Civic Intelligence

Bley Stein Foundation

990PF • Fiscal year 2024 • EIN 95-6200100

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 03, 2025

Organization Profile
1624 W Olive Avenue Suite ABurbank, CA 91506

(818) 843-1744

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

39%

Higher net margin than 83% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

74%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,903,601

Up $421,949 (+28%) from 2023

Net Assets

Up

$1,893,604

Up $421,949 (+29%) from 2023

Liabilities

Flat

$9,997

Flat from 2023

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin83rd percentile

Revenue

Up

$1,078,148

Up $456,979 (+74%) from 2023

Expenses

Up

$656,199

Up $71,611 (+12%) from 2023

Net Income

Up

$421,949

Up $385,368 (+1053%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $962,048Liabilities 2011: $2,7502011Assets 2012: $978,301Liabilities 2012: $2,7502012Assets 2013: $943,581Liabilities 2013: $02013Assets 2014: $1,076,871Liabilities 2014: $12,8862014Assets 2015: $1,146,051Liabilities 2015: $12,8862015Assets 2019: $1,176,441Liabilities 2019: $9,9972019Assets 2020: $1,275,605Liabilities 2020: $9,997Net Assets 2020: $1,265,6082020Assets 2021: $1,271,890Liabilities 2021: $9,997Net Assets 2021: $1,261,8932021Assets 2022: $1,445,071Liabilities 2022: $9,997Net Assets 2022: $1,435,0742022Assets 2023: $1,481,652Liabilities 2023: $9,997Net Assets 2023: $1,471,6552023Assets 2024: $1,903,601Liabilities 2024: $9,997Net Assets 2024: $1,893,6042024

Highlighted filing

2024

Assets$1,903,601
Liabilities$9,997
Net Assets$1,893,604
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $54,558Expenses 2011: $93,303Net Income 2011: -$38,7452011Revenue 2012: $158,533Expenses 2012: $142,279Net Income 2012: $16,2542012Revenue 2013: $118,744Expenses 2013: $150,715Net Income 2013: -$31,9712013Revenue 2014: $278,816Expenses 2014: $158,505Net Income 2014: $120,3112014Revenue 2015: $256,594Expenses 2015: $140,523Net Income 2015: $116,0712015Revenue 2019: $382,163Expenses 2019: $440,750Net Income 2019: -$58,5872019Revenue 2020: $480,608Expenses 2020: $381,443Net Income 2020: $99,1652020Revenue 2021: $526,413Expenses 2021: $530,128Net Income 2021: -$3,7152021Revenue 2022: $748,350Expenses 2022: $575,169Net Income 2022: $173,1812022Revenue 2023: $621,169Expenses 2023: $584,588Net Income 2023: $36,5812023Revenue 2024: $1,078,148Expenses 2024: $656,199Net Income 2024: $421,9492024

Highlighted filing

2024

Revenue$1,078,148
Expenses$656,199
Net Income$421,949
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD B STEINTrustee-$0--
THOMAS D SICILIANO JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bley Stein Foundation
EIN
95-6200100
In Care Of
% RONALD B STEIN
Phone
8188431744
Address
1624 W OLIVE AVENUE SUITE A, BURBANK, CA 91506

Signing Officer

Name
Ronald B Stein
Title
Trustee
Phone
8188431744
Signed
2025-10-03
Discuss with paid preparer
No

Preparer

Firm
TDS Management Inc
Address
1812 W Burbank Blvd 936, BURBANK, CA 91506
Preparer
Thomas D Siciliano Jr
Phone
8186313694
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1687707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0355416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11259651
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STOCK-ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STOCK-LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-25
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0232476
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011977
IRS990PF/DistributableAmountGrp/TotalTaxAmt011977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt03840539
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt01471655
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01893604
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0120233
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0273875
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0273875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0296174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0379411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0466066
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0968502
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01067377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02439690
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0128749
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0216230
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt091743
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt087481
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0565000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt09997
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt09997
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01481652
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01903601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03840539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09997
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09997
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01481652
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01903601
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01471655
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01893604
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt095457
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt095908
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04720321
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0187411
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02882910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070805
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01650000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0232476
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04649516
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04720321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD B STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS D SICILIANO JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01624 W OLIVE AVENUE SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11624 W OLIVE AVENUE SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BURBANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURBANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0651937
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0651937
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RONALD B STEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01624 W OLIVE AVENUE SUITE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURBANK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091506
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188431744
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RONALD B STEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt340000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2540000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,903,601
Liabilities
$9,997
Net assets
$1,893,604
Revenue
$1,078,148
Expenses
$656,199
Net income
$421,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$1.08$0.66$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.01$1.47$0.62$0.58$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.75$0.58$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.01$1.26$0.53$0.53$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.48$0.38$0.10
2019Summary only. Only limited summary data is available for this year.$1.18$0.01$0.38$0.44$0.06
2015Summary only. Only limited summary data is available for this year.$1.15$0.01$0.26$0.14$0.12
2014Summary only. Only limited summary data is available for this year.$1.08$0.01$0.28$0.16$0.12
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.12$0.15$0.03
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.16$0.14$0.02
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.09$0.04