Sacramento Steps Forward logo

Sacramento Steps Forward

Public charity · Grantmaker Sacramento, CA EIN: 27-4907397 Website

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 received from the U.S. Department of Housing and Urban Development (HUD) and are passed through to various non-profit organizations as sub-grants. The Continuum of Care Program is designed by HUD to promote community-wide commitment to the goal of ending homelessness. Since becoming the lead agency in the Continuum of Care in 2011, the annual level of grant funding provided to the Sacramento community by HUD has increased by five million dollars. This funding supports twenty-two permanent supportive housing programs and retains housing and supportive services for people who were previously homeless.

Sacramento Steps Forward at a glance

In short: Sacramento Steps Forward gave $14.5M across 9 grants in 2024 (avg $1.6M), mostly in California. Source: 2024 IRS Form 990.

Annual giving (2024)
$14,469,254
+21.1% vs 2023
Grants made (2024)
9
+12.5% vs 2023
Average grant
$1,607,695
+7.6% vs 2023
Median grant
$303,587
Total assets
$24,466,304
-12.3% vs 2023
Primary geography
California (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Sacramento Steps Forward funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Shelter Inc: $4.7MShelter Inc$4.7MLutheran Social Services: $4.4MLutheran Social Services$4.4MSaehc: $4.3MSaehc$4.3MLao Family Community Dev: $340KLao Family Community Dev$340KSacramento Cottage Housing: $304KSacramento Cottage Housing$304KMy Sisters House: $251KMy Sisters House$251KWaking the Village: $108KWaking the Village$108KBridging Initiatives Internat: $52KBridging Initiatives Internat$52KCommunity Link Capital Region: $42KCommunity Link Capital Region$42K

The largest 2024 recipient was Shelter Inc ($4.7M). Together the top 9 received $14.5M.

Grant Size Distribution

43 grants across all recorded years

6<$50K1$50–100K7$100–250K8$250–500K2$500K–1M19$1–5M$5M+

The most common grant size was in the $1–5M range: 19 grants of 43 (44%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 9 itemized grants.

States

Cities

SacramentoConcordCitrus HeightsOaklandCarmichaelGranite Bay

How Sacramento Steps Forward gives

  • Giving held roughly steady from 2021 to 2024 (+18%). Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10M$20M$30M7 grants2019 13 grants2020 7 grants2021 6 grants2022 8 grants2023 9 grants2024

From 2019 to 2024, annual grant giving ranged from $12.0M (2023) to $23.2M (2019). In 2024 it made 9 grants totaling $14.5M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Shelter Inc Concord, CAHomeless services$4,666,931
Lutheran Social Services Concord, CAHomeless services$4,411,343
Saehc Sacramento, CAHomeless services$4,294,898
Lao Family Community Dev Oakland, CAHomeless services$340,111
Sacramento Cottage Housing Sacramento, CAHomeless services$303,587
My Sisters House Sacramento, CAHomeless services$250,923
Waking the Village Sacramento, CAHomeless services$107,979
Bridging Initiatives Internat Citrus Heights, CAHomeless services$51,651
Community Link Capital Region Sacramento, CAHomeless services$41,831
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$24,466,304$24,261,724$30,157,356$14,469,2549$661,503
2023$27,900,600$38,108,824$26,169,820$11,951,6208$532,220
2022$16,252,714$20,331,274$19,959,476$13,302,3626$182,530
2021$15,140,259$24,231,781$18,071,589$12,278,7987$31,930
2020$9,271,126$22,291,647$16,131,537$12,761,95013$22,181
2019$3,544,879$26,322,040$26,080,095$23,233,6827—

About Sacramento Steps Forward

Based on IRS filings

Sacramento Steps Forward is a public charity focused on Human Services, based in Sacramento, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $24.5M in total assets. In 2024, it awarded 9 grants totaling $14.5M. Net investment income was $662K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Sacramento Steps Forward is led by Lisa R Bates, CEO on every filing since 2019; 8 of 20 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Lisa R Bates

    CEO

    On filings since 2019

    40 hrs/week

    $152K (2019) → $211K (2024)

  • A Jonathan Porteus PhD

    Chair

    Director → Chair, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Peter Bell

    Planning Director

    On filings since 2023

    40 hrs/week

    $107K (2023) → $116K (2024)

  • Kimberly Winters

    Committee Impact Director

    New on the 2024 filing

    40 hrs/week

    $126K (2024)

