Civic Intelligence

Lawrence Z & Jacqueline a Stern Fdn C/O Sterling Foundation Management LLC

990PF • Fiscal year 2016 • EIN 26-1120252

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

12030 Sunrise Valley Drive No 450Reston, VA 20191

(703) 437-9720

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-196%

Higher net margin than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,444,750

Down $68,857 (-4.5%) from 2015

Net Assets

Down

$1,444,750

Down $68,857 (-4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$35,151

Down $260,783 (-88%) from 2015

Expenses

Up

$104,008

Up $8,704 (+9.1%) from 2015

Net Income

Down

-$68,857

Down $269,487 (-134%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,312,977Liabilities 2014: $0Net Assets 2014: $1,312,9772014Assets 2015: $1,513,607Liabilities 2015: $0Net Assets 2015: $1,513,6072015Assets 2016: $1,444,750Liabilities 2016: $0Net Assets 2016: $1,444,7502016Assets 2017: $1,412,561Liabilities 2017: $0Net Assets 2017: $1,412,5612017Assets 2018: $1,408,874Liabilities 2018: $0Net Assets 2018: $1,408,8742018Assets 2019: $1,324,920Liabilities 2019: $0Net Assets 2019: $1,324,9202019Assets 2020: $1,251,683Liabilities 2020: $0Net Assets 2020: $1,251,6832020Assets 2021: $1,314,725Liabilities 2021: $0Net Assets 2021: $1,314,7252021Assets 2022: $1,229,692Liabilities 2022: $0Net Assets 2022: $1,229,6922022Assets 2023: $1,188,707Liabilities 2023: $0Net Assets 2023: $1,188,7072023Assets 2024: $1,493,092Liabilities 2024: $0Net Assets 2024: $1,493,0922024

Highlighted filing

2016

Assets$1,444,750
Liabilities$0
Net Assets$1,444,750

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $91,755Expenses 2014: $89,214Net Income 2014: $2,5412014Revenue 2015: $295,934Expenses 2015: $95,304Net Income 2015: $200,6302015Revenue 2016: $35,151Expenses 2016: $104,008Net Income 2016: -$68,8572016Revenue 2017: $59,011Expenses 2017: $91,200Net Income 2017: -$32,1892017Revenue 2018: $88,326Expenses 2018: $92,013Net Income 2018: -$3,6872018Revenue 2019: $7,983Expenses 2019: $91,937Net Income 2019: -$83,9542019Revenue 2020: $13,099Expenses 2020: $86,336Net Income 2020: -$73,2372020Revenue 2021: $151,055Expenses 2021: $88,013Net Income 2021: $63,0422021Revenue 2022: $5,866Expenses 2022: $90,899Net Income 2022: -$85,0332022Revenue 2023: $43,883Expenses 2023: $84,868Net Income 2023: -$40,9852023Revenue 2024: $390,377Expenses 2024: $85,992Net Income 2024: $304,3852024

Highlighted filing

2016

Revenue$35,151
Expenses$104,008
Net Income-$68,857
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR LAWRENCE STERNPresident/Treasurer/Direct-$0--
JACQUELINE A STERNVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Lawrence Z & Jacqueline a Stern Fdn
EIN
26-1120252
Phone
7034379720
Address
12030 SUNRISE VALLEY DRIVE NO 450, RESTON, VA 20191

Signing Officer

Name
Lawrence Stern
Title
Officer
Phone
7034379720
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Barry B Bondroff CPA
Phone
4103565900
Raw XML Appendix353 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02804
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079543
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111878
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TaxesSchedule/TaxesDetail/Amt14800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0305
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE Z & JACQUELINE A STERN FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0261120252
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE NO 450
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015242714D397B573A94381D59098BEBCB755C793
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId083E70706A5C395EA2713A85B09D3AA42CD686E96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.67.46.202
ReturnHeader/FilingSecurityInformation/IPDt02017-03-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:56:59
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/PreparerPersonNm0BARRY B BONDROFF CPA
ReturnHeader/ReturnTs02017-04-11T13:51:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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