Civic Intelligence

Steps to Wellness Inc.

990 • Fiscal year 2020 • EIN 36-4890533

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 14, 2022

1220 Fairhill Rd Suite C348Cleveland, OH 44120

(216) 374-6245

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$19,800

No earlier filing loaded for comparison.

Net Assets

$19,800

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$24,500

No earlier filing loaded for comparison.

Expenses

$4,700

No earlier filing loaded for comparison.

Net Income

$19,800

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 2020: $19,800Liabilities 2020: $0Net Assets 2020: $19,8002020Assets 2021: $22,492Liabilities 2021: $0Net Assets 2021: $22,4922021

Highlighted filing

2020

Assets$19,800
Liabilities$0
Net Assets$19,800

Operations Trend

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

$30K$20K$10K$0Revenue 2020: $24,500Expenses 2020: $4,700Net Income 2020: $19,8002020Revenue 2021: $28,850Expenses 2021: $6,358Net Income 2021: $22,4922021

Highlighted filing

2020

Revenue$24,500
Expenses$4,700
Net Income$19,800
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 14, 2022
Return Version
2020v4.0
Gross Receipts
$24,500
Mission and Program Overview

Mission

Provide drug and alcohol counseling & tr

Steps to Wellness is an outpatient drug and alcohol treatment center whose primary mission is to assist clients who are suffering from the disease of addiction with a holistic approach. The goal of treatment is to engage, to empower, to enrich, and also to promote wellness for the lives of the clients that we serve. To promote the improvement of the overall quality of life and relapse prevention, by the use of cognitive behavioral therapy, dialectic behavior therapy, motivational interviewing, 12-Step Facilitation, and the use of spirituality to fit the need of the client.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$19,800▲ $19,800
Rtn Earn Endowment Incm Other Fnds$0$19,800▲ $19,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$19,800▲ $19,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$19,800▲ $19,800
Total Liabilities and Net Assets / Fund Balance$0$19,800▲ $19,800
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shirley WoolfolkCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$24,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$24,500
Change in Net Assets
$19,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,200
Salaries, Compensation, and Employee Benefits$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$2,500-$2,500
Other Salaries and Wages-$1,500-$1,500
Office Expenses-$450-$450
All Other Expenses-$250-$250
Total Functional Expenses$0$4,700$0$4,700
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
No
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, Part VI, Section A, Line 2

Business Relationhsip

Form 990, Part VI, Section B, Line 11B

Available upon request.

Form 990, Part VI, Section C, Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
Steps to Wellness Inc
EIN
36-4890533
Phone
2163746245
Address
1220 Fairhill Rd Suite C348, Cleveland, OH 44120

Signing Officer

Name
Shirley Woolfolk
Title
CEO
Phone
2163746245
Signed
2022-03-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Shirley Woolfolk
Formed
2018
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
1

Preparer

Firm
TJP Accounting
Address
2000 Lee Rd, Unit 380, Cleveland Heights, OH 44118
Preparer
Tevin Pruitt
Phone
2162238126
Supplemental Narrative

Additional Explanations

Form 990, Header, Line B

Original return was not e-filed

Raw XML Appendix265 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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ReturnHeader/ReturnTs02022-03-15T12:59:49-07:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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