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Step Miami Branch INC FY2023 filing

Not tax-deductible

Miami, FL501(c)(6)Since 2000Education EIN 04-3606164Revenue $498K in FY2023Latest return filed Aug 13, 2026

On file with the IRSstep.org/branches/step-miamiPo Box 560622, 33256-0622 · Miami, FLTax-exempt since Jun 2011

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 7
filings with a surplus
Average surplus $6K a year · 2% of revenue · last 7 filings
Worth a look: a surplus in 4 of the last 7 filings.
Pt I · Ln 19 · 7 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
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$48K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$498K
×13 vs prior year
Spent
$433K
To programs
100%
Net assets
$209K
By yearFY2020–FY2026
Revenue
$498K
FY2023▲ ×13
Tap a bar for its year
Revenue by fiscal year
FY2020$393K
FY2021$28K
FY2022$38K
FY2023$498K
FY2024$441K
FY2025$555K
FY2026$617K
Expenses
$433K
FY2023▲ +278%
Tap a bar for its year
Expenses by fiscal year
FY2020$322K
FY2021$74K
FY2022$115K
FY2023$433K
FY2024$523K
FY2025$537K
FY2026$522K
Net assets
$209K
FY2023▲ +45%
Tap a bar for its year
Net assets by fiscal year
FY2020$266K
FY2021$221K
FY2022$144K
FY2023$209K
FY2024$127K
FY2025$145K
FY2026$239K

From the FY2023 Form 990 (year ending March 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. 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% · $433K

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

Something off? Claim to add context

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Jennifer Wioncek
Student Liaison Officer
$0Pt VII · Sec A
Rahul Ranadive
Events Officer
$0Pt VII · Sec A
John Harris
Events Officer
$0Pt VII · Sec A
Arthur J Dichter
Committee Member
$0Pt VII · Sec A
Fabio Concesi
Branch Chair
$0Pt VII · Sec A
Maria M Toledo
Committee Member
$0Pt VII · Sec A
Diego Y Polenghi
Committee Member
$0Pt VII · Sec A
Madelayne Cordero
Branch Vice Chair
$0Pt VII · Sec A
See Step Miami Branch INC executive salaries →

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.

Questions for Step Miami Branch INC

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Your first name shows with your question. Step Miami Branch INC answers here, for everyone.

1 program · $433K · in their own filed words · FY2022
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, 2023, the branch held 8 webinars and in-person luncheons with an average of 82 attendees.

$433Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$498K
Ln 12
Fees for servicesLn 2g$498K
Money outPt IX
$433K
Ln 25
Programscol B$433K
Owns and owesPt X
$209K
net assets · Ln 32
Cash and savingsLn 1–2$178K
Total assetsLn 16$257K
LiabilitiesLn 26$48K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$498K
Total revenueLn 12$498K
Assets in detailPt X, end of year
CashLn 1$178K
Cash and savings togetherLn 1–2$178K
Total assetsLn 16$257K
LiabilitiesLn 26$48K
Net assetsLn 32$209K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderMarch
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 FY23End FY23
Cash and savingsLn 1–2$346K$178K
Total assetsLn 16$586K$257K
LiabilitiesLn 26$442K$48K
Net assetsLn 32$144K$209K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$63K$63K
Office expensesLn 13$689$689
Conferences, conventions and meetingsLn 19$351K$351K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$7K$7K
Total functional expensesLn 25$433K$433K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 LatestFiled with the IRS Aug 13, 2026 $617K$522K$94K$239K 990 PDF
FY2025Filed with the IRS Jul 6, 2025 $555K$537K$18K$145K 990 PDF
FY2024Filed with the IRS Jul 1, 2024 $441K$523K−$82K$127K 990 PDF
FY2023 ViewingFiled with the IRS Aug 2, 2023 $498K$433K$65K$209K 990 PDF
FY2022Filed with the IRS Feb 1, 2023 $38K$115K−$77K$144K 990 PDF
FY2021Filed with the IRS Dec 14, 2021 $28K$74K−$45K$221K 990 PDF
FY2020Filed with the IRS Jan 26, 2021 $393K$322K$72K$266K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $498,213 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $37,860$498,213
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $37,860$498,213
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $114,506$433,166
I-18 Total expensesPrior year $114,506$433,166
I-19 Revenue less expensesPrior year −$76,646$65,047
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $498,213 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $498,213$498,213
VIII-12 Total revenueRelated to mission $498,213 · Unrelated business $0 · Excluded from tax $0$498,213
Part IX · Statement of functional expenses $433,166 across 6 lines filed
IX-11c Accounting feesPrograms $6,750$6,750
IX-11g Other fees for servicesPrograms $62,900$62,900
IX-13 Office expensesPrograms $689$689
IX-19 Conferences, conventions and meetingsPrograms $351,468$351,468
IX-23 InsurancePrograms $4,269$4,269
IX-24 Other expenses (24a–d)Programs $7,090$7,090
IX-25 Total functional expensesPrograms $433,166 · Management $0 · Fundraising $0$433,166
Part X · Balance sheet $257,227 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $346,303$177,508
X-9 Prepaid expenses and deferred chargesStart of year $73,767$79,719
X-16 Total assetsStart of year $585,850$257,227
X-17 Accounts payable and accrued expensesStart of year $6,901$47,931
X-19 Deferred revenueStart of year $434,700$0
X-26 Total liabilitiesStart of year $441,601$47,931
X-32 Total net assets or fund balancesStart of year $144,249$209,296
X-33 Total liabilities and net assetsStart of year $585,850$257,227
Part XI · Reconciliation of net assets $209,296 net assets at year end
XI-1 Total revenue$498,213
XI-2 Total expenses$433,166
XI-3 Revenue less expenses$65,047
XI-4 Net assets at start of year$144,249
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$209,296

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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