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.
Public Charity
STEP MIAMI BRANCH INC
STEP MIAMI BRANCH INC is a nonprofit organization categorized as Public Charity based in MIAMI, FL. Its most recent IRS filing (2026) reports revenue of $617K, expenses of $522K, total assets of $240K.
EIN: 043606164
MIAMI, FL
Educational Services
NTEE: B90
Latest filing: 2026
Total Revenue$617K
Total Expenses$522K
Total Assets$240K
Grant Records0
Filing Years2022–2026
Where $100 goes at Step Miami Branch Inc
How Step Miami Branch Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
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…
Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
BRANCH CHAIR
Anabella Murillo
EVENTS OFFICER
Arthur J Dichter
STUDENT LIAISON OFFICER
Jennifer Wioncek
SPONSORSHIP OFFICER
John Harris
PROGRAM OFFICER
John-Michael Lenahan
EDI OFFICER
Maria M Toledo
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $617K | $522K | $240K |
| 2025 | $555K | $537K | $146K |
| 2024 | $441K | $523K | $127K |
| 2023 | $498K | $433K | $257K |
| 2022 | $38K | $115K | $586K |
Between 2022 and 2026, reported annual revenue grew from $38K to $617K (+1528%), with total assets most recently reported at $240K.
Interactive year-over-year charts and full filing details available with membership.