Civic Intelligence

Step Forward Initiative Inc.

990EZ • Fiscal year 2024 • EIN 45-3811394

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

123%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$11,064

Flat from 2024

Net Assets

$11,064

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Flat

$7,160

Flat from 2024

Expenses

Flat

$1,050

Flat from 2024

Net Income

Flat

$6,110

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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: $11,064Net Assets 2024: $11,0642024Assets 2024: $11,064Liabilities 2024: $02024Assets 2025: $15,060Net Assets 2025: $15,0602025

Highlighted filing

2024

Assets$11,064
Liabilities-
Net Assets$11,064
Open 2024 Filing

Operations Trend

Revenue Growth3rd 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 2024: $7,160Expenses 2024: $1,050Net Income 2024: $6,1102024Revenue 2025: $41,049Expenses 2025: $37,053Net Income 2025: $3,9962025

Highlighted filing

2024

Revenue$7,160
Expenses$1,050
Net Income$6,110
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$7,160
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DIB-BAHIR PRIMARY SCHOOL ETHIOPIA - Beginning in October 2022, children began returning to school in Dib Bahir. But the buildings and furniture suffered significant damage during the conflict. SFI is again partnering with nearby LimaLimo Lodge to provide additional desks and benches and to repair windows, electrical wiring and fixtures and repaint as needed. SFI is also providing funds for replacement recreational equipment such as soccer balls, volleyballs, and a volleyball net. SFI is also providing funds for the replacement of the fence surrounding the school and the gate for entry.-$442
UKRAINIAN HUMANITY CENTER IS A FAMILY SERVICES CHARITY PROVIDING EDUCATION AND SUPPORT SERVICES FOR UKRAINIAN CHILDREN AND FAMILIES. FUNDING FOR THE UKRAINIAN HUMANITY CENTER WS PROVIDED TO ASSIST UKRAINIAN REFUGEES.-$442
Compensation and Service Providers
Top Officer Pay79th 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
2024-10-29
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

Other Revenue.1

“Miscellaneous revenue $60”

Other Expenses.1003

“Information Technology $884”

Raw XML Appendix157 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/AddressLine1Txt0527 HALE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943012210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04954
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0166
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04954
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07160
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011064
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0884
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADDRESS UNMET MEDICAL AND SOCIAL NEEDS IN UNDERSERVED AREAS OF THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIB-BAHIR PRIMARY SCHOOL ETHIOPIA - Beginning in October 2022, children began returning to school in Dib Bahir. But the buildings and furniture suffered significant damage during the conflict. SFI is again partnering with nearby LimaLimo Lodge to provide additional desks and benches and to repair windows, electrical wiring and fixtures and repaint as needed. SFI is also providing funds for replacement recreational equipment such as soccer balls, volleyballs, and a volleyball net. SFI is also providing funds for the replacement of the fence surrounding the school and the gate for entry.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1UKRAINIAN HUMANITY CENTER IS A FAMILY SERVICES CHARITY PROVIDING EDUCATION AND SUPPORT SERVICES FOR UKRAINIAN CHILDREN AND FAMILIES. FUNDING FOR THE UKRAINIAN HUMANITY CENTER WS PROVIDED TO ASSIST UKRAINIAN REFUGEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0442
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01050
IRS990EZ/TotalProgramServiceExpensesAmt0884
IRS990EZ/TotalRevenueAmt07160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEPFORWARDINITIATIVE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143352
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0260
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0143352
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143352
IRS990ScheduleA/TotalSupportAmt0143612
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/ExplanationTxt0MISCELLANEOUS REVENUE $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $884
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIENNE MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-10-29T15:32:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,064
Liabilities
-
Net assets
$11,064
Revenue
$7,160
Expenses
$1,050
Net income
$6,110
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
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.07$0.01$0.06
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