Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2013 • EIN 27-1480662

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
PO Box 341627515

(919) 656-8153

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.00x

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

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Net Margin

82nd percentile

67%

Higher net margin than 82% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

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.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2013

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

2013 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$560,360

Up $62,349 (+13%) from 2012

Net Assets

Up

$560,360

Up $62,349 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin82nd percentile

Revenue

$92,800

No earlier filing loaded for comparison.

Expenses

Up

$30,407

Up $789 (+2.7%) from 2012

Net Income

$62,393

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $498,011Liabilities 2012: $0Net Assets 2012: $498,0112012Assets 2013: $560,360Liabilities 2013: $0Net Assets 2013: $560,3602013Assets 2015: $505,197Liabilities 2015: $0Net Assets 2015: $505,1972015Assets 2016: $578,264Liabilities 2016: $0Net Assets 2016: $578,2642016Assets 2017: $724,702Liabilities 2017: $0Net Assets 2017: $724,7022017Assets 2019: $736,239Liabilities 2019: $0Net Assets 2019: $736,2392019Assets 2020: $719,483Liabilities 2020: $0Net Assets 2020: $719,4832020Assets 2021: $1,004,285Liabilities 2021: $0Net Assets 2021: $1,004,2852021Assets 2022: $884,204Liabilities 2022: $0Net Assets 2022: $884,2042022

Highlighted filing

2013

Assets$560,360
Liabilities$0
Net Assets$560,360
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2012: $29,6182012Revenue 2013: $92,800Expenses 2013: $30,407Net Income 2013: $62,3932013Revenue 2015: $3,583Expenses 2015: $34,367Net Income 2015: -$30,7842015Revenue 2016: $114,957Expenses 2016: $41,804Net Income 2016: $73,1532016Revenue 2017: $296,940Expenses 2017: $36,311Net Income 2017: $260,6292017Revenue 2019: $19,457Expenses 2019: $50,751Net Income 2019: -$31,2942019Revenue 2020: $34,068Expenses 2020: $50,193Net Income 2020: -$16,1252020Revenue 2021: $314,398Expenses 2021: $29,596Net Income 2021: $284,8022021Revenue 2022: $89,599Expenses 2022: $209,680Net Income 2022: -$120,0812022

Highlighted filing

2013

Revenue$92,800
Expenses$30,407
Net Income$62,393
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary S BergerPres/Treasurer-$0--
Gregory S BergerSecretary-$0--
Filing and Contact Details

Filer

EIN
27-1480662
Phone
9196568153

Signing Officer

Name
Gary S Berger
Title
President
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
William H Bunch CPA
Phone
9199290595
Raw XML Appendix309 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GE Capital Financial Inc 1.40%(Salt Lake
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Ally Bank (Midvale UT)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CIt Bank (Salt Lake City, UT)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Goldman Sachs Bank 1.80%
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary S Berger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gregory S Berger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO Box 3416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO Box 3416
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10102 Market Street Suite 200
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10William H Bunch CPA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Foundation provides support and aid to organizations operated exclusively for charitable, scientific, literal or educational purposes. The Foundation may also provide support directly or indirectly to economically underprivileged individuals. The Foundation's focus is primarily for promotion of research and education about reproductive disorders and treatments.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0William H Bunch CPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09199290595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10102 Market Street Suite 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Chapel Hill
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode027516
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary S Berger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support research & education projects regarding reproductive treatments and disorders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support research & education projects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10The University of North Carolina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11ChapelHill-Carborro Public School Founda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Unknown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Unknown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10208 Franklin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO Box 877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Carrboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode027516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode127510
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027680
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026825
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03252
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03252
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0855
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04473
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary S Berger
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO Box 3416
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Chapel Hill
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode027515
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount044
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Federal TAx - UBTI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management expense
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02687
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary S Berger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Sterling Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0271480662
ReturnHeader/Filer/PhoneNum09196568153
ReturnHeader/Filer/USAddress/AddressLine10PO Box 3416
ReturnHeader/Filer/USAddress/City0Chapel Hill
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027515
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAM H BUNCH CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10102 MARKET ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0275164068
ReturnHeader/PreparerPersonGrp/PhoneNum09199290595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William H Bunch CPA
ReturnHeader/ReturnTs02014-05-13T07:23:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,360
Liabilities
$0
Net assets
$560,360
Revenue
$92,800
Expenses
$30,407
Net income
$62,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.09$0.21$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.31$0.03$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.05$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.30$0.04$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.11$0.04$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.09$0.03$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03