Civic Intelligence

Stepping Stones Foundation Inc

EIN 86-0542919 • 501(c)3 • Prescott Valley, AZ

Profile

24/7 helpline, emergency shelter, transitional safe living program & 24/7 advocacy for women & their children who have been victims of domestic violence, sexual assault, economic exploitation/deprivation

2651 N Industrial Way Ste APrescott Valley, AZ 86314

www.steppingstonesaz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.67x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,241,284

Up $522,215 (+30%) from 2023

Liabilities

Down

$1,117,072

Down $66,500 (-5.6%) from 2023

Net Assets

Up

$1,124,212

Up $588,715 (+110%) from 2023

Revenue

Up

$1,663,861

Up $907,475 (+120%) from 2023

Expenses

Up

$1,077,772

Up $346,868 (+47%) from 2023

Net Income

Up

$586,089

Up $560,607 (+2200%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $344,803Liabilities 2011: $396,235Net Assets 2011: -$51,4322011Assets 2012: $333,027Liabilities 2012: $397,519Net Assets 2012: -$64,4922012Assets 2013: $366,079Liabilities 2013: $395,075Net Assets 2013: -$28,9962013Assets 2014: $366,405Liabilities 2014: $395,667Net Assets 2014: -$29,2622014Assets 2015: $346,661Liabilities 2015: $35,025Net Assets 2015: $311,6372015Assets 2016: $357,253Liabilities 2016: $13,752Net Assets 2016: $343,5012016Assets 2017: $352,620Liabilities 2017: $21,832Net Assets 2017: $330,7882017Assets 2018: $335,749Liabilities 2018: $20,158Net Assets 2018: $315,5912018Assets 2019: $298,430Liabilities 2019: $15,948Net Assets 2019: $282,4822019Assets 2020: $572,977Liabilities 2020: $18,046Net Assets 2020: $554,9312020Assets 2021: $521,808Liabilities 2021: $18,803Net Assets 2021: $503,0052021Assets 2022: $493,993Liabilities 2022: $24,759Net Assets 2022: $469,2342022Assets 2023: $1,719,069Liabilities 2023: $1,183,572Net Assets 2023: $535,4972023Assets 2024: $2,241,284Liabilities 2024: $1,117,072Net Assets 2024: $1,124,2122024

Highlighted filing

2024

Assets$2,241,284
Liabilities$1,117,072
Net Assets$1,124,212

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $323,094Expenses 2011: $315,574Net Income 2011: $7,5202011Revenue 2012: $287,630Expenses 2012: $300,690Net Income 2012: -$13,0602012Revenue 2013: $357,132Expenses 2013: $321,701Net Income 2013: $35,4312013Revenue 2014: $319,411Expenses 2014: $319,677Net Income 2014: -$2662014Revenue 2015: $736,750Expenses 2015: $377,101Net Income 2015: $359,6492015Revenue 2016: $493,029Expenses 2016: $457,429Net Income 2016: $35,6002016Revenue 2017: $516,710Expenses 2017: $530,808Net Income 2017: -$14,0982017Revenue 2018: $543,400Expenses 2018: $550,020Net Income 2018: -$6,6202018Revenue 2019: $518,545Expenses 2019: $509,138Net Income 2019: $9,4072019Revenue 2020: $795,464Expenses 2020: $599,074Net Income 2020: $196,3902020Revenue 2021: $584,203Expenses 2021: $636,130Net Income 2021: -$51,9272021Revenue 2022: $705,710Expenses 2022: $673,298Net Income 2022: $32,4122022Revenue 2023: $756,386Expenses 2023: $730,904Net Income 2023: $25,4822023Revenue 2024: $1,663,861Expenses 2024: $1,077,772Net Income 2024: $586,0892024

