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Nonprofit · EIN 04-3606164

STEP MIAMI BRANCH INC

Tax-exempt · MIAMI, FL 33256

Financials

$441K$523K2023$555K$537K2024$617K$522K2025
Revenue Expenses · by fiscal year end
Financials of STEP MIAMI BRANCH INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$616,525$522,183$94,342$239,779$732$239,047
March 31, 2025990$554,905$537,371$17,534$145,870$1,165$144,705
March 31, 2024990$440,755$522,880-$82,125$127,171$0$127,171
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$616,525
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,000
Program services (functional)
$522,183

Balance sheet and other

Total assets, start of year
$145,870
Total assets, end of year
$239,779
Total liabilities, end of year
$732
Net assets, end of year
$239,047
Gross receipts
$616,525
Employees
0
Volunteers
0
Year formed
2000
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
SARAH JACOBSONBRANCH COMMITTEE MEMBER
Trustee or director, Officer
5$0
ANABELLA MURILLOBRANCH CHAIR
Trustee or director, Officer
5$0
MEGAN E CAMPOSBRANCH TREASURER
Trustee or director, Officer
5$0
MARIA M TOLEDOEDI OFFICER
Trustee or director, Officer
5$0
ARTHUR J DICHTEREVENTS OFFICER
Trustee or director, Officer
1$0
OSCAR GUERRAMEMBERSHIP OFFICER
Trustee or director
1$0
JOHN-MICHAEL LENAHANPROGRAM OFFICER
Trustee or director
1$0
PATRICIA CARRALSECRETARY
Trustee or director
1$0
JOHN HARRISSPONSORSHIP OFFICER
Trustee or director
1$0
JENNIFER WIONCEKSTUDENT LIAISON OFFICER
Trustee or director
1$0
MARIAN ANCHETABRANCH COMMITTEE MEMBER
Trustee or director
1$0
990 for the year ended March 31, 2025: 13 people
NameTitleHours / weekCompensation
SARAH JACOBSONBRANCH COMMITTEE MEMBER
Trustee or director
1$0
MADELAYNE CORDEROBRANCH CHAIR
Trustee or director, Officer
5$0
MEGAN E CAMPOSBRANCH TREASURER
Trustee or director, Officer
5$0
ANABELLA MURILLOBRANCH VICE-CHAIR
Trustee or director, Officer
1$0
MARIA M TOLEDOEDI OFFICER
Trustee or director, Officer
5$0
ARTHUR J DICHTEREVENTS OFFICER
Trustee or director, Officer
1$0
OSCAR GUERRAMEMBERSHIP OFFICER
Trustee or director
1$0
JOHN-MICHAEL LENAHANPROGRAM OFFICER
Trustee or director
1$0
PATRICIA CARRALSECRETARY
Trustee or director
1$0
JOHN HARRISSPONSORSHIP OFFICER
Trustee or director
1$0
JENNIFER WIONCEKSTUDENT LIAISON OFFICER
Trustee or director
1$0
MARIAN ANCHETABRANCH COMMITTEE MEMBER
Trustee or director
1$0
SHAWN WOLFBRANCH COMMITTEE MEMBER
Trustee or director
1$0
990 for the year ended March 31, 2024: 12 people
NameTitleHours / weekCompensation
RAHUL RANADIVEEVENTS OFFICER
Trustee or director, Officer
1$0
JOHN HARRISSPONSORSHIP OFFICER
Trustee or director
1$0
ARTHUR J DICHTEREVENTS OFFICER
Trustee or director, Officer
1$0
MARIA M TOLEDOEDI OFFICER
Trustee or director, Officer
5$0
DIEGO Y POLENGHIEVENTS OFFICER
Trustee or director
1$0
MADELAYNE CORDEROBRANCH CHAIR
Trustee or director, Officer
5$0
ANABELLA MURILLOBRANCH VICE-CHAIR
Trustee or director, Officer
1$0
OSCAR GUERRAMEMBERSHIP OFFICER
Trustee or director
1$0
JOHN-MICHAEL LENAHANPROGRAM OFFICER
Trustee or director
1$0
MEGAN E CAMPOSBRANCH TREASURER
Trustee or director, Officer
5$0
PATRICIA CARRALSECRETARY
Trustee or director
1$0
JENNIFER WIONCEKSTUDENT LIAISON OFFICER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 560622, MIAMI, FL 33256-0622
In care of
% MIGUEL FARRA
Principal officer (990 for 2025)
MEGAN E CAMPOS, 1001 BRICKELL BAY DR 1504, MIAMI, FL 33131
Signed the 990
MEGAN E CAMPOS, BRANCH TREASURER
Phone
(305) 799-8715
Return prepared by
LEI KONG CPA PA

Mission

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.

990 for the year ended March 31, 2026

Program accomplishments

  • 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, 2026, THE BRANCH HELD 11 EVENTS, EITHER WEBINARS OR IN-PERSON LUNCHEONS WITH AN AVERAGE OF 90 ATTENDEES. THE BRANCH ALSO HELD AN IN-PERSON ANNUAL SUMMIT IN OCTOBER 2025 WITH 446 ATTENDEES, INCLUDING MEMBERS AND NON-MEMBERS.
    Expenses $522,183 · revenue $616,525

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
04-3606164
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2011
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$239,779
Income (IRS master file)
$616,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$616,525$522,183$239,779XML
990March 2025$554,905$537,371$145,870XML
990March 2024$440,755$522,880$127,171XML
990March 2023$498,213$433,166$257,227IRS
990March 2022$37,860$114,506$585,850IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3606164).

Questions about STEP MIAMI BRANCH INC

What is the EIN of STEP MIAMI BRANCH INC?
The employer identification number (EIN) of STEP MIAMI BRANCH INC is 04-3606164.
Is STEP MIAMI BRANCH INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
Are donations to STEP MIAMI BRANCH INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STEP MIAMI BRANCH INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of STEP MIAMI BRANCH INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEP MIAMI BRANCH INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of STEP MIAMI BRANCH INC?
The 990 for the year ended March 31, 2026 names MEGAN E CAMPOS.
Who are the officers and directors of STEP MIAMI BRANCH INC?
The 990 for the year ended March 31, 2026 lists 11 people; 0 received compensation from the organization.
How much revenue does STEP MIAMI BRANCH INC have?
On its 990 for the year ended March 31, 2026 it reported revenue of $616,525, expenses of $522,183 and total assets of $239,779 at year end.

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