Civic Intelligence

Jacoby Stern Family Foundation C/O Ptd Business Management

990PF • Fiscal year 2023 • EIN 95-4306059

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 10, 2024

Organization Profile
16133 Ventura Blvd Suite 850Encino, CA 91436

(818) 691-0720

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$194,263

Flat from 2023

Net Assets

$194,263

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin90th percentile

Revenue

Flat

$16,065

Flat from 2023

Expenses

Flat

$7,481

Flat from 2023

Net Income

Flat

$8,584

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $228,046Liabilities 2011: $0Net Assets 2011: $228,0462011Assets 2012: $219,155Liabilities 2012: $0Net Assets 2012: $219,1552012Assets 2013: $217,064Liabilities 2013: $0Net Assets 2013: $217,0642013Assets 2014: $220,272Liabilities 2014: $0Net Assets 2014: $220,2722014Assets 2015: $212,091Liabilities 2015: $0Net Assets 2015: $212,0912015Assets 2016: $196,155Liabilities 2016: $0Net Assets 2016: $196,1552016Assets 2017: $194,381Liabilities 2017: $0Net Assets 2017: $194,3812017Assets 2018: $195,443Liabilities 2018: $0Net Assets 2018: $195,4432018Assets 2019: $193,417Liabilities 2019: $0Net Assets 2019: $193,4172019Assets 2020: $186,998Liabilities 2020: $0Net Assets 2020: $186,9982020Assets 2021: $195,388Liabilities 2021: $0Net Assets 2021: $195,3882021Assets 2022: $185,679Liabilities 2022: $0Net Assets 2022: $185,6792022Assets 2023: $194,263Liabilities 2023: $0Net Assets 2023: $194,2632023Assets 2023: $194,263Liabilities 2023: $12023Assets 2024: $170,046Liabilities 2024: $0Net Assets 2024: $170,0462024

Highlighted filing

2023

Assets$194,263
Liabilities$0
Net Assets$194,263
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $11,2872011Expenses 2012: $16,3682012Revenue 2013: $12,163Expenses 2013: $14,254Net Income 2013: -$2,0912013Revenue 2014: $16,971Expenses 2014: $13,763Net Income 2014: $3,2082014Revenue 2015: $9,842Expenses 2015: $18,023Net Income 2015: -$8,1812015Revenue 2016: $10,336Expenses 2016: $26,272Net Income 2016: -$15,9362016Revenue 2017: $16,568Expenses 2017: $18,342Net Income 2017: -$1,7742017Revenue 2018: $24,104Expenses 2018: $23,042Net Income 2018: $1,0622018Revenue 2019: $17,334Expenses 2019: $19,360Net Income 2019: -$2,0262019Revenue 2020: $13,518Expenses 2020: $19,937Net Income 2020: -$6,4192020Revenue 2021: $29,579Expenses 2021: $21,189Net Income 2021: $8,3902021Revenue 2022: $19,253Expenses 2022: $28,962Net Income 2022: -$9,7092022Revenue 2023: $16,065Expenses 2023: $7,481Net Income 2023: $8,5842023Revenue 2023: $16,065Expenses 2023: $7,481Net Income 2023: $8,5842023Revenue 2024: $19,590Expenses 2024: $43,807Net Income 2024: -$24,2172024

Highlighted filing

2023

Revenue$16,065
Expenses$7,481
Net Income$8,584
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 10, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN JACOBY STERNPresident-$0--
JOEL STERNSecy/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Jacoby Stern Family Foundation
EIN
95-4306059
Address
16133 VENTURA BLVD SUITE 850, ENCINO, CA 91436

Signing Officer

Name
Susan Jacoby Stern
Title
President
Signed
2024-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Hit Accounting and Business Management
Address
16133 VENTURA BLVD SUITE 850, ENCINO, CA 91436
Preparer
Steven Twersky
Phone
8186910720
Raw XML Appendix318 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY CASH RESERVE FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08127
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04392
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022870
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031933
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPARTMENT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0223
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0223
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0223
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt1223
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1223
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt225
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN JACOBY STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBY STERN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HIT ACCOUNTING AND BUSINESS MANAGEME
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0954306059
ReturnHeader/Filer/USAddress/AddressLine1Txt016133 VENTURA BLVD SUITE 850
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843101389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIT ACCOUNTING AND BUSINESS MANAGEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016133 VENTURA BLVD SUITE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08186910720
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN TWERSKY
ReturnHeader/ReturnTs02024-07-11T13:11:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOBY STERN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,263
Liabilities
$0
Net assets
$194,263
Revenue
$16,065
Expenses
$7,481
Net income
$8,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.20$0.44$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.07$0.09
2023Summary only. Only limited summary data is available for this year.$1.94$0.00$0.16$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.19$0.29$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.30$0.21$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.14$0.20$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.17$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.24$0.23$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.17$0.18$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.10$0.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11