ONE STEP BEYOND INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ONE STEP BEYOND INC (EIN 86-1036448)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349310584
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:26:16-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861036448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONE STEP BEYOND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONES | BusinessNameControlTxt |
| Phone | 6232152449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1022 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853801022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH ROGERS III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6232152449 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | ROGERS III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MADISON BLANTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1022 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853801022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,624,575 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSBI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | OSBI PROVIDES DYNAMIC PROGRAMS TO INDIVIDUALS WHO HAVE INTELLECTUAL DISABILITY AND THEIR FAMILIES OSBI PROVIDES DYNAMIC PROGRAMS TO INDIVIDUALS WHO HAVE INTELLECTUAL DISABILITY AND THEIR FAMILIES TO ACHIEVE FULL PARTICIPATION IN THEIR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 599 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,461,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,416,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,435,287 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,755,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,195 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,704 | PYOtherRevenueAmt |
| CY Other Revenue | $72,557 | CYOtherRevenueAmt |
| PY Total Revenue | $15,907,502 | PYTotalRevenueAmt |
| CY Total Revenue | $17,451,560 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,079,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,371,334 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $26,825 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $33,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,668,625 | PYOtherExpensesAmt |
| CY Other Expenses | $5,225,625 | CYOtherExpensesAmt |
| PY Total Expenses | $14,775,145 | PYTotalExpensesAmt |
| CY Total Expenses | $17,629,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,132,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$178,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,510,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,670,140 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $572,711 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,911,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,937,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,759,119 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL... (CONT'D ON SCH O)OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL RELATIONSHIPS AND FULL PARTICIPATION IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,295,435 | ExpenseAmt |
| Revenue | $10,105,132 | RevenueAmt |
| Desc | LIFE SKILLS DAY TRAINING AND RECREATIONAL PROGRAMS FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,000,810 | ExpenseAmt |
| Revenue | $3,637,763 | RevenueAmt |
| Desc | VOCATIONAL TRIANING AND EMPLOYMENT (INCLUDING IN THE CULINARY ARTS) FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,039,457 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,063,403 | RevenueAmt |
| Desc | AT-HOME CARE, HABILITATION, AND RESPITE SERVICES FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,335,702 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 599 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH B ROGERS III | PersonNm |
| Phone | 6232152449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1022 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85380 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MIMI ROGERS - DIRECTOR | |||||||
| CONSULTANT, SECRETARY (BEG. IN 2023) | 5.00 | 5.00 | Yes (X) | $18,364 | $0 | $0 | |
| MARY LOU MICHEAELS | |||||||
| DIRECTOR, CHAIR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARD SCHWEITZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL BENAVIDES | |||||||
| DIRECTOR, SECRETARY (THRU JAN 2023) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRSTINE BEARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CURTISS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E FREDENBERG | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD K MORAN III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE HUANG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH KNOELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH ROGERS SR | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF PECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE S BADER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY FOGERLIE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN KONDO | |||||||
| DIRECTOR, TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK FOSSE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS MCGANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE HAYES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADISON BLANTON | |||||||
| CEO | 50.00 | 5.00 | $122,084 | $0 | $23,403 | Yes (X) | |
| JOSEPH ROGERS III | |||||||
| CFO | 50.00 | 5.00 | $118,816 | $0 | $16,227 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $259,264 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,630 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,072 | FundraisingAmt |
| Government Grants | $1,829,293 | GovernmentGrantsAmt |
| All Other Contributions | $519,687 | AllOtherContributionsAmt |
| Noncash Contributions | $27,831 | NoncashContributionsAmt |
| Total Contributions | $2,416,052 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | 624100 | $14,340,890 | $14,340,890 |
| PROGRAM FEES | 624100 | $415,005 | $415,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,755,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,583 | TotalRevenueColumnAmt |
| Exclusion | $21,583 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $185,473 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $185,473 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,473 | TotalRevenueColumnAmt |
| Exclusion | $185,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $119,309 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,072 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $119,309 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $98,151 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $53,706 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,445 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,445 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE INCOME | 524298 | $22,154 | $22,154 | |
