlighted filing

2021

Revenue$523,275
Expenses$434
Net Income$522,841
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD E READPresident/Treasurer-$0--
CYNTHIA READ COAKLEYSecretary/Director-$0--
ROBERT PORTER LYNCHVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Filer & Stowell Charitable Foundation I
EIN
85-1780383
Phone
2393941077
Address
1734 DOGWOOD DR, MARCO ISLAND, FL 34145

Signing Officer

Name
Donald E Read
Title
President
Phone
2393941077
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Von Briesen & Roper Sc
Address
411 E WISCONSIN AVE SUITE 1000, MILWAUKEE, WI 53202
Preparer
Jeanine Schoen
Phone
4142761122
Raw XML Appendix326 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DONALD E READ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DONALD E READ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01734 DOGWOOD DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11734 DOGWOOD DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134145
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06524
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1515650
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0515650
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-07-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0149
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt06421
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0VON BRIESEN & ROPER, S.C.--ANNUAL REPORT FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0275
TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/CategoryTxt0SCHWAB--FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0275
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD E READ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02393941077
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0FILE
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ReturnHeader/Filer/PhoneNum02393941077
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391576289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VON BRIESEN & ROPER SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 E WISCONSIN AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142761122
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANINE SCHOEN
ReturnHeader/ReturnTs02022-11-15T10:30:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0READ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,420
Liabilities
$0
Net assets
$516,420
Revenue
$523,275
Expenses
$434
Net income
$522,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.20$0.01$5.19$0.05$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$5.23$0.00$5.23
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00