Civic Intelligence

David Ian Stern Foundation

990PF • Fiscal year 2023 • EIN 84-2382090

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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

29th percentile

0.00x

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

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

Net Margin

49th percentile

3.0%

Higher net margin than 49% 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.

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

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

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Up

$1,873,425

Up $3,189 (+0.2%) from 2022

Net Assets

Up

$1,873,425

Up $3,189 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$105,912

Down $64,825 (-38%) from 2022

Expenses

Down

$102,723

Down $105,433 (-51%) from 2022

Net Income

Up

$3,189

Up $40,608 (+109%) 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 2019: $2,057,922Liabilities 2019: $02019Assets 2020: $1,916,164Liabilities 2020: $0Net Assets 2020: $1,916,1642020Assets 2021: $1,907,655Liabilities 2021: $0Net Assets 2021: $1,907,6552021Assets 2022: $1,870,236Liabilities 2022: $0Net Assets 2022: $1,870,2362022Assets 2023: $1,873,425Liabilities 2023: $0Net Assets 2023: $1,873,4252023Assets 2024: $1,879,743Liabilities 2024: $0Net Assets 2024: $1,879,7432024

Highlighted filing

2023

Assets$1,873,425
Liabilities$0
Net Assets$1,873,425

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,068,560Expenses 2019: $10,638Net Income 2019: $2,057,9222019Revenue 2020: $24,731Expenses 2020: $166,489Net Income 2020: -$141,7582020Revenue 2021: $150,446Expenses 2021: $158,955Net Income 2021: -$8,5092021Revenue 2022: $170,737Expenses 2022: $208,156Net Income 2022: -$37,4192022Revenue 2023: $105,912Expenses 2023: $102,723Net Income 2023: $3,1892023Revenue 2024: $54,760Expenses 2024: $48,442Net Income 2024: $6,3182024

Highlighted filing

2023

Revenue$105,912
Expenses$102,723
Net Income$3,189
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Howard SontagSec, TreasPT$0--
David Ian SternDir, PresPT$0--
Filing and Contact Details

Filer

Filer Name
David Ian Stern Foundation
EIN
84-2382090
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
David I Stern
Title
President
Phone
8008391754
Signed
2024-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix260 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/PersonNm0Howard Sontag
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Ian Stern
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Pres
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
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TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID I STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David Ian Stern Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0842382090
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ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-06-13T21:23:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID I
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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