Civic Intelligence

Sol Stern and Rose Stern Charitable Trust

990PF • Fiscal year 2012 • EIN 27-6309356

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 19, 2013

114 29th Avenue South37212
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

78th percentile

$11,135

Higher top officer pay than 78% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,515,944

No earlier filing loaded for comparison.

Net Assets

$1,515,944

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$83,256

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,515,944Liabilities 2012: $0Net Assets 2012: $1,515,9442012Assets 2013: $1,480,149Liabilities 2013: $0Net Assets 2013: $1,480,1492013Assets 2014: $1,440,219Liabilities 2014: $0Net Assets 2014: $1,440,2192014Assets 2016: $1,405,282Liabilities 2016: $0Net Assets 2016: $1,405,2822016Assets 2017: $1,317,902Liabilities 2017: $0Net Assets 2017: $1,317,9022017Assets 2018: $1,355,011Liabilities 2018: $0Net Assets 2018: $1,355,0112018Assets 2019: $1,263,284Liabilities 2019: $0Net Assets 2019: $1,263,2842019Assets 2020: $1,189,401Liabilities 2020: $0Net Assets 2020: $1,189,4012020Assets 2021: $1,418,759Liabilities 2021: $0Net Assets 2021: $1,418,7592021Assets 2022: $1,306,277Liabilities 2022: $0Net Assets 2022: $1,306,2772022Assets 2025: $1,434,925Liabilities 2025: $0Net Assets 2025: $1,434,9252025

Highlighted filing

2012

Assets$1,515,944
Liabilities$0
Net Assets$1,515,944

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $83,2562012Revenue 2013: $70,401Expenses 2013: $104,194Net Income 2013: -$33,7932013Revenue 2014: $88,081Expenses 2014: $126,932Net Income 2014: -$38,8512014Revenue 2016: $89,115Expenses 2016: $134,052Net Income 2016: -$44,9372016Revenue 2017: $51,348Expenses 2017: $138,728Net Income 2017: -$87,3802017Revenue 2018: $185,528Expenses 2018: $148,419Net Income 2018: $37,1092018Revenue 2019: $68,701Expenses 2019: $155,168Net Income 2019: -$86,4672019Revenue 2020: $83,322Expenses 2020: $157,205Net Income 2020: -$73,8832020Revenue 2021: $356,729Expenses 2021: $127,371Net Income 2021: $229,3582021Revenue 2022: $53,616Expenses 2022: $166,098Net Income 2022: -$112,4822022Revenue 2025: $269,678Expenses 2025: $224,009Net Income 2025: $45,6692025

Highlighted filing

2012

Revenue-
Expenses$83,256
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH R KRAFTTrustee-$11,135-$11,135
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONGREGATION SHERITH ISRAELCHARITABLE-RELIGIOUSTAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$25,000
Paid GrantAKIVA SCHOOLCHARITABLE-EDUCATIONTAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$17,500
Paid GrantSECOND HARVEST FOOD BANKCHARITABLETAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$10,000
Paid GrantGORDON JEWISH COMMUNITY CENTERCHARITABLETAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$6,000
Paid GrantJEWISH FEDERATIONCHARITABLECHARITABLE-RELIGIOUSTAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$5,000
Paid GrantJEWISH FAMILY SERVICESCHARITABLETAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$5,000
Paid GrantCOUNCIL ON AGINGCHARITABLETAX-EXEMPT 501(c)(3)NASHVILLE, TN, US$1,000
Filing and Contact Details

Filer

EIN
27-6309356
Raw XML Appendix350 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02611
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01403870
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0STEPHENS INC. INVESTMENT ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01795437
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome060888
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-07-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0.67 SH. DUKE ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1.33 SH. KRAFT FOODS GROUP INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2.98 SH. PENTAIR INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset335,000 BOND MADISON TENN GO ULT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset435,000 BOND RUTHERFORD CNTY TN
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IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KENNETH R KRAFT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10114 29TH AVENUE SOUTH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CONGREGATION SHERITH ISRAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AKIVA SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12JEWISH FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COUNCIL ON AGING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SECOND HARVEST FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15GORDON JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16JEWISH FAMILY SERVICES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4TAX-EXEMPT 501(c)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103600 WEST END AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11809 PERCY WARNER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12801 PERCY WARNER BLVD STE 102
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1395 WHITE BRIDGE RD STE 114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14331 GREAT CIRCLE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15801 PERCY WARNER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16801 PERCY WARNER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode237205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode337205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode437228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode537205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode637205
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear069500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear05734
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1063766
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094340
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions069500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY088606
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear063766
OtherDecreasesSchedule/OtherDecreases/Amount0768
OtherDecreasesSchedule/OtherDecreases/Description0INCOME TAX
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherIncreasesSchedule/OtherIncreases/Amount0249
OtherIncreasesSchedule/OtherIncreases/Description0INCOME TAX REFUND
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276309356
ReturnHeader/Filer/Name/BusinessNameLine10SOL STERN AND ROSE STERN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SOLS
ReturnHeader/Filer/Phone06152443991
ReturnHeader/Filer/USAddress/AddressLine10114 29TH AVENUE SOUTH
ReturnHeader/Filer/USAddress/City0NASHVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037212
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-19
ReturnHeader/Officer/Name0KENNETH R KRAFT
ReturnHeader/Officer/Phone06152443991
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0621002003
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Kraft & Company PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10114 29th Avenue South
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Nashville
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037212
ReturnHeader/Preparer/Name0J Michael Sullivan
ReturnHeader/Preparer/Phone06152443991
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-15T16:59:56-06:00

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