Civic Intelligence

Modzelewski Charitable Tr Us 100196

EIN 13-7098625 • Reston, VA

12030 Sunrise Valley Drste 450 4Reston, VA 20191
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2025

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2025

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-47%

Faster revenue growth than 4% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$184,435,683

Up $19,237,822 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$184,435,683

Up $19,237,822 (+12%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin93rd percentile

Revenue

Down

$29,482,173

Down $26,006,412 (-47%) from 2024

Expenses

Up

$10,244,351

Up $1,514,460 (+17%) from 2024

Net Income

Down

$19,237,822

Down $27,520,872 (-59%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$200M$150M$100M$50M$0Assets 2011: $27,784,778Liabilities 2011: $02011Assets 2012: $28,035,657Liabilities 2012: $0Net Assets 2012: $28,035,6572012Assets 2013: $29,627,564Liabilities 2013: $0Net Assets 2013: $29,627,5642013Assets 2014: $41,215,328Liabilities 2014: $02014Assets 2015: $42,319,325Liabilities 2015: $0Net Assets 2015: $42,319,3252015Assets 2019: $53,153,947Liabilities 2019: $02019Assets 2020: $57,682,486Liabilities 2020: $0Net Assets 2020: $57,682,4862020Assets 2021: $54,265,348Liabilities 2021: $0Net Assets 2021: $54,265,3482021Assets 2022: $82,891,442Liabilities 2022: $0Net Assets 2022: $82,891,4422022Assets 2023: $118,439,167Liabilities 2023: $0Net Assets 2023: $118,439,1672023Assets 2024: $165,197,861Liabilities 2024: $0Net Assets 2024: $165,197,8612024Assets 2025: $184,435,683Liabilities 2025: $0Net Assets 2025: $184,435,6832025

Highlighted filing

2025

Assets$184,435,683
Liabilities$0
Net Assets$184,435,683
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $3,723,624Expenses 2011: $1,685,032Net Income 2011: $2,038,5922011Expenses 2012: $4,227,5202012Expenses 2013: $175,6272013Revenue 2014: $13,229,087Expenses 2014: $1,641,323Net Income 2014: $11,587,7642014Revenue 2015: $3,749,190Expenses 2015: $2,645,193Net Income 2015: $1,103,9972015Revenue 2019: $4,476,798Expenses 2019: $3,873,844Net Income 2019: $602,9542019Revenue 2020: $8,449,686Expenses 2020: $3,921,147Net Income 2020: $4,528,5392020Revenue 2021: $1,144,583Expenses 2021: $4,561,721Net Income 2021: -$3,417,1382021Revenue 2022: $33,221,031Expenses 2022: $4,601,024Net Income 2022: $28,620,0072022Revenue 2023: $11,985,825Expenses 2023: $4,572,448Net Income 2023: $7,413,3772023Revenue 2024: $55,488,585Expenses 2024: $8,729,891Net Income 2024: $46,758,6942024Revenue 2025: $29,482,173Expenses 2025: $10,244,351Net Income 2025: $19,237,8222025

Highlighted filing

2025

Revenue$29,482,173
Expenses$10,244,351
Net Income$19,237,822
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,435,683
Liabilities
$0
Net assets
$184,435,683
Revenue
$29,482,173
Expenses
$10,244,351
Net income
$19,237,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$184$0.00$184$29.5$10.2$19.2
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$165$0.00$165$55.5$8.73$46.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$0.00$118$12.0$4.57$7.41
2022Detailed filing. Detailed filing data is available for this year.$82.9$0.00$82.9$33.2$4.60$28.6
2021Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$1.14$4.56$3.42
2020Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$8.45$3.92$4.53
2019Summary only. Only limited summary data is available for this year.$53.2$0.00$4.48$3.87$0.60
2015Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$3.75$2.65$1.10
2014Summary only. Only limited summary data is available for this year.$41.2$0.00$13.2$1.64$11.6
2013Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.18
2012Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$4.23
2011Summary only. Only limited summary data is available for this year.$27.8$0.00$3.72$1.69$2.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MODZELEWSKITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANGUARD CHARITABLE ENDOWMENT PROGRAMFURTHER GENERAL PURPOSE OF CHARITY501(C)(3)SOUTHEASTERN, PA, US$9,200,000
Filing and Contact Details

Filer

Filer Name
Modzelewski Charitable Tr US 100196
EIN
13-7098625
Phone
7034379720
Address
12030 SUNRISE VALLEY DRSTE 450 4, RESTON, VA 20191

Signing Officer

Name
Stephen Modzelewski
Title
Trustee
Phone
7034379720
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Matthew Q Keefer CPA
Phone
4103565900
Raw XML Appendix346 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN MODZELEWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01102 GRAYSTONE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STEAMBOAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080487
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt09520112
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt09520112
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STERLING FOUNDATION MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE STE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020191
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07034379720
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN MODZELEWSKI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER GENERAL PURPOSE OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE ENDOWMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHEASTERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0193989917
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0405067
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09115045
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010336677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09520112
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09931610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09115045
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0STEPHEN MODZELEWSKI
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012030 SUNRISE VALLY DRIVE STE 450
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020191
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LOSS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NONDEDUCTIBLE EXPENSES FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0176192
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0176192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt252
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0300000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0543395
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN MODZELEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MODZELEWSKI CHARITABLE TR US 100196
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0MODZ
ReturnHeader/Filer/EIN0137098625
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DRSTE 450 4
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs02026-02-16T11:16:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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