Civic Intelligence

Step Inc

990 • Fiscal year 2014 • EIN 39-1792820

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization Profile
N88 W17630 Christman RoadMenomonee Falls, WI 53051

(262) 251-1265

Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

1.9%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$52,690

Down $56 (-0.1%) from 2013

Net Assets

Down

$46,992

Down $149 (-0.3%) from 2013

Liabilities

Up

$5,698

Up $93 (+1.7%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin41st percentile

Revenue

Up

$208,235

Up $3,919 (+1.9%) from 2013

Expenses

Down

$208,384

Down $1,496 (-0.7%) from 2013

Net Income

Up

-$149

Up $5,415 (+97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$100K$50K$0Assets 2010: $53,631Liabilities 2010: $5,519Net Assets 2010: $48,1122010Assets 2011: $53,531Liabilities 2011: $5,252Net Assets 2011: $48,2792011Assets 2012: $59,172Liabilities 2012: $6,467Net Assets 2012: $52,7052012Assets 2013: $52,746Liabilities 2013: $5,605Net Assets 2013: $47,1412013Assets 2014: $52,690Liabilities 2014: $5,698Net Assets 2014: $46,9922014Assets 2015: $58,548Liabilities 2015: $7,588Net Assets 2015: $50,9602015Assets 2016: $67,709Liabilities 2016: $8,286Net Assets 2016: $59,4232016Assets 2017: $77,600Liabilities 2017: $7,543Net Assets 2017: $70,0572017Assets 2018: $77,045Liabilities 2018: $7,274Net Assets 2018: $69,7712018Assets 2019: $68,732Liabilities 2019: $9,003Net Assets 2019: $59,7292019Assets 2020: $56,224Liabilities 2020: $6,749Net Assets 2020: $49,4752020Assets 2021: $99,934Liabilities 2021: $12,201Net Assets 2021: $87,7332021Assets 2022: $44,139Liabilities 2022: $9,242Net Assets 2022: $34,8972022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$52,690
Liabilities$5,698
Net Assets$46,992
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $197,6112010Revenue 2011: $208,428Expenses 2011: $208,261Net Income 2011: $1672011Expenses 2012: $216,2632012Revenue 2013: $204,316Expenses 2013: $209,880Net Income 2013: -$5,5642013Revenue 2014: $208,235Expenses 2014: $208,384Net Income 2014: -$1492014Revenue 2015: $225,174Expenses 2015: $221,206Net Income 2015: $3,9682015Revenue 2016: $230,262Expenses 2016: $221,799Net Income 2016: $8,4632016Revenue 2017: $240,372Expenses 2017: $229,738Net Income 2017: $10,6342017Revenue 2018: $233,997Expenses 2018: $234,283Net Income 2018: -$2862018Revenue 2019: $230,603Expenses 2019: $240,645Net Income 2019: -$10,0422019Revenue 2020: $232,789Expenses 2020: $243,043Net Income 2020: -$10,2542020Revenue 2021: $301,397Expenses 2021: $263,139Net Income 2021: $38,2582021Revenue 2022: $286,411Expenses 2022: $339,247Net Income 2022: -$52,8362022Revenue 2023: $255Expenses 2023: $35,152Net Income 2023: -$34,8972023

Highlighted filing

2014

Revenue$208,235
Expenses$208,384
Net Income-$149
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Gross Receipts
$208,235
Mission and Program Overview

Mission

To provide community suported living for individuals with developmental needs. The organization will accept those individuals with a primary diagnosis of a developmental disability who are ambulatory mentally and physically capable of independent evacuation

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,683$21,374▼ $1,309
Accounts Receivable$15,047$17,596▲ $2,549
Savings and Temporary Cash Investments$5,821$5,824▲ $3
Prepaid Expenses and Deferred Charges$945$4,146▲ $3,201
Land, Buildings, and Equipment, Net$8,250$3,750▼ $4,500
Total Assets$52,746$52,690▼ $56
Liabilities
Accounts Payable and Accrued Expenses$5,605$5,698▲ $93
Total Liabilities$5,605$5,698▲ $93
Net Assets / Fund Balance
Unrestricted Net Assets$47,141$46,992▼ $149
Total Net Assets Fund Balance$47,141$46,992▼ $149
Total Liabilities and Net Assets / Fund Balance$52,746$52,690▼ $56

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$28,863$28,863
Equipment$3,750$21,490$25,240
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Barbara PricePresidentFT$55,200$55,200
Raymond PriceVice PresidentPT$3,735$3,735

Board Members and Trustees

NameTitle
Kathy KuczaBoard Member
Mark SteimleSecretary
Roberty McintyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,232
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
All Other Contributions
$3,241
Change in Net Assets
$-149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,101
Other Expenses$86,283
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$52,933$5,882-$58,815
Other Salaries and Wages$41,287$4,587-$45,874
Occupancy$43,920--$43,920
Other Employee Benefits$7,992$888-$8,880
Payroll Taxes$7,679$853-$8,532
Insurance$5,787--$5,787
Depreciation Depletion$4,500--$4,500
Office Expenses$4,484--$4,484
Other Expenses$3,126--$3,126
Fees for Services Accounting$1,641$809-$2,450
Travel$2,424--$2,424
Fees for Services Other$1,094$121-$1,215
Total Functional Expenses$195,244$13,140$0$208,384
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“The president and vice president are husband and wife and run the home together. There are three outside board members that make decisions that would involve either the husband or the wife.”

