The Step Forward Trust

990PF • Fiscal year 2023 • EIN 82-2907927

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

Organization Profile

1775 W State Street Pmb 177Boise, ID 83702

(208) 407-6237

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

5.6%

Higher net margin than 54% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

0.3%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

-92%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

$7,478,308

Up $22,588 (+0.3%) from 2022

Net Assets

$7,477,883

Up $22,163 (+0.3%) from 2022

Liabilities

$425

Up $424 (+42400%) from 2022

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin54th percentile

Revenue

Down

$416,944

Down $4,655,362 (-92%) from 2022

Expenses

Down

$393,638

Down $862,355 (-69%) from 2022

Net Income

Down

$23,306

Down $3,793,007 (-99%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2023

Assets$7,478,308

Liabilities$425

Net Assets$7,477,883

Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$416,944

Expenses$393,638

Net Income$23,306

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Sep 9, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES CHALFANT	Co-Trustee	-	$0	-	-
GAYLE CHALFANT	Co-Trustee	-	$0	-	-
MARTHA CHALFANT	Co-Trustee	-	$0	-	-
JOHN CHALFANT	Co-Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Step Forward Trust
EIN: 82-2907927
Phone: 2084076237
Address: 1775 W STATE STREET PMB 177, BOISE, ID 83702

Signing Officer

Name: Matha M Chalfant
Title: Co-trustee
Phone: 2084076237
Signed: 2024-09-09
Discuss with paid preparer: Yes

Preparer

Firm: Harris & Co Pllc
Address: 1120 S RACKHAM WAY STE 100, MERIDIAN, ID 83642
Preparer: David Hutchison
Phone: 2083338965

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	6	493793
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	17	17164
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	19	34662
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	48	15237
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	24	ECOLAB INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	25	EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	26	EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	27	FACTSET RESH SYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	28	FACTSET RESH SYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	29	ILLINOIS TOOL WKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	30	ISHARES IBOXX $INVESTMENT BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	31	JOHN HANCOCK STRATEGIC INCOME OPPTYS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	32	JPMORGAN U S LARGE CAP CORE PLUS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	33	KENVUE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	34	L3HARRIS TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	35	LOWES COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	36	LOWES COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	37	MONDELEZ INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	38	NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	39	OTIS WORLDWIDE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	40	OTIS WORLDWIDE CORP

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $7,478,308
Liabilities: $425
Net assets: $7,477,883
Revenue: $416,944
Expenses: $393,638
Net income: $23,306

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.15	$0.00	$8.15	$0.92	$0.26	$0.66
2023Detailed filing. Detailed filing data is available for this year.	$7.48	$0.00	$7.48	$0.42	$0.39	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$7.46	$0.00	$7.46	$5.07	$1.26	$3.82
2021Detailed filing. Detailed filing data is available for this year.	$3.64	$0.00	$3.64	$0.16	$0.25	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$3.73	$0.00	$3.73	$0.03	$0.25	$0.22
2019Detailed filing. Detailed filing data is available for this year.	$3.95	$0.00	$3.95	$0.08	$0.25	$0.17
2018Detailed filing. Detailed filing data is available for this year.	$4.12	$0.00	$4.12	$0.14	$0.07	$0.07