Stewart Family Foundation Gerald L Fister Treasurer

Nonprofit profile at a glance

EIN
237087575
IRS 990-EZ coverage
2012–2025
Forms available
Form 990-EZ 2025
Location
Fullerton, CA, USA
Phone
7146806414
Rating confidence
Limited
Sector
Historical Societies, Related Historical Activities
Affiliation
Christianity

Reported finances

Revenue
$100
Expenses
$39
Assets
$3,244

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • LEE GARN STEWART (PRESIDENT)

People named in this filing

  • LEE GARN STEWART (PRESIDENT)
  • PHILLIP S FERGUSON (SECRETARY)
  • GERALD L FISTER (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Collecting and organizing family history records for submission to the church of jesus christ of latter-day saints family history libraries and temples, educating foundation members on the importance of the family, informing foundation members about other matters affecting the family, fostering family unity, and preserving family traditions and heritage

What it reported doing in 2025

Published family newsletter informing foundation members about family history and encouraging collection of family history information for library and temple submission. Hold biennial family reunions where family members are informed about matters affecting the family. At the reunion family members engage in activities that foster family unity and preserve family traditions and heritage.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 79
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 61%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 83.18; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -42.4% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 12.2% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: -11.6% per year; rating input score 0; 16th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.