Civic Intelligence

Step Forward Communities Inc.

990 • Fiscal year 2020 • EIN 46-1234427

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

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

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.07x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-3.3%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$132,550

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 44.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

0.7%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,635,163

Up $10,810 (+0.7%) from 2019

Net Assets

Down

$1,614,330

Down $8,664 (-0.5%) from 2019

Liabilities

Up

$20,833

Up $19,474 (+1433%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin31st percentile

Revenue

Up

$300,999

Up $37,264 (+14%) from 2019

Expenses

Up

$311,082

Up $20,227 (+7.0%) from 2019

Net Income

Up

-$10,083

Up $17,037 (+63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$1,635,163
Liabilities$20,833
Net Assets$1,614,330
Open 2020 Filing

Operations Trend

Revenue Growth70th 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

2020

Revenue$300,999
Expenses$311,082
Net Income-$10,083
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$300,999
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,383,408$1,383,408→ $0
Investments Other Securities$45,750$45,750→ $0
Cash and Non-Interest-Bearing Accounts$34,887$23,758▼ $11,129
Prepaid Expenses and Deferred Charges$12,071$21,071▲ $9,000
Savings and Temporary Cash Investments$18,999$375▼ $18,624
Total Assets$1,624,353$1,635,163▲ $10,810
Other Assets Total$129,238$160,801▲ $31,563
Liabilities
Other Liabilities$0$20,833▲ $20,833
Accounts Payable and Accrued Expenses$1,359$0▼ $1,359
Total Liabilities$1,359$20,833▲ $19,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,622,994$1,614,330▼ $8,664
Total Net Assets Fund Balance$1,622,994$1,614,330▼ $8,664
Total Liabilities and Net Assets / Fund Balance$1,624,353$1,635,163▲ $10,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$160,801--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Duane HenryPresidentFT$132,550$132,550

Board Members and Trustees

NameTitle
John McclendonBoard Member
Norma Choza-sanchezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16
Program Service Revenue
$180,865
Investment Income
$42,607
Other Revenue
$77,511
All Other Contributions
$16
Change in Net Assets
$-10,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,494
Salaries, Compensation, and Employee Benefits$143,588
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$106,040$26,510-$132,550
Fees for Services Other$119,811$177-$119,988
Fees for Services Legal-$36,837-$36,837
Payroll Taxes$8,830$2,208-$11,038
Office Expenses$8,371$974-$9,345
Travel$886--$886
Conferences and Meetings-$438-$438
Total Functional Expenses$243,938$67,144$0$311,082
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
Ppp Loan$20,833
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, 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
2021-05-13
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

“Asset management fee: program service expenses 20,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,000. Payroll service fee: program service expenses 707. Management and general expenses 177. Fundraising expenses 0. Total expenses 884. Cmv development expense: program service expenses 99,104. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,104.”

FORM 990, PART XI, LINE 9:

“Loss from passthrough investments 60.”

