Civic Intelligence

Steinert Family Foundation

990PF • Fiscal year 2020 • EIN 77-0219732

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

Organization Profile
3939 Bernard Street No 1Bakersfield, CA 93306

(661) 872-5545

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

35th percentile

-2.9%

Higher net margin than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.8%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,511,263

Down $20,995 (-0.8%) from 2019

Net Assets

Down

$2,511,263

Down $20,995 (-0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin35th percentile

Revenue

Down

$577,748

Down $15,389,154 (-96%) from 2019

Expenses

Down

$594,768

Down $14,650,359 (-96%) from 2019

Net Income

Down

-$17,020

Down $738,795 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $55Liabilities 2011: $02011Assets 2012: $25Liabilities 2012: $02012Assets 2013: $35Liabilities 2013: $0Net Assets 2013: $352013Assets 2014: $25Liabilities 2014: $0Net Assets 2014: $252014Assets 2015: $25Liabilities 2015: $0Net Assets 2015: $252015Assets 2016: $195Liabilities 2016: $0Net Assets 2016: $1952016Assets 2017: $1,523,938Liabilities 2017: $0Net Assets 2017: $1,523,9382017Assets 2018: $1,810,483Liabilities 2018: $0Net Assets 2018: $1,810,4832018Assets 2019: $2,532,258Liabilities 2019: $0Net Assets 2019: $2,532,2582019Assets 2020: $2,511,263Liabilities 2020: $0Net Assets 2020: $2,511,2632020Assets 2021: $5,942,354Liabilities 2021: $0Net Assets 2021: $5,942,3542021Assets 2022: $5,674,294Liabilities 2022: $0Net Assets 2022: $5,674,2942022Assets 2023: $5,355,917Liabilities 2023: $0Net Assets 2023: $5,355,9172023Assets 2024: $5,072,316Liabilities 2024: $0Net Assets 2024: $5,072,3162024

Highlighted filing

2020

Assets$2,511,263
Liabilities$0
Net Assets$2,511,263
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,200Expenses 2011: $1,200Net Income 2011: $02011Revenue 2012: $1,000Expenses 2012: $1,030Net Income 2012: -$302012Revenue 2013: $1,050Expenses 2013: $1,040Net Income 2013: $102013Revenue 2014: $1,040Expenses 2014: $1,050Net Income 2014: -$102014Revenue 2015: $1,100Expenses 2015: $1,100Net Income 2015: $02015Revenue 2016: $1,340Expenses 2016: $1,170Net Income 2016: $1702016Revenue 2017: $1,495,614Expenses 2017: $146,205Net Income 2017: $1,349,4092017Revenue 2018: $16,575,521Expenses 2018: $16,288,976Net Income 2018: $286,5452018Revenue 2019: $15,966,902Expenses 2019: $15,245,127Net Income 2019: $721,7752019Revenue 2020: $577,748Expenses 2020: $594,768Net Income 2020: -$17,0202020Revenue 2021: $5,302,492Expenses 2021: $1,871,401Net Income 2021: $3,431,0912021Revenue 2022: $421,897Expenses 2022: $689,957Net Income 2022: -$268,0602022Revenue 2023: $345,617Expenses 2023: $663,994Net Income 2023: -$318,3772023Revenue 2024: $316,683Expenses 2024: $600,284Net Income 2024: -$283,6012024

Highlighted filing

2020

Revenue$577,748
Expenses$594,768
Net Income-$17,020
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAX E STEINERTPresident-$0--
GARY STEINERTVice President-$0--
RANDALL STEINERTTreasurer-$0--
STEPHANIE BECKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Steinert Family Foundation
EIN
77-0219732
Phone
6618725545
Address
3939 BERNARD STREET NO 1, BAKERSFIELD, CA 93306

Signing Officer

Name
Max E Steinert
Title
President
Phone
6618725545
Signed
2021-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniells Phillips Vaughan & Bock
Address
300 NEW STINE ROAD, BAKERSFIELD, CA 93309
Preparer
Stephanie Peters CPA Mst
Phone
6618347411
Raw XML Appendix365 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHILD MENTORING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HARVEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RELIGIOUS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRESNO PACIFIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GARDEN PATHWAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HERITAGE BIBLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4YOUTH FOR CHRIST KERN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01717 S CHESTNUT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11616 29TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22323 MT VERNON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 EAST D STREET PO BOX 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42131 CALIFORNIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRESNO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BAKERSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BAKERSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HILLSORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BAKERSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd367063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493304
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0589500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013537
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015141341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016174246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0106370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031997920
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0575963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015141341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016174246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0106370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0589500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0575963
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031997920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031421957
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARVIN STEINERT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03939 BERNARD STREET 1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BAKERSFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093306
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0450000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN STEINERT LIVING TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt068300
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt068300
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03975
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0153
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt019877
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt019877
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019877
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARVIN STEINERT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03939 BERNARD STREET 1
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BAKSERFIELD CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093306
TaxesSchedule/TaxesDetail/Amt0235
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX E STEINERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06618725545
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEINERT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEI
ReturnHeader/Filer/EIN0770219732
ReturnHeader/Filer/PhoneNum06618725545
ReturnHeader/Filer/USAddress/AddressLine1Txt03939 BERNARD STREET NO 1
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952972229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELLS PHILLIPS VAUGHAN & BOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 NEW STINE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309
ReturnHeader/PreparerPersonGrp/PhoneNum06618347411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE PETERS CPA MST
ReturnHeader/ReturnTs02021-06-17T12:50:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEINERT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,511,263
Liabilities
$0
Net assets
$2,511,263
Revenue
$577,748
Expenses
$594,768
Net income
-$17,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.32$0.60$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.35$0.66$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.42$0.69$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$5.30$1.87$3.43
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.58$0.59$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$16.0$15.2$0.72
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$16.6$16.3$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$1.50$0.15$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00