Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2011.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
94 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
20 people listed on the 990; $1.1M paid to officers and key staff.
Lisa R Bates’s $211K as CEO is at the 49th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Lisa R Bates | $211,327 | $203,500 | — | — | — |
| Lisa Bates | — | — | $203,310 | $185,000 | $186,500 |
| Rachel Wickland | $151,375 | — | — | — | — |
| Roseanne Lopez | $151,375 | — | — | — | — |
| Tamu Nolfo Green | — | — | — | $150,350 | $142,968 |
| Rachel Bereza | — | $136,458 | — | — | — |
| Michael J Colton | $135,450 | $127,416 | $76,667 | — | — |
| Trent Simmons | $126,146 | $121,760 | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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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 15aYes
Programs and updates
Ending homelessness by leading, partnering, and using data to improve systems.
Questions for Sacramento Steps Forward
Your first name shows with your question. Sacramento Steps Forward answers here, for everyone.
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Facilitate Access to Shelter, Housing & ServicesINCREASED THE CAPACITY OF THE COORDINATED ACCESS SYSTEM:The Coordinated Access System (CAS) was launched through a partnership among Sacramento Steps Forward, 2-1-1, the City of Sacramento, and Sacramento County.
Increase Capacity & KnowledgeFacilitated the Sacramento Homeless Policy Council:The Sacramento Homeless Policy Council (SHPC) was established to foster regional collaboration among leaders to combat homelessness.
Lead Community-wide Planning & Engagement COORDINATED A REGIONAL PLAN TO RESOLVE HOMELESSNESS:The Sacramento Local Homeless Action Plan (LHAP) was laaunched in 2022. Sacramento Steps Forward spearheaded this initiative in collaboration with the Sacramento City and County Continuum of Care, Sacramento County, City of Sacramento, and…
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $18.7M | $13.5M |
| InvestmentsLn 11–13 | $4.7M | $5.0M |
| Land, buildings, equipmentLn 10c | $39K | $19K |
| Total assetsLn 16 | $27.9M | $24.5M |
| LiabilitiesLn 26 | $2.5M | $5.4M |
| Net assetsLn 32 | $25.4M | $19.1M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $14.5M | $14.5M | ||
| Grants to domestic individualsLn 2 | $0 | |||
| Grants and assistance to foreign recipientsLn 3 | $0 | |||
| Benefits paid to or for membersLn 4 | $0 | |||
| Pay of current officers, directors and key staffLn 5 | $688K | $551K | $138K | |
| Pay of disqualified personsLn 6 | $0 | |||
| Other salaries and wagesLn 7 | $4.1M | $3.3M | $797K | |
| Pension plan contributionsLn 8 | $45K | $13K | $31K | |
| Other employee benefitsLn 9 | $486K | $409K | $77K | |
| Payroll taxesLn 10 | $369K | $298K | $70K | |
| Management feesLn 11a | $0 | |||
| Legal feesLn 11b | $155K | $63K | $92K | |
| Accounting feesLn 11c | $0 | |||
| Lobbying feesLn 11d | $0 | |||
| Professional fundraising feesLn 11e | $0 | |||
| Investment management feesLn 11f | $0 | |||
| Other fees for servicesLn 11g | $1.3M | $1.1M | $154K | |
| Advertising and promotionLn 12 | $0 | |||
| Office expensesLn 13 | $26K | $10K | $16K | |
| Information technologyLn 14 | $42K | $27K | $14K | |
| RoyaltiesLn 15 | $0 | |||
| OccupancyLn 16 | $145K | $145K | ||
| TravelLn 17 | $34K | $21K | $12K | |
| Travel and entertainment for public officialsLn 18 | $0 | |||
| Conferences, conventions and meetingsLn 19 | $0 | |||
| InterestLn 20 | $0 | |||
| Payments to affiliatesLn 21 | $0 | |||
| Depreciation, depletion and amortizationLn 22 | $20K | $20K | ||
| InsuranceLn 23 | $34K | $34K | ||
| Other expenses (24a–d)Ln 24 | $8.0M | $7.8M | $154K | |
| All other expensesLn 24e | $285K | $167K | $118K | |
| Total functional expensesLn 25 | $30.2M | $28.3M | $1.9M | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $24.3M | $30.2M | −$5.9M | $19.1M | 990 PDF |
| FY2023 | $38.1M | $26.2M | $11.9M | $25.4M | 990 PDF |
| FY2022 | $20.3M | $20.0M | $372K | $13.1M | 990 PDF |
| FY2021 | $24.2M | $18.1M | $6.2M | $13.4M | 990 PDF |
| FY2020 | $22.3M | $16.1M | $6.2M | $7.4M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $24,261,724 revenue, 12 lines filed
Part VI · Governance 12 of 12 board members independent, no flags
Part VIII · Statement of revenue $24,261,724 across 10 lines filed
Part IX · Statement of functional expenses $30,157,356 across 31 lines filed
Part X · Balance sheet $24,466,304 assets, 21 lines filed
Part XI · Reconciliation of net assets $19,055,729 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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