Civic Intelligence

Samuel and Barbara Sternberg Charitable Foundation

990PF • Fiscal year 2017 • EIN 23-6765536

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 11, 2018

Organization Profile
3 Bala Plaza East No 8-eBala Cynwyd, PA 19004

(484) 270-2500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-177%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.2%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$275,267

Down $12,004 (-4.2%) from 2016

Net Assets

Down

$275,267

Down $12,004 (-4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$6,767

Up $10,979 (+261%) from 2016

Expenses

Up

$18,771

Up $2,519 (+15%) from 2016

Net Income

Up

-$12,004

Up $8,460 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2015: $307,735Liabilities 2015: $0Net Assets 2015: $307,7352015Assets 2016: $287,271Liabilities 2016: $0Net Assets 2016: $287,2712016Assets 2017: $275,267Liabilities 2017: $0Net Assets 2017: $275,2672017Assets 2018: $256,086Liabilities 2018: $0Net Assets 2018: $256,0862018Assets 2019: $246,028Liabilities 2019: $0Net Assets 2019: $246,0282019Assets 2020: $236,892Liabilities 2020: $0Net Assets 2020: $236,8922020Assets 2021: $314,533Liabilities 2021: $0Net Assets 2021: $314,5332021Assets 2022: $265,168Liabilities 2022: $0Net Assets 2022: $265,1682022Assets 2023: $267,172Liabilities 2023: $0Net Assets 2023: $267,1722023

Highlighted filing

2017

Assets$275,267
Liabilities$0
Net Assets$275,267
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2015: $17,687Expenses 2015: $26,550Net Income 2015: -$8,8632015Revenue 2016: -$4,212Expenses 2016: $16,252Net Income 2016: -$20,4642016Revenue 2017: $6,767Expenses 2017: $18,771Net Income 2017: -$12,0042017Revenue 2018: $11,449Expenses 2018: $30,630Net Income 2018: -$19,1812018Revenue 2019: $13,011Expenses 2019: $23,069Net Income 2019: -$10,0582019Revenue 2020: $6,658Expenses 2020: $15,794Net Income 2020: -$9,1362020Revenue 2021: $24,165Expenses 2021: $12,470Net Income 2021: $11,6952021Revenue 2022: $5,397Expenses 2022: $11,486Net Income 2022: -$6,0892022Revenue 2023: $19,250Expenses 2023: $14,695Net Income 2023: $4,5552023

Highlighted filing

2017

Revenue$6,767
Expenses$18,771
Net Income-$12,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORA STERNBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel and Barbara Sternberg Charitable
EIN
23-6765536
Phone
4842702500
Address
3 BALA PLAZA EAST NO 8-E, BALA CYNWYD, PA 19004

Signing Officer

Name
Cora Sternberg
Title
Trustee
Phone
4842702500
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Rogovin & Sperber Llp
Address
360 LEXINGTON AVENUE, NEW YORK, NY 10017
Preparer
John Towers Ea
Phone
2126864300
Raw XML Appendix316 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014681
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06172
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09429
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02438
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0819
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08610
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02971
TaxesSchedule/TaxesDetail/Amt0300
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0300
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CORA STERNBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04842702500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL AND BARBARA STERNBERG CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
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ReturnHeader/Filer/PhoneNum04842702500
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ReturnHeader/Filer/USAddress/CityNm0BALA CYNWYD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019004
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId040E8FF93C483A6F84029D1E73C68BD3CA09F43F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId040E8FF93C483A6F84029D1E73C68BD3CA09F43F8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.251.50
ReturnHeader/FilingSecurityInformation/IPDt02018-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:07:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262461985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOVIN & SPERBER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 LEXINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02126864300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TOWERS EA
ReturnHeader/ReturnTs02018-07-11T10:13:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$275,267
Liabilities
$0
Net assets
$275,267
Revenue
$6,767
Expenses
$18,771
Net income
-$12,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.24$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.16$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.23$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.11$0.31$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.07$0.19$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04$0.16$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.18$0.27$0.09