Civic Intelligence

Step Into Balance

990EZ • Fiscal year 2017 • EIN 81-1242650

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 20, 2018

Organization ProfileN/A
755 Baywood Drive 2nd FloorPetaluma, CA 94954

(707) 235-3615

Siviq Scores

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

Liabilities / Assets

94th percentile

0.98x

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

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

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

4th percentile

-134%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

76th percentile

$600

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

2nd percentile

-97%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$1,637

Down $53,018 (-97%) from 2016

Net Assets

Down

$34

Down $53,501 (-100%) from 2016

Liabilities

Up

$1,603

Up $483 (+43%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin4th percentile

Revenue

Down

$40,014

Down $60,067 (-60%) from 2016

Expenses

Up

$93,515

Up $46,969 (+101%) from 2016

Net Income

Down

-$53,501

Down $107,036 (-200%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$60K$40K$20K$0Assets 2016: $54,655Liabilities 2016: $1,120Net Assets 2016: $53,5352016Assets 2017: $1,637Liabilities 2017: $1,603Net Assets 2017: $342017Assets 2018: $26,613Net Assets 2018: $26,6132018Assets 2019: $1Liabilities 2019: $02019

Highlighted filing

2017

Assets$1,637
Liabilities$1,603
Net Assets$34
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2016: $100,081Expenses 2016: $46,546Net Income 2016: $53,5352016Revenue 2017: $40,014Expenses 2017: $93,515Net Income 2017: -$53,5012017Revenue 2018: $100,000Expenses 2018: $73,421Net Income 2018: $26,5792018Revenue 2019: $0Expenses 2019: $26,613Net Income 2019: -$26,6132019

Highlighted filing

2017

Revenue$40,014
Expenses$93,515
Net Income-$53,501
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 20, 2018
Return Version
2017v2.2
Gross Receipts
$40,014
Mission and Program Overview

Mission

To help individuals learn their value and self-worth by focusing on their natural state of well being.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S SPECIFIC PURPOSE IS TO HELP INDIVIDUALS LEARN THEIR VALUE AND SELF-WORTH BY FOCUSING ON THEIR NATURAL STATE OF WELL BEING. THROUGH COMMUNITY OUTREACH, WORKSHOPS, INSTRUCTIVE MATERIALS AND CLASSES, THE ORGANIZATION WILL HELP GUIDE INDIVIDUALS FROM THIER THOUGHTS TO THEIR PHYSICAL SENSES, WITH THE GOAL OF HELPING INDIVIDUALS MANAGE STRESS.$93,515-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRAN KIPNISSecretary-$600-$600
CHRIS W MALLCEO-$0--
MICHAEL COHENCFO-$0--
Filing and Contact Details

Filer

Filer Name
Step Into Balance
EIN
81-1242650
Phone
7072353615
Address
755 BAYWOOD DRIVE 2ND FLOOR, PETALUMA, CA 94954

Signing Officer

Name
Chris W Mall
Title
President
Signed
2018-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Torkelson & Associates CPAs LLP
Address
3835 Cypress Dr STE 110, Petaluma, CA 94954
Preparer
Kathleen E Doyle
Phone
7077952691
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $190”

Other Expenses.1002

“Office Expenses $2653”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2868”

Other Expenses.1012

“Insurance $635”

Other Expenses.1

“MARKETING $11430”

Other Expenses.2

“TRAINING $5905”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1120 Accounts Payable and Accrued Expenses - Ending $1603”

Raw XML Appendix140 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/PersonNm0MICHELLE CAMPERS
IRS990EZ/BooksInCareOfDetail/PhoneNum07072353615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0755 BAYWOOD DRIVE 2ND FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054655
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01637
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-53501
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033977
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054655
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01637
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt040014
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034
IRS990EZ/OccupancyRentUtltsAndMaintAmt0933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS W MALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN KIPNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023681
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP INDIVIDUALS LEARN THEIR VALUE AND SELF-WORTH BY FOCUSING ON THEIR NATURAL STATE OF WELL BEING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S SPECIFIC PURPOSE IS TO HELP INDIVIDUALS LEARN THEIR VALUE AND SELF-WORTH BY FOCUSING ON THEIR NATURAL STATE OF WELL BEING. THROUGH COMMUNITY OUTREACH, WORKSHOPS, INSTRUCTIVE MATERIALS AND CLASSES, THE ORGANIZATION WILL HELP GUIDE INDIVIDUALS FROM THIER THOUGHTS TO THEIR PHYSICAL SENSES, WITH THE GOAL OF HELPING INDIVIDUALS MANAGE STRESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt093515
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034924
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01120
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01603
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093515
IRS990EZ/TotalProgramServiceExpensesAmt093515
IRS990EZ/TotalRevenueAmt040014
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0140000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt095
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0140000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0140000
IRS990ScheduleA/TotalSupportAmt0140095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING $11430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINING $5905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $1120 Accounts Payable and Accrued Expenses - Ending $1603
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS W MALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INTO BALANCE
ReturnHeader/Filer/BusinessNameControlTxt0RETU
ReturnHeader/Filer/EIN0811242650
ReturnHeader/Filer/PhoneNum07072353615
ReturnHeader/Filer/USAddress/AddressLine1Txt0755 BAYWOOD DRIVE 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094954
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263701192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Torkelson & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03835 Cypress Dr STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077952691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Doyle
ReturnHeader/ReturnTs02018-09-06T16:34:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,637
Liabilities
$1,603
Net assets
$34
Revenue
$40,014
Expenses
$93,515
Net income
-$53,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.27$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$1.00$0.73$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.40$0.94$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.01$0.54$1.00$0.47$0.54