STEP UP FOR STUDENTS - FLORIDA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEP UP FOR STUDENTS - FLORIDA INC (EIN 59-3649371)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-31
- IRS object ID
- 201843049349301629
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-31T14:44:29-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593649371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEP UP FOR STUDENTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9043522246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4655 SALISBURY ROAD NO 400 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE PFOUNTZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9043522246 | PhoneNum |
| Signature | 2018-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERESA A BURDINE CPA | PreparerPersonNm |
| PTIN | P00362629 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-31 | IPDt |
| IP Tm | 10:30:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A67A8929F43FA5CC44157EC92DC964C532E0622 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A67A8929F43FA5CC44157EC92DC964C532E0622 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA PARENT NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE PFOUNTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4655 SALISBURY ROAD NO 400 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $707,661,184 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STEPUPFORSTUDENTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | STEP UP FOR STUDENTS EMPOWERS PARENTS TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 232 | TotalEmployeeCnt |
| Total Volunteers | 1067 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $533,245,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $705,681,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $976,220 | CYProgramServiceRevenueAmt |
| PY Investment Income | $388,179 | PYInvestmentIncomeAmt |
| CY Investment Income | $999,419 | CYInvestmentIncomeAmt |
| PY Other Revenue | $339 | PYOtherRevenueAmt |
| CY Other Revenue | $3,990 | CYOtherRevenueAmt |
| PY Total Revenue | $533,633,596 | PYTotalRevenueAmt |
| CY Total Revenue | $707,661,184 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $548,456,006 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $650,979,063 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,110,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,927,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,449,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,466,829 | PYOtherExpensesAmt |
| CY Other Expenses | $7,697,802 | CYOtherExpensesAmt |
| PY Total Expenses | $568,032,953 | PYTotalExpensesAmt |
