Civic Intelligence

The Step Family Foundation

990PF • Fiscal year 2014 • EIN 35-2016508

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
PO Box 8997Rancho Santa Fe, CA 92067

(858) 759-8958

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

10.0%

Higher net margin than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$415,781

Up $10,215 (+2.5%) from 2013

Net Assets

Up

$415,781

Up $10,215 (+2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin64th percentile

Revenue

Down

$102,639

Down $19,373 (-16%) from 2013

Expenses

Up

$92,424

Up $3,833 (+4.3%) from 2013

Net Income

Down

$10,215

Down $23,206 (-69%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2014

Assets$415,781
Liabilities$0
Net Assets$415,781
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$102,639
Expenses$92,424
Net Income$10,215
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE L STEPTrustee-$0--
HANNAH STEPTrustee-$0--
STEVEN H STEPTrustee-$0--
MICHAEL D STEPTrustee-$0--
JONATHAN A STEPTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED JEWISH FEDERATION OF SAN DIEGOGENERAL SUPPORTPUBLIC CHARITYSAN DIEGO, CA, US$80,000
Paid GrantCHRISTEL HOUSE INTERNATIONALGENERAL SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$2,000
Paid GrantINDIANA UNIVERSITY FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$2,000
Paid GrantNORTH COAST REPERTORYGENERAL SUPPORTPUBLIC CHARITYSOLANA BEACH, CA, US$419
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
Eugene L Step
Title
Trustee
Phone
8587598958
Signed
2015-05-13
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
Robert E Lofgren
Phone
8584551200
Raw XML Appendix329 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/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HANNAH STEP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 8997
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RANCHO SANTA FE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
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/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3419
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTEL HOUSE INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INDIANA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED JEWISH FEDERATION OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTH COAST REPERTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 W MARKET ST 1990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 660245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24950 MURRAY CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3987 LOMAS SANTA FE DRIVE STE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SOLANA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084419
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/AppliedToCurrentYearAmt068618
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020281
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0152417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088899
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083799
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020281
TaxesSchedule/TaxesDetail/Amt03525
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE L STEP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08587598958
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
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/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/PreparerPersonNm0ROBERT E LOFGREN
ReturnHeader/ReturnTs02015-05-14T12:42:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$415,781
Liabilities
$0
Net assets
$415,781
Revenue
$102,639
Expenses
$92,424
Net income
$10,215
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits