Civic Intelligence

William a Stern Foundation

990PF • Fiscal year 2023 • EIN 56-1841856

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 15, 2024

P O Box 9755Greensboro, NC 27429

(336) 274-4129

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

212%

Higher net margin than 99% 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.

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

Asset Growth

89th percentile

38%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Up

$2,048,804

Up $564,319 (+38%) from 2022

Net Assets

Up

$2,048,804

Up $564,319 (+38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$121,614

Down $163,107 (-393%) from 2022

Expenses

Up

$135,927

Up $22,087 (+19%) from 2022

Net Income

Down

-$257,541

Down $185,194 (-256%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,446,537Liabilities 2010: $0Net Assets 2010: $1,446,5372010Assets 2011: $1,485,943Liabilities 2011: $02011Assets 2012: $1,613,178Liabilities 2012: $0Net Assets 2012: $1,613,1782012Assets 2013: $1,883,636Liabilities 2013: $0Net Assets 2013: $1,883,6362013Assets 2014: $1,678,444Liabilities 2014: $0Net Assets 2014: $1,678,4442014Assets 2015: $1,443,577Liabilities 2015: $0Net Assets 2015: $1,443,5772015Assets 2016: $1,406,428Liabilities 2016: $0Net Assets 2016: $1,406,4282016Assets 2017: $1,438,666Liabilities 2017: $0Net Assets 2017: $1,438,6662017Assets 2018: $1,541,528Liabilities 2018: $0Net Assets 2018: $1,541,5282018Assets 2019: $1,577,516Liabilities 2019: $0Net Assets 2019: $1,577,5162019Assets 2020: $1,611,284Liabilities 2020: $0Net Assets 2020: $1,611,2842020Assets 2021: $1,512,400Liabilities 2021: $0Net Assets 2021: $1,512,4002021Assets 2022: $1,484,485Liabilities 2022: $0Net Assets 2022: $1,484,4852022Assets 2023: $2,048,804Liabilities 2023: $0Net Assets 2023: $2,048,8042023Assets 2024: $1,977,182Liabilities 2024: $0Net Assets 2024: $1,977,1822024

Highlighted filing

2023

Assets$2,048,804
Liabilities$0
Net Assets$2,048,804

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $71,3982010Revenue 2011: $31,038Expenses 2011: $86,585Net Income 2011: -$55,5472011Expenses 2012: $87,5232012Revenue 2013: $29,867Expenses 2013: $85,992Net Income 2013: -$56,1252013Revenue 2014: $4,169Expenses 2014: $99,000Net Income 2014: -$94,8312014Revenue 2015: $314,939Expenses 2015: $110,683Net Income 2015: $204,2562015Revenue 2016: $45,396Expenses 2016: $115,854Net Income 2016: -$70,4582016Revenue 2017: $118,807Expenses 2017: $127,649Net Income 2017: -$8,8422017Revenue 2018: $190,433Expenses 2018: $128,741Net Income 2018: $61,6922018Revenue 2019: $143,302Expenses 2019: $125,079Net Income 2019: $18,2232019Revenue 2020: $173,213Expenses 2020: $137,273Net Income 2020: $35,9402020Revenue 2021: $62,171Expenses 2021: $130,810Net Income 2021: -$68,6392021Revenue 2022: $41,493Expenses 2022: $113,840Net Income 2022: -$72,3472022Revenue 2023: -$121,614Expenses 2023: $135,927Net Income 2023: -$257,5412023Revenue 2024: $155,195Expenses 2024: $162,358Net Income 2024: -$7,1632024