Form 990 governing body review Part VI line 11

“The return is sent to the president who reviews the return with the accountant. The president reviews the return with the board of directors at a board meeting. If there are any questions or comments, they are discussed prior to filing the return with the internal revenue service.”

Conflict of interest policy compliance Part VI line 12C

“Every meeting the board reviews whether any conflicts of interests have arisen since the last meeting and resolves conflicts as necessary.”

CEO executive director top management comp Part VI line 15A

“The three board members that are not related or family make all final decisons on payroll for the president and vice president based on the work that they do for step, inc. They determine the amount to pay and any bonus given.”

Other officer or key employee compensation Part VI line 15B

“The three board members outside of the president and vice president who are related make the decisions concerning payroll and any bonus pay involved. The president or vice president make no decision concerning the payroll of themselves.”

Governing documents etc available to public Part VI line 19

“The information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Step Inc
EIN
39-1792820
Address
N88 W17630 CHRISTMAN ROAD, Menomonee Falls, WI 53051
Doing Business As
Hartfel House

Signing Officer

Name
Barbara Price
Title
President
Phone
2622511265
Signed
2015-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Price
Formed
1994
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
3
Employees
5
Volunteers
10

Preparer

Firm
R J Nolan & Associates Inc
Address
4262 S 108th Street, Milwaukee, WI 53228
Preparer
Sandra D Enright
Phone
4144255690
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND VICE PRESIDENT ARE HUSBAND AND WIFE AND RUN THE HOME TOGETHER. THERE ARE THREE OUTSIDE BOARD MEMBERS THAT MAKE DECISIONS THAT WOULD INVOLVE EITHER THE HUSBAND OR THE WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS SENT TO THE PRESIDENT WHO REVIEWS THE RETURN WITH THE ACCOUNTANT. THE PRESIDENT REVIEWS THE RETURN WITH THE BOARD OF DIRECTORS AT A BOARD MEETING. IF THERE ARE ANY QUESTIONS OR COMMENTS, THEY ARE DISCUSSED PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY MEETING THE BOARD REVIEWS WHETHER ANY CONFLICTS OF INTERESTS HAVE ARISEN SINCE THE LAST MEETING AND RESOLVES CONFLICTS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE THREE BOARD MEMBERS THAT ARE NOT RELATED OR FAMILY MAKE ALL FINAL DECISONS ON PAYROLL FOR THE PRESIDENT AND VICE PRESIDENT BASED ON THE WORK THAT THEY DO FOR STEP, INC. THEY DETERMINE THE AMOUNT TO PAY AND ANY BONUS GIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE THREE BOARD MEMBERS OUTSIDE OF THE PRESIDENT AND VICE PRESIDENT WHO ARE RELATED MAKE THE DECISIONS CONCERNING PAYROLL AND ANY BONUS PAY INVOLVED. THE PRESIDENT OR VICE PRESIDENT MAKE NO DECISION CONCERNING THE PAYROLL OF THEMSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt052746
IRS990/TotalAssetsEOYAmt052690
IRS990/TotalAssetsGrp/BOYAmt052746
IRS990/TotalAssetsGrp/EOYAmt052690
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0208232
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013140
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195244
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208384
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05605
IRS990/TotalLiabilitiesEOYAmt05698
IRS990/TotalLiabilitiesGrp/BOYAmt05605
IRS990/TotalLiabilitiesGrp/EOYAmt05698
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047141
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046992
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195244
IRS990/TotalReportableCompFromOrgAmt058935
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208235
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052746
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052690
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02424
IRS990/TravelGrp/TotalAmt02424
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt047141
IRS990/UnrestrictedNetAssetsGrp/EOYAmt046992
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622511265
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0391792820
ReturnHeader/Filer/USAddress/AddressLine1Txt0N88 W17630 CHRISTMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0Menomonee Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391090667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R J Nolan & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04262 S 108th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053228
ReturnHeader/PreparerPersonGrp/PhoneNum04144255690
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra D Enright
ReturnHeader/ReturnTs02015-08-10T13:18:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,690
Liabilities
$5,698
Net assets
$46,992
Revenue
$208,235
Expenses
$208,384
Net income
-$149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.35$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.09$0.35$2.86$3.39$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.12$0.88$3.01$2.63$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.07$0.49$2.33$2.43$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.09$0.60$2.31$2.41$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.07$0.70$2.34$2.34$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.08$0.70$2.40$2.30$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.08$0.59$2.30$2.22$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.08$0.51$2.25$2.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.06$0.47$2.08$2.08$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.53$0.06$0.47$2.04$2.10$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.06$0.53$2.16
2011Summary only. Only limited summary data is available for this year.$0.54$0.05$0.48$2.08$2.08$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.06$0.48$1.98