Civic Intelligence

George and Sara Stern Foundation

990PF • Fiscal year 2017 • EIN 52-6972964

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
31 Rutland StBoston, MA 02118

(561) 699-0571

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$7,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

183%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,611,919

Up $93,198 (+6.1%) from 2016

Net Assets

Up

$1,611,919

Up $93,198 (+6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$236,166

Up $152,862 (+183%) from 2016

Expenses

Up

$142,968

Up $74,171 (+108%) from 2016

Net Income

Up

$93,198

Up $78,691 (+542%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,484,680Liabilities 2011: $02011Assets 2012: $1,433,965Liabilities 2012: $02012Assets 2013: $1,494,167Liabilities 2013: $02013Assets 2014: $1,477,454Liabilities 2014: $02014Assets 2015: $1,504,214Liabilities 2015: $02015Assets 2016: $1,518,721Liabilities 2016: $0Net Assets 2016: $1,518,7212016Assets 2017: $1,611,919Liabilities 2017: $0Net Assets 2017: $1,611,9192017Assets 2018: $1,591,031Liabilities 2018: $0Net Assets 2018: $1,591,0312018Assets 2019: $1,582,892Liabilities 2019: $0Net Assets 2019: $1,582,8922019Assets 2020: $1,608,715Liabilities 2020: $0Net Assets 2020: $1,608,7152020Assets 2021: $1,685,452Liabilities 2021: $0Net Assets 2021: $1,685,4522021Assets 2022: $1,630,541Liabilities 2022: $0Net Assets 2022: $1,630,5412022Assets 2023: $1,533,020Liabilities 2023: $0Net Assets 2023: $1,533,0202023Assets 2024: $1,594,237Liabilities 2024: $0Net Assets 2024: $1,594,2372024

Highlighted filing

2017

Assets$1,611,919
Liabilities$0
Net Assets$1,611,919
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $62,097Expenses 2011: $86,254Net Income 2011: -$24,1572011Revenue 2012: $84,322Expenses 2012: $131,266Net Income 2012: -$46,9442012Revenue 2013: $143,531Expenses 2013: $83,714Net Income 2013: $59,8172013Revenue 2014: $142,553Expenses 2014: $158,116Net Income 2014: -$15,5632014Revenue 2015: $122,726Expenses 2015: $95,889Net Income 2015: $26,8372015Revenue 2016: $83,304Expenses 2016: $68,797Net Income 2016: $14,5072016Revenue 2017: $236,166Expenses 2017: $142,968Net Income 2017: $93,1982017Revenue 2018: $71,734Expenses 2018: $92,622Net Income 2018: -$20,8882018Revenue 2019: $89,398Expenses 2019: $97,537Net Income 2019: -$8,1392019Revenue 2020: $131,288Expenses 2020: $105,465Net Income 2020: $25,8232020Revenue 2021: $198,391Expenses 2021: $121,654Net Income 2021: $76,7372021Revenue 2022: $63,698Expenses 2022: $118,609Net Income 2022: -$54,9112022Revenue 2023: $35,782Expenses 2023: $133,303Net Income 2023: -$97,5212023Revenue 2024: $194,404Expenses 2024: $131,036Net Income 2024: $63,3682024

Highlighted filing

2017

Revenue$236,166
Expenses$142,968
Net Income$93,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A STERNTrustee-$7,000-$7,000
DAVID STERNTrustee-$7,000-$7,000
SUSAN KAUFMANTrustee-$7,000-$7,000
JEFF RUSSELLTrustee-$3,500-$3,500
NORMAN A STERNTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The George and Sara Stern
EIN
52-6972964
Phone
5616990571
Address
31 RUTLAND ST, BOSTON, MA 02118

Signing Officer

Name
Richard a Stern
Title
Trustee
Signed
2018-11-12

Preparer

Firm
Nicholson Michaud & Company
Address
76 SILVER ST, WATERVILLE, ME 04901-6528
Preparer
Erik Nadeau CPA
Phone
2078727077
Raw XML Appendix349 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/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01884501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01776650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01796082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01871056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01788648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01700292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0137037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.279219
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0134729
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0137037
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02308
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0137037
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD A STERN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt056 SAINT BOTOLPH ST APT 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616990571
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF REQUEST AND QUALIFICATION AS A 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD A STERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05616990571
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt056 SAINT BOTOLPH ST APT 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105421
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105421
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/AppliedToCurrentYearAmt091917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0101598
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054905
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137037
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045120
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115153
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070033
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MANAGEMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05416
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05416
TaxesSchedule/TaxesDetail/Amt0515
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD A STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE AND SARA STERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0526972964
ReturnHeader/Filer/PhoneNum05616990571
ReturnHeader/Filer/USAddress/AddressLine1Txt031 RUTLAND ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0729B45219637F5A9855E30987198E84D46F6C7FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A53EFB2B87CC4471F1031D922192E0D4E31DCA61
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.231.217.14
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:59:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010511973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLSON MICHAUD & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 SILVER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0049016528
ReturnHeader/PreparerPersonGrp/PhoneNum02078727077
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02018-11-12T15:59:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,611,919
Liabilities
$0
Net assets
$1,611,919
Revenue
$236,166
Expenses
$142,968
Net income
$93,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.19$0.13$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.04$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.24$0.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.50$0.00$0.12$0.10$0.03
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.14$0.16$0.02
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.14$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.09$0.02