Civic Intelligence

Step Smart Collier Inc.

990EZ • Fiscal year 2022 • EIN 81-3465371

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 20, 2023

Organization ProfileWWW.STEPSSMARTCOLLIER.ORG
5258 Golden Gate PkwyNaples, FL 34116

(239) 234-5290

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-188%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-53%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$12,427

Down $14,107 (-53%) from 2021

Net Assets

Down

$12,427

Down $14,107 (-53%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$7,500

Down $7,600 (-50%) from 2021

Expenses

Up

$21,607

Up $3,916 (+22%) from 2021

Net Income

Down

-$14,107

Down $11,516 (-444%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60K$40K$20K$0Assets 2017: $45,312Liabilities 2017: $0Net Assets 2017: $45,3122017Assets 2018: $49,151Liabilities 2018: $0Net Assets 2018: $49,1512018Assets 2019: $46,081Liabilities 2019: $0Net Assets 2019: $46,0812019Assets 2020: $29,125Liabilities 2020: $0Net Assets 2020: $29,1252020Assets 2021: $26,534Liabilities 2021: $0Net Assets 2021: $26,5342021Assets 2022: $12,427Liabilities 2022: $0Net Assets 2022: $12,4272022

Highlighted filing

2022

Assets$12,427
Liabilities$0
Net Assets$12,427
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20KRevenue 2017: $35,852Expenses 2017: $13,912Net Income 2017: $21,9402017Revenue 2018: $21,500Expenses 2018: $17,661Net Income 2018: $3,8392018Revenue 2019: $23,150Expenses 2019: $26,220Net Income 2019: -$3,0702019Revenue 2020: $7,900Expenses 2020: $23,272Net Income 2020: -$15,3722020Revenue 2021: $15,100Expenses 2021: $17,691Net Income 2021: -$2,5912021Revenue 2022: $7,500Expenses 2022: $21,607Net Income 2022: -$14,1072022

Highlighted filing

2022

Revenue$7,500
Expenses$21,607
Net Income-$14,107
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 20, 2023
Return Version
2022v5.0
Gross Receipts
$7,500
Mission and Program Overview

Mission

To reduce falls among collier county seniors that result in injury, disability or death.

DESCRIBE IN SCHEDULE O

Program Services

DescriptionGrantsExpenses
INCREASING AWARENESS OF FALLS AND INJURY OF SENIORS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE HAVILANDPresident/CEO-$0--
STEPHANIE GOMEZTreasurer/Exc DirectorPT$0--
SYNDI BULTMANDirector-$0--
ADAM CORCORANDirector-$0--
JOHN C GOEDE ESQDirector-$0--
DAVE BOERKOALDirector-$0--
LOWELL GERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Step Smart Collier Inc
EIN
81-3465371
Phone
2392345290
Address
5258 GOLDEN GATE PKWY, NAPLES, FL 34116

Signing Officer

Name
Stephanie Gomez
Title
President
Phone
2392345290
Signed
2023-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Business Plus Tax Solutions Inc
Address
5258 GOLDEN GATE PKWY SUITE 106, NAPLES, FL 34116
Preparer
Kenneth Duffy Jr
Phone
2396439968
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 188”

Form 990-EZ, Part I, Line 16, Other Expenses

“Depreciation 318”

Form 990-EZ, Part I, Line 16, Other Expenses

“License 61”

Form 990-EZ, Part I, Line 16, Other Expenses

“Contract service 5,500”

Form 990-EZ, Part I, Line 16, Other Expenses

“Marketing expense 13,262”

Form 990-EZ, Part I, Line 16, Other Expenses

“Website 462”

Form 990-EZ, Part II, Line 24, Other Assets

“MACHINERY AND EQUIPMENT Beginning of year 8,269, End of year 7,952”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SUE HAVILAND
IRS990EZ/BooksInCareOfDetail/PhoneNum04436770389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08658 MUSTANG DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018265
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04475
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14107
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012427
IRS990EZ/GrossReceiptsAmt07500
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012427
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012427
IRS990EZ/OccupancyRentUtltsAndMaintAmt01266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE HAVILAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SYNDI BULTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM CORCORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN C GOEDE ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE BOERKOAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LOWELL GERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/EXC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08269
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07952
IRS990EZ/OtherExpensesTotalAmt019791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DESCRIBE IN SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INCREASING AWARENESS OF FALLS AND INJURY OF SENIORS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt021607
IRS990EZ/TotalRevenueAmt07500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STEPSSMARTCOLLIER.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt075150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021500
IRS990ScheduleA/Total509Grp/TotalAmt075150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021536
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075186
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Telephone 188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2License 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contract service 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing expense 13,262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website 462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MACHINERY AND EQUIPMENT Beginning of year 8,269, End of year 7,952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GOMEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02392345290
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEP SMART COLLIER INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0813465371
ReturnHeader/Filer/PhoneNum02392345290
ReturnHeader/Filer/USAddress/AddressLine1Txt05258 GOLDEN GATE PKWY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472664559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSINESS PLUS TAX SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05258 GOLDEN GATE PKWY SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034116
ReturnHeader/PreparerPersonGrp/PhoneNum02396439968
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH DUFFY JR
ReturnHeader/ReturnTs02023-06-20T11:19:37-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOMEZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,427
Liabilities
$0
Net assets
$12,427
Revenue
$7,500
Expenses
$21,607
Net income
-$14,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$7.50$21.6$14.1
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$15.1$17.7$2.59
2020Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$7.90$23.3$15.4
2019Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$23.2$26.2$3.07
2018Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$21.5$17.7$3.84
2017Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$35.9$13.9$21.9