To end homelessness through leadership, convening partners, data-driven best practices, and improving system performance.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$615K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $3.7M a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$615K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $1.1M
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.3M
Spent
$16.1M
To programs
94%
Net assets
$7.4M
By yearFY2020–FY2024
Revenue
$22.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$22.3M
FY2021$24.2M
FY2022$20.3M
FY2023$38.1M
FY2024$24.3M
Expenses
$16.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$16.1M
FY2021$18.1M
FY2022$20.0M
FY2023$26.2M
FY2024$30.2M
Net assets
$7.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.4M
FY2021$13.4M
FY2022$13.1M
FY2023$25.4M
FY2024$19.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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.

Program services 94% · $15.2M Management & general 5% · $829K Fundraising 1% · $94K

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

15 people listed on the 990; $615K paid to officers and key staff.

Part VII, Section A · reportable compensation
$186,500Pt VII · Sec A
Sys Perf. Advisor
$142,968Pt VII · Sec A
$99,788Pt VII · Sec A
$93,053Pt VII · Sec A
$92,983Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
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.

See Sacramento Steps Forward 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 15aYes

Programs and updates

Ending homelessness by leading, partnering, and using data to improve systems.

Questions for Sacramento Steps Forward

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Provided by the organization

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3 programs · $15.2M · in their own filed words · FY2020
01

Supportive Housing ProgramsAs the lead agency addressing homelessness in Sacramento County, Sacramento Steps Forward is responsible for distributing and managing federal funds granted by the United States Department of Housing and Urban Development.

$12.4Mprogram expense
02

Other ProgramsWinter Sanctuary is a seasonal emergency-shelter program for homeless men and women. Each winter, cold and wet weather conditions threaten the lives of the homeless who live on Sacramento-area streets.

$2.7Mprogram expense
03

Outreach NaviagtorsCoordinated Entry System is a coordinated assessment and housing placement system focusing on the chronically homeless. Individuals are placed in permanent supportive housing with appropriate services utilizing an integrated outreach team.

