Civic Intelligence

Melissa a Stoneberger Foundation

990EZ • Fiscal year 2019 • EIN 81-2752690

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 04, 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$87,840

No earlier filing loaded for comparison.

Net Assets

$87,840

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

$101,459

No earlier filing loaded for comparison.

Expenses

$115,009

No earlier filing loaded for comparison.

Net Income

-$13,550

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$87,840
Liabilities-
Net Assets$87,840
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$101,459
Expenses$115,009
Net Income-$13,550
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 4, 2021
Return Version
2019v5.1
Gross Receipts
$101,459
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI STONEBERGERPrincipal Officer-$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
2021-03-04
Discuss with paid preparer
Yes

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 for 8 students”

Raw XML Appendix114 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/BOYAmt061653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087840
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0101459
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13550
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039737
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061653
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087840
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035500
IRS990EZ/GrossReceiptsAmt0101459
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061653
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061653
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI STONEBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATING FOR EDUCATION AND CREATIVE ARTS
IRS990EZ/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED TO 5 UNIVERSITY STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115009
IRS990EZ/TotalRevenueAmt0101459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELISSASTONEBERGERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137685
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014099
IRS990ScheduleA/Total509Grp/TotalAmt0137685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014099
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137685
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 FOR 8 STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
ReasonableCauseExplanation/ExplanationTxt0COVID 19
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI STONEBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05106578114
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-04
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/PreparationDt02021-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Varsha Patel
ReturnHeader/ReturnTs02021-03-27T04:35:42Z
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
$87,840
Liabilities
-
Net assets
$87,840
Revenue
$101,459
Expenses
$115,009
Net income
-$13,550
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