2025-05-15T15:06:43-05:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 861036448 ONE STEP BEYOND INC ONES 6232152449 PO BOX 1022 PEORIA AZ 853801022 MADISON BLANTON CHIEF EXECUTIVE OFFICER 6232152449 2025-05-15 1 1 KRISTEN M BASS P01247587 6022646835 2025-05-15 2023 2025-03-06 01:10:19Z MADISON BLANTON PO BOX 1022 PEORIA AZ 853801022 19317548 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. 18 17 490 20 0 0 2416052 1771843 14755895 16616967 207056 109987 72557 104682 17451560 18603479 0 0 0 0 12371334 12935023 33000 33000 552648 5225625 5686747 17629959 18654770 -178399 -51291 14670140 12903868 10911021 9196040 3759119 3707828 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 11441620 12595588 LIFE SKILLS DAY TRAINING AND RECREATIONAL PROGRAMS FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. 2566902 2826669 VOCATIONAL TRIANING AND EMPLOYMENT (INCLUDING IN THE CULINARY ARTS) FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. 1166226 1283848 AT-HOME CARE, HABILITATION, AND RESPITE SERVICES FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES. 15174748 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 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 1 490 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X MADISON BLANTON 6237608025 PO BOX 1022 PEORIA AZ 85380 MARY LOU MICHEAELS DIRECTOR, CHAIR 1.00 5.00 X X 0 0 0 MIMI ROGERS - DIRECTOR SECRETARY, CONSULTANT 5.00 5.00 X X 18364 0 0 PHIL CUSSEN DIRECTOR, TREASURER BEG. APRIL '24 1.00 1.00 X X 0 0 0 KEN KONDO DIRECTOR, TREASURER THRU APRIL '24 1.00 1.00 X X 0 0 0 CHRIS CURTISS DIRECTOR 1.00 X 0 0 0 DANIEL E FREDENBERG DIRECTOR 1.00 1.00 X 0 0 0 EDWARD K MORAN III DIRECTOR 1.00 X 0 0 0 EDWARD SCHWEITZER 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 JAMES TONKIN 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 JOSEPH ROGERS SR DIRECTOR 1.00 1.00 X 0 0 0 KELLY FOGERLIE DIRECTOR 1.00 X 0 0 0 MARC FOSSE DIRECTOR 1.00 X 0 0 0 STEPHANIE HAYES DIRECTOR 1.00 X 0 0 0 TRAVIS MCGANN DIRECTOR 1.00 X 0 0 0 MADISON BLANTON CEO 50.00 5.00 X 106338 0 13721 JOSEPH ROGERS III CFO 50.00 5.00 X 110738 0 3789 SUZANNE ROMAINE DIRECTOR OF DEVELOPMENT 40.00 X 127078 0 5823 362518 0 23333 3 0 0 0 0 78914 1151443 541486 80378 1771843 CONTRACTED SERVICES 624100 16095473 16095473 PROGRAM FEES 624100 521494 521494 16616967 46036 46036 506066 63951 506066 0 0 63951 63951 63951 133947 78914 133947 0 159154 74056 85098 85098 OTHER INCOME 561499 19584 4040 15544 19584 18603479 16706105 0 125531 234585 203226 25231 6128 11310677 9772434 1231920 306323 65592 58712 5948 932 307107 274890 27851 4366 1017062 890868 99051 27143 39665 39665 13720 13720 33000 33000 274472 242039 12513 19920 66158 12511 40749 12898 122661 95772 23189 3700 68469 15981 32965 19523 2403229 2018758 369986 14485 65158 18720 36755 9683 14503 5650 7883 970 192359 1063 191296 PROGRAM SERVICES 2087608 1364975 635925 86708 OTHER PERSONNEL EXPENSE 165358 24047 136514 4797 CATERING EVENTS 99178 99178 OTHER EVENTS 3911 3911 70298 32348 35878 2072 18654770 15174748 2927374 552648 1542828 348245 506066 699138 955474 1880117 6463 6463 92973 215342 3146623 2219956 975673 926667 10590663 8827896 14670140 12903868 243093 265756 238344 366323 10429584 8563961 10911021 9196040 X 2584204 3111052 1174915 596776 3759119 3707828 14670140 12903868 -51291 0 X 0 1 X 1 0 X 2840897 807182 3461316 2416052 1771843 11297290 2840897 807182 3461316 2416052 1771843 11297290 11297290 16282 2021 3195 21583 46036 89117 40580 37194 612 22154 15544 116084 11502491 60400461 0.98220 0.99240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. 2023 AMOUNT: $ 15,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120449 120449 481796 290291 191505 610740 241706 369034 239248 174418 64830 1694390 1513541 180849 926667 SECURITY DEPOSITS 263935 OPERATING LEASE RIGHT-OF-USE ASSET 8563961 8827896 RIGHT-OF USE OPERATING LEASE LIABILITIES 8563961 8563961 X 18738846 1420 1420 18737426 -133947 -133947 18603479 18790137 1420 133947 135367 18654770 0 18654770 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, 2024 AND 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, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT -133,947. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 133,947. X X X X X X X 1 RESOLUTE NONPROFIT CONSULTING 9456 W POTTER DR PEORIA AZ 85380 GRANT WRITING 0 629239 33000 596239 629239 33000 596239 AZ CA HELP US GROW GALA 192453 75027 117426 2303 25475 4750 3000 81898 1 20408 3887 16521 16521 212861 78914 133947 2303 25475 4750 3000 98419 133947 0 X DONATED GOODS 101 80378 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. 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 PO BOX 1022 PEORIA AZ 85380 872763896 DISABILITY HOUSING AZ 150888 95680 OSBI NIKKI'S NEXT STEP HOA LLC PO BOX 1022 PEORIA AZ 85380 872786084 DISABILITY HOUSING AZ 0 1876 OSBI NIKKI'S NEXT STEP SERVICES LLC PO BOX 1022 PEORIA AZ 85380 872694400 DISABILITY HOUSING AZ 0 1876 OSBI