Civic Intelligence

Forte-Stein Charitiable Foundation

990PF • Fiscal year 2019 • EIN 77-0528972

Jan 01, 2019 to Dec 31, 2019

Wilmington, NC
Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

46%

Higher net margin than 75% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$246,270

Up $35,054 (+17%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$16,836

Up $626 (+3.9%) from 2015

Expenses

Down

$9,137

Down $173 (-1.9%) from 2015

Net Income

Up

$7,699

Up $799 (+12%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $157,388Liabilities 2011: $02011Assets 2012: $167,880Liabilities 2012: $02012Assets 2013: $185,191Liabilities 2013: $2362013Assets 2014: $204,316Liabilities 2014: $02014Assets 2015: $211,216Liabilities 2015: $02015Assets 2019: $246,270Liabilities 2019: $02019Assets 2020: $269,202Liabilities 2020: $0Net Assets 2020: $269,2022020Assets 2021: $289,187Liabilities 2021: $0Net Assets 2021: $289,1872021Assets 2022: $280,055Liabilities 2022: $0Net Assets 2022: $280,0552022Assets 2023: $276,396Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $271,268Liabilities 2024: $277Net Assets 2024: $270,9912024

Highlighted filing

2019

Assets$246,270
Liabilities$0
Net Assets-

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $24,583Expenses 2011: $16,875Net Income 2011: $7,7082011Revenue 2012: $25,396Expenses 2012: $14,904Net Income 2012: $10,4922012Revenue 2013: $36,366Expenses 2013: $19,291Net Income 2013: $17,0752013Revenue 2014: $44,040Expenses 2014: $24,679Net Income 2014: $19,3612014Revenue 2015: $16,210Expenses 2015: $9,310Net Income 2015: $6,9002015Revenue 2019: $16,836Expenses 2019: $9,137Net Income 2019: $7,6992019Revenue 2020: $36,778Expenses 2020: $13,846Net Income 2020: $22,9322020Revenue 2021: $29,217Expenses 2021: $9,232Net Income 2021: $19,9852021Revenue 2022: $12,503Expenses 2022: $21,635Net Income 2022: -$9,1322022Revenue 2023: $8,067Expenses 2023: $11,288Net Income 2023: -$3,2212023Revenue 2024: $8,219Expenses 2024: $13,627Net Income 2024: -$5,4082024

Highlighted filing

2019

Revenue$16,836
Expenses$9,137
Net Income$7,699
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019

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