Civic Intelligence

Herbert and Marsha Stern Foundation Inc.

990PF • Fiscal year 2020 • EIN 84-5041067

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

Organization Profile
214 Brazilian Avenue No 200Palm Beach, FL 33480

(973) 535-1900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$43,739

No earlier filing loaded for comparison.

Net Assets

$43,739

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

$43,889

No earlier filing loaded for comparison.

Expenses

$150

No earlier filing loaded for comparison.

Net Income

$43,739

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$43,739
Liabilities$0
Net Assets$43,739
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$43,889
Expenses$150
Net Income$43,739
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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
214 BRAZILIAN AVENUE NO 200, PALM BEACH, FL 33480

Signing Officer

Name
Herbert J Stern
Title
President
Phone
9735351900
Signed
2021-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Wiss & Company Llp
Address
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932
Preparer
Kevin Kerrigan
Phone
9739949400
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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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ReturnHeader/Filer/EIN0845041067
ReturnHeader/Filer/PhoneNum09735351900
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 BRAZILIAN AVENUE NO 200
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
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/PreparerPersonNm0KEVIN KERRIGAN
ReturnHeader/ReturnTs02021-04-08T16:53:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HERBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,739
Liabilities
$0
Net assets
$43,739
Revenue
$43,889
Expenses
$150
Net income
$43,739
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