Civic Intelligence

Steps Vista Inc Fka Steps Inc

990EZ • Fiscal year 2023 • EIN 83-3922857

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 02, 2024

Organization Profilestepsvista.org
1717 E Vista Way 113Vista, CA 92084

(760) 445-6459

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

93681%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$15,005

Up $14,989 (+93681%) from 2022

Net Assets

Up

$15,005

Up $15,021 (+93881%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Down

$63,013

Down $42,489 (-40%) from 2022

Expenses

Down

$47,992

Down $60,316 (-56%) from 2022

Net Income

Up

$15,021

Up $17,827 (+635%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$60K$40K$20K$0-$20KAssets 2020: $6,403Liabilities 2020: $0Net Assets 2020: $6,4032020Assets 2021: $2,790Liabilities 2021: $0Net Assets 2021: $2,7902021Assets 2022: $16Liabilities 2022: $0Net Assets 2022: -$162022Assets 2023: $15,005Liabilities 2023: $0Net Assets 2023: $15,0052023Assets 2024: $28,579Net Assets 2024: $28,5792024Assets 2025: $47,805Net Assets 2025: $47,8052025

Highlighted filing

2023

Assets$15,005
Liabilities$0
Net Assets$15,005
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $44,031Expenses 2020: $46,059Net Income 2020: -$2,0282020Revenue 2021: $102,772Expenses 2021: $106,385Net Income 2021: -$3,6132021Revenue 2022: $105,502Expenses 2022: $108,308Net Income 2022: -$2,8062022Revenue 2023: $63,013Expenses 2023: $47,992Net Income 2023: $15,0212023Revenue 2024: $70,915Expenses 2024: $57,341Net Income 2024: $13,5742024Revenue 2025: $86,550Expenses 2025: $67,324Net Income 2025: $19,2262025

Highlighted filing

2023

Revenue$63,013
Expenses$47,992
Net Income$15,021
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 2, 2024
Return Version
2023v4.0
Gross Receipts
$63,013
Mission and Program Overview

Mission

The organization provides a meeting hall for 12-step recovery programs and community events which promotes and/or supports recovery.

Program Services

DescriptionGrantsExpenses
Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.-$46,746
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Troy WilliamsPresident-$0--
Michael GrandeVice President-$0--
Liam ConaboySecretary-$0--
Bret McMillanTreasurer-$0--
David LeoniDirector-$0--
Lisa FrostDirector-$0--
Filing and Contact Details

Filer

Filer Name
Steps Inc
EIN
83-3922857
Phone
7604456459
Address
1717 E VISTA WAY 113, VISTA, CA 92084

Signing Officer

Name
Bret McMillan
Title
Treasurer
Signed
2024-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Bret McMillan CPA PC
Address
1012 S Coast Hwy Suite L, Oceanside, CA 92054
Preparer
Bret M McMillan
Phone
7604537250
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $162”

Other Expenses.1012

“Insurance $1084”

Other Expenses.1

“Supplies $5851”

Other Expenses.2

“Repair And Maintenance $5504”

Raw XML Appendix160 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/PersonNm0Bret McMillan
IRS990EZ/BooksInCareOfDetail/PhoneNum07604456459
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 E Vista Way STE 113
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vista
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015005
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt015021
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt07564
IRS990EZ/GrossReceiptsAmt063013
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-16
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015005
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015005
IRS990EZ/OccupancyRentUtltsAndMaintAmt035391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Troy Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Grande
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Liam Conaboy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bret McMillan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Leoni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Frost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012601
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization provides a meeting hall for 12-step recovery programs and community events which promotes and/or supports recovery.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046746
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt07564
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047992
IRS990EZ/TotalProgramServiceExpensesAmt046746
IRS990EZ/TotalRevenueAmt063013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://stepsvista.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218861
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0104877
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0323738
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128738
IRS990ScheduleA/Total509Grp/TotalAmt0323738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0323738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $5851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Repair And Maintenance $5504
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bret McMillan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Steps Inc
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0833922857
ReturnHeader/Filer/PhoneNum07604456459
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 E VISTA WAY 113
ReturnHeader/Filer/USAddress/CityNm0VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092084
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842011138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bret McMillan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01012 S Coast Hwy Suite L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07604537250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bret M McMillan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-02T15:48:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMillan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,005
Liabilities
$0
Net assets
$15,005
Revenue
$63,013
Expenses
$47,992
Net income
$15,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.87$0.67$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.71$0.57$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.63$0.48$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.06$1.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.03$1.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.44$0.46$0.02