Civic Intelligence

Step Forward Initiative

EIN 45-3811394 • 501(c)3 • Palo Alto, CA

Profile

To address unmet medical and social needs in underserved areas of the world

527 Hale StreetPalo Alto, CA 94301

www.stepforwardinitiative.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

473%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,060

Up $3,996 (+36%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$15,060

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$41,049

Up $33,889 (+473%) from 2024

Expenses

Up

$37,053

Up $36,003 (+3429%) from 2024

Net Income

Down

$3,996

Down $2,114 (-35%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$150K$100K$50K$0Assets 2012: $4,699Net Assets 2012: $4,6992012Assets 2013: $2,853Liabilities 2013: $02013Assets 2014: $42,553Liabilities 2014: $02014Assets 2015: $94,997Liabilities 2015: $02015Assets 2016: $118,426Liabilities 2016: $17,508Net Assets 2016: $100,9182016Assets 2017: $51,517Net Assets 2017: $51,5172017Assets 2018: $41,106Net Assets 2018: $41,1062018Assets 2019: $4,364Net Assets 2019: $4,3642019Assets 2020: $30,787Net Assets 2020: $30,7872020Assets 2021: $2,326Net Assets 2021: $2,3262021Assets 2022: $6,753Net Assets 2022: $6,7532022Assets 2023: $4,954Net Assets 2023: $4,9542023Assets 2024: $11,064Liabilities 2024: $02024Assets 2025: $15,060Net Assets 2025: $15,0602025

Highlighted filing

2025

Assets$15,060
Liabilities-
Net Assets$15,060
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $45,150Expenses 2012: $40,451Net Income 2012: $4,6992012Revenue 2013: $37,370Expenses 2013: $39,216Net Income 2013: -$1,8462013Revenue 2014: $122,661Expenses 2014: $82,961Net Income 2014: $39,7002014Revenue 2015: $104,900Expenses 2015: $52,456Net Income 2015: $52,4442015Revenue 2016: $32,570Expenses 2016: $26,649Net Income 2016: $5,9212016Revenue 2017: $3,540Expenses 2017: $70,449Net Income 2017: -$66,9092017Revenue 2018: $25,250Expenses 2018: $35,661Net Income 2018: -$10,4112018Revenue 2019: $12,148Expenses 2019: $48,890Net Income 2019: -$36,7422019Revenue 2020: $28,563Expenses 2020: $2,140Net Income 2020: $26,4232020Revenue 2021: $41,922Expenses 2021: $70,383Net Income 2021: -$28,4612021Revenue 2022: $6,100Expenses 2022: $1,673Net Income 2022: $4,4272022Revenue 2023: $59,867Expenses 2023: $61,666Net Income 2023: -$1,7992023Revenue 2024: $7,160Expenses 2024: $1,050Net Income 2024: $6,1102024Revenue 2025: $41,049Expenses 2025: $37,053Net Income 2025: $3,9962025

Highlighted filing

2025

Revenue$41,049
Expenses$37,053
Net Income$3,996
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,060
Liabilities
-
Net assets
$15,060
Revenue
$41,049
Expenses
$37,053
Net income
$3,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.41$0.37$0.04
2024Summary only. Only limited summary data is available for this year.$0.11$0.00$0.07$0.01$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.60$0.62$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$0.06$0.02$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.02$0.42$0.70$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.29$0.02$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.04$0.12$0.49$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.25$0.36$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.04$0.70$0.67
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.18$1.01$0.33$0.27$0.06
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$1.05$0.52$0.52
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$1.23$0.83$0.40
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.37$0.39$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.45$0.40$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$41,049
Mission and Program Overview

Mission

To address unmet medical and social needs in underserved areas of the world

Program Services

DescriptionGrantsExpenses
In late-December, 2024, SFI initiated a new program in partnership with Dr. Kunchok Dorjee of Johns Hopkins University and the Diluv Hutugthu Foundation (DHF), founded by Telo Rinpoche and based in Ulaanbaatar with the ultimate goal to stop the spread of TB in kids in Mongolia. The two-year pilot project will screen 2000 students residing in dormitories and monasteries in Ulaanbaatar and Zavkhan, a western province in Mongolia. Students will be screened for active and latent TB infection using an integrated algorithm consisting of symptom screening, clinical examination, tuberculin skin testing (TST), digital x-ray with artificial intelligence (AI) and molecular diagnostics. Study participants will also be tested for Hepatitis B and, if needed, will be provided with vaccinations. In addition, DHF will conduct programs to generate awareness in the communities about latent TB infection and TB prevention.-$33,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON HAAKPresident-$0--
LINDA FENNEYDirector-$0--
JANAK KOIRALADirector-$0--
ADRIENNE MACMILLANTreasurer-$0--
DARLENE MARKOVICHDirector-$0--
STANLEY DIRKSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Step Forward Initiative
EIN
45-3811394
Phone
6507763271
Address
527 HALE STREET, PALO ALTO, CA 94301

Signing Officer

Name
Adrienne Macmillan
Title
Treasurer
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Laarni von Ruden CPA
Address
PO Box 94, Palo Alto, CA 94302
Preparer
Laarni Von Ruden
Phone
6508140446
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.7

“Class of Activity: CHARITABLE PURPOSE | Donee's Name: JOHNS HOPKINS UNIVERSITY | Donee's Address: DR KUNCHOK DORJEE BALTIMORE MD 21205 | Relationship of Donee: NONE | Cash Amount Given: $33000”

Other Expenses.1003

“Information Technology $1008”

Other Expenses.1012

“Insurance $1525”

Other Expenses.1

“OTHER EXPENSE $1390”

Other Expenses.2

“BANK SERVICE CHARGES $5”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADDRESS UNMET MEDICAL AND SOCIAL NEEDS IN UNDERSERVED AREAS OF THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0In late-December, 2024, SFI initiated a new program in partnership with Dr. Kunchok Dorjee of Johns Hopkins University and the Diluv Hutugthu Foundation (DHF), founded by Telo Rinpoche and based in Ulaanbaatar with the ultimate goal to stop the spread of TB in kids in Mongolia. The two-year pilot project will screen 2000 students residing in dormitories and monasteries in Ulaanbaatar and Zavkhan, a western province in Mongolia. Students will be screened for active and latent TB infection using an integrated algorithm consisting of symptom screening, clinical examination, tuberculin skin testing (TST), digital x-ray with artificial intelligence (AI) and molecular diagnostics. Study participants will also be tested for Hepatitis B and, if needed, will be provided with vaccinations. In addition, DHF will conduct programs to generate awareness in the communities about latent TB infection and TB prevention.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0WWW.STEPFORWARDINITIATIVE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041049
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0155838
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalSupportAmt0156098
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1525
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.7
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
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ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0453811394
ReturnHeader/Filer/PhoneNum06507763271
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ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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