Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2013 • EIN 11-2590105

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 05, 2014

Organization Profile
12 Schoolhouse LaneGreat Neck, NY 11020

(516) 482-3454

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

31st percentile

-4.0%

Faster revenue growth than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,400,979

Down $19,365 (-1.4%) from 2012

Net Assets

$1,400,979

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin14th percentile

Revenue

Down

$67,520

Down $2,816 (-4.0%) from 2012

Expenses

Down

$86,885

Down $340 (-0.4%) from 2012

Net Income

Down

-$19,365

Down $2,476 (-15%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,371,138Liabilities 2010: $0Net Assets 2010: $1,371,1382010Assets 2011: $1,437,233Liabilities 2011: $0Net Assets 2011: $1,437,2332011Assets 2012: $1,420,344Liabilities 2012: $02012Assets 2013: $1,400,979Liabilities 2013: $0Net Assets 2013: $1,400,9792013Assets 2014: $1,392,456Liabilities 2014: $0Net Assets 2014: $1,392,4562014Assets 2015: $1,408,962Liabilities 2015: $0Net Assets 2015: $1,408,9622015Assets 2016: $1,369,814Liabilities 2016: $0Net Assets 2016: $1,369,8142016Assets 2017: $1,367,420Liabilities 2017: $0Net Assets 2017: $1,367,4202017Assets 2018: $1,400,834Liabilities 2018: $0Net Assets 2018: $1,400,8342018Assets 2019: $1,382,083Liabilities 2019: $0Net Assets 2019: $1,382,0832019Assets 2020: $1,390,637Liabilities 2020: $0Net Assets 2020: $1,390,6372020Assets 2021: $1,535,916Liabilities 2021: $0Net Assets 2021: $1,535,9162021Assets 2022: $1,536,892Liabilities 2022: $0Net Assets 2022: $1,536,8922022Assets 2023: $1,525,375Liabilities 2023: $0Net Assets 2023: $1,525,3752023Assets 2024: $1,652,712Liabilities 2024: $0Net Assets 2024: $1,652,7122024

Highlighted filing

2013

Assets$1,400,979
Liabilities$0
Net Assets$1,400,979
Open 2013 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $80,4012010Expenses 2011: $77,2312011Revenue 2012: $70,336Expenses 2012: $87,225Net Income 2012: -$16,8892012Revenue 2013: $67,520Expenses 2013: $86,885Net Income 2013: -$19,3652013Revenue 2014: $82,151Expenses 2014: $90,674Net Income 2014: -$8,5232014Revenue 2015: $95,197Expenses 2015: $78,691Net Income 2015: $16,5062015Revenue 2016: $35,757Expenses 2016: $74,905Net Income 2016: -$39,1482016Revenue 2017: $86,445Expenses 2017: $88,839Net Income 2017: -$2,3942017Revenue 2018: $117,047Expenses 2018: $83,633Net Income 2018: $33,4142018Revenue 2019: $69,663Expenses 2019: $88,414Net Income 2019: -$18,7512019Revenue 2020: $83,308Expenses 2020: $74,754Net Income 2020: $8,5542020Revenue 2021: $224,067Expenses 2021: $78,788Net Income 2021: $145,2792021Revenue 2022: $93,072Expenses 2022: $92,096Net Income 2022: $9762022Revenue 2023: $75,553Expenses 2023: $87,070Net Income 2023: -$11,5172023Revenue 2024: $239,599Expenses 2024: $112,262Net Income 2024: $127,3372024

Highlighted filing

2013

Revenue$67,520
Expenses$86,885
Net Income-$19,365
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 5, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL S STERLINGTrustee-$0--
HELENE STERLINGTrustee-$0--
ROBERT STERLINGTrustee-$0--
Filing and Contact Details

Filer

EIN
11-2590105
Phone
5164823454

Signing Officer

Name
Daniel Sterling
Title
Trustee
Phone
5164823454
Signed
2014-06-05

Preparer

Preparer
Howard Segal CPA
Phone
5163780495
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01327519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01315990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01196431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01310216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt077618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.283926
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt077618
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt077618
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt077618
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL STERLING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1012 SCHOOLHOUSE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LAKE SUCCESS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode011020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05164871700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NORMAL SOLICIATION MATERIALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DANIEL S STERLING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05164823454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1012 SCHOOLHOUSE LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0LAKE SUCCESS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode011020
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS ON LEGALLY CONSTITUTED CHARITIES. AMOUNTS ARE LIMITED BECAUSE THIS IS A SMALL FOUNDATION AND IT PROVIDES SMALL AMOUNTS TO OVER 150 CHARITIES, MOST RECEIVING BETWEEN 25 - 100. OTHER CHARITIES, THAT THEMSELVES DISTRIBUTE THEIR INCOME TO STILL OTHER CHARITIES, RECEIVE LARGER AMOUNTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PREFER MATERIAL BY 11/15 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt077618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1012 SCHOOL HOUSE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LAKE SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode011020
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077618
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072242
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03883
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03883
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021552
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077618
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05376
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054378
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049002
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FEDERAL EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15756
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31200
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL STERLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05164823454
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STERLING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0112590105
ReturnHeader/Filer/PhoneNum05164823454
ReturnHeader/Filer/USAddress/AddressLine1012 SCHOOLHOUSE LANE
ReturnHeader/Filer/USAddress/City0LAKE SUCCESS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOWARD J SEGAL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102065 HOLLAND WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MERRICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0115665419
ReturnHeader/PreparerPersonGrp/PhoneNum05163780495
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD SEGAL CPA
ReturnHeader/ReturnTs02014-06-11T14:01:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,400,979
Liabilities
$0
Net assets
$1,400,979
Revenue
$67,520
Expenses
$86,885
Net income
-$19,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.24$0.11$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.22$0.08$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.07$0.09$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08