Civic Intelligence

M Stoklos Educational Foundation C/O Jean-Pierre Delbecq

990PF • Fiscal year 2024 • EIN 13-4010071

May 01, 2023 to Apr 30, 2024 • Filed on Mar 06, 2025

PO Box 533Red Bank, NJ 07701

(917) 891-1398

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

74%

Higher net margin than 85% of similar nonprofits.

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2024 filings • NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

35%

Faster asset growth than 86% of similar nonprofits.

2024 filings • NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Up

$431,678

Up $111,653 (+35%) from 2023

Net Assets

Up

$431,678

Up $111,653 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$151,600

Up $159,543 (+2009%) from 2023

Expenses

Down

$39,947

Down $6,634 (-14%) from 2023

Net Income

Up

$111,653

Up $166,177 (+305%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $220,738Liabilities 2012: $02012Assets 2013: $186,211Liabilities 2013: $02013Assets 2014: $199,065Liabilities 2014: $02014Assets 2015: $194,913Liabilities 2015: $02015Assets 2016: $143,574Liabilities 2016: $02016Assets 2017: $151,281Liabilities 2017: $7,600Net Assets 2017: $143,6812017Assets 2018: $155,222Liabilities 2018: $8,500Net Assets 2018: $146,7222018Assets 2019: $150,439Liabilities 2019: $8,500Net Assets 2019: $141,9392019Assets 2020: $157,642Liabilities 2020: $9,000Net Assets 2020: $148,6422020Assets 2021: $187,720Liabilities 2021: $0Net Assets 2021: $187,7202021Assets 2022: $374,549Liabilities 2022: $0Net Assets 2022: $374,5492022Assets 2023: $320,025Liabilities 2023: $0Net Assets 2023: $320,0252023Assets 2024: $431,678Liabilities 2024: $0Net Assets 2024: $431,6782024Assets 2025: $403,835Liabilities 2025: $0Net Assets 2025: $403,8352025

Highlighted filing

2024

Assets$431,678
Liabilities$0
Net Assets$431,678

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: -$12,605Expenses 2012: $12,302Net Income 2012: -$24,9072012Revenue 2013: -$22,170Expenses 2013: $12,360Net Income 2013: -$34,5302013Revenue 2014: $27,922Expenses 2014: $15,068Net Income 2014: $12,8542014Revenue 2015: $7,000Expenses 2015: $11,152Net Income 2015: -$4,1522015Revenue 2016: -$43,639Expenses 2016: $7,700Net Income 2016: -$51,3392016Revenue 2017: $9,001Expenses 2017: $8,894Net Income 2017: $1072017Revenue 2018: $13,028Expenses 2018: $9,987Net Income 2018: $3,0412018Revenue 2019: $5,188Expenses 2019: $9,971Net Income 2019: -$4,7832019Revenue 2020: $15,258Expenses 2020: $8,555Net Income 2020: $6,7032020Revenue 2021: $56,290Expenses 2021: $17,212Net Income 2021: $39,0782021Revenue 2022: $223,580Expenses 2022: $36,751Net Income 2022: $186,8292022Revenue 2023: -$7,943Expenses 2023: $46,581Net Income 2023: -$54,5242023Revenue 2024: $151,600Expenses 2024: $39,947Net Income 2024: $111,6532024Revenue 2025: $25,183Expenses 2025: $53,026Net Income 2025: -$27,8432025

Highlighted filing

2024

Revenue$151,600
Expenses$39,947
Net Income$111,653
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Mar 6, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL STOKLOSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
M Stoklos Educational Foundation
EIN
13-4010071
Phone
9178911398
Address
PO BOX 533, RED BANK, NJ 07701

Signing Officer

Name
Mary Stoklos
Title
Trustee
Phone
9178911398
Signed
2025-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Barash Friedman Friedberg & Adasko Cpas
Address
1430 BROADWAY, NEW YORK, NY 10018
Preparer
Jerry Persampieri
Phone
2126964600
Raw XML Appendix328 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/PropertyDesc2VANECK JUNIOR GOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ADVANCED MICRO DEVICE
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FURTHERANCE OF SUPPORT OF EDUCATIONAL INSTITUTIONS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O DELBECQ LLC PO BOX 533
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RED BANK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09178911398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE/EDUCATION PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ARIZONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01111 NORTH CERRY AVENUE PO BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0210909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUSCON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085721
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021884
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036642
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025357
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03116
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036789
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033673
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014947
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014947
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY STOKLOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09178911398
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M STOKLOS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEAN-PIERRE DELBECQ
ReturnHeader/Filer/BusinessNameControlTxt0MSTO
ReturnHeader/Filer/EIN0134010071
ReturnHeader/Filer/PhoneNum09178911398
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 533
ReturnHeader/Filer/USAddress/CityNm0RED BANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133573805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARASH FRIEDMAN FRIEDBERG & ADASKO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01430 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126964600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY PERSAMPIERI
ReturnHeader/ReturnTs02025-03-07T09:10:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.25$0.53$0.28
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.52$0.40$1.12
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.08$0.47$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$2.24$0.37$1.87
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.56$0.17$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.09$1.49$0.15$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.09$1.42$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.09$1.47$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.08$1.44$0.09$0.09$0.00
2016Summary only. Only limited summary data is available for this year.$1.44$0.00$0.44$0.08$0.51
2015Summary only. Only limited summary data is available for this year.$1.95$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$0.28$0.15$0.13
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$0.22$0.12$0.35
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.13$0.12$0.25