Civic Intelligence

Step Inc

990 • Fiscal year 2018 • EIN 39-1792820

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 20, 2019

Organization Profile
N88 W17630 Christman RoadMenomonee Falls, WI 53051

(262) 251-1265

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$77,045

Down $555 (-0.7%) from 2017

Net Assets

Down

$69,771

Down $286 (-0.4%) from 2017

Liabilities

Down

$7,274

Down $269 (-3.6%) from 2017

Revenue And Expenses

Revenue

Down

$233,997

Down $6,375 (-2.7%) from 2017

Expenses

Up

$234,283

Up $4,545 (+2.0%) from 2017

Net Income

Down

-$286

Down $10,920 (-103%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$77,045
Liabilities$7,274
Net Assets$69,771
Open 2018 Filing

Operations Trend

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

2018

Revenue$233,997
Expenses$234,283
Net Income-$286
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 20, 2019
Return Version
2018v3.1
Gross Receipts
$233,997
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
Savings and Temporary Cash Investments$22,239$20,246▼ $1,993
Accounts Receivable$18,702$18,847▲ $145
Cash and Non-Interest-Bearing Accounts$9,654$15,175▲ $5,521
Land, Buildings, and Equipment, Net$17,007$12,570▼ $4,437
Prepaid Expenses and Deferred Charges$9,998$10,207▲ $209
Total Assets$77,600$77,045▼ $555
Liabilities
Accounts Payable and Accrued Expenses$7,543$7,274▼ $269
Total Liabilities$7,543$7,274▼ $269
Net Assets / Fund Balance
Unrestricted Net Assets$70,057$69,771▼ $286
Total Net Assets Fund Balance$70,057$69,771▼ $286
Total Liabilities and Net Assets / Fund Balance$77,600$77,045▼ $555

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$28,863$28,863
Other Land Buildings$12,570$9,613$22,183
Equipment-$2,740$2,740
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara PricePresidentFT$56,150$10,845$66,995

Board Members and Trustees

NameTitle
Raymond PriceVice President
Kathy KuczaBoard Member
Mark SteimleSecretary
Robert McintyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$233,989
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
All Other Contributions
$22,781
Change in Net Assets
$-286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$136,677
Other Expenses$97,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,176$5,686-$56,862
Current Officers, Directors, Trustees, and Key Employees$50,964$5,663-$56,627
Occupancy$54,664--$54,664
Other Employee Benefits$12,933$1,437-$14,370
Payroll Taxes$7,936$882-$8,818
Insurance$7,646--$7,646
Depreciation Depletion$4,436--$4,436
Office Expenses$3,620--$3,620
Other Expenses$2,594--$2,594
Fees for Services Accounting$1,998$222-$2,220
Travel$1,515--$1,515
Fees for Services Other$1,341$149-$1,490
Total Functional Expenses$220,244$14,039$0$234,283
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
2622517661
Signed
2019-06-20
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

Preparer

Firm
R J Nolan Associates Inc
Address
4262 S 108TH STREET, MILWAUKEE, WI 53228
Preparer
Sandra D Enright EA
Phone
4144255690
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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
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt077600
IRS990/TotalAssetsGrp/EOYAmt077045
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0233989
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220244
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234283
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07543
IRS990/TotalLiabilitiesEOYAmt07274
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IRS990/TotalLiabilitiesGrp/EOYAmt07274
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070057
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt069771
IRS990/TotalOtherCompensationAmt010845
IRS990/TotalProgramServiceExpensesAmt0220244
IRS990/TotalReportableCompFromOrgAmt056150
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0233997
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt077600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt077045
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01515
IRS990/TravelGrp/TotalAmt01515
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt070057
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622517661
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0391792820
ReturnHeader/Filer/USAddress/AddressLine1Txt0N88 W17630 CHRISTMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA58ADD05772E78B71AC774C121533051D1FB985
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA58ADD05772E78B71AC774C121533051D1FB985
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03932322019182h44mcx2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.147.8.30
ReturnHeader/FilingSecurityInformation/IPDt02019-07-01
ReturnHeader/FilingSecurityInformation/IPTm013:39:30
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/PreparationDt02019-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra D Enright EA
ReturnHeader/ReturnTs02019-07-01T13:33:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,045
Liabilities
$7,274
Net assets
$69,771
Revenue
$233,997
Expenses
$234,283
Net income
-$286
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
2018Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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