Civic Intelligence

Alexander William Stearn Foundation Inc.

990PF • Fiscal year 2023 • EIN 52-1457719

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 11, 2023

Organization Profile
10052 Oakley CourtVienna, VA 22181

(727) 785-7969

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-83%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-29%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,046,329

Down $23,660 (-2.2%) from 2022

Net Assets

Down

$1,046,329

Down $23,660 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$28,501

Down $11,718 (-29%) from 2022

Expenses

Up

$52,161

Up $11,172 (+27%) from 2022

Net Income

Down

-$23,660

Down $22,890 (-2973%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $992,287Liabilities 2011: $02011Assets 2012: $935,434Liabilities 2012: $02012Assets 2013: $933,130Liabilities 2013: $4092013Assets 2014: $924,981Liabilities 2014: $02014Assets 2019: $930,156Liabilities 2019: $02019Assets 2020: $860,633Liabilities 2020: $02020Assets 2021: $1,072,393Liabilities 2021: $1,634Net Assets 2021: $1,070,7592021Assets 2022: $1,069,989Liabilities 2022: $0Net Assets 2022: $1,069,9892022Assets 2023: $1,046,329Liabilities 2023: $0Net Assets 2023: $1,046,3292023Assets 2024: $1,103,440Liabilities 2024: $0Net Assets 2024: $1,103,4402024Assets 2025: $1,131,274Liabilities 2025: $0Net Assets 2025: $1,131,2742025

Highlighted filing

2023

Assets$1,046,329
Liabilities$0
Net Assets$1,046,329
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $37,083Expenses 2011: $67,954Net Income 2011: -$30,8712011Revenue 2012: $9,865Expenses 2012: $66,718Net Income 2012: -$56,8532012Revenue 2013: $63,738Expenses 2013: $66,451Net Income 2013: -$2,7132013Revenue 2014: $51,258Expenses 2014: $58,998Net Income 2014: -$7,7402014Revenue 2019: $40,249Expenses 2019: $55,593Net Income 2019: -$15,3442019Revenue 2020: -$23,911Expenses 2020: $45,612Net Income 2020: -$69,5232020Revenue 2021: $253,632Expenses 2021: $43,506Net Income 2021: $210,1262021Revenue 2022: $40,219Expenses 2022: $40,989Net Income 2022: -$7702022Revenue 2023: $28,501Expenses 2023: $52,161Net Income 2023: -$23,6602023Revenue 2024: $113,801Expenses 2024: $56,690Net Income 2024: $57,1112024Revenue 2025: $95,288Expenses 2025: $67,454Net Income 2025: $27,8342025

Highlighted filing

2023

Revenue$28,501
Expenses$52,161
Net Income-$23,660
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE FIREYPresidentPT$0--
KAREN R MULLINSVice President-$0--
DOUG HARRISSecretary-$0--
ANDREA USIAKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alexander William Stearn
EIN
52-1457719
Phone
7277857969
Address
10052 OAKLEY COURT, VIENNA, VA 22181

Signing Officer

Name
Jeanne Firey
Title
President
Phone
7277857969
Signed
2023-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Gross Mendelsohn & Associates Pa
Address
1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230
Preparer
James E Crisp
Phone
4106855512
Raw XML Appendix356 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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDES SCHOLARSHIP GRANTS TO ENABLE HIGH SCHOOL GRADUATES TO OBTAIN A COLLEGE EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045675
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST INFORMATION FROM THE FOUNDATION AS TO THE REQUIREMENTS FOR SUBMISSION OF AN APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JEANNE FIREY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07034248420
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010052 OAKLEY COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VIENNA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd022181
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS ARE LIMITED TO GRADUATING SENIORS OF LAKE CLIFTON SENIOR HIGH SCHOOL IN BALTIMORE, MARYLAND OR OTHER EDUCATION BASED TAX EXEMPT ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES EXIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOWIE STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MORGAN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TOWSON UNVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014000 JERICHO PARK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11700 EAST COLD SPRING LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28000 YORK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOWIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TOWSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121251
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221252
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt033076
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012599
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021053
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012599
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04544
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCISE TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04234
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINSTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06176
TaxesSchedule/TaxesDetail/Amt0310
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE FIREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07277857969
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDER WILLIAM STEARN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0521457719
ReturnHeader/Filer/PhoneNum07277857969
ReturnHeader/Filer/USAddress/AddressLine1Txt010052 OAKLEY COURT
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022181
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520982413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSS MENDELSOHN & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PORTER STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021230
ReturnHeader/PreparerPersonGrp/PhoneNum04106855512
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E CRISP
ReturnHeader/ReturnTs02023-12-11T09:44:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FIREY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,046,329
Liabilities
$0
Net assets
$1,046,329
Revenue
$28,501
Expenses
$52,161
Net income
-$23,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.11$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.25$0.04$0.21
2020Summary only. Only limited summary data is available for this year.$0.86$0.00$0.02$0.05$0.07
2019Summary only. Only limited summary data is available for this year.$0.93$0.00$0.04$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$0.06$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.01$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.07$0.03