Civic Intelligence

Herbert and Marsha Stern Foundation Inc.

EIN 84-5041067 • Palm Beach Gardens, FL

Pub. 78 Eligible
7108 Fairway Drive 123Palm Beach Gardens, FL 33418
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

56th percentile

4.6%

Higher net margin than 56% 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

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$44,176

Up $246 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$44,176

Up $246 (+0.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin56th percentile

Revenue

Up

$5,396

Up $2,016 (+60%) from 2023

Expenses

Up

$5,150

Up $1,930 (+60%) from 2023

Net Income

Up

$246

Up $86 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2020: $43,739Liabilities 2020: $0Net Assets 2020: $43,7392020Assets 2021: $44,056Liabilities 2021: $0Net Assets 2021: $44,0562021Assets 2022: $43,770Liabilities 2022: $0Net Assets 2022: $43,7702022Assets 2023: $43,930Liabilities 2023: $0Net Assets 2023: $43,9302023Assets 2024: $44,176Liabilities 2024: $0Net Assets 2024: $44,1762024

Highlighted filing

2024

Assets$44,176
Liabilities$0
Net Assets$44,176
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $43,889Expenses 2020: $150Net Income 2020: $43,7392020Revenue 2021: $2,499Expenses 2021: $2,182Net Income 2021: $3172021Revenue 2022: $2,864Expenses 2022: $3,150Net Income 2022: -$2862022Revenue 2023: $3,380Expenses 2023: $3,220Net Income 2023: $1602023Revenue 2024: $5,396Expenses 2024: $5,150Net Income 2024: $2462024

Highlighted filing

2024

Revenue$5,396
Expenses$5,150
Net Income$246
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$44,176
Liabilities
$0
Net assets
$44,176
Revenue
$5,396
Expenses
$5,150
Net income
$246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$5.40$5.15$0.25
2023Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$3.38$3.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$2.86$3.15$0.29
2021Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$2.50$2.18$0.32
2020Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$43.9$0.15$43.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT J STERNPresident-$0--
KEVIN M KILCULLENVice President-$0--
MARSHA K STERNSecretary & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Herbert and Marsha Stern
EIN
84-5041067
Phone
9735351900
Address
7108 FAIRWAY DRIVE 123, PALM BEACH GARDENS, FL 33418

Signing Officer

Name
Herbert J Stern
Title
President
Phone
9735351900
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Wiss & Company Llp
Address
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932
Preparer
Laurie Smith
Phone
9739949400
Raw XML Appendix272 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF FLORIDA. STATE OF FLORIDA HAS NO REGISTRATION REQUIREMENT FOR A PRIVATE FOUNDATION THAT DID NOT ENGAGE WITH SOLICITATION FROM THE GENERAL PUBLIC. THEREFORE, COPY OF FORM 990PF NOT FURNISHED TO THE STATE ATTORNEY GENERAL.
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HERBERT AND MARSHA STERN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0265 W INDIES DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALM BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033480
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HERBERT J STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09735351900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERBERT AND MARSHA STERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0845041067
ReturnHeader/Filer/PhoneNum09735351900
ReturnHeader/Filer/USAddress/AddressLine1Txt07108 FAIRWAY DRIVE 123
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033418
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221732349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMPUS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09739949400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE SMITH
ReturnHeader/ReturnTs02025-05-13T09:44:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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