| OTHER INCOME | 561499 | $5,958 | $5,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,451,560 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,806,298 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $229,210 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,530 | TotalAmt |
| Program Services | $227,024 | ProgramServicesAmt |
| Management And General | $53,506 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,698,196 | TotalAmt |
| Program Services | $8,665,539 | ProgramServicesAmt |
| Management And General | $2,032,657 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,174 | TotalAmt |
| Program Services | $20,596 | ProgramServicesAmt |
| Management And General | $4,578 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,521 | TotalAmt |
| Program Services | $292,832 | ProgramServicesAmt |
| Management And General | $68,689 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,913 | TotalAmt |
| Program Services | $814,790 | ProgramServicesAmt |
| Management And General | $191,123 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,039 | TotalAmt |
| Management And General | $18,039 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,860 | TotalAmt |
| Management And General | $16,860 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Fundraising | $33,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,399 | TotalAmt |
| Management And General | $284,399 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,668 | TotalAmt |
| Program Services | $64,668 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,021 | TotalAmt |
| Management And General | $97,021 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,039 | TotalAmt |
| Management And General | $156,039 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,774 | TotalAmt |
| Program Services | $2,144,312 | ProgramServicesAmt |
| Management And General | $186,462 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,604 | TotalAmt |
| Program Services | $1,328,604 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,920 | TotalAmt |
| Program Services | $187,128 | ProgramServicesAmt |
| Management And General | $20,792 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,877 | TotalAmt |
| Program Services | $49,567 | ProgramServicesAmt |
| Management And General | $4,310 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ACTIVITY FEES | $471,332 | $471,332 | |
| CATERING EVENTS | $69,310 | $69,310 | |
| TRAINING/RECRUITING | $59,461 | $59,461 | |
| BAD DEBT | $21,181 | $21,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,140 | TotalAmt |
| Management And General | $46,140 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,629,959 | TotalAmt |
| Program Services | $14,335,702 | ProgramServicesAmt |
| Management And General | $3,261,257 | ManagementAndGeneralAmt |
| Fundraising | $33,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,490 | BOYAmt |
| EOY | $1,542,828 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,168 | BOYAmt |
| EOY | $506,066 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,703 | BOYAmt |
| EOY | $955,474 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,522 | BOYAmt |
| EOY | $6,463 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,943 | BOYAmt |
| EOY | $92,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,003,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,027,597 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,022 | BOYAmt |
| EOY | $975,673 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,381 | BOYAmt |
| EOY | $10,590,663 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,510,229 | BOYAmt |
| EOY | $14,670,140 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,711 | BOYAmt |
| EOY | $243,093 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $238,344 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,429,584 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,711 | BOYAmt |
| EOY | $10,911,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,174,734 | BOYAmt |
| EOY | $2,584,204 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,784 | BOYAmt |
| EOY | $1,174,915 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,937,518 | BOYAmt |
| EOY | $3,759,119 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,510,229 | BOYAmt |
| EOY | $14,670,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$178,399 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,068,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,840,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $807,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,461,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,416,052 | CurrentTaxYearAmt |
| Total | $21,594,344 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,068,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,840,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $807,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,461,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,416,052 | CurrentTaxYearAmt |
| Total | $21,594,344 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,594,344 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,583 | CurrentTaxYearAmt |
| Total | $58,574 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $40,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,112 | CurrentTaxYearAmt |
| Total | $106,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,759,416 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $44,384,535 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE PROCEEDS - 2019 AMOUNT: $ 40,379. 2020 AMOUNT: $ 35,947. 2022 AMOUNT: $ 22,154. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 201. 2020 AMOUNT: $ 1,247. 2021 AMOUNT: $ 612. 2022 AMOUNT: $ 5,958. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,449 | OtherCostOrOtherBasisAmt |
| Book Value | $120,449 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $481,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $274,243 | DepreciationAmt |
| Book Value | $207,553 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $577,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,295 | DepreciationAmt |
| Book Value | $381,145 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,854 | DepreciationAmt |
| Book Value | $49,874 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,625,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,409,205 | DepreciationAmt |
