TPhilanthropy, Voluntarism & GrantmakingEIN: 270418124· Ruling Year: 2010

Sterling Donor Advised Fund

Reston, Virginia

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org21.38×
Peer Median15.61×
💰
$7.6M
Total Revenue
📊
$2.3M
Total Expenses
🏦
$48.6M
Net Assets
📋
$3K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.8%
Year-over-year change (2022 → 2023)
Net Margin
+70.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
21.38
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,586,2123%$2,273,649204%$48,616,35315%
2022$7,377,00957%$748,58770%$42,134,90710%
2021$17,142,136341%$2,465,7059%$38,439,72864%
2020$3,886,7302%$2,268,98344%$23,434,68714%
2019$3,957,419$4,040,72369%$20,501,616
2018$3,955,90381%$12,902,099162%$20,584,92030%
2017$21,124,16877%$4,926,3925574%$29,531,116121%
2016$11,958,446997%$86,82238%$13,333,340812%
2015$1,090,5873410%$63,091$1,461,716237%
2014$31,07092%$0$434,2208%
2013$403,150$0$403,150
2011$0$0$0
2010$0$0$0

Frequently Asked Questions

What does Sterling Donor Advised Fund do?

Sterling Donor Advised Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in Virginia. It is classified under NTEE code T70 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Sterling Donor Advised Fund financially healthy?

Based on our 9-metric Financial Health Score model, Sterling Donor Advised Fund has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Sterling Donor Advised Fund generate?

Sterling Donor Advised Fund reports $8.5M in annual revenue and holds $55.9M in total assets, based on IRS filings.

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