Stepping Stones INC

Tax-deductible

Lawrence, KS501(c)(3)Human ServicesEIN 48-1038601Revenue $1.1M in FY2024

On file with the IRS1100 Wakarusa Dr, 66049-3863 · Lawrence, KSTax-exempt since Sep 1987Publicly supported — 509(a)(2)

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Educational & daycare services

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
3 of 5
filings with a surplus
Average surplus $44K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $79K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$246K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-1% vs prior year
Spent
$1.1M
To programs
88%
Net assets
$791K
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$979K
FY2021$1.2M
FY2022$1.1M
FY2023$1.2M
FY2024$1.1M
Expenses
$1.1M
FY2024▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$976K
FY2022$1.0M
FY2023$1.2M
FY2024$1.1M
Net assets
$791K
FY2024+0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$543K
FY2021$747K
FY2022$808K
FY2023$790K
FY2024$791K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1987.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.0M Management & general 12% · $133K Fundraising 0% · $5K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Shelly Platz’s $67K as President is at the 10th percentile of top reported officer pay among 3869 $1–10M 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 · 1 named individual · Part VII

NameFY2023FY2022
Shelly Platz$67,017$56,388

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

Stepping Stones INC is a human services nonprofit based in Lawrence, KS.

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Provided by the organization

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1 program · $1.0M · in their own filed words · FY2024
01

Stepping stones inc provides educational & daycare services to children in the lawrence, kansas area

$1.0Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$79K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$31K
Gifts and grantsLn 1h$16K
Money outPt IX
$1.1M
Ln 25
Programscol B$1.0M
Managementcol C$133K
Fundraisingcol D$5K
Owns and owesPt X
$791K
net assets · Ln 32
Cash and savingsLn 1–2$286K
Total assetsLn 16$1.0M
LiabilitiesLn 26$246K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16K
Fundraising eventsLn 1c$16K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$31K
Other incomeLn 4–11$6K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$239K
SavingsLn 2$47K
Cash and savings togetherLn 1–2$286K
Land, buildings, equipmentLn 10c$752K
Total assetsLn 16$1.0M
LiabilitiesLn 26$246K
Net assetsLn 32$791K
OperationsPt I, VI
EmployeesI 581
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$346K$286K
Land, buildings, equipmentLn 10c$752K$752K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$309K$246K
Net assetsLn 32$790K$791K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$70K$70K
Other salaries and wagesLn 7$632K$632K
Payroll taxesLn 10$63K$63K
Accounting feesLn 11c$850$850
Advertising and promotionLn 12$11K$11K
Conferences, conventions and meetingsLn 19$11K$11K
Depreciation, depletion and amortizationLn 22$59K$36K$23K
InsuranceLn 23$21K$21K
Other expenses (24a–d)Ln 24$93K$88K$5K
All other expensesLn 24e$180K$171K$9K
Total functional expensesLn 25$1.1M$1.0M$133K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$1.1M$2K$791K 990 PDF
FY2023 $1.2M$1.2M−$18K$790K 990 PDF
FY2022 $1.1M$1.0M$61K$808K 990 PDF
FY2021 $1.2M$976K$203K$747K 990 PDF
FY2020 $979K$1.0M−$27K$543K 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 FY2024 990 (6 parts)
Part I · Summary $1,141,069 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $101,920$15,639
I-9 Program service revenuePrior year $1,042,942$1,088,502
I-10 Investment income$30,627
I-11 Other revenuePrior year $9,704$6,301
I-12 Total revenuePrior year $1,154,566$1,141,069
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $747,063$764,806
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $425,680$374,656
I-18 Total expensesPrior year $1,172,743$1,139,462
I-19 Revenue less expensesPrior year −$18,177$1,607
Part VI · Governance 6 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,141,069 across 7 lines filed
VIII-1c Fundraising events$15,639
VIII-1h Total contributions, gifts and grants$15,639
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,088,502$1,088,502
VIII-3 Investment incomeUnrelated business $30,627$30,627
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,301$6,301
VIII-12 Total revenueRelated to mission $1,094,803 · Unrelated business $30,627 · Excluded from tax $0$1,141,069
Part IX · Statement of functional expenses $1,139,462 across 10 lines filed
IX-5 Pay of current officers, directors and key staffManagement $70,206$70,206
IX-7 Other salaries and wagesPrograms $632,064$632,064
IX-10 Payroll taxesPrograms $62,536$62,536
IX-11c Accounting feesPrograms $850$850
IX-12 Advertising and promotionPrograms $11,200$11,200
IX-19 Conferences, conventions and meetingsManagement $10,600$10,600
IX-22 Depreciation, depletion and amortizationPrograms $36,058 · Management $22,565$58,623
IX-23 InsuranceManagement $20,523$20,523
IX-24 Other expenses (24a–d)Programs $88,257 · Fundraising $4,793$93,050
IX-24e All other expensesPrograms $170,673 · Management $9,137$179,810
IX-25 Total functional expensesPrograms $1,001,638 · Management $133,031 · Fundraising $4,793$1,139,462
Part X · Balance sheet $1,037,699 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $322,351$238,623
X-2 Savings and temporary cash investmentsStart of year $24,091$47,074
X-10c Land, buildings and equipment, netStart of year $752,002$752,002
X-16 Total assetsStart of year $1,098,444$1,037,699
X-26 Total liabilitiesStart of year $308,815$246,463
X-27 Net assets without donor restrictionsStart of year $789,629$791,236
X-32 Total net assets or fund balancesStart of year $789,629$791,236
X-33 Total liabilities and net assetsStart of year $1,098,444$1,037,699
Part XI · Reconciliation of net assets $791,236 net assets at year end
XI-1 Total revenue$1,141,069
XI-2 Total expenses$1,139,462
XI-3 Revenue less expenses$1,607
XI-4 Net assets at start of year$789,629
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$791,236

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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