Civic Intelligence

William Stephanie Foundation

990EZ • Fiscal year 2024 • EIN 86-2710297

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profilewilliamstephaniefoundation.org
40780 Calle Compina NuevoMurrieta, CA 92562

(626) 757-8597

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

100th percentile

21862300%

Faster asset growth than 100% of similar nonprofits.

2024 filings • 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

Net Assets

Up

$218,624

Up $218,624 from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
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

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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 across loaded years, with this 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
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 Pay79th 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

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
$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