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Governance Register
US nonprofit · EIN 274907397 · Sacramento, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 274907397) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Sacramento Steps Forward's network

12 people4 organisationsi12 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
A Jonathan Porteus PhD ChairChair2023
3 yrs
Alissa KoTreasurer2022
4 yrs
Amber KempDirector2024
2 yrs
Angela UpshawDirector2023
3 yrs
Ashleigh MartinezDirector2023
3 yrs
Ashley BrandDirector2019
7 yrs
Brian Heller de LeonDirector2023
3 yrs
Cassandra JenningsVice Chair2018
8 yrs
David HusidCompany secretary2018
8 yrs
Erin JohansenDirector2020
6 yrs
Pamela MaxwellDirector2018
8 yrs
Rachael BrownDirector2023
3 yrs
Under 5 years5 to 6 years6 years or moreShow all 12 →

Officers and senior leadership

10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Lisa BateCEO2019
Lisa R BatesCEOsince 2020
Michael J ColtonCFOsince 2022
Michele WattsCposince 2018
Nick LeeCOO2018
Rachel BerezaDeputy CEO2023
Rachel WicklandDeputy CEO2024
Rodolfo DavidsonCOOsince 2019
Roseanne LopezChief Admin Off2024
Ya Yin IslesCsiosince 2019

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Lisa R BatesCEO40$211k$11k
Rachel WicklandDeputy CEO40$151k$10k
Roseanne LopezChief Admin Off40$151k$5k
Michael J ColtonCFO40$135k$13k
Trent SimmonsData & Analytics40$126k$13k
Michele WattsPlanning officer40$126k$11k
Kimberly WintersComm Impact Dir40$126k$6k
Peter BellPlanning Director40$116k$8k
Erin JohansenDirector1$0
Ashley BrandDirector1$0
Amber KempDirector1$0
A Jonathan Porteus PhDChair1$0
David HusidSecretary1$0
Pamela MaxwellDirector1$0
Cassandra JenningsVice Chair1$0
Alissa KoTreasurer1$0
Angela UpshawDirector1$0
Ashleigh MartinezDirector1$0
Rachael BrownDirector1$0
Brian Heller de LeonDirector1$0

About

Legal name
Sacramento Steps Forward
EIN
274907397
Address
2150 River Plaza Drive, Sacramento, CA, 95833-3883
State
California
Mission
The Organization's mission is to ensure that individuals and families experiencing homelessness or the risk of homelessness are able to access housing services and resources on their path to economic stability. The Organization is the lead agency for the Sacramento Homeless Continuum of Care and administers and oversees grants for homeless related programs in Sacramento County which are... (as filed on the Form 990)
Activity (NTEE)
P85 Human services
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Human Services
Size band
8 (IRS master file code)
Formed
2011
Principal officer
Lisa R Bates (as named on the Form 990)
IRS ruling date
1 May 2011
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsCassandra Jennings
≥8years on the filingsDavid Husid
≥8years on the filingsPamela Maxwell
≥7years on the filingsAshley Brand

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$24.5m
Total liabilities
$5.4m
Net assets or fund balances
$19.1m
Contributions and grants received
$23.6m
Program service revenue
$0
Grants and similar paid out
$14.5m
Employees
67
Volunteers
613

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$24.3m$30.2mDeficit $5.9m

As filed on the IRS Form 990. US dollars.

Grants paid

9 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Shelter IncHomeless services$4.7m
Lutheran Social ServicesHomeless services$4.4m
SaehcHomeless services$4.3m
Lao Family Community DevHomeless services$340k
Sacramento Cottage HousingHomeless services$304k
My Sisters HouseHomeless services$251k
Waking the VillageHomeless services$108k
Bridging Initiatives InternatHomeless services$52k
Community Link Capital RegionHomeless services$42k