Civic Intelligence

Rona Stern Staut Hematology Foundation

990 • Fiscal year 2017 • EIN 23-7353910

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

Organization ProfileN/A
Edward Viner 4404 Parkview DriveHaverford, PA 19041

(856) 361-2891

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-118%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

$965,761

No earlier filing loaded for comparison.

Net Assets

$965,761

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

$57,103

No earlier filing loaded for comparison.

Expenses

$124,726

No earlier filing loaded for comparison.

Net Income

-$67,623

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2017: $965,761Liabilities 2017: $0Net Assets 2017: $965,7612017Assets 2019: $820,423Liabilities 2019: $0Net Assets 2019: $820,4232019Assets 2020: $799,699Liabilities 2020: $0Net Assets 2020: $799,6992020Assets 2021: $1,020,540Liabilities 2021: $0Net Assets 2021: $1,020,5402021Assets 2022: $845,356Liabilities 2022: $0Net Assets 2022: $845,3562022Assets 2023: $883,428Liabilities 2023: $0Net Assets 2023: $883,4282023Assets 2024: $942,891Liabilities 2024: $0Net Assets 2024: $942,8912024Assets 2025: $1,029,883Liabilities 2025: $0Net Assets 2025: $1,029,8832025

Highlighted filing

2017

Assets$965,761
Liabilities$0
Net Assets$965,761
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2017: $57,103Expenses 2017: $124,726Net Income 2017: -$67,6232017Revenue 2019: -$4,415Expenses 2019: $138,123Net Income 2019: -$142,5382019Revenue 2020: $41,213Expenses 2020: $34,493Net Income 2020: $6,7202020Revenue 2021: $51,689Expenses 2021: $46,673Net Income 2021: $5,0162021Revenue 2022: $86,136Expenses 2022: $57,613Net Income 2022: $28,5232022Revenue 2023: $49,996Expenses 2023: $61,455Net Income 2023: -$11,4592023Revenue 2024: $39,531Expenses 2024: $87,791Net Income 2024: -$48,2602024Revenue 2025: $74,609Expenses 2025: $51,936Net Income 2025: $22,6732025

Highlighted filing

2017

Revenue$57,103
Expenses$124,726
Net Income-$67,623
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$89,393
Mission and Program Overview

Mission

Medical research and education in the area of hematology and oncology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$902,640$953,342▲ $50,702
Savings and Temporary Cash Investments$45,510$10,626▼ $34,884
Investments in Publicly Traded Securities$9,779$1,793▼ $7,986
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$957,929$965,761▲ $7,832
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$957,929$965,761▲ $7,832
Total Net Assets Fund Balance$957,929$965,761▲ $7,832
Total Liabilities and Net Assets / Fund Balance$957,929$965,761▲ $7,832
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
D Jeffrey HartzellTrustee
Edward Viner MdTrustee
Judith VinerTrustee
Wilfred F LorryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,103
Other Revenue
$0
Change in Net Assets
$-67,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$14,726
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Fees for Services Other$10,820--$10,820
Fees for Services Accounting$2,600--$2,600
Other Expenses$1,126$180-$180
Total Functional Expenses$124,546$180$0$124,726
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Cooper FoundationCamden, NJ501(c)(3)-$110,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Edward viner and judith viner are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is mailed to all members of the governing body for their review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Rona Stern Staut Hematology Foundation
EIN
23-7353910
Phone
8563612891
Address
EDWARD VINER 4404 PARKVIEW DRIVE, HAVERFORD, PA 19041

Signing Officer

Name
Edward Viner Md
Title
Trustee
Signed
2017-09-18
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Ragone Lacatena Fairchild Beppel PC
Address
76 Euclid Avenue Suite 200, Haddonfield, NJ 08033
Preparer
Michael D Lacatena
Phone
8567959650
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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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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RONA STERN STAUT HEMATOLOGY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0237353910
ReturnHeader/Filer/PhoneNum08563612891
ReturnHeader/Filer/USAddress/AddressLine1Txt0EDWARD VINER 4404 PARKVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0HAVERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ragone Lacatena Fairchild Beppel PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 Euclid Avenue Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Haddonfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008033
ReturnHeader/PreparerPersonGrp/PhoneNum08567959650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D LACATENA
ReturnHeader/ReturnTs02017-09-21T11:30:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Displayed year

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

Open filing
Assets
$965,761
Liabilities
$0
Net assets
$965,761
Revenue
$57,103
Expenses
$124,726
Net income
-$67,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.05$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.00$0.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.12$0.07