Civic Intelligence

True North Foundation (Fka Stertzer Family Charitable Fndtn)

990PF • Fiscal year 2021 • EIN 31-1576310

Jan 01, 2021 to Oct 06, 2021 • Filed on Feb 23, 2022

Organization Profile
14 Brams Point RoadHilton Head, SC 29926

(614) 565-7199

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

262%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $202,269 (-100%) from 2020

Net Assets

Down

$0

Down $202,269 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$156,559

Up $113,338 (+262%) from 2020

Expenses

Down

$7,341

Down $89,711 (-92%) from 2020

Net Income

Up

$149,218

Up $203,049 (+377%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $643,471Liabilities 2010: $0Net Assets 2010: $643,4712010Assets 2011: $603,929Liabilities 2011: $0Net Assets 2011: $603,9292011Assets 2012: $609,263Liabilities 2012: $0Net Assets 2012: $609,2632012Assets 2013: $551,249Liabilities 2013: $0Net Assets 2013: $551,2492013Assets 2016: $401,637Liabilities 2016: $0Net Assets 2016: $401,6372016Assets 2017: $348,014Liabilities 2017: $0Net Assets 2017: $348,0142017Assets 2018: $293,448Liabilities 2018: $0Net Assets 2018: $293,4482018Assets 2019: $256,100Liabilities 2019: $0Net Assets 2019: $256,1002019Assets 2020: $202,269Liabilities 2020: $0Net Assets 2020: $202,2692020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KExpenses 2010: $64,2382010Expenses 2011: $66,9592011Expenses 2012: $65,4482012Revenue 2013: $29,051Expenses 2013: $90,346Net Income 2013: -$61,2952013Revenue 2016: $34,432Expenses 2016: $103,944Net Income 2016: -$69,5122016Revenue 2017: $40,968Expenses 2017: $94,361Net Income 2017: -$53,3932017Revenue 2018: $37,938Expenses 2018: $92,504Net Income 2018: -$54,5662018Revenue 2019: $40,689Expenses 2019: $81,041Net Income 2019: -$40,3522019Revenue 2020: $43,221Expenses 2020: $97,052Net Income 2020: -$53,8312020Revenue 2021: $156,559Expenses 2021: $7,341Net Income 2021: $149,2182021

Highlighted filing

2021

Revenue$156,559
Expenses$7,341
Net Income$149,218
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Oct 6, 2021
Signed
Feb 23, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN R STERTZERTrustee-$0--
CAROL W STERTZERTrustee-$0--
ROBERT E WARWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
True North Foundation
EIN
31-1576310
Phone
6145657199
Address
14 Brams Point Road, Hilton Head, SC 29926

Signing Officer

Name
Brian Stertzer
Title
President
Phone
6145657199
Signed
2022-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Wealthstone Tax Advisors
Address
5000 Horizons Drive, Columbus, OH 43220
Preparer
Michael C Cobetto
Phone
6146558850
Raw XML Appendix314 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129926
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05225
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/AppliedToCurrentYearAmt03567
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252467
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061464
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01658
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0320525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0318867
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION HAS LIQUIDATED ALL ASSETS IN THE AMERITAS ACCOUNT. TOTAL CASH IN THE AMOUNT OF $351,487 WAS CONTRIBUTED TO THE SCHWAB CHARITABLE DONOR ADVISED FUND AT PO BOX 628298 ORLANDO, FL 32862. THE FINAL DISTRIBUTION OF ALL CASH WAS MADE ON 6/3/21 IN THE AMOUNT OF $701.47. THE FOUNDATION HAS NOW CEASED TO EXIST.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0351487
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LIQUIDATING DISTRIBUTION TO SCHWAB CHARITABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02116
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Stertzer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06145657199
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0True North Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(FKA Stertzer Family Charitable Fnd)
ReturnHeader/Filer/BusinessNameControlTxt0TRUE
ReturnHeader/Filer/EIN0311576310
ReturnHeader/Filer/PhoneNum06145657199
ReturnHeader/Filer/USAddress/AddressLine1Txt014 Brams Point Road
ReturnHeader/Filer/USAddress/CityNm0Hilton Head
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029926
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311070500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEALTHSTONE TAX ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 Horizons Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06146558850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Cobetto
ReturnHeader/ReturnTs02022-03-02T11:04:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stertzer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-10-06
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$156,559
Expenses
$7,341
Net income
$149,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.57$0.07$1.49
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.43$0.97$0.54
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.41$0.81$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.38$0.93$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.41$0.94$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.34$1.04$0.70
2013Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.29$0.90$0.61
2012Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.65
2011Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.67
2010Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.64