Nonprofit · EIN 46-1234427
STEP FORWARD COMMUNITIES INC
Tax-exempt · SAN CLEMENTE, CA 92673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,313,758 | $1,888,753 | $2,425,005 | $6,643,492 | $1,739,407 | $4,904,085 |
| December 31, 2023 | 990 | $365,424 | $226,571 | $138,853 | $2,481,076 | $71,490 | $2,409,586 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,257,488
- Investment income
- $58,711
- Other revenue
- -$2,441
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,275
- Salaries, compensation and benefits (total)
- $131,179
- Professional fundraising fees
- $0
- Accounting fees
- $6,683
- Travel
- $4,883
- Program services (functional)
- $1,502,736
- Management and general (functional)
- $386,017
Balance sheet and other
- Total assets, start of year
- $2,481,076
- Total assets, end of year
- $6,643,492
- Total liabilities, end of year
- $1,739,407
- Net assets, end of year
- $4,904,085
- Net assets without donor restrictions
- $4,904,085
- Gross receipts
- $4,313,758
- Employees
- 1
- Volunteers
- 3
- Year formed
- 2012
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUANE HENRY | PRESIDENT Trustee or director, Officer | 40 | $121,275 |
| NORMA CHOZA-SANCHEZ | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| JOHN MCCLENDON | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUANE HENRY | PRESIDENT Trustee or director, Officer | 40 | $133,403 |
| NORMA CHOZA-SANCHEZ | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| JOHN MCCLENDON | BOARD MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 638 CAMINO DE LOS MARES STE H1, SAN CLEMENTE, CA 92673-2848
- Principal officer (990 for 2024)
- DUANE HENRY, 638 CAMINO DE LOS MARES H130-467, SAN CLEMENTE, CA 92673
- Signed the 990
- DUANE HENRY, PRESIDENT
- Phone
- (850) 748-2360
- Website
- STEPFORWARDCOMMUNITIES.COM
- Return prepared by
- BOWMAN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1234427 or by the name STEP FORWARD COMMUNITIES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TRANSFORMING RESIDENTS' LIVES BY PARTNERING WITH ETHICAL, HIGH QUALITY, AND MOTIVATED COMPANIES TO SERVE COMMUNITIES WHICH NEED AFFORDABLE HOUSING AND SOCIAL SERVICES FOR LOW-INCOME FAMILIES, SENIORS, AND VETERANS.
Program accomplishments
- THE ORGANIZATION IS A PARTNER IN 11 PARTNERSHIPS. EACH OF THESE PARTNERSHIPS DEVELOP LOW-INCOME HOUSING PROJECTS AND COORDINATE SOCIAL PROGRAMS AT THE PROJECTS.Expenses $1,502,736 · revenue $4,255,047
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1234427
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $6,643,492
- Income (IRS master file)
- $4,313,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,313,758 | $1,888,753 | $6,643,492 | XML |
| 990 | December 2023 | $365,424 | $226,571 | $2,481,076 | XML |
| 990 | December 2022 | $164,324 | $237,305 | $2,295,402 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1234427).
Questions about STEP FORWARD COMMUNITIES INC
- What is the EIN of STEP FORWARD COMMUNITIES INC?
- The employer identification number (EIN) of STEP FORWARD COMMUNITIES INC is 46-1234427.
- Is STEP FORWARD COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to STEP FORWARD COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEP FORWARD COMMUNITIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STEP FORWARD COMMUNITIES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEP FORWARD COMMUNITIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STEP FORWARD COMMUNITIES INC?
- The 990 for the year ended December 31, 2024 names DUANE HENRY.
- Who are the officers and directors of STEP FORWARD COMMUNITIES INC?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $121,275 (DUANE HENRY, PRESIDENT).
- How much revenue does STEP FORWARD COMMUNITIES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,313,758, expenses of $1,888,753 and total assets of $6,643,492 at year end.
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All nonprofits in SAN CLEMENTE · California · Housing and shelter