Civic Intelligence

Step Miami Branch Inc

990 • Fiscal year 2020 • EIN 04-3606164

Apr 01, 2019 to Mar 31, 2020 • Filed on Jan 21, 2021

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

89th percentile

0.46x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.57x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.6%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

21%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$490,450

Down $51,958 (-9.6%) from 2019

Net Assets

Up

$266,281

Up $71,580 (+37%) from 2019

Liabilities

Down

$224,169

Down $123,538 (-36%) from 2019

Revenue

Up

$393,217

Up $67,865 (+21%) from 2019

Expenses

Up

$321,637

Up $70,265 (+28%) from 2019

Net Income

Down

$71,580

Down $2,400 (-3.2%) from 2019

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

2020

Assets$490,450
Liabilities$224,169
Net Assets$266,281

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

2020

Revenue$393,217
Expenses$321,637
Net Income$71,580
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jan 21, 2021
Return Version
2019v5.1
Gross Receipts
$393,217
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$273,792$406,918▲ $133,126
Rtn Earn Endowment Incm Other Fnds$0$71,580▲ $71,580
Accounts Receivable$210,330$55,460▼ $154,870
Prepaid Expenses and Deferred Charges$58,286$28,072▼ $30,214
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$542,408$490,450▼ $51,958
Liabilities
Deferred Revenue$347,707$208,000▼ $139,707
Accounts Payable and Accrued Expenses-$16,169-
Total Liabilities$347,707$224,169▼ $123,538
Net Assets / Fund Balance
Total Net Assets Fund Balance$194,701$266,281▲ $71,580
Total Liabilities and Net Assets / Fund Balance$542,408$490,450▼ $51,958
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cecilia B HassanBranch Chair
Fabio ConcesiBranch Vice Chair
Patricia CarralBranch Secretary
Arthur J DichterCommittee Member
Cintia JasminoyCommittee Member
Diego Y PolenghiCommittee Member
Julio RodriguezCommittee Member
John HarrisEvents Officer
Rahul RanadiveEvents Officer
Kevin NealMembership Officer
Carlos Soto-raynalMentoring Program Officer
Madelayne CorderoProgramme Officer
Jennifer WioncekStudent Liaison Officer
Maria M ToledoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$393,217
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$71,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,384
Salaries, Compensation, and Employee Benefits$28,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$237,519--$237,519
Fees for Services Other$27,350--$27,350
Other Salaries and Wages$26,000--$26,000
Office Expenses$6,813--$6,813
Fees for Services Accounting$4,059--$4,059
Travel$3,003--$3,003
Payroll Taxes$2,253--$2,253
Insurance$991--$991
Other Expenses$927--$927
Fees for Services Legal$863--$863
Total Functional Expenses$321,637$0$0$321,637
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 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 reviewed by the board and discussed with the preparer of the return. Changes were 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 Committee Member
Phone
3057998715
Signed
2021-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecilia B Hassan
Formed
2000
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
14

Preparer

Firm
Lei Kong CPA Pa
Address
9100 S DADELAND BLVD 1500, MIAMI, FL 33156
Preparer
Lei Kong
Phone
7863858245
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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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0215924
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0325352
IRS990/PYRevenuesLessExpensesAmt073980
IRS990/PYSalariesCompEmpBnftPaidAmt035448
IRS990/PYTotalExpensesAmt0251372
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0325352
IRS990/ReconcilationRevenueExpnssAmt071580
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0393217
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt071580
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 WAS REVIEWED BY THE BOARD AND DISCUSSED WITH THE PREPARER OF THE RETURN. CHANGES WERE 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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0542408
IRS990/TotalAssetsEOYAmt0490450
IRS990/TotalAssetsGrp/BOYAmt0542408
IRS990/TotalAssetsGrp/EOYAmt0490450
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321637
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0347707
IRS990/TotalLiabilitiesEOYAmt0224169
IRS990/TotalLiabilitiesGrp/BOYAmt0347707
IRS990/TotalLiabilitiesGrp/EOYAmt0224169
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194701
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0266281
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0321637
IRS990/TotalProgramServiceRevenueAmt0393217
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0393217
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393217
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0542408
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0490450
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03003
IRS990/TravelGrp/TotalAmt03003
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 BRICKELL AVENUE NO 1700
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033131
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.STEP.ORG/BRANCHES/STEP-MIAMI
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR J DICHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BRANCH COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057998715
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-21
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/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/ReturnTs02021-01-26T08:19:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

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