Civic Intelligence

Montgomery S T E P Foundation

990 • Fiscal year 2015 • EIN 63-0986017

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 15, 2016

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

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.5%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$49,366

Up $2,394 (+5.1%) from 2014

Net Assets

Up

$45,349

Up $1,703 (+3.9%) from 2014

Liabilities

Up

$4,017

Up $691 (+21%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin44th percentile

Revenue

Up

$218,217

Up $15,258 (+7.5%) from 2014

Expenses

Up

$216,514

Up $5,142 (+2.4%) from 2014

Net Income

Up

$1,703

Up $10,116 (+120%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2015

Assets$49,366
Liabilities$4,017
Net Assets$45,349
Open 2015 Filing

Operations Trend

Revenue Growth60th 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

2015

Revenue$218,217
Expenses$216,514
Net Income$1,703
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 15, 2016
Return Version
2014v6.0
Gross Receipts
$218,217
Mission and Program Overview

Mission

YOUTH SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$-1,891$45,636▲ $47,527
Savings and Temporary Cash Investments$27,107--
Pledges and Grants Receivable$17,674--
Prepaid Expenses and Deferred Charges$2,797$2,895▲ $98
Land, Buildings, and Equipment, Net$1,285$835▼ $450
Total Assets$46,972$49,366▲ $2,394
Liabilities
Accounts Payable and Accrued Expenses$3,326$4,017▲ $691
Total Liabilities$3,326$4,017▲ $691
Net Assets / Fund Balance
Unrestricted Net Assets$43,428$45,131▲ $1,703
Temporarily Rstr Net Assets$218$218→ $0
Total Net Assets Fund Balance$43,646$45,349▲ $1,703
Total Liabilities and Net Assets / Fund Balance$46,972$49,366▲ $2,394

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$835$45,106$45,941
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Nan LloydChairman
Tom DanielsonVice Chair.
Alex KocherDirector
Barbara HarrisDirector
Carolyn HueyDirector
Corky HawthorneDirector
Jerry SailorsDirector
Oliver WashingtonDirector
Rosalyn KingDirector
Coretta Pitters-
Michael JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$218,163
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$0
All Other Contributions
$84,679
Change in Net Assets
$1,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$218,217
Total Revenue per Audited Statements
$218,217
Total Revenue per Form 990
$218,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,465
Other Expenses$24,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,485$12,387-$123,872
Current Officers, Directors, Trustees, and Key Employees$49,073$5,453-$54,526
Payroll Taxes$12,282$1,365-$13,647
All Other Expenses$2,647$2,548-$5,195
Fees for Services Accounting$2,550$850-$3,400
Occupancy$2,132$913-$3,045
Other Expenses$792$1,577-$1,577
Depreciation Depletion-$449-$449
Other Employee Benefits$210$210-$420
Conferences and Meetings$27$247-$274
Interest-$194-$194
Travel$14$55-$69
Total Functional Expenses$181,212$35,302$0$216,514

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$216,514
Total Expenses per Audited Statements$216,514
Total Expenses per Form 990$216,514
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
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

Filer Name
Montgomery Step Foundation Inc
EIN
63-0986017
Address
PO BOX 193, MONTGOMERY, AL 36101-0193

Signing Officer

Name
Sedrick Fluker
Title
Executive Director
Signed
2016-08-15

Organization Details

Voting Board Members
11
Independent Board Members
11
Employees
7

Preparer

Firm
Diamondcarmichaelgarypatterson & Duke
Address
475 SOUTH HULL STREET, MONTGOMERY, AL 36104
Preparer
James D Carmichael
Phone
3348347720
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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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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01073346
IRS990ScheduleA/TotalSupportAmt01074232
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/EquipmentGrp/BookValueAmt0835
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045106
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045941
IRS990ScheduleD/ExpensesSubtotalAmt0216514
IRS990ScheduleD/RevenueSubtotalAmt0218217
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0835
IRS990ScheduleD/TotalExpensesPerForm990Amt0216514
IRS990ScheduleD/TotalRevenuePerForm990Amt0218217
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0218217
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0216514
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/TotalAssetsBOYAmt046972
IRS990/TotalAssetsEOYAmt049366
IRS990/TotalAssetsGrp/BOYAmt046972
IRS990/TotalAssetsGrp/EOYAmt049366
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0218163
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035302
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181212
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216514
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03326
IRS990/TotalLiabilitiesEOYAmt04017
IRS990/TotalLiabilitiesGrp/BOYAmt03326
IRS990/TotalLiabilitiesGrp/EOYAmt04017
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt043646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045349
IRS990/TotalProgramServiceExpensesAmt0181212
IRS990/TotalRevenueGrp/ExclusionAmt054
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218217
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049366
IRS990/TravelGrp/ManagementAndGeneralAmt055
IRS990/TravelGrp/ProgramServicesAmt014
IRS990/TravelGrp/TotalAmt069
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt043428
IRS990/UnrestrictedNetAssetsGrp/EOYAmt045131
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYSTEP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEDRICK FLUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY STEP FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0630986017
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 193
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361010193
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630634040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIAMONDCARMICHAELGARYPATTERSON & DUKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 SOUTH HULL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348347720
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D CARMICHAEL
ReturnHeader/ReturnTs02016-08-15T16:39:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,366
Liabilities
$4,017
Net assets
$45,349
Revenue
$218,217
Expenses
$216,514
Net income
$1,703
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