| Book Value | $216,652 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $975,673 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $161,079 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $10,429,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,590,663 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF USE OPERATING LEASE LIABILITIES | Desc |
| Amt | $10,429,584 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,429,584 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,608,837 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $11,705 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $11,705 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,597,132 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$145,572 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$145,572 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,451,560 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,787,236 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,705 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $145,572 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,277 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,629,959 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,629,959 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ONE STEP BEYOND, INC. HAS RECEIVED A DETERMINATION FROM THE U.S. TREASURY DEPARTMENT STATING THAT IT QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A TAX-EXEMPT ORGANIZATION. ACCORDINGLY, NO ACCOUNTING FOR FEDERAL OR STATE INCOME TAXES IS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. ONE STEP BEYOND, INC. HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES AT JUNE 30, 2023. THE ORGANIZATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE ORGANIZATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE ORGANIZATION HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -53,706. DIRECT EXPENSES FROM FUNDRAISING EVENT -119,309. GROSS RECEIPTS FROM INVENTORY SALES 27,443. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 53,706. DIRECT EXPENSES FROM FUNDRAISING EVENT 119,309. GROSS RECEIPTS FROM INVENTORY SALES -27,443. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOLUTE NONPROFIT CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9456 W POTTER DR | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $92,940 | GrossReceiptsAmt |
| Retained By Contractor | $33,000 | RetainedByContractorAmt |
| Net To Organization | $59,940 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $92,940 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $33,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $59,940 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HELP US GROW GALA | Event1Nm |
| Gross Receipts Event1 | $153,970 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $67,072 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $86,898 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,676 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $460 | OtherDirectExpensesEvent1Amt |
| Event2 | SHOWCASE | Event2Nm |
| Gross Receipts Event2 | $21,126 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $21,126 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $46,130 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,276 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,285 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,285 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $25,106 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $661 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $186,381 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,072 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $119,309 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $116,912 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,397 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $119,309 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 5 | $23,203 | FAIR MARKET VALUE |
| Yes (X) | OTHER | 8 | $2,828 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MIMI ROGERS, OSBI'S FOUNDER AND BOARD MEMBER, AND BOARD MEMBER, DR. JOSEPH ROGERS II HAVE A FAMILY RELATIONSHIP AND ARE ALSO THE PARENTS OF MADISON BLANTON, CEO AND JOSEPH ROGERS III, CFO, WHOM ARE BROTHER AND SISTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND WAS REVIEWED BY THE CEO AND CFO. IF THERE IS ADEQUATE TIME, A COPY OF THE 990 IS EMAILED TO THE BOARD FOR REVIEW BEFORE FILING; OTHERWISE THE BOARD WILL BE PROVIDED A COPY AT THE TIME THE ORGANIZATION FILES ITS 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF A DIRECTOR DETERMINES THAT HE OR SHE MAY BE INVOLVED IN A CONFLICT OF INTEREST; OR IF A MAJORITY VOTE OF THE DIRECTORS PRESENT AT A MEETING DETERMINE THERE IS A CONFLICT OF INTEREST OR A PERCEPTION OF A CONFLICT OF INTEREST, THE DIRECTOR(S) IN QUESTION MAY CHOOSE TO REFRAIN FROM VOTING OR PARTICIPATING IN ANY DISCUSSION OF THE ISSUE IN QUESTION. IN ADDITION, THAT INTEREST SHALL BE CLEARLY DISCLOSED IN THE MINUTES OF THE BOARD OR COMMITTEE MEETING IN QUESTION. ANY MEMBER OF THE ONE STEP BEYOND BOARD OF DIRECTORS, OR MEMBERS OF A COMMITTEE FORMED BY THE BOARD OF DIRECTORS, SHALL CLEARLY DISCLOSE A CONFLICT OF INTEREST INVOLVING ANY MOTION, RESOLUTION OR OTHER OFFICIAL ACTION. ADDITIONALLY, A DIRECTOR SHALL NOT VOTE IF A MAJORITY OF BOARD MEMBERS PRESENT DETERMINE BY MAJORITY VOTE THAT IT COULD BE REASONABLY BELIEVED THAT A BOARD MEMBER HAS A CONFLICT OF INTEREST IN THE ISSUE(S) TO BE DECIDED. A DIRECTOR SHALL ALSO REFRAIN FROM VOTING AND/OR PARTICIPATING IF HE OR SHE BELIEVES HIS OR HER PARTICIPATION IS INAPPROPRIATE. IF SUCH A DETERMINATION IS MADE, THE MEMBER(S) IN QUESTION SHALL BE EXCUSED FROM THE DISCUSSION, EXCEPT TO OFFER AN EXPLANATION OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO AND CFO IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THEY CONSIDER THE INDIVIDUALS' PERFORMANCE BASED ON ESTABLISHED GOALS, AGENCY PERFORMANCE, GENERAL MARKET CONDITIONS AND COMPENSATION PAID FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO DETERMINE ANY NECESSARY ADJUSTMENTS IN COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES ARE AVAILABLE UPON WRITTEN REQUEST AS THE ORIGINALS RESIDE IN THE BUSINESS OFFICE |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NIKKI'S NEXT STEP LLC | |||||||||
| PO BOX 1022 | PEORIA | AZ | 85380 | 872763896 | DISABILITY HOUSING | AZ | $60,602 | $54,725 | OSBI |
| NIKKI'S NEXT STEP HOA LLC | |||||||||
| PO BOX 1022 | PEORIA | AZ | 85380 | 872786084 | DISABILITY HOUSING | AZ | $0 | $1,900 | OSBI |
| NIKKI'S NEXT STEP SERVICES LLC | |||||||||
| PO BOX 1022 | PEORIA | AZ | 85380 | 872694400 | DISABILITY HOUSING | AZ | $0 | $1,900 | OSBI |
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