Civic Intelligence

Steps to Excellence Inc.

990 • Fiscal year 2024 • EIN 46-5759410

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 10, 2025

Organization Profile
340 N Sam Houston Prwy EHouston, TX 77060

(832) 723-6360

Siviq Scores

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

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$64,739

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

11th percentile

-20%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-4.3%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$120,965

Down $31,157 (-20%) from 2023

Net Assets

Down

$111,435

Down $33,557 (-23%) from 2023

Liabilities

Up

$9,530

Up $2,400 (+34%) from 2023

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin31st percentile

Revenue

Down

$888,471

Down $40,065 (-4.3%) from 2023

Expenses

Up

$920,360

Up $7,585 (+0.8%) from 2023

Net Income

Down

-$31,889

Down $47,650 (-302%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2024

Assets$120,965
Liabilities$9,530
Net Assets$111,435
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

2024

Revenue$888,471
Expenses$920,360
Net Income-$31,889
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 10, 2025
Return Version
2024v5.2
Gross Receipts
$888,471
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

To provide child and adult care services under the department of agricultures child and adult care program servicing the child and adult care center and day care home

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$98,308$79,215▼ $19,093
Land, Buildings, and Equipment, Net$45,240$34,909▼ $10,331
Loans From Officers Directors-$9,530-
Cash and Non-Interest-Bearing Accounts$8,574$6,841▼ $1,733
Total Assets$152,122$120,965▼ $31,157
Liabilities
Unsecured Notes Loans Payable$7,130--
Total Liabilities$7,130$9,530▲ $2,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$144,992$111,435▼ $33,557
Total Net Assets Fund Balance$144,992$111,435▼ $33,557
Total Liabilities and Net Assets / Fund Balance$152,122$120,965▼ $31,157

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,777$20,660$34,437
Equipment$21,132$10,333$31,465
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shantel WashingtonPresidentFT$64,739$64,739
Revenue and Support

Revenue Composition

Contributions and Grants
$888,471
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-31,889

Audited Revenue Reconciliation

Revenue per Audited Statements
$888,471
Total Revenue per Audited Statements
$888,471
Total Revenue per Form 990
$888,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$742,859
Salaries, Compensation, and Employee Benefits$177,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$622,428$6,842-$622,428
Other Salaries and Wages$16,956$82,227-$99,183
Current Officers, Directors, Trustees, and Key Employees$64,739--$64,739
Occupancy-$18,101-$18,101
All Other Expenses-$16,567-$16,567
Payroll Taxes$6,767$6,812-$13,579
Fees for Services Accounting$13,500--$13,500
Depreciation Depletion-$10,331-$10,331
Total Functional Expenses$779,480$140,880$0$920,360

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$922,028
Total Expenses per Form 990$922,028
Total Expenses per Audited Statements$920,360
Expenses Not Reported on Form 990$-1,668
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$9,530-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

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
In Care Of
% SHANTELL WASHINGTON
Address
340 N SAM HOUSTON PRWY E, Houston, TX 77060

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
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Fund balances begining not balanced to books”

Raw XML Appendix315 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/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0465759410
ReturnHeader/Filer/InCareOfNm0% SHANTELL WASHINGTON
ReturnHeader/Filer/USAddress/AddressLine1Txt0340 N SAM HOUSTON PRWY E
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QUICK REFUNDS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05330 GIGGS ROAD STE A118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077048
ReturnHeader/PreparerPersonGrp/PhoneNum09012640020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONNY PORTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-07T16:25:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,965
Liabilities
$9,530
Net assets
$111,435
Revenue
$888,471
Expenses
$920,360
Net income
-$31,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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