Civic Intelligence

Step Miami Branch Inc

990 • Fiscal year 2019 • EIN 04-3606164

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 11, 2020

Organization ProfileWWW.STEP.ORG/BRANCHES/STEP-MIAMI
1111 Brickell Avenue No 1700Miami, FL 33131

(305) 799-8715

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.64x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.07x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

88th percentile

23%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

96th percentile

71%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

40%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$542,408

Up $225,994 (+71%) from 2018

Net Assets

Up

$194,701

Up $73,980 (+61%) from 2018

Liabilities

Up

$347,707

Up $152,014 (+78%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin88th percentile

Revenue

Up

$325,352

Up $93,774 (+40%) from 2018

Expenses

Up

$251,372

Up $68,706 (+38%) from 2018

Net Income

Up

$73,980

Up $25,068 (+51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2019

Assets$542,408
Liabilities$347,707
Net Assets$194,701
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

2019

Revenue$325,352
Expenses$251,372
Net Income$73,980
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Gross Receipts
$325,352
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 member training and representation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$200,889$273,792▲ $72,903
Accounts Receivable$81,973$210,330▲ $128,357
Prepaid Expenses and Deferred Charges$33,552$58,286▲ $24,734
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$316,414$542,408▲ $225,994
Liabilities
Deferred Revenue$178,370$347,707▲ $169,337
Accounts Payable and Accrued Expenses$17,323$0▼ $17,323
Total Liabilities$195,693$347,707▲ $152,014
Net Assets / Fund Balance
Total Net Assets Fund Balance$120,721$194,701▲ $73,980
Total Liabilities and Net Assets / Fund Balance$316,414$542,408▲ $225,994
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Juan M GonzalezBranch Chair
Cecilia B HassanBranch Vice Chair
Patricia CarralBranch Secretary
Diego Y PolenghiCommittee Member
Julio RodriguezCommittee Member
Madelayne CorderoCommittee Member
Jennifer WioncekEvents Officer
John HarrisEvents Officer
Rahul RanadiveEvents Officer
Fabio ConcesiMembership Officer
Carlos Soto-raynalMentoring Program Officer
Cintia JasminoyStudent Liaison Officer
Kevin NealTechnical Officer
Arthur J DichterTreasurer
Maria M ToledoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$325,352
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$73,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,924
Salaries, Compensation, and Employee Benefits$35,448
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$185,988--$185,988
Other Salaries and Wages$32,390--$32,390
Fees for Services Legal$9,300--$9,300
Fees for Services Accounting$8,250--$8,250
Payroll Taxes$3,058--$3,058
Office Expenses$1,163--$1,163
Insurance$991--$991
Other Expenses$606--$606
All Other Expenses$580--$580
Travel$285--$285
Interest$5--$5
Total Functional Expenses$251,372$0$0$251,372
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
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 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 is reviewed by the board and discussed with the preparer of the return. Changes are then made if necessary.”

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

“Board meetings are held regularly throughout the year. Transparency is addrssed and 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
1111 BRICKELL AVENUE NO 1700, MIAMI, FL 33131

Signing Officer

Name
Arthur J Dichter
Title
Branch Treasurer
Phone
3057998715
Signed
2020-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecilia B Hassan
Formed
2000
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
20

