2025-07-06T07:37:35-05:00 2025-03-31 830589425 LEI KONG CPA PA 9100 S DADELAND BLVD 1500 MIAMI FL 33156 990 2024-04-01 043606164 STEP MIAMI BRANCH INC STEP 3057998715 PO BOX 560622 MIAMI FL 332560622 MEGAN E CAMPOS BRANCH TREASURER 3057998715 2025-06-23 1 1 LEI KONG P00309800 7863858245 2024 2025-03-06 01:10:19Z MADELAYNE CORDERO PO BOX 560622 MIAMI FL 332560622 554905 0 X WWW.STEP.ORG/BRANCHES/STEP-MIAMI X 2000 FL PRIMARY EXEMPT PURPOSE - TO SUPPORT MEMBERS EDUCATION AND TO RAISE MONEY FOR MEMBER TRAINING AND REPRESENTATION. 13 13 0 0 0 0 0 0 440755 554905 0 0 0 0 440755 554905 0 0 0 0 0 0 0 0 0 522880 537371 522880 537371 -82125 17534 127171 145870 0 1165 127171 144705 THE STEP MIAMI BRANCH PROVIDES MEMBERS WITH A LOCAL, NATIONAL AND INTERNATIONAL LEARNING AND BUISNESS NETWORK FOCUSING ON THE RESPONSIBLE STEWARDSHIP OF ASSETS. STEP PROVIDES EDUCATION, TRAINING AND REPRESENTATION FOR MEMBERS. 0 0 537371 554905 MEMBERS RECEIVED THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. DURING THE FISCAL YEAR ENDING MARCH 31, 2025, THE BRANCH HELD 9 EVENTS, EITHER WEBINARS OR IN-PERSON LUNCHEONS WITH AN AVERAGE OF 89 ATTENDEES. THE BRANCH ALSO HELD AN IN-PERSON ANNUAL SUMMIT IN OCTOBER 2024 WITH 430 ATTENDEES, INCLUDING MEMBERS AND NON-MEMBERS. 537371 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 FL X MEGAN E CAMPOS 3059081100 1001 BRICKELL AVENUE SUITE 1504 MIAMI FL 33131 X SARAH JACOBSON BRANCH COMMITTEE MEMBER 1.00 X 0 0 0 MADELAYNE CORDERO BRANCH CHAIR 5.00 X X 0 0 0 MEGAN E CAMPOS BRANCH TREASURER 5.00 X X 0 0 0 ANABELLA MURILLO BRANCH VICE-CHAIR 1.00 X X 0 0 0 MARIA M TOLEDO EDI OFFICER 5.00 X X 0 0 0 ARTHUR J DICHTER EVENTS OFFICER 1.00 X X 0 0 0 OSCAR GUERRA MEMBERSHIP OFFICER 1.00 X 0 0 0 JOHN-MICHAEL LENAHAN PROGRAM OFFICER 1.00 X 0 0 0 PATRICIA CARRAL SECRETARY 1.00 X 0 0 0 JOHN HARRIS SPONSORSHIP OFFICER 1.00 X 0 0 0 JENNIFER WIONCEK STUDENT LIAISON OFFICER 1.00 X 0 0 0 MARIAN ANCHETA BRANCH COMMITTEE MEMBER 1.00 X 0 0 0 SHAWN WOLF BRANCH COMMITTEE MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 SPONSORSHIP INCOME 611430 313500 313500 PROGRAM INCOME 611430 241405 241405 554905 554905 554905 0 0 X 6000 6000 83847 83847 769 769 425383 425383 1090 1090 BANK & PAYPAL CHARGES 15761 15761 DUES & SUBSCRIPTIONS 3250 3250 TELEPHONE 1271 1271 537371 537371 0 0 43699 104846 4500 7000 78972 34024 127171 145870 0 1165 0 1165 X 0 0 0 0 14595 32129 127171 144705 127171 145870 17534 0 X 0 0 0 0 DEFERRED LUNCHEON REGISTRATION 1165 1165 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MAY ELECT OR APPOINT NEW MEMBERS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN WAS PRESENTED TO THE CHAIR AND THE TREASURER. CHANGES WERE THEN MADE, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEETINGS ARE HELD REGULARLY THROUGHOUT THE YEAR VIA ZOOM. TRANSPARENCY IS MAINTAINED IN SEVERAL WAYS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIOANL FEES - OUTSIDE HELP: PROGRAM SERVICE EXPENSES 69300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69300. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 14547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14547.