Civic Intelligence

Steffen Foundation

990PF • Fiscal year 2020 • EIN 27-4314090

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

Organization Profile
22475 Baxter RoadWildomar, CA 92595

(909) 772-4633

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-112%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

17th percentile

-6.2%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-15%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$755,542

Down $50,209 (-6.2%) from 2019

Net Assets

Down

$755,542

Down $50,209 (-6.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin7th percentile

Revenue

Down

$44,891

Down $8,050 (-15%) from 2019

Expenses

Up

$95,100

Up $6,648 (+7.5%) from 2019

Net Income

Down

-$50,209

Down $14,698 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $790,951Liabilities 2014: $0Net Assets 2014: $790,9512014Assets 2015: $799,625Liabilities 2015: $0Net Assets 2015: $799,6252015Assets 2016: $803,729Liabilities 2016: $0Net Assets 2016: $803,7292016Assets 2017: $794,341Liabilities 2017: $0Net Assets 2017: $794,3412017Assets 2018: $841,262Liabilities 2018: $0Net Assets 2018: $841,2622018Assets 2019: $805,751Liabilities 2019: $0Net Assets 2019: $805,7512019Assets 2020: $755,542Liabilities 2020: $0Net Assets 2020: $755,5422020Assets 2021: $814,413Liabilities 2021: $0Net Assets 2021: $814,4132021Assets 2022: $985,579Liabilities 2022: $0Net Assets 2022: $985,5792022Assets 2023: $1,138,332Liabilities 2023: $0Net Assets 2023: $1,138,3322023Assets 2024: $1,306,600Liabilities 2024: $0Net Assets 2024: $1,306,6002024

Highlighted filing

2020

Assets$755,542
Liabilities$0
Net Assets$755,542
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $0Expenses 2014: $73,686Net Income 2014: -$73,6862014Revenue 2015: $82,235Expenses 2015: $73,561Net Income 2015: $8,6742015Revenue 2016: $75,562Expenses 2016: $71,458Net Income 2016: $4,1042016Revenue 2017: $79,425Expenses 2017: $88,813Net Income 2017: -$9,3882017Revenue 2018: $148,567Expenses 2018: $101,646Net Income 2018: $46,9212018Revenue 2019: $52,941Expenses 2019: $88,452Net Income 2019: -$35,5112019Revenue 2020: $44,891Expenses 2020: $95,100Net Income 2020: -$50,2092020Revenue 2021: $139,225Expenses 2021: $80,354Net Income 2021: $58,8712021Revenue 2022: $239,000Expenses 2022: $67,834Net Income 2022: $171,1662022Revenue 2023: $256,125Expenses 2023: $103,372Net Income 2023: $152,7532023Revenue 2024: $270,504Expenses 2024: $109,934Net Income 2024: $160,5702024

Highlighted filing

2020

Revenue$44,891
Expenses$95,100
Net Income-$50,209
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dirk SteffenPres & Sec-$0--
Tracy SteffenCFO-$0--
Filing and Contact Details

Filer

Filer Name
Steffen Foundation
EIN
27-4314090
Phone
9097724633
Address
22475 Baxter Road, Wildomar, CA 92595

Signing Officer

Name
Dirk Steffen
Title
President & Sec
Signed
2021-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Michael R Boulger CPA Apc
Address
4747 MORENA BLVD STE 250, SAN DIEGO, CA 92117
Preparer
Michael R Boulger CPA
Phone
8582704360
Raw XML Appendix286 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tracy Steffen
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Dirk Steffen
IRS990PF/StatementsRegardingActyGrp/PhoneNum09097724633
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Hospice of the Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Jacof's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The Love Song Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt629970 Technology Dr suite 108
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035961
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035961
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0248866
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094024
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056398
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0284827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0228429
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Steffen Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022475 Baxter Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Wildomar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092595
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt039000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Charitable Event Hosting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0107
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dirk Steffen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Sec
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Steffen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0274314090
ReturnHeader/Filer/PhoneNum09097724633
ReturnHeader/Filer/USAddress/AddressLine1Txt022475 Baxter Road
ReturnHeader/Filer/USAddress/CityNm0Wildomar
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481297776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL R BOULGER CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 MORENA BLVD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08582704360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael R Boulger CPA
ReturnHeader/ReturnTs02021-04-07T09:13:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dirk
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Steffen
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$755,542
Liabilities
$0
Net assets
$755,542
Revenue
$44,891
Expenses
$95,100
Net income
-$50,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.27$0.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.26$0.10$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.24$0.07$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.00$0.07$0.07