Civic Intelligence

The Sterling Donor Advised Fund

990 • Fiscal year 2021 • EIN 27-0418124

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
12030 Sunrise Valley Drive 450Reston, VA 20191

(703) 437-9720

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

94th percentile

64%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

341%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$38,439,728

Up $15,005,041 (+64%) from 2020

Net Assets

Up

$38,339,928

Up $14,941,041 (+64%) from 2020

Liabilities

Up

$99,800

Up $64,000 (+179%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

Up

$17,142,136

Up $13,255,406 (+341%) from 2020

Expenses

Up

$2,465,705

Up $196,722 (+8.7%) from 2020

Net Income

Up

$14,676,431

Up $13,058,684 (+807%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$60M$40M$20M$0Assets 2014: $434,220Liabilities 2014: $0Net Assets 2014: $434,2202014Assets 2015: $1,461,716Liabilities 2015: $0Net Assets 2015: $1,461,7162015Assets 2016: $13,333,340Liabilities 2016: $0Net Assets 2016: $13,333,3402016Assets 2017: $29,531,116Liabilities 2017: $0Net Assets 2017: $29,531,1162017Assets 2018: $20,584,920Liabilities 2018: $0Net Assets 2018: $20,584,9202018Assets 2019: $20,501,616Liabilities 2019: $0Net Assets 2019: $20,501,6162019Assets 2020: $23,434,687Liabilities 2020: $35,800Net Assets 2020: $23,398,8872020Assets 2021: $38,439,728Liabilities 2021: $99,800Net Assets 2021: $38,339,9282021Assets 2022: $42,134,907Liabilities 2022: $800Net Assets 2022: $42,134,1072022Assets 2023: $48,616,353Liabilities 2023: $3,414Net Assets 2023: $48,612,9392023Assets 2024: $55,872,345Liabilities 2024: $3,414Net Assets 2024: $55,868,9312024

Highlighted filing

2021

Assets$38,439,728
Liabilities$99,800
Net Assets$38,339,928
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $31,070Expenses 2014: $0Net Income 2014: $31,0702014Revenue 2015: $1,090,587Expenses 2015: $63,091Net Income 2015: $1,027,4962015Revenue 2016: $11,958,446Expenses 2016: $86,822Net Income 2016: $11,871,6242016Revenue 2017: $21,124,168Expenses 2017: $4,926,392Net Income 2017: $16,197,7762017Revenue 2018: $3,955,903Expenses 2018: $12,902,099Net Income 2018: -$8,946,1962018Revenue 2019: $3,957,419Expenses 2019: $4,040,723Net Income 2019: -$83,3042019Revenue 2020: $3,886,730Expenses 2020: $2,268,983Net Income 2020: $1,617,7472020Revenue 2021: $17,142,136Expenses 2021: $2,465,705Net Income 2021: $14,676,4312021Revenue 2022: $7,377,009Expenses 2022: $748,587Net Income 2022: $6,628,4222022Revenue 2023: $7,586,212Expenses 2023: $2,273,649Net Income 2023: $5,312,5632023Revenue 2024: $8,527,331Expenses 2024: $2,545,923Net Income 2024: $5,981,4082024

Highlighted filing

2021

Revenue$17,142,136
Expenses$2,465,705
Net Income$14,676,431
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$17,248,391
Mission and Program Overview

Mission

Educate the general public and nonprofit organizations to encourage charitable giving in all forms beneficial to nonprofit charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,277,808$22,450,735▲ $17,172,927
Investments Other Securities$15,197,602$15,275,522▲ $77,920
Receivable From Disqualified Prsn$2,328,528$0▼ $2,328,528
Other Notes and Loans Receivable, Net$630,749$677,587▲ $46,838
Accounts Receivable-$35,884-
Total Assets$23,434,687$38,439,728▲ $15,005,041
Liabilities
Other Liabilities$35,800$99,800▲ $64,000
Total Liabilities$35,800$99,800▲ $64,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,398,887$38,339,928▲ $14,941,041
Total Net Assets Fund Balance$23,398,887$38,339,928▲ $14,941,041
Total Liabilities and Net Assets / Fund Balance$23,434,687$38,439,728▲ $15,005,041

