Civic Intelligence

Step Into Balance

990EZ • Fiscal year 2018 • EIN 81-1242650

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileN/A
293 Cambridge LanePetaluma, CA 94952

(707) 235-3615

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

1526%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

150%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,613

Up $24,976 (+1526%) from 2017

Net Assets

Up

$26,613

Up $26,579 (+78174%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$100,000

Up $59,986 (+150%) from 2017

Expenses

Down

$73,421

Down $20,094 (-21%) from 2017

Net Income

Up

$26,579

Up $80,080 (+150%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2018

Assets$26,613
Liabilities-
Net Assets$26,613
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$100,000
Expenses$73,421
Net Income$26,579
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$100,000
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.$73,421-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Step Into Balance
EIN
81-1242650
Phone
7072353615
Address
293 CAMBRIDGE LANE, PETALUMA, CA 94952

Signing Officer

Name
Chris W Mall
Title
President
Signed
2019-10-30
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 $8608”

Other Expenses.1002

“Office Expenses $1155”

Other Expenses.1012

“Insurance $1916”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1603 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix142 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/AddressLine1Txt0293 CAMBRIDGE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026613
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026579
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt059858
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01637
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026613
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0100000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026613
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026613
IRS990EZ/OccupancyRentUtltsAndMaintAmt01884
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherExpensesTotalAmt011679
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/GrantsAndAllocationsAmt073421
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01603
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073421
IRS990EZ/TotalProgramServiceExpensesAmt073421
IRS990EZ/TotalRevenueAmt0100000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt095
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0240000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240000
IRS990ScheduleA/TotalSupportAmt0240095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Advertising and Promotion $8608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $1603 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS W MALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INTO BALANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CHRIS MALL
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0811242650
ReturnHeader/Filer/PhoneNum07072353615
ReturnHeader/Filer/USAddress/AddressLine1Txt0293 CAMBRIDGE LANE
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
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/ReturnTs02019-11-06T17:23:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,613
Liabilities
-
Net assets
$26,613
Revenue
$100,000
Expenses
$73,421
Net income
$26,579
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
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.00$0.73$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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