Civic Intelligence

Step Forward Communities Inc.

990 • Fiscal year 2016 • EIN 46-1234427

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization ProfileSTEPFORWARDCOMMUNITIES.COM
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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

27th percentile

-5.8%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

209%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,400,536

Down $26,752 (-1.9%) from 2015

Net Assets

Up

$1,386,493

Up $1,345,661 (+3296%) from 2015

Liabilities

Down

$14,043

Down $1,372,413 (-99%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin27th percentile

Revenue

Up

$706,170

Up $477,880 (+209%) from 2015

Expenses

Up

$746,965

Up $557,569 (+294%) from 2015

Net Income

Down

-$40,795

Down $79,689 (-205%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$1,400,536
Liabilities$14,043
Net Assets$1,386,493
Open 2016 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

2016

Revenue$706,170
Expenses$746,965
Net Income-$40,795
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$706,170
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$1,383,578-
Cash and Non-Interest-Bearing Accounts$29,832$11,458▼ $18,374
Prepaid Expenses and Deferred Charges$10,200$0▼ $10,200
Accounts Receivable-$4,800-
Savings and Temporary Cash Investments-$500-
Investments Other Securities-$200-
Total Assets$1,427,288$1,400,536▼ $26,752
Other Assets Total$1,387,256$0▼ $1,387,256
Liabilities
Deferred Revenue$1,386,456$0▼ $1,386,456
Other Liabilities$0$14,043▲ $14,043
Total Liabilities$1,386,456$14,043▼ $1,372,413
Net Assets / Fund Balance
Unrestricted Net Assets$40,832$1,386,493▲ $1,345,661
Total Net Assets Fund Balance$40,832$1,386,493▲ $1,345,661
Total Liabilities and Net Assets / Fund Balance$1,427,288$1,400,536▼ $26,752
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Duane HenryPresidentFT$104,161$104,161

Board Members and Trustees

NameTitle
John McclendonBoard Member
Kathleen CalvertBoard Member
Norma Choza-sanchezBoard Member
Latrice HenrySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Tritom Community Development LLCConsultant1855 W KATELLA AVENUE STE 265, Orange, CA 92867$617,427
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$697,025
Investment Income
$7,965
Other Revenue
$1,180
Change in Net Assets
$-40,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$633,410
Salaries, Compensation, and Employee Benefits$113,555
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$493,942$124,509-$618,451
Current Officers, Directors, Trustees, and Key Employees$83,329$20,832-$104,161
Payroll Taxes$7,515$1,879-$9,394
Travel$7,877--$7,877
Office Expenses$1,306$3,429-$4,735
Fees for Services Legal-$1,425-$1,425
Insurance-$516-$516
Conferences and Meetings-$406-$406
Total Functional Expenses$593,969$152,996$0$746,965
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Reimbursements Receivable/payable$9,468
Overpayment of Incentive Leasing Fee$4,575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Section A, Line 2

“Duane henry is president, his sister-in-law, latrice henry, is the secretary.”

Form 990, Part VI, Section B, Line 11B

“The federal form 990 is reviewed by the board president. Once approved, the final copy is provided to all board members prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization keeps a copy of these documents on file at the corporate office and the documents 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
Phone
9492160210
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Henry
Formed
2012
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
2
Volunteers
4

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Tobbie J Wells
Phone
2094731040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 493,942. Management and general expenses 123,485. Fundraising expenses 0. Total expenses 617,427. Payroll service fee: program service expenses 0. Management and general expenses 1,024. Fundraising expenses 0. Total expenses 1,024.”

Form 990, Part XI, Line 8

“The organization received an assignment of 2 mortgages payable from hud in 2015. The assignment was incorrectly reported as deferred revenue and should have been reported as contribution revenue in accordance with sfas 116.”

Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt04800
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TRANSFORMING 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.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0DUANE HENRY
IRS990/BooksInCareOfDetail/PhoneNum09492160210
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0638 CAMINO DE LOS MARES H130-467
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt029832
IRS990/CashNonInterestBearingGrp/EOYAmt011458
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020832
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt083329
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0104161
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0406
IRS990/ConferencesMeetingsGrp/TotalAmt0406
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0617427
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01855 W KATELLA AVENUE STE 265
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ORANGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092867
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TRITOM COMMUNITY DEVELOPMENT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTANT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07965
IRS990/CYOtherExpensesAmt0633410
IRS990/CYOtherRevenueAmt01180
IRS990/CYProgramServiceRevenueAmt0697025
IRS990/CYRevenuesLessExpensesAmt0-40795
IRS990/CYSalariesCompEmpBnftPaidAmt0113555
IRS990/CYTotalExpensesAmt0746965
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0706170
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01386456
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION IS A GENERAL PARTNER IN 4 PARTNERSHIPS THAT DEVELOP LOW INCOME HOUSING PROJECTS AND COORDINATE SOCIAL PROGRAMS AT THE PROJECTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0593969
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01425
IRS990/FeesForServicesLegalGrp/TotalAmt01425
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0124509
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0493942
IRS990/FeesForServicesOtherGrp/TotalAmt0618451
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LATRICE HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN MCCLENDON
IRS990/Form990PartVIISectionAGrp/PersonNm2DUANE HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN CALVERT
IRS990/Form990PartVIISectionAGrp/PersonNm4NORMA CHOZA-SANCHEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2104161
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0706170
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0516
IRS990/InsuranceGrp/TotalAmt0516
IRS990/InvestmentIncomeGrp/ExclusionAmt07965
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07965
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRANSFORMING 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040832
IRS990/NetAssetsOrFundBalancesEOYAmt01386493
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03429
IRS990/OfficeExpensesGrp/ProgramServicesAmt01306
IRS990/OfficeExpensesGrp/TotalAmt04735
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01387256
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt014043
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0VENDOR REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01180
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01180
IRS990/OtherRevenueTotalAmt01180
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01383578
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01879
IRS990/PayrollTaxesGrp/ProgramServicesAmt07515
IRS990/PayrollTaxesGrp/TotalAmt09394
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DUANE HENRY
IRS990/PriorPeriodAdjustmentsAmt01386456
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2532000
IRS990/ProgramServiceRevenueGrp/Desc0DEVELOPMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1INCENTIVE LEASING FEE
IRS990/ProgramServiceRevenueGrp/Desc2SOCIAL SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0566609
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1107805
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0566609
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1107805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222611
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0188396
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0228290
IRS990/PYRevenuesLessExpensesAmt038894
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0189396
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0228290
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-40795
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0697025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0VENDOR REFUNDS - 2016 AMOUNT: $ 1,180.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01387256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01387256
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07965
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0697979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0228290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0991322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07965
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07965
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01180
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02378578
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0697979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01615546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065053
IRS990ScheduleA/Total509Grp/TotalAmt02378578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0707124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01615546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065053
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02387723
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OVERPAYMENT OF INCENTIVE LEASING FEE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET REIMBURSEMENTS RECEIVABLE/PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014043
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUANE HENRY IS PRESIDENT, HIS SISTER-IN-LAW, LATRICE HENRY, IS THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL FORM 990 IS REVIEWED BY THE BOARD PRESIDENT. ONCE APPROVED, THE FINAL COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION KEEPS A COPY OF THESE DOCUMENTS ON FILE AT THE CORPORATE OFFICE AND THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: PROGRAM SERVICE EXPENSES 493,942. MANAGEMENT AND GENERAL EXPENSES 123,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 617,427. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,024. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION RECEIVED AN ASSIGNMENT OF 2 MORTGAGES PAYABLE FROM HUD IN 2015. THE ASSIGNMENT WAS INCORRECTLY REPORTED AS DEFERRED REVENUE AND SHOULD HAVE BEEN REPORTED AS CONTRIBUTION REVENUE IN ACCORDANCE WITH SFAS 116.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 8
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01427288
IRS990/TotalAssetsEOYAmt01400536
IRS990/TotalAssetsGrp/BOYAmt01427288
IRS990/TotalAssetsGrp/EOYAmt01400536
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152996
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0593969
IRS990/TotalFunctionalExpensesGrp/TotalAmt0746965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01386456
IRS990/TotalLiabilitiesEOYAmt014043
IRS990/TotalLiabilitiesGrp/BOYAmt01386456
IRS990/TotalLiabilitiesGrp/EOYAmt014043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040832
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01386493
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0593969
IRS990/TotalProgramServiceRevenueAmt0697025
IRS990/TotalReportableCompFromOrgAmt0104161
IRS990/TotalRevenueGrp/ExclusionAmt09145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0697025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0706170
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01427288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01400536
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07877
IRS990/TravelGrp/TotalAmt07877
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt040832
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01386493
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0638 CAMINO DE LOS MARES H130-467
IRS990/USAddress/CityNm0SAN CLEMENTE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092673
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0STEPFORWARDCOMMUNITIES.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DUANE HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492160210
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00B313B94C3F4145AF85FED7BEF0B5F6DECF05010
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B802C103926E43CA2DD519E9998F8A9D78F6C3B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.151.71.41
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:10:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOBBIE J WELLS
ReturnHeader/ReturnTs02017-08-24T17:42:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,400,536
Liabilities
$14,043
Net assets
$1,386,493
Revenue
$706,170
Expenses
$746,965
Net income
-$40,795
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