Civic Intelligence

Step Forward Academy

990EZ • Fiscal year 2024 • EIN 85-1568056

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-9.3%

Higher net margin than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$52,500

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 50.9% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.5%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,212

Down $9,632 (-28%) from 2023

Net Assets

Down

$25,212

Down $9,632 (-28%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$103,181

Down $8,368 (-7.5%) from 2023

Expenses

Down

$112,813

Down $37,280 (-25%) from 2023

Net Income

Up

-$9,632

Up $28,912 (+75%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$25,212
Liabilities$0
Net Assets$25,212
Open 2024 Filing

Operations Trend

Revenue Growth37th 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

2024

Revenue$103,181
Expenses$112,813
Net Income-$9,632
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$103,181
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$112,813
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN WONGCEO & Executive DirectorFT$52,500-$52,500
KEITH ROBINSONTreasurerPT$31,500-$31,500
SOPHIA ALEXANDERSecretaryPT$0--
LARRY ALEXANDERBoard President-$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
2025-05-15
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: 1,068. Description: meals. Amount: 320. Description: office supplies & software. Amount: 7,886. Description: programming. Amount: 2,097. Description: training. Amount: 1,100. Total to form 990-ez, line 16: 12,471.”

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RYAN WONG
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/BOYAmt034844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025212
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0103181
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09045
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025212
IRS990EZ/GrossReceiptsAmt0103181
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025212
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt052500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt231500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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 & EXECUTIVE DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012471
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/ProgramServiceExpensesAmt0112813
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt091297
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112813
IRS990EZ/TotalProgramServiceExpensesAmt0112813
IRS990EZ/TotalRevenueAmt0103181
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/CurrentTaxYearAmt0103181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0423043
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0347575
IRS990ScheduleA/SubstantialContributorsTotAmt075468
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0111549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0423043
IRS990ScheduleA/TotalSupportAmt0423043
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: 1,068. DESCRIPTION: MEALS. AMOUNT: 320. DESCRIPTION: OFFICE SUPPLIES & SOFTWARE. AMOUNT: 7,886. DESCRIPTION: PROGRAMMING. AMOUNT: 2,097. DESCRIPTION: TRAINING. AMOUNT: 1,100. TOTAL TO FORM 990-EZ, LINE 16: 12,471.
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/SignatureDt02025-05-15
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/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN LUCCIOLA
ReturnHeader/ReturnTs02025-05-15T15:20:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,212
Liabilities
$0
Net assets
$25,212
Revenue
$103,181
Expenses
$112,813
Net income
-$9,632
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