Stepping Stones INC FY2020 filing

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Educational & daycare services

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
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
$406K
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$979K
Spent
$1.0M
To programs
89%
Net assets
$543K
By yearFY2020–FY2024
Revenue
$979K
FY2020
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
$1.0M
FY2020
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
$543K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$543K
FY2021$747K
FY2022$808K
FY2023$790K
FY2024$791K

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

990 PDF Claim
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 Sep 1987.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $900K Management & general 11% · $106K

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
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$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.

See Stepping Stones 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 15aYes

Programs and updates

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

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1 program · $900K · in their own filed words · FY2020
01

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

$900Kprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$979K
Ln 12
Fees for servicesLn 2g$790K
Gifts and grantsLn 1h$187K
Other incomeLn 4–11$2K
Money outPt IX
$1.0M
Ln 25
Programscol B$900K
Managementcol C$106K
Owns and owesPt X
$543K
net assets · Ln 32
Cash and savingsLn 1–2$191K
Total assetsLn 16$949K
LiabilitiesLn 26$406K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$187K
Government grantsLn 1e$25K
Fundraising eventsLn 1c$17K
Fees for servicesLn 2g$790K
Other incomeLn 4–11$2K
Total revenueLn 12$979K
Assets in detailPt X, end of year
CashLn 1$127K
SavingsLn 2$64K
Cash and savings togetherLn 1–2$191K
Land, buildings, equipmentLn 10c$758K
Total assetsLn 16$949K
LiabilitiesLn 26$406K
Net assetsLn 32$543K
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 FY20End FY20
Cash and savingsLn 1–2$209K$191K
Land, buildings, equipmentLn 10c$758K$758K
Total assetsLn 16$967K$949K
LiabilitiesLn 26$423K$406K
Net assetsLn 32$544K$543K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$69K$69K
Other salaries and wagesLn 7$572K$572K
Pension plan contributionsLn 8$17K$17K
Other employee benefitsLn 9$8K$8K
Payroll taxesLn 10$51K$51K
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$23K$2K$21K
InsuranceLn 23$21K$21K
Other expenses (24a–d)Ln 24$69K$69K
All other expensesLn 24e$160K$160K
Total functional expensesLn 25$1.0M$900K$106K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Dec 18, 2025 $1.1M$1.1M$2K$791K 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $1.2M$1.2M−$18K$790K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $1.1M$1.0M$61K$808K 990 PDF
FY2021Filed with the IRS Dec 14, 2022 $1.2M$976K$203K$747K 990 PDF
FY2020 ViewingFiled with the IRS Sep 3, 2021 $979K$1.0M−$27K$543K 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 FY2020 990 (6 parts)
Part I · Summary $978,979 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,059$186,845
I-9 Program service revenuePrior year $1,026,141$789,784
I-10 Investment incomePrior year $3,046$0
I-11 Other revenuePrior year $17,298$2,350
I-12 Total revenuePrior year $1,057,544$978,979
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $707,608$716,717
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $305,309$289,426
I-18 Total expensesPrior year $1,012,917$1,006,143
I-19 Revenue less expensesPrior year $44,627−$27,164
Part VI · Governance 7 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
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 $978,979 across 7 lines filed
VIII-1c Fundraising events$17,110
VIII-1e Government grants$25,035
VIII-1f All other contributions, gifts and grants$144,700
VIII-1h Total contributions, gifts and grants$186,845
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $789,784$789,784
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,350$2,350
VIII-12 Total revenueRelated to mission $792,134 · Unrelated business $0 · Excluded from tax $0$978,979
Part IX · Statement of functional expenses $1,006,143 across 10 lines filed
IX-5 Pay of current officers, directors and key staffManagement $69,193$69,193
IX-7 Other salaries and wagesPrograms $572,088$572,088
IX-8 Pension plan contributionsPrograms $16,680$16,680
IX-9 Other employee benefitsPrograms $8,224$8,224
IX-10 Payroll taxesPrograms $50,532$50,532
IX-20 InterestManagement $16,045$16,045
IX-22 Depreciation, depletion and amortizationPrograms $1,829 · Management $20,906$22,735
IX-23 InsurancePrograms $20,750$20,750
IX-24 Other expenses (24a–d)Programs $69,496$69,496
IX-24e All other expensesPrograms $160,400$160,400
IX-25 Total functional expensesPrograms $899,999 · Management $106,144 · Fundraising $0$1,006,143
Part X · Balance sheet $949,057 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $149,019$126,596
X-2 Savings and temporary cash investmentsStart of year $59,825$63,998
X-10c Land, buildings and equipment, netStart of year $758,463$758,463
X-16 Total assetsStart of year $967,307$949,057
X-23 Secured mortgages and notes payableStart of year $423,256$405,662
X-26 Total liabilitiesStart of year $423,256$405,662
X-27 Net assets without donor restrictionsStart of year $544,051$543,395
X-32 Total net assets or fund balancesStart of year $544,051$543,395
X-33 Total liabilities and net assetsStart of year $967,307$949,057
Part XI · Reconciliation of net assets $543,395 net assets at year end
XI-1 Total revenue$978,979
XI-2 Total expenses$1,006,143
XI-3 Revenue less expenses−$27,164
XI-4 Net assets at start of year$544,051
XI-9 Other changes in net assets$26,508
XI-10 Net assets at end of year$543,395

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

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