Stuart Heritage INC EIN 65-0087566

Stuart Heritage INC FY2020 filing

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Preserves the heritage, artifacts, and history of Stuart and its surrounding communities. For fiscal year 2020 it reported $81K in revenue, $107K in expenses, and $815K in net assets.Pt I

Founded
1988
Type
Public charity (501(c)(3)) · Arts & Culture
Location
Stuart, FL
Website
www.stuartheritagemuseum.com
Filings
6 on file (2020–2020)
Revenue
$81KFY2020
Expenses
$107K
Net assets
$815K
People
12
Filings
6
Updates
0
More identity details & actions ⌄
EIN  65-0087566 Public charity (501(c)(3)) Stuart, FL Founded 1988
Form 990 (PDF)
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Size
<$100K
What they do
Preserves the heritage, artifacts, and history of Stuart and its surrounding communities.
Leadership
Mary Jones · Executive Di · $35K
Money in and out
$81K revenue, $107K expenses
Bottom line
0.1% program efficiency
Where the money goes · FY2020
Total revenue
$81K
Pt VIII · Ln 12
Total expenses
$107K
Pt IX · Ln 25
Net assets
$815K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$25K
Where spending went · Part IX cols B–D
Program services $0.00 Management & general $1.00
Program efficiency
0.1%
of spending reaches programs
Operating runway
91.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
-31%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$81K
FY2020
Expenses
$107K
FY2020
Total assets
$816K
FY2020
Total liabilities
$1K
FY2020
Total revenue
$81K
Pt VIII · Ln 12
Total expenses
$107K
Pt IX · Ln 25
Net assets
$815K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$25K
Total assetsPt X · Ln 16$816K
Program-expense ratioPt IX · col B0.1%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CStuart Heritage INC
EINHdr · item D65-0087566
Principal addressHdr · item CStuart, FL
WebsiteHdr · item Jwww.stuartheritagemuseum.com
Year of formationHdr · item L1988
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A50)
Ruling yearIRS BMFMay 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

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 35th 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.

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Statement of Revenue

Part VIII
Investment income$59K · 72%
Other revenue$20K · 25%
Contributions & grants$2K · 3%
Investment income72%$59K
Other revenue25%$20K
Contributions & grants3%$2K
Total revenueLn 12$81K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.00 Management & general $1.00
Program services$123
Management & general100%$107K
Total functional expensesLn 25$107K

Balance Sheet

Part X · end of year
CashLn 1$814K
Total assetsLn 16$816K
Total liabilitiesLn 26$1K
Total net assetsLn 32$815K
Months of cash on handcomputed91.6

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $814K · Operating expenses/yr $107K
91.6 months
Where the money goes
Program services
Program services $123 · Total expenses $107K
0.1%
Management & General
Management & general $107K · Total expenses $107K
100%
Fundraising
Fundraising $0 · Total expenses $107K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $2K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $2K · Total revenue $81K
3%
Government reliance
Government grants — · Total revenue $81K
Earned-income share
Program service revenue $0 · Total revenue $81K
0%
Investment reliance
Investment income $59K · Total revenue $81K
+72%
Program self-sufficiency
Program service revenue $0 · Total expenses $107K
0%
Growth & trend
Revenue growth (YoY)
This year $81K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $815K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $81K · Expenses $107K
-31%
Liabilities-to-Assets
Total liabilities — · Total assets $816K
Net-asset ratio
Net assets $815K · Total assets $816K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $816K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Mary Jones · Reported title EXECUTIVE DI · Highest reported compensation $35K · Total expenses $107K
33%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $47K · Total expenses $107K
44%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 0.1%
Overhead ratio 100%
Fundraising cost ratio 0%
Legal fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$96K revenue · ⤓ 990 PDF
FY2024$61K revenue · ⤓ 990 PDF
FY2023$96K revenue · ⤓ 990 PDF
FY2022$42K revenue · ⤓ 990 PDF
FY2021$102K revenue · ⤓ 990 PDF
FY2020$81K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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