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,465,142--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
James LintottPresident
Roger SilkSecretary
Paul BecknerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,566,073
Program Service Revenue
$0
Investment Income
$2,572,914
Other Revenue
$3,149
All Other Contributions
$14,566,073
Change in Net Assets
$14,676,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,142,136
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$666,288
Total Revenue per Audited Statements
$17,808,424
Total Revenue per Form 990
$17,142,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,413,970
Other Expenses$51,735
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,413,970--$2,413,970
Fees for Services Management$14,384$14,384-$28,768
Other Expenses-$22,967-$22,967
Total Functional Expenses$2,428,354$37,351$0$2,465,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,867,383
Expenses per Audited Statements$2,465,705
Total Expenses per Form 990$2,465,705
Expenses Not Reported on Form 990$401,678
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brigham Young UniversityLaie, HI501(c)(3)General Support$1,000,000
Friends of FacesReston, VA501(c)(3)General Support$1,000,000
American Endowment FoundationHudson, OH501(c)(3)General Support$255,370
The Stanford Jewish CenterPalo Alto, CA501(c)(3)General Support$50,000
Incline Village Community Hospital FoundationIncline Village, NV501(c)(3)General Support$25,000
Renown (reno) Health FoundationReno, NV501(c)(3)General Support$25,000
Emory University Jewish Student CenterAtlanta, GA501(c)(3)General Support$18,600
Chabad of Northern NevadaReno, NV501(c)(3)General Support$10,000
Emory UniversityAtlanta, GA501(c)(3)General Support$10,000
Stanford University Board of Trustees of the Leland StanfordStanford, CA501(c)(3)General Support$10,000
Providence Health & Service FoundationEncino, CA501(c)(3)General Support$5,000
Ucsf FoundationSan Francisco, CA501(c)(3)General Support$5,000
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$2,328,528$0▼ $2,328,528
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Nccs Loan$99,000
Jw Arbor Loan$800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“EXECUTIVE REVIEW MEETING”

Form 990, Part VI, Section B, Line 12C

“Annual meeting of the board of directors”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
The Sterling Donor Advised Fund
EIN
27-0418124
Phone
7034379720
Address
12030 SUNRISE VALLEY DRIVE 450, RESTON, VA 20191

Signing Officer

Name
James Lintott
Title
Officer
Phone
7034379720
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Matthew Q Keefer CPA
Phone
4103565900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Financial statement reconciliation -401,677.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Financial statement reconciliation”

