Civic Intelligence

Montgomery S T E P Foundation

990 • Fiscal year 2014 • EIN 63-0986017

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 17, 2015

Organization ProfileWWW.MONTGOMERYSTEP.ORG
PO Box 193Montgomery, AL 36101-0193

(334) 832-4842

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.02x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$46,972

Down $6,599 (-12%) from 2013

Net Assets

Down

$43,646

Down $8,413 (-16%) from 2013

Liabilities

Up

$3,326

Up $1,814 (+120%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin31st percentile

Revenue

Down

$202,959

Down $47,268 (-19%) from 2013

Expenses

Up

$211,372

Up $4,217 (+2.0%) from 2013

Net Income

Down

-$8,413

Down $51,485 (-120%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $58,710Liabilities 2010: $68,228Net Assets 2010: -$9,5182010Assets 2011: $83,519Liabilities 2011: $56,215Net Assets 2011: $27,3042011Assets 2012: $47,124Liabilities 2012: $38,137Net Assets 2012: $8,9872012Assets 2013: $53,571Liabilities 2013: $1,512Net Assets 2013: $52,0592013Assets 2014: $46,972Liabilities 2014: $3,326Net Assets 2014: $43,6462014Assets 2015: $49,366Liabilities 2015: $4,017Net Assets 2015: $45,3492015Assets 2016: $25,526Liabilities 2016: $1,437Net Assets 2016: $24,0892016Assets 2017: $73,290Liabilities 2017: $2,257Net Assets 2017: $71,0332017Assets 2018: $56,366Liabilities 2018: $3,958Net Assets 2018: $52,4082018Assets 2019: $35,185Liabilities 2019: $5,863Net Assets 2019: $29,3222019Assets 2020: $65,149Liabilities 2020: $3,559Net Assets 2020: $61,5902020Assets 2021: $81,931Liabilities 2021: $5,322Net Assets 2021: $76,6092021Assets 2022: $120,569Liabilities 2022: $4,973Net Assets 2022: $115,5962022Assets 2023: $204,956Liabilities 2023: $13,048Net Assets 2023: $191,9082023Assets 2024: $220,068Liabilities 2024: $7,312Net Assets 2024: $212,7562024

Highlighted filing

2014

Assets$46,972
Liabilities$3,326
Net Assets$43,646
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $429,020Expenses 2010: $411,075Net Income 2010: $17,9452010Revenue 2011: $332,577Expenses 2011: $295,755Net Income 2011: $36,8222011Expenses 2012: $213,6452012Revenue 2013: $250,227Expenses 2013: $207,155Net Income 2013: $43,0722013Revenue 2014: $202,959Expenses 2014: $211,372Net Income 2014: -$8,4132014Revenue 2015: $218,217Expenses 2015: $216,514Net Income 2015: $1,7032015Revenue 2016: $151,153Expenses 2016: $172,413Net Income 2016: -$21,2602016Revenue 2017: $186,889Expenses 2017: $139,945Net Income 2017: $46,9442017Revenue 2018: $152,418Expenses 2018: $171,043Net Income 2018: -$18,6252018Revenue 2019: $153,846Expenses 2019: $176,932Net Income 2019: -$23,0862019Revenue 2020: $218,679Expenses 2020: $186,411Net Income 2020: $32,2682020Revenue 2021: $203,737Expenses 2021: $188,718Net Income 2021: $15,0192021Revenue 2022: $238,182Expenses 2022: $199,195Net Income 2022: $38,9872022Revenue 2023: $279,294Expenses 2023: $202,982Net Income 2023: $76,3122023Revenue 2024: $215,509Expenses 2024: $194,661Net Income 2024: $20,8482024

Highlighted filing

2014

Revenue$202,959
Expenses$211,372
Net Income-$8,413
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 17, 2015
Return Version
2013v4.0
Gross Receipts
$202,959
Mission and Program Overview

