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Montgomery S T E P Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$279k (2023)

Expenses
$203k (2023)

Total Assets
$205k (2023)

Total Liabilities
$13k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,294
Expenses
$202,982
Net Income
$76,312
Net Assets
$191,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,144
99.9%
Program Services $0
Investment Income $150
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $150,023
73.9%
Assets/Debt
Total Assets $204,956
Total Liabilities $13,048
Net Assets $191,908
Compensation
Key Employees and Officers Compensation Related Other
Barbara Harris (Board Member) $0 $0 $0
Raymond Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Julie Lash (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Chairman) $0 $0 $0
Pamela Portis (Board Member) $0 $0 $0
Carrie Rauch (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,182
Expenses
$199,195
Net Income
$38,987
Net Assets
$115,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $237,411
99.7%
Program Services $0
Investment Income $42
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $729
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $150,374
75.5%
Assets/Debt
Total Assets $120,569
Total Liabilities $4,973
Net Assets $115,596
Compensation
Key Employees and Officers Compensation Related Other
Barbara Harris (Board Member) $0 $0 $0
Raymond Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Chairman) $0 $0 $0
Jeff Preg (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,737
Expenses
$188,718
Net Income
$15,019
Net Assets
$76,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $203,707
100.0%
Program Services $0
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $53,838
28.5%
Professional Fundraising Fees $0
Other Salaries and Wages $96,551
51.2%
Assets/Debt
Total Assets $81,931
Total Liabilities $5,322
Net Assets $76,609
Compensation
Key Employees and Officers Compensation Related Other
Barbara Harris (Board Member) $0 $0 $0
Raymond Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Chairman) $0 $0 $0
Jeff Preg (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,679
Expenses
$186,411
Net Income
$32,268
Net Assets
$61,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $218,647
100.0%
Program Services $0
Investment Income $32
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,501
29.2%
Professional Fundraising Fees $0
Other Salaries and Wages $97,708
52.4%
Assets/Debt
Total Assets $65,149
Total Liabilities $3,559
Net Assets $61,590
Compensation
Key Employees and Officers Compensation Related Other
Tom Danielson (Chairman) $0 $0 $0
Barbara Harris (Board Member) $0 $0 $0
Raymond Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Board Member) $0 $0 $0
Jeff Preg (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,846
Expenses
$176,932
Net Income
-$23,086
Net Assets
$29,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $153,816
100.0%
Program Services $0
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $50,696
28.7%
Professional Fundraising Fees $0
Other Salaries and Wages $87,948
49.7%
Assets/Debt
Total Assets $35,185
Total Liabilities $5,863
Net Assets $29,322
Compensation
Key Employees and Officers Compensation Related Other
Tom Danielson (Chairman) $0 $0 $0
Barbara Harris (Board Member) $0 $0 $0
Raymond Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Board Member) $0 $0 $0
Jeff Preg (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,418
Expenses
$171,043
Net Income
-$18,625
Net Assets
$52,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $148,882
97.7%
Program Services $0
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,500
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,501
31.9%
Professional Fundraising Fees $0
Other Salaries and Wages $78,319
45.8%
Assets/Debt
Total Assets $56,366
Total Liabilities $3,958
Net Assets $52,408
Compensation
Key Employees and Officers Compensation Related Other
Tom Danielson (Chairman) $0 $0 $0
Barbara Harris (Board Member) $0 $0 $0
Corky Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Vice Chairma) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Nan Lloyd (Treasurer) $0 $0 $0
Coretta Pitters (Board Member) $0 $0 $0
Jeff Preg (Board Member) $0 $0 $0
Belinda Ressler (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,889
Expenses
$139,945
Net Income
$46,944
Net Assets
$71,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,857
100.0%
Program Services $0
Investment Income $32
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,177
38.7%
Professional Fundraising Fees $0
Other Salaries and Wages $55,183
39.4%
Assets/Debt
Total Assets $73,290
