2025-05-09T13:14:34-05:00 2024-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-07-01 873825479 STEP UP FOR STUDENTS INC STEP 9043522246 4655 SALISBURY ROAD 400 JACKSONVILLE FL 32256 JOSEPH E PFOUNTZ TREASURER AND CFO 9043522246 2025-05-07 1 0 KELLI PECK P01423033 3217516200 2025-05-07 2023 2025-03-06 01:10:19Z X GRETCHEN SCHOENHAAR 4655 SALISBURY ROAD 400 JACKSONVILLE FL 32256 27431677 0 X WWW.STEPUPFORSTUDENTS.ORG X 2021 FL STEP UP FOR STUDENTS, INC. EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY. 10 10 154 0 0 0 0 0 15913044 27413640 12065 18037 0 0 15925109 27431677 0 0 0 0 13501467 18761416 0 0 0 4318805 6744994 17820272 25506410 -1895163 1925267 2487321 2914979 4382330 2884721 -1895009 30258 X STEP UP FOR STUDENTS, INC. EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY. 0 0 27413640 STEP UP FOR STUDENTS, INC. (SUFS) IS A NONPROFIT ORGANIZATION INCORPORATED ON DECEMBER 3, 2021. SUFS SERVES AS A SUPPORTING ORGANIZATION AND PROVIDES SERVICES TO SUFS-FL AND SUFS-WV. 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 1 154 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X JOSEPH PFOUNTZ CHIEF FINANCIAL OFFICER 9043522246 4655 SALISBURY ROAD 400 JACKSONVILLE FL 32256 JOHN F KIRTLEY BOARD CHAIR 2.00 38.00 X 0 0 0 ALFRED AL LAWSON DIRECTOR 2.00 2.00 X 0 0 0 RICHARD OUTRAM DIRECTOR 2.00 2.00 X 0 0 0 CURTIS STOKES DIRECTOR 2.00 2.00 X 0 0 0 TERRY JOVE DIRECTOR 2.00 2.00 X 0 0 0 JOHN LEGG DIRECTOR 2.00 2.00 X 0 0 0 DENISHA MERRIWEATHER DIRECTOR 2.00 2.00 X 0 0 0 LINH LAM DIRECTOR 2.00 2.00 X 0 0 0 BARON CONCORS DIRECTOR 2.00 2.00 X 0 0 0 KAREN HOBBS DIRECTOR 2.00 2.00 X 0 0 0 DOUG TUTHILL PRESIDENT 2.00 38.00 X 17365 329928 40244 JOE PFOUNTZ TREASURER 2.00 38.00 X 13200 250808 39456 LESLEY SEARCY CHIEF EXTERNAL AFFAIRS OFFICER 2.00 38.00 X 13443 255416 13211 SHAFAYET IMAM CIO (THRU 05/24) 2.00 38.00 X 12990 246811 46525 JILL LAROSE CHIEF CULTURAL OFFICER 2.00 38.00 X 10770 204631 20645 ALEXANDER J MANGAN CHIEF PRODUCT OFFICER 2.00 38.00 X 7380 140225 26176 RUTH ROSE CHIEF CUST. EXP. OFFICER(THRU 09/24) 2.00 38.00 X 5739 109046 13038 SAMANTHA ESPINOSA CHIEF HUMAN RESOURCES OFFICER 2.00 38.00 X 6868 130487 19390 ASHA DESHPANDE SR DIR ENT DATA OP STG(THRU 08/24) 2.00 38.00 X 10682 202957 11721 SUSAN DUGAN VP OF FINANCE (THRU 12/23) 2.00 38.00 X 9558 181602 10288 CRAIG GONSALVES VP OF IT SOLUTIONS 2.00 38.00 X 8684 165000 42871 JILLIAN METZ VP OF EXTERNAL RELATIONS 2.00 38.00 X 8354 158719 28677 SEAN K CHARTIER ARCHITECT, DATA 2.00 38.00 X 8646 164267 18473 133679 2539897 330715 53 0 1 0 STEVEN DOUGLAS ASSOCIATES LLC 13450 WEST SUNRISE BLVD SUITE 200 SUNRISE FL 33323 STAFFING AGENCY 732101 CAW DBA VTECH 2338 IMMOKALEE RD 151 NAPLES FL 34110 SYSTEM SECURITY, CLOUD STORAGE, AND SUPP 402809 MICROSOFT PO BOX 842103 DALLAS TX 752842103 AZURE 362210 QUADRANT JAX PARTNERS LLC 9155 SOUTH DADELAND BLVD MIAMI FL 33156 PROPERTY MANAGEMENT - OFFICE BUILDING RE 323520 GARTNER INC 13200 PAUL J DOHERTY PARKWAY FT MYERS FL 33913 TECHNOLOGICAL RESEARCH AND CONSULTING FI 186183 5 SERVICE FEE REVENUE 561000 27413640 27413640 27413640 18037 18037 27431677 27413640 0 18037 3457414 3457414 12306305 12306305 567590 567590 1240117 1240117 1189990 1189990 382733 382733 192033 192033 215273 215273 257577 257577 473558 473558 279180 279180 204690 204690 375456 375456 CONTRACT SERVICES 2253732 2253732 SOFTWARE LICENSES FEE, 1587532 1587532 REPAIR AND MAINTENANCE 335596 335596 OTHER COST 127517 127517 60117 60117 25506410 0 25506410 0 231353 -12875 4085 8476 454359 589846 434486 113235 115254 321251 1682270 2008281 2487321 2914979 967380 1667209 3414950 1217512 4382330 2884721 X -1895009 30258 -1895009 30258 2487321 2914979 1925267 0 X X 0 1 X 1 0 X X 2 STEP UP FOR STUDENTS-FLORIDA INC 593649371 7 1 0 0 STEP UP FOR STUDENTS-WEST VIRGINIA INC 874413159 7 1 0 0 2 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2 STEP UP FOR STUDENTS, INC. IS IN THE PROCESS OF APPLYING FOR RECOGNITION OF TAX EXEMPTION AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND AS A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1). 434486 113235 321251 321251 RIGHT-OF-USE LEASE ASSETS 1175682 DUE FROM RELATED PARTY 832599 2008281 RIGHT-OF-USE LEASE OBLIGATION 1217512 1217512 X PART X, LINE 2: SUFS-FL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE STATE OF FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. SUFS-FL HAS MADE AN ELECTION UNDER SECTION 501(H) OF THE INTERNAL REVENUE CODE, WHICH PERMITS CERTAIN ELIGIBLE 501(C)(3) ORGANIZATIONS TO MAKE LIMITED EXPENDITURES TO INFLUENCE LEGISLATION. THE ORGANIZATION WOULD BE SUBJECT TO AN EXCISE TAX IF IT SPENDS MORE THAN THE AMOUNTS PERMITTED. SUCH LIMITS HAVE NOT BEEN EXCEEDED. SUFS AND SUFS-WV ARE IN THE PROCESS OF APPLYING FOR TAX EXEMPT STATUS THROUGH FILING OF THE FEDERAL FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. 0 0 0 0 0 0 0 0 0 DOUG TUTHILL PRESIDENT 17365 329928 0 0 0 0 914 17365 1098 20867 19377 368160 0 0 SHAFAYET IMAM CIO (THRU 05/24) 12990 246811 0 0 0 0 685 13023 1641 31176 15316 291010 0 0 JOE PFOUNTZ TREASURER 13200 250808 0 0 0 0 861 16367 1111 21117 15172 288292 0 0 LESLEY SEARCY CHIEF EXTERNAL AFFAIRS OFFICER 13443 255416 0 0 0 0 661 12550 0 0 14104 267966 0 0 JILL LAROSE CHIEF CULTURAL OFFICER 10770 204631 0 0 0 0 485 9207 548 10405 11803 224243 0 0 ASHA DESHPANDE SR DIR ENT DATA OP STG(THRU 08/24) 10682 202957 0 0 0 0 586 11135 0 0 11268 214092 0 0 CRAIG GONSALVES VP OF IT SOLUTIONS 8684 165000 0 0 0 0 503 9551 1641 31176 10828 205727 0 0 SUSAN DUGAN VP OF FINANCE (THRU 12/23) 9558 181602 0 0 0 0 514 9774 0 0 10072 191376 0 0 JILLIAN METZ VP OF EXTERNAL RELATIONS 8354 158719 0 0 0 0 467 8869 967 18374 9788 185962 0 0 SEAN K CHARTIER ARCHITECT, DATA 8646 164267 0 0 0 0 496 9417 428 8132 9570 181816 0 0 ALEXANDER J MANGAN CHIEF PRODUCT OFFICER 7380 140225 0 0 0 0 361 6851 948 18016 8689 165092 0 0 SAMANTHA ESPINOSA CHIEF HUMAN RESOURCES OFFICER 6868 130487 0 0 0 0 324 6166 645 12255 7837 148908 0 0 PART I, LINE 3 ALL COMPENSATION AMOUNTS ARE PAID BY STEP UP FOR STUDENTS - FLORIDA INC. ("SUFS-FL") UNDER A COMMON PAYMASTER ARRANGEMENT. SUFS-FL USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION STUDY OR SURVEY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA FIRM. AFTER BEING REVIEWED BY MANAGEMENT, THE FULL FORM 990 INFORMATIONAL RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. THE BOARD OF DIRECTORS IS ALSO AFFORDED THE OPPORTUNITY TO ASK QUESTIONS WITH RESPECT TO THE FORM 990 BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C STEP UP FOR STUDENTS ENSURES THAT THE CONFLICT OF INTEREST POLICY IS ADHERED TO WITH THE FOLLOWING ACTIVITIES: 1) REGULAR EDUCATION WITH THE BOARD OF DIRECTORS, OFFICERS AND KEY STAFF. EACH YEAR, THE POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND OFFICERS. EACH BOARD MEMBER AND OFFICER ACKNOWLEDGES THEIR UNDERSTANDING AND COMPLIANCE BY SIGNING A COMPLIANCE STATEMENT. 