Civic Intelligence

Sternberg Charitable Trust

990PF • Fiscal year 2022 • EIN 13-7046097

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 25, 2023

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

(212) 742-8900

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

100th percentile

884%

Higher net margin than 100% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.0%

Faster asset growth than 28% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,573,066

Down $1,195,217 (-6.0%) from 2021

Net Assets

Down

$18,573,066

Down $1,195,217 (-6.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$135,212

Down $815,034 (-120%) from 2021

Expenses

Up

$1,060,005

Up $901,278 (+568%) from 2021

Net Income

Down

-$1,195,217

Down $1,716,312 (-329%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2022

Assets$18,573,066
Liabilities$0
Net Assets$18,573,066
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$135,212
Expenses$1,060,005
Net Income-$1,195,217
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th 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
2127428900
Address
C/O SLK-1981 MARCUS AVE-227, LAKE SUCCESS, NY 11042

Signing Officer

Name
Stuart Sternberg
Title
Trustee
Phone
5163528900
Signed
2023-07-25
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 Appendix299 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/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1195217
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0475059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031320
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031320
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-380654
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0234112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0750
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040265
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0855713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-380656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-380656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0475057
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0$2,675,000 FED REP OF BRAZIL SR NOTES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018573066
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0859340
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0862594
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03254
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/FMVAssetsEOYAmt016024016
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt018573066
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04280966
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06849541
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0262719
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07270891
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0862594
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017251883
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017514602
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA STERNBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O SLK-1981 MARCUS AVE-227
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05163528900
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STUART L STERNBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01019740
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/TotalGrantOrContriPdDurYrAmt01019740
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/AppliedToCurrentYearAmt0104561
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0920804
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0859340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01025365
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0754779
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0920804
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19765
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME OR LOSSES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3310
TaxesSchedule/TaxesDetail/Amt020000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART STERNBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163528900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERNBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0137046097
ReturnHeader/Filer/InCareOfNm0% SLK ADVISORY GROUP INC
ReturnHeader/Filer/PhoneNum02127428900
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SLK-1981 MARCUS AVE-227
ReturnHeader/Filer/USAddress/CityNm0LAKE SUCCESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011042
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/PreparationDt02023-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF REYNOLDS CPA
ReturnHeader/ReturnTs02023-07-28T08:25:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERNBERG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,573,066
Liabilities
$0
Net assets
$18,573,066
Revenue
-$135,212
Expenses
$1,060,005
Net income
-$1,195,217
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