Total Liabilities $2,257
Net Assets $71,033
Compensation
Key Employees and Officers Compensation Related Other
Sedrick Fluker (Executive Di) $54,176 $0 $0
Tom Danielson (Vice Chairma) $0 $0 $0
Barbara Harris (Board Member) $0 $0 $0
Corky Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Treasurer) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Mrs Alex Kocher (Board Member) $0 $0 $0
Nan Lloyd (Chairman) $0 $0 $0
Coretta Pitters (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0
Oliver Washington (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$151,153
Expenses
$172,413
Net Income
-$21,260
Net Assets
$24,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,127
100.0%
Program Services $0
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,176
31.4%
Professional Fundraising Fees $0
Other Salaries and Wages $81,617
47.3%
Assets/Debt
Total Assets $25,526
Total Liabilities $1,437
Net Assets $24,089
Compensation
Key Employees and Officers Compensation Related Other
Sedrick Fluker (Executive Di) $54,176 $0 $0
Tom Danielson (Vice Chairma) $0 $0 $0
Barbara Harris (Board Member) $0 $0 $0
Corky Hawthorne (Board Member) $0 $0 $0
Carolyn Huey (Board Member) $0 $0 $0
Michael Jones (Treasurer) $0 $0 $0
Rosalyn King (Board Member) $0 $0 $0
Mrs Alex Kocher (Board Member) $0 $0 $0
Nan Lloyd (Chairman) $0 $0 $0
Coretta Pitters (Board Member) $0 $0 $0
Jerry Sailors (Board Member) $0 $0 $0
Belinda Ressler (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,217
Expenses
$216,514
Net Income
$1,703
Net Assets
$45,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $218,163
100.0%
Program Services $0
Investment Income $54
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,526
25.2%
Professional Fundraising Fees $0
Other Salaries and Wages $123,872
57.2%
Assets/Debt
Total Assets $49,366
Total Liabilities $4,017
Net Assets $45,349
Compensation
Key Employees and Officers Compensation Related Other
Corky Hawthorne (Director) $0 $0 $0
Barbara Harris (Director) $0 $0 $0
Tom Danielson (Vice Chair.) $0 $0 $0
Carolyn Huey (Director) $0 $0 $0
Rosalyn King (Director) $0 $0 $0
Jerry Sailors (Director) $0 $0 $0
Michael Jones (Treasurer) $0 $0 $0
Oliver Washington (Director) $0 $0 $0
Nan Lloyd (Chairman) $0 $0 $0
Alex Kocher (Director) $0 $0 $0
Coretta Pitters () $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,959
Expenses
$211,372
Net Income
-$8,413
Net Assets
$43,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $202,889
100.0%
Program Services $0
Investment Income $70
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,176
25.6%
Professional Fundraising Fees $3,705
1.8%
Other Salaries and Wages $115,291
54.5%
Assets/Debt
Total Assets $46,972
Total Liabilities $3,326
Net Assets $43,646
Compensation
Key Employees and Officers Compensation Related Other
Corky Hawthorne (Director) $0 $0 $0
Barbara Harris (Director) $0 $0 $0
Tom Danielson (Vice Chair.) $0 $0 $0
Carolyn Huey (Director) $0 $0 $0
Rosalyn King (Director) $0 $0 $0
Jerry Sailors (Director) $0 $0 $0
Isaiah Sankey (Director) $0 $0 $0
Michael Jones (Treasurer) $0 $0 $0
Oliver Washington (Director) $0 $0 $0
Nan Lloyd (Chairman) $0 $0 $0
Freddie Williams (Director) $0 $0 $0
Al Perkins (Director) $0 $0 $0
Alex Kocher (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,227
Expenses
$207,155
Net Income
$43,072
Net Assets
$52,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $250,115
100.0%
Program Services $0
Investment Income $112
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,176
26.2%
Professional Fundraising Fees $0
Other Salaries and Wages $112,192
54.2%
Assets/Debt
Total Assets $53,571
Total Liabilities $1,512
Net Assets $52,059

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,328
Expenses
$213,645
Net Income
-$18,317
Net Assets
$8,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $195,194
99.9%
Program Services $0
Investment Income $134
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $50,000
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $124,628
58.3%
Assets/Debt
Total Assets $47,124
Total Liabilities $38,137
Net Assets $8,987

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,577
Expenses
$295,755
Net Income
$36,822
Net Assets
$27,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $332,061
99.8%
Program Services $0
Investment Income $265
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $251
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $53,526
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $119,948
40.6%
Assets/Debt
Total Assets $83,519
Total Liabilities $56,215
Net Assets $27,304

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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