$181Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$1.1M
Grants paid · 43 grants · $64.8M · 2020–2024
Shelter INCCA · FY2024$4,666,931
SaehcCA · FY2024$4,294,898
Sacramento Cottage Housing INCCA · FY2024$303,587
My Sisters HouseCA · FY2024$250,923
Waking the VillageCA · FY2024$107,979
SaehcCA · FY2023$3,552,651
Volunteers of AmericaCA · FY2023$3,048,052
Sacramento Self-Help Housing INCCA · FY2023$1,080,250
Sacramento Cottage Housing INCCA · FY2023$311,526
My Sisters HouseCA · FY2023$236,995
Shelter INCCA · FY2023$227,877
SaehcCA · FY2022$3,580,436
See all 43 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$22.3M
Ln 12
Gifts and grantsLn 1h$22.0M
Fees for servicesLn 2g$226K
Other incomeLn 4–11$23K
Money outPt IX
$16.1M
Ln 25
Programscol B$15.2M
Managementcol C$829K
Fundraisingcol D$94K
Owns and owesPt X
$7.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.0M
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
15
listed · VII A
PaidVII A5
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$22.0M
Government grantsLn 1e$21.6M
Fees for servicesLn 2g$226K
Investment incomeLn 3$22K
Other incomeLn 4–11$23K
Gains on assetsLn 7$0
Total revenueLn 12$22.3M
Assets in detailPt X, end of year
CashLn 1$7.0M
SavingsLn 2$0
Cash and savings togetherLn 1–2$7.0M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$17K
Other assetsLn 15$15K
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.8M
Net assetsLn 32$7.4M
OperationsPt I, VI
EmployeesI 536
VolunteersI 6900
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.0M$7.0M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$29K$17K
Total assetsLn 16$3.5M$9.3M
LiabilitiesLn 26$2.3M$1.8M
Net assetsLn 32$1.3M$7.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12.8M$12.8M
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$472K$335K$122K$15K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.5M$1.0M$376K$46K
Pension plan contributionsLn 8$38K$38K$191
Other employee benefitsLn 9$151K$114K$35K$2K
Payroll taxesLn 10$154K$107K$42K$5K
Management feesLn 11a$0
Legal feesLn 11b$24K$12K$13K
Accounting feesLn 11c$25K$25K$225
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$746K$636K$110K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$34K$12K$16K$5K
Information technologyLn 14$25K$13K$12K
RoyaltiesLn 15$0
OccupancyLn 16$96K$57K$38K
TravelLn 17$21K$18K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$3K$3K$269
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$60K$851$40K$19K
All other expensesLn 24e$7K$5K$2K
Total functional expensesLn 25$16.1M$15.2M$829K$94K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $22.3M$16.1M$6.2M$7.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $22,291,647 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $25,931,382$22,020,162
I-9 Program service revenuePrior year $390,658$226,205
I-10 Investment income$22,181
I-11 Other revenue$23,099
I-12 Total revenuePrior year $26,322,040$22,291,647
I-13 Grants and similar amounts paidPrior year $23,233,682$12,786,950
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,807,443$2,270,805
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,038,970$1,073,782
I-18 Total expensesPrior year $26,080,095$16,131,537
I-19 Revenue less expensesPrior year $241,945$6,160,110
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $22,291,647 across 11 lines filed
VIII-1e Government grants$21,647,687
VIII-1f All other contributions, gifts and grants$372,475
VIII-1h Total contributions, gifts and grants$22,020,162
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $226,205$226,205
VIII-3 Investment incomeExcluded from tax $22,181$22,181
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $23,099$23,099
VIII-12 Total revenueRelated to mission $249,304 · Excluded from tax $22,181$22,291,647
Part IX · Statement of functional expenses $16,131,537 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $12,786,950$12,786,950
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $335,414 · Management $121,850 · Fundraising $15,060$472,324
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,033,753 · Management $375,544 · Fundraising $46,416$1,455,713
IX-8 Pension plan contributionsPrograms $38,052 · Management $191$38,243
IX-9 Other employee benefitsPrograms $113,534 · Management $35,083 · Fundraising $2,104$150,721
IX-10 Payroll taxesPrograms $107,157 · Management $41,516 · Fundraising $5,131$153,804
IX-11a Management fees$0
IX-11b Legal feesPrograms $11,803 · Management $12,590$24,393
IX-11c Accounting feesPrograms $24,900 · Management $225$25,125
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $635,942 · Management $110,355$746,297
IX-12 Advertising and promotionFundraising $1,117$1,117
IX-13 Office expensesPrograms $12,449 · Management $16,318 · Fundraising $5,439$34,206
IX-14 Information technologyPrograms $12,970 · Management $11,834$24,804
IX-15 Royalties$0
IX-16 OccupancyPrograms $57,485 · Management $38,120$95,605
IX-17 TravelPrograms $18,297 · Management $2,641$20,938
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $2,919 · Management $269$3,188
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $11,401$11,401
IX-23 InsuranceManagement $20,107$20,107
IX-24 Other expenses (24a–d)Programs $851 · Management $40,047 · Fundraising $18,623$59,521
IX-24e All other expensesPrograms $5,029 · Management $2,051$7,080
IX-25 Total functional expensesPrograms $15,208,906 · Management $828,741 · Fundraising $93,890$16,131,537
Part X · Balance sheet $9,271,126 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $1,004,162$7,038,140
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $2,480,866$2,187,090
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $24,197$13,631
X-10c Land, buildings and equipment, netStart of year $28,792$17,390
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $6,862$14,875
X-16 Total assetsStart of year $3,544,879$9,271,126
X-17 Accounts payable and accrued expensesStart of year $139,642$258,900
X-18 Grants payableStart of year $2,142,822$1,589,701
X-26 Total liabilitiesStart of year $2,282,464$1,848,601
X-27 Net assets without donor restrictionsStart of year $1,262,415$7,422,525
X-32 Total net assets or fund balancesStart of year $1,262,415$7,422,525
X-33 Total liabilities and net assetsStart of year $3,544,879$9,271,126
Part XI · Reconciliation of net assets $7,422,525 net assets at year end
XI-1 Total revenue$22,291,647
XI-2 Total expenses$16,131,537
XI-3 Revenue less expenses$6,160,110
XI-4 Net assets at start of year$1,262,415
XI-10 Net assets at end of year$7,422,525

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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