| CY Total Expenses | $674,603,917 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,399,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,057,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $518,592,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,394,333 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,945,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,690,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $480,646,360 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $513,703,627 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STEP UP FOR STUDENTS EMPOWERS PARENTS TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $648,098,857 | ExpenseAmt |
| Grant | $641,591,249 | GrantAmt |
| Desc | FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM:THIS PAST SCHOOL YEAR, 106,548 UNDERPRIVILEGED STUDENTS ATTENDED 1,818 PRIVATE SCHOOLS ON A STEP UP FOR STUDENTS SCHOLARSHIP. THE SCHOLARSHIP PROGRAM WAS CREATED TO HELP ALLEVIATE THE ENORMOUS EDUCATIONAL CHALLENGES FACED BY CHILDREN WHO LIVE IN POVERTY. THE SCHOLARSHIP GIVES PARENTS WITH LIMITED FINANCIAL MEANS THE FREEDOM TO CHOOSE THE SCHOOL THAT BEST MEETS THEIR CHILDREN'S LEARNING NEEDS FROM KINDERGARTEN THROUGH 12TH GRADE. IT IS THE LARGEST SCHOLARSHIP PROGRAM OF THIS NATURE IN THE UNITED STATES.FOR THE 2018-19 SCHOOL YEAR, APPROVED STUDENTS COULD CHOOSE BETWEEN SCHOLARSHIPS WORTH UP TO $7,111 FOR PRIVATE SCHOOL TUITION AND FEES OR UP TO $750 IN TRANSPORTATION COSTS TO ATTEND AN OUT-OF-DISTRICT PUBLIC SCHOOL. SINCE ITS CREATION, THE FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM HAS AWARDED 686,257 SCHOLARSHIPS. FOR 2018-19, THE AVERAGE INCOME FOR PARTICIPANTS WAS 9.6% ABOVE THE FEDERAL POVERTY GUIDELINES, AND 55% OF THE STUDENTS WERE FROM SINGLE-PARENT HOUSEHOLDS.STANDARDIZED TEST SCORES RELEASED IN AUGUST 2017 SHOWED THAT SCHOLARSHIP STUDENTS WERE ACHIEVING THE SAME GAINS IN READING AND MATH AS STUDENTS OF ALL INCOME LEVELS NATIONALLY. BY LAW, SCHOLARSHIP RECIPIENTS EVERY YEAR MUST TAKE A NATIONALLY RECOGNIZED NORM-REFERENCED TEST APPROVED BY THE STATE AND MOST TAKE THE WELL-REGARDED STANFORD ACHIEVEMENT TEST. THE RESULTS REPORTED IN 2017 TRACKED CLOSELY WITH RESULTS IN PRIOR YEARS AND THE RESEARCHER ISSUED TWO KEY FINDINGS:-STUDENTS WHO CHOSE THE SCHOLARSHIP WERE AMONG THE POOREST AND LOWEST-PERFORMING STUDENTS FROM THE PUBLIC SCHOOLS THEY LEFT BEHIND.-THESE SAME STUDENTS ACHIEVED GAINS IN READING AND MATH THAT WERE THE SAME AS ALL STUDENTS NATIONALLY, REGARDLESS OF INCOME LEVEL.FOR THE 13TH TIME, STEP UP FOR STUDENTS WAS AWARDED THE COVETED FOUR-STAR RATING BY CHARITY NAVIGATOR FOR FINANCIAL ACCOUNTABILITY AND TRANSPARENCY. IN OTHER PUBLISHED NATIONAL RANKINGS OF NONPROFITS, STEP UP HAS BEEN RANKED 24TH BY FORBES AND 48TH BY THE CHRONICLE OF PHILANTHROPY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,926,404 | ExpenseAmt |
