Stuart Heritage INC FY2020 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

The purpose of Stuart Heritage is to help preserve the Heritage, artifacts and history of Stuart and its surrounding communities. The countless relics housed by the museum define the history of the people, businesses, agriculture and community spirit of the city of Stuart and martin county.

501(c)(3) charity; gifts are tax-deductible.
0¢ of each $1 spent went to programs.
$37K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $24K a year · 30% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0.1%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$37K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
92 mo
of spending, in cash
Looks good: 91.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 12 voting members
Concern: none of 12 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$81K
Spent
$107K
To programs
0.1%
Net assets
$815K
By yearFY2020–FY2025
Revenue
$81K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$81K
FY2021$102K
FY2022$42K
FY2023$96K
FY2024$61K
FY2025$96K
Expenses
$107K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$107K
FY2021$111K
FY2022$127K
FY2023$85K
FY2024$94K
FY2025$96K
Net assets
$815K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$815K
FY2021$834K
FY2022$747K
FY2023$766K
FY2024$818K
FY2025$904K

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2013-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in May 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

0 cents of each dollar spent went to programs.

Program services 0% · $123 Management & general 100% · $107K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

12 people listed on the 990; $37K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$35,000Pt VII · Sec A
Recording Se
$1,913Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Barbara Hodapp’s $7K as Recording Se is at the 34th percentile of top reported officer pay among 250 <$100K arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Mary Jones———$35,000$35,000
Barbara Hodapp$6,870$6,993$6,336$4,953$1,913
Rhonda Glass$1,521$4,075———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Stuart Heritage INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves the heritage, artifacts, and history of Stuart and its surrounding communities.

Questions for Stuart Heritage INC

Tap to ask. Stuart Heritage INC sees how many people are interested.

Your first name shows with your question. Stuart Heritage INC answers here, for everyone.

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$81K
Ln 12
Investment incomeLn 3$59K
Other incomeLn 4–11$20K
Gifts and grantsLn 1h$2K
Money outPt IX
$107K
Ln 25
Programscol B$123
Managementcol C$107K
Owns and owesPt X
$815K
net assets · Ln 32
Cash and savingsLn 1–2$814K
Total assetsLn 16$816K
LiabilitiesLn 26$1K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Investment incomeLn 3$59K
Other incomeLn 4–11$20K
Total revenueLn 12$81K
Assets in detailPt X, end of year
CashLn 1$6K
SavingsLn 2$807K
Cash and savings togetherLn 1–2$814K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$816K
LiabilitiesLn 26$1K
Net assetsLn 32$815K
OperationsPt I, VI
EmployeesI 56
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$837K$814K
Land, buildings, equipmentLn 10c$3K$3K
Total assetsLn 16$842K$816K
LiabilitiesLn 26$1K$1K
Net assetsLn 32$841K$815K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$44K$44K
Payroll taxesLn 10$3K$3K
Legal feesLn 11b$5K$5K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$3K$3K
Depreciation, depletion and amortizationLn 22$123$123
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$33K$33K
All other expensesLn 24e$12K$12K
Total functional expensesLn 25$107K$123$107K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 6, 2026 $96K$96K$321$904K 990 PDF
FY2024Filed with the IRS May 22, 2025 $61K$94K−$33K$818K 990 PDF
FY2023Filed with the IRS May 23, 2024 $96K$85K$11K$766K 990 PDF
FY2022Filed with the IRS Jun 8, 2023 $42K$127K−$85K$747K 990 PDF
FY2021Filed with the IRS May 12, 2022 $102K$111K−$10K$834K 990 PDF
FY2020 ViewingFiled with the IRS Apr 2, 2021 $81K$107K−$25K$815K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $81,383 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,067$2,320
I-9 Program service revenue$0
I-10 Investment incomePrior year $61,679$58,709
I-11 Other revenuePrior year $17,662$20,354
I-12 Total revenuePrior year $88,408$81,383
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $50,704$47,024
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $60,363$59,602
I-18 Total expensesPrior year $111,067$106,626
I-19 Revenue less expensesPrior year −$22,659−$25,243
Part VI · Governance 0 of 12 board members independent, 4 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $81,383 across 5 lines filed
VIII-1b Membership dues$2,320
VIII-1h Total contributions, gifts and grants$2,320
VIII-3 Investment incomeRelated to mission $58,709$58,709
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $20,354$20,354
VIII-12 Total revenueRelated to mission $79,063$81,383
Part IX · Statement of functional expenses $106,626 across 9 lines filed
IX-7 Other salaries and wagesManagement $43,582$43,582
IX-10 Payroll taxesManagement $3,442$3,442
IX-11b Legal feesManagement $4,550$4,550
IX-12 Advertising and promotionManagement $4,555$4,555
IX-13 Office expensesManagement $2,699$2,699
IX-22 Depreciation, depletion and amortizationPrograms $123$123
IX-23 InsuranceManagement $1,948$1,948
IX-24 Other expenses (24a–d)Management $33,314$33,314
IX-24e All other expensesManagement $12,413$12,413
IX-25 Total functional expensesPrograms $123 · Management $106,503 · Fundraising $0$106,626
Part X · Balance sheet $816,272 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $7,173$6,234
X-2 Savings and temporary cash investmentsStart of year $829,434$807,381
X-10c Land, buildings and equipment, netStart of year $2,780$2,657
X-16 Total assetsStart of year $841,558$816,272
X-25 Other liabilitiesStart of year $1,006$1,390
X-26 Total liabilitiesStart of year $1,006$1,390
X-27 Net assets without donor restrictionsStart of year $840,552$814,882
X-32 Total net assets or fund balancesStart of year $840,552$814,882
X-33 Total liabilities and net assetsStart of year $841,558$816,272
Part XI · Reconciliation of net assets $814,882 net assets at year end
XI-1 Total revenue$81,383
XI-2 Total expenses$106,626
XI-3 Revenue less expenses−$25,243
XI-4 Net assets at start of year$840,552
XI-9 Other changes in net assets−$5,772
XI-10 Net assets at end of year$814,882

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.