Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2014 • EIN 27-1480662

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
PO Box 3416Chapel Hill, NC 27515

(919) 656-8153

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.00x

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Net Margin

11th percentile

-173%

Higher net margin than 11% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2014 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2014

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-85%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$536,252

Down $24,108 (-4.3%) from 2013

Net Assets

Down

$536,252

Down $24,108 (-4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin11th percentile

Revenue

Down

$13,771

Down $79,029 (-85%) from 2013

Expenses

Up

$37,577

Up $7,170 (+24%) from 2013

Net Income

Down

-$23,806

Down $86,199 (-138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st 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 2014: $536,252Liabilities 2014: $0Net Assets 2014: $536,2522014Assets 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

2014

Assets$536,252
Liabilities$0
Net Assets$536,252
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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 2014: $13,771Expenses 2014: $37,577Net Income 2014: -$23,8062014Revenue 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

2014

Revenue$13,771
Expenses$37,577
Net Income-$23,806
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
The Sterling Foundation
EIN
27-1480662
Phone
9196568153
Address
PO Box 3416, Chapel Hill, NC 27515

Signing Officer

Name
Gary S Berger
Title
President
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
William H Bunch CPA Pa
Address
102 MARKET ST STE 200, CHAPEL HILL, NC 27516-4068
Preparer
William H Bunch CPA
Phone
9199290595
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary S Berger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gregory S Berger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treasurer
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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.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary S Berger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support research & education projects regarding reproductive treatments and disorders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support research & education projects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support education & research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The University of North Carolina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ChapelHill-Carborro Public School Founda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Morehead Planetarium & Science Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Unknown
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Unknown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0208 Franklin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2250 E Franklin St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Carrboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227514
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031710
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt029671
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03252
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07367
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03252
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02039
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05328
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0302
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal TAx - UBTI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank & Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12620
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management expense
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12620
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary S Berger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Sterling Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0271480662
ReturnHeader/Filer/PhoneNum09196568153
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3416
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027515
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM H BUNCH CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 MARKET ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275164068
ReturnHeader/PreparerPersonGrp/PhoneNum09199290595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William H Bunch CPA
ReturnHeader/ReturnTs02015-05-14T11:51:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$536,252
Liabilities
$0
Net assets
$536,252
Revenue
$13,771
Expenses
$37,577
Net income
-$23,806
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
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.04$0.02
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