Civic Intelligence

Step Forward Communities Inc.

990EZ • Fiscal year 2014 • EIN 46-1234427

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A
638 Camino DE Los Mares H130San Clemente, CA 92673

(850) 748-2360

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$51,888

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 79.8% of source-year revenue.

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

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,938

Down $349 (-15%) from 2013

Net Assets

Down

$1,938

Down $349 (-15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin39th percentile

Revenue

Down

$65,053

Down $56,023 (-46%) from 2013

Expenses

Down

$65,402

Down $52,759 (-45%) from 2013

Net Income

Down

-$349

Down $3,264 (-112%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $2,372Liabilities 2012: $3,0002012Assets 2013: $2,287Liabilities 2013: $0Net Assets 2013: $2,2872013Assets 2014: $1,938Liabilities 2014: $0Net Assets 2014: $1,9382014Assets 2015: $1,427,288Liabilities 2015: $1,386,456Net Assets 2015: $40,8322015Assets 2016: $1,400,536Liabilities 2016: $14,043Net Assets 2016: $1,386,4932016Assets 2017: $1,511,068Liabilities 2017: $6,116Net Assets 2017: $1,504,9522017Assets 2018: $1,539,757Liabilities 2018: $1,359Net Assets 2018: $1,538,3982018Assets 2019: $1,624,353Liabilities 2019: $1,359Net Assets 2019: $1,622,9942019Assets 2020: $1,635,163Liabilities 2020: $20,833Net Assets 2020: $1,614,3302020Assets 2021: $2,343,582Liabilities 2021: $0Net Assets 2021: $2,343,5822021Assets 2022: $2,295,402Liabilities 2022: $24,747Net Assets 2022: $2,270,6552022Assets 2023: $2,481,076Liabilities 2023: $71,490Net Assets 2023: $2,409,5862023Assets 2024: $6,643,492Liabilities 2024: $1,739,407Net Assets 2024: $4,904,0852024

Highlighted filing

2014

Assets$1,938
Liabilities$0
Net Assets$1,938
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $0Expenses 2012: $628Net Income 2012: -$6282012Revenue 2013: $121,076Expenses 2013: $118,161Net Income 2013: $2,9152013Revenue 2014: $65,053Expenses 2014: $65,402Net Income 2014: -$3492014Revenue 2015: $228,290Expenses 2015: $189,396Net Income 2015: $38,8942015Revenue 2016: $706,170Expenses 2016: $746,965Net Income 2016: -$40,7952016Revenue 2017: $1,100,864Expenses 2017: $1,030,499Net Income 2017: $70,3652017Revenue 2018: $237,170Expenses 2018: $203,738Net Income 2018: $33,4322018Revenue 2019: $263,735Expenses 2019: $290,855Net Income 2019: -$27,1202019Revenue 2020: $300,999Expenses 2020: $311,082Net Income 2020: -$10,0832020Revenue 2021: $886,713Expenses 2021: $157,514Net Income 2021: $729,1992021Revenue 2022: $164,324Expenses 2022: $237,305Net Income 2022: -$72,9812022Revenue 2023: $365,424Expenses 2023: $226,571Net Income 2023: $138,8532023Revenue 2024: $4,313,758Expenses 2024: $1,888,753Net Income 2024: $2,425,0052024

Highlighted filing

2014

Revenue$65,053
Expenses$65,402
Net Income-$349
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$65,053
Mission and Program Overview

Mission

Transforming residents' lives by partnering with ethical, high quality, and motivated companies to serve communities which need affordable housing and social services for low-income families, seniors, and veterans.

