Nonprofit · EIN 63-0986017
MONTGOMERY S T E P FOUNDATION
Tax-exempt · MONTGOMERY, AL 36101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $197,968 | $209,318 | -$11,350 | $211,241 | $9,835 | $201,406 |
| September 30, 2024 | 990 | $215,509 | $194,661 | $20,848 | $220,068 | $7,312 | $212,756 |
| September 30, 2023 | 990 | $279,294 | $202,982 | $76,312 | $204,956 | $13,048 | $191,908 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $197,885
- of which government grants
- $131,295
- Program service revenue
- $0
- Investment income
- $83
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $55,009
- Other salaries and wages
- $93,348
- Salaries, compensation and benefits (total)
- $160,066
- Professional fundraising fees
- $0
- Accounting fees
- $3,885
- Occupancy
- $3,900
- Travel
- $4,220
- Depreciation
- $2,481
- Program services (functional)
- $168,804
- Management and general (functional)
- $40,514
Balance sheet and other
- Total assets, start of year
- $220,068
- Total assets, end of year
- $211,241
- Total liabilities, end of year
- $9,835
- Net assets, end of year
- $201,406
- Land, buildings and equipment
- $5,449
- Net assets without donor restrictions
- $201,406
- Gross receipts
- $197,968
- Employees
- 5
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEDERICK FLUKER | EXECUTIVE DI Officer | 40 | $55,009 |
| RAYMOND HAWTHORNE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL JONES | VICE CHAIRMA Trustee or director | 1 | $0 |
| ROSALYN KING | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE LASH | BOARD MEMBER Trustee or director | 1 | $0 |
| NAN LLOYD | TREASURER Trustee or director | 1 | $0 |
| CORETTA PITTERS | CHAIRMAN Trustee or director | 1 | $0 |
| PAMELA PORTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| CARRIE RAUCH | BOARD MEMBER Trustee or director | 1 | $0 |
| NICOLE SLOAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA HARRIS | BOARD MEMBER Trustee or director | – | $0 |
| RAYMOND HAWTHORNE | BOARD MEMBER Trustee or director | – | $0 |
| CAROLYN HUEY | BOARD MEMBER Trustee or director | – | $0 |
| MICHAEL JONES | VICE CHAIRMA Trustee or director | – | $0 |
| ROSALYN KING | BOARD MEMBER Trustee or director | – | $0 |
| JULIE LASH | BOARD MEMBER Trustee or director | – | $0 |
| NAN LLOYD | TREASURER Trustee or director | – | $0 |
| CORETTA PITTERS | CHAIRMAN Trustee or director | – | $0 |
| PAMELA PORTIS | BOARD MEMBER Trustee or director | – | $0 |
| CARRIE RAUCH | BOARD MEMBER Trustee or director | – | $0 |
| JERRY SAILORS | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA HARRIS | BOARD MEMBER Trustee or director | – | $0 |
| RAYMOND HAWTHORNE | BOARD MEMBER Trustee or director | – | $0 |
| CAROLYN HUEY | BOARD MEMBER Trustee or director | – | $0 |
| MICHAEL JONES | VICE CHAIRMA Trustee or director | – | $0 |
| ROSALYN KING | BOARD MEMBER Trustee or director | – | $0 |
| JULIE LASH | BOARD MEMBER Trustee or director | – | $0 |
| NAN LLOYD | TREASURER Trustee or director | – | $0 |
| CORETTA PITTERS | CHAIRMAN Trustee or director | – | $0 |
| PAMELA PORTIS | BOARD MEMBER Trustee or director | – | $0 |
| CARRIE RAUCH | BOARD MEMBER Trustee or director | – | $0 |
| JERRY SAILORS | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 193, MONTGOMERY, AL 36101-0193
- Principal officer (990 for 2024)
- SEDERICK FLUKER, PO BOX 193, MONTGOMERY, AL 361010193
- Signed the 990
- SEDERICK FLUKER, EXECUTIVE DIRECTOR
- Phone
- (334) 262-3141
- Website
- WWW.MONTGOMERYSTEP.ORG
- Return prepared by
- DIAMOND CARMICHAEL & GARY PA
Mission
YOUTH SERVICES
Program accomplishments
- PROVIDE COMMUNITY SUPPORT FOR DISADVANTAGED YOUTHExpenses $168,804
- PROVIDE COMMUNITY SUPPORT FOR DISADVANTAGED YOUTH
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 63-0986017
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $211,241
- Income (IRS master file)
- $197,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $197,968 | $209,318 | $211,241 | XML |
| 990 | September 2024 | $215,509 | $194,661 | $220,068 | XML |
| 990 | September 2023 | $279,294 | $202,982 | $204,956 | XML |
| 990 | September 2022 | $238,182 | $199,195 | $120,569 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 63-0986017).
Questions about MONTGOMERY S T E P FOUNDATION
- What is the EIN of MONTGOMERY S T E P FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY S T E P FOUNDATION is 63-0986017.
- Is MONTGOMERY S T E P FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MONTGOMERY S T E P FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY S T E P FOUNDATION 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 MONTGOMERY S T E P FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY S T E P FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTGOMERY S T E P FOUNDATION?
- The 990 for the year ended September 30, 2025 names SEDERICK FLUKER.
- Who are the officers and directors of MONTGOMERY S T E P FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $55,009 (SEDERICK FLUKER, EXECUTIVE DI).
- How much revenue does MONTGOMERY S T E P FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $197,968, expenses of $209,318 and total assets of $211,241 at year end.
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