Civic Intelligence

The Stern Family Foundation

990PF • Fiscal year 2023 • EIN 13-3956806

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

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

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Net Margin

14th percentile

-158%

Higher net margin than 14% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Asset Growth

17th percentile

-5.3%

Faster asset growth than 17% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-26%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$11,189,368

Down $626,367 (-5.3%) from 2022

Net Assets

Down

$11,153,971

Down $643,470 (-5.5%) from 2022

Liabilities

Up

$35,397

Up $17,103 (+93%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin14th percentile

Revenue

Down

$406,479

Down $144,619 (-26%) from 2022

Expenses

Up

$1,049,949

Up $188,316 (+22%) from 2022

Net Income

Down

-$643,470

Down $332,935 (-107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$11,189,368
Liabilities$35,397
Net Assets$11,153,971
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

2023

Revenue$406,479
Expenses$1,049,949
Net Income-$643,470
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay66th 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
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Brand Sonnenschine LLP
Address
1641 East 16th Street FL 4, Brooklyn, NY 11229
Phone
2122190220
Raw XML Appendix303 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1205794
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST COVERED - PNC
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0655164
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0655164
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0655164
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0656170
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01006
IRS990PF/DistributableAmountGrp/TotalTaxAmt01006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012166
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013323244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01876693
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07845551
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0199849
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03601000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0656170
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IRS990PF/NameChangeInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01850 52ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15713 PARK HEIGHTS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28400 PARK HEIGHTS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PIKESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0705000
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/AppliedToCurrentYearAmt021926
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0683824
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0655164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0705750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0633238
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0683824
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013559
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1LOAN PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04297
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1289000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1289000
TaxesSchedule/TaxesDetail/Amt01272
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/Amt210000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0750
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01272
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SUSSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02012169500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brand Sonnenschine LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01641 East 16th Street FL 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011229
ReturnHeader/PreparerPersonGrp/PhoneNum02122190220
ReturnHeader/ReturnTs02024-05-13T20:36:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUSSMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,189,368
Liabilities
$35,397
Net assets
$11,153,971
Revenue
$406,479
Expenses
$1,049,949
Net income
-$643,470
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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