Nonprofit · EIN 27-4013541
STEPPING FORWARD FOUNDATION
Tax-exempt · BILLINGS, MT 59103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $178,161 | $141,562 | $36,599 | $904,720 | $0 | $904,720 |
| December 31, 2023 | 990-PF | $253,765 | $154,687 | $99,078 | $868,121 | $0 | $868,121 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $150,000
- Dividends
- $12,830
- Interest
- $13,373
- Net gain from sales of assets
- $1,958
Expenses
- Grants and similar amounts paid
- $89,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $134,434
- Excise tax on investment income
- $306
Balance sheet and other
- Total assets, start of year
- $868,121
- Total assets, end of year
- $904,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $904,720
- Fair market value of assets
- $1,151,742
- Qualifying distributions
- $134,434
- Net investment income
- $28,161
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYN A FINDLEY PO BOX 1538, BILLINGS, MT 59103 | PRES/SEC/TREAS | 0 | $0 |
| BENJAMIN C FINDLEY PO BOX 1538, BILLINGS, MT 59103 | DIRECTOR | 0 | $0 |
| LEAH A FINDLEY PO BOX 1538, BILLINGS, MT 59103 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYN A FINDLEY PO BOX 1538, BILLINGS, MT 59103 | PRES/SEC/TREAS | 0 | $0 |
| BENJAMIN C FINDLEY PO BOX 1538, BILLINGS, MT 59103 | DIRECTOR | 0 | $0 |
| LEAH A FINDLEY PO BOX 1538, BILLINGS, MT 59103 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1538, BILLINGS, MT 59103-1538
- In care of
- % LYN A FINDLEY
- Signed the 990-PF
- KRISTIN GREB, FOUNDATION MANAGER
- Phone
- (406) 208-4408
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4013541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $904,720
- Income (IRS master file)
- $863,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $178,161 | $141,562 | $904,720 | IRS |
| 990-PF | December 2023 | $253,765 | $154,687 | $868,121 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-4013541).
Questions about STEPPING FORWARD FOUNDATION
- What is the EIN of STEPPING FORWARD FOUNDATION?
- The employer identification number (EIN) of STEPPING FORWARD FOUNDATION is 27-4013541.
- Is STEPPING FORWARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to STEPPING FORWARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPPING FORWARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPPING FORWARD FOUNDATION 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 STEPPING FORWARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of STEPPING FORWARD FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does STEPPING FORWARD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $178,161, expenses of $141,562 and total assets of $904,720 at year end.
Other nonprofits in BILLINGS
- MONTANA MIGRANT & SEASONAL FARMWORKER COUNCIL INC CETA PROJEC EIN 81-0350430 · last filed 990 for 2024
- UNITED WAY OF YELLOWSTONE COUNTY INC EIN 81-0287507 · last filed 990 for 2025
- DAN AND JEANNE SCOTT FAMILY FOUNDATION EIN 32-0094100 · last filed 990-PF for 2025
- BILLINGS LEADERSHIP FOUNDATION EIN 83-2729073 · last filed 990 for 2025
- BETTER BILLINGS FOUNDATION EIN 34-2026430 · last filed 990 for 2025
- THOMAS W & JOAN D SCOTT FOUNDATION EIN 81-0503776 · last filed 990-PF for 2025
- BIG SKY YOUTH EDUCATION FOUNDATION EIN 02-0756891 · last filed 990 for 2024
- NANCE FAMILY FOUNDATION INC EIN 26-0469189 · last filed 990-PF for 2024
All nonprofits in BILLINGS · Montana · Philanthropy, voluntarism and grantmaking foundations