Civic Intelligence

Steward Group Inc Co D Melilli

990EZ • Fiscal year 2014 • EIN 95-2558371

Dec 01, 2013 to Nov 30, 2014 • Filed on Jan 09, 2015

23010 Lake Forest Drive92653

(949) 586-4750

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$11,276

Up $1,083 (+11%) from 2013

Net Assets

$11,276

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$10,503

Up $3,615 (+52%) from 2013

Expenses

Up

$9,420

Up $2,810 (+43%) from 2013

Net Income

Up

$1,083

Up $805 (+290%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $10,736Liabilities 2011: $02011Assets 2012: $9,915Net Assets 2012: $9,9152012Assets 2013: $10,193Liabilities 2013: $02013Assets 2014: $11,276Net Assets 2014: $11,2762014Assets 2015: $11,797Net Assets 2015: $11,7972015Assets 2016: $10,294Net Assets 2016: $10,2942016Assets 2017: $11,442Net Assets 2017: $11,4422017Assets 2018: $11,195Net Assets 2018: $11,1952018Assets 2019: $12,680Net Assets 2019: $12,6802019Assets 2020: $12,143Liabilities 2020: $02020Assets 2021: $10,548Liabilities 2021: $0Net Assets 2021: $10,5482021Assets 2022: $10,699Liabilities 2022: $0Net Assets 2022: $10,6992022Assets 2023: $10,518Liabilities 2023: $0Net Assets 2023: $10,5182023Assets 2024: $7,876Net Assets 2024: $7,8762024Assets 2025: $572,502Liabilities 2025: $0Net Assets 2025: $572,5022025

Highlighted filing

2014

Assets$11,276
Liabilities-
Net Assets$11,276

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $33,376Expenses 2011: $33,789Net Income 2011: -$4132011Revenue 2012: $6,801Expenses 2012: $7,622Net Income 2012: -$8212012Revenue 2013: $6,888Expenses 2013: $6,610Net Income 2013: $2782013Revenue 2014: $10,503Expenses 2014: $9,420Net Income 2014: $1,0832014Revenue 2015: $35,231Expenses 2015: $34,710Net Income 2015: $5212015Revenue 2016: $4,317Expenses 2016: $5,820Net Income 2016: -$1,5032016Revenue 2017: $5,048Expenses 2017: $3,900Net Income 2017: $1,1482017Revenue 2018: $18,544Expenses 2018: $18,791Net Income 2018: -$2472018Revenue 2019: $2,837Expenses 2019: $1,352Net Income 2019: $1,4852019Revenue 2020: $1,817Expenses 2020: $2,354Net Income 2020: -$5372020Revenue 2021: $2,280Expenses 2021: $3,875Net Income 2021: -$1,5952021Revenue 2022: $3,204Expenses 2022: $3,053Net Income 2022: $1512022Revenue 2023: $2,207Expenses 2023: $2,388Net Income 2023: -$1812023Revenue 2024: $1,724Expenses 2024: $4,366Net Income 2024: -$2,6422024Revenue 2025: $1,000,756Expenses 2025: $436,130Net Income 2025: $564,6262025

Highlighted filing

2014

Revenue$10,503
Expenses$9,420
Net Income$1,083
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jan 9, 2015
Return Version
2013v4.0
Gross Receipts
$10,503
Mission and Program Overview

Mission

Engage in charitible, religious, education and scientific activitie

The Articles of Incorporation provide the specific and primary nonprofit purposes to engage exclusively in charitable, religious, educational, and scientific activities, and to receive and maintain a fund or funds of real or personal property, or both, and, subject to the restrictions and limitations hereinafter set forth, to use and apply the whole or any part of the income therefrom and the principal thereof exclusively for charitable, religious, educational, and scientific purposes, either directly or by contributions to organizations that qualify as exempt organizations under section 501(c)3.

Program Services

DescriptionGrantsExpenses
Donations to charitable organizations$265$5,600
Scholarships to students$265$3,290
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David V MelilliTrustee-$0--
Filing and Contact Details

Filer

EIN
95-2558371
Phone
9495864750

Signing Officer

Name
David V Melilli
Title
Trustee
Signed
2015-01-09
Discuss with paid preparer
Yes

Preparer

Preparer
Allen Basso
Phone
9497520660
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

Class of Activity: ADOPTION SERVICES | Donee's Name: HOPE INTL /SUNNY RIDGE FAMILY CENTER | Donee's Address: 5944 LUTHER LANE DALLAS, TX 75225 | Relationship of Donee: NONE | Cash Amount Given: $5600

Other Expenses.1

BANK CHARGES $30

Raw XML Appendix148 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/PersonNm0David V Melilli
IRS990EZ/BooksInCareOfDetail/PhoneNum09495864750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1023010 Lake Forest Drive Ste E
IRS990EZ/BooksInCareOfDetail/USAddress/City0Laguna Hills
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011276
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01083
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011276
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08890
IRS990EZ/GrossReceiptsAmt010503
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0303
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David V Melilli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Articles of Incorporation provide the specific and primary nonprofit purposes to engage exclusively in charitable, religious, educational, and scientific activities, and to receive and maintain a fund or funds of real or personal property, or both, and, subject to the restrictions and limitations hereinafter set forth, to use and apply the whole or any part of the income therefrom and the principal thereof exclusively for charitable, religious, educational, and scientific purposes, either directly or by contributions to organizations that qualify as exempt organizations under section 501(c)3.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donations to charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0265
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1265
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03290
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09420
IRS990EZ/TotalProgramServiceExpensesAmt0530
IRS990EZ/TotalRevenueAmt010503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0none
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075775
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0353
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01646
IRS990ScheduleA/InvestmentIncomeCYPct00.02130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97870
IRS990ScheduleA/PublicSupportTotal509Amt075775
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019500
IRS990ScheduleA/Total509Grp/TotalAmt075775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: ADOPTION SERVICES | Donee's Name: HOPE INTL /SUNNY RIDGE FAMILY CENTER | Donee's Address: 5944 LUTHER LANE DALLAS, TX 75225 | Relationship of Donee: NONE | Cash Amount Given: $5600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David V Melilli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10STEWARD GROUP INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20co D Melilli
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0952558371
ReturnHeader/Filer/PhoneNum09495864750
ReturnHeader/Filer/USAddress/AddressLine1023010 Lake Forest Drive
ReturnHeader/Filer/USAddress/City0Laguna Hills
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Smith Linden & Basso LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105120 Birch Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497520660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen Basso
ReturnHeader/ReturnTs02015-01-09T14:01:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.00$0.44$0.56
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.04$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.03$0.03$0.00