Civic Intelligence

The Step Family Foundation

EIN 35-2016508 • Rancho Santa Fe, CA

PO Box 8997Rancho Santa Fe, CA 92067
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

98th percentile

301%

Faster asset growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

42010%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$961,265

Up $721,382 (+301%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$961,265

Up $721,382 (+301%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Up

$1,261,208

Up $1,258,213 (+42010%) from 2023

Expenses

Up

$539,826

Up $536,881 (+18230%) from 2023

Net Income

Up

$721,382

Up $721,332 (+1442664%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$1.0M$500K$0Assets 2010: $312,712Liabilities 2010: $0Net Assets 2010: $312,7122010Assets 2011: $306,123Liabilities 2011: $3,346Net Assets 2011: $302,7772011Assets 2012: $385,393Liabilities 2012: $13,248Net Assets 2012: $372,1452012Assets 2013: $405,566Liabilities 2013: $0Net Assets 2013: $405,5662013Assets 2014: $415,781Liabilities 2014: $0Net Assets 2014: $415,7812014Assets 2015: $144,620Liabilities 2015: $0Net Assets 2015: $144,6202015Assets 2016: $730,177Liabilities 2016: $0Net Assets 2016: $730,1772016Assets 2017: $154,285Liabilities 2017: $0Net Assets 2017: $154,2852017Assets 2018: $162,179Liabilities 2018: $0Net Assets 2018: $162,1792018Assets 2019: $248,614Liabilities 2019: $0Net Assets 2019: $248,6142019Assets 2020: $240,175Liabilities 2020: $0Net Assets 2020: $240,1752020Assets 2021: $240,004Liabilities 2021: $0Net Assets 2021: $240,0042021Assets 2022: $239,833Liabilities 2022: $0Net Assets 2022: $239,8332022Assets 2023: $239,883Liabilities 2023: $0Net Assets 2023: $239,8832023Assets 2024: $961,265Liabilities 2024: $0Net Assets 2024: $961,2652024

Highlighted filing

2024

Assets$961,265
Liabilities$0
Net Assets$961,265
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $95,3162010Expenses 2011: $100,6652011Expenses 2012: $103,7762012Revenue 2013: $122,012Expenses 2013: $88,591Net Income 2013: $33,4212013Revenue 2014: $102,639Expenses 2014: $92,424Net Income 2014: $10,2152014Revenue 2015: $103,058Expenses 2015: $374,219Net Income 2015: -$271,1612015Revenue 2016: $654,900Expenses 2016: $69,343Net Income 2016: $585,5572016Revenue 2017: $56,450Expenses 2017: $605,354Net Income 2017: -$548,9042017Revenue 2018: $10,669Expenses 2018: $2,775Net Income 2018: $7,8942018Revenue 2019: $101,912Expenses 2019: $230,515Net Income 2019: -$128,6032019Revenue 2020: $3,546Expenses 2020: $107,911Net Income 2020: -$104,3652020Revenue 2021: $2,214Expenses 2021: $2,385Net Income 2021: -$1712021Revenue 2022: $2,324Expenses 2022: $2,495Net Income 2022: -$1712022Revenue 2023: $2,995Expenses 2023: $2,945Net Income 2023: $502023Revenue 2024: $1,261,208Expenses 2024: $539,826Net Income 2024: $721,3822024

Highlighted filing

2024

Revenue$1,261,208
Expenses$539,826
Net Income$721,382
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$961,265
Liabilities
$0
Net assets
$961,265
Revenue
$1,261,208
Expenses
$539,826
Net income
$721,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.26$0.54$0.72
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.10$0.23$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.06$0.61$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.65$0.07$0.59
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.10$0.37$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.37$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.30$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANNAH STEPTrustee-$0--
STEVEN H STEPTrustee-$0--
MICHAEL D STEPTrustee-$0--
JONATHAN A STEPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Step Family Foundation
EIN
35-2016508
Phone
8587598958
Address
PO BOX 8997, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Hannah Step
Title
Trustee
Phone
8587598958
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Abbey Henne
Phone
8584551200
Raw XML Appendix318 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/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08587598958
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HANNAH STEP
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MICHAEL D STEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0537801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UC SAN DIEGO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY UNDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09500 GILMAN DRIVE 0940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0920930940
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0537801
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031621
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0202567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0202567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0607581
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0506180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101401
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0537801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0506180
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0810148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0303968
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HANNAH L STEP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MICHAEL D STEP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 8997
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17688 NORTHERN LIGHTS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RANCHO SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092067
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192127
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01237289
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16954
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01893959
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt195694
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc011800 SHARES OF JOHNSON & JOHNSON INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1120 SHARES OF ELI LILLY AND CO STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-10-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-11-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HANNAH STEP
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MICHAEL D STEP
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 8997
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt17688 NORTHERN LIGHTS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RANCHO SANTA FE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SAN DIEGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092067
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd192127
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HANNAH STEP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08587598958
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEP FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0352016508
ReturnHeader/Filer/PhoneNum08587598958
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8997
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330690020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584551200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBEY HENNE
ReturnHeader/ReturnTs02025-05-09T13:55:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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