Civic Intelligence

Elbridge & Evelyn Stuart Foundation 26000118300

990PF • Fiscal year 2016 • EIN 95-6014019

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Pendleton FidMngmtInc PO Box 1905Jackson, WY 83001

(414) 977-1210

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-76%

Higher net margin than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,744,582

Down $146,290 (-2.1%) from 2015

Net Assets

Down

$6,744,582

Down $146,290 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$247,668

Down $192,689 (-44%) from 2015

Expenses

Down

$436,618

Down $32,025 (-6.8%) from 2015

Net Income

Down

-$188,950

Down $160,664 (-568%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,967,170Liabilities 2011: $0Net Assets 2011: $7,967,1702011Assets 2012: $7,435,431Liabilities 2012: $0Net Assets 2012: $7,435,4312012Assets 2013: $6,731,856Liabilities 2013: $0Net Assets 2013: $6,731,8562013Assets 2014: $6,927,161Liabilities 2014: $0Net Assets 2014: $6,927,1612014Assets 2015: $6,890,872Liabilities 2015: $0Net Assets 2015: $6,890,8722015Assets 2016: $6,744,582Liabilities 2016: $0Net Assets 2016: $6,744,5822016Assets 2017: $7,020,456Liabilities 2017: $0Net Assets 2017: $7,020,4562017Assets 2018: $7,126,896Liabilities 2018: $0Net Assets 2018: $7,126,8962018Assets 2019: $6,936,548Liabilities 2019: $0Net Assets 2019: $6,936,5482019Assets 2020: $6,460,500Liabilities 2020: $0Net Assets 2020: $6,460,5002020Assets 2021: $6,603,691Liabilities 2021: $0Net Assets 2021: $6,603,6912021Assets 2022: $6,300,030Liabilities 2022: $0Net Assets 2022: $6,300,0302022Assets 2023: $6,139,642Liabilities 2023: $0Net Assets 2023: $6,139,6422023Assets 2024: $6,265,395Liabilities 2024: $0Net Assets 2024: $6,265,3952024

Highlighted filing

2016

Assets$6,744,582
Liabilities$0
Net Assets$6,744,582

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $587,3902011Expenses 2012: $596,3172012Revenue 2013: -$189,896Expenses 2013: $518,116Net Income 2013: -$708,0122013Revenue 2014: $746,706Expenses 2014: $514,056Net Income 2014: $232,6502014Revenue 2015: $440,357Expenses 2015: $468,643Net Income 2015: -$28,2862015Revenue 2016: $247,668Expenses 2016: $436,618Net Income 2016: -$188,9502016Revenue 2017: $615,304Expenses 2017: $338,737Net Income 2017: $276,5672017Revenue 2018: $371,247Expenses 2018: $260,826Net Income 2018: $110,4212018Revenue 2019: $262,162Expenses 2019: $450,369Net Income 2019: -$188,2072019Revenue 2020: -$6,274Expenses 2020: $457,646Net Income 2020: -$463,9202020Revenue 2021: $642,134Expenses 2021: $499,642Net Income 2021: $142,4922021Revenue 2022: $80,418Expenses 2022: $398,892Net Income 2022: -$318,4742022Revenue 2023: $209,071Expenses 2023: $348,100Net Income 2023: -$139,0292023Revenue 2024: $465,870Expenses 2024: $349,038Net Income 2024: $116,8322024

Highlighted filing

2016

Revenue$247,668
Expenses$436,618
Net Income-$188,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARKE A NELSONCo-Trustee-$0--
EVELYN NELSON ATTAWAYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Elbridge & Evelyn Stuart Foundation
EIN
95-6014019
Phone
4149771210
Address
Pendleton FidMngmtInc PO Box 1905, Jackson, WY 83001

Signing Officer

Name
Clarke Nelson
Title
Chairman
Phone
4149771210
Signed
2017-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Mcgee Hearne & Paiz Llp
Address
PO BOX 1088, CHEYENNE, WY 82003
Preparer
Jane E Moran
Phone
3076342151
Raw XML AppendixShowing 400 of 621 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Pendleton Fiduciary Management Inc
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BNY MELLON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03105517618
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN SCHOOL OF CLASSICAL STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANDOVER ROBERT S PEABODY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CALIFORNIA SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHURCH DIVINITY SCHOOL OF THE PACIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4College of Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Colorado College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Davidson College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Epilepsy Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GREATER LOS ANGELES ZOO ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HARVARD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HONORING OUR VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11INNER CITY EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LAS MADRINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LOS ANGELES COUNTY MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LOS ANGELES PHILHARMONIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MARLBOROUGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16MARTHA'S VINEYARD MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17NEIGHBORHOOD YOUTH ASSOCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18ONE VOICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19PIERPOINT MORGAN LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20POLLY HILL ARBORETUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21PRINCETON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22SENIOR CENTER OF JACKSON HOLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23ST ANDREWS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24ST JOHN'S MEDICAL AUXILIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25ST MATTHEWS PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27TETON SCIENCE SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28THE EPISCOPAL DIOCESE OF LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29University of Alabama
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30University of Colorado
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31UNIVERSITY OF REDLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Wellesley College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt24PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt25PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt26PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt27PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt28PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt29PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt30PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt31PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt32PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt33PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 CHARLTON ST 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1180 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2700 EXPOSITION PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32451 RIDGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt466 George St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt514 E Cache La Poudre St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6405 N Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78301 Professional PlaceEast Suite
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt85333 ZOO DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9TEELE HALL SOLDIERS FIELD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.21$0.35$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.08$0.40$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.64$0.50$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.01$0.46$0.46
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.26$0.45$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.37$0.26$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.62$0.34$0.28
2016Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.25$0.44$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.44$0.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.75$0.51$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.19$0.52$0.71
2012Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.60
2011Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.59