Civic Intelligence

Step Forward Initiative Inc.

990EZ • Fiscal year 2014 • EIN 45-3811394

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 08, 2014

Organization ProfileWWW.STEPFORWARDINITIATIVE.ORG
527 Hale Street94301

(650) 327-3271

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

1392%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

228%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$42,553

Flat from 2014

Net Assets

$42,553

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Flat

$122,661

Flat from 2014

Expenses

Flat

$82,961

Flat from 2014

Net Income

Flat

$39,700

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150K$100K$50K$0Assets 2012: $4,699Net Assets 2012: $4,6992012Assets 2013: $2,853Liabilities 2013: $02013Assets 2014: $42,553Net Assets 2014: $42,5532014Assets 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

2014

Assets$42,553
Liabilities-
Net Assets$42,553
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

2014

Revenue$122,661
Expenses$82,961
Net Income$39,700
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 8, 2014
Return Version
2013v3.1
Gross Receipts
$122,661
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROGRAM RELATED TRAVEL AND OPERATING EXPENSES TO FURTHER THE MEDICAL, EDUCATIONAL AND SOCIAL SERVICE MISSION OF THE CHARITY$38,360-
PROVIDED HUMANITARIAN AID TO THE KALMYKIA TB PROJECT$19,207-
EDUCATIONAL EXCHANGE KALMYKIA-BURYATIA$15,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

EIN
45-3811394
Phone
6503273271

Signing Officer

Name
Adrienne Macmillan
Title
Treasurer
Signed
2014-10-08
Discuss with paid preparer
Yes

Preparer

Preparer
Laarni von Ruden
Phone
6508140446
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: PUBLIC HEALTH | Donee's Name: REP OF KALMYKIA TUBERCULOSIS DISPENSARY | Donee's Address: 8 MARTA STREET 30 ELISTA, REPUBLIC OF KALMYKIA Russia | Relationship of Donee: NONE | Cash Amount Given: $34207”

Other Expenses.1003

“Information Technology $1819”

Other Expenses.1005

“Travel $6249”

Other Expenses.1012

“Insurance $1400”

Other Expenses.1

“Project related travel and ops $38359”

Other Expenses.2

“Bank service charges $252”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RON HAAK
IRS990EZ/BooksInCareOfDetail/PhoneNum06503273271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10527 HALE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0943012210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02853
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042553
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122661
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039700
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042553
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034207
IRS990EZ/GrossReceiptsAmt0122661
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042553
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON HAAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA FENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANAK KOIRALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADRIENNE MACMILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARLENE MARKOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STANLEY DIRKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHARON PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADDRESS UNMET MEDICAL AND SOCIAL NEEDS IN UNDERSERVED AREAS OF THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED HUMANITARIAN AID TO THE KALMYKIA TB PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL EXCHANGE KALMYKIA-BURYATIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROGRAM RELATED TRAVEL AND OPERATING EXPENSES TO FURTHER THE MEDICAL, EDUCATIONAL AND SOCIAL SERVICE MISSION OF THE CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019207
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt238360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082961
IRS990EZ/TotalProgramServiceExpensesAmt072567
IRS990EZ/TotalRevenueAmt0122661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEPFORWARDINITIATIVE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0122161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0204681
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0204681
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0122161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0204681
IRS990ScheduleA/TotalSupportAmt0204681
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: PUBLIC HEALTH | Donee's Name: REP OF KALMYKIA TUBERCULOSIS DISPENSARY | Donee's Address: 8 MARTA STREET 30 ELISTA, REPUBLIC OF KALMYKIA Russia | Relationship of Donee: NONE | Cash Amount Given: $34207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $6249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROJECT RELATED TRAVEL AND OPS $38359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES $252
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10STEP FORWARD INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0453811394
ReturnHeader/Filer/PhoneNum06503273271
ReturnHeader/Filer/USAddress/AddressLine10527 HALE STREET
ReturnHeader/Filer/USAddress/City0PALO ALTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Laarni von Ruden CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 94
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094302
ReturnHeader/PreparerPersonGrp/PhoneNum06508140446
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laarni von Ruden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-08T11:56:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$42,553
Liabilities
-
Net assets
$42,553
Revenue
$122,661
Expenses
$82,961
Net income
$39,700
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
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.23$0.83$0.40
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