Civic Intelligence

Steward Group Inc Co D Melilli

990EZ • Fiscal year 2016 • EIN 95-2558371

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 12, 2017

23010 Lake Forest DriveLaguna Hills, CA 92653

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$10,294

Down $1,503 (-13%) from 2015

Net Assets

Down

$10,294

Down $1,503 (-13%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$4,317

Down $30,914 (-88%) from 2015

Expenses

Down

$5,820

Down $28,890 (-83%) from 2015

Net Income

Down

-$1,503

Down $2,024 (-388%) from 2015

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

2016

Assets$10,294
Liabilities-
Net Assets$10,294

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

2016

Revenue$4,317
Expenses$5,820
Net Income-$1,503
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$4,317
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$820$5,000
Scholarships to students--
Compensation and Service Providers

Employees

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

Filer

Filer Name
Steward Group Inc
EIN
95-2558371
Phone
9495864750
Address
23010 Lake Forest Drive, Laguna Hills, CA 92653

Signing Officer

Name
David V Melilli
Title
Trustee
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Smith Linden & Basso LLP
Address
5120 Birch Street Suite 200, Newport Beach, CA 92660
Preparer
Allen Basso
Phone
9497520660
Raw XML Appendix124 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/AddressLine1Txt023010 Lake Forest Drive Ste E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04055
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1503
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0820
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011797
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt04317
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0262
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011797
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010294
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011797
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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/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/GrantsAndAllocationsAmt0820
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05820
IRS990EZ/TotalProgramServiceExpensesAmt0820
IRS990EZ/TotalRevenueAmt04317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0none
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010555
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0301
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt010555
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06500
IRS990ScheduleA/Total509Grp/TotalAmt010555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06801
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010856
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David V Melilli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEWARD GROUP INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co D Melilli
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0952558371
ReturnHeader/Filer/PhoneNum09495864750
ReturnHeader/Filer/USAddress/AddressLine1Txt023010 Lake Forest Drive
ReturnHeader/Filer/USAddress/CityNm0Laguna Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Linden & Basso LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05120 Birch Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497520660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen Basso
ReturnHeader/ReturnTs02017-01-12T13:47:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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