Civic Intelligence

The Stern Family Foundation

990PF • Fiscal year 2021 • EIN 13-3956806

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
175 Belgrove DriveKearny, NJ 07032

(201) 216-9500

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Net Margin

11th percentile

-88%

Higher net margin than 11% of similar nonprofits.

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-1.9%

Faster asset growth than 15% of similar nonprofits.

2021 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$12,107,976

Down $237,084 (-1.9%) from 2020

Net Assets

Down

$12,107,976

Down $245,071 (-2.0%) from 2020

Liabilities

Up

$0

Up $7,987 (+100%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin11th percentile

Revenue

Up

$278,717

Up $338,259 (+568%) from 2020

Expenses

Up

$523,788

Up $13,805 (+2.7%) from 2020

Net Income

Up

-$245,071

Up $324,454 (+57%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $7,622,018Liabilities 2010: $02010Assets 2011: $8,434,946Liabilities 2011: $8,7502011Assets 2012: $9,304,816Liabilities 2012: -$2,737Net Assets 2012: $9,307,5532012Assets 2013: $10,214,375Liabilities 2013: -$7,987Net Assets 2013: $10,222,3622013Assets 2014: $11,115,726Liabilities 2014: -$7,987Net Assets 2014: $11,123,7132014Assets 2015: $11,963,376Liabilities 2015: -$7,987Net Assets 2015: $11,971,3632015Assets 2016: $12,772,229Liabilities 2016: -$7,987Net Assets 2016: $12,780,2162016Assets 2017: $13,162,899Liabilities 2017: -$7,987Net Assets 2017: $13,170,8862017Assets 2018: $12,685,297Liabilities 2018: -$7,987Net Assets 2018: $12,693,2842018Assets 2019: $12,914,585Liabilities 2019: -$7,987Net Assets 2019: $12,922,5722019Assets 2020: $12,345,060Liabilities 2020: -$7,987Net Assets 2020: $12,353,0472020Assets 2021: $12,107,976Liabilities 2021: $0Net Assets 2021: $12,107,9762021Assets 2022: $11,815,735Liabilities 2022: $18,294Net Assets 2022: $11,797,4412022Assets 2023: $11,189,368Liabilities 2023: $35,397Net Assets 2023: $11,153,9712023Assets 2024: $11,357,223Liabilities 2024: $11,337Net Assets 2024: $11,345,8862024

Highlighted filing

2021

Assets$12,107,976
Liabilities$0
Net Assets$12,107,976
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $1,052,444Expenses 2010: $54,683Net Income 2010: $997,7612010Revenue 2011: $1,304,593Expenses 2011: $500,415Net Income 2011: $804,1782011Expenses 2012: $323,0032012Revenue 2013: $1,404,529Expenses 2013: $489,720Net Income 2013: $914,8092013Revenue 2014: $1,492,788Expenses 2014: $591,437Net Income 2014: $901,3512014Revenue 2015: $1,562,098Expenses 2015: $714,448Net Income 2015: $847,6502015Revenue 2016: $1,518,957Expenses 2016: $710,104Net Income 2016: $808,8532016Revenue 2017: $438,538Expenses 2017: $47,868Net Income 2017: $390,6702017Revenue 2018: $641,168Expenses 2018: $1,118,770Net Income 2018: -$477,6022018Revenue 2019: $689,444Expenses 2019: $460,156Net Income 2019: $229,2882019Revenue 2020: -$59,542Expenses 2020: $509,983Net Income 2020: -$569,5252020Revenue 2021: $278,717Expenses 2021: $523,788Net Income 2021: -$245,0712021Revenue 2022: $551,098Expenses 2022: $861,633Net Income 2022: -$310,5352022Revenue 2023: $406,479Expenses 2023: $1,049,949Net Income 2023: -$643,4702023Revenue 2024: $874,503Expenses 2024: $682,588Net Income 2024: $191,9152024

Highlighted filing

2021

Revenue$278,717
Expenses$523,788
Net Income-$245,071
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SUSSMANTrustee-$0--
MARTIN ORNSTEINTreas/Secty-$0--
Filing and Contact Details

Filer

Filer Name
The Simcha Foundation
EIN
13-3956806
In Care Of
% DAVID SUSSMAN TRUSTEE
Phone
2012169500
Address
175 BELGROVE DRIVE, KEARNY, NJ 07032

Signing Officer

Name
David Sussman
Title
Trustee
Phone
2012169500
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Brand Sonnenschine LLP
Address
70 East Sunrise Highway Suite 604, Valley Stream, NY 11581
Preparer
Samuel Sturm
Phone
2122190220
Raw XML Appendix304 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/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0JEWISH INSTITUTION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1JEWISH INSTITUTION GRANTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEZY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt154 SKILLMAN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111205
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0480000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01968
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0478032
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0520636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0480000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0518668
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0478032
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0-11487
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHANGES IN UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036565
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036565
TaxesSchedule/TaxesDetail/Amt01973
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01973
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SUSSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02012169500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIMCHA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/K/A THE STERN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMC
ReturnHeader/Filer/EIN0133956806
ReturnHeader/Filer/InCareOfNm0% DAVID SUSSMAN TRUSTEE
ReturnHeader/Filer/PhoneNum02012169500
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 BELGROVE DRIVE
ReturnHeader/Filer/USAddress/CityNm0KEARNY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brand Sonnenschine LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 East Sunrise Highway Suite 604
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valley Stream
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011581
ReturnHeader/PreparerPersonGrp/PhoneNum02122190220
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel Sturm
ReturnHeader/ReturnTs02022-11-15T13:00:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUSSMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,107,976
Liabilities
$0
Net assets
$12,107,976
Revenue
$278,717
Expenses
$523,788
Net income
-$245,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.3$0.87$0.68$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.04$11.2$0.41$1.05$0.64
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.02$11.8$0.55$0.86$0.31
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.28$0.52$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.01$12.4$0.06$0.51$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.01$12.9$0.69$0.46$0.23
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$0.64$1.12$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.01$13.2$0.44$0.05$0.39
2016Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.8$1.52$0.71$0.81
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.01$12.0$1.56$0.71$0.85
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$1.49$0.59$0.90
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$1.40$0.49$0.91
2012Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.31$0.32
2011Summary only. Only limited summary data is available for this year.$8.43$0.01$1.30$0.50$0.80
2010Summary only. Only limited summary data is available for this year.$7.62$0.00$1.05$0.05$1.00