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Step Miami Branch INC

Not tax-deductible

Miami, FL501(c)(6)Since 2000EducationEIN 04-3606164

The step miami branch provides members with a local, national and international learning and buisness network focusing on the responsible stewardship of assets. Step provides education, training and representation for members.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $8K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$732
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$617K
+11% vs prior year
Spent
$522K
To programs
100%
Net assets
$239K
By yearFY2020–FY2025
Revenue
$617K
FY2025▲ +11%
Revenue by fiscal year
FY2020$393K
FY2021$28K
FY2022$38K
FY2023$498K
FY2024$441K
FY2025$555K
FY2025$617K
Expenses
$522K
FY2025▼ -3%
Expenses by fiscal year
FY2020$322K
FY2021$74K
FY2022$115K
FY2023$433K
FY2024$523K
FY2025$537K
FY2025$522K
Net assets
$239K
FY2025▲ +65%
Net assets by fiscal year
FY2020$266K
FY2021$221K
FY2022$144K
FY2023$209K
FY2024$127K
FY2025$145K
FY2025$239K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $522K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
Sarah Jacobson
Branch Committee Member
$0Pt VII · Sec A
Anabella Murillo
Branch Chair
$0Pt VII · Sec A
Megan E Campos
Branch Treasurer
$0Pt VII · Sec A
Maria M Toledo
Edi Officer
$0Pt VII · Sec A
Arthur J Dichter
Events Officer
$0Pt VII · Sec A
Oscar Guerra
Membership Officer
$0Pt VII · Sec A
John-Michael Lenahan
Program Officer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Step Miami Branch INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports member education and raises funds for training and representation.

Provided by the organization

This section is blank until Step Miami Branch INC claims this page.

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1 program service account for $522K of program spending, described in the organization's own filed words · FY2025.
01

Members received the wealth structuring news digest, an email newsletter which provides links to major news and updates for international and domestic tax in the trust and estate area. During the fiscal year ending march 31, 2026, the branch held 11 events, either webinars or in-person luncheons with an average of 90 attendees.

$522Kprogram expense

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By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$617K
Ln 12
Fees for servicesLn 2g$617K
Money outPt IX
$522K
Ln 25
Programscol B$522K
Owns and owesPt X
$239K
net assets · Ln 32
Cash and savingsLn 1–2$189K
Total assetsLn 16$240K
LiabilitiesLn 26$732
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$617K
Total revenueLn 12$617K
Assets in detailPt X, end of year
CashLn 1$189K
Cash and savings togetherLn 1–2$189K
Total assetsLn 16$240K
LiabilitiesLn 26$732
Net assetsLn 32$239K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$105K$189K
Total assetsLn 16$146K$240K
LiabilitiesLn 26$1K$732
Net assetsLn 32$145K$239K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$112K$112K
Office expensesLn 13$327$327
Conferences, conventions and meetingsLn 19$373K$373K
Other expenses (24a–d)Ln 24$31K$31K
Total functional expensesLn 25$522K$522K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 $555K$537K$18K$145K 990 PDF
FY2024 $441K$523K−$82K$127K 990 PDF
FY2023 $498K$433K$65K$209K 990 PDF
FY2022 $38K$115K−$77K$144K 990 PDF
FY2021 $28K$74K−$45K$221K 990 PDF
FY2020 $393K$322K$72K$266K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $616,525 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $616,525$616,525
VIII-12 Total revenueRelated to mission $616,525 · Unrelated business $0 · Excluded from tax $0$616,525
Part IX · Statement of functional expenses $522,183 across 5 lines filed
IX-11c Accounting feesPrograms $6,000$6,000
IX-11g Other fees for servicesPrograms $112,368$112,368
IX-13 Office expensesPrograms $327$327
IX-19 Conferences, conventions and meetingsPrograms $372,843$372,843
IX-24 Other expenses (24a–d)Programs $30,645$30,645
IX-25 Total functional expensesPrograms $522,183 · Management $0 · Fundraising $0$522,183
Part X · Balance sheet $239,779 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $104,846$188,779
X-4 Accounts receivableStart of year $7,000$16,000
X-9 Prepaid expenses and deferred chargesStart of year $34,024$35,000
X-16 Total assetsStart of year $145,870$239,779
X-17 Accounts payable and accrued expenses$732
X-25 Other liabilitiesStart of year $1,165$0
X-26 Total liabilitiesStart of year $1,165$732
X-32 Total net assets or fund balancesStart of year $144,705$239,047
X-33 Total liabilities and net assetsStart of year $145,870$239,779
Part XI · Reconciliation of net assets $239,047 net assets at year end
XI-1 Total revenue$616,525
XI-2 Total expenses$522,183
XI-3 Revenue less expenses$94,342
XI-4 Net assets at start of year$144,705
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$239,047

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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