Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2015 • EIN 27-1480662

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

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

85th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Net Margin

5th percentile

-859%

Higher net margin than 5% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2015 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.8%

Faster asset growth than 21% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-74%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$505,197

Down $55,163 (-9.8%) from 2013

Net Assets

Down

$505,197

Down $55,163 (-9.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin5th percentile

Revenue

Down

$3,583

Down $89,217 (-96%) from 2013

Expenses

Up

$34,367

Up $3,960 (+13%) from 2013

Net Income

Down

-$30,784

Down $93,177 (-149%) 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 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

2015

Assets$505,197
Liabilities$0
Net Assets$505,197
Open 2015 Filing

Operations Trend

Revenue Growth11th 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 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

2015

Revenue$3,583
Expenses$34,367
Net Income-$30,784
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay80th 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
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Holliday PLLC
Address
102 MARKET ST STE 200, CHAPEL HILL, NC 27516-4068
Preparer
Jean D Holliday CPA
Phone
9199290595
Raw XML Appendix275 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08730
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-5147
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08730
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-5147
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03583
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30784
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt059445
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5147
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04279
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050000 Ally Bank CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11496.39 DFA Commodity Stratergy Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Distributons
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5147
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30784
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0271
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0505468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0536252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0505197
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt087
IRS990PF/DistributableAmountGrp/TotalTaxAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt087
IRS990PF/FMVAssetsEOYAmt0556803
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0219
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03673
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0317063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0252804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0207668
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0175856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0177112
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0225816
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0536252
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0505197
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036919
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0536252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0505197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0556803
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0536252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0505197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0536252
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0505197
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt034689
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt034689
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt082727
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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/AddressLine1Txt0PO Box 3416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 3416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127515
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0102 Market Street Suite 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chapel Hill
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027516
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jean D Holliday CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09199290595
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/RecipientPersonNm0Jean D Holliday CPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09199290595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0102 Market Street Suite 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Chapel Hill
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027516
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary S Berger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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/BusinessNameLine1Txt0The University of North Carolina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The University of North Carolina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0208 Franklin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1208 Franklin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127516
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03252
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037367
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03252
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07367
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1113
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal TAx - UBTI
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank & Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02979
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management expense
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02979
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11300
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary S Berger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
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/BusinessNameLine1Txt0Holliday PLLC
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/PreparerPersonNm0Jean D Holliday CPA
ReturnHeader/ReturnTs02016-05-11T12:51:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,197
Liabilities
$0
Net assets
$505,197
Revenue
$3,583
Expenses
$34,367
Net income
-$30,784
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