Civic Intelligence

Estep Foundation Inc.

EIN 56-2357612 • 501(c)3 • Alpharetta, GA

Pub. 78 Eligible990-N Coverage

Profile

COLLEGE SCHOLARSHIPS

12820 Wyngate TrailAlpharetta, GA 30005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-564%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-99%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-89%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5

Down $395 (-99%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$5

Down $395 (-99%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$70

Down $545 (-89%) from 2016

Expenses

Up

$465

Up $150 (+48%) from 2016

Net Income

Down

-$395

Down $695 (-232%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5K$1.0K$500$0Assets 2010: $1,350Net Assets 2010: $1,3502010Assets 2011: $33Net Assets 2011: $332011Assets 2012: $1,252Liabilities 2012: $02012Assets 2013: $72Liabilities 2013: $0Net Assets 2013: $722013Assets 2014: $6Liabilities 2014: $0Net Assets 2014: $62014Assets 2015: $100Liabilities 2015: $0Net Assets 2015: $1002015Assets 2016: $400Liabilities 2016: $0Net Assets 2016: $4002016Assets 2017: $5Liabilities 2017: $0Net Assets 2017: $52017

Highlighted filing

2017

Assets$5
Liabilities$0
Net Assets$5
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2010: $1,700Expenses 2010: $350Net Income 2010: $1,3502010Revenue 2011: $6,990Expenses 2011: $8,307Net Income 2011: -$1,3172011Revenue 2012: $3,658Expenses 2012: $2,439Net Income 2012: $1,2192012Revenue 2013: $0Expenses 2013: $1,180Net Income 2013: -$1,1802013Revenue 2014: $2,055Expenses 2014: $2,121Net Income 2014: -$662014Revenue 2015: $409Expenses 2015: $315Net Income 2015: $942015Revenue 2016: $615Expenses 2016: $315Net Income 2016: $3002016Revenue 2017: $70Expenses 2017: $465Net Income 2017: -$3952017

Highlighted filing

2017

Revenue$70
Expenses$465
Net Income-$395
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5
Liabilities
$0
Net assets
$5
Revenue
$70
Expenses
$465
Net income
-$395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$5$0$5$70$465$395
2016Detailed filing. Detailed filing data is available for this year.$400$0$400$615$315$300
2015Detailed filing. Detailed filing data is available for this year.$100$0$100$409$315$94
2014Detailed filing. Detailed filing data is available for this year.$6$0$6$2,055$2,121$66
2013Detailed filing. Detailed filing data is available for this year.$72$0$72$0$1,180$1,180
2012Summary only. Only limited summary data is available for this year.$1,252$0$3,658$2,439$1,219
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33$33$6,990$8,307$1,317
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,350$1,350$1,700$350$1,350
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 11, 2018
Return Version
2017v2.3
Gross Receipts
$70
Mission and Program Overview

Mission

COLLEGE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
PROVIDE ELIGIBLE STUDENTS WITH SCHOLARSHIPS TO PURSUE EDUCATION.$150$465
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY ESTEPDirector-$0--
MEREDITH ESTEPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Estep Foundation Inc
EIN
56-2357612
Phone
6784557405
Address
12820 WYNGATE TRAIL, ALPHARETTA, GA 30005

Signing Officer

Name
Meredith Estep
Title
Director
Phone
6785917780
Signed
2018-09-11

Preparer

Firm
Spw & Associates LLC
Address
4015 NINE MCFARLAND DR SUITE 200, ALPHARETTA, GA 30004-8492
Preparer
Joshua J Podczervinski
Phone
7706671177
Raw XML Appendix120 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ESTEP FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06784557405
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06225 SHILOH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALPHARETTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0315
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0400
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0150
IRS990EZ/GrossReceiptsAmt070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY ESTEP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH ESTEP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ELIGIBLE STUDENTS WITH SCHOLARSHIPS TO PURSUE EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0465
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0465
IRS990EZ/TotalProgramServiceExpensesAmt0465
IRS990EZ/TotalRevenueAmt070
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03149
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02055
IRS990ScheduleA/Total509Grp/TotalAmt03149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03149
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH ESTEP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06785917780
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTEP FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ESTE
ReturnHeader/Filer/EIN0562357612
ReturnHeader/Filer/PhoneNum06784557405
ReturnHeader/Filer/USAddress/AddressLine1Txt012820 WYNGATE TRAIL
ReturnHeader/Filer/USAddress/CityNm0ALPHARETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04DB7FDDAA70D2CF3880F9DE1596B55CFA2C65EB3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF51094776A1C2CC6B64DD40FEDB2DA31D5720F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.165.183.41
ReturnHeader/FilingSecurityInformation/IPDt02018-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:50:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461312217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPW & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04015 NINE MCFARLAND DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPHARETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300048492
ReturnHeader/PreparerPersonGrp/PhoneNum07706671177
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA J PODCZERVINSKI
ReturnHeader/ReturnTs02018-09-13T16:50:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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