Civic Intelligence

Joan B Stone Foundation

EIN 30-6670664 • Pennington, NJ

PO Box 1532Pennington, NJ 08534-0691
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

58%

Higher net margin than 73% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$22,568

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

3.0%

Faster asset growth than 55% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

238%

Faster revenue growth than 85% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,427,929

Up $41,391 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,427,929

Up $41,391 (+3.0%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin73rd percentile

Revenue

Up

$220,243

Up $155,141 (+238%) from 2023

Expenses

Up

$91,611

Up $9,639 (+12%) from 2023

Net Income

Up

$128,632

Up $145,502 (+862%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,609,766Liabilities 2020: $0Net Assets 2020: $1,609,7662020Assets 2021: $1,435,144Liabilities 2021: $0Net Assets 2021: $1,435,1442021Assets 2022: $1,403,493Liabilities 2022: $0Net Assets 2022: $1,403,4932022Assets 2023: $1,386,538Liabilities 2023: $0Net Assets 2023: $1,386,5382023Assets 2024: $1,427,929Liabilities 2024: $0Net Assets 2024: $1,427,9292024

Highlighted filing

2024

Assets$1,427,929
Liabilities$0
Net Assets$1,427,929
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,554,779Expenses 2020: $12,144Net Income 2020: $1,542,6352020Revenue 2021: $99,544Expenses 2021: $74,644Net Income 2021: $24,9002021Revenue 2022: $73,523Expenses 2022: $105,365Net Income 2022: -$31,8422022Revenue 2023: $65,102Expenses 2023: $81,972Net Income 2023: -$16,8702023Revenue 2024: $220,243Expenses 2024: $91,611Net Income 2024: $128,6322024

Highlighted filing

2024

Revenue$220,243
Expenses$91,611
Net Income$128,632
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,427,929
Liabilities
$0
Net assets
$1,427,929
Revenue
$220,243
Expenses
$91,611
Net income
$128,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.22$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.55$0.01$1.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$22,568-$22,568
Filing and Contact Details

Filer

Filer Name
Joan B Stone Foundation
EIN
30-6670664
Phone
2128523069
Address
PO BOX 1532, PENNINGTON, NJ 08534-0691

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523069
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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