Civic Intelligence

Steam Educational Foundation Inc.

990EZ • Fiscal year 2019 • EIN 77-0626594

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization ProfileWWW.STEAMEDUCATIONALFOUNDATION.ORG
29582 AventuraRancho Santa Margarita, CA 92688

(949) 546-7294

Siviq Scores

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

Liabilities / Assets

94th percentile

0.94x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

95th percentile

194%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$39,584

Up $26,106 (+194%) from 2018

Net Assets

$2,543

No earlier filing loaded for comparison.

Liabilities

Up

$37,041

Up $37,041 from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin21st percentile

Revenue

Up

$82,987

Up $26,933 (+48%) from 2018

Expenses

Up

$93,922

Up $47,739 (+103%) from 2018

Net Income

Down

-$10,935

Down $20,806 (-211%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$150K$100K$50K$0Assets 2012: $128,856Liabilities 2012: $15,8162012Assets 2013: $107,069Liabilities 2013: $02013Assets 2014: $81,497Liabilities 2014: $0Net Assets 2014: $81,4972014Assets 2015: $103,353Liabilities 2015: $0Net Assets 2015: $103,3532015Assets 2016: $2,757Liabilities 2016: $0Net Assets 2016: $2,7572016Assets 2017: $3,607Liabilities 2017: $0Net Assets 2017: $3,6072017Assets 2018: $13,478Liabilities 2018: $02018Assets 2019: $39,584Liabilities 2019: $37,041Net Assets 2019: $2,5432019Assets 2020: $20,400Liabilities 2020: $10,836Net Assets 2020: $9,5642020Assets 2021: $19,820Liabilities 2021: $0Net Assets 2021: $19,8202021Assets 2022: $12,715Liabilities 2022: $0Net Assets 2022: $12,7152022Assets 2023: $11,295Liabilities 2023: $0Net Assets 2023: $11,2952023

Highlighted filing

2019

Assets$39,584
Liabilities$37,041
Net Assets$2,543
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $58,490Expenses 2012: $67,697Net Income 2012: -$9,2072012Revenue 2013: $49,979Expenses 2013: $55,950Net Income 2013: -$5,9712013Revenue 2014: $49,660Expenses 2014: $75,232Net Income 2014: -$25,5722014Revenue 2015: $46,588Expenses 2015: $24,732Net Income 2015: $21,8562015Revenue 2016: $39,783Expenses 2016: $140,379Net Income 2016: -$100,5962016Revenue 2017: $3,568Expenses 2017: $2,718Net Income 2017: $8502017Revenue 2018: $56,054Expenses 2018: $46,183Net Income 2018: $9,8712018Revenue 2019: $82,987Expenses 2019: $93,922Net Income 2019: -$10,9352019Revenue 2020: $175,168Expenses 2020: $135,443Net Income 2020: $39,7252020Revenue 2021: $13,785Expenses 2021: $3,529Net Income 2021: $10,2562021Revenue 2022: $0Expenses 2022: $7,105Net Income 2022: -$7,1052022Revenue 2023: $0Expenses 2023: $1,420Net Income 2023: -$1,4202023

Highlighted filing

2019

Revenue$82,987
Expenses$93,922
Net Income-$10,935
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$82,987
Mission and Program Overview

Mission

Provide children the necessary tools and support programs for primary educational development.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDE SERVICES FOR HOMESHOOL STUDENTS-$93,922
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY JOHNSONDirector-$0--
ASHLEY POWELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Steam Educational Foundation Inc
EIN
77-0626594
Phone
9495467294
Address
29582 AVENTURA, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Kimberly Johnson
Title
Director
Phone
9495467294
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Jelena S Allen CPA Corp
Address
23881 VIA FABRICANTE STE 521, MISSION VIEJO, CA 92691
Preparer
Jelena S Allen CPA Cva
Phone
9497662741
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank & credit card fees 178 office expense 5 kitchen / cleaning supplies 12 school supplies 3,013 liability insurance 1,251 workers compensation 1,898 total 6,357”

Form 990-ez, Part II, Line 24

“Other assets 4,537 35,078 total 4,537 35,078”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 37,041”

Raw XML Appendix141 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/PersonNm0KIMBERLY JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09495467294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029582 AVENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA MARGARITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04506
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08393
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10935
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01555
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039584
IRS990EZ/GrossReceiptsAmt082987
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02543
IRS990EZ/OccupancyRentUtltsAndMaintAmt040500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04537
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035078
IRS990EZ/OtherExpensesTotalAmt06357
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt074594
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SERVICES FOR HOMESHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045510
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt037041
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093922
IRS990EZ/TotalProgramServiceExpensesAmt093922
IRS990EZ/TotalRevenueAmt082987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEAMEDUCATIONALFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REGISTRATION FEES = 1,574 TUITION = 73,020
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0102886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt074594
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt0102886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0102886
IRS990ScheduleA/TotalSupportAmt0102887
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK & CREDIT CARD FEES 178 OFFICE EXPENSE 5 KITCHEN / CLEANING SUPPLIES 12 SCHOOL SUPPLIES 3,013 LIABILITY INSURANCE 1,251 WORKERS COMPENSATION 1,898 TOTAL 6,357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS 4,537 35,078 TOTAL 4,537 35,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 37,041
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09495467294
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEAM EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEA
ReturnHeader/Filer/EIN0770626594
ReturnHeader/Filer/PhoneNum09495467294
ReturnHeader/Filer/USAddress/AddressLine1Txt029582 AVENTURA
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA MARGARITA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:02:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463117229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JELENA S ALLEN CPA CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023881 VIA FABRICANTE STE 521
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum09497662741
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JELENA S ALLEN CPA CVA
ReturnHeader/ReturnTs02019-11-13T19:02:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,584
Liabilities
$37,041
Net assets
$2,543
Revenue
$82,987
Expenses
$93,922
Net income
-$10,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.14$0.04$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.11$0.10$1.75$1.35$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.37$0.03$0.83$0.94$0.11
2018Summary only. Only limited summary data is available for this year.$0.13$0.00$0.56$0.46$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.40$1.40$1.01
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.47$0.25$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.50$0.75$0.26
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$0.50$0.56$0.06
2012Summary only. Only limited summary data is available for this year.$1.29$0.16$0.58$0.68$0.09