Overview
What is Step Miami Branch Inc?
Step Miami Branch Inc is a nonprofit organization situated in Miami, Florida, specifically at LEI KONG 9100 S DADELAND BLVD 15, 33156. Their primary mission is to support their members' education and raise funds for member training and representation. They achieve this by offering a comprehensive learning and business network, emphasizing responsible asset stewardship. Through educational and training programs, Step Miami Branch Inc equips its members with the necessary skills and knowledge, fostering a strong local, national, and international network. During the fiscal year ending March 31, 2023, they organized 8 webinars and luncheons, with an average attendance of 82. They also hosted an annual summit in May 2022, attracting 381 attendees, including both members and non-members, as well as students. To keep their members informed, Step Miami Branch Inc distributes the Wealth Structuring News Digest, an email newsletter featuring major news and updates in the international and domestic tax arena for the trust and estate sector.
Official website here: www.step.org/branches/step-miami
Is Step Miami Branch Inc legitimate?
Step Miami Branch Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Step Miami Branch Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
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Official website here: www.step.org/branches/step-miami
What is the mission statement of Step Miami Branch Inc?
Step Miami Branch Inc, as a primary exempt organization, is dedicated to supporting its members' education and raising funds for their training and representation. The organization's mission, as stated, is to provide a learning and business network for its members, focusing on responsible asset stewardship. Step Miami Branch Inc achieves this mission by offering education, training, and representation to its members. They deliver these services through various platforms, including webinars, in-person luncheons, and an email newsletter, which provides links to major news and updates in the trust and estate area. During the 2022-2023 fiscal year, the branch held eight webinars and luncheons, averaging 82 attendees, and hosted an annual summit with 381 attendees, including members, non-members, and students.
Official website here: www.step.org/branches/step-miami
Who is the CEO of Step Miami Branch Inc?
Fabio Concesi is the Branch Chair of Step Miami Branch Inc.
Official website here: www.step.org/branches/step-miami
What is the revenue of Step Miami Branch Inc?
Step Miami Branch Inc's revenue in 2023 was $498,213.
Official website here: www.step.org/branches/step-miami
Who are the executives of Step Miami Branch Inc and what are their salaries?
Here are 12 key members and their salaries:
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Official website here: www.step.org/branches/step-miami
Where can I find the form 990 for Step Miami Branch Inc?
Step Miami Branch Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.step.org/branches/step-miami
Learn more at the official website: www.step.org/branches/step-miami
Mission Statement of Step Miami Branch Inc
Step Miami Branch Inc, a non-profit organization, is committed to supporting its members' education and raising funds for their training and representation. The primary objective of Step Miami Branch Inc is to establish a local, national, and international learning and business network that emphasizes responsible asset stewardship. By providing education, training, and representation, Step Miami Branch Inc empowers its members to navigate the complex world of wealth structuring and taxation in the trust and estate arena.
To achieve its mission, Step Miami Branch Inc offers a variety of resources and opportunities. Members receive the Wealth Structuring News Digest, an email newsletter that provides links to the latest news and updates in the international and domestic tax sector within the trust and estate field. Additionally, the organization hosts webinars and in-person luncheons, with an average attendance of 82 individuals per event. During the fiscal year ending March 31, 2023, Step Miami Branch Inc organized 8 such events. Furthermore, the organization held an annual summit in May 2022, attracting 381 attendees, including both members and non-members, as well as students. Through these events, Step Miami Branch Inc fosters a vibrant learning community and offers its members valuable networking opportunities.
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Impact
October, 2024
Step Miami Branch Inc significantly enhances the professional development and expertise of its members in the field of asset management, particularly in trust and estate planning. By offering educational resources such as the "Wealth Structuring News Digest," the organization keeps its members informed on important updates regarding international and domestic tax laws related to trusts and estates.
Throughout the fiscal year ending March 31, 2023, the branch facilitated 8 webinars and in-person luncheons, attracting an average of 82 attendees each time. These events provide valuable networking opportunities and practical knowledge, helping members stay abreast of current trends and best practices in their profession. Additionally, the in-person annual summit in May 2022 brought together 381 participants, including members, non-members, and students, further fostering a collaborative environment for learning and sharing insights.
With a focus on responsible stewardship of assets, Step Miami Branch Inc plays a pivotal role in building a robust local, national, and international network that empowers its members through education, training, and representation in the complex landscape of asset management.
This information is meant to be a general summary of Step Miami Branch Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Program Service Revenue: $498,213
- Gross Receipts: $498,213
Assets and Liabilities:
- Total Assets: $257,227
- Total Liabilities: $47,931
- Net Assets: $209,296
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
SPONSORSHIP INCOME
Revenue
$324,100
PROGRAM INCOME
Revenue
$174,113
Organization Details
Founding Year
2000
Phone
(305) 799-8715Principal Officer
Fabio Concesi
Main Address
LEI KONG 9100 S DADELAND BLVD 15, MIAMI, FL, 33156
NTEE Category
Code: B90 - Education
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