Raw XML AppendixShowing 400 of 585 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt035884
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.
IRS990/AllOtherContributionsAmt014566073
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STERLING FOUNDATION MANAGEMENT LLC
IRS990/BooksInCareOfDetail/PhoneNum07034379720
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DR STE 450
IRS990/BooksInCareOfDetail/USAddress/CityNm0RESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020191
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014566073
IRS990/CYGrantsAndSimilarPaidAmt02413970
IRS990/CYInvestmentIncomeAmt02572914
IRS990/CYOtherExpensesAmt051735
IRS990/CYOtherRevenueAmt03149
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014676431
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02465705
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017142136
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02428354
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014384
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt014384
IRS990/FeesForServicesManagementGrp/TotalAmt028768
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES LINTOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1ROGER SILK
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL BECKNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt030459
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt02413970
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02413970
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02413970
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0136714
IRS990/GrossReceiptsAmt017248391
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02542455
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02542455
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015197602
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt015275522
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0106255
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023398887
IRS990/NetAssetsOrFundBalancesEOYAmt038339928
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030459
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030459
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0666287
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023398887
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt038339928
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-401677
IRS990/OtherExpensesGrp/Desc0BANK/INVESTMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022967
IRS990/OtherExpensesGrp/TotalAmt022967
IRS990/OtherLiabilitiesGrp/BOYAmt035800
IRS990/OtherLiabilitiesGrp/EOYAmt099800
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INCOME FROM PASSTHROUGH
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03149
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03149
IRS990/OtherRevenueTotalAmt03149
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0630749
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0677587
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02566325
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02210419
IRS990/PYInvestmentIncomeAmt01319231
IRS990/PYOtherExpensesAmt058564
IRS990/PYOtherRevenueAmt01174
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01617747
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02268983
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03886730
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt02328528
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014676431
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05277808
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022450735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014566073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02566325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03534977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02919495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019094090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042680960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01444919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01320405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0338979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0321354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0115224
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03540881
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55450
IRS990ScheduleA/PublicSupportPY170Pct00.44390
IRS990ScheduleA/PublicSupportTotal170Amt025630692
IRS990ScheduleA/SubstantialContributorsTotAmt017050268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014566073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02566325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03534977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02919495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019094090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042680960
IRS990ScheduleA/TotalSupportAmt046221841
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt014566073
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02413970
IRS990ScheduleD/DonorAdvisedFundsHeldCnt025
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt034087755
IRS990ScheduleD/ExpensesNotReportedAmt0401678
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02465705
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0666288
IRS990ScheduleD/OtherExpensesIncludedAmt0401678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt199000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0JW ARBOR LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NCCS LOAN
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03810380
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt111465142
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CHARITABLE LLC INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt0666288
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017142136
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FINANCIAL STATEMENT RECONCILIATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt015275522
IRS990ScheduleD/TotalExpensesPerForm990Amt02465705
IRS990ScheduleD/TotalLiabilityAmt099800
IRS990ScheduleD/TotalRevenuePerForm990Amt017142136
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017808424
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02867383
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01000000
IRS990ScheduleI/RecipientTable/CashGrantAmt11000000
IRS990ScheduleI/RecipientTable/CashGrantAmt2255370
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt618600
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BRIGHAM YOUNG UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF FACES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN ENDOWMENT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE STANFORD JEWISH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PROVIDENCE HEALTH & SERVICE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5INCLINE VILLAGE COMMUNITY HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6EMORY UNIVERSITY JEWISH STUDENT CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7EMORY UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8CHABAD OF NORTHERN NEVADA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11RENOWN (RENO) HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0990083825
IRS990ScheduleI/RecipientTable/RecipientEIN1208944024
IRS990ScheduleI/RecipientTable/RecipientEIN2341747398
IRS990ScheduleI/RecipientTable/RecipientEIN3731655874
IRS990ScheduleI/RecipientTable/RecipientEIN4953544877
IRS990ScheduleI/RecipientTable/RecipientEIN5200752156
IRS990ScheduleI/RecipientTable/RecipientEIN6522367636
IRS990ScheduleI/RecipientTable/RecipientEIN7580566256
IRS990ScheduleI/RecipientTable/RecipientEIN8204943093
IRS990ScheduleI/RecipientTable/RecipientEIN9942829914
IRS990ScheduleI/RecipientTable/RecipientEIN10941156365
IRS990ScheduleI/RecipientTable/RecipientEIN11942972749
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt055-220 KULANI ST BLDG 5
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112030 SUNRISE VALLEY DRIVE SUITE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25700 DARROW ROAD SUITE 118
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31289 COLLEGE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt416030 VENTURE BLVD SUITE 680
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5880 ALDER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61526 N DECATUR RD NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71762 CLIFTON ROAD NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81175 W MOANA LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO BOX 45339
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10PO BOX 20466
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111155 MILL STREET 02
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0450
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RESTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HUDSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PALO ALTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ENCINO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5INCLINE VILLAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm7ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm8RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm10STANFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm11RENO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096762
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120191
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394306
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd491436
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd589451
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd630307
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd730322
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd889509
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd994145
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1094309
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1189502
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUESTS PROGRAM DOCUMENTS, DOES FOLLOW-UP CALLS AND GETS REPORTS BACK.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt012
IRS990ScheduleI/TotalOtherOrgCnt012
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE REVIEW MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL MEETING OF THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENT RECONCILIATION -401,677.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,439,728
Liabilities
$99,800
Net assets
$38,339,928
Revenue
$17,142,136
Expenses
$2,465,705
Net income
$14,676,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$8.53$2.55$5.98
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$7.59$2.27$5.31
2022Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$7.38$0.75$6.63
2021Detailed filing. Detailed filing data is available for this year.$38.4$0.10$38.3$17.1$2.47$14.7
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.04$23.4$3.89$2.27$1.62
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$3.96$4.04$0.08
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$3.96$12.9$8.95
2017Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$21.1$4.93$16.2
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$12.0$0.09$11.9
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.09$0.06$1.03
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.03$0.00$0.03