To provide low and moderate income persons, veterans, elderly persons, and handicapped persons with affordable housing by acquiring or developing publicly financed low and moderate income housing or special need housing for veterans, elderly persons and handicapped persons and renting such housing to these persons;to provide low and moderate income persons, veterans, elderly persons, and handicapped persons with facilities and services related to housing;to take such other action, in cooperation with private and public persons or agencies, as may reasonably promote the cause of housing for low and moderate income persons, veterans, elderly persons, and handicapped persons;to serve as a general partner in a limited partnership which owns and operates housing for the benefit of low and moderate income persons, veterans, elderly persons, and handicapped persons who are in need of affordable, decent, safe and sanitary housing and related services; andto provide social services for the bene

Program Services

DescriptionGrantsExpenses
In 2014, Step Forward Communities was a service coordinator for 20 different locaations that provided programs including after school tutoring, adult health education, dental care,career development and parenting skills.$49,519-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE HENRYPresidentFT$51,888-$51,888
LATRICE HENRYSecretary-$0--
JOHN MCCLENDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Step Forward Communities
EIN
46-1234427
Phone
8507482360
Address
638 CAMINO DE LOS MARES H130, SAN CLEMENTE, CA 92673

Signing Officer

Name
Duane Henry
Title
President
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Rice & Company CPAs Inc
Address
30270 Rancho Viejo Rd Ste B, San Juan Capistrano, CA 92675
Preparer
Teri B Rice
Phone
9494892875
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $358”

Other Expenses.1005

“Travel $1295”

Other Expenses.1012

“Insurance $2924”

Other Expenses.1

“Payroll Service Fees $635”

Other Expenses.2

“Meals & Entertainment $411”

Other Expenses.3

“PO Box Rental $240”

Other Expenses.4

“Taxes $20”

Raw XML Appendix134 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09492160210
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUANE HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LATRICE HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MCCLENDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05883
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LOW AND MODERATE INCOME PERSONS, VETERANS, ELDERLY PERSONS, AND HANDICAPPED PERSONS WITH AFFORDABLE HOUSING BY ACQUIRING OR DEVELOPING PUBLICLY FINANCED LOW AND MODERATE INCOME HOUSING OR SPECIAL NEED HOUSING FOR VETERANS, ELDERLY PERSONS AND HANDICAPPED PERSONS AND RENTING SUCH HOUSING TO THESE PERSONS;TO PROVIDE LOW AND MODERATE INCOME PERSONS, VETERANS, ELDERLY PERSONS, AND HANDICAPPED PERSONS WITH FACILITIES AND SERVICES RELATED TO HOUSING;TO TAKE SUCH OTHER ACTION, IN COOPERATION WITH PRIVATE AND PUBLIC PERSONS OR AGENCIES, AS MAY REASONABLY PROMOTE THE CAUSE OF HOUSING FOR LOW AND MODERATE INCOME PERSONS, VETERANS, ELDERLY PERSONS, AND HANDICAPPED PERSONS;TO SERVE AS A GENERAL PARTNER IN A LIMITED PARTNERSHIP WHICH OWNS AND OPERATES HOUSING FOR THE BENEFIT OF LOW AND MODERATE INCOME PERSONS, VETERANS, ELDERLY PERSONS, AND HANDICAPPED PERSONS WHO ARE IN NEED OF AFFORDABLE, DECENT, SAFE AND SANITARY HOUSING AND RELATED SERVICES; ANDTO PROVIDE SOCIAL SERVICES FOR THE BENE
IRS990EZ/PrintingPublicationsPostageAmt012
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049519
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Service Fees $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meals & Entertainment $411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PO Box Rental $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD COMMUNITIES
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0461234427
ReturnHeader/Filer/PhoneNum08507482360
ReturnHeader/Filer/USAddress/AddressLine1Txt0638 CAMINO DE LOS MARES H130
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ReturnHeader/Filer/USAddress/ZIPCd092673
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030270 Rancho Viejo Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Juan Capistrano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09494892875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teri B Rice
ReturnHeader/ReturnTs02015-11-16T12:06:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$1,938
Liabilities
$0
Net assets
$1,938
Revenue
$65,053
Expenses
$65,402
Net income
-$349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.64$1.74$4.90$4.31$1.89$2.43
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.07$2.41$0.37$0.23$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.02$2.27$0.16$0.24$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.89$0.16$0.73
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.61$0.30$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.24$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$1.10$1.03$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.71$0.75$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.43$1.39$0.04$0.23$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00