Stepping Forward Foundation

990PF • Fiscal year 2023 • EIN 27-4013541

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

Organization Profile

PO Box 1538Billings, MT 59103-1538

(406) 208-4408

Siviq Scores

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

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

39%

Higher net margin than 85% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

13%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

-8.2%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets40th percentile

Assets

$868,121

Up $99,078 (+13%) from 2022

Net Assets

$868,121

Up $99,078 (+13%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin85th percentile

Revenue

Down

$253,765

Down $22,679 (-8.2%) from 2022

Expenses

$154,687

Up $3,469 (+2.3%) from 2022

Net Income

Down

$99,078

Down $26,148 (-21%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2023

Assets$868,121

Liabilities$0

Net Assets$868,121

Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2023

Revenue$253,765

Expenses$154,687

Net Income$99,078

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 9, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LYN A FINDLEY	Pres/Sec/Treas	-	$0	-	-
BENJAMIN C FINDLEY	Director	-	$0	-	-
LEAH A FINDLEY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Stepping Forward Foundation
EIN: 27-4013541
Phone: 4062084408
Address: PO BOX 1538, BILLINGS, MT 59103-1538

Signing Officer

Name: Kristin Greb
Title: Foundation Manager
Phone: 4062084408
Signed: 2024-11-09
Discuss with paid preparer: Yes

Preparer

Firm: Pinion LLC
Address: 402 N BROADWAY 4TH FLOOR, BILLINGS, MT 59101
Preparer: Daniel Miller
Phone: 4062455136

Raw XML Appendix350 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	51400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	51500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PHILANTHROPIC PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PHILANTHROPIC PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PHILANTHROPIC PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BILLINGS SENIOR HIGH - HOLIDAY GIFT CARD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	MONTANA STATE UNIVERSITY - BILLINGS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	425 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1500 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BILLINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BILLINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	59101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	59101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	32862
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	105400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	44442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	44442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	104108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	101549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	124871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	101370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	114706
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	114706
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	536005
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	104107
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	104108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	101549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	124871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	101370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	148549
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	104107
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	650711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	546604
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	LYN AND RICHARD FINDLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 1538
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BILLINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	59103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	200000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PENALTIES & INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	534
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	534
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	27
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5927
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5927
TaxesSchedule/TaxesDetail/Amt	0	184
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	184
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KRISTIN GREB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4062084408
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STEPPING FORWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	STEP
ReturnHeader/Filer/EIN	0	274013541
ReturnHeader/Filer/PhoneNum	0	4062084408
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1538
ReturnHeader/Filer/USAddress/CityNm	0	BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MT
ReturnHeader/Filer/USAddress/ZIPCd	0	591031538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	402 N BROADWAY 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	59101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4062455136
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL MILLER
ReturnHeader/ReturnTs	0	2024-11-14T23:54:56-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $868,121
Liabilities: $0
Net assets: $868,121
Revenue: $253,765
Expenses: $154,687
Net income: $99,078

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.05	$0.00	$9.05	$1.78	$1.42	$0.37
2023Detailed filing. Detailed filing data is available for this year.	$8.68	$0.00	$8.68	$2.54	$1.55	$0.99
2022Detailed filing. Detailed filing data is available for this year.	$7.69	$0.00	$7.69	$2.76	$1.51	$1.25
2021Detailed filing. Detailed filing data is available for this year.	$6.44	$0.00	$6.44	$1.95	$1.46	$0.49
2020Detailed filing. Detailed filing data is available for this year.	$5.95	$0.00	$5.95	$0.68	$1.70	$1.02
2019Detailed filing. Detailed filing data is available for this year.	$6.97	$0.00	$6.97	$1.05	$1.48	$0.43
2011Detailed filing. Detailed filing data is available for this year.	$1.00	$0.01	$0.99		$0.01