Civic Intelligence

The Stori Family Foundation

EIN 84-3426358 • Phoenixville, PA

418 Peters WayPhoenixville, PA 19460-5656
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

69th percentile

8.2%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$476,253

Up $36,127 (+8.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$476,253

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Down

$52,862

Down $266,381 (-83%) from 2023

Expenses

Up

$22,487

Up $20,412 (+984%) from 2023

Net Income

Down

$30,375

Down $286,793 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $109,919Liabilities 2021: $5,3532021Assets 2022: $122,958Liabilities 2022: $0Net Assets 2022: $122,9582022Assets 2023: $440,126Liabilities 2023: $12023Assets 2024: $476,253Liabilities 2024: $0Net Assets 2024: $476,2532024

Highlighted filing

2024

Assets$476,253
Liabilities$0
Net Assets$476,253
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2020: $100Expenses 2020: $100Net Income 2020: $02020Revenue 2021: $104,566Expenses 2021: $0Net Income 2021: $104,5662021Revenue 2022: $103,854Expenses 2022: $8,400Net Income 2022: $95,4542022Revenue 2023: $319,243Expenses 2023: $2,075Net Income 2023: $317,1682023Revenue 2024: $52,862Expenses 2024: $22,487Net Income 2024: $30,3752024

Highlighted filing

2024

Revenue$52,862
Expenses$22,487
Net Income$30,375
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$476,253
Liabilities
$0
Net assets
$476,253
Revenue
$52,862
Expenses
$22,487
Net income
$30,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.53$0.22$0.30
2023Summary only. Only limited summary data is available for this year.$4.40$0.00$3.19$0.02$3.17
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.04$0.08$0.95
2021Summary only. Only limited summary data is available for this year.$1.10$0.05$1.05$0.00$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SUE STORIDirector-$0--
JAMES A STORIDirector-$0--
DAVID L EVANSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Stori Family Foundation
EIN
84-3426358
Phone
5184696339
Address
418 PETERS WAY, PHOENIXVILLE, PA 19460-5656

Signing Officer

Name
Helen Stori
Title
President
Phone
5186880036
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
David L Evans
Address
PO BOX 1047, CLIFTON PARK, NY 12065
Preparer
David L Evans
Phone
5184696339
Raw XML Appendix334 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0682
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017318
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024068
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017318
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HELEN SUE STORI
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JAMES A STORI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0418 PETERS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1418 PETERS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHOENIXVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PHOENIXVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019460
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119460
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt025
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt125
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CASH AND MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1CASH AND MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-11-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ML ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS AG OFFICE FILING 2022 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04437
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04437
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05752
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CORRECTION OF HISTORIC BALANCE SHEET TO ACTUAL YEAR END RECORDS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES A STORI
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1HELEN SUE STORI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0418 PETERS WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1418 PETERS WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PHOENIZVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PHOENIZVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019460
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd119460
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN STORI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05186880036
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STORI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STOR
ReturnHeader/Filer/EIN0843426358
ReturnHeader/Filer/PhoneNum05184696339
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 PETERS WAY
ReturnHeader/Filer/USAddress/CityNm0PHOENIXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194605656
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID L EVANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1047
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLIFTON PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012065
ReturnHeader/PreparerPersonGrp/PhoneNum05184696339
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L EVANS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T14:57:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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