Civic Intelligence

Stern Family Philanthropic Foundation

EIN 13-3949201 • Harrison, NY

38 Taylor LaneHarrison, NY 10528
Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

NTEE T • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

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

NTEE T • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-151%

Higher net margin than 7% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

NTEE T • $10M-$25M nonprofits • Source year 2024

Asset Growth

8th percentile

-7.7%

Faster asset growth than 8% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

32nd percentile

-7.2%

Faster revenue growth than 32% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

$15,129,569

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$15,129,569

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue67th percentileNet Margin7th percentile

Revenue

$743,702

No earlier filing loaded for comparison.

Expenses

$1,864,631

No earlier filing loaded for comparison.

Net Income

-$1,120,929

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,806,371Liabilities 2011: $02011Assets 2012: $13,855,574Liabilities 2012: $02012Assets 2013: $14,981,445Liabilities 2013: $12013Assets 2014: $16,484,675Liabilities 2014: $0Net Assets 2014: $16,484,6752014Assets 2015: $16,145,239Liabilities 2015: $0Net Assets 2015: $16,145,2392015Assets 2016: $15,995,828Liabilities 2016: $0Net Assets 2016: $15,995,8282016Assets 2017: $15,963,162Liabilities 2017: $0Net Assets 2017: $15,963,1622017Assets 2018: $16,478,379Liabilities 2018: $0Net Assets 2018: $16,478,3792018Assets 2019: $14,750,172Liabilities 2019: $0Net Assets 2019: $14,750,1722019Assets 2020: $15,089,234Liabilities 2020: $0Net Assets 2020: $15,089,2342020Assets 2021: $15,395,286Liabilities 2021: $0Net Assets 2021: $15,395,2862021Assets 2022: $17,765,761Liabilities 2022: $0Net Assets 2022: $17,765,7612022Assets 2024: $15,129,569Liabilities 2024: $0Net Assets 2024: $15,129,5692024

Highlighted filing

2024

Assets$15,129,569
Liabilities$0
Net Assets$15,129,569
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,723,059Expenses 2011: $825,696Net Income 2011: $897,3632011Revenue 2012: $473,231Expenses 2012: $424,028Net Income 2012: $49,2032012Revenue 2013: $3,040,384Expenses 2013: $1,344,715Net Income 2013: $1,695,6692013Revenue 2014: $2,299,877Expenses 2014: $796,647Net Income 2014: $1,503,2302014Revenue 2015: $1,324,629Expenses 2015: $953,071Net Income 2015: $371,5582015Revenue 2016: $1,016,460Expenses 2016: $860,349Net Income 2016: $156,1112016Revenue 2017: $969,465Expenses 2017: $693,124Net Income 2017: $276,3412017Revenue 2018: $1,304,556Expenses 2018: $964,189Net Income 2018: $340,3672018Revenue 2019: $1,009,525Expenses 2019: $1,153,685Net Income 2019: -$144,1602019Revenue 2020: $972,846Expenses 2020: $806,154Net Income 2020: $166,6922020Revenue 2021: $3,503,696Expenses 2021: $759,366Net Income 2021: $2,744,3302021Revenue 2022: $864,363Expenses 2022: $1,846,596Net Income 2022: -$982,2332022Revenue 2024: $743,702Expenses 2024: $1,864,631Net Income 2024: -$1,120,9292024

Highlighted filing

2024

Revenue$743,702
Expenses$1,864,631
Net Income-$1,120,929
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,129,569
Liabilities
$0
Net assets
$15,129,569
Revenue
$743,702
Expenses
$1,864,631
Net income
-$1,120,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.74$1.86$1.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.86$1.85$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$3.50$0.76$2.74
2020Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.97$0.81$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$1.01$1.15$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$1.30$0.96$0.34
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.97$0.69$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$1.02$0.86$0.16
2015Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.32$0.95$0.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$2.30$0.80$1.50
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$3.04$1.34$1.70
2012Summary only. Only limited summary data is available for this year.$13.9$0.00$0.47$0.42$0.05
2011Summary only. Only limited summary data is available for this year.$13.8$0.00$1.72$0.83$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Aug 5, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES STERNChmn/Director-$0--
JANE STERNPres/Director-$0--
PETER STERNTreas/Director-$0--
DAVID STERNSecy/Director-$0--
Filing and Contact Details

Filer

Filer Name
Stern Family Philanthropic Foundation
EIN
13-3949201
Phone
2127905700
Address
38 TAYLOR LANE, HARRISON, NY 10528

Signing Officer

Name
James Stern
Title
President
Phone
2127905700
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1065 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Adam Dauber
Phone
2127905700
Raw XML AppendixShowing 400 of 803 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
DistributionFromCorpusElection/ElectionDesc0STERN FAMILY PHILANTHROPIC FOUNDATIONEIN: 13-3949201ELECTION TO DISTRIBUTE CORPUSYEAR ENDED NOVEMBER 30, 2013PURSUANT TO CODE SECTION 4942(H)(2) AND REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT QUALIFYING DISTRIBUTIONS IN THE AMOUNT OF $1,235,709 FOR THE YEAR ENDED NOVEMBER 30, 2013 AS MADE OUT OF CORPUS. ____________________________________ FOUNDATION MANAGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06457258
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BROKERAGE ACCOUNTS
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0277679
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04460452
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0135530
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0627793
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0119690
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01759011
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01864631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0704702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0743702
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044658
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54655
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1972682
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1THRU NB#0486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2THRU NB#4585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3THRU NB#4585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4THRU MS#0892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5THRU UBS#00726
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHMN/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRES/DIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A GIVING HEART FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AGAHOZO-SHALOM YOUTH VILLAGE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN MUSEUM OF NATURAL HISTORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BATTERY CONSERVANCY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CONNECTICUT COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9EMELIN THEATRE FOR THE PERFORMING ARTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ETHICAL CULTURE FIELDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FRIENDS OF RYE NATURE CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LYMPHOMA RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MUSUEM OF AMERICAN REVOLUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NEW YORK PUBLIC RADIO (WNYC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PREP FOR PREP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16QUAKER RIDGE EMPLOYEE CHARITY FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SELF HELP COMMUNITY SERVICES FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22TUFTS UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37CHAMINADE COLLEGE PREPARATORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt441925 FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45TUNNEL TO TOWERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46VISIONS
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