THE STERLING DONOR ADVISED FUND C/… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

7034379720

Tax Period

2024-01-01 to 2024-12-31

THE STERLING DONOR ADVISED FUND C/O STERLING FOUNDATION MANAGEMENT LLC, founded in 2009, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.0M, a strong 70% operating margin.

Mission

EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $2,388,839

EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,891,751

Program Service Revenue $0

Investment Income $2,634,651

Other Revenue $929

TOTAL REVENUE $8,527,331

Expense Breakdown

Grants Paid $2,327,509

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,388,839

Other Expenses $218,414

TOTAL EXPENSES $2,545,923

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,527,331	$7,586,212	+0.1%
Expenses	$2,545,923	$2,273,649	+0.1%
Net Income	$5,981,408	$5,312,563	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LINTOTT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROGER SILK	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL BECKNER	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,527,331	$2,545,923	$55,872,345	$5,981,408
2023	$7,586,212	$2,273,649	$48,616,353	$5,312,563
2022	$7,377,009	$748,587	$42,134,907	$6,628,422
2021	$17,142,136	$2,465,705	$38,439,728	$14,676,431
2020	$3,886,730	$2,268,983	$23,434,687	$1,617,747
2019	$3,957,419	$4,040,723	$20,501,616	$-83,304
2018	$3,955,903	$12,902,099	$20,584,920	$-8,946,196

THE STERLING DONOR ADVISED FUND C/O STERLING FOUNDATION MANAGEMENT LLC