Civic Intelligence

The Stone Family Charitable Foundation

990PF • Fiscal year 2013 • EIN 45-0895839

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 31, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,005,539

Up $14,955 (+1.5%) from 2012

Net Assets

Up

$1,005,539

Up $14,955 (+1.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin71st percentile

Revenue

$85,957

No earlier filing loaded for comparison.

Expenses

Up

$71,002

Up $1,914 (+2.8%) from 2012

Net Income

$14,955

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $989,408Liabilities 2011: $02011Assets 2012: $990,584Liabilities 2012: $0Net Assets 2012: $990,5842012Assets 2013: $1,005,539Liabilities 2013: $0Net Assets 2013: $1,005,5392013Assets 2014: $996,427Liabilities 2014: $0Net Assets 2014: $996,4272014Assets 2015: $1,014,022Liabilities 2015: $0Net Assets 2015: $1,014,0222015Assets 2016: $1,036,689Liabilities 2016: $0Net Assets 2016: $1,036,6892016Assets 2017: $1,055,652Liabilities 2017: $0Net Assets 2017: $1,055,6522017Assets 2018: $971,140Liabilities 2018: $0Net Assets 2018: $971,1402018Assets 2019: $1,011,297Liabilities 2019: $0Net Assets 2019: $1,011,2972019Assets 2020: $2,055,537Liabilities 2020: $0Net Assets 2020: $2,055,5372020Assets 2021: $2,143,173Liabilities 2021: $0Net Assets 2021: $2,143,1732021Assets 2022: $2,094,170Liabilities 2022: $0Net Assets 2022: $2,094,1702022Assets 2023: $2,025,575Liabilities 2023: $0Net Assets 2023: $2,025,5752023Assets 2024: $2,000,496Liabilities 2024: $0Net Assets 2024: $2,000,4962024

Highlighted filing

2013

Assets$1,005,539
Liabilities$0
Net Assets$1,005,539
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,000,043Expenses 2011: $10,635Net Income 2011: $989,4082011Expenses 2012: $69,0882012Revenue 2013: $85,957Expenses 2013: $71,002Net Income 2013: $14,9552013Revenue 2014: $58,551Expenses 2014: $67,663Net Income 2014: -$9,1122014Revenue 2015: $67,282Expenses 2015: $49,687Net Income 2015: $17,5952015Revenue 2016: $54,469Expenses 2016: $31,802Net Income 2016: $22,6672016Revenue 2017: $72,334Expenses 2017: $53,371Net Income 2017: $18,9632017Revenue 2018: -$7,628Expenses 2018: $76,884Net Income 2018: -$84,5122018Revenue 2019: $81,010Expenses 2019: $40,853Net Income 2019: $40,1572019Revenue 2020: $1,131,175Expenses 2020: $86,935Net Income 2020: $1,044,2402020Revenue 2021: $189,285Expenses 2021: $101,649Net Income 2021: $87,6362021Revenue 2022: $52,469Expenses 2022: $101,472Net Income 2022: -$49,0032022Revenue 2023: $77,713Expenses 2023: $146,308Net Income 2023: -$68,5952023Revenue 2024: $86,557Expenses 2024: $111,636Net Income 2024: -$25,0792024

Highlighted filing

2013

Revenue$85,957
Expenses$71,002
Net Income$14,955
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 31, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret StonePres / Director / Sec-$0--
Mark StoneVP / Director-$0--
Filing and Contact Details

Filer

EIN
45-0895839
In Care Of
% c/o Foundation Source
Phone
8008391754

Signing Officer

Name
Margaret E Stone
Title
President
Phone
8008391754
Signed
2014-03-31
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix345 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/PersonNm0Margaret Stone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mark Stone
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARGARET STONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARK STONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medication and The Getaway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COACH Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2LCSW Funding Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Sibling Bereavement Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Sibling Bereavement Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10DRAGONFLY FOREST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11NATIONAL ABILITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12PEACE HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13PETERS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101100 E HECTOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 682799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 682141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13150 N RADNOR CHESTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1434TH ST CIVIC CENTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CONSHOHOCKEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode019428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode184068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode284068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode319087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode419104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048875
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02019
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062364
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013489
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026073
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18338
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GENERAL ADMINISTRATION SVCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08338
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2013
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret E Stone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Stone Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0450895839
ReturnHeader/Filer/InCareOfNm0% c/o Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine20Suite 123
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-05-06T11:00:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,005,539
Liabilities
$0
Net assets
$1,005,539
Revenue
$85,957
Expenses
$71,002
Net income
$14,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.11$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.19$0.10$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$1.13$0.09$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.08$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.08$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.07$0.05$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.05$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$1.00$0.01$0.99
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits