2023-05-15T15:37:16-05:00 2022-06-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2021-07-01 861036448 ONE STEP BEYOND INC ONES 6232152449 9299 WEST OLIVE AVE 311 PEORIA AZ 85345 JOSEPH ROGERS III CFO 6232152449 2023-05-15 1 JOSEPH ROGERS III 999009999 KRISTEN BASS P01247587 6022646835 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MADISON BLANTON 9299 WEST OLIVE AVE 311 PEORIA AZ 85345 15939920 0 X WWW.OSBI.ORG X 2001 AZ 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. 19 18 545 18 0 0 804182 3461316 5869492 12435287 2021 3195 37194 7704 6712889 15907502 0 0 0 0 4510156 10079695 0 26825 26825 2131027 4668625 6641183 14775145 71706 1132357 4946100 4510229 2140939 572711 2805161 3937518 X 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. 0 0 5971877 6861881 LIFE SKILLS PROGRAMS HELP PARTICIPANTS STRENGTHEN INDEPENDENT LIVING SKILLS, WITH AN EMPHASIS ON MONEY MANAGEMENT, FUNCTIONAL LITERACY, SOCIAL SKILLS, AND SAFE COMMUNITY ACCESS. THESE PROGRAMS OCCUR IN A VARIETY OF SETTINGS: INDIVIDUALS' HOMES, IN THE COMMUNITY, OR AT ONE OF OUR MULTIPLE PROGRAM LOCATIONS. 4265074 3987118 EMPLOYMENT PROGRAMS PROVIDE TRAINING AND VOLUNTEER OPPORTUNITIES THAT LEAD TO COMPETITIVE OR SUPPORTED EMPLOYMENT. FROM JOB SKILLS DEVELOPMENT, JOB PLACEMENT, AND JOB SUPPORT, OSBI JOB COACHES ENSURE SUCCESS AND A POSITIVE EXPERIENCE FOR THE INDIVIDUAL AND THEIR EMPLOYER. 1609879 1593992 SOCIAL RECREATION AND FINE ARTS PROGRAMS PROVIDE MUSIC, ART, DANCE, AND FITNESS OPPORTUNITIES TO PROMOTE PERSONAL WELLNESS. WE EMPHASIZE FORMAL PARTNERSHIPS WITH ORGANIZATIONS SUCH AS SPECIAL OLYMPICS AND THE NATIONAL HOCKEY ASSOCIATION TO INCREASE OUR IMPACT AND LEVERAGE COMMUNITY RESOURCES. 11846830 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 7 0 1 545 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X JOSEPH B ROGERS III 6232152449 9299 W OLIVE AVE SUITE 311 PEORIA AZ 85345 JAMES RIO CHAIR 5.00 X X 0 0 0 EDWARD SCHWEITZER TREASURER 5.00 X X 0 0 0 SHERYL BENAVIDES SECRETARY 5.00 X X 0 0 0 CHRISTINE BEARD DIRECTOR 1.00 X 0 0 0 CHRIS CURTISS DIRECTOR 1.00 X 0 0 0 DANIEL E FREDENBERG DIRECTOR 1.00 X 0 0 0 EDWARD L MORAN III CFP DIRECTOR 1.00 X 0 0 0 GRACE HUANG DIRECTOR 1.00 X 0 0 0 HUGH KNOELL DIRECTOR 1.00 X 0 0 0 DR JOSEPH ROGERS II PHD DIRECTOR 1.00 X 0 0 0 JEFF PECK DIRECTOR 1.00 X 0 0 0 JENNIE S BADER DIRECTOR 1.00 X 0 0 0 KELLY FOGERLIE MBA DIRECTOR 1.00 X 0 0 0 KEN KONDO MBA DIRECTOR 1.00 X 0 0 0 MIMI ROGERS DIRECTOR 5.00 X 18364 0 0 MARK FOSSE DIRECTOR 1.00 X 0 0 0 MARY LOU MICHAELS DIRECTOR 1.00 X 0 0 0 STEPHANIE HAYES MED DIRECTOR 1.00 X 0 0 0 TRAVIS MCGANN DIRECTOR 1.00 X 0 0 0 MADISON BLANTON CEO 40.00 X 91260 0 20114 JOSEPH B ROGERS III CFO 40.00 X 85745 0 18943 195369 0 39057 0 0 0 0 0 58334 2904110 498872 52214 3461316 CONTRACTED SERVICES 624100 12115783 12115783 PROGRAM FEES 624100 319504 319504 12435287 3195 3195 30997 58334 30997 0 8513 1421 7092 7092 OTHER INCOME 561499 612 612 612 15907502 12442991 0 3195 194961 154918 40043 8695402 7046276 1649126 367157 297397 69760 822175 665962 156213 9775 9775 14900 14900 26825 26825 323261 323261 66719 66719 154855 154855 181128 181128 2386382 2195471 190911 790287 790287 225758 203182 22576 5171 4757 414 ACTIVITY FEES 367187 367187 TRAINING/RECRUITING 58209 58209 CATERING EVENTS 54674 54674 BANK FEES 13249 13249 17070 17070 14775145 11846830 2901490 26825 2817417 2516490 257072 258168 542854 414703 14522 14522 61905 18943 3145046 1977024 1133549 1168022 118781 119381 4946100 4510229 203047 196584 1937892 376127 2140939 572711 X 2202489 3174734 602672 762784 2805161 3937518 4946100 4510229 1132357 0 X 0 1 X 1 0 X 10489944 12068897 2840897 807182 3461316 29668236 10489944 12068897 2840897 807182 3461316 29668236 29668236 2020 15493 16282 2021 3195 39011 40580 37194 612 78386 29785633 29411180 0.99610 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2019 AMOUNT: $ 40,379. 2020 AMOUNT: $ 35,947. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 201. 2020 AMOUNT: $ 1,247. 2021 AMOUNT: $ 612. SCHEDULE A, PART II, COLUMN D IN 2021, THE ORGANIZATION CHANGED ITS YEAR-END FROM DECEMBER 31 TO JUNE 30. THE INFORMATION IN PART II 2020 REFLECTS THE SIX-MONTH PERIOD FROM JANUARY 1, 2021 TO JUNE 30, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120449 120449 481796 258194 223602 577440 150431 427009 183053 128265 54788 1782308 1440134 342174 1168022 ACCRUED PAYROLL TAXES 176127 DEFERRED REVENUE 200000 376127 X 15939920 0 15939920 -32418 -32418 15907502 14807563 32418 32418 14775145 0 14775145 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, 2022. 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, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,421. DIRECT EXPENSES FROM FUNDRAISING EVENT -30,997. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,421. DIRECT EXPENSES FROM FUNDRAISING EVENT 30,997. X X X X X X X 1 RESOLUTE NONPROFIT CONSULTING 216 N 18TH AVE 200 PHOENIX AZ 85007 GRANT WRITING 0 109338 26825 82513 109338 26825 82513 AZ CA HELP US GROW GALA 89331 58334 30997 30997 89331 58334 30997 30997 30997 0 X 3 52214 FAIR MARKET VALUE 0 0 1 0 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 NIKKI'S NEXT STEP LLC 9299 W OLIVE 311 PEORIA AZ 85345 872763896 DISABILITY HOUSING AZ 94500 37242 OSBI NIKKI'S NEXT STEP HOA LLC 9299 W OLIVE 311 PEORIA AZ 85345 872786084 DISABILITY HOUSING AZ 1957 1957 OSBI NIKKI'S NEXT STEP SERVICES LLC 9299 W OLIVE 311 PEORIA AZ 85345 872694400 DISABILITY HOUSING AZ 1957 1957 OSBI