Raw XML AppendixShowing 400 of 484 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/AccountsPayableAccrExpnssGrp/BOYAmt01359
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
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/AllOtherContributionsAmt016
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034887
IRS990/CashNonInterestBearingGrp/EOYAmt023758
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026510
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0106040
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132550
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0438
IRS990/ConferencesMeetingsGrp/TotalAmt0438
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt042607
IRS990/CYOtherExpensesAmt0167494
IRS990/CYOtherRevenueAmt077511
IRS990/CYProgramServiceRevenueAmt0180865
IRS990/CYRevenuesLessExpensesAmt0-10083
IRS990/CYSalariesCompEmpBnftPaidAmt0143588
IRS990/CYTotalExpensesAmt0311082
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0300999
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION IS A GENERAL PARTNER IN 6 PARTNERSHIPS. EACH OF THESE PARTNERSHIPS DEVELOP LOW-INCOME HOUSING PROJECTS AND COORDINATE SOCIAL PROGRAMS AT THE PROJECTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0243938
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt036837
IRS990/FeesForServicesLegalGrp/TotalAmt036837
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0177
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0119811
IRS990/FeesForServicesOtherGrp/TotalAmt0119988
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DUANE HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm1NORMA CHOZA-SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MCCLENDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0132550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0300999
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt042607
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042607
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt045750
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt045750
IRS990/IRPDocumentCnt01
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/NetAssetsOrFundBalancesBOYAmt01622994
IRS990/NetAssetsOrFundBalancesEOYAmt01614330
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01622994
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01614330
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0974
IRS990/OfficeExpensesGrp/ProgramServicesAmt08371
IRS990/OfficeExpensesGrp/TotalAmt09345
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129238
IRS990/OtherAssetsTotalGrp/EOYAmt0160801
IRS990/OtherChangesInNetAssetsAmt060
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt020833
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0COURT SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1VENDOR REFUNDS
IRS990/OtherRevenueMiscGrp/Desc2PASS THRU LOSS FROM PA
IRS990/OtherRevenueMiscGrp/ExclusionAmt075000
IRS990/OtherRevenueMiscGrp/ExclusionAmt12570
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-59
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12570
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-59
IRS990/OtherRevenueTotalAmt077511
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01383408
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01383408
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02208
IRS990/PayrollTaxesGrp/ProgramServicesAmt08830
IRS990/PayrollTaxesGrp/TotalAmt011038
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012071
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021071
IRS990/PrincipalOfficerNm0DUANE HENRY
IRS990/PriorPeriodAdjustmentsAmt01359
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1SOCIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2DEVELOPMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106327
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt228043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106327
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228043
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt047461
IRS990/PYOtherExpensesAmt0136930
IRS990/PYOtherRevenueAmt0-111636
IRS990/PYProgramServiceRevenueAmt0327840
IRS990/PYRevenuesLessExpensesAmt0-27120
IRS990/PYSalariesCompEmpBnftPaidAmt0153925
IRS990/PYTotalExpensesAmt0290855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0263735
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10083
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0180806
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018999
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0375
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0VENDOR REFUNDS - 2016 AMOUNT: $ 1,180. 2017 AMOUNT: $ 852. 2018 AMOUNT: $ 50. 2019 AMOUNT: $ 80. 2020 AMOUNT: $ 2,570. COURT SETTLEMENT - 2020 AMOUNT: $ 75,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039475
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07965
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0178255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0180865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0327840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0195841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01060476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0697979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02463001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07965
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0178255
IRS990ScheduleA/InvestmentIncomeCYPct00.06550
IRS990ScheduleA/InvestmentIncomePYPct00.03360
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt077570
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0852
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01180
IRS990ScheduleA/OtherIncome509Grp/TotalAmt079732
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90520
IRS990ScheduleA/PublicSupportPY509Pct00.96590
IRS990ScheduleA/PublicSupportTotal509Amt02463694
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0180881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0327910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0196373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01060551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0697979
IRS990ScheduleA/Total509Grp/TotalAmt02463694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0301058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0375451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0237170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01100878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0707124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02721681
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0160801
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0160801
IRS990ScheduleD/TotalLiabilityAmt020833
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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/ExplanationTxt2ASSET MANAGEMENT FEE: PROGRAM SERVICE EXPENSES 20,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,000. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 707. MANAGEMENT AND GENERAL EXPENSES 177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 884. CMV DEVELOPMENT EXPENSE: PROGRAM SERVICE EXPENSES 99,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOSS FROM PASSTHROUGH INVESTMENTS 60.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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 INGLEWOOD LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5TCD HACIENDA DEL NORTE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0396
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt1289
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt2527
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt3382
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt4133
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt5388
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-8
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt1-6
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt2-13
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt3-10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt4-3
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt5-19
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/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,635,163
Liabilities
$20,833
Net assets
$1,614,330
Revenue
$300,999
Expenses
$311,082
Net income
-$10,083
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