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← SACRAMENTO STEPS FORWARD

Form 990 for tax year 2024

Filed by SACRAMENTO STEPS FORWARD.

Totals

Total revenue
$24,261,724
Total expenses
$30,157,356
Contributions and grants received
$23,593,137
Grants paid
$14,469,254
Program service revenue
$0
Investment income
$661,503
Other revenue
$7,084
Total assets, end of year
$24,466,304
Total liabilities, end of year
$5,410,575
Net assets or fund balances, end of year
$19,055,729
Program services expenses (Part IX)
$28,285,386
Management and general expenses
$1,871,970
Fundraising expenses
$0
Program service expenses (Part III)
$28,285,386

Program services were 93.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Lisa R Bates

    CEO

    Total calculated
    $222,227
    From this org
    $211,327
    From related orgs
    $0
    Other
    $10,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,327
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,340
    Nontaxable benefits
    $4,560
    Filer's total
    $222,227
  • Rachel Wickland

    Deputy CEO

    Total calculated
    $161,564
    From this org
    $151,375
    From related orgs
    $0
    Other
    $10,189
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,375
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $10,189
    Filer's total
    $161,564
  • Roseanne Lopez

    Chief Admin Off

    Total calculated
    $156,089
    From this org
    $151,375
    From related orgs
    $0
    Other
    $4,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,375
    Bonus
    not reported
    Other
    not reported
    Deferred
    $574
    Nontaxable benefits
    $4,140
    Filer's total
    $156,089
  • Michael J Colton

    CFO

    Total calculated
    $147,973
    From this org
    $135,450
    From related orgs
    $0
    Other
    $12,523
    Hours/week
    40
  • Trent Simmons

    Data & Analytics

    Total calculated
    $138,952
    From this org
    $126,146
    From related orgs
    $0
    Other
    $12,806
    Hours/week
    40
  • Michele Watts

    Planning officer

    Total calculated
    $137,195
    From this org
    $125,911
    From related orgs
    $0
    Other
    $11,284
    Hours/week
    40
  • Kimberly Winters

    Comm Impact Dir

    Total calculated
    $131,719
    From this org
    $125,573
    From related orgs
    $0
    Other
    $6,146
    Hours/week
    40
  • Peter Bell

    Planning Director

    Total calculated
    $124,127
    From this org
    $116,054
    From related orgs
    $0
    Other
    $8,073
    Hours/week
    40
  • Erin Johansen

    Director

    Total calculated
    $0
    Hours/week
    1
  • Ashley Brand

    Director

    Total calculated
    $0
    Hours/week
    1
  • Amber Kemp

    Director

    Total calculated
    $0
    Hours/week
    1
  • A Jonathan Porteus PhD

    Chair

    Total calculated
    $0
    Hours/week
    1
  • David Husid

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Pamela Maxwell

    Director

    Total calculated
    $0
    Hours/week
    1
  • Cassandra Jennings

    Vice Chair

    Total calculated
    $0
    Hours/week
    1
  • Alissa Ko

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Angela Upshaw

    Director

    Total calculated
    $0
    Hours/week
    1
  • Ashleigh Martinez

    Director

    Total calculated
    $0
    Hours/week
    1
  • Rachael Brown

    Director

    Total calculated
    $0
    Hours/week
    1
  • Brian Heller de Leon

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202523219349328817

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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