Steward Group INC EIN 95-2558371 Form 990 (PDF) Claim this org

Steward Group INC

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Supports charitable, religious, educational, and scientific causes through funding and direct activities. For fiscal year 2025 it reported $1.0M in revenue, $436K in expenses, and $573K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Laguna Hills, CA
Filings
5 on file (2021–2025)
Revenue
$1.0MFY2025
Expenses
$436K
Net assets
$573K
People
1
Filings
5
Updates
0
More identity details & actions ⌄
EIN  95-2558371 Public charity (501(c)(3)) Laguna Hills, CA
Form 990 (PDF)
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Size
$1–10M
What they do
Supports charitable, religious, educational, and scientific causes through funding and direct activities.
Leadership
David V Melilli · Trustee
Money in and out
$1.0M revenue, $436K expenses
Bottom line
100% program efficiency
Where the money goes · FY2025
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$436K
Pt IX · Ln 25
Net assets
$573K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $565K
Where spending went · Part IX cols B–D
Program services $1.00
Program efficiency
100%
of spending reaches programs
Operating runway
15.8mo
months of highly liquid reserves at operating expense rate▼ -27% vs prior filing year
Surplus margin
+56%
revenue over expenses, this year▲ +137% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$1.0M
FY2025▲ ×580
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$436K
Pt IX · Ln 25
Net assets
$573K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$565K
Total assetsPt X · Ln 16$573K
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 31
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSteward Group INC
EINHdr · item D95-2558371
Principal addressHdr · item CLaguna Hills, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFDec 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a1
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $436K of program spending, described in the organization's own filed words · FY2024.
01

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…

$436Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants100%$997K
Investment income$4K
Total revenueLn 12$1.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$436K
Total functional expensesLn 25$436K

Balance Sheet

Part X · end of year
CashLn 1$48K
Total assetsLn 16$573K
Total liabilitiesLn 26$0
Total net assetsLn 32$573K
Months of cash on handcomputed1.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $573K · Operating expenses/yr $436K
15.8 months
Where the money goes
Program services
Program services $436K · Total expenses $436K
100%
Management & General
Management & general $0 · Total expenses $436K
0%
Fundraising
Fundraising $0 · Total expenses $436K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $997K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $997K · Total revenue $1.0M
100%
Government reliance
Government grants — · Total revenue $1.0M
Earned-income share
Program service revenue $0 · Total revenue $1.0M
0%
Investment reliance
Investment income $4K · Total revenue $1.0M
+0.4%
Program self-sufficiency
Program service revenue $0 · Total expenses $436K
0%
Growth & trend
Revenue growth (YoY)
This year $1.0M · Prior year $2K
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $573K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.0M · Expenses $436K
+56%
Liabilities-to-Assets
Total liabilities — · Total assets $573K
Net-asset ratio
Net assets $573K · Total assets $573K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $525K · Total assets (Pt X, ln 16) $573K
92%
People & payroll
Highest Reported Total Compensation
Individual David V Melilli · Reported title Trustee · Highest reported compensation $0 · Total expenses $436K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $436K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 100%
Overhead ratio 0%
Fundraising cost ratio 0%
Revenue growth ×580
Investment management fee ratio 0.3%
Legal fee ratio 0%
Accounting fee ratio 0.3%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 7 grants · $420K · 2024–2024
Regent UniversityVA · FY2024$100,000
Concordia University IrvineCA · FY2024$100,000
Pacific SymphonyCA · FY2024$50,000
Pacific ChoraleCA · FY2024$50,000
Museum of the Bible INCOK · FY2024$50,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.0M revenue · viewing · ⤓ 990 PDF
FY2024$2K revenue · ⤓ 990 PDF
FY2023$2K revenue · ⤓ 990 PDF
FY2022$3K revenue · ⤓ 990 PDF
FY2021$2K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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