STEP UP TUTORING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEP UP TUTORING (EIN 85-1743432)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202443209349314204
- Schema version
- 2023v5.1
- 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 | 2024-11-15T12:57:19-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851743432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEP UP TUTORING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 3109916928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 4TH STREET STE 214 PMB 1696 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA OLIVIERI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3109916928 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMANTHA OLIVIERI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 4TH STREET STE 214 PMB 1696 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,423,710 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STEPUPTUTORING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | STEP UP TUTORING DRIVES STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. WE RECRUITAND TRAIN MISSION-DRIVEN TUTORS TO WORK WITH STUDENTS ONE-ON-ONE TO DRIVE ACADEMIC GAINS, BOOST HABITS OF SUCCESS, AND DEVELOP POSITIVE RELATIONSHIPS. OUR AIM IS TO ENSURE EVERY YOUNG PERSON HAS THE SUPPORT THEY NEED TO LEARN, DEVELOP, AND ACCESS THEIR DREAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 675 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,663,393 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,370,009 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,028 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,510 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,720,509 | PYTotalRevenueAmt |
| CY Total Revenue | $2,423,710 | 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 | $1,120,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,545,247 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,180 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $259,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $552,976 | PYOtherExpensesAmt |
| CY Other Expenses | $755,767 | CYOtherExpensesAmt |
| PY Total Expenses | $1,695,507 | PYTotalExpensesAmt |
| CY Total Expenses | $2,301,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,002 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $122,696 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $296,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,623 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,267 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $142,115 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $236,596 | NetAssetsOrFundBalancesEOYAmt |
| Mission | STEP UP TUTORING DRIVES STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,814,701 | ExpenseAmt |
| Revenue | $41,510 | RevenueAmt |
| Desc | TUTORING: THE ORGANIZATION'S MISSION IS TO DRIVE STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. | Desc |
| Total Program Service Expenses | $1,814,701 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONPROFIT BOOKKEEPING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9206590344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4052 N TRAILWAY LN | AddressLine1Txt |
| City | GRAND CHUTE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SAMANTHA OLIVERI | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $207,396 | $0 | $0 | |
| LYNN JACOBSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET CARTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD GORDON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE GRAVES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH STIPEK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAKE NEUBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISON YOSHIMOTO-TOWERY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATI RODRIGUEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA G ANAYA | ||||||
| CHIEF PROGRAM OFFICER | 40.00 | $181,983 | $0 | $0 | Yes (X) | |
| KARA O'TOOLE | ||||||
| CHIEF OPERATING OFFICER/TREASURER | 40.00 | $169,800 | $0 | $0 | Yes (X) | |
| JAMES D HALPER | ||||||
| CHAIRPERSON | 10.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $559,179 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA O'TOOLE | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1424 4TH STREET STE 214 PMB 1696 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CHIEF OPERATING OFFICER | ServicesDesc |
| Compensation | $169,800 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,370,009 | AllOtherContributionsAmt |
| Noncash Contributions | $3,671 | NoncashContributionsAmt |
| Total Contributions | $2,370,009 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNENBERG | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $41,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,510 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,510 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,191 | TotalRevenueColumnAmt |
| Exclusion | $12,191 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,423,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,179 | TotalAmt |
| Program Services | $447,659 | ProgramServicesAmt |
| Management And General | $34,662 | ManagementAndGeneralAmt |
| Fundraising | $76,858 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,982 | TotalAmt |
| Program Services | $654,848 | ProgramServicesAmt |
| Management And General | $50,704 | ManagementAndGeneralAmt |
| Fundraising | $112,430 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,323 | TotalAmt |
| Program Services | $42,783 | ProgramServicesAmt |
| Management And General | $3,276 | ManagementAndGeneralAmt |
| Fundraising | $7,264 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,763 | TotalAmt |
| Program Services | $91,875 | ProgramServicesAmt |
