Civic Intelligence

Step Miami Branch Inc

990EZ • Fiscal year 2015 • EIN 04-3606164

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 21, 2016

2320 Ponce DE Leon BlvdCoral Gables, FL 33134

(305) 510-7948

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

20%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

81%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$45,900

Up $6,905 (+18%) from 2014

Net Assets

Up

$45,900

Up $6,905 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$34,680

Up $15,490 (+81%) from 2014

Expenses

Up

$27,775

Up $4,540 (+20%) from 2014

Net Income

Up

$6,905

Up $10,950 (+271%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$45,900
Liabilities$0
Net Assets$45,900

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$34,680
Expenses$27,775
Net Income$6,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 21, 2016
Return Version
2015v2.1
Gross Receipts
$140,157
Mission and Program Overview

Mission

The step miami branch provides members with a local, national and international learning and buisness 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 members' training and representation.

Program Services

DescriptionGrantsExpenses
ANNUAL TAX AND ESTATE CONFERENCE ON MAY 30TH, 2015 WITH 194 PARTICIPANTS.-$67,319
MONTHLY LUNCH CONFERENCES WITH VARIOUS SPEAKERS ON TAX, TRUST AND ESTATE SUBJECTS. AVERAGE OF MEMBER PARTICIPANTS WERE 835.-$38,158
PROGRAM SERVICE ACCOMPLISHMENTS: 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. MEMBERS RECEIVE THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER, WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. EACH YEAR, THERE ARE CONFERENCES, SEMINARS AND LECTURES GIVING THE MEMBERS CONTINUING EDUCATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAL J WEBBPresident, D-$0--
MIGUEL FARRATreasurer-$0--
CINTIA JASMINOYSecretary, D-$0--
JOSEPH KELLOGGDirector-$0--
ERIKA LITVAKDirector-$0--
JUAN M GONZALEZDirector-$0--
ANTONY PEREADirector-$0--
HELMER ARIZMENDYDirector-$0--
CECILIA HASSANDirector-$0--
ENESTO MAIRHOFERDirector-$0--
CARLOS SOTO-RAYNALDirector-$0--
PATRICIA CARRALDirector-$0--
KEVIN NEALDirector-$0--
NICOLAS TAVORMINADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Conferen$112,895$40,395$20,188$20,207
Monthly Luncheo$27,262$11,762-$11,762
Total Events$140,157$52,157$105,477$-53,320
Filing and Contact Details

Filer

Filer Name
Step Miami Branch Inc
EIN
04-3606164
Phone
3055107948
Address
2320 PONCE DE LEON BLVD, CORAL GABLES, FL 33134

Signing Officer

Name
Erika Litvak
Title
Director
Signed
2016-07-21

Preparer

Firm
HERNANDEZ & COMPANY PA CPA'S
Address
2320 PONCE DE LEON BLVD, CORAL GABLES, FL 33134
Preparer
Eduardo Carrillo CPA
Phone
3054448800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses automobile expenses 209 travel expenses 1,688 miscellaneous 4,268 bank charge fee 12 total 6,177

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 30

Program service accomplishments: 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. Members receive the wealth structuring news digest, an email newsletter, which provides links to major news and updates for international and domestic tax in the trust and estate area. Each year, there are conferences, seminars and lectures giving the members continuing education.

Raw XML Appendix167 raw XML fields

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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROGRAM SERVICE ACCOMPLISHMENTS: 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. MEMBERS RECEIVE THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER, WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. EACH YEAR, THERE ARE CONFERENCES, SEMINARS AND LECTURES GIVING THE MEMBERS CONTINUING EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AUTOMOBILE EXPENSES 209 TRAVEL EXPENSES 1,688 MISCELLANEOUS 4,268 BANK CHARGE FEE 12 TOTAL 6,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY EXEMPT PURPOSE - TO SUPPORT MEMBERS' EDUCATION AND TO RAISE MONEY FOR MEMBERS' TRAINING AND REPRESENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICE ACCOMPLISHMENTS: 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. MEMBERS RECEIVE THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER, WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. EACH YEAR, THERE ARE CONFERENCES, SEMINARS AND LECTURES GIVING THE MEMBERS CONTINUING EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 30
TransferPrsnlBnftContractsDecl/DeclarationDesc0INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA LITVAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP MIAMI BRANCH INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0043606164
ReturnHeader/Filer/PhoneNum03055107948
ReturnHeader/Filer/USAddress/AddressLine1Txt02320 PONCE DE LEON BLVD
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERNANDEZ & COMPANY PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02320 PONCE DE LEON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03054448800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDUARDO CARRILLO CPA
ReturnHeader/ReturnTs02016-08-11T08:35:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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