Highlighted filing

2023

Revenue-$121,614
Expenses$135,927
Net Income-$257,541
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 15, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE G STERNPres/Treas/D-$0--
SUSAN G STERNVice Preside-$0--
BRINTON D WRIGHTSecretary-$0--
KATHERINE S WEAVERVice Pres, T-$0--
SIDNEY J STERN IIIVice Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREENSBORO JEWISH FEDERATIONSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantGREENSBORO URBAN MINISTRYSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantINTERACTIVE RESOURCE CTRSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantUNITED WAY OF GREATER GSOSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantCHURCH WORLD SERVICES GREENSBOROSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantCOMMUNITIES IN SCHOOLSUPPORTTAX EXEMPTWILMINGTON, NC, US$5,000
Paid GrantTHE JUNIOR LEAGUE OF GREENSBOROSUPPORTTAX EXEMPTGREENSBORO, NC, US$5,000
Paid GrantCAPE FEAR COMMUNITY COLLEGE FDTN INSUPPORTTAX EXEMPTWILMINGTON, NC, US$4,000
Paid GrantUNCG DEPT CLASSICAL STUDIESSUPPORTTAX EXEMPTGREENSBORO, NC, US$4,000
Paid GrantCHILDRENS HOME SOCIETY OF NCSUPPORTTAX EXEMPTGREENSBORO, NC, US$3,000
Paid GrantGREENSBORO PUBLIC LIBRARY FDTNSUPPORTTAX EXEMPTGREENSBORO, NC, US$3,000
Paid GrantNEWCOMERS SCHOOLSUPPORTTAX EXEMPTGREENSBORO, NC, US$3,000
Paid GrantWESTCHESTER COUNTRY DAY SCHOOLSUPPORTTAX EXEMPTHIGH POINT, NC, US$3,000
Paid GrantPRESERVATION GREENSBORO INCSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,500
Paid GrantYMCA CAMP WEAVERSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,500
Paid GrantSANCTUARY HOUSESUPPORTTAX EXEMPTGREENSBORO, NC, US$2,500
Paid GrantAMERICAN JEWISH COMMITTEESUPPORTTAX EXEMPTNEW YORK, NY, US$2,000
Paid GrantBENNETT COLLEGESUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantGREENSBORO HEBREW CEMETARYSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantUNIVERSITY OF NC PRESSSUPPORTTAX EXEMPTCHAPEL HILL, NC, US$2,000
Paid GrantSIDNEY J STERN SR MEM FDSUPPORTTAX EXEMPTCHAPEL HILL, NC, US$2,000
Paid GrantUNCG FLORA STERN SCHOLARSHIPSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantUNCWSUPPORTTAX EXEMPTWILMINGTON, NC, US$2,000
Paid GrantMUSTARD SEED COMM HEALTHSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantPIEDMONT LAND CONSERVANCYSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantAFRICAN SERVICES COMMITTEESUPPORTTAX EXEMPTNEW YORK, NY, US$2,000
Paid GrantTINY HOUSE COMMUNITY DEVELOPMENTSUPPORTTAX EXEMPTGREENSBORO, NC, US$2,000
Paid GrantA SIMPLE GESTURE GSOSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantB'NAI ISRAEL SYNAGOGUESUPPORTTAX EXEMPTHIGH POINT, NC, US$1,000
Paid GrantAUTHORACARE FDTNSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantBETH DAVID SYNAGOGUESUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantBOYS & GIRLS HOME OF NCSUPPORTTAX EXEMPTLAKE WACCAMAW, NC, US$1,000
Paid GrantDANBURY VOLUNTEER FIRE DEPTSUPPORTTAX EXEMPTDANBURY, NC, US$1,000
Paid GrantBRIGADE BOYS & GIRLS CLUBSUPPORTTAX EXEMPTWILMINGTON, NC, US$1,000
Paid GrantEASTERN MUSIC FESTIVALSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantELON UNIVERSITY LAW SCHOOLSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantNC FOLK FESTIVALSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantGUILFORD COUNTY ANIMAL SHELTERSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantGUILFORD COLLEGESUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantTEMPLE OF ISRAEL CEMETARY FUNDSUPPORTTAX EXEMPTWILMINGTON, NC, US$1,000
Paid GrantWOMENS RESOURCE CTR OF GSOSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantSPECIAL OLYMPICS OF NCSUPPORTTAX EXEMPTMORRISVILLE, NC, US$1,000
Paid GrantELON ACADEMYSUPPORTTAX EXEMPTELON, NC, US$1,000
Paid GrantFRIENDS OF SAURATOWN MOUNTAINSSUPPORTTAX EXEMPTDANBURY, NC, US$1,000
Paid GrantCOASTAL LAND TRUSTSUPPORTTAX EXEMSPTWILMINGTON, NC, US$1,000
Paid GrantTEMPLE EMANUELSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantYWCASUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantA ROOM AT THE INNSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantGREENSBORO BEAUTIFULSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantGREENSBORO SCIENCE CENTERSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantFAMILY SERVICES OF THE PIEDMONTSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantFRIENDS OF THE MOUNTAINS-TO-SEA-TRASUPPORTTAX EXEMPTRALEIGH, NC, US$1,000
Paid GrantVITAMIN ANGELSSUPPORTTAX EXEMPTSANTA BARBARA, CA, US$1,000
Paid GrantNC HILLEL FDTN UNC CHSUPPORTTAX EXEMPTCHAPEL HILL, NC, US$1,000
Paid GrantDISABILITY ADVOCACY CENTERSUPPORTTAX EXEMPTGREENSBORO, NC, US$1,000
Paid GrantUNITED WAY OF CAPE FEARSUPPORTTAX EXEMPTWILMINGON, NC, US$1,000
Paid GrantSTOKES COUNTY HISTORICAL SOCIETYSUPPORTTAX EXEMPTDANBURY, NC, US$500
Paid GrantSTOKES COUNTY SHERIFFS DEPTSUPPORTTAX EXEMPTDANBURY, NC, US$500
Paid GrantTHE NATURE CONSERVANCYSUPPORTTAX EXEMPTARLINGTON, VA, US$500
Paid GrantSUSAN G KOMEN BREAST CANCER FDN INCSUPPORTTAX EXEMPTDALLAS, TX, US$260
Filing and Contact Details

Filer

Filer Name
William a Stern Foundation
EIN
56-1841856
Phone
3362744129
Address
P O BOX 9755, GREENSBORO, NC 27429

Signing Officer

Name
Katherine S Weaver
Title
Vice Pres, Treasurer
Phone
3362744129
Signed
2024-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Rl Satterfield CPA Pa
Address
PO BOX 14893, GREENSBORO, NC 27415
Preparer
Rosemary L Satterfield CPA
Phone
3362992854
Raw XML AppendixShowing 400 of 943 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/PersonNm0KATHERINE G STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN G STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRINTON D WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHERINE S WEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SIDNEY J STERN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/D
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34SPECIAL OLYMPICS OF NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43CHURCH WORLD SERVICES GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44GREENSBORO SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45FAMILY SERVICES OF THE PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46SANCTUARY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47FRIENDS OF THE MOUNTAINS-TO-SEA-TRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49PIEDMONT LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50VITAMIN ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt51WESTCHESTER COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt52NC HILLEL FDTN UNC CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt53AFRICAN SERVICES COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt54COMMUNITIES IN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt55DISABILITY ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt56THE JUNIOR LEAGUE OF GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt57SUSAN G KOMEN BREAST CANCER FDN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt58TINY HOUSE COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt59UNITED WAY OF CAPE FEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0A SIMPLE GESTURE GSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1B'NAI ISRAEL SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2AMERICAN JEWISH COMMITTEE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.16$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.14$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.04$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.06$0.13$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.17$0.14$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.14$0.13$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.19$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.13$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.31$0.11$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.00$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.09$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.03$0.09$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07