Civic Intelligence

Joseph Stern & Ruth E Stern Foundation

990PF • Fiscal year 2021 • EIN 34-6557729

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 09, 2022

Organization Profile
22508 Charlestown DriveCalabasas, CA 91302

(818) 222-2624

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • 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

30th percentile

-5.2%

Higher net margin than 30% 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

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

48th percentile

1.4%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$295,771

Down $1,063 (-0.4%) from 2020

Net Assets

Down

$295,771

Down $1,063 (-0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Up

$20,629

Up $282 (+1.4%) from 2020

Expenses

Down

$21,692

Down $11,100 (-34%) from 2020

Net Income

Up

-$1,063

Up $11,382 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2012: $334,008Liabilities 2012: $0Net Assets 2012: $334,0082012Assets 2013: $322,213Liabilities 2013: $0Net Assets 2013: $322,2132013Assets 2014: $317,586Liabilities 2014: $0Net Assets 2014: $317,5862014Assets 2015: $316,862Liabilities 2015: $4,000Net Assets 2015: $312,8622015Assets 2016: $319,961Liabilities 2016: $4,001Net Assets 2016: $315,9602016Assets 2017: $314,505Liabilities 2017: $0Net Assets 2017: $314,5052017Assets 2018: $309,413Liabilities 2018: $0Net Assets 2018: $309,4132018Assets 2019: $309,554Liabilities 2019: $0Net Assets 2019: $309,5542019Assets 2020: $296,834Liabilities 2020: $0Net Assets 2020: $296,8342020Assets 2021: $295,771Liabilities 2021: $0Net Assets 2021: $295,7712021Assets 2022: $292,031Liabilities 2022: $0Net Assets 2022: $292,0312022Assets 2024: $282,288Liabilities 2024: $0Net Assets 2024: $282,2882024

Highlighted filing

2021

Assets$295,771
Liabilities$0
Net Assets$295,771
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

$40K$20K$0-$20KExpenses 2012: $7,3532012Revenue 2013: -$9,210Expenses 2013: $2,585Net Income 2013: -$11,7952013Revenue 2014: $16,563Expenses 2014: $21,190Net Income 2014: -$4,6272014Revenue 2015: $19,277Expenses 2015: $24,001Net Income 2015: -$4,7242015Revenue 2016: $24,921Expenses 2016: $21,823Net Income 2016: $3,0982016Revenue 2017: $19,182Expenses 2017: $19,993Net Income 2017: -$8112017Revenue 2018: $20,014Expenses 2018: $23,282Net Income 2018: -$3,2682018Revenue 2019: $19,869Expenses 2019: $19,669Net Income 2019: $2002019Revenue 2020: $20,347Expenses 2020: $32,792Net Income 2020: -$12,4452020Revenue 2021: $20,629Expenses 2021: $21,692Net Income 2021: -$1,0632021Revenue 2022: $21,527Expenses 2022: $25,267Net Income 2022: -$3,7402022Revenue 2024: $200Expenses 2024: $19,476Net Income 2024: -$19,2762024

Highlighted filing

2021

Revenue$20,629
Expenses$21,692
Net Income-$1,063
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig SternTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Ruth E Stern Foundation
EIN
34-6557729
Phone
8182222624
Address
22508 Charlestown Drive, Calabasas, CA 91302

Signing Officer

Name
Craig Stern
Title
Trustee
Signed
2022-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Gary G Cohen & Associates Inc
Address
9100 Wilshire Blvd Ste 305East, Beverly Hills, CA 90212
Preparer
Gary Cohen
Phone
3103851500
Raw XML Appendix334 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Craig Stern
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Provide food and shelter for children and senior citizens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Research and treatment of children with cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Fund to help grant sick children's wishes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Provide temporary housing for families of hospitalized military members
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Grant for therapeutic intervention for Veterans and active-duty military personnel by teaching those with Post-Traumatic Stress Disorder (PTSD) to train service dogs for their comrades with combat-related injuries.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Grant to protect the water systems of the planet, marine and fresh water.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Grant for school programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Provide local law enforcement equipment needs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support the Los Angeles Zoo in its mission to nurture wildlife and enrich the human experience.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Provide effective means for the prevention of cruelty to animals throughout the United States
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Animal protection organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Provide Assistance to injured warriors as they undergo rehabilitation and return to civilian life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12supports Gold star families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13leukemia lymphomaresearch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Provide opportimities for kids to succeed
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Provide service dogs for veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16committed to saving draft horses from slaughter, abuse, and neglect
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17advocacy group that creates videos promoting a conservative viewpoint on various political, economic, and sociological topics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Support economic development and education efforts in Kentucky.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Provides assistance to victims of domestic abuse.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134929 Wilshire Blvd 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1463675 E SaddleBrooke Blvd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rohnert Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Steubenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Westlake Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Topeka
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Ticson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Catlett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Mount Airy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Sherman Oaks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18Frankfort
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19Studio City
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910128
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1166675
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1390010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1485739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1520119
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1840601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1991604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019277
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09445
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010868
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01423
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010868
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09445
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0492
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0foreign tax weithheld
TaxesSchedule/TaxesDetail/CategoryTxt1other taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0492
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Stern
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph & Ruth E Stern Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0346557729
ReturnHeader/Filer/PhoneNum08182222624
ReturnHeader/Filer/USAddress/AddressLine1Txt022508 Charlestown Drive
ReturnHeader/Filer/USAddress/CityNm0Calabasas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383864384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY G COHEN & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 Wilshire Blvd Ste 305East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beverly Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090212
ReturnHeader/PreparerPersonGrp/PhoneNum03103851500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Cohen
ReturnHeader/ReturnTs02022-08-14T16:12:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Craig
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stern
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
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
$295,771
Liabilities
$0
Net assets
$295,771
Revenue
$20,629
Expenses
$21,692
Net income
-$1,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.00$0.19$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.22$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.20$0.33$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.20$0.20$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.20$0.23$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.19$0.20$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.04$3.16$0.25$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.04$3.13$0.19$0.24$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.17$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.09$0.03$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.07