Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2024 • EIN 27-1480662

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

Organization Profile
127 Wolfs CourtChapel Hill, NC 27516

(919) 525-6589

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.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

36th percentile

-20%

Higher net margin than 36% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

40th percentile

-0.7%

Faster asset growth than 40% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-74%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$941,162

Up $56,958 (+6.4%) from 2022

Net Assets

Up

$941,162

Up $56,958 (+6.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin36th percentile

Revenue

Down

$33,107

Down $56,492 (-63%) from 2022

Expenses

Down

$39,785

Down $169,895 (-81%) from 2022

Net Income

Up

-$6,678

Up $113,403 (+94%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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: $884,2042022Assets 2024: $941,162Liabilities 2024: $0Net Assets 2024: $941,1622024

Highlighted filing

2024

Assets$941,162
Liabilities$0
Net Assets$941,162
Open 2024 Filing

Operations Trend

Revenue Growth9th 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: -$120,0812022Revenue 2024: $33,107Expenses 2024: $39,785Net Income 2024: -$6,6782024

Highlighted filing

2024

Revenue$33,107
Expenses$39,785
Net Income-$6,678
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY S BERGERPresident/Treasurer-$0--
GREGORY S BERGERVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Sterling Foundation
EIN
27-1480662
Phone
9195256589
Address
127 WOLFS COURT, CHAPEL HILL, NC 27516

Signing Officer

Name
Gary S Berger
Title
President
Phone
9195256589
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix343 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB - MUTUAL FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0EINSTEIN BOOK PROJECT
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt017368
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt017368
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARY S BERGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 E CAMERON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027599
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027932
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0147647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119582
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027932
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0122871
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0150936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROJECT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4IT EXPENSES - WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110064
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0672
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt411589
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt087
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt087
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt087
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05107
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13683
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05107
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02675
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY S BERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195256589
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STERLING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0271480662
ReturnHeader/Filer/PhoneNum09195256589
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 WOLFS COURT
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/ReturnTs02025-05-01T11:19:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$941,162
Liabilities
$0
Net assets
$941,162
Revenue
$33,107
Expenses
$39,785
Net income
-$6,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.04$0.01
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