Civic Intelligence

Sternberg Charitable Trust

990PF • Fiscal year 2019 • EIN 13-7046097

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 26, 2020

555 5th Ave Ne-unit 1043St Petersburg, FL 33701

(516) 352-8900

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1465%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$17,626,196

Up $5,607,279 (+47%) from 2018

Net Assets

Up

$17,626,196

Up $5,607,279 (+47%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$5,836,466

Up $5,463,557 (+1465%) from 2018

Expenses

Up

$371,642

Up $129,410 (+53%) from 2018

Net Income

Up

$5,464,824

Up $5,334,147 (+4082%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$17,626,196
Liabilities$0
Net Assets$17,626,196

Operations Trend

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

2019

Revenue$5,836,466
Expenses$371,642
Net Income$5,464,824
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 26, 2020
Return Version
2019v5.0
Compensation and Service Providers

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
555 5TH AVE NE-UNIT 1043, ST PETERSBURG, FL 33701

Signing Officer

Name
Stuart L Sternberg
Title
Trustee
Phone
5163528900
Signed
2020-02-26
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 Appendix370 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/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/Amt0335805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE PURPOSE OF THE CASH AND SECURITIES 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/TotalGrantOrContriPdDurYrAmt0335805
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/AppliedToCurrentYearAmt052794
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0287511
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0536789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0340305
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0483995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0287511
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STUART L STERNBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1STUART L STERNBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2STUART L STERNBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3STUART L STERNBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0555 5TH AVE NE-UNIT 1043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1555 5TH AVE NE-UNIT 1043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2555 5TH AVE NE-UNIT 1043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3555 5TH AVE NE-UNIT 1043
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST PETERSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ST PETERSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ST PETERSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3ST PETERSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd233701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd333701
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01071388
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt13911804
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2335913
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3343808
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01071388
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13911804
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2335913
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3343808
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc020,834 SHARES OF CARDINAL HEALTH INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc111,850 SHARES OF ADOBE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22,750 SHARES OF LIBERTY BROADBAND CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc32,528 SHARES OF TRAVELERS COMPANIES INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32019-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND PREMIUM AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127587
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECTION 988 GAIN OR LOSS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4524
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0142455
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS OF FAIR MARKET VALUE OVER COST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FOR THE CONTRIBUTION OF SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2TO A PUBLIC CHARITY
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART L STERNBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163528900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-26
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/AddressLine1Txt0555 5TH AVE NE-UNIT 1043
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033701
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/PreparationDt02020-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF REYNOLDS CPA
ReturnHeader/ReturnTs02020-03-27T06:50:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$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