Civic Intelligence

Steps Vista Inc Fka Steps Inc

990EZ • Fiscal year 2022 • EIN 83-3922857

Jan 01, 2022 to Dec 31, 2022 • 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.

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

35th percentile

-2.7%

Higher net margin than 35% 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

3rd percentile

-99%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

44th percentile

2.7%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16

Down $2,774 (-99%) from 2021

Net Assets

Down

-$16

Down $2,806 (-101%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

Up

$105,502

Up $2,730 (+2.7%) from 2021

Expenses

Up

$108,308

Up $1,923 (+1.8%) from 2021

Net Income

Up

-$2,806

Up $807 (+22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2022

Assets$16
Liabilities$0
Net Assets-$16
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$105,502
Expenses$108,308
Net Income-$2,806
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 2, 2024
Return Version
2022v5.0
Gross Receipts
$131,987
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.

Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.

Program Services

DescriptionGrantsExpenses
Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.-$68,571
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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$49,292$49,292$26,485$22,807
Total Events$49,292$49,292$26,485$22,807
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.1001

“Advertising and Promotion $11661”

Other Expenses.1002

“Office Expenses $20885”

Other Expenses.1003

“Information Technology $2115”

Other Expenses.1005

“Travel $1505”

Other Expenses.1012

“Insurance $1144”

Other Expenses.1

“Regulatory Fees $1921”

Other Expenses.2

“Bank Fees $506”

Raw XML Appendix171 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/PhoneNum07604456459
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082695
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2806
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02790
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IRS990EZ/OccupancyRentUtltsAndMaintAmt068571
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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/OtherExpensesTotalAmt039737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided a meeting hall for the CIty of Vista community members following 12-Step addiction recovery programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026485
IRS990EZ/SpecialEventsNetIncomeLossAmt022807
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108308
IRS990EZ/TotalProgramServiceExpensesAmt068571
IRS990EZ/TotalRevenueAmt0105502
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://stepsvista.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0163412
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097313
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0260725
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0128738
IRS990ScheduleA/Total509Grp/TotalAmt0260725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260725
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026485
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049292
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022807
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $11661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $20885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $2115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Regulatory Fees $1921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $506
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other 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
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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/ReturnTs02024-02-02T15:47:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMillan
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
$16
Liabilities
$0
Net assets
-$16
Revenue
$105,502
Expenses
$108,308
Net income
-$2,806
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