Civic Intelligence

Step Forward Communities Inc.

990 • Fiscal year 2015 • EIN 46-1234427

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
638 Camino DE Los Mares H130-467San Clemente, CA 92673

(850) 748-2360

Siviq Scores

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

Liabilities / Assets

90th percentile

0.97x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

6.07x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

100th percentile

73547%

Faster asset growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

251%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$1,427,288

Up $1,425,350 (+73547%) from 2014

Net Assets

Up

$40,832

Up $38,894 (+2007%) from 2014

Liabilities

Up

$1,386,456

Up $1,386,456 from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin76th percentile

Revenue

Up

$228,290

Up $163,237 (+251%) from 2014

Expenses

Up

$189,396

Up $123,994 (+190%) from 2014

Net Income

Up

$38,894

Up $39,243 (+11244%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2015

Assets$1,427,288
Liabilities$1,386,456
Net Assets$40,832
Open 2015 Filing

Operations Trend

Revenue Growth97th 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

2015

Revenue$228,290
Expenses$189,396
Net Income$38,894
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$228,290
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,938$29,832▲ $27,894
Prepaid Expenses and Deferred Charges-$10,200-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,938$1,427,288▲ $1,425,350
Other Assets Total-$1,387,256-
Liabilities
Deferred Revenue-$1,386,456-
Total Liabilities$0$1,386,456▲ $1,386,456
Net Assets / Fund Balance
Unrestricted Net Assets$1,938$40,832▲ $38,894
Total Net Assets Fund Balance$1,938$40,832▲ $38,894
Total Liabilities and Net Assets / Fund Balance$1,938$1,427,288▲ $1,425,350

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,387,256--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Duane HenryPresident
Dean ObstDirector
John McclendonDirector
Kathleen CalvertDirector
Latrice HenrySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Triton Community Development LLCConsultant1855 W KATELLA AVE SUITE 265, Orange, CA 92867$180,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$228,290
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$38,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,396
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$4,467--$4,467
Grants to Domestic Individuals$1,000--$1,000
Office Expenses-$982-$982
Fees for Services Accounting-$615-$615
All Other Expenses-$423-$423
Other Expenses$386$828-$386
Total Functional Expenses$186,548$2,848$0$189,396
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Duane Henry is President, his sister-in-law Latrice Henry is the Secretary.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Tax preparer e-mails a copy of the the final version of the 990 to Duane Henry for distribution to members of the board for review before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and tax returns are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Step Forward Communities
EIN
46-1234427
Phone
8507482360
Address
638 CAMINO DE LOS MARES H130-467, SAN CLEMENTE, CA 92673

Signing Officer

Name
Duane Henry
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Rice & Company CPAs Inc
Address
30270 Rancho Viejo Rd Ste B, San Juan Capistrano, CA 92675
Preparer
Teri B Rice
Phone
9494892875
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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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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt038894
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0228290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt065053
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0293343
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0228290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065053
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0293343
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01387256
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from SFC-VT LP
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01387256
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Duane Henry is President, his sister-in-law Latrice Henry is the Secretary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax preparer e-mails a copy of the the final version of the 990 to Duane Henry for distribution to members of the board for review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and tax returns are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01938
IRS990/TotalAssetsEOYAmt01427288
IRS990/TotalAssetsGrp/BOYAmt01938
IRS990/TotalAssetsGrp/EOYAmt01427288
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186548
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01386456
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01386456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040832
IRS990/TotalProgramServiceExpensesAmt0186548
IRS990/TotalProgramServiceRevenueAmt0228290
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0228290
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228290
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01938
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01427288
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt04467
IRS990/TravelGrp/TotalAmt04467
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01938
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040832
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD COMMUNITIES
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0461234427
ReturnHeader/Filer/PhoneNum08507482360
ReturnHeader/Filer/USAddress/AddressLine1Txt0638 CAMINO DE LOS MARES H130-467
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rice & Company CPAs Inc
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/ReturnTs02016-11-15T16:37:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,427,288
Liabilities
$1,386,456
Net assets
$40,832
Revenue
$228,290
Expenses
$189,396
Net income
$38,894
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