Civic Intelligence

Montgomery S T E P Foundation

990 • Fiscal year 2017 • EIN 63-0986017

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 06, 2017

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

(334) 262-3141

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$54,176

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

187%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$73,290

Up $47,764 (+187%) from 2016

Net Assets

Up

$71,033

Up $46,944 (+195%) from 2016

Liabilities

Up

$2,257

Up $820 (+57%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin80th percentile

Revenue

Up

$186,889

Up $35,736 (+24%) from 2016

Expenses

Down

$139,945

Down $32,468 (-19%) from 2016

Net Income

Up

$46,944

Up $68,204 (+321%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2017

Assets$73,290
Liabilities$2,257
Net Assets$71,033
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$186,889
Expenses$139,945
Net Income$46,944
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 6, 2017
Return Version
2016v3.1
Gross Receipts
$186,889
Mission and Program Overview

Mission

YOUTH SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,972$70,148▲ $57,176
Pledges and Grants Receivable$9,281--
Prepaid Expenses and Deferred Charges$2,878$3,068▲ $190
Land, Buildings, and Equipment, Net$395$74▼ $321
Total Assets$25,526$73,290▲ $47,764
Liabilities
Accounts Payable and Accrued Expenses$1,437$2,257▲ $820
Total Liabilities$1,437$2,257▲ $820
Net Assets / Fund Balance
Unrestricted Net Assets$23,871$70,815▲ $46,944
Temporarily Rstr Net Assets$218$218→ $0
Total Net Assets Fund Balance$24,089$71,033▲ $46,944
Total Liabilities and Net Assets / Fund Balance$25,526$73,290▲ $47,764

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74$34,439$34,513
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sedrick FlukerExecutive DiFT$54,176$54,176

Board Members and Trustees

NameTitle
Nan LloydChairman
Tom DanielsonVice Chairma
Barbara HarrisBoard Member
Carolyn HueyBoard Member
Coretta PittersBoard Member
Corky HawthorneBoard Member
Jerry SailorsBoard Member
Mrs Alex KocherBoard Member
Oliver WashingtonBoard Member
Rosalyn KingBoard Member
Michael JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,857
Program Service Revenue
$0
Investment Income
$32
Other Revenue
$0
All Other Contributions
$71,297
Change in Net Assets
$46,944

Audited Revenue Reconciliation

Revenue per Audited Statements
$186,889
Total Revenue per Audited Statements
$186,889
Total Revenue per Form 990
$186,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$118,206
Other Expenses$21,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,665$5,518-$55,183
Current Officers, Directors, Trustees, and Key Employees$48,759$5,418-$54,177
Payroll Taxes$7,529$837-$8,366
All Other Expenses$2,591$3,595-$6,186
Occupancy$2,128$912-$3,040
Other Expenses$1,955$1,925-$1,925
Travel$117$469-$586
Other Employee Benefits$240$240-$480
Depreciation Depletion$225$96-$321
Interest-$36-$36
Conferences and Meetings$1$13-$14
Total Functional Expenses$113,210$26,735$0$139,945

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$139,945
Total Expenses per Audited Statements$139,945
Total Expenses per Form 990$139,945
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
Audit committee
Yes
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
Phone
3342623141
Address
PO BOX 193, MONTGOMERY, AL 36101-0193

Signing Officer

Name
Sedrick Fluker
Title
Executive Director
Phone
3342623141
Signed
2017-07-06

Organization Details

Principal Officer
Sedrick Fluker
Voting Board Members
11
Independent Board Members
11
Employees
4

Preparer

Firm
Diamond Carmichael & Gary Pa
Address
475 S HULL ST, MONTGOMERY, AL 36104
Preparer
James D Carmichael
Phone
3348347720
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide community support for disadvantaged youth”

Raw XML Appendix387 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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IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0884075
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0186857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0151127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0218163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0202889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125039
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0884075
IRS990ScheduleA/TotalSupportAmt0884369
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/BookValueAmt074
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034439
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034513
IRS990ScheduleD/ExpensesSubtotalAmt0139945
IRS990ScheduleD/RevenueSubtotalAmt0186889
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074
IRS990ScheduleD/TotalExpensesPerForm990Amt0139945
IRS990ScheduleD/TotalRevenuePerForm990Amt0186889
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0186889
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139945
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE COMMUNITY SUPPORT FOR DISADVANTAGED YOUTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE DIRECTOR AND OFFICER REVIEWS BEFORE SIGNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE PHYSICAL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt025526
IRS990/TotalAssetsEOYAmt073290
IRS990/TotalAssetsGrp/BOYAmt025526
IRS990/TotalAssetsGrp/EOYAmt073290
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0186857
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026735
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113210
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139945
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01437
IRS990/TotalLiabilitiesEOYAmt02257
IRS990/TotalLiabilitiesGrp/BOYAmt01437
IRS990/TotalLiabilitiesGrp/EOYAmt02257
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071033
IRS990/TotalOtherProgSrvcExpenseAmt0225
IRS990/TotalProgramServiceExpensesAmt0113210
IRS990/TotalReportableCompFromOrgAmt054176
IRS990/TotalRevenueGrp/ExclusionAmt032
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186889
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073290
IRS990/TravelGrp/ManagementAndGeneralAmt0469
IRS990/TravelGrp/ProgramServicesAmt0117
IRS990/TravelGrp/TotalAmt0586
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt023871
IRS990/UnrestrictedNetAssetsGrp/EOYAmt070815
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 193
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361010193
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYSTEP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEDRICK FLUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342623141
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY STEP FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0630986017
ReturnHeader/Filer/PhoneNum03342623141
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 193
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0361010193
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630634040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIAMOND CARMICHAEL & GARY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 S HULL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348347720
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D CARMICHAEL
ReturnHeader/ReturnTs02018-08-15T18:32:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,290
Liabilities
$2,257
Net assets
$71,033
Revenue
$186,889
Expenses
$139,945
Net income
$46,944
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