2025-11-17T11:16:07-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-01-01 410874998 STEP INC STEP 5072384341 5 DOWNTOWN PLAZA 105 FAIRMONT MN 56031 NED KOPPEN BOARD CHAIRPERSON 5072384341 2025-11-13 1 1 KATHERINE LUTZKE CPA P01760889 5072802300 2025-11-13 2024 2025-03-06 01:10:19Z NED KOPPEN 5 DOWNTOWN PLAZA 105 FAIRMONT MN 56031 3251750 0 X HTTPS://WWW.STEPINC.ORG/ X 1970 MN TO ENABLE PEOPLE WITH DISABILITIES TO LIVE AND WORK IN OUR COMMUNITIES 9 9 236 9 0 0 4840 446144 2905710 2765488 6492 39120 0 998 2917042 3251750 0 0 0 0 2006671 3057033 0 0 0 578119 854426 2584790 3911459 332252 -659709 2657646 2272087 217277 401846 2440369 1870241 X TO ENABLE PEOPLE WITH DISABILITIES TO LIVE AND WORK TOGETHER WITH OTHERS IN OUR COMMUNITIES. STEP PROVIDES SUPPORT, TRAINING AND EMPLOYMENT TO PEOPLE WITH DISABILITIES IN OUR LOCAL COMMUNITIES AND IN OUR SERVICES SITES. 0 0 2793431 0 2766486 IN 2024, STEP, INC. PROVIDED SUPPORT, TRAINING, AND EMPLOYMENT SERVICES TO OVER 120 INDIVIDUALS WITH DISABILITIES AT OUR 3 SERVICE LOCATIONS AND IN COMMUNITY LOCATIONS THROUGHOUT 3 COUNTIES IN SOUTHERN MINNESOTA. THROUGHOUT THIS YEAR, STEP HAS CONTINUED TO DEVELOP MORE INDIVIDUALIZED EMPLOYMENT SERVICES, INCLUDING MOVING INDIVIDUALS INTO COMPETITIVE, INTEGRATED EMPLOYMENT SETTINGS. STEP HAS WORKED WITH OVER 35 LOCAL EMPLOYERS TO PROVIDE A VARIETY OF WORK OPTIONS FOR ADULTS WITH COGNITIVE AND PHYSICAL DISABILITIES. BESIDES A VARIETY OF SEATED WORK AT OUR OFFICES, COMMUNITY-BASED WORK OPPORTUNITIES HAVE ALSO INCLUDED ASSISTING DIETARY, LAUNDRY AND HOUSEKEEPING DUTIES AT SEVERAL LONG TERM CARE FACILITIES IN THE AREA, BREAKFAST HOST WORK AT A LOCAL HOTEL, GREENS AND FACILITY MAINTENANCE AT LOCAL GOLF COURSES AND MULTIPLE COMMERCIAL CLEANING CREWS. IN ADDITION TO WORK, STEP STAFF PROVIDED INDIVIDUALS WITH THE OPPORTUNITY TO UTILIZE THEIR COMMUNITIES FOR OTHER ASPECTS OF DAILY LIFE AND TO PARTICIPATE IN LEISURE AND RECREATIONAL TIME IN THE COMMUNITY AND AT OUR LOCATIONS. STEP CONTINUES TO GROW, ESPECIALLY IN THE AREA OF COMPETITIVE, INTEGRATED EMPLOYMENT, AND HAS A WAITING LIST OF INDIVIDUALS SEEKING A VARIETY OF SERVICES FROM STEP, INC. 2793431 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 0 1 3 0 236 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X HEIDI SMITH 5072384341 5 DOWNTOWN PLAZA 105 FAIRMONT MN 56031 NED KOPPEN CHAIRPERSON 2.00 X X 0 0 0 BILL BUSSE VICE CHAIR 1.00 X X 0 0 0 KIM SOKOLOSKI TREASURER 2.00 X X 0 0 0 MARLENE HANSON SECRETARY 1.00 X X 0 0 0 TERESA DAVISON DIRECTOR 1.00 X 0 0 0 DAWN FULLERTON DIRECTOR 1.00 X 0 0 0 MARK HERNES DIRECTOR 1.00 X 0 0 0 TONY ROSENER DIRECTOR 1.00 X 0 0 0 JULIE WELLS DIRECTOR 1.00 X 0 0 0 HEIDI SMITH EXECUTIVE DIRECTOR 45.00 X 89250 0 7448 89250 0 7448 0 0 0 0 0 431240 14904 446144 FEES FOR PROGRAM SERVI 624310 2635534 2635534 WORK DEVELOPMENT 624310 129954 129954 2765488 39120 39120 MISCELLANEOUS REVENUE 900099 998 998 998 3251750 2766486 0 39120 96698 48349 48349 2688307 1992906 695401 402 402 270753 269349 1404 873 873 75584 75584 9453 9453 133511 133511 26102 26102 49137 49137 1734 1734 82087 74016 8071 MAINTENANCE & FUEL 216475 216475 MISCELLANEOUS 103656 25372 78284 SMALL TOOLS & EQUIPMENT 86030 86030 TELEPHONE 29620 29620 41037 20991 20046 3911459 2793431 1118028 0 490664 118112 561576 131105 698086 441669 51033 4500 1897692 818212 812595 1079480 43692 497221 2657646 2272087 173585 159428 198725 43692 43693 217277 401846 X 2433679 1863551 6690 6690 2440369 1870241 2657646 2272087 -659709 89581 0 X 0 0 0 X 693938 536387 6172 4840 14904 1256241 693938 536387 6172 4840 14904 1256241 1256241 1492 288 1796 6492 39120 49188 13537 71 28 998 14634 1320063 11076593 0.95170 0.92050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 13,537. 2021 AMOUNT: $ 71. 2022 AMOUNT: $ 28. 2024 AMOUNT: $ 998. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6690 6690 6690 6690 6690 6690 6690 6690 6690 6690 1.00000 0.00000 0.00000 0 0 71290 71290 980604 439302 541302 6808 3050 3758 838990 375860 463130 1079480 RIGHT OF USE ASSET 43693 CONSTRUCTION IN PROCESS 453528 497221 LEASE LIABILITY 43693 43693 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE BOARD OF DIRECTORS REVIEWS AND THEN APPROVE THE 990 REPORT BY MOTION. AFTER BOARD APPROVAL, THE 990 IS SUBMITTED TO THE APPROPRIATE AGENCIES. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING IN DECEMBER, THE COMPLIANCE OFFICER REVIEWS AND ASKS THE BOARD TO COMPLETE THE CONFLICT OF INTEREST DOCUMENT, STATING ANY POTENTIAL CONFLICTS AND UNDERSTANDING OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR REVIEWS THE ANNUAL PERFORMANCE REVIEW WITH THE EXECUTIVE DIRECTOR AND THE BOARD. THIS INFORMATION IS THEN SHARED WITH THE HR DIRECTOR FOR FILING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.