Stuart Foundation Inc

Stuart Foundation Inc. maintains over $1 million in assets with consistent low expenses and no reported officer compensation.

EIN: 136066191 · Greenwich, CT · Updated: 2026-03-28

$1000KRevenue
$1.5MAssets
85/100Mission Score (Excellent)
Stuart Foundation Inc Financial Summary
MetricValue
Total Revenue$1000K
Total Expenses$85K
Program Spending80%
Net Assets$1.3M
Transparency Score85/100

Is Stuart Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Stuart Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Stuart Foundation Inc

Stuart Foundation Inc (EIN: 136066191) is a nonprofit organization based in Greenwich, CT. The organization reported total revenue of $1000K and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stuart Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

73Years Operating
SmallSize Classification
10Years of Filings
DecliningRevenue Trajectory

Stuart Foundation Inc is a small nonprofit that has been operating for 73 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$86K
Total Expenses$85K
Surplus / Deficit+$1K
Total Assets$1.3M
Total Liabilities$1
Net Assets$1.3M
Operating Margin1.2%
Debt-to-Asset Ratio0.0%
Months of Reserves177.6 months

Financial Health Grade: A

In 2023, Stuart Foundation Inc reported a surplus of $1K with revenue exceeding expenses, holds 177.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Stuart Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023-21.7%-15.2%+3.7%
2022-40.0%+17.0%+0.8%
2020-245.2%-2.5%-18.4%
2019-6.9%-15.2%-7.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1953

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Stuart Foundation Inc. appears to be a private foundation, given its consistent asset base and relatively low annual expenses compared to its assets. Its financial health seems stable, with assets consistently over $1 million, reaching $1,462,523 in the latest period. Revenue has fluctuated, with a notable negative revenue of $-126,454 in 2020, which could indicate investment losses or significant asset revaluation. However, expenses have remained relatively consistent, typically in the range of $76,000 to $103,000 annually, suggesting predictable operational costs. The organization demonstrates strong spending efficiency in terms of executive compensation, as officer compensation has been reported as 0% across all available filings. This indicates that the foundation's leadership is either unpaid or compensated through other means not categorized as officer compensation on the 990, which is a positive sign for donor confidence. Without a detailed breakdown of expenses into program, administrative, and fundraising categories, a precise assessment of spending efficiency is challenging, but the overall low expense levels relative to assets suggest a lean operation. The consistent reporting of minimal liabilities ($1) across all periods further underscores financial stability. Transparency is generally good through its consistent IRS 990 filings. However, the lack of an NTEE code makes it difficult to understand its specific programmatic focus without reviewing the full 990 documents. The absence of officer compensation is a transparent indicator of how leadership is compensated, or not, which is a positive for transparency. To fully assess transparency, a deeper dive into the specific grants or activities funded would be necessary, as the provided data primarily focuses on financial aggregates.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Stuart Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Stuart Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$86KTotal Revenue
$85KTotal Expenses
$1.3MTotal Assets
$1Total Liabilities
$1.3MNet Assets
  • The organization reported a surplus of $1K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that officers are either unpaid or compensated through non-reportable means, which is highly favorable for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Stuart Foundation Inc's IRS 990 filings:

  • Lack of NTEE code makes programmatic focus unclear without further investigation.
  • Significant negative revenue reported in 2020 requires further explanation.

Strengths

The following positive indicators were identified for Stuart Foundation Inc:

  • Consistent asset base exceeding $1 million, indicating financial stability.
  • Zero reported officer compensation across all filings, suggesting efficient use of funds.
  • Low and consistent annual expenses relative to assets, implying lean operations.
  • Minimal liabilities ($1) consistently reported, indicating strong financial health.

Frequently Asked Questions about Stuart Foundation Inc

Is Stuart Foundation Inc a legitimate charity?

Stuart Foundation Inc (EIN: 136066191) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $1000K. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Stuart Foundation Inc spend its money?

Stuart Foundation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Stuart Foundation Inc tax-deductible?

Stuart Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136066191). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Stuart Foundation Inc's spending goes to programs?

Stuart Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Stuart Foundation Inc located?

Stuart Foundation Inc is headquartered in Greenwich, Connecticut and files with the IRS under EIN 136066191.

How many years of IRS 990 filings does Stuart Foundation Inc have?

Stuart Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1000K in total revenue.

What is the specific mission or program focus of the Stuart Foundation Inc.?

The provided data does not include an NTEE code or detailed program descriptions, making it difficult to ascertain the specific mission. Further review of the full IRS 990 filings would be necessary to understand its programmatic activities.

Why was there negative revenue in 2020?

The negative revenue of $-126,454 in 2020 could be attributed to investment losses, significant asset revaluation, or other non-operating income adjustments. A detailed look at the 2020 IRS 990 would clarify the specific reasons.

How does the foundation manage its assets to generate revenue?

With assets consistently over $1 million and fluctuating revenue, it's likely the foundation relies on investment income. The specific investment strategies and returns would be detailed in the full 990 forms.

Filing History

IRS 990 filing history for Stuart Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Stuart Foundation Inc's revenue has declined by 10%, moving from $96K to $86K. Total assets increased by 1.5% over the same period, from $1.2M to $1.3M. Total functional expenses rose by 11%, from $77K to $85K. In its most recent filing year (2023), Stuart Foundation Inc reported a surplus of $1K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.3M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $86K $85K $1.3M $1
2022 $110K $100K $1.2M $1 View 990
2021 $184K $86K $1.2M $1 View 990
2020 $-126,454 $85K $1.1M $1 View 990
2019 $87K $87K $1.4M $1 View 990
2015 $94K $103K $1.5M $1 View 990
2014 $102K $100K $1.4M $1 View 990
2013 $189K $83K $1.4M $1 View 990
2012 $127K $77K $1.3M $1 View 990
2011 $96K $77K $1.2M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $86K, expenses of $85K, and assets of $1.3M (revenue -21.7% year-over-year).
  • 2022: Revenue of $110K, expenses of $100K, and assets of $1.2M (revenue -40.0% year-over-year).
  • 2021: Revenue of $184K, expenses of $86K, and assets of $1.2M.
  • 2020: Revenue of $-126,454, expenses of $85K, and assets of $1.1M (revenue -245.2% year-over-year).
  • 2019: Revenue of $87K, expenses of $87K, and assets of $1.4M (revenue -6.9% year-over-year).
  • 2015: Revenue of $94K, expenses of $103K, and assets of $1.5M (revenue -7.9% year-over-year).
  • 2014: Revenue of $102K, expenses of $100K, and assets of $1.4M (revenue -46.2% year-over-year).
  • 2013: Revenue of $189K, expenses of $83K, and assets of $1.4M (revenue +48.7% year-over-year).
  • 2012: Revenue of $127K, expenses of $77K, and assets of $1.3M (revenue +32.6% year-over-year).
  • 2011: Revenue of $96K, expenses of $77K, and assets of $1.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Stuart Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Stuart Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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