Highlighted filing

2024

Revenue$1,663,861
Expenses$1,077,772
Net Income$586,089

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$1.12$1.12$1.66$1.08$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.72$1.18$0.54$0.76$0.73$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.71$0.67$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.58$0.64$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.80$0.60$0.20
2019Summary only. Only limited summary data is available for this year.$0.30$0.02$0.28$0.52$0.51$0.01
2018Summary only. Only limited summary data is available for this year.$0.34$0.02$0.32$0.54$0.55$0.01
2017Summary only. Only limited summary data is available for this year.$0.35$0.02$0.33$0.52$0.53$0.01
2016Summary only. Only limited summary data is available for this year.$0.36$0.01$0.34$0.49$0.46$0.04
2015Summary only. Only limited summary data is available for this year.$0.35$0.04$0.31$0.74$0.38$0.36
2014Summary only. Only limited summary data is available for this year.$0.37$0.40$0.03$0.32$0.32$0.00
2013Summary only. Only limited summary data is available for this year.$0.37$0.40$0.03$0.36$0.32$0.04
2012Summary only. Only limited summary data is available for this year.$0.33$0.40$0.06$0.29$0.30$0.01
2011Summary only. Only limited summary data is available for this year.$0.34$0.40$0.05$0.32$0.32$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$1,663,861
Mission and Program Overview

Mission

24/7 Helpline, Emergency Shelter, Transitional Living Program 24/7 Advocacy for women children who have been victims of domestic violence, sexual assault, economic exploitation/deprivation or any type of victimization and needing our specialized therapeutic/advocacy services

24/7 helpline, emergency shelter, transitional safe living program & 24/7 advocacy for women & their children who have been victims of domestic violence, sexual assault, economic exploitation/deprivation

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$1,109,594$1,061,842▼ $47,752
Cash and Non-Interest-Bearing Accounts$249,898$720,542▲ $470,644
Land, Buildings, and Equipment, Net$252,988$277,413▲ $24,425
Accounts Receivable$56,589$128,861▲ $72,272
Savings and Temporary Cash Investments$50,000$52,626▲ $2,626
Total Assets$1,719,069$2,241,284▲ $522,215
Liabilities
Other Liabilities$1,159,301$1,113,978▼ $45,323
Accounts Payable and Accrued Expenses$22,671$2,004▼ $20,667
Deferred Revenue$1,600$1,090▼ $510
Total Liabilities$1,183,572$1,117,072▼ $66,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$535,497$1,124,212▲ $588,715
Total Net Assets Fund Balance$535,497$1,124,212▲ $588,715
Total Liabilities and Net Assets / Fund Balance$1,719,069$2,241,284▲ $522,215

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$54,126$224,238$278,364
Land$116,666-$116,666
Leasehold Improvements$90,024$11,166$101,190
Equipment$13,055$38,771$51,826
Other Land Buildings$3,542$7,358$10,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alva SanchezVP of OperationstreasurerPT$12,703$54,075$66,778
Cori BurkeVP of ServicesdirectorFT$64,811-$64,811
Alexis MillerVP of OperationsdirectorPT$31,168$33,589$64,757
Denise MerrittVP of HrsecretaryPT$18,701$46,027$64,728

Board Members and Trustees

NameTitle
Ginger JohnsonChairperson
Robin C BurkePresident
Robert MooreVice Chairperson
Dee MillerDirector
Ernie RoyDirector
Patricia RobisonDirector
Shenda FinkDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,582,970
Program Service Revenue
$75,038
Investment Income
$5,853
Other Revenue
$0
All Other Contributions
$555,835
Change in Net Assets
$586,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,663,861
Revenue Not Reported on Form 990
$2,626
Total Revenue per Audited Statements
$1,666,487
Total Revenue per Form 990
$1,663,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$461,730
Other Expenses$317,065
Grants and Similar Amounts Paid$298,977
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$298,977--$298,977
Other Salaries and Wages$233,659$32,226-$265,885
Current Officers, Directors, Trustees, and Key Employees$127,625--$127,625
Occupancy$108,915$8,111-$117,026
Other Employee Benefits$35,202$2,340-$37,542
Insurance$31,888$974-$32,862
Payroll Taxes$28,115$2,563-$30,678
Other Expenses$25,394--$25,394
Depreciation Depletion$21,574--$21,574
Office Expenses$19,102--$19,102
Information Technology$16,679--$16,679
Fees for Services Accounting$13,479$3,144-$16,623
Fees for Services Management$11,315--$11,315
Interest-$4,236-$4,236
All Other Expenses$3,084$13-$3,097
Fees for Services Other$1,023--$1,023
Fees for Services Legal$98--$98
Total Functional Expenses$1,024,165$53,607$0$1,077,772

