Civic Intelligence

Tulsa Steps Foundation

990 • Fiscal year 2021 • EIN 27-5269632

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2022

2608 W Kenosha Ste STE 525Broken Arrow, OK 74012

(918) 355-2107

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

29th percentile

0.7%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$10,483

No earlier filing loaded for comparison.

Net Assets

$10,483

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$830,559

No earlier filing loaded for comparison.

Expenses

$824,528

No earlier filing loaded for comparison.

Net Income

$6,031

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2021: $10,483Liabilities 2021: $0Net Assets 2021: $10,4832021Assets 2022: $19,688Liabilities 2022: $0Net Assets 2022: $19,6882022Assets 2023: $21,597Liabilities 2023: $802Net Assets 2023: $20,7952023

Highlighted filing

2021

Assets$10,483
Liabilities$0
Net Assets$10,483

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2021: $830,559Expenses 2021: $824,528Net Income 2021: $6,0312021Revenue 2022: $1,010,992Expenses 2022: $1,001,787Net Income 2022: $9,2052022Revenue 2023: $4,417Expenses 2023: $3,372Net Income 2023: $1,0452023

Highlighted filing

2021

Revenue$830,559
Expenses$824,528
Net Income$6,031
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2022
Return Version
2021v4.2
Gross Receipts
$830,559
Mission and Program Overview

Mission

The Tulsa S.T.E.P.S is a community foundation empowering the people of Tulsa and while supporting the 1921 Tulsa Race Massacre Survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,452$10,483▲ $6,031
Rtn Earn Endowment Incm Other Fnds$4,452$10,483▲ $6,031
Total Assets$4,452$10,483▲ $6,031
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,452$10,483▲ $6,031
Total Liabilities and Net Assets / Fund Balance$4,452$10,483▲ $6,031
Compensation and Service Providers

Board Members and Trustees

NameTitle
Katherine StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$830,544
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$0
All Other Contributions
$830,544
Change in Net Assets
$6,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$824,500
Other Expenses$28
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$824,500--$824,500
Other Expenses$28--$28
Total Functional Expenses$824,528$0$0$824,528
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The form 990 would be approved and discussed at the next board meeting and approved form 990 would bevoted into the minutes.

Governing documents etc available to public Part VI line 19

Form 990 will be made available to public upon request

Filing and Contact Details

Filer

Filer Name
Tulsa STEPS Foundation
EIN
27-5269632
Address
2608 W Kenosha Ste STE 525, Broken Arrow, OK 74012

Signing Officer

Name
Katherine Stewart
Title
Treasurer
Phone
9186910500
Signed
2022-07-19
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Norwood Tax ServicesLLC
Address
3210 S Norwood Ave Ste C, Tulsa, OK 74135
Preparer
Calvin Mitchell
Phone
9188383508
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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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ReturnHeader/Filer/EIN0275269632
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ReturnHeader/ReturnTs02022-07-22T15:25:53-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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