Civic Intelligence

Step Into Balance

990EZ • Fiscal year 2019 • EIN 81-1242650

Jan 01, 2019 to Dec 31, 2019 • Filed on May 31, 2021

Organization ProfileN/A
293 Cambridge LanePetaluma, CA 94952

(707) 235-3615

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $26,613 (-100%) from 2018

Net Assets

Down

$0

Down $26,613 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $100,000 (-100%) from 2018

Expenses

Down

$26,613

Down $46,808 (-64%) from 2018

Net Income

Down

-$26,613

Down $53,192 (-200%) from 2018

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2019: $02019Assets 2019: $1Liabilities 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

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: -$26,6132019Revenue 2019: $0Expenses 2019: $26,613Net Income 2019: -$26,6132019

Highlighted filing

2019

Revenue$0
Expenses$26,613
Net Income-$26,613
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 31, 2021
Return Version
2019v5.0
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.$26,613-
Compensation and Service Providers

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
Cindy Mall
Title
Fiduciary
Signed
2021-05-31
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
Raw XML Appendix117 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/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07072353615
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0293 CAMBRIDGE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026613
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26613
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026613
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026613
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026613
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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/OrganizationHadUBIInd0false
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/GrantsAndAllocationsAmt026613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026613
IRS990EZ/TotalProgramServiceExpensesAmt026613
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt095
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0240000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240000
IRS990ScheduleA/TotalSupportAmt0240095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY MALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INTO BALANCE
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/ReturnTs02021-06-02T11:12:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$26,613
Net income
-$26,613
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
2019Detailed filing. Detailed filing 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
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