Civic Intelligence

Step Forward Initiative Inc.

990EZ • Fiscal year 2015 • EIN 45-3811394

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

527 Hale StreetPalo Alto, CA 94301

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

123%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Flat

$94,997

Flat from 2015

Net Assets

$94,997

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$104,900

Flat from 2015

Expenses

Flat

$52,456

Flat from 2015

Net Income

Flat

$52,444

Flat from 2015

Historical Trend

Balance Sheet Trend

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: $42,553Liabilities 2014: $02014Assets 2015: $94,997Net Assets 2015: $94,9972015Assets 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

2015

Assets$94,997
Liabilities-
Net Assets$94,997

Operations Trend

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 2015: $104,900Expenses 2015: $52,456Net Income 2015: $52,4442015Revenue 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

2015

Revenue$104,900
Expenses$52,456
Net Income$52,444
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$104,900
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDED HUMANITARIAN AID TO THE KALMYKIA TB PROJECT$18,998-
SFI provided a hematology analyzer to the clinic of Dr. Hla Tun in Bagan, Myanmar.$8,300-
SFI sponsored a team from the organization Operation ASHA, based in New Delhi, India, to meet with the TB control team in Thimpu, Bhutan, to consider the implementation of OpASHA's award winning eCompliance technology. This technology has been successfully adopted in a number of areas of India as well as in Cambodia. In addition, the technology has been replicated in Uganda, Kenya and the Dominican Republic. Ultimately the Bhutan team decided against initiating a pilot program, but SFI will continue to consider other countries where eCompliance might play an important role.$5,000-
Compensation and Service Providers

Employees

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

Filer

Filer Name
Step Forward Initiative
EIN
45-3811394
Phone
6503273271
Address
527 HALE STREET, PALO ALTO, CA 94301

Signing Officer

Name
Adrienne Macmillan
Title
Treasurer
Signed
2015-11-09
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 $5,000.1

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 | Description of Property: PROJECT COSTS | Fair Market Value: $18998

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: PUBLIC HEALTH | Donee's Name: MYANMAR PROJECT | Donee's Address: BAGAN CLINIC BAGAN, BAGAN Burma | Relationship of Donee: NONE | Description of Property: PROJECT COSTS | Fair Market Value: $8300

Other Expenses.1003

Information Technology $151

Other Expenses.1012

Insurance $1400

Other Expenses.1

Project related travel and ops $17506

Other Expenses.2

Bank service charges $158

Officer Compensation - Nih Grant

Sharon perry received $3,000 for work on a grant proposal to the nih as well as $545 in grant-related travel expenses. These are included in the kalmikiya tb project costs.

Raw XML Appendix167 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
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943012210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094997
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0104900
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt052444
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032298
IRS990EZ/GrossReceiptsAmt0104900
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094997
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/AverageHrsPerWkDevotedToPosRt65.00
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/OtherExpensesTotalAmt019215
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADDRESS UNMET MEDICAL AND SOCIAL NEEDS IN UNDERSERVED AREAS OF THE WORLD
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED HUMANITARIAN AID TO THE KALMYKIA TB PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SFI sponsored a team from the organization Operation ASHA, based in New Delhi, India, to meet with the TB control team in Thimpu, Bhutan, to consider the implementation of OpASHA's award winning eCompliance technology. This technology has been successfully adopted in a number of areas of India as well as in Cambodia. In addition, the technology has been replicated in Uganda, Kenya and the Dominican Republic. Ultimately the Bhutan team decided against initiating a pilot program, but SFI will continue to consider other countries where eCompliance might play an important role.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SFI provided a hematology analyzer to the clinic of Dr. Hla Tun in Bagan, Myanmar.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018998
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052456
IRS990EZ/TotalProgramServiceExpensesAmt032298
IRS990EZ/TotalRevenueAmt0104900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEPFORWARDINITIATIVE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0122161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0309581
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt0309581
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0122161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0309581
IRS990ScheduleA/TotalSupportAmt0309581
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 | Description of Property: PROJECT COSTS | Fair Market Value: $18998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: PUBLIC HEALTH | Donee's Name: MYANMAR PROJECT | Donee's Address: BAGAN CLINIC BAGAN, BAGAN Burma | Relationship of Donee: NONE | Description of Property: PROJECT COSTS | Fair Market Value: $8300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROJECT RELATED TRAVEL AND OPS $17506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SHARON PERRY RECEIVED $3,000 FOR WORK ON A GRANT PROPOSAL TO THE NIH AS WELL AS $545 IN GRANT-RELATED TRAVEL EXPENSES. THESE ARE INCLUDED IN THE KALMIKIYA TB PROJECT COSTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6OFFICER COMPENSATION - NIH GRANT
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0453811394
ReturnHeader/Filer/PhoneNum06503273271
ReturnHeader/Filer/USAddress/AddressLine1Txt0527 HALE STREET
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laarni von Ruden CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 94
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094302
ReturnHeader/PreparerPersonGrp/PhoneNum06508140446
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laarni von Ruden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-10T11:39:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.05$0.52$0.52
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