  • Ashley Brand

    Director

    Director → Chair, 2022

    Chair → Director, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Pamela Maxwell

    Director

    Treasurer → Secretary, 2021

    Secretary → Director, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Erin Johansen

    Director

    Director → Continuum of Ca, 2021

    Continuum of Ca → Director, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Angela Upshaw

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Ashleigh Martinez

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Brian Heller de Leon

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Rachael Brown

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Amber Kemp

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Michele Watts

    Planning Officer

    Cpo → Planning Officer, 2022

    On filings since 2019

    40 hrs/week

    $92K (2019) → $126K (2024)

  • Michael J Colton

    CFO

    On filings since 2022

    40 hrs/week

    $77K (2022) → $135K (2024)

  • Trent Simmons

    Data & Analytics

    On filings since 2023

    40 hrs/week

    $122K (2023) → $126K (2024)

  • Rachel Wickland

    Deputy CEO

    New on the 2024 filing

    40 hrs/week

    $151K (2024)

  • Roseanne Lopez

    Chief Administrator Officer

    New on the 2024 filing

    40 hrs/week

    $151K (2024)

  • Cassandra Jennings

    Vice Chair

    Secretary → Vice Chair, 2021

    On filings since 2019

    1 hr/week

    No compensation reported

  • David Husid

    Secretary

    Director → Secretary, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Alissa Ko

    Treasurer

    Director → Treasurer, 2022

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (11)
  • Former: Matt Keasling (2019–2023) — Director
  • Former: Michelle Odell (2019–2023) — Director
  • Former: Rodolfo Davidson (2019–2023) — Strategic Init Director
  • Former: Rachel Bereza (2023) — Deputy CEO
  • Former: Tamu Nolfo Green (2020–2021) — Sys Perf. Advisor
  • Former: Rolf Davidson (2021) — COO
  • Former: Stephen Perez (2021) — Treasurer
  • Former: Brian Augusta (2019–2020) — Vice Chair
  • Former: Sarah Bontrager (2019–2020) — Director
  • Former: Ya Yin Isles (2019–2020) — Csio
  • Former: Steve Perez (2020) — Director

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Lisa R Bates — CEO: $211KLisa R BatesCEO$211KRachel Wickland — Deputy CEO: $151KRachel WicklandDeputy CEO$151KRoseanne Lopez — Chief Admin Off: $151KRoseanne LopezChief Admin Off$151KMichael J Colton — CFO: $135KMichael J ColtonCFO$135KTrent Simmons — Data & Analytics: $126KTrent SimmonsData & Analytics$126KMichele Watts — Planning officer: $126KMichele WattsPlanning officer$126KKimberly Winters — Comm Impact Dir: $126KKimberly WintersComm Impact Dir$126KPeter Bell — Planning Director: $116KPeter BellPlanning Director$116K

The highest reported compensation on the 2024 filing was $211K, to Lisa R Bates (CEO). 8 officers or directors reported compensation on that filing.

Frequently asked questions about Sacramento Steps Forward

How much does Sacramento Steps Forward give each year?

Sacramento Steps Forward gave $14.5M across 9 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $12.0M across 8 grants.

What is Sacramento Steps Forward's typical grant size?

Sacramento Steps Forward's median grant in 2024 was $303,587, and its average grant was $1,607,695, across 9 grants on its 2024 IRS Form 990.

Where does Sacramento Steps Forward give grants?

Sacramento Steps Forward gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Sacramento, CA (5 grants) and Concord, CA (2 grants).

Does Sacramento Steps Forward give general operating support?

Not in 2024: none of the 9 grants with a stated purpose on Sacramento Steps Forward's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Homeless services" (9 grants).

Who are Sacramento Steps Forward's largest grantees?

Sacramento Steps Forward's largest 2024 grantees include Shelter Inc ($4,666,931), Lutheran Social Services ($4,411,343) and Saehc ($4,294,898), according to its 2024 IRS Form 990. Together they received 92% of its itemized 2024 grant dollars.

How large is Sacramento Steps Forward?

Sacramento Steps Forward reported $24.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $24.3M.

What is Sacramento Steps Forward?

Sacramento Steps Forward is a public charity focused on Human Services, based in Sacramento, CA. It holds $24.5M in total assets as of 2024.

What is Sacramento Steps Forward's EIN?

Sacramento Steps Forward's EIN (Employer Identification Number) is 27-4907397. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS November 16, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS November 8, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
  7. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Sacramento Steps Forward's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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