Public & Societal Benefit
(W99)
990 on File
ALAN & LISA STERN FAMILY FOUNDATION
Financial strength (30%)
45/100
Reliability (20%)
50/100
Effectiveness (25%)
21/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$31K
Total Revenue
$35K
Total Expenses
$347K
Net Assets
N/A
Employees
Revenue Sources
Program Expense Ratio
0.0%
Fundraising Efficiency
N/A
Operating Reserve
118.67x
Liability-to-Asset
0.0%
Revenue Diversification
81.9%
Compared with Peers
FY 2025
Compared with 1,362 similar organizations
(United States, Public & Societal Benefit, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
0.0% | 78.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
118.7 mo | 14.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
81.9% | 99.9% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-42.3% | -0.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-22.6% | -1.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-15.0% | 12.7% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $31K | $35K | $347K | 0.0% | — |
| 2024 | $53K | $45K | $370K | 0.0% | — |
| 2023 | $31K | $32K | $414K | 94.6% | — |
| 2022 | $18K | $82K | $452K | 92.5% | — |
| 2021 | $53K | $52K | $558K | 0.0% | — |
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