Civic Intelligence

Step Miami Branch Inc

EIN 04-3606164 • 501(c)6 • Miami, FL

Profile

The step miami branch provides members with a local, national and international learning and business network focusing on the responsible stewardship of assets. Step provides education, training and representation for members.

PO Box 560622Miami, FL 33256-0622

www.step.org/BRANCHES/STEP-MIAMI

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

49th percentile

3.2%

Higher net margin than 49% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$145,870

Up $18,699 (+15%) from 2024

Liabilities

Up

$1,165

Up $1,165 from 2024

Net Assets

Up

$144,705

Up $17,534 (+14%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin49th percentile

Revenue

Up

$554,905

Up $114,150 (+26%) from 2024

Expenses

Up

$537,371

Up $14,491 (+2.8%) from 2024

Net Income

Up

$17,534

Up $99,659 (+121%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $26,036Liabilities 2011: $0Net Assets 2011: $26,0362011Assets 2012: $35,013Liabilities 2012: $0Net Assets 2012: $35,0132012Assets 2013: $43,040Liabilities 2013: $0Net Assets 2013: $43,0402013Assets 2014: $38,995Liabilities 2014: $0Net Assets 2014: $38,9952014Assets 2015: $45,900Liabilities 2015: $0Net Assets 2015: $45,9002015Assets 2016: $45,542Liabilities 2016: $02016Assets 2017: $192,985Liabilities 2017: $121,176Net Assets 2017: $71,8092017Assets 2018: $316,414Liabilities 2018: $195,693Net Assets 2018: $120,7212018Assets 2019: $542,408Liabilities 2019: $347,707Net Assets 2019: $194,7012019Assets 2020: $490,450Liabilities 2020: $224,169Net Assets 2020: $266,2812020Assets 2021: $463,635Liabilities 2021: $242,740Net Assets 2021: $220,8952021Assets 2022: $585,850Liabilities 2022: $441,601Net Assets 2022: $144,2492022Assets 2023: $257,227Liabilities 2023: $47,931Net Assets 2023: $209,2962023Assets 2024: $127,171Liabilities 2024: $0Net Assets 2024: $127,1712024Assets 2025: $145,870Liabilities 2025: $1,165Net Assets 2025: $144,7052025

Highlighted filing

2025

Assets$145,870
Liabilities$1,165
Net Assets$144,705
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $14,013Expenses 2011: $4,977Net Income 2011: $9,0362011Revenue 2012: $12,944Expenses 2012: $3,967Net Income 2012: $8,9772012Revenue 2013: $29,316Expenses 2013: $21,289Net Income 2013: $8,0272013Revenue 2014: $19,190Expenses 2014: $23,235Net Income 2014: -$4,0452014Revenue 2015: $34,680Expenses 2015: $27,775Net Income 2015: $6,9052015Revenue 2016: $5,555Expenses 2016: $5,913Net Income 2016: -$3582016Revenue 2017: $53,133Expenses 2017: $26,866Net Income 2017: $26,2672017Revenue 2018: $231,578Expenses 2018: $182,666Net Income 2018: $48,9122018Revenue 2019: $325,352Expenses 2019: $251,372Net Income 2019: $73,9802019Revenue 2020: $393,217Expenses 2020: $321,637Net Income 2020: $71,5802020Revenue 2021: $28,500Expenses 2021: $73,886Net Income 2021: -$45,3862021Revenue 2022: $37,860Expenses 2022: $114,506Net Income 2022: -$76,6462022Revenue 2023: $498,213Expenses 2023: $433,166Net Income 2023: $65,0472023Revenue 2024: $440,755Expenses 2024: $522,880Net Income 2024: -$82,1252024Revenue 2025: $554,905Expenses 2025: $537,371Net Income 2025: $17,5342025

Highlighted filing

2025

Revenue$554,905
Expenses$537,371
Net Income$17,534
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,870
Liabilities
$1,165
Net assets
$144,705
Revenue
$554,905
Expenses
$537,371
Net income
$17,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.45$5.55$5.37$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$4.41$5.23$0.82
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.48$2.09$4.98$4.33$0.65
2022Detailed filing. Detailed filing data is available for this year.$5.86$4.42$1.44$0.38$1.15$0.77
2021Detailed filing. Detailed filing data is available for this year.$4.64$2.43$2.21$0.29$0.74$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.90$2.24$2.66$3.93$3.22$0.72
2019Detailed filing. Detailed filing data is available for this year.$5.42$3.48$1.95$3.25$2.51$0.74
2018Detailed filing. Detailed filing data is available for this year.$3.16$1.96$1.21$2.32$1.83$0.49
2017Detailed filing. Detailed filing data is available for this year.$1.93$1.21$0.72$0.53$0.27$0.26
2016Summary only. Only limited summary data is available for this year.$0.46$0.00$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.35$0.28$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.19$0.23$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.29$0.21$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.13$0.04$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.14$0.05$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 23, 2025
Return Version
2024v5.2
Gross Receipts
$554,905
Mission and Program Overview

Mission

The step miami branch provides members with a local, national and international learning and business network focusing on the responsible stewardship of assets. Step provides education, training and representation for members.