| Grant | $9,387,814 | GrantAmt |
| Desc | ALABAMA OPPORTUNITY SCHOLARSHIP PROGRAM:THE ALABAMA OPPORTUNITY SCHOLARSHIP FUND (ALOSF) IS A SCHOLARSHIP GRANTING ORGANIZATION FORMED TO IMPLEMENT THE ALABAMA ACOUNTABILITY ACT. ALOSF AWARDS SCHOLARSHIPS TO ELIGIBLE LOW-INCOME STUDENTS WITH PRIORITY GIVEN TO CHILDREN WHO ARE ZONED TO ATTEND A FAILING PUBLIC SCHOOL. THE SCHOLARSHIPS PAY FOR PRIVATE SCHOOL TUITION OR TRANSFER FEES TO A NON-FAILING PUBLIC SCHOOL. THE FIRST SCHOLARSHIPS WERE GRANTED FOR THE SEMESTER STARTING JANUARY 2014. ALOSF HAS AWARDED NEARLY 9,300 SCHOLARSHIPS OVER 4 YEARS REPRESENTING 45 OF THE 67 COUNTIES IN ALABAMA. THE SCHOLARSHIPS ARE FUNDED BY DONATIONS OF INCOME TAX LIABILITY FROM INDIVIDUALS AND CORPORATIONS WHO RECEIVE AN ALABAMA STATE INCOME TAX CREDIT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,565,575 | ExpenseAmt |
| Desc | RESEARCH ON STUDENT OUTCOME:EACH TAX CREDIT SCHOLARSHIP IS INTENDED TO PROVIDE A LOW-INCOME OR WORKING-CLASS STUDENT IN FLORIDA WITH A VIABLE LEARNING OPTION THAT CAN MAKE A DIFFERENCE IN HIS OR HER EDUCATIONAL LIFE. TOWARD THAT OBJECTIVE, STEP UP IS BUILDING TOOLS TO ASSESS ACADEMIC PROGRESS IN A ROBUST WAY. THE STATE ALREADY COLLECTS STANDARDIZED TEST SCORES EVERY YEAR FOR ALL STUDENTS IN GRADES 3-10 AND IN ITS MOST RECENT REPORT DETERMINED THAT SCHOLARSHIP STUDENTS ACHIEVED THE SAME ACADEMIC GAINS IN READING AND MATH AS STUDENTS OF ALL INCOME LEVELS NATIONALLY. STEP UP IS GOING FURTHER. IT HAS COMPLETED A DATA WAREHOUSE THAT PULLS TOGETHER STUDENT ACADEMIC AND DEMOGRAPHIC INFORMATION ACROSS 16 YEARS. FURTHER, STEP UP HAS INVITED RESEARCH ORGANIZATIONS TO MINE STUDENT DATA AND IN THE FALL OF 2017, THE URBAN INSTITUTE RELEASED A REPORT FINDING THAT STUDENTS ON THE SCHOLARSHIP AT LEAST THREE YEARS ARE 40 PERCENT MORE LIKELY THAN THEIR COUNTERPARTS IN PUBLIC SCHOOLS TO ATTEND COLLEGE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,644,817 | ExpenseAmt |
| Revenue | $980,210 | RevenueAmt |
| Desc | THE GARDINER SCHOLARSHIP ACCOUNT PROGRAM: $3,234,009IN 2017-18, STEP UP ALSO ADMINISTERED A STATEWIDE SCHOLARSHIP AVAILABLE TO SPECIAL-NEEDS STUDENTS WITH ONE OF TEN SPECIFIC DISABILITIES: AUTISM, CEREBRAL PALSY, DOWN SYNDROME, PHELAN-MCDERMID SYNDROME, PRADER-WILLI SYNDROME, SPINA BIFIDA, WILLIAMS SYNDROME, INTELLECTUAL DISABILITY (SEVERE COGNITIVE IMPAIRMENT), MUSCULAR DYSTROPHY, DEAF, VISUALLY IMPAIRED, OR DUAL SENSORY IMPAIRED, HOSPITAL HOMEBOUND, BRAIN INJURY OR "HIGH RISK" CHILDREN IN KINDERGARTEN. FOR THE 2017-18 SCHOOL YEAR, THE PROGRAM SERVED 9,601 STUDENTS WHO RECEIVED SCHOLARSHIPS WORTH AN AVERAGE OF $10,279 EACH. THE PROGRAM EMPOWERS