Civic Intelligence

Steps to Excellence Inc.

990 • Fiscal year 2023 • EIN 46-5759410

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 10, 2025

Organization Profile
340 N Sam Houston Prwy EHouston, TX 77060-3305

(832) 723-6360

Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$61,627

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$152,122

Up $148,653 (+4285%) from 2019

Net Assets

$144,992

No earlier filing loaded for comparison.

Liabilities

Up

$7,130

Up $7,130 from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin45th percentile

Revenue

Up

$928,536

Up $792,227 (+581%) from 2019

Expenses

Up

$912,775

Up $779,988 (+587%) from 2019

Net Income

Up

$15,761

Up $12,239 (+348%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2019: $3,469Liabilities 2019: $02019Assets 2023: $152,122Liabilities 2023: $7,130Net Assets 2023: $144,9922023Assets 2024: $120,965Liabilities 2024: $9,530Net Assets 2024: $111,4352024

Highlighted filing

2023

Assets$152,122
Liabilities$7,130
Net Assets$144,992
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $136,309Expenses 2019: $132,787Net Income 2019: $3,5222019Revenue 2023: $928,536Expenses 2023: $912,775Net Income 2023: $15,7612023Revenue 2024: $888,471Expenses 2024: $920,360Net Income 2024: -$31,8892024

Highlighted filing

2023

Revenue$928,536
Expenses$912,775
Net Income$15,761
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$928,536
Mission and Program Overview

Mission

A sponsoring organization for independent centers that provide chaild and adult care services within the framework of department of agriculture child and adult care program. With the organization assuming the administrative and financial responsibility of the cacfp under its care

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$98,308-
Land, Buildings, and Equipment, Net$55,571$45,240▼ $10,331
Cash and Non-Interest-Bearing Accounts$18,182$8,574▼ $9,608
Total Assets$73,753$152,122▲ $78,369
Liabilities
Unsecured Notes Loans Payable-$7,130-
Total Liabilities$0$7,130▲ $7,130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,753$144,992▲ $71,239
Total Net Assets Fund Balance$73,753$144,992▲ $71,239
Total Liabilities and Net Assets / Fund Balance$73,753$152,122▲ $78,369

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,663$13,774$34,437
Equipment$24,577$6,888$31,465
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shantel WashingtonPresidentFT$61,627$61,627
Revenue and Support

Revenue Composition

Contributions and Grants
$928,536
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$15,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$898,536
Total Revenue per Audited Statements
$898,536
Total Revenue per Form 990
$898,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$750,123
Salaries, Compensation, and Employee Benefits$162,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$600,678$674-$600,678
Other Salaries and Wages-$89,040-$89,040
Current Officers, Directors, Trustees, and Key Employees-$61,627-$61,627
All Other Expenses$337$19,170-$19,507
Occupancy-$14,009-$14,009
Payroll Taxes-$11,985-$11,985
Fees for Services Accounting-$11,234-$11,234
Depreciation Depletion-$10,331-$10,331
Office Expenses-$2,137-$2,137
Insurance-$395-$395
Total Functional Expenses$688,386$224,389$0$912,775

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$846,439
Expenses per Audited Statements$790,966
Total Expenses per Form 990$790,966
Expenses Not Reported on Form 990$55,473
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“the governing body regularly reviews the 990 prior to filing”

Conflict of interest policy compliance Part VI line 12C

“the governing body regularly reviews policy and procedures identifying conflicts of interests”

CEO executive director top management comp Part VI line 15A

“top manangement and other principals salaries are reviewed comparable to other size organizations”

Other officer or key employee compensation Part VI line 15B

“key employees compensation are compared to other organizations of comparable sizess”

Governing documents etc available to public Part VI line 19

“the governing documents for the organization are made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Steps to Excellence Inc
EIN
46-5759410
Address
340 N SAM HOUSTON PRWY E, Houston, TX 77060-3305

Signing Officer

Name
Shantell Washington President
Title
President
Phone
8327236360
Signed
2025-02-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Shantel Washington
Formed
2014
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Quick Refunds Tax Service
Address
5330 GIGGS ROAD STE A118, Houston, TX 77048
Preparer
Ronny Porter
Phone
9012640020
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,122
Liabilities
$7,130
Net assets
$144,992
Revenue
$928,536
Expenses
$912,775
Net income
$15,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.10$1.11$8.88$9.20$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.07$1.45$9.29$9.13$0.16
2019Summary only. Only limited summary data is available for this year.$0.03$0.00$1.36$1.33$0.04