Civic Intelligence

Step Forward Foundation

990 • Fiscal year 2018 • EIN 20-8172439

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 16, 2019

Organization ProfileWWW.STEPFWD.ORG
16264 Church Street No 103Morgan Hill, CA 95037

(408) 915-8698

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.19x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.07x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$47,467

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

99th percentile

492%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$255,277

Up $212,157 (+492%) from 2017

Net Assets

Up

$205,620

Up $174,696 (+565%) from 2017

Liabilities

Up

$49,657

Up $37,461 (+307%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$670,201

Up $274,530 (+69%) from 2017

Expenses

Up

$560,046

Up $155,366 (+38%) from 2017

Net Income

Up

$110,155

Up $119,164 (+1323%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2016: $42,910Liabilities 2016: $2,963Net Assets 2016: $39,9472016Assets 2017: $43,120Liabilities 2017: $12,196Net Assets 2017: $30,9242017Assets 2018: $255,277Liabilities 2018: $49,657Net Assets 2018: $205,6202018Assets 2019: $370,425Liabilities 2019: $108,409Net Assets 2019: $262,0162019Assets 2020: $567,820Liabilities 2020: $193,928Net Assets 2020: $373,8922020Assets 2021: $596,347Liabilities 2021: $227,481Net Assets 2021: $368,8662021Assets 2022: $885,238Liabilities 2022: $230,360Net Assets 2022: $654,8782022Assets 2023: $1,221,659Liabilities 2023: $264,218Net Assets 2023: $957,4412023Assets 2024: $1,218,827Liabilities 2024: $195,293Net Assets 2024: $1,023,5342024

Highlighted filing

2018

Assets$255,277
Liabilities$49,657
Net Assets$205,620
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $252,632Expenses 2016: $219,064Net Income 2016: $33,5682016Revenue 2017: $395,671Expenses 2017: $404,680Net Income 2017: -$9,0092017Revenue 2018: $670,201Expenses 2018: $560,046Net Income 2018: $110,1552018Revenue 2019: $894,373Expenses 2019: $837,977Net Income 2019: $56,3962019Revenue 2020: $1,394,030Expenses 2020: $1,282,154Net Income 2020: $111,8762020Revenue 2021: $1,843,123Expenses 2021: $1,811,211Net Income 2021: $31,9122021Revenue 2022: $2,040,094Expenses 2022: $1,742,082Net Income 2022: $298,0122022Revenue 2023: $2,477,627Expenses 2023: $2,175,064Net Income 2023: $302,5632023Revenue 2024: $2,379,397Expenses 2024: $2,313,304Net Income 2024: $66,0932024

Highlighted filing

2018

Revenue$670,201
Expenses$560,046
Net Income$110,155
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 16, 2019
Return Version
2018v3.1
Gross Receipts
$670,201
Mission and Program Overview

Mission

To provide low and no-cost legal services to victims of domestic violence, sexual assault, and human trafficking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$121,913-
Cash and Non-Interest-Bearing Accounts$42,557$87,402▲ $44,845
Accounts Receivable-$44,564-
Prepaid Expenses and Deferred Charges-$1,398-
Total Assets$43,120$255,277▲ $212,157
Other Assets Total$563$0▼ $563
Liabilities
Accounts Payable and Accrued Expenses-$49,657-
Other Liabilities$12,196$0▼ $12,196
Total Liabilities$12,196$49,657▲ $37,461
Net Assets / Fund Balance
Unrestricted Net Assets$30,924$205,620▲ $174,696
Total Net Assets Fund Balance$30,924$205,620▲ $174,696
Total Liabilities and Net Assets / Fund Balance$43,120$255,277▲ $212,157
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen SchulzPresident & CEOPT$42,373$5,094$47,467

