Civic Intelligence

Step Inc

990 • Fiscal year 2021 • EIN 39-1792820

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 13, 2023

Organization Profile
W175n8122 Robin CircleMenomonee Falls, WI 53051

(262) 442-2534

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

78%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

29%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$99,934

Up $43,710 (+78%) from 2020

Net Assets

Up

$87,733

Up $38,258 (+77%) from 2020

Liabilities

Up

$12,201

Up $5,452 (+81%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin56th percentile

Revenue

Up

$301,397

Up $68,608 (+29%) from 2020

Expenses

Up

$263,139

Up $20,096 (+8.3%) from 2020

Net Income

Up

$38,258

Up $48,512 (+473%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$99,934
Liabilities$12,201
Net Assets$87,733
Open 2021 Filing

Operations Trend

Revenue Growth67th 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

2021

Revenue$301,397
Expenses$263,139
Net Income$38,258
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 13, 2023
Return Version
2021v4.2
Gross Receipts
$301,397
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$20,560$35,422▲ $14,862
Accounts Receivable$16,805$30,845▲ $14,040
Cash and Non-Interest-Bearing Accounts$4,534$22,464▲ $17,930
Prepaid Expenses and Deferred Charges$10,629$11,203▲ $574
Land, Buildings, and Equipment, Net$3,696--
Total Assets$56,224$99,934▲ $43,710
Liabilities
Accounts Payable and Accrued Expenses$6,749$12,201▲ $5,452
Total Liabilities$6,749$12,201▲ $5,452
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,475$87,733▲ $38,258
Total Net Assets Fund Balance$49,475$87,733▲ $38,258
Total Liabilities and Net Assets / Fund Balance$56,224$99,934▲ $43,710

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$28,863$28,863
Other Land Buildings-$22,183$22,183
Equipment-$2,740$2,740
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Barbara PricePresident
Raymond PriceVice President
Mark SteimleSecretary
Robert McintyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,189
Program Service Revenue
$251,197
Investment Income
$4
Other Revenue
$7
All Other Contributions
$50,189
Change in Net Assets
$38,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$170,261
Other Expenses$92,878
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$68,429$7,603-$76,032
Other Salaries and Wages$56,143$6,238-$62,381
Occupancy$41,045$4,561-$45,606
Other Employee Benefits$18,664$2,074-$20,738
Payroll Taxes$9,999$1,111-$11,110
Insurance$7,587$843-$8,430
Office Expenses$5,788$643-$6,431
Depreciation Depletion$3,697--$3,697
Other Expenses$2,674$297-$2,971
Fees for Services Accounting$2,355$262-$2,617
Fees for Services Other$1,327$147-$1,474
Total Functional Expenses$239,360$23,779$0$263,139
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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
W175N8122 ROBIN CIRCLE, MENOMONEE FALLS, WI 53051
Doing Business As
Hartfel House

Signing Officer

Name
Barbara J Price
Title
President
Phone
2624422534
Signed
2023-01-13
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
7

Preparer

Firm
R J Nolan Associates Inc
Address
4262 S 108TH STREET, MILWAUKEE, WI 53228
Preparer
Sandra D Enright EA
Phone
4144255690
Supplemental Narrative

Additional Explanations

Amended return information

“Original return had the program revenue from the managed care organizations included in the contributions line.”

Raw XML Appendix377 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORIGINAL RETURN HAD THE PROGRAM REVENUE FROM THE MANAGED CARE ORGANIZATIONS INCLUDED IN THE CONTRIBUTIONS LINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3EVERY MEETING THE BOARD REVIEWS WHETHER ANY CONFLICTS OF INTERESTS HAVE ARISEN SINCE THE LAST MEETING AND RESOLVES CONFLICTS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5THE 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/ExplanationTxt6THE INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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IRS990/USAddress/CityNm0MENOMONEE FALLS
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02624422534
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0391792820
ReturnHeader/Filer/USAddress/AddressLine1Txt0W175N8122 ROBIN CIRCLE
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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/PreparationDt02023-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra D Enright EA
ReturnHeader/ReturnTs02023-01-24T13:47:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,934
Liabilities
$12,201
Net assets
$87,733
Revenue
$301,397
Expenses
$263,139
Net income
$38,258
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
2021Detailed filing. Detailed filing data is available for this year.$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
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