Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2018 • EIN 11-2590105

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 10, 2019

Organization Profile
40 Cutermill RoadGreat Neck, NY 11021

(516) 482-3454

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,400,834

Up $33,414 (+2.4%) from 2017

Net Assets

Up

$1,400,834

Up $33,414 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin81st percentile

Revenue

Up

$117,047

Up $30,602 (+35%) from 2017

Expenses

Down

$83,633

Down $5,206 (-5.9%) from 2017

Net Income

Up

$33,414

Up $35,808 (+1496%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$1,400,834
Liabilities$0
Net Assets$1,400,834
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$117,047
Expenses$83,633
Net Income$33,414
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
The Sterling Foundation
EIN
11-2590105
Phone
5164823454
Address
40 CUTERMILL ROAD, GREAT NECK, NY 11021

Signing Officer

Name
Robert Sterling
Title
Trustee
Phone
5164823454
Signed
2019-11-10

Preparer

Firm
Howard J Segal CPA Pc
Address
2065 HOLLAND WAY, MERRICK, NY 11566-5419
Preparer
Howard Segal CPA
Phone
5163780495
Raw XML Appendix319 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/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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/IndividualWithBooksNm0ROBERT STERLING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt040 CUTTERMILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREAT NECK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05164671423
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/RecipientPersonNm0ROBERT STERLING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05164871700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt040 CUTTERMILL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GREAT NECK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011021
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/Amt073085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 CUTTERMILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT NECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011021
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt073085
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/AppliedToCurrentYearAmt071952
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011200
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06877
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073085
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01133
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015443
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STERLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05164823454
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STERLING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0112590105
ReturnHeader/Filer/PhoneNum05164823454
ReturnHeader/Filer/USAddress/AddressLine1Txt040 CUTERMILL ROAD
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03FBAE520E2B0244BE41F6D6106E4128C21B22DB1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E33DA1D9F343E9C2F598A96AF1418452F4B9B3B2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.27.61.131
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:08:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261486831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD J SEGAL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02065 HOLLAND WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERRICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0115665419
ReturnHeader/PreparerPersonGrp/PhoneNum05163780495
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD SEGAL CPA
ReturnHeader/ReturnTs02019-11-13T10:08:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,400,834
Liabilities
$0
Net assets
$1,400,834
Revenue
$117,047
Expenses
$83,633
Net income
$33,414
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