Civic Intelligence

Right Step Inc.

990 • Fiscal year 2018 • EIN 43-2108807

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

4050 N 34th StreetMilwaukee, WI 53216

(414) 617-0021

Siviq Scores

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

Liabilities / Assets

87th percentile

0.72x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.35x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

74th percentile

$112,800

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$518,782

Up $98,060 (+23%) from 2017

Net Assets

Up

$147,623

Up $16,960 (+13%) from 2017

Liabilities

Up

$371,159

Up $81,100 (+28%) from 2017

Revenue

Down

$1,073,701

Down $125,514 (-10%) from 2017

Expenses

Down

$1,056,741

Down $188,407 (-15%) from 2017

Net Income

Up

$16,960

Up $62,893 (+137%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $208,809Liabilities 2011: $168,010Net Assets 2011: $40,7992011Assets 2012: $172,190Liabilities 2012: $170,936Net Assets 2012: $1,2542012Assets 2013: $197,316Liabilities 2013: $216,983Net Assets 2013: -$19,6672013Assets 2014: $245,389Liabilities 2014: $178,793Net Assets 2014: $66,5962014Assets 2015: $246,852Liabilities 2015: $194,724Net Assets 2015: $52,1282015Assets 2016: $287,263Liabilities 2016: $110,667Net Assets 2016: $176,5962016Assets 2017: $420,722Liabilities 2017: $290,059Net Assets 2017: $130,6632017Assets 2018: $518,782Liabilities 2018: $371,159Net Assets 2018: $147,6232018Assets 2019: $464,023Liabilities 2019: $337,951Net Assets 2019: $126,0722019Assets 2020: $512,872Liabilities 2020: $396,102Net Assets 2020: $116,7702020Assets 2021: $522,878Liabilities 2021: $391,825Net Assets 2021: $131,0532021Assets 2022: $423,510Liabilities 2022: $248,025Net Assets 2022: $175,4852022Assets 2023: $687,727Liabilities 2023: $357,454Net Assets 2023: $330,2732023Assets 2024: $375,755Liabilities 2024: $113,284Net Assets 2024: $262,4712024Assets 2025: $336,442Liabilities 2025: $51,393Net Assets 2025: $285,0492025

Highlighted filing

2018

Assets$518,782
Liabilities$371,159
Net Assets$147,623

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,657,2742011Expenses 2012: $1,755,2232012Expenses 2013: $1,953,4622013Revenue 2014: $1,595,964Expenses 2014: $1,501,654Net Income 2014: $94,3102014Revenue 2015: $1,739,110Expenses 2015: $1,711,066Net Income 2015: $28,0442015Revenue 2016: $1,442,311Expenses 2016: $1,325,352Net Income 2016: $116,9592016Revenue 2017: $1,199,215Expenses 2017: $1,245,148Net Income 2017: -$45,9332017Revenue 2018: $1,073,701Expenses 2018: $1,056,741Net Income 2018: $16,9602018Revenue 2019: $897,605Expenses 2019: $919,156Net Income 2019: -$21,5512019Revenue 2020: $735,111Expenses 2020: $744,413Net Income 2020: -$9,3022020Revenue 2021: $597,271Expenses 2021: $582,988Net Income 2021: $14,2832021Revenue 2022: $580,097Expenses 2022: $535,665Net Income 2022: $44,4322022Revenue 2023: $802,301Expenses 2023: $647,513Net Income 2023: $154,7882023Revenue 2024: $470,704Expenses 2024: $538,506Net Income 2024: -$67,8022024Revenue 2025: $522,164Expenses 2025: $499,586Net Income 2025: $22,5782025

Highlighted filing

2018

Revenue$1,073,701
Expenses$1,056,741
Net Income$16,960
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,073,701
Mission and Program Overview

Mission

To help at risk youth find the right path by developing their mind, body, and spirit by redirecting behaviors, attitudes, and beliefs through the use of motivation towards positive outcomes of graduating high school.

The organization's mission is to help "at risk" youth find the right path by developing their mind, body, and spirit by redirecting behaviors, attitudes, and beliefs through the use of motivation towards positive outcomes of graduating

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$265,644$319,705▲ $54,061
Cash and Non-Interest-Bearing Accounts$131,804$171,212▲ $39,408
Accounts Receivable$12,067$14,386▲ $2,319
Prepaid Expenses and Deferred Charges$9,437$11,376▲ $1,939
Total Assets$420,723$518,782▲ $98,059
Other Assets Total$1,771$2,103▲ $332
Liabilities
Mortgage Notes Payable Secured by Investment Property$135,026$221,106▲ $86,080
Accounts Payable and Accrued Expenses$155,034$150,053▼ $4,981
Total Liabilities$290,060$371,159▲ $81,099
Net Assets / Fund Balance
Unrestricted Net Assets$130,663$147,623▲ $16,960
Total Net Assets Fund Balance$130,663$147,623▲ $16,960
Total Liabilities and Net Assets / Fund Balance$420,723$518,782▲ $98,059

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$240,706-$240,706
Buildings$198,154-$198,154
Leasehold Improvements$118,416-$118,416
Land$15,218-$15,218
Other Assets Org$2,103--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca FitchDirector Non VotingFT$112,800$112,800

