Stuart Heritage INC FY2022 filing

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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.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 65-0087566) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
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
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
70.4 mo
of spending, in cash
70.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.2% of total assets
Liabilities are 0.2% of assets.
Pt X · Ln 26
Independent board members
0
of 12 voting members
None of 12 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$42K
-59% vs prior year
Spent
$127K
To programs
0%
Net assets
$747K
By yearFY2020–FY2025
Revenue
$42K
FY2022▼ -59%
Tap a bar for its year
Revenue by fiscal year
FY2020$81K
FY2021$102K
FY2022$42K
FY2023$96K
FY2024$61K
FY2025$96K
Expenses
$127K
FY2022▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$107K
FY2021$111K
FY2022$127K
FY2023$85K
FY2024$94K
FY2025$96K
Net assets
$747K
FY2022▼ -11%
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 FY2022 Form 990 · see the original

You’re viewing the FY2022 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

What each dollar paid for.

Management & general 100% · $127K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Recording Se
$0Pt VII · Sec A
$0Pt VII · Sec A
Exec Directo
$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.

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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
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$42K
Ln 12
Other incomeLn 4–11$20K
Investment incomeLn 3$18K
Gifts and grantsLn 1h$4K
Money outPt IX
$127K
Ln 25
Managementcol C$127K
Owns and owesPt X
$747K
net assets · Ln 32
Cash and savingsLn 1–2$746K
Total assetsLn 16$748K
LiabilitiesLn 26$2K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4K
Investment incomeLn 3$18K
Other incomeLn 4–11$20K
Total revenueLn 12$42K
Assets in detailPt X, end of year
CashLn 1$17K
SavingsLn 2$729K
Cash and savings togetherLn 1–2$746K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$748K
LiabilitiesLn 26$2K
Net assetsLn 32$747K
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 FY22End FY22
Cash and savingsLn 1–2$833K$746K
Land, buildings, equipmentLn 10c$3K$3K
Total assetsLn 16$836K$748K
LiabilitiesLn 26$1K$2K
Net assetsLn 32$834K$747K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$62K$62K
Payroll taxesLn 10$5K$5K
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$5K$5K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$31K$31K
All other expensesLn 24e$12K$12K
Total functional expensesLn 25$127K$0$127K$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
FY2022 ViewingFiled 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
FY2020Filed with the IRS Apr 2, 2021 $81K$107K−$25K$815K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $41,670 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,815$3,965
I-9 Program service revenue$0
I-10 Investment incomePrior year $79,551$18,105
I-11 Other revenuePrior year $18,234$19,600
I-12 Total revenuePrior year $101,600$41,670
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $61,501$67,355
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $49,908$59,790
I-18 Total expensesPrior year $111,409$127,145
I-19 Revenue less expensesPrior year −$9,809−$85,475
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 $41,670 across 5 lines filed
VIII-1b Membership dues$3,965
VIII-1h Total contributions, gifts and grants$3,965
VIII-3 Investment incomeRelated to mission $18,105$18,105
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $19,600$19,600
VIII-12 Total revenueRelated to mission $37,705$41,670
Part IX · Statement of functional expenses $127,145 across 8 lines filed
IX-7 Other salaries and wagesManagement $62,375$62,375
IX-10 Payroll taxesManagement $4,980$4,980
IX-11c Accounting feesManagement $4,020$4,020
IX-12 Advertising and promotionManagement $6,496$6,496
IX-13 Office expensesManagement $4,631$4,631
IX-23 InsuranceManagement $1,075$1,075
IX-24 Other expenses (24a–d)Management $31,386$31,386
IX-24e All other expensesManagement $12,182$12,182
IX-25 Total functional expensesPrograms $0 · Management $127,145 · Fundraising $0$127,145
Part X · Balance sheet $748,299 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $6,358$16,699
X-2 Savings and temporary cash investmentsStart of year $826,967$729,005
X-10c Land, buildings and equipment, netStart of year $2,595$2,595
X-16 Total assetsStart of year $835,920$748,299
X-25 Other liabilitiesStart of year $1,455$1,551
X-26 Total liabilitiesStart of year $1,455$1,551
X-27 Net assets without donor restrictionsStart of year $834,465$746,748
X-32 Total net assets or fund balancesStart of year $834,465$746,748
X-33 Total liabilities and net assetsStart of year $835,920$748,299
Part XI · Reconciliation of net assets $746,748 net assets at year end
XI-1 Total revenue$41,670
XI-2 Total expenses$127,145
XI-3 Revenue less expenses−$85,475
XI-4 Net assets at start of year$834,465
XI-9 Other changes in net assets−$26,736
XI-10 Net assets at end of year$746,748

Form 990 e-file FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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