Civic Intelligence

Step by Step Foundation Inc.

990EZ • Fiscal year 2023 • EIN 26-2063062

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

744 Kidder StreetWilkesbarre, PA 18702

(570) 829-3477

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$390,623

Up $31,780 (+8.9%) from 2022

Net Assets

Up

$370,160

Up $40,661 (+12%) from 2022

Liabilities

Down

$20,463

Down $8,881 (-30%) from 2022

Revenue

Up

$65,156

Up $5,926 (+10%) from 2022

Expenses

Up

$24,495

Up $12,926 (+112%) from 2022

Net Income

Down

$40,661

Down $7,000 (-15%) from 2022

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

2023

Assets$390,623
Liabilities$20,463
Net Assets$370,160

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

2023

Revenue$65,156
Expenses$24,495
Net Income$40,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$88,723
Mission and Program Overview

Mission

Enhance services provided to the developmentally disabled

Enhance services provided to the developmentally disabled.

Program Services

DescriptionGrantsExpenses
THE SUPPORT OF SPECIAL PROJECTS TO ENHANCE SERVICES PROVIDED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.$3,920$3,920
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORNELIA ROMANOWSKIBoard Member-$0--
PAULA JUMPBoard Member-$0--
MARILYN GLOGOWSKIBoard Member-$0--
ERIC LINDEYPresident/Chief Executive-$0--
KEVIN FRIEL FLS LLCCFO-$0--
SUSANNE O'DONNELLVP Finance-$0--
GEORGE RABLEChair-$0--
MARY BETH FARRELLVice Chair-$0--
CHRISTOPHER SIEGELTreasurer (Until 12/31/22)-$0--
TINA MCCARTHYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$71,430$17,310$6,695$10,615
Total Events$71,430$17,310$23,567$-6,257
Filing and Contact Details

Filer

Filer Name
Step by Step Foundation Inc
EIN
26-2063062
Phone
5708293477
Address
744 KIDDER STREET, WILKESBARRE, PA 18702

Signing Officer

Name
SUSANNE O'DONNELL
Title
VP Finance
Phone
5708293477
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1000 COMMERCE PARK DR, WILLIAMSPORT, PA 17701
Preparer
Jaime L Kuntz CPA
Phone
5703236023
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 7,333.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: step by step, inc.. Affiliate address: 744 kidder street wilkes-barre, pa 18702. Purpose of payment: enhancement of its developmental disabilities services. Amount of payment: 3,920.

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

Description: management fees. Amount: 6,449. Description: licenses and registrations. Amount: 100. Description: office supplies. Amount: 54. Description: bank fees. Amount: 173. Total to form 990-ez, line 16: 6,776.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: refundable advance. Beg. Of year amount: 25,450. End of year amount: 10,400. Description: due to affiliate. Beg. Of year amount: 3,894. End of year amount: 10,063.

Raw XML Appendix227 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0744 KIDDER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILKESBARRE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORNELIA ROMANOWSKI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC LINDEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT/CHIEF EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER (UNTIL 12/31/22)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06776
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE SERVICES PROVIDED TO THE DEVELOPMENTALLY DISABLED.
IRS990EZ/PrintingPublicationsPostageAmt0629
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SUPPORT OF SPECIAL PROJECTS TO ENHANCE SERVICES PROVIDED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03920
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03920
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt023567
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6257
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt029344
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020463
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt03920
IRS990EZ/TotalRevenueAmt065156
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING RECEIPTS - 2021 AMOUNT: $ 15,075. 2022 AMOUNT: $ 17,310.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0278025
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04839
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7,333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: STEP BY STEP, INC.. AFFILIATE ADDRESS: 744 KIDDER STREET WILKES-BARRE, PA 18702. PURPOSE OF PAYMENT: ENHANCEMENT OF ITS DEVELOPMENTAL DISABILITIES SERVICES. AMOUNT OF PAYMENT: 3,920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MANAGEMENT FEES. AMOUNT: 6,449. DESCRIPTION: LICENSES AND REGISTRATIONS. AMOUNT: 100. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 54. DESCRIPTION: BANK FEES. AMOUNT: 173. TOTAL TO FORM 990-EZ, LINE 16: 6,776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: REFUNDABLE ADVANCE. BEG. OF YEAR AMOUNT: 25,450. END OF YEAR AMOUNT: 10,400. DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 3,894. END OF YEAR AMOUNT: 10,063.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSANNE O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05708293477
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/CityNm0WILKESBARRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 COMMERCE PARK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703236023
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAIME L KUNTZ CPA
ReturnHeader/ReturnTs02024-05-13T16:50:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODONNELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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