Civic Intelligence

Melissa a Stoneberger Foundation

990EZ • Fiscal year 2023 • EIN 81-2752690

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-36%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$79,359

Flat from 2023

Net Assets

$79,359

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Flat

$110,858

Flat from 2023

Expenses

Flat

$156,278

Flat from 2023

Net Income

Flat

-$45,420

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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: $79,359Net Assets 2023: $79,3592023Assets 2023: $79,359Liabilities 2023: $02023

Highlighted filing

2023

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

Operations Trend

Revenue Growth27th 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: -$45,4202023Revenue 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$110,858
Mission and Program Overview

Mission

Donating for education and creative arts

Program Services

DescriptionGrantsExpenses
DONATED TO 43 UNIVERSITY STUDENTS TO HELP WITH TUITION--
Compensation and Service Providers
Top Officer Pay78th 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
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Block Advisors
Address
3128 SANTA RITA RD STE A, PLEASANTON, CA 94566
Preparer
Melissa Cook
Phone
9254610152
Supplemental Narrative

Additional Explanations

Part 1 Line 8

“BANK INTEREST”

Part 1 Line 10

“Grants paid out to 43 college students”

Part 1 Line 13

“OUTSDIDE SERVICE FEES”

Part 1 Line 16

“TAX WITHHELD”

Raw XML Appendix128 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/BOYAmt0124779
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079359
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110843
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-45420
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079359
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0155500
IRS990EZ/GrossReceiptsAmt0110858
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI STONEBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATING FOR EDUCATION AND CREATIVE ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATED TO 43 UNIVERSITY STUDENTS TO HELP WITH TUITION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0156278
IRS990EZ/TotalRevenueAmt0110858
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MELISSASTONEBERGERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0110843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0359282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0359282
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061459
IRS990ScheduleA/Total509Grp/TotalAmt0359282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS PAID OUT TO 43 COLLEGE STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSDIDE SERVICE FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX WITHHELD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI STONEBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05106578114
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03128 SANTA RITA RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09254610152
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Cook
ReturnHeader/ReturnTs02024-04-30T23:12:09Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONEBERGER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,359
Liabilities
-
Net assets
$79,359
Revenue
$110,858
Expenses
$156,278
Net income
-$45,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.11$1.56$0.45
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