Civic Intelligence

Candis J Stern Charitable Foundation

EIN 47-7001289 • Brooklyn, OH

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$48,494

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.8%

Faster asset growth than 32% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

9.0%

Faster revenue growth than 51% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,786,876

Down $47,556 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,786,876

Down $47,556 (-0.8%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin19th percentile

Revenue

Up

$462,716

Up $38,056 (+9.0%) from 2023

Expenses

Up

$523,729

Up $68,669 (+15%) from 2023

Net Income

Down

-$61,013

Down $30,613 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $2,200,561Liabilities 2015: $02015Assets 2019: $4,810,205Liabilities 2019: $0Net Assets 2019: $4,810,2052019Assets 2020: $4,996,687Liabilities 2020: $0Net Assets 2020: $4,996,6872020Assets 2021: $5,607,603Liabilities 2021: $0Net Assets 2021: $5,607,6032021Assets 2022: $5,865,039Liabilities 2022: $0Net Assets 2022: $5,865,0392022Assets 2023: $5,834,432Liabilities 2023: $0Net Assets 2023: $5,834,4322023Assets 2024: $5,786,876Liabilities 2024: $0Net Assets 2024: $5,786,8762024

Highlighted filing

2024

Assets$5,786,876
Liabilities$0
Net Assets$5,786,876
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,414,313Expenses 2015: $192,548Net Income 2015: $4,221,7652015Revenue 2019: $224,979Expenses 2019: $341,824Net Income 2019: -$116,8452019Revenue 2020: $738,369Expenses 2020: $351,583Net Income 2020: $386,7862020Revenue 2021: $1,372,795Expenses 2021: $476,103Net Income 2021: $896,6922021Revenue 2022: $796,767Expenses 2022: $468,842Net Income 2022: $327,9252022Revenue 2023: $424,660Expenses 2023: $455,060Net Income 2023: -$30,4002023Revenue 2024: $462,716Expenses 2024: $523,729Net Income 2024: -$61,0132024

