Civic Intelligence

George and Sara Stern Foundation

990PF • Fiscal year 2019 • EIN 52-6972964

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 31, 2020

Organization Profile
31 Rutland St Unit 1Boston, MA 02118

(561) 699-0571

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

26th percentile

-9.1%

Higher net margin than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,582,892

Down $8,139 (-0.5%) from 2018

Net Assets

Down

$1,582,892

Down $8,139 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin26th percentile

Revenue

Up

$89,398

Up $17,664 (+25%) from 2018

Expenses

Up

$97,537

Up $4,915 (+5.3%) from 2018

Net Income

Up

-$8,139

Up $12,749 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$1,582,892
Liabilities$0
Net Assets$1,582,892
Open 2019 Filing

Operations Trend

Revenue Growth78th 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

2019

Revenue$89,398
Expenses$97,537
Net Income-$8,139
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 31, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay46th 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
Filing and Contact Details

Filer

Filer Name
The George and Sara Stern
EIN
52-6972964
Phone
5616990571
Address
31 RUTLAND ST UNIT 1, BOSTON, MA 02118

Signing Officer

Name
Richard a Stern
Title
Trustee
Signed
2020-10-31

Preparer

Firm
Nicholson Michaud & Company
Address
76 SILVER ST, WATERVILLE, ME 04901-6528
Preparer
Erik Nadeau CPA
Phone
2078727077
Raw XML Appendix324 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/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt031 RUTLAND ST UNIT 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002118
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/AddressLine1Txt031 RUTLAND ST UNIT 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE 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/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060581
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/AppliedToCurrentYearAmt090335
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01573
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090335
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089098
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091546
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MANAGEMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAVEL AND MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03754
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03754
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07031
TaxesSchedule/TaxesDetail/Amt0171
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDRERAL EXCISE TAX PAYMENTS
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD A STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-31
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 UNIT 1
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0729B45219637F5A9855E30987198E84D46F6C7FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06106A9C3309A20B8DA400A6EF4EF729DE323A4EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.231.217.14
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:58:50
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02020-11-10T09:58:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,582,892
Liabilities
$0
Net assets
$1,582,892
Revenue
$89,398
Expenses
$97,537
Net income
-$8,139
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