Civic Intelligence

Step by Step Foundation Inc.

990EZ • Fiscal year 2018 • EIN 26-2063062

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

744 Kidder StreetWilkes Barre, PA 18702-7015

(570) 829-3477

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.19x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.97x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-7.8%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$204,009

Up $35,915 (+21%) from 2017

Net Assets

Up

$165,011

Up $33,446 (+25%) from 2017

Liabilities

Up

$38,998

Up $2,469 (+6.8%) from 2017

Revenue

Down

$40,316

Down $3,403 (-7.8%) from 2017

Expenses

Down

$6,870

Down $1,681 (-20%) from 2017

Net Income

Down

$33,446

Down $1,722 (-4.9%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $125,682Liabilities 2016: $29,285Net Assets 2016: $96,3972016Assets 2017: $168,094Liabilities 2017: $36,529Net Assets 2017: $131,5652017Assets 2018: $204,009Liabilities 2018: $38,998Net Assets 2018: $165,0112018Assets 2019: $242,510Liabilities 2019: $32,139Net Assets 2019: $210,3712019Assets 2020: $270,030Liabilities 2020: $11,809Net Assets 2020: $258,2212020Assets 2021: $305,821Liabilities 2021: $23,983Net Assets 2021: $281,8382021Assets 2022: $358,843Liabilities 2022: $29,344Net Assets 2022: $329,4992022Assets 2023: $390,623Liabilities 2023: $20,463Net Assets 2023: $370,1602023Assets 2024: $437,510Liabilities 2024: $18,700Net Assets 2024: $418,8102024

Highlighted filing

2018

Assets$204,009
Liabilities$38,998
Net Assets$165,011

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0Revenue 2016: $46,674Expenses 2016: $4,161Net Income 2016: $42,5132016Revenue 2017: $43,719Expenses 2017: $8,551Net Income 2017: $35,1682017Revenue 2018: $40,316Expenses 2018: $6,870Net Income 2018: $33,4462018Revenue 2019: $52,199Expenses 2019: $6,839Net Income 2019: $45,3602019Revenue 2020: $57,427Expenses 2020: $9,577Net Income 2020: $47,8502020Revenue 2021: $30,355Expenses 2021: $6,738Net Income 2021: $23,6172021Revenue 2022: $59,230Expenses 2022: $11,569Net Income 2022: $47,6612022Revenue 2023: $65,156Expenses 2023: $24,495Net Income 2023: $40,6612023Revenue 2024: $63,121Expenses 2024: $14,471Net Income 2024: $48,6502024

Highlighted filing

2018

Revenue$40,316
Expenses$6,870
Net Income$33,446
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$66,943
Mission and Program Overview

Mission

Enhance services provided to the developmentally disabled

Program Services

DescriptionGrantsExpenses
The organization is still in its start-up phase and is currently developing a plan to expend funds in support of special projects to enhance services provided to individuals with developmental disabilities.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William FromelBoard Chairperson-$0--
James HarowiczBoard Vice-Chairperson-$0--
Robert HallTreasurer-$0--
Edward SteltzSecretary-$0--
Sandy Russell-SchwabBoard Member-$0--
Carol DoudsBoard Member-$0--
Brian GillBoard Member-$0--
Mary Beth FarrellBoard Member-$0--
Cornelia RomanowskiBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$47,437$13,495-$13,495
Auction / Raffle$5,340$5,340-$5,340
Total Events$52,777$18,835$26,627$-7,792
Filing and Contact Details

Filer

Filer Name
Step By Step Foundation Inc
EIN
26-2063062
Phone
5708293477
Address
744 Kidder Street, Wilkes Barre, PA 18702-7015

Signing Officer

Name
Robert Hall
Title
Treasurer
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Matlowski Corporation PC
Address
13 Lee Park Avenue, Hanover Township, PA 18706
Preparer
Jerome T Matlowski
Phone
5708291923
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 131

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative / Management Fees 3,947

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 118

Form 990-EZ, Part I, Line 16, Other Expenses

Licenses / Registrations 100

Form 990-EZ, Part II, Line 26, Liabilities

Refundable Advances Beginning of year 29,231, End of year 26,786

Form 990-EZ, Part II, Line 26, Liabilities

Due to Affiliate Beginning of year 7,298, End of year 12,212

Raw XML Appendix183 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05708293477
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wilkes Barre
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0168094
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William Fromel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Harowicz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Edward Steltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sandy Russell-Schwab
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carol Douds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brian Gill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mary Beth Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Cornelia Romanowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Vice-Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0874
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization is still in its start-up phase and is currently developing a plan to expend funds in support of special projects to enhance services provided to individuals with developmental disabilities.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-7792
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036529
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt06870
IRS990EZ/TotalRevenueAmt040316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0202241
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93120
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.91150
IRS990ScheduleA/PublicSupportTotal170Amt0188331
IRS990ScheduleA/SubstantialContributorsTotAmt013910
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052340
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023187
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0202241
IRS990ScheduleA/TotalSupportAmt0202241
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt033942
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033942
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026627
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction / Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09012
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052777
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7792
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02808
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt06455
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08352
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative / Management Fees 3,947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Licenses / Registrations 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Refundable Advances Beginning of year 29,231, End of year 26,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Due to Affiliate Beginning of year 7,298, End of year 12,212
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Hall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Step By Step Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0262063062
ReturnHeader/Filer/PhoneNum05708293477
ReturnHeader/Filer/USAddress/AddressLine1Txt0744 Kidder Street
ReturnHeader/Filer/USAddress/CityNm0Wilkes Barre
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0187027015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0224677E5D3571D05DD1467A632D2B6A890F5A347
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0224677E5D3571D05DD1467A632D2B6A890F5A347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.86.2.216
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:33:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matlowski Corporation PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013 Lee Park Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hanover Township
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018706
ReturnHeader/PreparerPersonGrp/PhoneNum05708291923
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerome T Matlowski
ReturnHeader/ReturnTs02019-05-02T03:15:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings