Civic Intelligence

Step Miami Branch Inc

990 • Fiscal year 2023 • EIN 04-3606164

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 02, 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

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.10x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-56%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1216%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$257,227

Down $328,623 (-56%) from 2022

Net Assets

Up

$209,296

Up $65,047 (+45%) from 2022

Liabilities

Down

$47,931

Down $393,670 (-89%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin73rd percentile

Revenue

Up

$498,213

Up $460,353 (+1216%) from 2022

Expenses

Up

$433,166

Up $318,660 (+278%) from 2022

Net Income

Up

$65,047

Up $141,693 (+185%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2023

Assets$257,227
Liabilities$47,931
Net Assets$209,296
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$498,213
Expenses$433,166
Net Income$65,047
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 2, 2023
Return Version
2022v5.0
Gross Receipts
$498,213
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$346,303$177,508▼ $168,795
Accounts Receivable$165,780--
Prepaid Expenses and Deferred Charges$73,767$79,719▲ $5,952
Rtn Earn Endowment Incm Other Fnds$-50,452$14,595▲ $65,047
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$585,850$257,227▼ $328,623
Liabilities
Deferred Revenue$434,700$0▼ $434,700
Accounts Payable and Accrued Expenses$6,901$47,931▲ $41,030
Total Liabilities$441,601$47,931▼ $393,670
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,249$209,296▲ $65,047
Total Liabilities and Net Assets / Fund Balance$585,850$257,227▼ $328,623
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Fabio ConcesiBranch Chair
Madelayne CorderoBranch Vice Chair
Megan E CamposBranch Treasurer
Anabella MurilloCommittee Member
Arthur J DichterCommittee Member
Diego Y PolenghiCommittee Member
John-michael LenahanCommittee Member
Maria M ToledoCommittee Member
Oscar GuerraCommittee Member
John HarrisEvents Officer
Rahul RanadiveEvents Officer
Jennifer WioncekStudent Liaison Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$498,213
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$65,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$433,166
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$351,468--$351,468
Fees for Services Other$62,900--$62,900
Fees for Services Accounting$6,750--$6,750
Insurance$4,269--$4,269
Office Expenses$689--$689
Other Expenses$397--$397
Total Functional Expenses$433,166$0$0$433,166
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
Megan E Campos
Title
Branch Treasurer
Phone
3057998715
Signed
2023-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fabio Concesi
Formed
2000
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
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 - others: program service expenses 62900. Management and general expenses 0. Fundraising expenses 0. Total expenses 62900.”

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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/Form990PartVIISectionAGrp/TitleTxt0STUDENT LIAISON OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EVENTS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EVENTS OFFICER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BRANCH CHAIR
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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.
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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 62900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62900.
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/TotalAssetsBOYAmt0585850
IRS990/TotalAssetsEOYAmt0257227
IRS990/TotalAssetsGrp/BOYAmt0585850
IRS990/TotalAssetsGrp/EOYAmt0257227
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0433166
IRS990/TotalFunctionalExpensesGrp/TotalAmt0433166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0441601
IRS990/TotalLiabilitiesEOYAmt047931
IRS990/TotalLiabilitiesGrp/BOYAmt0441601
IRS990/TotalLiabilitiesGrp/EOYAmt047931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0144249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0209296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0433166
IRS990/TotalProgramServiceRevenueAmt0498213
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0498213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0498213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0257227
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/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.STEP.ORG/BRANCHES/STEP-MIAMI
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN E CAMPOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BRANCH TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03057998715
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-02
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/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/ReturnTs02023-08-02T11:12:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMPOS
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,227
Liabilities
$47,931
Net assets
$209,296
Revenue
$498,213
Expenses
$433,166
Net income
$65,047
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