Mission

YOUTH SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$42,603$27,107▼ $15,496
Pledges and Grants Receivable$6,696$17,674▲ $10,978
Prepaid Expenses and Deferred Charges$2,703$2,797▲ $94
Land, Buildings, and Equipment, Net$1,423$1,285▼ $138
Cash and Non-Interest-Bearing Accounts$146$-1,891▼ $2,037
Total Assets$53,571$46,972▼ $6,599
Liabilities
Accounts Payable and Accrued Expenses$1,512$3,326▲ $1,814
Total Liabilities$1,512$3,326▲ $1,814
Net Assets / Fund Balance
Unrestricted Net Assets$51,841$43,428▼ $8,413
Temporarily Rstr Net Assets$218$218→ $0
Total Net Assets Fund Balance$52,059$43,646▼ $8,413
Total Liabilities and Net Assets / Fund Balance$53,571$46,972▼ $6,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,285$44,657$45,942
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Nan LloydChairman
Tom DanielsonVice Chair.
Al PerkinsDirector
Alex KocherDirector
Barbara HarrisDirector
Carolyn HueyDirector
Corky HawthorneDirector
Freddie WilliamsDirector
Isaiah SankeyDirector
Jerry SailorsDirector
Oliver WashingtonDirector
Rosalyn KingDirector
Michael JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,889
Program Service Revenue
$0
Investment Income
$70
Other Revenue
$0
All Other Contributions
$115,736
Change in Net Assets
$-8,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$202,959
Total Revenue per Audited Statements
$202,959
Total Revenue per Form 990
$202,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$182,811
Other Expenses$24,856
Professional Fundraising Fees$3,705
Total Fundraising Expense$3,705
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,762$11,529-$115,291
Current Officers, Directors, Trustees, and Key Employees$48,758$5,418-$54,176
Payroll Taxes$11,668$1,296-$12,964
All Other Expenses$853$3,415-$4,268
Fees for Services Professional Fundraising--$3,705$3,705
Fees for Services Accounting$2,291$763-$3,054
Occupancy$2,101$899-$3,000
Other Expenses$2,203$1,284-$2,203
Travel$194$775-$969
Interest-$461-$461
Conferences and Meetings$45$403-$448
Depreciation Depletion-$435-$435
Other Employee Benefits$190$190-$380
Total Functional Expenses$173,074$34,593$3,705$211,372

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$211,372
Total Expenses per Audited Statements$211,372
Total Expenses per Form 990$211,372
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,705
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
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Executive director and officer reviews before signing”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request at the physical office.”