Primary exempt purpose - to support members education and to raise money for member training and representation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,699$104,846▲ $61,147
Prepaid Expenses and Deferred Charges$78,972$34,024▼ $44,948
Rtn Earn Endowment Incm Other Fnds$14,595$32,129▲ $17,534
Accounts Receivable$4,500$7,000▲ $2,500
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$127,171$145,870▲ $18,699
Liabilities
Other Liabilities$0$1,165▲ $1,165
Total Liabilities$0$1,165▲ $1,165
Net Assets / Fund Balance
Total Net Assets Fund Balance$127,171$144,705▲ $17,534
Total Liabilities and Net Assets / Fund Balance$127,171$145,870▲ $18,699
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Madelayne CorderoBranch Chair
Anabella MurilloBranch Vice-chair
Marian AnchetaBranch Committee Member
Sarah JacobsonBranch Committee Member
Shawn WolfBranch Committee Member
Megan E CamposBranch Treasurer
Maria M ToledoEdi Officer
Arthur J DichterEvents Officer
Oscar GuerraMembership Officer
John-michael LenahanProgram Officer
Patricia CarralSecretary
John HarrisSponsorship Officer
Jennifer WioncekStudent Liaison Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$554,905
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$17,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$425,383--$425,383
Fees for Services Other$83,847--$83,847
Fees for Services Accounting$6,000--$6,000
Other Expenses$1,271--$1,271
Insurance$1,090--$1,090
Office Expenses$769--$769
Total Functional Expenses$537,371$0$0$537,371
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Luncheon Registration$1,165
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board may elect or appoint new members each year.”

Form 990, Part VI, Section B, Line 11B

“A draft of the return was presented to the chair and the treasurer. Changes were then made, if necessary.”

Form 990, Part VI, Section B, Line 12C

“Board meetings are held regularly throughout the year via zoom. Transparency is maintained in several ways.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Step Miami Branch Inc
EIN
04-3606164
Phone
3057998715
Address
PO BOX 560622, MIAMI, FL 33256-0622

Signing Officer

Name
Megan E Campos
Title
Branch Treasurer
Phone
3057998715
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Madelayne Cordero
Formed
2000
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Lei Kong CPA Pa
Address
9100 S DADELAND BLVD 1500, MIAMI, FL 33156
Preparer
Lei Kong
Phone
7863858245
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professioanl fees - outside help: program service expenses 69300. Management and general expenses 0. Fundraising expenses 0. Total expenses 69300. Contract labor: program service expenses 14547. Management and general expenses 0. Fundraising expenses 0. Total expenses 14547.”

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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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IRS990/OtherExpensesGrp/ProgramServicesAmt13250
IRS990/OtherExpensesGrp/ProgramServicesAmt21271
IRS990/OtherExpensesGrp/TotalAmt015761
IRS990/OtherExpensesGrp/TotalAmt13250
IRS990/OtherExpensesGrp/TotalAmt21271
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01165
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034024
IRS990/PrincipalOfficerNm0MADELAYNE CORDERO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0313500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1241405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0313500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1241405
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0522880
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0440755
IRS990/PYRevenuesLessExpensesAmt0-82125
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0522880
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0440755
IRS990/ReconcilationRevenueExpnssAmt017534
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0554905
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014595
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032129
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED LUNCHEON REGISTRATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01165
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAY ELECT OR APPOINT NEW MEMBERS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN WAS PRESENTED TO THE CHAIR AND THE TREASURER. CHANGES WERE THEN MADE, IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETINGS ARE HELD REGULARLY THROUGHOUT THE YEAR VIA ZOOM. TRANSPARENCY IS MAINTAINED IN SEVERAL WAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIOANL FEES - OUTSIDE HELP: PROGRAM SERVICE EXPENSES 69300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69300. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 14547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14547.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0127171
IRS990/TotalAssetsEOYAmt0145870
IRS990/TotalAssetsGrp/BOYAmt0127171
IRS990/TotalAssetsGrp/EOYAmt0145870
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0537371
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537371
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01165
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0127171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144705
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0537371
IRS990/TotalProgramServiceRevenueAmt0554905
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0554905
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0554905
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145870
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 560622
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0332560622
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.STEP.ORG/BRANCHES/STEP-MIAMI
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN E CAMPOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BRANCH TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057998715
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP MIAMI BRANCH INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0043606164
ReturnHeader/Filer/PhoneNum03057998715
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 560622
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0332560622
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830589425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEI KONG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 S DADELAND BLVD 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033156
ReturnHeader/PreparerPersonGrp/PhoneNum07863858245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEI KONG
ReturnHeader/ReturnTs02025-07-06T07:37:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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