Civic Intelligence

Sternberg Charitable Trust

990PF • Fiscal year 2017 • EIN 13-7046097

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 13, 2018

Organization Profile
C/O Slk-1981 Marcus Ave-ste 227Lake Success, NY 11042

(516) 352-8900

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

17th percentile

-10%

Higher net margin than 17% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$11,888,240

Down $14,253 (-0.1%) from 2016

Net Assets

Down

$11,888,240

Down $14,253 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin17th percentile

Revenue

Down

$138,060

Down $2,918,846 (-95%) from 2016

Expenses

Down

$152,313

Down $1,227,655 (-89%) from 2016

Net Income

Down

-$14,253

Down $1,691,191 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,917,864Liabilities 2011: $02011Assets 2012: $7,137,772Liabilities 2012: $02012Assets 2013: $10,353,974Liabilities 2013: $02013Assets 2014: $10,041,610Liabilities 2014: $02014Assets 2015: $10,196,476Liabilities 2015: $0Net Assets 2015: $10,196,4762015Assets 2016: $11,902,493Liabilities 2016: $0Net Assets 2016: $11,902,4932016Assets 2017: $11,888,240Liabilities 2017: $0Net Assets 2017: $11,888,2402017Assets 2018: $12,018,917Liabilities 2018: $0Net Assets 2018: $12,018,9172018Assets 2019: $17,626,196Liabilities 2019: $0Net Assets 2019: $17,626,1962019Assets 2020: $19,247,188Liabilities 2020: $0Net Assets 2020: $19,247,1882020Assets 2021: $19,768,283Liabilities 2021: $0Net Assets 2021: $19,768,2832021Assets 2022: $18,573,066Liabilities 2022: $0Net Assets 2022: $18,573,0662022Assets 2023: $17,625,430Liabilities 2023: $0Net Assets 2023: $17,625,4302023Assets 2024: $19,131,391Liabilities 2024: $0Net Assets 2024: $19,131,3912024

Highlighted filing

2017

Assets$11,888,240
Liabilities$0
Net Assets$11,888,240
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: -$158,037Expenses 2011: $308,743Net Income 2011: -$466,7802011Revenue 2012: $524,469Expenses 2012: $304,561Net Income 2012: $219,9082012Revenue 2013: $3,657,728Expenses 2013: $441,526Net Income 2013: $3,216,2022013Revenue 2014: $1,636Expenses 2014: $314,000Net Income 2014: -$312,3642014Revenue 2015: $620,390Expenses 2015: $465,524Net Income 2015: $154,8662015Revenue 2016: $3,056,906Expenses 2016: $1,379,968Net Income 2016: $1,676,9382016Revenue 2017: $138,060Expenses 2017: $152,313Net Income 2017: -$14,2532017Revenue 2018: $372,909Expenses 2018: $242,232Net Income 2018: $130,6772018Revenue 2019: $5,836,466Expenses 2019: $371,642Net Income 2019: $5,464,8242019Revenue 2020: $2,641,438Expenses 2020: $1,335,372Net Income 2020: $1,306,0662020Revenue 2021: $679,822Expenses 2021: $158,727Net Income 2021: $521,0952021Revenue 2022: -$135,212Expenses 2022: $1,060,005Net Income 2022: -$1,195,2172022Revenue 2023: $24,078Expenses 2023: $971,714Net Income 2023: -$947,6362023Revenue 2024: $2,303,060Expenses 2024: $797,099Net Income 2024: $1,505,9612024

Highlighted filing

2017

Revenue$138,060
Expenses$152,313
Net Income-$14,253
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART L STERNBERGTrustee-$0--
LISA STERNBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sternberg Charitable Trust
EIN
13-7046097
In Care Of
% SLK ADVISORY GROUP INC
Phone
5163528900
Address
C/O SLK-1981 MARCUS AVE-STE 227, LAKE SUCCESS, NY 11042

Signing Officer

Name
Stuart L Sternberg
Title
Trustee
Phone
5163528900
Signed
2018-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Slk Advisory Group Inc
Address
1981 MARCUS AVE-STE 227, LAKE SUCCESS, NY 11042
Preparer
Jeff Reynolds CPA
Phone
5163528901
Raw XML Appendix321 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SLK ADVISORY GROUP INC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03250
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATTACHMENT TO FORM 990PF IRC SEC.171(c)-BOND PREMIUM AMORTIZATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IRC SEC.171(c)-ELECT.AMORTIZE BD PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0INTERNAL REVENUE CODE 171(c)-ELECTION TO AMORTIZE BOND PREMIUM ================================================================= THE STERNBERG CHARITABLE TRUST HEREBY ELECTS UNDER SECTION 171(c) OF THE INTERNAL REVENUE CODE AND REG. SEC. 1.171-4(a) TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REG. 1.171-4(a).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O SLK ADVISORY GROUP INC
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01981 MARCUS AVE-SUITE 227
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKE SUCCESS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011042
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SLK ADVISORY GROUP INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum05163528900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STUART L STERNBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0145063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE PURPOSE OF THE CASH CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NAMES SEE ATTACHED SCHEDULE #1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RELATIONSHIP: NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADDRESSES OF CHARITABLE ORGANIZATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0C/O SLK ADVISORY GROUPINC-1981 MAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011042
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0145063
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/AppliedToCurrentYearAmt0149063
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0532699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0383636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0463198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0383636
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079562
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149063
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079562
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0463198
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART L STERNBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163528900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERNBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0137046097
ReturnHeader/Filer/InCareOfNm0% SLK ADVISORY GROUP INC
ReturnHeader/Filer/PhoneNum05163528900
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SLK-1981 MARCUS AVE-STE 227
ReturnHeader/Filer/USAddress/CityNm0LAKE SUCCESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011042
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05653FDAED7B92441ED5C9CFDDE61C219620EECE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05653FDAED7B92441ED5C9CFDDE61C219620EECE7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId012864720180585000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.68.136.117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SLK ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01981 MARCUS AVE-STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05163528901
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF REYNOLDS CPA
ReturnHeader/ReturnTs02018-02-27T05:51:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,888,240
Liabilities
$0
Net assets
$11,888,240
Revenue
$138,060
Expenses
$152,313
Net income
-$14,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.30$0.80$1.51
2023Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.02$0.97$0.95
2022Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.14$1.06$1.20
2021Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.68$0.16$0.52
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$2.64$1.34$1.31
2019Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$5.84$0.37$5.46
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.37$0.24$0.13
2017Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.14$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$3.06$1.38$1.68
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.62$0.47$0.15
2014Summary only. Only limited summary data is available for this year.$10.0$0.00$0.00$0.31$0.31
2013Summary only. Only limited summary data is available for this year.$10.4$0.00$3.66$0.44$3.22
2012Summary only. Only limited summary data is available for this year.$7.14$0.00$0.52$0.30$0.22
2011Summary only. Only limited summary data is available for this year.$6.92$0.00$0.16$0.31$0.47