Civic Intelligence

Stern Family Foundation

EIN 20-8015847 • Columbia, SC

8910 Two Notch RoadColumbia, SC 29223
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

60th percentile

2.0%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

64%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$191,910

Up $3,817 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$191,910

Up $3,817 (+2.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Up

$5,191

Up $2,020 (+64%) from 2023

Expenses

Down

$1,374

Down $101,160 (-99%) from 2023

Net Income

Up

$3,817

Up $103,180 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0Assets 2011: $600,711Liabilities 2011: $02011Assets 2012: $556,638Liabilities 2012: $02012Assets 2013: $511,647Liabilities 2013: $02013Assets 2014: $461,050Liabilities 2014: $02014Assets 2015: $280,297Liabilities 2015: $0Net Assets 2015: $280,2972015Assets 2016: $251,053Liabilities 2016: $0Net Assets 2016: $251,0532016Assets 2017: $248,620Liabilities 2017: $0Net Assets 2017: $248,6202017Assets 2018: $248,775Liabilities 2018: $0Net Assets 2018: $248,7752018Assets 2019: $247,391Liabilities 2019: $0Net Assets 2019: $247,3912019Assets 2020: $267,128Liabilities 2020: $0Net Assets 2020: $267,1282020Assets 2021: $266,535Liabilities 2021: $0Net Assets 2021: $266,5352021Assets 2022: $268,344Liabilities 2022: $0Net Assets 2022: $268,3442022Assets 2023: $188,093Liabilities 2023: $0Net Assets 2023: $188,0932023Assets 2024: $191,910Liabilities 2024: $0Net Assets 2024: $191,9102024

Highlighted filing

2024

Assets$191,910
Liabilities$0
Net Assets$191,910
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $3,718Expenses 2011: $25,935Net Income 2011: -$22,2172011Revenue 2012: $17,759Expenses 2012: $61,832Net Income 2012: -$44,0732012Revenue 2013: -$7,889Expenses 2013: $53,928Net Income 2013: -$61,8172013Revenue 2014: $13,791Expenses 2014: $108,174Net Income 2014: -$94,3832014Revenue 2015: -$11,580Expenses 2015: $180,181Net Income 2015: -$191,7612015Revenue 2016: -$31,388Expenses 2016: $2,524Net Income 2016: -$33,9122016Revenue 2017: -$693Expenses 2017: $1,708Net Income 2017: -$2,4012017Revenue 2018: $5,765Expenses 2018: $8,526Net Income 2018: -$2,7612018Revenue 2019: $4,955Expenses 2019: $7,498Net Income 2019: -$2,5432019Revenue 2020: $20,613Expenses 2020: $876Net Income 2020: $19,7372020Revenue 2021: $7,566Expenses 2021: $14,882Net Income 2021: -$7,3162021Revenue 2022: $4,963Expenses 2022: $2,295Net Income 2022: $2,6682022Revenue 2023: $3,171Expenses 2023: $102,534Net Income 2023: -$99,3632023Revenue 2024: $5,191Expenses 2024: $1,374Net Income 2024: $3,8172024

Highlighted filing

2024

Revenue$5,191
Expenses$1,374
Net Income$3,817
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$191,910
Liabilities
$0
Net assets
$191,910
Revenue
$5,191
Expenses
$1,374
Net income
$3,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.05$0.01$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.03$1.03$0.99
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.05$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.08$0.15$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.21$0.01$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.05$0.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.06$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.01$0.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.31$0.03$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.12$1.80$1.92
2014Summary only. Only limited summary data is available for this year.$4.61$0.00$0.14$1.08$0.94
2013Summary only. Only limited summary data is available for this year.$5.12$0.00$0.08$0.54$0.62
2012Summary only. Only limited summary data is available for this year.$5.57$0.00$0.18$0.62$0.44
2011Summary only. Only limited summary data is available for this year.$6.01$0.00$0.04$0.26$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H STERNPresident/Treasurer/Direct-$0--
LINDA C STERNVP/Secretary/Director-$0--
BRIAN J STERNDirector-$0--
JASON A STERNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stern Family Foundation
EIN
20-8015847
Phone
8034191234
Address
8910 TWO NOTCH ROAD, COLUMBIA, SC 29223

Signing Officer

Name
William H Stern
Title
President
Phone
8034191234
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
PO BOX 6286, GREENVILLE, SC 29606-6286
Preparer
Thomas P Self
Phone
8642423370
Raw XML Appendix307 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE FILED WITH THE STATE ATTORNEY GENERAL'S OFFICE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0184314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0199007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PUBLICLY TRADED STOCK - JANNEY MONTGOMERY SCOTT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt07304
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04963
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05009
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07304
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02295
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JANNEY ACCOUNT 72910037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JANNEY ACCOUNT 72910037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8061
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02668
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0859
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0269203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0266535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0268344
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014554
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014554
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014554
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA C STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN J STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JASON A STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18910 TWO NOTCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28910 TWO NOTCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38910 TWO NOTCH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBIA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM H STERN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08910 TWO NOTCH ROAD
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014554
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt02092
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014554
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02092
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0859
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV/COST DIFFERENCE OF DONATED STOCK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01937
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEESQ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01937
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0358
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0358
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08034191234
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0208015847
ReturnHeader/Filer/PhoneNum08034191234
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6286
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296066286
ReturnHeader/PreparerPersonGrp/PhoneNum08642423370
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P SELF
ReturnHeader/ReturnTs02023-11-17T15:52:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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