Civic Intelligence

Step Forward Foundation

990 • Fiscal year 2020 • EIN 20-8172439

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

Organization ProfileWWW.STEPFWD.ORG
PO Box 123Morgan Hill, CA 95038

(408) 915-8698

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.34x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

8.0%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$96,983

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$567,820

Up $197,395 (+53%) from 2019

Net Assets

Up

$373,892

Up $111,876 (+43%) from 2019

Liabilities

Up

$193,928

Up $85,519 (+79%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin55th percentile

Revenue

Up

$1,394,030

Up $499,657 (+56%) from 2019

Expenses

Up

$1,282,154

Up $444,177 (+53%) from 2019

Net Income

Up

$111,876

Up $55,480 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$567,820
Liabilities$193,928
Net Assets$373,892
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$1,394,030
Expenses$1,282,154
Net Income$111,876
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.1
Gross Receipts
$1,394,030
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$297,364--
Accounts Receivable$50,896$290,876▲ $239,980
Cash and Non-Interest-Bearing Accounts$21,525$273,205▲ $251,680
Prepaid Expenses and Deferred Charges$640$2,739▲ $2,099
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$370,425$567,820▲ $197,395
Other Assets Total-$1,000-
Liabilities
Accounts Payable and Accrued Expenses$108,409$180,233▲ $71,824
Deferred Revenue-$13,695-
Total Liabilities$108,409$193,928▲ $85,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$262,016$373,892▲ $111,876
Total Net Assets Fund Balance$262,016$373,892▲ $111,876
Total Liabilities and Net Assets / Fund Balance$370,425$567,820▲ $197,395

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$33,397$33,397
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen SchulzExecutive DirectorFT$96,913$70$96,983

Board Members and Trustees

NameTitle
Robert DefilipisBoard Chairman
Carlota MontesBoard Member
Dieu-my Mimi NguyenBoard Member
Vish SoroushianBoard Member
Hans WynholdsBoard Member/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Ruth Silver TaubeLegal Service To Clients1339 PAULINE DRIVE, Sunnyvale, CA 94087$153,273
Revenue and Support

Revenue Composition

Contributions and Grants
$1,377,719
Program Service Revenue
$15,173
Investment Income
$1
Other Revenue
$1,137
All Other Contributions
$3,192
Change in Net Assets
$111,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$652,926
Salaries, Compensation, and Employee Benefits$629,228
Total Fundraising Expense$1,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$471,726--$471,726
Other Salaries and Wages$433,398$20,999-$454,397
Current Officers, Directors, Trustees, and Key Employees$75,955$19,817$967$96,739
Fees for Services Other$67,558--$67,558
Payroll Taxes$40,613$3,439$74$44,126
Occupancy$33,444$3,436-$36,880
Other Employee Benefits$29,489$4,468$9$33,966
Office Expenses$26,396$3,739-$30,135
Insurance$18,957$1,424-$20,381
Information Technology$5,257$128-$5,385
Fees for Services Accounting-$5,042-$5,042
Travel$3,249$138-$3,387
Depreciation Depletion-$1,423-$1,423
Other Expenses$297$367-$367
Conferences and Meetings$258--$258
Total Functional Expenses$1,216,586$64,518$1,050$1,282,154
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

“At the end of 2020, there were only five members on the board. 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 B, Line 12C

“The conflict of interest policy requires officers, directors, trustees and key employees to disclose annually interests that could give rise to conflicts.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Step Forward Foundation
EIN
20-8172439
Phone
4089158698
Address
PO BOX 123, MORGAN HILL, CA 95038

Signing Officer

Name
Karen Schulz
Title
Executive Director
Phone
4089158698
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Schulz
Formed
2006
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
4

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Matthew Petroski
Phone
4082006400
Raw XML Appendix397 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0862771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0605454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0371182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0171365
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03388492
IRS990ScheduleA/TotalSupportAmt03390377
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033397
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033397
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANS WYNHOLDS IS KAREN SCHULZ'S FATHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE END OF 2020, THERE WERE ONLY FIVE MEMBERS ON THE BOARD. 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 CONFLICT OF INTEREST POLICY REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0370425
IRS990/TotalAssetsEOYAmt0567820
IRS990/TotalAssetsGrp/BOYAmt0370425
IRS990/TotalAssetsGrp/EOYAmt0567820
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01377719
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01050
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064518
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01216586
IRS990/TotalFunctionalExpensesGrp/TotalAmt01282154
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0108409
IRS990/TotalLiabilitiesEOYAmt0193928
IRS990/TotalLiabilitiesGrp/BOYAmt0108409
IRS990/TotalLiabilitiesGrp/EOYAmt0193928
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0262016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0373892
IRS990/TotalOtherCompensationAmt070
IRS990/TotalProgramServiceExpensesAmt01216586
IRS990/TotalProgramServiceRevenueAmt015173
IRS990/TotalReportableCompFromOrgAmt096913
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01394030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0567820
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0138
IRS990/TravelGrp/ProgramServicesAmt03249
IRS990/TravelGrp/TotalAmt03387
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 123
IRS990/USAddress/CityNm0MORGAN HILL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095038
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.STEPFWD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04089158698
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0208172439
ReturnHeader/Filer/PhoneNum04089158698
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 123
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W SAN FERNANDO ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW PETROSKI
ReturnHeader/ReturnTs02021-03-30T18:41:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,820
Liabilities
$193,928
Net assets
$373,892
Revenue
$1,394,030
Expenses
$1,282,154
Net income
$111,876
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