Sterling Donor Advised Fund
EIN: 270418124 · Reston, VA · NTEE: T70
| Metric | Value |
|---|---|
| Total Revenue | $12.5M |
| Total Expenses | $2.3M |
| Net Assets | $48.6M |
Is Sterling Donor Advised Fund Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Sterling Donor Advised Fund
Sterling Donor Advised Fund (EIN: 270418124) is a nonprofit organization based in Reston, VA, classified under NTEE code T70. The organization reported total revenue of $12.5M and total assets of $55.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sterling Donor Advised Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sterling Donor Advised Fund is a large nonprofit that has been operating for 16 years, with 13 years of IRS 990 filings on record (2010–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $7.6M |
| Total Expenses | $2.3M |
| Surplus / Deficit | +$5.3M |
| Total Assets | $48.6M |
| Total Liabilities | $3K |
| Net Assets | $48.6M |
| Operating Margin | 70.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 256.6 months |
Financial Health Grade: A
In 2023, Sterling Donor Advised Fund reported a surplus of $5.3M with revenue exceeding expenses, holds 256.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +2.8% | +203.7% | +15.4% |
| 2022 | -57.0% | -69.6% | +9.6% |
| 2021 | +341.0% | +8.7% | +64.0% |
| 2020 | -1.8% | -43.8% | +14.3% |
| 2019 | +0.0% | -68.7% | -0.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2010 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Sterling Donor Advised Fund has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sterling Donor Advised Fund with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $5.3M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Sterling Donor Advised Fund
Is Sterling Donor Advised Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Sterling Donor Advised Fund (EIN: 270418124) insufficient data. 0 red flags identified, 0 strengths noted.
How does Sterling Donor Advised Fund spend its money?
Detailed spending breakdown data is not yet available for Sterling Donor Advised Fund. Check back for updated IRS 990 analysis.
Are donations to Sterling Donor Advised Fund tax-deductible?
Sterling Donor Advised Fund is registered as a tax-exempt nonprofit (EIN: 270418124). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Sterling Donor Advised Fund located?
Sterling Donor Advised Fund is headquartered in Reston, Virginia and files with the IRS under EIN 270418124. It is classified under NTEE code T70.
How many years of IRS 990 filings does Sterling Donor Advised Fund have?
Sterling Donor Advised Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $12.5M in total revenue.
Filing History
IRS 990 filing history for Sterling Donor Advised Fund showing financial trends over 13 years of public records:
In its most recent filing year (2023), Sterling Donor Advised Fund reported a surplus of $5.3M, with revenue exceeding expenses. The organization holds $3K in liabilities against $48.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $48.6M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $7.6M | $2.3M | $48.6M | $3K | — | View 990 |
| 2022 | $7.4M | $749K | $42.1M | $800 | — | View 990 |
| 2021 | $17.1M | $2.5M | $38.4M | $100K | — | View 990 |
| 2020 | $3.9M | $2.3M | $23.4M | $36K | — | View 990 |
| 2019 | $4.0M | $4.0M | $20.5M | $0 | — | View 990 |
| 2018 | $4.0M | $12.9M | $20.6M | $0 | — | View 990 |
| 2017 | $21.1M | $4.9M | $29.5M | $0 | — | View 990 |
| 2016 | $12.0M | $87K | $13.3M | $0 | — | View 990 |
| 2015 | $1.1M | $63K | $1.5M | $0 | — | View 990 |
| 2014 | $31K | $0 | $434K | $0 | — | View 990 |
| 2013 | $403K | $0 | $403K | $0 | — | View 990 |
| 2011 | $0 | $0 | $0 | $0 | — | View 990 |
| 2010 | $0 | $0 | $0 | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $7.6M, expenses of $2.3M, and assets of $48.6M (revenue +2.8% year-over-year).
- 2022: Revenue of $7.4M, expenses of $749K, and assets of $42.1M (revenue -57.0% year-over-year).
- 2021: Revenue of $17.1M, expenses of $2.5M, and assets of $38.4M (revenue +341.0% year-over-year).
- 2020: Revenue of $3.9M, expenses of $2.3M, and assets of $23.4M (revenue -1.8% year-over-year).
- 2019: Revenue of $4.0M, expenses of $4.0M, and assets of $20.5M (revenue +0.0% year-over-year).
- 2018: Revenue of $4.0M, expenses of $12.9M, and assets of $20.6M (revenue -81.3% year-over-year).
- 2017: Revenue of $21.1M, expenses of $4.9M, and assets of $29.5M (revenue +76.6% year-over-year).
- 2016: Revenue of $12.0M, expenses of $87K, and assets of $13.3M (revenue +996.5% year-over-year).
- 2015: Revenue of $1.1M, expenses of $63K, and assets of $1.5M (revenue +3410.1% year-over-year).
- 2014: Revenue of $31K, expenses of $0, and assets of $434K (revenue -92.3% year-over-year).
- 2013: Revenue of $403K, expenses of $0, and assets of $403K.
- 2011: Revenue of $0, expenses of $0, and assets of $0.
- 2010: Revenue of $0, expenses of $0, and assets of $0.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sterling Donor Advised Fund:
Data Sources and Methodology
This transparency report for Sterling Donor Advised Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.