Nonprofit · EIN 65-0024030
COMMUNITY FOUNDATION MARTIN ST LUCIE INC
Tax-exempt · STUART, FL 34996
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,517,016 | $8,560,815 | $1,956,201 | $63,593,879 | $1,214,169 | $62,379,710 |
| June 30, 2024 | 990 | $20,915,805 | $6,599,534 | $14,316,271 | $58,468,562 | $1,358,256 | $57,110,306 |
| June 30, 2023 | 990 | $15,025,738 | $4,016,379 | $11,009,359 | $40,405,386 | $1,259,426 | $39,145,960 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,139,213
- Program service revenue
- $0
- Investment income
- $2,521,543
- Net gain from sales of assets
- $493,381
- Other revenue
- $856,260
Expenses
- Grants and similar amounts paid
- $6,297,341
- Compensation of officers, directors and key employees
- $235,000
- Other salaries and wages
- $213,101
- Salaries, compensation and benefits (total)
- $540,621
- Professional fundraising fees
- $0
- Accounting fees
- $94,337
- Occupancy
- $51,816
- Depreciation
- $2,624
- Program services (functional)
- $7,848,544
- Management and general (functional)
- $638,240
- Fundraising (functional)
- $74,031
Balance sheet and other
- Total assets, start of year
- $58,468,562
- Total assets, end of year
- $63,593,879
- Total liabilities, end of year
- $1,214,169
- Net assets, end of year
- $62,379,710
- Land, buildings and equipment
- $2,734
- Publicly traded securities
- $62,400,821
- Net assets without donor restrictions
- $54,459,197
- Net assets with donor restrictions
- $7,920,513
- Gross receipts
- $10,517,016
- Employees
- 4
- Volunteers
- 16
- Year formed
- 1988
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BARBELLA | PRESIDENT & CEO Officer | 40 | $243,072 | $27,765 |
| JOHN DOODY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KENNETH A NORMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ELLYN STEVENSON | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| THEORA G WEBB | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NANCY CROWDER-MCCOY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN E FOSS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KELLY BUIST | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LINDA HOUSTON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL A KELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM LYTLE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GYTHA VON ALDENBRUCK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN E TRANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BARBELLA | PRESIDENT & CEO Officer | 40 | $225,453 | $20,890 |
| JOHN DOODY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KENNETH A NORMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ELLYN STEVENSON | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| THEORA G WEBB | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NANCY CROWDER-MCCOY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN E FOSS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KELLY BUIST | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LINDA HOUSTON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL A KELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM LYTLE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GYTHA VON ALDENBRUCK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN E TRANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BARBELLA | PRESIDENT & CEO Officer | 40 | $200,000 | $20,505 |
| JOHN DOODY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KENNETH A NORMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ELLYN STEVENSON | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| THEORA G WEBB | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NANCY CROWDER-MCCOY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BRIAN E FOSS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KATE FREIHOFER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LINDA HOUSTON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL A KELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| TOM LYTLE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GYTHA VON ALDENBRUCK | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOHN E TRANTER | DIRECTOR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 851 SE MONTEREY COMMONS BLVD, STUART, FL 34996-3337
- In care of
- % ELIZABETH BARBELLA
- Principal officer (990 for 2024)
- ELLYN STEVENSON, 851 SE MONTEREY COMMONS BLVD, STUART, FL 34994
- Signed the 990
- ELLYN STEVENSON, CHAIR
- Phone
- (772) 288-3795
- Return prepared by
- REHMANN ROBSON LLC
Mission
THE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE.
Program accomplishments
- SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE.Expenses $7,848,544 · grants $6,297,341
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0024030
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $63,593,879
- Income (IRS master file)
- $10,517,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,517,016 | $8,560,815 | $63,593,879 | XML |
| 990 | June 2024 | $20,915,805 | $6,599,534 | $58,468,562 | XML |
| 990 | June 2023 | $15,025,738 | $4,016,379 | $40,405,386 | XML |
| 990 | June 2022 | $7,794,178 | $5,803,941 | $27,568,977 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0024030).
Questions about COMMUNITY FOUNDATION MARTIN ST LUCIE INC
- What is the EIN of COMMUNITY FOUNDATION MARTIN ST LUCIE INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION MARTIN ST LUCIE INC is 65-0024030.
- Is COMMUNITY FOUNDATION MARTIN ST LUCIE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to COMMUNITY FOUNDATION MARTIN ST LUCIE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION MARTIN ST LUCIE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION MARTIN ST LUCIE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION MARTIN ST LUCIE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION MARTIN ST LUCIE INC?
- The 990 for the year ended June 30, 2025 names ELLYN STEVENSON.
- Who are the officers and directors of COMMUNITY FOUNDATION MARTIN ST LUCIE INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $243,072 (ELIZABETH BARBELLA, PRESIDENT & CEO).
- How much revenue does COMMUNITY FOUNDATION MARTIN ST LUCIE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,517,016, expenses of $8,560,815 and total assets of $63,593,879 at year end.
Other nonprofits in STUART
- HOSPICE OF MARTIN & ST LUCIE INC EIN 59-2171740 · last filed 990 for 2025
- HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC EIN 20-1683870 · last filed 990 for 2025
- ADVOCATES FOR THE RIGHTS OF THE CHALLENGED OF THE TREASURED COAST EIN 59-6153484 · last filed 990 for 2025
- JESUS HOUSE OF HOPE INC EIN 59-2422998 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF THE TREASURE COAST FLORIDA INC EIN 59-1911653 · last filed 990 for 2025
- SAFESPACE INC EIN 59-1983994 · last filed 990 for 2025
- ELEV8HOPE EIN 90-0806545 · last filed 990 for 2025
- FAMILY PROMISE OF MARTIN COUNTY EIN 82-3848930 · last filed 990 for 2025