Civic Intelligence

Step Forward Initiative Inc.

990EZ • Fiscal year 2019 • EIN 45-3811394

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

Organization ProfileWWW.STEPFORWARDINITIATIVE.ORG
527 Hale StreetPalo Alto, CA 94301

(650) 776-3271

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

2nd percentile

-302%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-89%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,364

Down $36,742 (-89%) from 2018

Net Assets

Down

$4,364

Down $36,742 (-89%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$12,148

Down $13,102 (-52%) from 2018

Expenses

Up

$48,890

Up $13,229 (+37%) from 2018

Net Income

Down

-$36,742

Down $26,331 (-253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $42,553Liabilities 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

2019

Assets$4,364
Liabilities-
Net Assets$4,364
Open 2019 Filing

Operations Trend

Revenue Growth9th 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 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

2019

Revenue$12,148
Expenses$48,890
Net Income-$36,742
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$12,148
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DIB-BAHIR ETHIOPIA PRIMARY SCHOOL - ASSISTED IN BUILDING AND DEVELOPMENT OF A BLOCK OF FOUR CLASSROOMS AND AN OFFICE$38,200-
PROVIDED TB ASSAY MATERIALS TO THE KALMYKIYA TB CENTER$8,705-
Compensation and Service Providers
Top Officer Pay77th 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
2019-11-07
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: REPUBLIC OF KALMIKIYA TUBERCULOSIS DISP | Donee's Address: 8 MARTA STREET 30 ELISTA REPUBLIC OF KALMYKIA 358009 Russia | Relationship of Donee: NONE | Cash Amount Given: $8705”

Grants and Similar Amounts Paid In Excess of $5,000.5

“Class of Activity: CHARITY | Donee's Name: DIB-BAHIR PRIMARY SCHOOL | Donee's Address: NORTH GONDER AMHARA AMHARA Ethiopia | Relationship of Donee: NONE | Cash Amount Given: $38200”

Other Expenses.1002

“Office Expenses $5”

Other Expenses.1012

“Insurance $1250”

Other Expenses.1

“BOOKKEEPING $500”

Other Expenses.2

“Bank service charges $205”

Raw XML Appendix163 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/PhoneNum06507763271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0527 HALE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943012210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041106
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012048
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-36742
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04364
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046905
IRS990EZ/GrossReceiptsAmt012148
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0100
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041106
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041106
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01960
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADDRESS UNMET MEDICAL AND SOCIAL NEEDS IN UNDERSERVED AREAS OF THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TB ASSAY MATERIALS TO THE KALMYKIYA TB CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DIB-BAHIR ETHIOPIA PRIMARY SCHOOL - ASSISTED IN BUILDING AND DEVELOPMENT OF A BLOCK OF FOUR CLASSROOMS AND AN OFFICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08705
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt138200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048890
IRS990EZ/TotalProgramServiceExpensesAmt046905
IRS990EZ/TotalRevenueAmt012148
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEPFORWARDINITIATIVE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0178402
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0100
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0178402
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0178402
IRS990ScheduleA/TotalSupportAmt0178502
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: REPUBLIC OF KALMIKIYA TUBERCULOSIS DISP | Donee's Address: 8 MARTA STREET 30 ELISTA REPUBLIC OF KALMYKIA 358009 Russia | Relationship of Donee: NONE | Cash Amount Given: $8705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITY | Donee's Name: DIB-BAHIR PRIMARY SCHOOL | Donee's Address: NORTH GONDER AMHARA AMHARA Ethiopia | Relationship of Donee: NONE | Cash Amount Given: $38200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOKKEEPING $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES $205
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0453811394
ReturnHeader/Filer/PhoneNum06507763271
ReturnHeader/Filer/USAddress/AddressLine1Txt0527 HALE STREET
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770416015
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/ReturnTs02019-11-07T12:49:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,364
Liabilities
-
Net assets
$4,364
Revenue
$12,148
Expenses
$48,890
Net income
-$36,742
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
2019Detailed filing. Detailed filing data is available for this year.$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