Civic Intelligence

Step House of Santa Ana

EIN 23-7373783 • 501(c)3

Profile

Provide sober living facilities

13472 Gilbert St92844-2346
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

0.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$300,776

Up $757 (+0.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$300,776

Up $757 (+0.3%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin52nd percentile

Revenue

Up

$26,891

Up $4,297 (+19%) from 2013

Expenses

Up

$26,134

Up $2,131 (+8.9%) from 2013

Net Income

Up

$757

Up $2,166 (+154%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $300,019Liabilities 2013: $0Net Assets 2013: $300,0192013Assets 2014: $300,776Liabilities 2014: $0Net Assets 2014: $300,7762014

Highlighted filing

2014

Assets$300,776
Liabilities$0
Net Assets$300,776
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2013: $22,594Expenses 2013: $24,003Net Income 2013: -$1,4092013Revenue 2014: $26,891Expenses 2014: $26,134Net Income 2014: $7572014

Highlighted filing

2014

Revenue$26,891
Expenses$26,134
Net Income$757
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,776
Liabilities
$0
Net assets
$300,776
Revenue
$26,891
Expenses
$26,134
Net income
$757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.27$0.26$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.23$0.24$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.1
Gross Receipts
$26,891
Mission and Program Overview

Mission

Provide sober living facilities

Program Services

DescriptionGrantsExpenses
PROVIDED SOBER LIVING FACILITIES FOR UP TO TEN ALCOHOLICS PER MONTH--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS TALBOTTPresidentPT$0--
SCOTT MCKAYBoard MemberPT$0--
DAVE MCCARTERManagerPT$0--
KENNETH CHEATHAMBoard Member-$0--
CHARLIE STEFFEYBoard Member-$0--
STUART MCCRAEBoard Member-$0--
Filing and Contact Details

Filer

EIN
23-7373783

Signing Officer

Name
Dennis Talbott
Title
President
Phone
7145309115
Signed
2014-10-07
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth Cheatham
Phone
6572104880
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTAXES FTB AND ATTORNEY GENERAL 35AT&T 734WASHER DRYER 480CABLE 2,501FOOD 402INSURANCE 495PUBLICATIONS 386OFFICE SUPPLIES 1,320REPAIRS MAINTENANCE 2,980PROPERTY TAX 367OFFICE EQUIPMENT 224MATERIALS 6,021LAWN SUPPLIES 718OUTDOOR EQUIPMENT 2,016HVAC SERVICE 180REPAIRS 2,761COSTCO MEMBERSHIP 55”

Description of other assets Part II line 24

“Category Beginning of Year End of YearLAND 102,500 102,500BUILDINGS & EQUIPMENT 70,980 70,980”

Raw XML Appendix188 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DENNIS TALBOTT
CompensationExplanation/CompensationExplanationGrp/PersonNm1SCOTT MCKAY
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVE MCCARTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3KENNETH CHEATHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm4CHARLIE STEFFEY
CompensationExplanation/CompensationExplanationGrp/PersonNm5STUART MCCRAE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5NO COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DENNIS TALBOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum07145309115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1016572 FOUNTAIN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092647
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024039
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024796
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0757
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0300019
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0300776
IRS990EZ/GrossReceiptsAmt026891
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0105
IRS990EZ/LandAndBuildingsGrp/BOYAmt0102500
IRS990EZ/LandAndBuildingsGrp/EOYAmt0102500
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026786
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0300019
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0300776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0300019
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0300776
IRS990EZ/OccupancyRentUtltsAndMaintAmt03959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS TALBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT MCKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE MCCARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNETH CHEATHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLIE STEFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STUART MCCRAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0173480
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0173480
IRS990EZ/OtherExpensesTotalAmt021675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SOBER LIVING FACILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SOBER LIVING FACILITIES FOR UP TO TEN ALCOHOLICS PER MONTH
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026134
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt026891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0580
IRS990ScheduleA/InvestmentIncomeCYPct00.00460
IRS990ScheduleA/InvestmentIncomePYPct00.00790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99540
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt0125664
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025447
IRS990ScheduleA/Total509Grp/TotalAmt0125664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025567
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126244
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTAXES FTB AND ATTORNEY GENERAL 35AT&T 734WASHER DRYER 480CABLE 2,501FOOD 402INSURANCE 495PUBLICATIONS 386OFFICE SUPPLIES 1,320REPAIRS MAINTENANCE 2,980PROPERTY TAX 367OFFICE EQUIPMENT 224MATERIALS 6,021LAWN SUPPLIES 718OUTDOOR EQUIPMENT 2,016HVAC SERVICE 180REPAIRS 2,761COSTCO MEMBERSHIP 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLAND 102,500 102,500BUILDINGS & EQUIPMENT 70,980 70,980
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS TALBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145309115
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10STEP HOUSE OF SANTA ANA
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0237373783
ReturnHeader/Filer/USAddress/AddressLine1013472 GILBERT ST
ReturnHeader/Filer/USAddress/City0GARDEN GROVE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0928442346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330736856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KD Estate Planning Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101425 W River Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092706
ReturnHeader/PreparerPersonGrp/PhoneNum06572104880
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Cheatham
ReturnHeader/ReturnTs02014-10-17T11:12:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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