Civic Intelligence

Step Forward Communities Inc.

990 • Fiscal year 2018 • EIN 46-1234427

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 23, 2019

638 Camino DE Los Mares H130-467San Clemente, CA 92673

(850) 748-2360

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,539,757

Up $28,689 (+1.9%) from 2017

Net Assets

Up

$1,538,398

Up $33,446 (+2.2%) from 2017

Liabilities

Down

$1,359

Down $4,757 (-78%) from 2017

Revenue And Expenses

Revenue

Down

$237,170

Down $863,694 (-78%) from 2017

Expenses

Down

$203,738

Down $826,761 (-80%) from 2017

Net Income

Down

$33,432

Down $36,933 (-52%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,539,757
Liabilities$1,359
Net Assets$1,538,398

Operations Trend

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

2018

Revenue$237,170
Expenses$203,738
Net Income$33,432
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 23, 2019
Return Version
2018v3.1
Gross Receipts
$237,170
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$1,452,106$1,474,884▲ $22,778
Investments Other Securities$17,750$45,750▲ $28,000
Prepaid Expenses and Deferred Charges$11,210$12,071▲ $861
Cash and Non-Interest-Bearing Accounts$27,251$5,694▼ $21,557
Savings and Temporary Cash Investments$1,951$1,358▼ $593
Accounts Receivable$800--
Total Assets$1,511,068$1,539,757▲ $28,689
Liabilities
Other Liabilities$6,116$0▼ $6,116
Accounts Payable and Accrued Expenses-$1,359-
Total Liabilities$6,116$1,359▼ $4,757
Net Assets / Fund Balance
Unrestricted Net Assets$1,504,952$1,538,398▲ $33,446
Total Net Assets Fund Balance$1,504,952$1,538,398▲ $33,446
Total Liabilities and Net Assets / Fund Balance$1,511,068$1,539,757▲ $28,689
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Duane HenryPresidentFT$121,000$121,000

Board Members and Trustees

NameTitle
John McclendonBoard Member
Norma Choza-sanchezBoard Member
Latrice HenrySecretary (thru 9/18)
Revenue and Support

Revenue Composition

Contributions and Grants
$532
Program Service Revenue
$195,841
Investment Income
$40,747
Other Revenue
$50
All Other Contributions
$532
Change in Net Assets
$33,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$130,879
Other Expenses$72,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$96,800$24,200-$121,000
Fees for Services Other$39,991$9,998-$49,989
Fees for Services Legal-$15,455-$15,455
Payroll Taxes$7,903$1,976-$9,879
Travel$5,611--$5,611
Office Expenses$448$1,154-$1,602
Insurance-$112-$112
Conferences and Meetings-$90-$90
Total Functional Expenses$150,753$52,985$0$203,738
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
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
2019-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane Henry
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
3

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 39,345. Management and general expenses 9,836. Fundraising expenses 0. Total expenses 49,181. Payroll service fee: program service expenses 646. Management and general expenses 162. Fundraising expenses 0. Total expenses 808.

FORM 990, PART XI, LINE 9:

Loss from passthrough investments 14.

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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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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 39,345. MANAGEMENT AND GENERAL EXPENSES 9,836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,181. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 646. MANAGEMENT AND GENERAL EXPENSES 162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 808.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOSS FROM PASSTHROUGH INVESTMENTS 14.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0383975579
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1364814154
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2352566488
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3352522156
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN4822566379
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN5814334785
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd11
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd21
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd31
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd41
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd51
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd5CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.00050
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct10.00050
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct20.00050
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct30.00050
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct40.00020
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct50.00050
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt2INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt3INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt4INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt5INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SFC EV LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1SFC FO LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2SFC VHV LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3SFC VT LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4TCD WFH INGELWOOD LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5TCD HACIENDA DEL NORTE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0426
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt1316
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt2569
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt3405
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt4147
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt5418
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-12
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt128
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt2-14
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt3-7
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt4-1
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt5-8
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt11855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt21855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt31855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt41855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt51855 WEST KATELLA STE 265
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm4ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm5ORANGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd5CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd092867
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd192867
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd292867
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd392867
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd492867
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd592867
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01511068
IRS990/TotalAssetsEOYAmt01539757
IRS990/TotalAssetsGrp/BOYAmt01511068
IRS990/TotalAssetsGrp/EOYAmt01539757
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0532
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052985

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