2021-11-02T17:28:00-05:00 2020-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2020-01-01 861036448 ONE STEP BEYOND INC ONES 6232152449 9299 WEST OLIVE AVE NO 311 PEORIA AZ 85345 JOSEPH ROGERS III CFO 6232152449 2021-11-02 1 JOSEPH ROGERS III 999009999 KRISTEN BASS P01247587 6022646835 2021-11-02 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z MADISON BLANTON 9299 WEST OLIVE AVE NO 311 PEORIA AZ 85345 12732879 0 X WWW.OSBI.ORG X 2001 AZ OSBI PROVIDES DYNAMIC PROGRAMS TO INDIVIDUALS WHO HAVE INTELLECTUAL DISABILITY AND THEIR FAMILIESOSBI PROVIDES DYNAMIC PROGRAMS TO INDIVIDUALS WHO HAVE INTELLECTUAL DISABILITY AND THEIR FAMILIES TO ACHIEVE FULL PARTICIPATION IN THEIR COMMUNITY. 14 14 501 15 0 0 12719781 2840897 0 9835120 15493 16238 0 40580 12735274 12732835 0 0 0 0 8719430 9338811 0 0 21604 3737527 3635420 12456957 12974231 278317 -241396 3147584 3236795 172732 503339 2974852 2733456 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 5878720 9461689 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. 4526109 24980 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. 69907 348451 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. 10474736 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 501 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X JOSEPH B ROGERS III 6232152449 9299 W OLIVE AVE SUITE 311 PEORIA AZ 85345 MIMI ROGERS CEO (RETIRED SEPT 2020) 40.00 X 71967 0 0 MADISON BLANTON CEO 40.00 X 88262 0 21437 JOSEPH B ROGERS III CFO 40.00 X 87419 0 16732 MARY LOU MICHEAELS CHAIR THRU 12/31/2020 5.00 X X 0 0 0 JAMES RIO CHAIR AS OF 12/31/2020 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 CHRIS CURTISS DIRECTOR 1.00 X 0 0 0 CHRISTINE BEARD DIRECTOR 1.00 X 0 0 0 DANIEL 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 JEFF PECK DIRECTOR 1.00 X 0 0 0 DR JOSEPH ROGERS II PHD DIRECTOR 1.00 X 0 0 0 KEN KONDO DIRECTOR 1.00 X 0 0 0 KRISTIE BEAUDOIN DIRECTOR 1.00 X 0 0 0 MEGAN SELVEY DIRECTOR 1.00 X 0 0 0 STEPHANIE HAYES MED DIRECTOR 1.00 X 0 0 0 247648 0 38169 0 0 0 0 0 2313554 527343 996 2840897 CONTRACTED SERVICES 624100 9461689 9461689 PROGRAM FEES 624100 373431 373431 9835120 16282 16282 44 -44 -44 -44 INSURANCE PROCEEDS 900099 40379 40379 OTHER INCOME 900099 201 201 40580 12732835 9835120 0 56818 285817 231512 54305 7883227 6385414 1497813 355496 287952 67544 814271 659560 154711 3417 3417 7195 7195 173778 55041 118737 1050 1050 104484 104484 90432 90432 1887531 1736529 151002 591880 591880 685 685 235644 212080 23564 63383 58312 5071 SUPPLIES 164199 164199 ACTIVITY FEES 69907 69907 BAD DEBT 37177 37177 DUES AND SUBSCRIPTIONS 33688 33688 170970 22350 128066 20554 12974231 10474736 2477891 21604 1799542 1705122 0 148635 156827 18295 8434 14522 69732 103096 2756813 1632330 990407 1124483 122642 122642 3147584 3236795 172732 183124 0 320215 172732 503339 X 2756482 2577700 218370 155756 2974852 2733456 3147584 3236795 -241396 0 X 0 1 X 1 0 X 6710353 8656558 10489944 12068897 2840897 40766649 6710353 8656558 10489944 12068897 2840897 40766649 40766649 1609 1460 2020 15493 16282 36864 40580 40580 40844093 10486004 0.99810 0.99950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2020 AMOUNT: $ 40,379. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 201. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120449 120449 481796 183501 298295 558694 135038 423656 147676 100535 47141 1448198 1213256 234942 1124483 ACCRUED PAYROLL TAXES 320215 320215 X 12732835 0 12732835 0 12732835 12974231 0 12974231 0 12974231 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 DECEMBER 31, 2020 AND 2019. 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, 2017. FORM 990, PART VI, SECTION A, LINE 2 MIMI ROGERS, OSBI'S FOUNDER AND CHIEF EXECUTIVE OFFICER THROUGH SEPTEMBER 1, 2020, AND BOARD MEMBER, DR. JOSEPH ROGERS II HAVE A FAMILY RELATIONSHIP AND ARE ALSO THE PARENTS OF MADISON BLANTON, CURRENT 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. PRIOR TO FILING WITH THE IRS, A COPY OF THE 990 IS EMAILED TO THE BOARD FOR REVIEW. 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