Civic Intelligence

Robert L and Ellen D Stern Foundation Inc.

990PF • Fiscal year 2012 • EIN 13-6084393

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 21, 2013

720 Milton Road10580-3248
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

Asset Growth

95th percentile

78%

Faster asset growth than 95% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$825,046

Up $361,448 (+78%) from 2011

Net Assets

Up

$825,046

Up $361,448 (+78%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$42,791

Up $3,696 (+9.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2012

Assets$825,046
Liabilities$0
Net Assets$825,046

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$42,791
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 21, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L STERNPresident-$0--
ELLEN D STERNVice President-$0--
ROBERT L STERN JRSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CHARITABLE PURPOSES-RYE, NY, US$40,900
Filing and Contact Details

Filer

EIN
13-6084393
Raw XML Appendix258 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
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0825046
IRS990PF/BalanceSheets/UnrestrictedBOY0764983
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases064570
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0825046
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038388
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038388
IRS990PF/DistributableAmount/MinimumInvestmentReturn039154
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0766
IRS990PF/DistributableAmount/TotalTax0766
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0766
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0766
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0825046
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0795000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0795000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011925
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039154
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0783075
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0795000
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT L STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ELLEN D STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROBERT L STERN JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10720 MILTON ROAD APT L7
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PORT WASHINGTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct041231
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052163
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.050495
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052737
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053267
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051641
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052674
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0783075
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10712938
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50808576
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0383
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5042591
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.260815
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions040900
IRS990PF/QualifyingDistributions/ExpensesAndContributions040900
IRS990PF/QualifyingDistributions/QualifyingDistributions040900
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT STERN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09149215401
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10720 MILTON RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RYE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010580
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0IN WRITING STATING AMOUNT DESIRED AND INTENDED USE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientEmailAddress0BOBSTERN10580AOL.COM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT STERN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09149215401
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10720 MILTON ROAD
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode010580
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount040900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010580
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040900
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear038388
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038388
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101051
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202362
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303797
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401892
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503568
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503568
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear011614
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02512
IRS990PF/UndistributedIncome/ExcessFromYear101051
IRS990PF/UndistributedIncome/ExcessFromYear202362
IRS990PF/UndistributedIncome/ExcessFromYear303797
IRS990PF/UndistributedIncome/ExcessFromYear401892
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYear302006
IRS990PF/UndistributedIncome/QualifyingDistributions040900
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02512
IRS990PF/UndistributedIncome/TotalCorpus015182
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover012670
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome041
OtherExpensesSchedule/OtherExpenses/Description0ADVERTISING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks041
OtherIncreasesSchedule/OtherIncreases/Amount064570
OtherIncreasesSchedule/OtherIncreases/Description0INCREASE IN MARKET VALUE OF INVESTM
TaxesSchedule/Taxes/AdjustedNetIncome0100
TaxesSchedule/Taxes/Amount0100
TaxesSchedule/Taxes/Category0NY STATE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0136084393
ReturnHeader/Filer/Name/BusinessNameLine10THE ROBERT L & ELLEN D STERN FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/USAddress/AddressLine10720 MILTON ROAD
ReturnHeader/Filer/USAddress/City0RYE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0105803248
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-03-21
ReturnHeader/Officer/Name0ROBERT L STERN
ReturnHeader/Officer/Phone09149215401
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-10
ReturnHeader/PreparerFirm/EIN0263920161
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Joseph DiBenedetto CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1023 Gainsborough Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Scarsdale
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010583
ReturnHeader/Preparer/Name0Joseph DiBenedetto
ReturnHeader/Preparer/Phone09145745955
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-10T14:42:55-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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