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,077,772
Total Expenses per Audited Statements$1,077,772
Total Expenses per Form 990$1,077,772
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gratitude Foundation IncPrescott Valley, AZ501c3Paid Off Rockland Dr Duplex Mortgage$190,000
Step One FoundationPrescott Valley, AZ501c3Support Paid Job Training$108,977
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$1,094,664
Accrued Payroll and Payroll Taxes$19,314
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The president, robin burke, is the mother of vp of services cori burke. Both are on the board of directors.

Form 990 governing body review Part VI line 11

Voting members review the complete 990. They vote to submit or amend upon first visit. After requested amendments are made, voting members review again and vote on final submission. All reviews, votes and copies of the 990s are attached to the board minutes.

Conflict of interest policy compliance Part VI line 12C

At the annual board meeting in march, all board members fill out a new conflict of interest exposure form. These forms are reviewed, any conflicts are exposed, and all signed forms are kept in board permanent records. Then, at each board meeting, any new conflict of interest disclosures are reviewed for justification and approval. If approved, disclosures are read into the minutes. Conflict of interest disclosure forms are then completed and signed by board members and submitted as attachments to the minutes. Conflict of interest disclosure forms are also kept in aggregate in the master board records.

CEO executive director top management comp Part VI line 15A

Process to determine ceo compensation is completed by 2 designated board members. Ceos compensation has been fixed since 2003.

Governing documents etc available to public Part VI line 19

We make our governing documents, conflict of interest policy, or financial statements available to the public upon appropriate request, e.g. State oversight entities, our financial partners, etc. All requests must be reviewed and approved by the ceo prior to making documents available.

Filing and Contact Details

Filer

Filer Name
Stepping Stones Foundation Inc
EIN
86-0542919
In Care Of
% ALVA SANCHEZ
Address
2651 N INDUSTRIAL WAY STE A, PRESCOTT VALLEY, AZ 86314

Signing Officer

Name
Alva Sanchez
Title
Director of Operations
Phone
9287724184
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
7
Employees
21
Volunteers
14

Preparer

Firm
Sc Audit & Accounting Solutions LLC
Address
1565 PLAZA WEST DR, Prescott, AZ 86303
Preparer
John Sullivan
Phone
9287786760
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

We provide 24/7/365 residential, advocacy, and support services to adult & child victims. In 2024, we served 44 adults & 45 children in our emergency shelter program. 16 families participated in our transitional safe living program. Another 62 women & 4 men were provided services through our community-based advocacy program. Advocates took over 2,100 calls on our 24/7 helpline. Advocates provided 1,475 hours of support groups & 6,465 hours of face-to-face support, including counseling, legal assistance, & criminal justice advocacy. We provided 9,000 bednights and 18,700+ meals & snacks. 100% of families we served with housing were tanf eligible & 92% were at 50% or below poverty level according to the most current az dept of housing hud charts. Anonymous completion surveys compiled & reported 100% of clients have increased knowledge of domestic violence & its effects on their lives; 98% say safety has improved; 100% know how to plan for continued safety. 100% say they know how to access ongoing justice advocacy; 100% have increased feelings of well-being. We provided 200 hours of community education programs on domestic violence & how to access services.

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