Civic Intelligence

Melissa a Stoneberger Foundation

990EZ • Fiscal year 2020 • EIN 81-2752690

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 19, 2021

Organization ProfileMELISSASTONEBERGERFOUNDATION.ORG
5731 Hidden Creek CTPleasanton, CA 94566

(510) 657-8114

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-60%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,611

Down $17,229 (-20%) from 2019

Net Assets

Down

$70,611

Down $17,229 (-20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$40,795

Down $60,664 (-60%) from 2019

Expenses

Down

$58,025

Down $56,984 (-50%) from 2019

Net Income

Down

-$17,230

Down $3,680 (-27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2020

Assets$70,611
Liabilities-
Net Assets$70,611
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$40,795
Expenses$58,025
Net Income-$17,230
Open 2020 Filing
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 Pay76th 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.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,611
Liabilities
-
Net assets
$70,611
Revenue
$40,795
Expenses
$58,025
Net income
-$17,230
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