Highlighted filing

2024

Revenue$462,716
Expenses$523,729
Net Income-$61,013
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,786,876
Liabilities
$0
Net assets
$5,786,876
Revenue
$462,716
Expenses
$523,729
Net income
-$61,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.46$0.52$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.42$0.46$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.80$0.47$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$1.37$0.48$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.74$0.35$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.22$0.34$0.12
2015Summary only. Only limited summary data is available for this year.$2.20$0.00$4.41$0.19$4.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$48,494-$48,494
MAUREEN GRADYAdvisor-$0--
JEAN ROACHAdvisor-$0--
CANDIS J STERNAdvisor-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDONA ANA COUNTY HUMANE SOCIETYGENERAL OPERATINGPCLAS CRUCES, NM, US$25,000
Paid GrantCOMMUNITY FDN OF SOUTHERN NEW MEXICOGENERAL OPERATINGPCLAS CRUCES, NM, US$15,000
Paid GrantSHELDRICK WILDLIFE TRUST USAGENERAL OPERATINGPCLAGUNA HILLS, CA, US$15,000
Paid GrantTHE ELEPHANT SANCTUARYGENERAL OPERATINGPCHOHENWALD, TN, US$15,000
Paid GrantSKYDOG RANCH AND SANCTUARYGENERAL OPERATINGPCMALIBU, CA, US$15,000
Paid GrantACTION PROGRAMS FOR ANIMALSGENERAL OPERATINGPCLAS CRUCES, NM, US$15,000
Paid GrantCENTER FOR BIOLOGICAL DIVERSITY INCGENERAL OPERATINGPCTUCSON, AZ, US$15,000
Paid GrantHUMANE SOCIETY OF HURON VALLEYGENERAL OPERATINGPCANN ARBOR, MI, US$15,000
Paid GrantDHARMAHORSEGENERAL OPERATINGPCLAS CRUCES, NM, US$15,000
Paid GrantDEFENDERS OF WILDLIFEGENERAL OPERATINGPCWASHINGTON, DC, US$15,000
Paid GrantCATS MEOW RESOURCE ADOPTION CENTERGENERAL OPERATINGPCLAS CRUCES, NM, US$15,000
Paid GrantCARE FOR WILDGENERAL OPERATINGPCCAMARILLO, CA, US$15,000
Paid GrantANIMAL LEGAL DEFENSE FUNDGENERAL OPERATINGPCCOTATI, CA, US$15,000
Paid GrantSPAY AND NEUTER ACTION PROGRAMGENERAL OPERATINGPCLAS CRUCES, NM, US$15,000
Paid GrantPROJECT COYOTEGENERAL OPERATINGPCLARKSPUR, CA, US$12,000
Paid GrantRICHLAND ANIMAL RESCUEGENERAL OPERATINGPCRICHLAND, MI, US$12,000
Paid GrantTHE STREET DOG COALITIONGENERAL OPERATINGPCFORT COLLINS, CO, US$12,000
Paid GrantPAD FOR PAWS FOUNDATIONGENERAL OPERATINGPCHELENA, MT, US$12,000
Paid GrantWISCONSIN HUMANE SOCIETYGENERAL OPERATINGPCMILWAUKEE, WI, US$12,000
Paid GrantTURTLE MOUNTAIN ANIMAL RESCUEGENERAL OPERATINGPCROLLA, ND, US$12,000
Paid GrantHERE TODAY ADOPTED TOMORROWGENERAL OPERATINGPCBRIMFIELD, MA, US$12,000
Paid GrantPETS FOR PATRIOTS INCGENERAL OPERATINGPCLONG BEACH, NY, US$12,000
Paid GrantRAPTOR EDUCATION GROUP INCGENERAL OPERATINGPCANTIGO, WI, US$12,000
Paid GrantFARM SANCTUARY INCGENERAL OPERATINGPCWATKINS GLEN, NY, US$12,000
Paid GrantANIMAL PROTECTION OF NEW MEXICO INCGENERAL OPERATINGPCALBUQUERQUE, NM, US$12,000
Paid GrantCANINE LIBERATION LEAGUEGENERAL OPERATINGPCANN ARBOR, MI, US$12,000
Paid GrantRANCHO COASTAL HUMANE SOCIETYGENERAL OPERATINGPCENCINITAS, CA, US$12,000
Paid GrantSAFE HAVEN ANIMAL SANCTUARYGENERAL OPERATINGPCLAS CRUCES, NM, US$12,000
Paid GrantSHARKGENERAL OPERATINGPCMALIBU, CA, US$10,000
Paid GrantCHAPMAN UNIVERSITY -THE LOON PROJECTTHE LOON PROJECTPCORANGE, CA, US$10,000
Paid GrantATTORNEYS FOR ANIMALSGENERAL OPERATINGPCCANTON, MI, US$10,000
Paid GrantWILDLIFE FOR ALLGENERAL OPERATINGPCPENA BLANCA, NM, US$9,500
Paid GrantBEST FRIENDS ANIMAL SOCIETYGENERAL OPERATINGPCKANAB, UT, US$8,000
Paid GrantELEPHANTVOICESGENERAL OPERATINGPCSAN FRANCISCO, CA, US$8,000
Paid GrantFOREVER HOMES ANIMAL RESCUEGENERAL OPERATINGPCALAMOGORDO, NM, US$8,000
Paid GrantAMARA CONSERVATION LTDGENERAL OPERATINGPCANN ARBOR, MI, US$7,500
Paid GrantNATURE'S NURSERY FOR WILDLIFE REHABILITATION AND CONSERVATIONGENERAL OPERATINGPCWHITEHOUSE, OH, US$5,000
Filing and Contact Details

Filer

Filer Name
Candis J Stern Charitable Foundation
EIN
47-7001289
Phone
7347477974
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
7347477974
Signed
2025-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 1,299 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10136266G107 GE HEALTHCARE TECHNO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1034812C0381 JPMORGAN CORE BOND F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10449177J102 KENVUE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105550021109 LULULEMON ATHLETICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10669331C108 PG&E CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10774926P316 RBC EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108872590104 T-MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10991324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110949746101 WELLS FARGO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11198980G102 ZSCALER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112G7997R103 SEAGATE TECHNOLOGY H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113G8473T100 STERIS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114H8817H100 TRANSOCEAN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0197451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt266554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3109875
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2031938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21149705
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28425444
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35350460
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0189615
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt073101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0262716
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0262716
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt073101
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012123
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048494
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0464000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0464000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0188628
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0189615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-61013
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0514702
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt073101

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