FAMILIES TO CHOOSE THE EDUCATIONAL SERVICES THAT BEST MEET THE NEEDS OF THEIR STUDENT, AND THE MONEY CAN BE FOR SCHOOLS, THERAPISTS, SPECIALISTS, CURRICULUM, TECHNOLOGY, OR A COLLEGE SAVINGS ACCOUNT.SCHOOL DEVELOPMENT AND STUDENT LEARNING: $1,893,947STEP UP FOR STUDENTS IS HELPING STRENGTHEN THE PROGRAM'S PARTNERSHIP SCHOOLS BY OFFERING FREE PROFESSIONAL DEVELOPMENT THROUGH STEP UP'S OFFICE OF STUDENT LEARNING. THIS DEPARTMENT'S LARGEST INITIATIVE, SUCCESS PARTNERS, IS A PROFESSIONAL DEVELOPMENT PROGRAM DESIGNED TO CREATE CLOSER RELATIONSHIPS BETWEEN PARENTS TEACHERS ANDADMINISTRATORS AND STUDENTS. THE INITIATIVE IS BASED ON THE BENEFITS OF STRENGTHENING THE FAMILY-SCHOOL PARTNERSHIP FOR THE WELL-BEING OF THE CHILD. SCHOOLS THAT WORK CLOSELY WITH PARENTS OFTEN HAVE HIGH STUDENT ACHIEVEMENT AND QUALITY PROGRAMS. THE CAPSTONE OF SUCCESS PARTNERS NETWORK IS A PARENT-SCHOOL PARTNERSHIP PLAN, DESIGNED TO GIVE TEACHERS, FAMILIES AND STUDENTS A WAY TO UTILIZE THE FLORIDA STATE STANDARDS. WITH THE COMPACT, EACH PARTY AGREES TO SUPPORT ONE ANOTHER FOR THE SUCCESS OF THE STUDENT. THE STANDARDS ARE A NATIONAL INITIATIVE OF UNIFORM ACADEMIC BENCHMARKS ADOPTED IN 45 STATES FOR GRADES KINDERGARTEN THROUGH 12 TO ENSURE THAT STUDENTS ARE READY FOR CAREERS AND COLLEGE. THE TEACHING AND LEARNING EXCHANGE ALSO PROVIDES ALL PARTICIPATING SCHOOLS WITH THE FOLLOWING CUSTOM FUNCTIONS: GRADE BOOK, ATTENDANCE, LESSON AND UNIT PLANS, REPORT CARD, AND PARENT PORTAL. IN ADDITION, STEP UP FOR STUDENTS HAS DEVELOPED A MASTER LEADERSHIP ACADEMY WHICH IS FOCUSED ON SUPPORTING SCHOOL LEADERS TO BECOME DATA DRIVEN DECISION MAKERS IN ALL ASPECTS OF EDUCATIONAL FUNCTIONS. ILLINOIS INVEST IN KIDS SCHOLARSHIP PROGRAM: $766,733STEP UP FOR STUDENTS HAS CONTRACTED WITH EMPOWER ILLINOIS, AN APPROVED 501(C)(3), SCHOLARSHIP GRANTING ORGANIZATION (SGO) IN THE STATE OF ILLINOIS, THAT ADMINISTERS THE ILLINOIS INVEST IN KIDS SCHOLARSHIP PROGRAM, A TAX CREDIT SCHOLARSHIP PROGRAM. SINCE NOVEMBER 2017, STEP UP FOR STUDENTS HAS PROVIDED SCHOLARSHIP ADMINISTRATION SERVICES FOR EMPOWER ILLINOIS, BOTH IN-HOUSE AND THROUGH A THIRD-PARTY PARTNER. EMPOWER ILLINOIS CAN SOLICIT AND RECEIVE CORPORATE AND INDIVIDUAL CONTRIBUTIONS THAT ARE ENTITLED TO A 75% STATE TAX CREDIT OF CORPORATE AND INDIVIDUAL STATE INCOME TAX. THOSE CONTRIBUTIONS, IN TURN MUST BE SPENT TO PROVIDE SCHOLARSHIPS TO LOW INCOME ILLINOIS SCHOOL CHILDREN IN COMPLIANCE WITH THE INVEST IN KIDS ACT. FOR THE 2018-2019 SCHOOL YEAR, QUALIFIED STUDENTS RECEIVED SCHOLARSHIPS OF UP TO $12,973, OR FOR INDIVIDUAL DISABILITY EDUCATION ACT STUDENTS, UP TO $25,946, TO ATTEND A PARTICIPATING PRIVATE SCHOOL WITHIN THE STATE OF ILLINOIS. SCHOLARSHIPS ARE EXPENDED WHEN A STUDENT ATTENDS A PARTCIPATING