Filing and Contact Details

Filer

EIN
63-0986017

Signing Officer

Name
Sedrick Fluker
Title
Executive Director
Signed
2015-08-17

Organization Details

Voting Board Members
13
Independent Board Members
13
Employees
7

Preparer

Preparer
James D Carmichael
Phone
3348347720
Raw XML Appendix389 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01512
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03326
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0YOUTH SERVICES
IRS990/AllOtherContributionsAmt0115736
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03415
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0853
IRS990/AllOtherExpensesGrp/TotalAmt04268
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SED FLUKER
IRS990/BooksInCareOfDetail/PhoneNum03348324842
IRS990/BooksInCareOfDetail/USAddress/AddressLine104131 CARMICHAEL RD
IRS990/BooksInCareOfDetail/USAddress/City0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/State0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode036106
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0146
IRS990/CashNonInterestBearingGrp/EOYAmt0-1891
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05418
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048758
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt054176
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0403
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt045
IRS990/ConferencesMeetingsGrp/TotalAmt0448
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0202889
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt070
IRS990/CYOtherExpensesAmt024856
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8413
IRS990/CYSalariesCompEmpBnftPaidAmt0182811
IRS990/CYTotalExpensesAmt0211372
IRS990/CYTotalFundraisingExpenseAmt03705
IRS990/CYTotalProfFndrsngExpnsAmt03705
IRS990/CYTotalRevenueAmt0202959
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0435
IRS990/DepreciationDepletionGrp/TotalAmt0435
IRS990/Desc0PROVIDE COMMUNITY SUPPORT FOR DISADVANTAGED YOUTH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0173074
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0763
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02291
IRS990/FeesForServicesAccountingGrp/TotalAmt03054
IRS990/FeesForServicesProfFundraising/FundraisingAmt03705
IRS990/FeesForServicesProfFundraising/TotalAmt03705
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CORKY HAWTHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM DANIELSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROLYN HUEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ROSALYN KING
IRS990/Form990PartVIISectionAGrp/PersonNm5JERRY SAILORS
IRS990/Form990PartVIISectionAGrp/PersonNm6ISAIAH SANKEY
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL JONES
IRS990/Form990PartVIISectionAGrp/PersonNm8OLIVER WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm9NAN LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm10FREDDIE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11AL PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm12ALEX KOCHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt087153
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0202959
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0461
IRS990/InterestGrp/TotalAmt0461
IRS990/InvestmentIncomeGrp/ExclusionAmt070
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044657
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01423
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01285
IRS990/LandBldgEquipCostOrOtherBssAmt045942
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0YOUTH SERVICES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt052059
IRS990/NetAssetsOrFundBalancesEOYAmt043646
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0899
IRS990/OccupancyGrp/ProgramServicesAmt02101
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0190
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0190
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0380
IRS990/OtherExpensesGrp/Desc0INSURANCE
IRS990/OtherExpensesGrp/Desc1AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12757
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21284
IRS990/OtherExpensesGrp/ProgramServicesAmt01009
IRS990/OtherExpensesGrp/ProgramServicesAmt12203
IRS990/OtherExpensesGrp/TotalAmt04968
IRS990/OtherExpensesGrp/TotalAmt12757
IRS990/OtherExpensesGrp/TotalAmt22293
IRS990/OtherExpensesGrp/TotalAmt32203
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011529
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0103762
IRS990/OtherSalariesAndWagesGrp/TotalAmt0115291
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01296
IRS990/PayrollTaxesGrp/ProgramServicesAmt011668
IRS990/PayrollTaxesGrp/TotalAmt012964
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06696
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017674
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02703
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02797
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0250115
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0112
IRS990/PYOtherExpensesAmt027580
IRS990/PYRevenuesLessExpensesAmt043072
IRS990/PYSalariesCompEmpBnftPaidAmt0179575
IRS990/PYTotalExpensesAmt0207155
IRS990/PYTotalRevenueAmt0250227
IRS990/ReconcilationRevenueExpnssAmt0-8413
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027107
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISCELLANEOUS 953
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0202889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0195194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0332061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0428233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01283416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0666
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0251
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0702
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0953
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99620
IRS990ScheduleA/PublicSupportPY170Pct00.91170
IRS990ScheduleA/PublicSupportTotal170Amt01280117
IRS990ScheduleA/SubstantialContributorsTotAmt03299
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125039
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0195194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0332061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0428233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01283416
IRS990ScheduleA/TotalSupportAmt01285035
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0211372
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01285
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt044657
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045942
IRS990ScheduleD/RevenueSubtotalAmt0202959
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01285
IRS990ScheduleD/TotalExpensesPerForm990Amt0211372
IRS990ScheduleD/TotalRevenuePerForm990Amt0202959
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0202959
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0211372
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND OFFICER REVIEWS BEFORE SIGNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE PHYSICAL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0218
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0218
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt053571
IRS990/TotalAssetsEOYAmt046972
IRS990/TotalAssetsGrp/BOYAmt053571
IRS990/TotalAssetsGrp/EOYAmt046972
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0202889
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03705
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173074
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01512
IRS990/TotalLiabilitiesEOYAmt03326
IRS990/TotalLiabilitiesGrp/BOYAmt01512
IRS990/TotalLiabilitiesGrp/EOYAmt03326
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052059
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043646
IRS990/TotalProgramServiceExpensesAmt0173074
IRS990/TotalRevenueGrp/ExclusionAmt070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202959
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt053571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046972
IRS990/TravelGrp/ManagementAndGeneralAmt0775
IRS990/TravelGrp/ProgramServicesAmt0194
IRS990/TravelGrp/TotalAmt0969
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt051841
IRS990/UnrestrictedNetAssetsGrp/EOYAmt043428
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYSTEP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEDRICK FLUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTGOMERY STEP FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0630986017
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 193
ReturnHeader/Filer/USAddress/City0MONTGOMERY
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode0361010193
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630634040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIAMONDCARMICHAELGARYPATTERSON & DUKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10475 SOUTH HULL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348347720
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D CARMICHAEL
ReturnHeader/ReturnTs02015-08-17T17:29:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,972
Liabilities
$3,326
Net assets
$43,646
Revenue
$202,959
Expenses
$211,372
Net income
-$8,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.07$2.13$2.16$1.95$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.13$1.92$2.79$2.03$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.05$1.16$2.38$1.99$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.05$0.77$2.04$1.89$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.62$2.19$1.86$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.06$0.29$1.54$1.77$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.04$0.52$1.52$1.71$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$1.87$1.40$0.47
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.24$1.51$1.72$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.04$0.45$2.18$2.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$2.03$2.11$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.02$0.52$2.50$2.07$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.38$0.09$2.14
2011Summary only. Only limited summary data is available for this year.$0.84$0.56$0.27$3.33$2.96$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.68$0.10$4.29$4.11$0.18