THE J EDWARD STERN AND HELEN MC STERN CHARITABLE FOUNDATION

EIN: 742652851 501(c)(3)

EL PASO, TX

Total Revenue
$437,793
Total Expenses
$395,698
Total Assets
$5,779,666
Net Assets
$5,779,666
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
TX
Principal Officer
BARBARA WHEELER
Phone
9155334020
Tax Period
2025-01-01 to 2025-12-31

THE J EDWARD STERN AND HELEN MC STERN CHARITABLE FOUNDATION, founded in 1992, is a small nonprofit that reported $438K in total revenue in fiscal year 2025. Expenses of $396K left a modest 10% surplus.

Mission

TO PROVIDE DIRECT SUPPORT TO THE EL PASO COMMUNITY FOUNDATION IN ORDER TO MAKE GRANTS TO TEMPLE MT. SINAI, SYNAGOGUE B'NAI ZION, COLUMBIA UNIVERSITY, MT. SINAI MEDICAL CENTER OF NEW YORK, SUPPORT TO MEDICAL SCIENCES AND RELATED FIELDS OF INTEREST IN THE EL PASO AREA, AND OTHER CHARITABLE AND CIVIC ORGANIZATIONS IN THE EL PASO AREA.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $437,793
Other Revenue $0
TOTAL REVENUE $437,793

Expense Breakdown

Grants Paid $324,929
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $324,929
Other Expenses $70,769
TOTAL EXPENSES $395,698

Year-over-Year Comparison

2025 2024 Change
Revenue $437,793 $449,307 0.0%
Expenses $395,698 $350,088 +0.1%
Net Income $42,095 $99,219 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

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
4
$466,338
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC PEARSON Secretary 1.00
Officer
$0 $104,643 $466,338
BARBARA WHEELER Chairman 1.00
Officer Director
$0 $0 $0
SHARON BUTTERWORTH Vice Chairman 1.00
Officer Director
$0 $0 $0
HABIB ASFAHANI Treasurer 1.00
Officer Director
$0 $0 $0
PATTY TISCARENO Director 0.50
Director
$0 $0 $0
STEPHEN MEADOR Director 0.50
Director
$0 $0 $0
GINGER FRANCIS Director 0.50
Director
$0 $0 $0
RANA KRONFOL Director 0.50
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
2025 $437,793 $395,698 $5,779,666 $42,095
2024 $449,307 $350,088 $5,737,571 $99,219
2023 $169,024 $359,681 $5,638,352 $-190,657
2022 $-221,173 $385,514 $5,829,009 $-606,687
2021 $1,243,190 $409,982 $6,435,696 $833,208
2020 $1,060,266 $273,884 $5,602,488 $786,382
2019 $294,116 $301,039 $4,816,106 $-6,923
2018 $293,761 $309,576 $4,823,029 $-15,815
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