2) THE FINANCIAL ANALYST AND/OR THE HEAD OF PROCUREMENT REVIEW EACH CONTRACT THE ORGANIZATION ENTERS. THE CFO REVIEWS CONTRACTS AS APPROPRIATE. 3) FINANCE STAFF AND THE CONTROLLER REVIEW ALL PAYMENTS AS THEY ARE MADE FOR POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPARABLE COMPENSATION AND BENEFITS DATA OF SIMILAR ORGANIZATIONS. DURING FISCAL YEAR 2024, AN INDEPENDENT COMPENSATION CONSULTING FIRM CONDUCTED A FULL COMPARATIVE STUDY FOR EACH INDIVIDUAL EXECUTIVE POSITION AND ALL NON-EXECUTIVE JOB GRADES. THE COMMITTEE USES THIS INFORMATION, COMBINED WITH THE PERFORMANCE OF THE PRESIDENT, TO RECOMMEND THE PRESIDENT'S COMPENSATION PACKAGE FOR APPROVAL OF THE FULL BOARD. THE FULL BOARD APPROVES THE PACKAGE. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON ORGANIZATION'S WEBSITE. FORM 1023 IS PENDING AND WILL BE AVAILABLE UPON REQUEST UPON FINAL IRS DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 STEP UP FOR STUDENTS, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.STEPUPFORSTUDENTS.ORG. PRINTED COPIES ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN IRC SECTION 6104(D). FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. FORM 990 SCHOLARSHIP SERVICE CONTRACT SUFS-WV HAS CONTRACTED WITH THE STATE OF WEST VIRGINIA'S STATE TREASURER'S OFFICE TO ASSIST WITH THE ADMINISTRATION OF THE WEST VIRGINIA HOPE SCHOLARSHIP PROGRAM IN THE STATE OF WEST VIRGINIA. THE WEST VIRGINIA HOPE SCHOLARSHIP PROGRAM OFFERS QUALIFYING K-12 STUDENTS AN OPPORTUNITY TO BUILD AN INDIVIDUAL LEARNING EXPERIENCE. SUFS-WV HAS BEEN CONTRACTED TO PROVIDE SCHOLARSHIP ADMINISTRATIVE SERVICES TO INCLUDE PROCESSING APPLICATIONS FOR ELIGIBILITY AND BEING THE FIDUCIARY OF THE STUDENT'S SCHOLARSHIP FUNDS, WHICH ARE USED FOR QUALIFYING EDUCATIONAL EXPENSES. FOR THE 2023-2024 SCHOOL YEAR, 6,355 STUDENTS RECEIVED SCHOLARSHIPS, UP TO A MAXIMUM OF $8,787. FOR THE 2022-2023 SCHOOL YEAR, 2,463 STUDENTS RECEIVED SCHOLARSHIPS, UP TO A MAXIMUM OF $4,299. SUFS-WV IS COMPENSATED FOR ITS WORK BY RECEIVING REIMBURSEMENT FOR IMPLEMENTATION COSTS ASSOCIATED WITH THE SCHOLARSHIP PROGRAM AS WELL AS A SERVICE FEE FROM THE STATE OF WEST VIRGINIA'S STATE TREASURER'S OFFICE TO PROVIDE THESE SERVICES. EFFECTIVE JULY 1, 2024, SUFS-WV IS NO LONGER UNDER CONTRACT WITH THE STATE OF WEST VIRGINIA'S STATE TREASURER'S OFFICE STEP UP FOR STUDENTS-FLORIDA INC 4655 SALISBURY ROAD SUITE 400 JACKSONVILLE FL 32256 593649371 PROVIDE MANAGEMENT SERVICES TO RELATED ORGANIZATIONS FL 501(C)(3) LINE 7 STEP UP FOR STUDENTS - FLORIDA INC 0 STEP UP FOR STUDENTS-WEST VIRGINIA INC 4655 SALISBURY ROAD SUITE 400 JACKSONVILLE FL 32256 874413159 PROVIDE MANAGEMENT SERVICES TO RELATED ORGANIZATIONS FL 501(C)(3) LINE 7 STEP UP FOR STUDENTS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 STEP UP FOR STUDENTS-FLORIDA INC Q 389082 FMV STEP UP FOR STUDENTS-WEST VIRGINIA INC Q 443517 FMV STEP UP FOR STUDENTS-FLORIDA INC O 25004371 FMV STEP UP FOR STUDENTS-WEST VIRGINIA INC O 502039 FMV