Step Forward Initiative
Nonprofit profile at a glance
- EIN
- 453811394
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Palo Alto, CA, USA
- Phone
- 6507763271
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health Support Services
Reported finances
- Revenue
- $41,049
- Expenses
- $37,053
- Assets
- $15,060
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- RON HAAK (President)
People named in this filing
- RON HAAK (President)
- LINDA FENNEY (Director)
- JANAK KOIRALA (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To address unmet medical and social needs in underserved areas of the world
What it reported doing in 2024
In late-December, 2024, SFI initiated a new program in partnership with Dr. Kunchok Dorjee of Johns Hopkins University and the Diluv Hutugthu Foundation (DHF), founded by Telo Rinpoche and based in Ulaanbaatar with the ultimate goal to stop the spread of TB in kids in Mongolia. The two-year pilot project will screen 2000 students residing in dormitories and monasteries in Ulaanbaatar and Zavkhan, a western province in Mongolia. Students will be screened for active and latent TB infection using an integrated algorithm consisting of symptom screening, clinical examination, tuberculin skin testing (TST), digital x-ray with artificial intelligence (AI) and molecular diagnostics. Study participants will also be tested for Hepatitis B and, if needed, will be provided with vaccinations. In addition, DHF will conduct programs to generate awareness in the communities about latent TB infection and TB prevention.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 83
- Transparency & Controls: 82
- Sustainability: 43
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.4%; rating input score 80
- Program expense ratio: 89.1%; rating input score 89
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.7%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 0.41; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -2.3% per year; rating input score 0; 42nd percentile among comparable filings
- Revenue growth: -8.3% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: -10.1% per year; rating input score 0; 17th percentile among comparable filings
Details
- Where the money goes: 80.4% of revenue deployed · 89.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $33K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.