Civic Intelligence

Forte-Stein

EIN 77-0528972 • Wilmington, NC

4531 Auriana WayWilmington, NC 28409-0113
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.03x

Higher debt load relative to revenue than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

14th percentile

-66%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

1.9%

Faster revenue growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$271,268

Down $5,128 (-1.9%) from 2023

Liabilities

Up

$277

Up $277 from 2023

Net Assets

Up

$270,991

Up $270,991 from 2023

Operations
Liabilities / Revenue77th percentileNet Margin14th percentile

Revenue

Up

$8,219

Up $152 (+1.9%) from 2023

Expenses

Up

$13,627

Up $2,339 (+21%) from 2023

Net Income

Down

-$5,408

Down $2,187 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$271,268
Liabilities$277
Net Assets$270,991
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$8,219
Expenses$13,627
Net Income-$5,408
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,268
Liabilities
$277
Net assets
$270,991
Revenue
$8,219
Expenses
$13,627
Net income
-$5,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.08$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$0.00$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.13$0.22$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.29$0.09$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.37$0.14$0.23
2019Summary only. Only limited summary data is available for this year.$2.46$0.00$0.17$0.09$0.08
2015Summary only. Only limited summary data is available for this year.$2.11$0.00$0.16$0.09$0.07
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$0.44$0.25$0.19
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$0.36$0.19$0.17
2012Summary only. Only limited summary data is available for this year.$1.68$0.00$0.25$0.15$0.10
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.25$0.17$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS STEINPresident-$0--
JULIE STEINVptreasurer-$0--
CHRIS STEINBoard Member-$0--
JASON HERRMANSeceretary-$0--
Filing and Contact Details

Filer

Filer Name
Forte-stein Charitiable Foundation
EIN
77-0528972
In Care Of
% DENNIS STEIN
Phone
4083094024
Address
4531 AURIANA WAY, WILMINGTON, NC 28409-0113

Signing Officer

Name
Dennis Stein
Title
Director
Phone
4083094024
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
David C Lewis CPA
Address
3316 RED BERRY DR, WILMINGTON, NC 28409
Preparer
David C Lewis CPA
Phone
9102791189
Raw XML Appendix282 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HS SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RETI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF Exempt operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF Exempt operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 682
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt193 DIKEMAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013627
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013627
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013627
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDEND
TaxesSchedule/TaxesDetail/CategoryTxt1CHARITABLE TRUST REGISTRY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0277
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0277
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04083094024
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTE-STEIN CHARITIABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0770528972
ReturnHeader/Filer/InCareOfNm0% DENNIS STEIN
ReturnHeader/Filer/PhoneNum04083094024
ReturnHeader/Filer/USAddress/AddressLine1Txt04531 AURIANA WAY
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0284090113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472536753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID C LEWIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03316 RED BERRY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028409
ReturnHeader/PreparerPersonGrp/PhoneNum09102791189
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C LEWIS CPA
ReturnHeader/ReturnTs02025-08-14T10:07:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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