Civic Intelligence

Jordan Sterling Foundation

990EZ • Fiscal year 2016 • EIN 27-0359203

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

3616 E Medlock DrivePhoenix, AZ 85018

(480) 216-0510

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

3rd percentile

-172%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$175,933

Down $26,181 (-13%) from 2015

Net Assets

Down

$175,933

Down $26,181 (-13%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$15,194

Down $54,452 (-78%) from 2015

Expenses

Up

$41,375

Up $30,467 (+279%) from 2015

Net Income

Down

-$26,181

Down $84,919 (-145%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $202,114Net Assets 2015: $202,1142015Assets 2016: $175,933Net Assets 2016: $175,9332016Assets 2017: $217,112Net Assets 2017: $217,1122017Assets 2018: $138,702Net Assets 2018: $138,7022018Assets 2019: $173,277Net Assets 2019: $173,2772019Assets 2020: $133,377Net Assets 2020: $133,3772020Assets 2021: $133,377Net Assets 2021: $133,3772021Assets 2022: $67,137Net Assets 2022: $67,1372022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$175,933
Liabilities-
Net Assets$175,933

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $69,646Expenses 2015: $10,908Net Income 2015: $58,7382015Revenue 2016: $15,194Expenses 2016: $41,375Net Income 2016: -$26,1812016Revenue 2017: $120,363Expenses 2017: $79,184Net Income 2017: $41,1792017Revenue 2018: $1,950Expenses 2018: $80,360Net Income 2018: -$78,4102018Revenue 2019: $90,000Expenses 2019: $55,425Net Income 2019: $34,5752019Revenue 2020: $35,100Expenses 2020: $75,000Net Income 2020: -$39,9002020Revenue 2021: $25,000Expenses 2021: $25,000Net Income 2021: $02021Revenue 2022: $50,000Expenses 2022: $50,665Net Income 2022: -$6652022Revenue 2023: $25,000Expenses 2023: $92,137Net Income 2023: -$67,1372023

Highlighted filing

2016

Revenue$15,194
Expenses$41,375
Net Income-$26,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$15,194
Mission and Program Overview

Mission

The Jordan Sterling Foundations mission is to raise funds to support families who have a loved one with cystic fibrosis, to assist organizations that provide organ transplant services and to promote the research and treatment of cystic fibrosis.

Program Services

DescriptionGrantsExpenses
The Jordan Sterling Foundation entered into a Gift Agreement with the Translational Genomics Research Institute Foundation in 2013 to support the TGen-Sterling Cystic Fibrosis Project - Next Generation CF Patient Detection and Monitoring Tools. The Jordan Sterling Foundation continued to support the Jordan Sterling Foundation Fellowship Program at the Heart-Lung Institute at St. Joseph's Hospital and Medical Center in 2016.$37,272$37,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHAN HURLEYPresidentPT$0--
DIERKS BENTLYVice PresidentPT$0--
ANDREW HUTCHINSONVice PresidentPT$0--
BROOKE STERLINGVice PresidentPT$0--
KIM STERLING-HEFLINChairwomanPT$0--
MATHEW BURBACHSecretaryPT$0--
BRIAN FRAKESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Jordan Sterling Foundation
EIN
27-0359203
Phone
4802160510
Address
3616 E Medlock Drive, Phoenix, AZ 85018

Signing Officer

Name
Kim Sterling-heflin
Title
Chairwoman
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Darrin J Riley CPA Plc
Address
2198 E CAMELBACK RD STE 370, PHOENIX, AZ 85016
Preparer
Darrin J Riley CPA
Phone
6023853979
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: CHARITABLE | Donee's Name: ST. JOSEPH'S FOUNDATION | Donee's Address: 350 W. THOMAS ROAD PHOENIX AZ 85013 | Relationship of Donee: NONE | Cash Amount Given: $25000

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: CHARITABLE | Donee's Name: Translational Genomics Research Inst. | Donee's Address: 445 N Fifth St. PHOENIX AZ 85004 | Relationship of Donee: NONE | Cash Amount Given: $12272

Other Expenses.1012

Insurance $3528

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATT BURBACH
IRS990EZ/BooksInCareOfDetail/PhoneNum04802160510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040 N Central Ave 1900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0850044429
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0202114
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0175933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015194
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26181
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0202114
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0175933
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037272
IRS990EZ/GrossReceiptsAmt015194
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0202114
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0175933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0202114
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0175933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ETHAN HURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIERKS BENTLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW HUTCHINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BROOKE STERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM STERLING-HEFLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATHEW BURBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN FRAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRWOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03528
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Jordan Sterling Foundations mission is to raise funds to support families who have a loved one with cystic fibrosis, to assist organizations that provide organ transplant services and to promote the research and treatment of cystic fibrosis.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Jordan Sterling Foundation entered into a Gift Agreement with the Translational Genomics Research Institute Foundation in 2013 to support the TGen-Sterling Cystic Fibrosis Project - Next Generation CF Patient Detection and Monitoring Tools. The Jordan Sterling Foundation continued to support the Jordan Sterling Foundation Fellowship Program at the Heart-Lung Institute at St. Joseph's Hospital and Medical Center in 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041375
IRS990EZ/TotalProgramServiceExpensesAmt037272
IRS990EZ/TotalRevenueAmt015194
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JORDANSFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt085000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0264632
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67880
IRS990ScheduleA/PublicSupportPY509Pct00.73410
IRS990ScheduleA/PublicSupportTotal509Amt0179632
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt085000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015250
IRS990ScheduleA/Total509Grp/TotalAmt0264632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264632
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE | Donee's Name: ST. JOSEPH'S FOUNDATION | Donee's Address: 350 W. THOMAS ROAD PHOENIX AZ 85013 | Relationship of Donee: NONE | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: Translational Genomics Research Inst. | Donee's Address: 445 N Fifth St. PHOENIX AZ 85004 | Relationship of Donee: NONE | Cash Amount Given: $12272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3528
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM STERLING-HEFLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRWOMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jordan Sterling Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0270359203
ReturnHeader/Filer/PhoneNum04802160510
ReturnHeader/Filer/USAddress/AddressLine1Txt03616 E Medlock Drive
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARRIN J RILEY CPA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02198 E CAMELBACK RD STE 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06023853979
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARRIN J RILEY CPA
ReturnHeader/ReturnTs02017-11-14T10:30:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings