Civic Intelligence

Step Forward Academy

EIN 85-1568056 • 501(c)3 • Aliso Viejo, CA

Profile

A faith-based organization ending poverty by providing mentorship and coaching to develop a career path.

92 Argonaut Ste 275Aliso Viejo, CA 92656

www.stepforwardacademy.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

98th percentile

$51,250

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

91st percentile

78%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.7%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$44,929

Up $19,717 (+78%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$44,929

Up $19,717 (+78%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin72nd percentile

Revenue

Up

$113,159

Up $9,978 (+9.7%) from 2024

Expenses

Down

$93,442

Down $19,371 (-17%) from 2024

Net Income

Up

$19,717

Up $29,349 (+305%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2021: $68,777Net Assets 2021: $68,7772021Assets 2022: $73,388Net Assets 2022: $73,3882022Assets 2023: $34,844Net Assets 2023: $34,8442023Assets 2024: $25,212Liabilities 2024: $0Net Assets 2024: $25,2122024Assets 2025: $44,929Liabilities 2025: $0Net Assets 2025: $44,9292025

Highlighted filing

2025

Assets$44,929
Liabilities$0
Net Assets$44,929
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2021: $93,797Expenses 2021: $25,020Net Income 2021: $68,7772021Revenue 2022: $114,516Expenses 2022: $109,905Net Income 2022: $4,6112022Revenue 2023: $111,549Expenses 2023: $150,093Net Income 2023: -$38,5442023Revenue 2024: $103,181Expenses 2024: $112,813Net Income 2024: -$9,6322024Revenue 2025: $113,159Expenses 2025: $93,442Net Income 2025: $19,7172025

Highlighted filing

2025

Revenue$113,159
Expenses$93,442
Net Income$19,717
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,929
Liabilities
$0
Net assets
$44,929
Revenue
$113,159
Expenses
$93,442
Net income
$19,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.13$0.93$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.03$1.13$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.12$1.50$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.15$1.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.94$0.25$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$113,159
Mission and Program Overview

Mission

A faith-based organization ending poverty by providing mentorship and coaching to develop a career path.

Program Services

DescriptionGrantsExpenses
A FAITH-BASED CHARITABLE ORGANIZATION THAT WORKS TOWARDS ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.$0$93,442
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN WONGCEO & Executive DirectorFT$51,250-$51,250
SOPHIA ALEXANDERSecretaryPT$0--
KEITH ROBINSONTreasurer-$0--
LARRY ALEXANDERBoard President-$0--
JASON POLINGTrustee-$0--
JORDON RICHARDTrustee-$0--
CHRISTINE MCMAHONTrustee-$0--
MONICA MOLINAROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Step Forward Academy
EIN
85-1568056
Phone
9492942514
Address
92 ARGONAUT STE 275, ALISO VIEJO, CA 92656

Signing Officer

Name
Ryan Wong
Title
CEO & Executive Director
Phone
9492942514
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3575 PIEDMONT RD NE STE 1550, ATLANTA, GA 30305
Preparer
Ellen Lucciola
Phone
4042623300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising/marketing/promotional. Amount: 1,048. Description: meals. Amount: 1,126. Description: office supplies & software. Amount: 9,473. Description: programming. Amount: 2,339. Description: training. Amount: 1,300. Description: insurance. Amount: 348. Description: supplies. Amount: 18. Description: taxes & licenses. Amount: 25. Description: event expenses. Amount: 20. Total to form 990-ez, line 16: 15,697.”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09492942514
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt092 ARGONAUT STE 275
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALISO VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092656
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044929
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt044929
IRS990EZ/GrossReceiptsAmt0113159
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044929
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044929
IRS990EZ/OccupancyRentUtltsAndMaintAmt0179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt051250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON POLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JORDON RICHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTINE MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MONICA MOLINARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO & EXECUTIVE DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A FAITH-BASED ORGANIZATION ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A FAITH-BASED CHARITABLE ORGANIZATION THAT WORKS TOWARDS ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093442
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt069688
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093442
IRS990EZ/TotalProgramServiceExpensesAmt093442
IRS990EZ/TotalRevenueAmt0113159
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.STEPFORWARDACADEMY.ORG/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TO PROVIDE MENTORSHIPS AND COACHING TO HELP PEOPLE ACCOMPLISH CAREER GOALS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0113159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt093797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0536202
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0458062
IRS990ScheduleA/SubstantialContributorsTotAmt078140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113159
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt093797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0536202
IRS990ScheduleA/TotalSupportAmt0536202
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING/MARKETING/PROMOTIONAL. AMOUNT: 1,048. DESCRIPTION: MEALS. AMOUNT: 1,126. DESCRIPTION: OFFICE SUPPLIES & SOFTWARE. AMOUNT: 9,473. DESCRIPTION: PROGRAMMING. AMOUNT: 2,339. DESCRIPTION: TRAINING. AMOUNT: 1,300. DESCRIPTION: INSURANCE. AMOUNT: 348. DESCRIPTION: SUPPLIES. AMOUNT: 18. DESCRIPTION: TAXES & LICENSES. AMOUNT: 25. DESCRIPTION: EVENT EXPENSES. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 15,697.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09492942514
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP FORWARD ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0851568056
ReturnHeader/Filer/PhoneNum09492942514
ReturnHeader/Filer/USAddress/AddressLine1Txt092 ARGONAUT STE 275
ReturnHeader/Filer/USAddress/CityNm0ALISO VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092656
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03575 PIEDMONT RD NE STE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042623300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN LUCCIOLA
ReturnHeader/ReturnTs02025-12-09T10:34:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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