Civic Intelligence

Richard and Judith Stern Family Foundation

EIN 36-4159217 • Northbrook, IL

627 Landwehr RoadNorthbrook, IL 60062
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

2.8%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Up

$1,684,145

Up $46,140 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,684,145

Up $46,140 (+2.8%) from 2023

Revenue

Down

$98,783

Down $48,021 (-33%) from 2023

Expenses

Down

$52,643

Down $63,126 (-55%) from 2023

Net Income

Up

$46,140

Up $15,105 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $362,992Liabilities 2020: $0Net Assets 2020: $362,9922020Assets 2021: $266,983Liabilities 2021: $0Net Assets 2021: $266,9832021Assets 2022: $1,607,370Liabilities 2022: $400Net Assets 2022: $1,606,9702022Assets 2023: $1,638,005Liabilities 2023: $0Net Assets 2023: $1,638,0052023Assets 2024: $1,684,145Liabilities 2024: $0Net Assets 2024: $1,684,1452024

Highlighted filing

2024

Assets$1,684,145
Liabilities$0
Net Assets$1,684,145

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $548Expenses 2020: $102,728Net Income 2020: -$102,1802020Revenue 2021: $16Expenses 2021: $96,025Net Income 2021: -$96,0092021Revenue 2022: $1,446,417Expenses 2022: $106,430Net Income 2022: $1,339,9872022Revenue 2023: $146,804Expenses 2023: $115,769Net Income 2023: $31,0352023Revenue 2024: $98,783Expenses 2024: $52,643Net Income 2024: $46,1402024

Highlighted filing

2024

Revenue$98,783
Expenses$52,643
Net Income$46,140

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D STERNSecretary-$0--
JEFFREY S STERNDirector-$0--
ROBIN STERNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Judith Stern Family Foundation
EIN
36-4159217
In Care Of
% FRIEDMAN & HUEY
Phone
3127872203
Address
627 LANDWEHR ROAD, NORTHBROOK, IL 60062

Signing Officer

Name
Jeffrey Stern
Title
Officer
Phone
7087996800
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
20940 S FRANKFORT SQUARE RD, FRANKFORT, IL 60423
Preparer
Robert Jacobson
Phone
7087996800
Raw XML Appendix387 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/AddressLine1Txt14245 NORTH FAIRFAX DRIVE SUITE 100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53009 VISTAVALLEY CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6333 EAST 47th STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7111 SOUTH MICHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8605 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92001 NORTH CLARK STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126054 S DREXEL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131250 24th STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 3489
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LIBERTYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EVANSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11WESTBURY
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040590
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048751
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040590
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048751
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010585
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19478
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02575
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12022 FEDERAL EXTENSION
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND JUDITH STERN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0364159217
ReturnHeader/Filer/InCareOfNm0% FRIEDMAN & HUEY
ReturnHeader/Filer/PhoneNum03127872203
ReturnHeader/Filer/USAddress/AddressLine1Txt0627 LANDWEHR ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020940 S FRANKFORT SQUARE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT JACOBSON
ReturnHeader/ReturnTs02025-04-29T10:30:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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