Board Members and Trustees

NameTitle
Mike KlonneChairman
Dave JacksonVice Chairman
Boro SvcevicDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$7,125
Program Service Revenue
$1,066,576
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,125
Change in Net Assets
$16,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,073,701
Total Revenue per Audited Statements
$1,073,701
Total Revenue per Form 990
$1,073,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$592,689
Other Expenses$464,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$445,393$0$0$445,393
Current Officers, Directors, Trustees, and Key Employees$112,800$0$0$112,800
Insurance$86,813$0$0$86,813
Occupancy$79,148$0$0$79,148
Travel$46,186$0$0$46,186
Payroll Taxes$28,235$0$0$28,235
Office Expenses$19,478$0$0$19,478
Depreciation Depletion$12,083$0$0$12,083
Interest$10,624$0$0$10,624
Other Expenses$8,323$0$0$8,323
All Other Expenses$6,814$0$0$6,814
Other Employee Benefits$6,261$0$0$6,261
Advertising$1,505$0$0$1,505
Conferences and Meetings$750$0$0$750
Total Functional Expenses$1,056,741$0$0$1,056,741

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,056,741
Total Expenses per Audited Statements$1,056,741
Total Expenses per Form 990$1,056,741
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
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Right Step Inc
EIN
43-2108807
Phone
4146170021
Address
4050 N 34TH STREET, MILWAUKEE, WI 53216

Signing Officer

Name
Rebecca Fitch
Title
CEO
Phone
4146170021
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Fitch
Formed
2006
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
12
Volunteers
0

Preparer

Firm
United Tax Service LLC
Address
4201 W FOND DU LAC AVENUE, MILWAUKEE, WI 53216
Preparer
D J Swift
Phone
4148711040
Supplemental Narrative

Additional Explanations

Pt XI

The school's administrator reviews the form 990 with the school's board of directors.

Pt VI, Line 19

The organization's financial records and form 990 is available for review upon request from the general public.

Pt VI, Line 12C

Board members are required to sign a no conflict of interest affidavit annually.

Pt VI, Line 11B

The school's administrator reviews the form 990 with the school's board of directors.

Pt XI

NOT APPLICABLE

Pt XII, Line 3B

NOT APPLICABLE

Form 990, Part IX, Line 24E

Miscellaneous - school & event expenses 1801. 1801. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous - school & event expenses - fees 5013. 5013. 0. 0.

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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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02103
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt01073701
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0572494
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02103
IRS990ScheduleD/TotalExpensesPerForm990Amt01056741
IRS990ScheduleD/TotalRevenuePerForm990Amt01073701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01073701
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01056741
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS PUBLISHED ITS POLICY VIA THE LOCAL NEWSPAPER & BROADCAST. NA
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S ADMINISTRATOR REVIEWS THE FORM 990 WITH THE SCHOOL'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FINANCIAL RECORDS AND FORM 990 IS AVAILABLE FOR REVIEW UPON REQUEST FROM THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO SIGN A NO CONFLICT OF INTEREST AFFIDAVIT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL'S ADMINISTRATOR REVIEWS THE FORM 990 WITH THE SCHOOL'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS - SCHOOL & EVENT EXPENSES 1801. 1801. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS - SCHOOL & EVENT EXPENSES - FEES 5013. 5013. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XII, Line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0420723
IRS990/TotalAssetsEOYAmt0518782
IRS990/TotalAssetsGrp/BOYAmt0420723
IRS990/TotalAssetsGrp/EOYAmt0518782
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07125
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01056741
IRS990/TotalFunctionalExpensesGrp/TotalAmt01056741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0290060
IRS990/TotalLiabilitiesEOYAmt0371159
IRS990/TotalLiabilitiesGrp/BOYAmt0290060
IRS990/TotalLiabilitiesGrp/EOYAmt0371159
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0130663
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0147623
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt041939
IRS990/TotalProgramServiceExpensesAmt01056741
IRS990/TotalProgramServiceRevenueAmt01066576
IRS990/TotalReportableCompFromOrgAmt0112800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01024637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01073701
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0420723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0518782
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt046186
IRS990/TravelGrp/TotalAmt046186
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0130663
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0147623
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08684 N 76TH PLACE
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053223
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04146170021
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIGHT STEP INC
ReturnHeader/Filer/BusinessNameControlTxt0RIGH
ReturnHeader/Filer/EIN0432108807
ReturnHeader/Filer/PhoneNum04146170021
ReturnHeader/Filer/USAddress/AddressLine1Txt04050 N 34TH STREET
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0823193BE013FB72B035B77D7152C4C22C8F70EE1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F885E3D755234D8D2F440C1B3228464D29DC142F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.53.17.22
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:18:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNITED TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04201 W FOND DU LAC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053216
ReturnHeader/PreparerPersonGrp/PhoneNum04148711040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D J SWIFT
ReturnHeader/ReturnTs02018-11-15T13:18:39-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.05$0.29$0.52$0.50$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.11$0.26$0.47$0.54$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.36$0.33$0.80$0.65$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.25$0.18$0.58$0.54$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.39$0.13$0.60$0.58$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.40$0.12$0.74$0.74$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.34$0.13$0.90$0.92$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.37$0.15$1.07$1.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.29$0.13$1.20$1.25$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.11$0.18$1.44$1.33$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.19$0.05$1.74$1.71$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.18$0.07$1.60$1.50$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.22$0.02$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.00$1.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.17$0.04$1.66