Civic Intelligence

Step Miami Branch Inc

990 • Fiscal year 2022 • EIN 04-3606164

Apr 01, 2021 to Mar 31, 2022 • Filed on Feb 01, 2023

Organization ProfileWWW.STEP.ORG/BRANCHES/STEP-MIAMI
Lei Kong 9100 S Dadeland Blvd 15Miami, FL 33156

(305) 799-8715

Siviq Scores

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

Liabilities / Assets

95th percentile

0.75x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

11.66x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-202%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$585,850

Up $122,215 (+26%) from 2021

Net Assets

Down

$144,249

Down $76,646 (-35%) from 2021

Liabilities

Up

$441,601

Up $198,861 (+82%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$37,860

Up $9,360 (+33%) from 2021

Expenses

Up

$114,506

Up $40,620 (+55%) from 2021

Net Income

Down

-$76,646

Down $31,260 (-69%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2022

Assets$585,850
Liabilities$441,601
Net Assets$144,249
Open 2022 Filing

Operations Trend

Revenue Growth74th 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

2022

Revenue$37,860
Expenses$114,506
Net Income-$76,646
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 1, 2023
Return Version
2021v4.2
Gross Receipts
$37,860
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$330,209$346,303▲ $16,094
Accounts Receivable$91,760$165,780▲ $74,020
Prepaid Expenses and Deferred Charges$39,366$73,767▲ $34,401
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$26,194$-50,452▼ $76,646
Total Assets$463,635$585,850▲ $122,215
Other Assets Total$2,300$0▼ $2,300
Liabilities
Deferred Revenue$242,740$434,700▲ $191,960
Accounts Payable and Accrued Expenses-$6,901-
Total Liabilities$242,740$441,601▲ $198,861
Net Assets / Fund Balance
Total Net Assets Fund Balance$220,895$144,249▼ $76,646
Total Liabilities and Net Assets / Fund Balance$463,635$585,850▲ $122,215
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Cecilia B HassanBranch Chair
Fabio ConcesiBranch Vice Chair
Patricia CarralBranch Secretary
Anabella MurilloCommittee Member
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
$37,860
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-76,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,506
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
Fees for Services Other$65,300--$65,300
Conferences and Meetings$36,713--$36,713
Fees for Services Accounting$5,500--$5,500
Other Expenses$1,098--$1,098
Insurance$991--$991
Office Expenses$35--$35
Total Functional Expenses$114,506$0$0$114,506
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 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
LEI KONG 9100 S DADELAND BLVD 15, MIAMI, FL 33156

Signing Officer

Name
Maria Toledo CPA
Title
Branch Treasurer
Phone
3057998715
Signed
2023-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fabio Concesi
Formed
2000
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

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 - others: program service expenses 65300. Management and general expenses 0. Fundraising expenses 0. Total expenses 65300.”

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IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt073886
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028500
IRS990/PYRevenuesLessExpensesAmt0-45386
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt073886
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028500
IRS990/ReconcilationRevenueExpnssAmt0-76646
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037860
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026194
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-50452
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 VIA ZOOM. TRANSPARENCY IS MAINTAINED IN SEVERAL WAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIOANL FEES - OTHERS: PROGRAM SERVICE EXPENSES 65300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65300.
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/TotalAssetsBOYAmt0463635
IRS990/TotalAssetsEOYAmt0585850
IRS990/TotalAssetsGrp/BOYAmt0463635
IRS990/TotalAssetsGrp/EOYAmt0585850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114506
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114506
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0242740
IRS990/TotalLiabilitiesEOYAmt0441601
IRS990/TotalLiabilitiesGrp/BOYAmt0242740
IRS990/TotalLiabilitiesGrp/EOYAmt0441601
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220895
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144249
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0114506
IRS990/TotalProgramServiceRevenueAmt037860
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037860
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037860
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0463635
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0585850
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0LEI KONG 9100 S DADELAND BLVD 1500
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033156
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.STEP.ORG/BRANCHES/STEP-MIAMI
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA TOLEDO CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BRANCH TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057998715
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP MIAMI BRANCH INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0043606164
ReturnHeader/Filer/PhoneNum03057998715
ReturnHeader/Filer/USAddress/AddressLine1Txt0LEI KONG 9100 S DADELAND BLVD 15
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033156
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/ReturnTs02023-02-01T20:00:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOLEDO CPA
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,850
Liabilities
$441,601
Net assets
$144,249
Revenue
$37,860
Expenses
$114,506
Net income
-$76,646
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