Civic Intelligence

Stony Wold Herbert Fund Inc

EIN 13-2784124 • New York, NY

750 Lexington Avenue 9th FLNew York, NY 10022
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$68,668

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.3%

Faster asset growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,863,644

Down $328,485 (-6.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$4,863,644

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Down

$228,399

Down $189,573 (-45%) from 2023

Expenses

Down

$580,491

Down $48,350 (-7.7%) from 2023

Net Income

Down

-$352,092

Down $141,223 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,913,099Liabilities 2010: $1,600Net Assets 2010: $5,911,4992010Assets 2011: $5,860,005Liabilities 2011: $1,600Net Assets 2011: $5,858,4052011Assets 2012: $6,220,071Liabilities 2012: $0Net Assets 2012: $6,220,0712012Assets 2013: $6,569,298Liabilities 2013: $0Net Assets 2013: $6,569,2982013Assets 2014: $7,095,001Liabilities 2014: $12014Assets 2015: $6,564,898Liabilities 2015: $2,100Net Assets 2015: $6,562,7982015Assets 2016: $6,699,769Liabilities 2016: $2,100Net Assets 2016: $6,697,6692016Assets 2017: $7,206,844Liabilities 2017: $1,300Net Assets 2017: $7,205,5442017Assets 2018: $6,280,331Liabilities 2018: $1,300Net Assets 2018: $6,279,0312018Assets 2019: $7,088,308Liabilities 2019: $1Net Assets 2019: $7,088,3082019Assets 2020: $7,336,167Liabilities 2020: $1Net Assets 2020: $7,336,1672020Assets 2021: $7,229,375Liabilities 2021: $12021Assets 2022: $5,128,989Liabilities 2022: $0Net Assets 2022: $5,128,9892022Assets 2023: $5,192,129Liabilities 2023: $12023Assets 2024: $4,863,644Liabilities 2024: $0Net Assets 2024: $4,863,6442024

Highlighted filing

2024

Assets$4,863,644
Liabilities$0
Net Assets$4,863,644
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $405,7502010Expenses 2011: $385,6472011Expenses 2012: $451,2862012Revenue 2013: $274,390Expenses 2013: $458,899Net Income 2013: -$184,5092013Revenue 2014: $435,243Expenses 2014: $452,599Net Income 2014: -$17,3562014Revenue 2015: $417,944Expenses 2015: $517,077Net Income 2015: -$99,1332015Revenue 2016: $470,025Expenses 2016: $512,874Net Income 2016: -$42,8492016Revenue 2017: $550,520Expenses 2017: $547,894Net Income 2017: $2,6262017Revenue 2018: $842,823Expenses 2018: $580,415Net Income 2018: $262,4082018Revenue 2019: $580,622Expenses 2019: $620,834Net Income 2019: -$40,2122019Revenue 2020: $714,661Expenses 2020: $676,292Net Income 2020: $38,3692020Revenue 2021: $658,573Expenses 2021: $586,197Net Income 2021: $72,3762021Revenue 2022: $410,777Expenses 2022: $639,502Net Income 2022: -$228,7252022Revenue 2023: $417,972Expenses 2023: $628,841Net Income 2023: -$210,8692023Revenue 2024: $228,399Expenses 2024: $580,491Net Income 2024: -$352,0922024

Highlighted filing

2024

Revenue$228,399
Expenses$580,491
Net Income-$352,092
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,863,644
Liabilities
$0
Net assets
$4,863,644
Revenue
$228,399
Expenses
$580,491
Net income
-$352,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.23$0.58$0.35
2023Detailed filing. Detailed filing data is available for this year.$5.19$0.00$0.42$0.63$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.41$0.64$0.23
2021Detailed filing. Detailed filing data is available for this year.$7.23$0.00$0.66$0.59$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.00$7.34$0.71$0.68$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$0.58$0.62$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.84$0.58$0.26
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.21$0.00$7.21$0.55$0.55$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.00$6.70$0.47$0.51$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.42$0.52$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.10$0.00$0.44$0.45$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.27$0.46$0.18
2012Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.45
2011Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MRS CHERYL S FRIEDMANExecutive DirectorPT$68,668-$68,668
MRS NANCY L ROTHEAssociate DirectorPT$23,049-$23,049
MR H KENT ATKINSTreasurer-$0--
MRS GEORGE C AUDREY MOOREBoard Member-$0--
NICHOLAS C MOORE ESQPresident-$0--
DR NEIL SCHLUGERBoard Member-$0--
LAWRENCE L SCHARER MDVice-President-$0--
CHRISTINA WHITMANSecretary-$0--
DR JOHN GRAHAM HAYBoard Member-$0--
DR EDWARD EDENBoard Member-$0--
DR ROBERT KANERBoard Member-$0--
MR FRANK SALERNOBoard Member-$0--
DR EMILY DIMANGOBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Stony Wold Herbert Fund Inc
EIN
13-2784124
Phone
2127536565
Address
750 LEXINGTON AVENUE 9TH FL, NEW YORK, NY 10022

Signing Officer

Name
Nicholas C Moore
Title
President
Phone
2127536565
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sacks Press & Lacher Pc
Address
600 THIRD AVENUE, NEW YORK, NY 10016-1901
Preparer
Gary D Lacher
Phone
2126826640
Raw XML AppendixShowing 400 of 607 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD FTSE ALL WORLD EX-US ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD LONG-TERM INVEST-GR ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD REAL ESTATE INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD 500 INDEX FUND ADM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2290390
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MR H KENT ATKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MRS GEORGE C AUDREY MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NICHOLAS C MOORE ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DR NEIL SCHLUGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LAWRENCE L SCHARER MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MRS CHERYL S FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MRS NANCY L ROTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7CHRISTINA WHITMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8DR JOHN GRAHAM HAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9DR EDWARD EDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10DR ROBERT KANER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11MR FRANK SALERNO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12DR EMILY DIMANGO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ASSOCIATE DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 LEXINGTON AVENUE 8TH FL SUITE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARD QUESTIONNAIRE FORMS. SUPPLEMENTARY MATERIALS SHOULD INCLUDE NATURE AND PURPOSE OF RESEARCH AND VARIOUS REFERENCES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHERYL FRIEDMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02127536565
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GREATER NEW YORK AREA. RESEARCH AND FELLOWSHIP IN PULMONARY AND RESPIRATORY FIELDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 15TH FOR FUNDING TO COMMENCE THE FOLLOWING JULY.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SERVICE GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15RESEARCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SUPPORT SUTUDENT WITH LUNG DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RICHMOND UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EGER HEALTH CARE AND REHABILITATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MONTEFIORE MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MOUNT SINAI HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NYU SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NYU SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WEILL MEDICAL COLLEGE OF CORNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WEILL MEDICAL COLLEGE OF CORNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ALBERT EINSTEIN SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11RUTGERS UNIVERSITY
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