Civic Intelligence

Step Forward Academy

990EZ • Fiscal year 2023 • EIN 85-1568056

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization ProfileWWW.STEPFORWARDACADEMY.ORG
92 Argonaut Ste 275Aliso Viejo, CA 92656

(949) 294-2514

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

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

94th percentile

$60,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 53.8% of source-year revenue.

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

Asset Growth

10th percentile

-53%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

41st percentile

-2.6%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,844

Down $38,544 (-53%) from 2022

Net Assets

Down

$34,844

Down $38,544 (-53%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$111,549

Down $2,967 (-2.6%) from 2022

Expenses

Up

$150,093

Up $40,188 (+37%) from 2022

Net Income

Down

-$38,544

Down $43,155 (-936%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$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

2023

Assets$34,844
Liabilities-
Net Assets$34,844
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

2023

Revenue$111,549
Expenses$150,093
Net Income-$38,544
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$111,549
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
STEP FORWARD ACADEMY IS 501(C)(3) FAITH-BASED CHARITABLE ORGANIZATION THAT WORKS TOWARDS ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.-$150,093
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN WONGCEO & ExecutFT$60,000-$60,000
KEITH ROBINSONTreasurerPT$28,500-$28,500
SOPHIA ALEXANDERSecretaryPT$0--
LARRY ALEXANDERBoard Presid-$0--
SCOTT SHONETrustee-$0--
JON KAGAWATrustee-$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
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Blue & Co Cpas and Conslts Llp
Address
1600 RIVEREDGE PKWY NW STE 310, ATLANTA, GA 30328-4671
Preparer
M Ellen Lucciola CPA
Phone
7706440500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising & marketing 4,692 job supplies 25 meals & entertainment 810 office supplies & software 9,971 programming 2,606 training 1,200 total 19,304”

Form 990-ez, Part III

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

Raw XML Appendix139 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0RYAN WONG
IRS990EZ/BooksInCareOfDetail/PhoneNum09492942514
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt092 ARGONAUT
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 275
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALISO VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092656
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073388
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0111549
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IRS990EZ/ExcessOrDeficitForYearAmt0-38544
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt073388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034844
IRS990EZ/GrossReceiptsAmt0111549
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034844
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt060000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt228500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT SHONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON KAGAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO & EXECUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019304
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A FAITH-BASED ORGANIZATION ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STEP FORWARD ACADEMY IS 501(C)(3) FAITH-BASED CHARITABLE ORGANIZATION THAT WORKS TOWARDS ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150093
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0113964
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0150093
IRS990EZ/TotalProgramServiceExpensesAmt0150093
IRS990EZ/TotalRevenueAmt0111549
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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/CurrentTaxYearAmt0111549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0114516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0319862
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0255963
IRS990ScheduleA/SubstantialContributorsTotAmt063899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0111549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0114516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0319862
IRS990ScheduleA/TotalSupportAmt0319862
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/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 4,692 JOB SUPPLIES 25 MEALS & ENTERTAINMENT 810 OFFICE SUPPLIES & SOFTWARE 9,971 PROGRAMMING 2,606 TRAINING 1,200 TOTAL 19,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A FAITH-BASED ORGANIZATION ENDING POVERTY BY PROVIDING MENTORSHIP AND COACHING TO DEVELOP A CAREER PATH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & EXECUTIVE DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum09492942514
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464148474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD BLUE & CO CPAS AND CONSLTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 RIVEREDGE PKWY NW STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303284671
ReturnHeader/PreparerPersonGrp/PhoneNum07706440500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M ELLEN LUCCIOLA CPA
ReturnHeader/ReturnTs02023-11-13T16:05:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
$34,844
Liabilities
-
Net assets
$34,844
Revenue
$111,549
Expenses
$150,093
Net income
-$38,544
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