Civic Intelligence

William Stephanie Foundation

EIN 86-2710297 • 501(c)3 • Murrieta, CA

Profile

William & stephanie foundation was established to assist underserved communities of all ethnicities

40780 Calle Compina NuevoMurrieta, CA 92562

williamstephaniefoundation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

100th percentile

21862300%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$218,624

Up $218,624 from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$218,624

Up $218,624 from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$93,972

Up $93,972 from 2023

Expenses

Up

$72,117

Up $72,117 from 2023

Net Income

Up

$21,855

Up $21,855 from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$300K$200K$100K$0Assets 2021: $27,367Liabilities 2021: $0Net Assets 2021: $27,3672021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $27,3672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $218,624Net Assets 2024: $218,6242024

Highlighted filing

2024

Assets$218,624
Liabilities-
Net Assets$218,624
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2021: $28,002Expenses 2021: $635Net Income 2021: $27,3672021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $93,972Expenses 2024: $72,117Net Income 2024: $21,8552024

Highlighted filing

2024

Revenue$93,972
Expenses$72,117
Net Income$21,855
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$218,624
Liabilities
-
Net assets
$218,624
Revenue
$93,972
Expenses
$72,117
Net income
$21,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.94$0.72$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.27$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.28$0.01$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$93,972
Mission and Program Overview

Mission

William & stephanie foundation was established to assist underserved communities of all ethnicities

Program Services

DescriptionGrantsExpenses
Free 1-on-1 Business Consultation Program-$72,118
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SIEUPresident & CEO-$0--
LING SIEUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
William Stephanie Foundation
EIN
86-2710297
Phone
6267578597
Address
40780 Calle Compina Nuevo, Murrieta, CA 92562

Signing Officer

Name
Daniel Sieu
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Quezada Wong & Associates Inc
Address
2135 HUNTINGTON DR STE 101, SAN MARINO, CA 91108
Preparer
Hor Kay Ada Wong CPA
Phone
6262864800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $937”

Other Expenses.1003

“Information Technology $120”

Other Expenses.1

“EVENT EXPENSES $66669”

Other Expenses.2

“LICENSES AND FEES $1692”

Other Expenses.3

“OUTSIDE SERVICE $950”

Other Expenses.4

“Marketing and outreach $610”

Other Expenses.5

“Bank service charges $466”

Other Expenses.6

“Repair & maintenance $351”

Other Expenses.7

“TELEPHONE EXPENSES $162”

Other Expenses.8

“Payroll processing fees $160”

Other Assets.1005

“Accounts Receivable - Beginning $182845 Accounts Receivable - Ending $216080”

Raw XML Appendix143 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/PersonNm0DAN SIEU
IRS990EZ/BooksInCareOfDetail/PhoneNum06267578597
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040780 Calle Compina Nuevo
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013924
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt093972
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021855
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196769
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0218624
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt093972
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0218624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196769
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0218624
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL SIEU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LING SIEU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0182845
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0216080
IRS990EZ/OtherExpensesTotalAmt072117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WILLIAM & STEPHANIE FOUNDATION WAS ESTABLISHED TO ASSIST UNDERSERVED COMMUNITIES OF ALL ETHNICITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Free 1-on-1 Business Consultation Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072118
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072117
IRS990EZ/TotalProgramServiceExpensesAmt072118
IRS990EZ/TotalRevenueAmt093972
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://williamstephaniefoundation.org/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0197122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0405060
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0405060
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085964
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0197122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028002
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0405060
IRS990ScheduleA/TotalSupportAmt0405060
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES $66669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES AND FEES $1692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICE $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKETING AND OUTREACH $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE CHARGES $466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REPAIR & MAINTENANCE $351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE EXPENSES $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL PROCESSING FEES $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $182845 Accounts Receivable - Ending $216080
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL SIEU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William Stephanie Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0862710297
ReturnHeader/Filer/PhoneNum06267578597
ReturnHeader/Filer/USAddress/AddressLine1Txt040780 Calle Compina Nuevo
ReturnHeader/Filer/USAddress/CityNm0Murrieta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274552627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QUEZADA WONG & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02135 HUNTINGTON DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091108
ReturnHeader/PreparerPersonGrp/PhoneNum06262864800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hor Kay Ada Wong CPA
ReturnHeader/ReturnTs02025-11-17T22:14:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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