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Stuart Heritage INC FY2021 filing

Tax-deductible

Stuart, FL501(c)(3)Since 1988Arts & CultureEIN 65-0087566

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.
$40K 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

FY2021 · 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
0.06%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$40K
to officers and key staff · 36% of spending
Concern: pay to officers and key staff is 36% of spending; over 30%.
Pt VII · Sec A
Cash reserves
90 mo
of spending, in cash
Looks good: 89.8 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 13 voting members
Concern: none of 13 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$102K
+25% vs prior year
Spent
$111K
To programs
0.06%
Net assets
$834K
By yearFY2020–FY2025
Revenue
$102K
FY2021▲ +25%
Revenue by fiscal year
FY2020$81K
FY2021$102K
FY2022$42K
FY2023$96K
FY2024$61K
FY2025$96K
Expenses
$111K
FY2021▲ +4%
Expenses by fiscal year
FY2020$107K
FY2021$111K
FY2022$127K
FY2023$85K
FY2024$94K
FY2025$96K
Net assets
$834K
FY2021▲ +2%
Net assets by fiscal year
FY2020$815K
FY2021$834K
FY2022$747K
FY2023$766K
FY2024$818K
FY2025$904K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
Yes — exemption reinstated (2013-05-15)
Per the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CStuart Heritage INC
EINHdr · item D65-0087566
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMay 2016
Year of formationHdr · item L1988
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CStuart, FL
NTEE classificationIRS BMFArts & Culture (A50)
WebsiteHdr · item Jwww.stuartheritagemuseum.com

Where the money goes

What each dollar paid for.

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$62
Management & general100%$111K
Total functional expensesLn 25$111K

Finances

Money in and out, what it owns and owes

Spent on programs
0.06%
of spending reaches programs
Months of spending covered by cash
89.8mo
months of spending covered by cash and easy-to-sell investments
Surplus or deficit
-10%
as % of revenue, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$836K
FY2021▲ +2%
Total assets by fiscal year
FY2020$816K
FY2021$836K
FY2022$748K
FY2023$767K
FY2024$820K
FY2025$906K
Total liabilities
$1K
FY2021▲ +5%
Total liabilities by fiscal year
FY2020$1K
FY2021$1K
FY2022$2K
FY2023$862
FY2024$1K
FY2025$2K
Revenue less expensesPt I · Ln 19−$10K
Total assetsPt X · Ln 16$836K
Spent on programsPt IX · col B0.06%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 4pending

Balance Sheet

Part X · end of year
CashLn 1$833K
Total assetsLn 16$836K
Total liabilitiesLn 26$1K
Total net assetsLn 32$834K
Months of cash on handcomputed89.8

Statement of Revenue

Part VIII
Investment income$80K · 78%
Other revenue$18K · 18%
Contributions & grants$4K · 4%
Investment income78%$80K
Other revenue18%$18K
Contributions & grants4%$4K
Total revenueLn 12$102K

Money in detail

Form 990 · FY2021 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $833K · Operating expenses/yr $111K
89.8 months
Where the money goes
Program services
Program services $62 · Total expenses $111K
0.06%
Management & General
Management & general $111K · Total expenses $111K
100%
Fundraising
Fundraising $0 · Total expenses $111K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $3K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $4K · Total revenue $102K
4%
Government reliance
Government grants — · Total revenue $102K
—
Earned-income share
Program service revenue $0 · Total revenue $102K
0%
Investment reliance
Investment income $80K · Total revenue $102K
+78%
Program self-sufficiency
Program service revenue $0 · Total expenses $111K
0%
Growth & trend
Revenue change from last year
This year $102K · Prior year $81K
+25%
Net assets change over the year
End of year $834K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $102K · Expenses $111K
-10%
Debts compared to what it owns
Total liabilities — · Total assets $836K
—
Net assets compared to what it owns
Net assets $834K · Total assets $836K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $836K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Mary Jones · Reported title EXEC DIRECTO · Highest reported compensation $35K · Total expenses $111K
31%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $62K · Total expenses $111K
55%
Peer comparison

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

MetricThis orgPeer medianPercentile
Spent on programs 0.06%——
Spent on management, % of spending 100%——
Fundraising cost, % of gifts 0%——
Revenue growth 25%——
Legal fees, % of spending 4%——

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

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Mary Jones
Exec Directo
$35,000Pt VII · Sec A
Barbara Hodapp
Recording Se
$4,953Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Gloria Fike
Director
$0Pt VII · Sec A
Rhonda Glass
Director
$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 →

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Governance & Policies

Part VI
  • 13Voting board membersPt VI · Ln 1a
  • –Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

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

Provided by the organization

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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
Fidelity Investments Charitable Gift FundFY2024$10K
Total grants receivedfrom 1 funder$10K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $96K$96K+58% 990 PDF
FY2024 $61K$94K-37% 990 PDF
FY2023 $96K$85K+131% 990 PDF
FY2022 $42K$127K-59% 990 PDF
FY2021 Viewing $102K$111K+25% 990 PDF
FY2020 $81K$107K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2021

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $101,600 across 6 lines filed
VIII-1b Membership dues$3,815
VIII-1h Total contributions, gifts and grants$3,815
VIII-3 Investment incomeRelated to mission $79,102$79,102
VIII-7 Net gain or loss on sales of assetsRelated to mission $449$449
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,234$18,234
VIII-12 Total revenueRelated to mission $97,785$101,600
Part IX · Statement of functional expenses $111,409 across 9 lines filed
IX-7 Other salaries and wagesManagement $56,961$56,961
IX-10 Payroll taxesManagement $4,540$4,540
IX-11b Legal feesManagement $4,120$4,120
IX-12 Advertising and promotionManagement $7,157$7,157
IX-13 Office expensesManagement $3,184$3,184
IX-22 Depreciation, depletion and amortizationPrograms $62$62
IX-23 InsuranceManagement $1,392$1,392
IX-24 Other expenses (24a–d)Management $25,185$25,185
IX-24e All other expensesManagement $8,808$8,808
IX-25 Total functional expensesPrograms $62 · Management $111,347 · Fundraising $0$111,409
Part X · Balance sheet $835,920 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $6,234$6,358
X-2 Savings and temporary cash investmentsStart of year $807,381$826,967
X-10c Land, buildings and equipment, netStart of year $2,657$2,595
X-16 Total assetsStart of year $816,272$835,920
X-25 Other liabilitiesStart of year $1,390$1,455
X-26 Total liabilitiesStart of year $1,390$1,455
X-27 Net assets without donor restrictionsStart of year $814,882$834,465
X-32 Total net assets or fund balancesStart of year $814,882$834,465
X-33 Total liabilities and net assetsStart of year $816,272$835,920
Part XI · Reconciliation of net assets $834,465 net assets at year end
XI-1 Total revenue$101,600
XI-2 Total expenses$111,409
XI-3 Revenue less expenses−$9,809
XI-4 Net assets at start of year$814,882
XI-9 Other changes in net assets$15,212
XI-10 Net assets at end of year$834,465

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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