Civic Intelligence

The Robert L & Ellen D Stern Foundation

EIN 13-6084393 • Port Washington, NY

9 Richards RdPort Washington, NY 11050
Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2012

Asset Growth

47th percentile

1.0%

Faster asset growth than 47% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,149,649

Up $189,185 (+20%) from 2023

Liabilities

Up

$28,180

Up $28,180 from 2023

Net Assets

Up

$1,121,469

Up $161,005 (+17%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin43rd percentile

Revenue

Down

$46,491

Down $4,016 (-8.0%) from 2023

Expenses

Up

$59,532

Up $9,327 (+19%) from 2023

Net Income

Down

-$13,041

Down $13,343 (-4418%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $463,598Liabilities 2011: $0Net Assets 2011: $463,5982011Assets 2012: $825,046Liabilities 2012: $0Net Assets 2012: $825,0462012Assets 2013: $840,797Liabilities 2013: $2,100Net Assets 2013: $838,6972013Assets 2014: $894,972Liabilities 2014: $0Net Assets 2014: $894,9722014Assets 2015: $884,825Liabilities 2015: $0Net Assets 2015: $884,8252015Assets 2016: $947,786Liabilities 2016: $0Net Assets 2016: $947,7862016Assets 2017: $1,002,951Liabilities 2017: $0Net Assets 2017: $1,002,9512017Assets 2018: $799,174Liabilities 2018: $02018Assets 2019: $898,280Liabilities 2019: $02019Assets 2020: $905,278Liabilities 2020: $0Net Assets 2020: $905,2782020Assets 2021: $1,033,927Liabilities 2021: $0Net Assets 2021: $1,033,9272021Assets 2022: $951,001Liabilities 2022: $0Net Assets 2022: $951,0012022Assets 2023: $960,464Liabilities 2023: $0Net Assets 2023: $960,4642023Assets 2024: $1,149,649Liabilities 2024: $28,180Net Assets 2024: $1,121,4692024

Highlighted filing

2024

Assets$1,149,649
Liabilities$28,180
Net Assets$1,121,469
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KExpenses 2011: $39,0952011Expenses 2012: $42,7912012Revenue 2013: $40,562Expenses 2013: $44,559Net Income 2013: -$3,9972013Revenue 2014: $69,998Expenses 2014: $2,230Net Income 2014: $67,7682014Revenue 2015: $42,900Expenses 2015: $47,519Net Income 2015: -$4,6192015Revenue 2016: $44,736Expenses 2016: $48,900Net Income 2016: -$4,1642016Revenue 2017: $37,328Expenses 2017: $52,564Net Income 2017: -$15,2362017Revenue 2018: $37,237Expenses 2018: $50,024Net Income 2018: -$12,7872018Revenue 2019: $47,784Expenses 2019: $47,784Net Income 2019: $02019Revenue 2020: $38,338Expenses 2020: $47,265Net Income 2020: -$8,9272020Revenue 2021: $42,539Expenses 2021: $51,105Net Income 2021: -$8,5662021Revenue 2022: $40,873Expenses 2022: $52,430Net Income 2022: -$11,5572022Revenue 2023: $50,507Expenses 2023: $50,205Net Income 2023: $3022023Revenue 2024: $46,491Expenses 2024: $59,532Net Income 2024: -$13,0412024

Highlighted filing

2024

Revenue$46,491
Expenses$59,532
Net Income-$13,041
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,149,649
Liabilities
$28,180
Net assets
$1,121,469
Revenue
$46,491
Expenses
$59,532
Net income
-$13,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$0.90$0.00$0.05$0.05$0.00
2018Summary only. Only limited summary data is available for this year.$0.80$0.00$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.00$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L STERN JRManager-$0--
Filing and Contact Details

Filer

Filer Name
The Robert L & Ellen D Stern Foundation
EIN
13-6084393
In Care Of
% ROBERT L STERN JR
Phone
5167676436
Address
9 RICHARDS RD, PORT WASHINGTON, NY 11050

Signing Officer

Name
Robert L Stern Jr
Title
Manager
Phone
5167676436
Signed
2025-04-15
Discuss with paid preparer
No

Preparer

Firm
Joseph Dibenedetto
Address
98 LOUISE CT, Riverhead, NY 11901
Preparer
Joseph Dibenedetto
Phone
9145360249
Raw XML Appendix310 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/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 31 2023
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1959
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1959
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt15761
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
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OtherIncomeSchedule2/OtherIncomeDetail/Desc2NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SECTION 199A DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4SECTION 1250 ADJ
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt072
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt15761
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt24269
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt24269
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt32555
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4231
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0174046
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN ASSET VALUE - NET
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Outstanding Checks
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt028180
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0200
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0NY Filing Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L STERN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05167676436
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT L & ELLEN D STERN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0136084393
ReturnHeader/Filer/InCareOfNm0% ROBERT L STERN JR
ReturnHeader/Filer/PhoneNum05167676436
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH DIBENEDETTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt098 LOUISE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverhead
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011901
ReturnHeader/PreparerPersonGrp/PhoneNum09145360249
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH DIBENEDETTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-18T16:20:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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