Preparer

Firm
Lei Kong CPA Pa
Address
9100 S DADELAND BLVD 1500, MIAMI, FL 33156
Preparer
Lei Kong
Phone
7863858245
Raw XML Appendix387 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017323
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt081973
IRS990/AccountsReceivableGrp/EOYAmt0210330
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PRIMARY EXEMPT PURPOSE - TO SUPPORT MEMBERS EDUCATION AND TO RAISE MONEY FOR MEMBER TRAINING AND REPRESENTATION.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0580
IRS990/AllOtherExpensesGrp/TotalAmt0580
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0MARIA TOLEDO CPA
IRS990/BooksInCareOfDetail/PhoneNum03058605134
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02699 S BAYSHORE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033133
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0200889
IRS990/CashNonInterestBearingGrp/EOYAmt0273792
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0185988
IRS990/ConferencesMeetingsGrp/TotalAmt0185988
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0215924
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0325352
IRS990/CYRevenuesLessExpensesAmt073980
IRS990/CYSalariesCompEmpBnftPaidAmt035448
IRS990/CYTotalExpensesAmt0251372
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0325352
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0178370
IRS990/DeferredRevenueGrp/EOYAmt0347707
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MEMBERS RECEIVED 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. DURING THE FISCAL YEAR ENDING MARCH 31, 2019, THE BRANCH HELD 8 LUNCHEONS WITH AVERAGE ATTENDANCE OF 45 MEMBERS, 20 NON-MEMBERS AND 2 STUDENTS. THE BRANCH ALSO HELD AN ANNUAL CONFERENCE WITH OVER 350 ATTENDANCES, INCLUDING MEMBERS, NON-MEMBERS AND STUDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0251372
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08250
IRS990/FeesForServicesAccountingGrp/TotalAmt08250
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09300
IRS990/FeesForServicesLegalGrp/TotalAmt09300
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER WIONCEK
IRS990/Form990PartVIISectionAGrp/PersonNm1CINTIA JASMINOY
IRS990/Form990PartVIISectionAGrp/PersonNm2RAHUL RANADIVE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4JUAN M GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5ARTHUR J DICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm6CECILIA B HASSAN
IRS990/Form990PartVIISectionAGrp/PersonNm7FABIO CONCESI
IRS990/Form990PartVIISectionAGrp/PersonNm8CARLOS SOTO-RAYNAL
IRS990/Form990PartVIISectionAGrp/PersonNm9PATRICIA CARRAL
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm11MARIA M TOLEDO
IRS990/Form990PartVIISectionAGrp/PersonNm12DIEGO Y POLENGHI
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIO RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm14MADELAYNE CORDERO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0EVENTS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1STUDENT LIAISON OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EVENTS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EVENTS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BRANCH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BRANCH VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBERSHIP OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MENTORING PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BRANCH SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TECHNICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0325352
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0991
IRS990/InsuranceGrp/TotalAmt0991
IRS990/InterestGrp/ProgramServicesAmt05
IRS990/InterestGrp/TotalAmt05
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0120721
IRS990/NetAssetsOrFundBalancesEOYAmt0194701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01163
IRS990/OfficeExpensesGrp/TotalAmt01163
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STEP USA CONTRIBUTION
IRS990/OtherExpensesGrp/Desc1BANK & PAYPAL CHARGES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PENALTY
IRS990/OtherExpensesGrp/ProgramServicesAmt05254
IRS990/OtherExpensesGrp/ProgramServicesAmt12173
IRS990/OtherExpensesGrp/ProgramServicesAmt21329
IRS990/OtherExpensesGrp/ProgramServicesAmt3606
IRS990/OtherExpensesGrp/TotalAmt05254
IRS990/OtherExpensesGrp/TotalAmt12173
IRS990/OtherExpensesGrp/TotalAmt21329
IRS990/OtherExpensesGrp/TotalAmt3606
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032390
IRS990/OtherSalariesAndWagesGrp/TotalAmt032390
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03058
IRS990/PayrollTaxesGrp/TotalAmt03058
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033552
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058286
IRS990/PrincipalOfficerNm0CECILIA B HASSAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0200993
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1124359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124359
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0147394
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0231578
IRS990/PYRevenuesLessExpensesAmt048912
IRS990/PYSalariesCompEmpBnftPaidAmt035272
IRS990/PYTotalExpensesAmt0182666
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0231578
IRS990/ReconcilationRevenueExpnssAmt073980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0325352
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAY ELECT OR APPOINT NEW MEMBERS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN IS REVIEWED BY THE BOARD AND DISCUSSED WITH THE PREPARER OF THE RETURN. CHANGES ARE THEN MADE IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETINGS ARE HELD REGULARLY THROUGHOUT THE YEAR. TRANSPARENCY IS ADDRSSED AND MAINTAINED IN SEVERAL WAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0316414
IRS990/TotalAssetsEOYAmt0542408
IRS990/TotalAssetsGrp/BOYAmt0316414
IRS990/TotalAssetsGrp/EOYAmt0542408
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0251372
IRS990/TotalFunctionalExpensesGrp/TotalAmt0251372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0195693
IRS990/TotalLiabilitiesEOYAmt0347707
IRS990/TotalLiabilitiesGrp/BOYAmt0195693
IRS990/TotalLiabilitiesGrp/EOYAmt0347707
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120721
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194701
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0251372
IRS990/TotalProgramServiceRevenueAmt0325352
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0325352
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325352
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0316414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0542408
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0285
IRS990/TravelGrp/TotalAmt0285
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 BRICKELL AVENUE NO 1700
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033131
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.STEP.ORG/BRANCHES/STEP-MIAMI
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR J DICHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BRANCH TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057998715
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP MIAMI BRANCH INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0043606164
ReturnHeader/Filer/PhoneNum03057998715
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 BRICKELL AVENUE NO 1700
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt054.39.186.198
ReturnHeader/FilingSecurityInformation/IPDt02020-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm005:08:10
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/ReturnTs02020-02-11T05:08:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,408
Liabilities
$347,707
Net assets
$194,701
Revenue
$325,352
Expenses
$251,372
Net income
$73,980
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