Civic Intelligence

Steward Group Inc Co D Melilli

990EZ • Fiscal year 2024 • EIN 95-2558371

Dec 01, 2023 to Nov 30, 2024 • Filed on Jan 21, 2025

23010 Lake Forest Drive ELaguna 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

4th percentile

-153%

Higher net margin than 4% 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

21st percentile

-25%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Down

$7,876

Down $2,642 (-25%) from 2023

Net Assets

Down

$7,876

Down $2,642 (-25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,724

Down $483 (-22%) from 2023

Expenses

Up

$4,366

Up $1,978 (+83%) from 2023

Net Income

Down

-$2,642

Down $2,461 (-1360%) from 2023

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

2024

Assets$7,876
Liabilities-
Net Assets$7,876

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

2024

Revenue$1,724
Expenses$4,366
Net Income-$2,642
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Gross Receipts
$1,724
Mission and Program Overview

Mission

Engage in charitible, religious, education and scientific activitie

Program Services

DescriptionGrantsExpenses
THE ARTICLES OF INCORPORATION PROVIDE THE SPECIFIC AND PRIMARY NON PROFIT PURPOSE TO ENGAGE EXCLUSIVELY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCENTIFIC 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 THEREFORM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3--
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 E, LAGUNA HILLS, CA 92653

Signing Officer

Name
David V Melilli
Title
Trustee
Signed
2025-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Kartchner & Associates CPAs
Address
28202 Cabot Road Suite 520, Laguna Niguel, CA 92677
Preparer
Gary Kartchner CPA
Phone
9493477797
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $998

Other Expenses.1

Supply $1243

Form 990 Ez, Part III, Primary Exempt Purpose

The article of incorporation provide the specific and primary nonprofit purposes to engage axclusively in charitable, religous, educational, and scentific 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 thereform 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).

FORM 990 EZ, PARTV, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:

The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix150 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID V MELILLI
IRS990EZ/BooksInCareOfDetail/PhoneNum09465864750
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023010 LAKE FOREST DRIVE NO E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010518
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01500
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02241
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENGAGE IN CHARITIBLE, RELIGIOUS, EDUCATION AND SCIENTIFIC ACTIVITIE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ARTICLES OF INCORPORATION PROVIDE THE SPECIFIC AND PRIMARY NON PROFIT PURPOSE TO ENGAGE EXCLUSIVELY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCENTIFIC 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 THEREFORM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04366
IRS990EZ/TotalRevenueAmt01724
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010200
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0204
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01032
IRS990ScheduleA/InvestmentIncomeCYPct00.09190
IRS990ScheduleA/InvestmentIncomePYPct00.08450
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90810
IRS990ScheduleA/PublicSupportPY509Pct00.91540
IRS990ScheduleA/PublicSupportTotal509Amt010200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01600
IRS990ScheduleA/Total509Grp/TotalAmt010200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01817
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supply $1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ARTICLE OF INCORPORATION PROVIDE THE SPECIFIC AND PRIMARY NONPROFIT PURPOSES TO ENGAGE AXCLUSIVELY IN CHARITABLE, RELIGOUS, EDUCATIONAL, AND SCENTIFIC 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 THEREFORM 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).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 EZ, PART III, PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 EZ, PARTV, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID V MELILLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-21
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 E
ReturnHeader/Filer/USAddress/CityNm0LAGUNA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330764412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kartchner & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028202 Cabot Road Suite 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Niguel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09493477797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Kartchner CPA
ReturnHeader/ReturnTs02025-01-22T15:47:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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