Board Members and Trustees

NameTitle
Robert DefilipisBoard Member
Hans WynholdsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$605,454
Program Service Revenue
$64,747
Investment Income
$0
Other Revenue
$0
All Other Contributions
$170,960
Change in Net Assets
$110,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$341,413
Other Expenses$218,633
Total Fundraising Expense$512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$251,972--$251,972
Current Officers, Directors, Trustees, and Key Employees$35,161$11,833$472$47,466
Payroll Taxes$23,183$863$35$24,081
Occupancy-$18,800-$18,800
Office Expenses$12,917$5,829-$18,746
Other Employee Benefits$17,784$105$5$17,894
Fees for Services Other$13,737$2,097-$15,834
Insurance-$10,823-$10,823
Travel$6,896--$6,896
Fees for Services Accounting-$3,996-$3,996
Other Expenses$13,928$1,205-$1,205
Advertising$242--$242
Conferences and Meetings$215--$215
Total Functional Expenses$503,983$55,551$512$560,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Hans wynholds is karen schulz's father.”

Form 990, Part VI, Section A, Line 8B

“As of end of 2018, there were only 3 board members and there were no committees for the organization.”

Form 990, Part VI, Section B, Line 11B

“After initial review by bookkeeper, form 990 is then reviewed by the ceo/president. All board members receive a copy of the 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available to the public upon request.”

Form 990 Part VI Section A Line 1A and 1B

“In july 2019, three new independent board members joined the organization and the president & ceo of the board gave up her voting power in the board.”

Form 990 Part VI Section B Line 12B, 12C and 13

“In july 2019, the organizaion adopted a written conflict of interest policy that requires officers, directors, trustees and key employees to disclose annually interests that could give rise to conflicts. The organization will also adopt written whistleblower policy in the near future.”

Filing and Contact Details

Filer

Filer Name
Step Forward Foundation
EIN
20-8172439
Phone
4089158698
Address
16264 CHURCH STREET NO 103, MORGAN HILL, CA 95037

Signing Officer

Name
Karen Schulz
Title
President & CEO
Phone
4089158698
Signed
2019-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Schulz
Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
6
Volunteers
2

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Lawrence S Kuechler
Phone
4082006400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book/tax difference for 481(a) adjustment 64,541.”

Raw XML Appendix352 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANS WYNHOLDS IS KAREN SCHULZ'S FATHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS OF END OF 2018, THERE WERE ONLY 3 BOARD MEMBERS AND THERE WERE NO COMMITTEES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER INITIAL REVIEW BY BOOKKEEPER, FORM 990 IS THEN REVIEWED BY THE CEO/PRESIDENT. ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN JULY 2019, THREE NEW INDEPENDENT BOARD MEMBERS JOINED THE ORGANIZATION AND THE PRESIDENT & CEO OF THE BOARD GAVE UP HER VOTING POWER IN THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN JULY 2019, THE ORGANIZAION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION WILL ALSO ADOPT WRITTEN WHISTLEBLOWER POLICY IN THE NEAR FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK/TAX DIFFERENCE FOR 481(A) ADJUSTMENT 64,541.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VI SECTION A LINE 1A AND 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VI SECTION B LINE 12B, 12C AND 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990/TotalContributionsAmt0605454
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0512
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055551
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0503983
IRS990/TotalFunctionalExpensesGrp/TotalAmt0560046
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IRS990/TotalLiabilitiesEOYAmt049657
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IRS990/TotalReportableCompFromOrgAmt042373
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064747
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06896
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04089158698
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-16
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ReturnHeader/FilingSecurityInformation/IPTm019:08:30
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W SAN FERNANDO ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE S KUECHLER
ReturnHeader/ReturnTs02019-08-16T19:10:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,277
Liabilities
$49,657
Net assets
$205,620
Revenue
$670,201
Expenses
$560,046
Net income
$110,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.20$1.02$2.38$2.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.26$0.96$2.48$2.18$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.23$0.65$2.04$1.74$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.23$0.37$1.84$1.81$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.19$0.37$1.39$1.28$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.11$0.26$0.89$0.84$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.67$0.56$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$0.40$0.40$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.25$0.22$0.03