Civic Intelligence

Melissa a Stoneberger Foundation

EIN 81-2752690 • 501(c)3 • Pleasanton, CA

Profile

Donating for education and creative arts

5731 Hidden Creek CTPleasanton, CA 94566

melissastonebergerfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

44th percentile

-0.0%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$79,359

Down $45,420 (-36%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$110,858

Down $22,875 (-17%) from 2022

Expenses

Up

$156,278

Up $14,004 (+9.8%) from 2022

Net Income

Down

-$45,420

Down $36,879 (-432%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2019: $87,840Net Assets 2019: $87,8402019Assets 2020: $70,611Net Assets 2020: $70,6112020Assets 2021: $133,320Net Assets 2021: $133,3202021Assets 2022: $124,779Liabilities 2022: $02022Assets 2023: $79,359Liabilities 2023: $02023

Highlighted filing

2023

Assets$79,359
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2019: $101,459Expenses 2019: $115,009Net Income 2019: -$13,5502019Revenue 2020: $40,795Expenses 2020: $58,025Net Income 2020: -$17,2302020Revenue 2021: $157,163Expenses 2021: $94,454Net Income 2021: $62,7092021Revenue 2022: $133,733Expenses 2022: $142,274Net Income 2022: -$8,5412022Revenue 2023: $110,858Expenses 2023: $156,278Net Income 2023: -$45,4202023

Highlighted filing

2023

Revenue$110,858
Expenses$156,278
Net Income-$45,420
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$79,359
Liabilities
$0
Net assets
-
Revenue
$110,858
Expenses
$156,278
Net income
-$45,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.79$0.00$1.11$1.56$0.45
2022Summary only. Only limited summary data is available for this year.$1.25$0.00$1.34$1.42$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$1.33$1.57$0.94$0.63
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.41$0.58$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.01$1.15$0.14
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 19, 2021
Return Version
2020v4.1
Gross Receipts
$40,795
Mission and Program Overview

Mission

Donating for education and creative arts

Program Services

DescriptionGrantsExpenses
DONATED TO 5 UNIVERSITY STUDENTS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI STONEBERGERPrincipal OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Melissa a Stoneberger Foundation
EIN
81-2752690
Phone
5106578114
Address
5731 HIDDEN CREEK CT, PLEASANTON, CA 94566

Signing Officer

Name
Sherri Stoneberger
Title
Principal Officer
Phone
5106578114
Signed
2021-03-19
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
46579 MISSION BLVD, FREMONT, CA 94539
Preparer
Varsha Patel
Phone
5104906422
Supplemental Narrative

Additional Explanations

Part 1 Line 10

“College scholarships given out to 14 students”

Raw XML Appendix116 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/PersonNm0SHERRI STONEBERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum05106578114
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05731 HIDDEN CREEK CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pleasanton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040795
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17230
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070611
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057500
IRS990EZ/GrossReceiptsAmt040795
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070610
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087840
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI STONEBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATING FOR EDUCATION AND CREATIVE ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED TO 5 UNIVERSITY STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058025
IRS990EZ/TotalRevenueAmt040795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELISSASTONEBERGERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt047994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0185679
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0185679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014099
IRS990ScheduleA/Total509Grp/TotalAmt0185679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014099
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185679
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIPS GIVEN OUT TO 14 STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI STONEBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05106578114
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELISSA A STONEBERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MELI
ReturnHeader/Filer/EIN0812752690
ReturnHeader/Filer/PhoneNum05106578114
ReturnHeader/Filer/USAddress/AddressLine1Txt05731 HIDDEN CREEK CT
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046579 MISSION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094539
ReturnHeader/PreparerPersonGrp/PhoneNum05104906422
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Varsha Patel
ReturnHeader/ReturnTs02021-03-30T22:26:48Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONEBERGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.