| Management And General | $7,114 | ManagementAndGeneralAmt |
| Fundraising | $15,774 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,087 | TotalAmt |
| Management And General | $29,087 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,136 | TotalAmt |
| Program Services | $351,852 | ProgramServicesAmt |
| Management And General | $70,370 | ManagementAndGeneralAmt |
| Fundraising | $46,914 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,224 | TotalAmt |
| Program Services | $16,358 | ProgramServicesAmt |
| Management And General | $1,866 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,952 | TotalAmt |
| Program Services | $113,534 | ProgramServicesAmt |
| Management And General | $29,418 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,097 | TotalAmt |
| Program Services | $21,097 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576 | TotalAmt |
| Management And General | $576 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,775 | TotalAmt |
| Program Services | $10,775 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $61,739 | $61,739 |
| TRAINING | $2,171 | $2,171 |
| DATA MANAGEMENT | $10 | $10 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,301,014 | TotalAmt |
| Program Services | $1,814,701 | ProgramServicesAmt |
| Management And General | $227,073 | ManagementAndGeneralAmt |
| Fundraising | $259,240 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,925 | BOYAmt |
| EOY | $379,152 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,142 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,014 | BOYAmt |
| EOY | $2,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,998 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439 | BOYAmt |
| EOY | $863 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,946 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,272 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,738 | BOYAmt |
| EOY | $382,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,623 | BOYAmt |
| EOY | $146,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,623 | BOYAmt |
| EOY | $146,267 | 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 | $142,115 | BOYAmt |
| EOY | $236,596 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,115 | BOYAmt |
| EOY | $236,596 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,738 | BOYAmt |
| EOY | $382,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $122,696 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$28,215 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 Minus3 Years | $270,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,022,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,663,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,411,519 | CurrentTaxYearAmt |
| Total | $5,367,275 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $270,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,022,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,663,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,411,519 | CurrentTaxYearAmt |
| Total | $5,367,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,151,877 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,215,398 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $12,191 | CurrentTaxYearAmt |
| Total | $12,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,379,466 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,135 | DepreciationAmt |
| Book Value | $863 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $863 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,423,710 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,423,710 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,423,710 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,301,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,301,014 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,301,014 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMANTHA OLIVERI | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $207,396 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $207,396 | $0 | $0 | $0 |
| MARIA G ANAYA | ||||||||||||||
| CHIEF PROGRAM OFFICER | $181,983 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $181,983 | $0 | $0 | $0 |
| KARA O'TOOLE | ||||||||||||||
| CHIEF OPERATING OFFICER/TREASURER | $169,800 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $169,800 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOUNDER'S SON IS EMPLOYED BY THE ORGANIZATION IN AN OPERATIONAL ROLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS CIRCULATED TO ALL STEP UP TUTORING DIRECTORS TO REVIEW, PROVIDE INPUT AND ASK QUESTIONS PRIOR TO SUBMISSION. THE 990 IS THEN REVIEWED AND SIGNED BY THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY OCCURRED DURING THE CURRENT REPORTING PERIOD, WHICH SPANS THE TWELVE MONTHS ENDING ON JUNE 30, 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 351,852. MANAGEMENT AND GENERAL EXPENSES 70,370. FUNDRAISING EXPENSES 46,914. TOTAL EXPENSES 469,136. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION ESTABLISHED AN AUDIT COMMITTEE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 8: | IN 2022, STEP UP TUTORING FILED THEIR TAX RETURNS BEFORE COMPLETING A REVIEW OF THEIR FINANCIAL STATEMENTS. GURSEY SCHNEIDER WAS SUBSEQUENTLY RETAINED TO CONDUCT A REVIEW OF THE 2022 FINANCIAL STATEMENTS. AS A RESULT OF ADJUSTMENTS MADE DURING THIS REVIEW, A TOTAL OF $28,216 IN PRIOR PERIOD ADJUSTMENTS ARE REPORTED ON THE 2023 TAX RETURN. THE BREAKDOWN OF THESE ADJUSTMENTS IS AS FOLLOWS: 1. BALANCE SHEET ADJUSTMENTS: $17,897, INCLUDING STARTUP COSTS THAT WERE PREVIOUSLY CAPITALIZED. 2. INCOME STATEMENT ADJUSTMENTS: $10,319, INCLUDING UNDERSTATED EXPENSES IN 2022. TOTAL PRIOR PERIOD ADJUSTMENTS TO THE FUND BALANCE REPORTED ON FORM 990, PART XI, LINE 8: $28,216 |
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