SCHOOL. EMPOWER ILLINOIS IS ALLOWED TO USE UP TO 5% OF THE CONTRIBUTIONS COLLECTED TO ADMINISTER THE SCHOLARSHIP PROGRAM, AND STEP UP FOR STUDENTS IS COMPENSATED FOR ITS WORK BY EMPOWER ILLINOIS VIA THOSE ADMINISTRATIVE FUNDS.ADVOCACY AND CIVIC ENGAGEMENT: $472,526ADVOCACY AND CIVIC ENGAGEMENT, THROUGH THE FLORIDA PARENT NETWORK, ORGANIZES PARENTS AND SUPPORTERS WHO BELIEVE CHILDREN SHOULD BE EDUCATED BASED ON HOW THEY LEARN, RATHER THAN WHERE THEY LIVE. THIS INCLUDES PARENTS WHO UTILIZE SCHOLARSHIPS AS WELL AS CHARTER, MAGNET, HOME AND VIRTUAL SCHOOLS. THE FLORIDA PARENT NETWORK EDUCATES, INFORMS AND TRAINS PARENTS TO BE ADVOCATES AND SUPPORTERS FOR THE PROTECTION AND EXPANSION OF CHOICE OPPORTUNITIES. ADVOCACY AND CIVIC ENGAGEMENT PROVIDES THESE SERVICES TO PARENTS OF CHILDREN PARTICIPATING IN PROGRAMS ADMINISTERED BY THE ORGANIZATION AND TO PARENTS UTILIZING OTHER CHOICE OPTIONS UNDER CONTRACT SERVICE AGREEMENTS WITH CHOICE ADVOCACY GROUPS.HOPE SCHOLARSHIP PROGRAM: $151,511THE HOPE SCHOLARSHIP WAS ESTABLISHED BY FLORIDA STATUTE 1002.40, WHICH WAS CREATED IN 2018 TO PROVIDE THE OPTION OF PRIVATE SCHOOL SCHOLARSHIPS TO STUDENTS IN PUBLIC SCHOOLS WHO HAVE EXPERIENCED ACTS OF BULLYING AND INTIMIDATION. STEP UP FOR STUDENTS, AS AN APPROVED SCHOLARSHIP FUNDING ORGANIZATION (SFO), IS AUTHORIZED TO ADMINISTER HOPE SCHOLARSHIPS. THE HOPE LAW PROVIDES THAT AUTOMOBILE BUYERS MAY REDIRECT UP TO $105 OF THEIR STATE TAXES ON EACH PURCHASE TOWARD AN AUTHORIZED SFO. THOSE CONTRIBUTIONS MUST BE USED TO PROVIDE TUITION SCHOLARSHIPS TO PARTICIPATING PRIVATE SCHOOLS OR A $750 TRANSPORTATION SCHOLARSHIP TO A PUBLIC SCHOOL IN ANOTHER DISTRICT. THE MAXIMUM TUITION SCHOLARSHIPS FOR 2018-2019 ARE $6,519 FOR ELEMENTARY GRADES, $6,815 FOR MIDDLE SCHOOL AND $7,111 FOR HIGH SCHOOL. STEP UP FOR STUDENTS IS ALLOWED TO USE UP TO 3% OF THE CONTRIBUTIONS TO ADMINISTER THE SCHOLARSHIP. READING SCHOLARSHIP PROGRAM: $126,091THE READING SCHOLARSHIP WAS ESTABLISHED BY FLORIDA STATUTE 1002.411, WHICH WAS CREATED IN 2018 TO PROVIDE ACADEMIC SUPPORT FOR PUBLIC ELEMENTARY SCHOOL STUDENTS WHO STRUGGLE IN READING. STEP UP FOR STUDENTS, AS AN APPROVED SCHOLARSHIP FUNDING ORGANIZATION (SFO), IS AUTHORIZED TO ADMINISTER THE PROGRAM. THE SCHOLARSHIP IS AVAILABLE TO STUDENTS IN THIRD- THROUGH FIFTH-GRADE WHO HAVE SCORED A LEVEL 1 OR 2 ON THE ENGLISH LANGUAGE ARTS SECTION OF THE FLORIDA STANDARDS ASSESSMENT (FSA). EACH SCHOLARSHIP IS WORTH $500, WHICH THE PARENT CAN USE TO PAY FOR TUITION AND FEES RELATED TO PART-TIME TUTORING, SUMMER AND AFTER-SCHOOL LITERACY PROGRAMS, INSTRUCTIONAL MATERIALS AND MORE. THE FUNDING IS FROM DIRECT STATE APPROPRIATIONS (A TOTAL OF $9.7 MILLION FOR 2018-2019). STEP UP FOR STUDENTS IS PROVIDED AN AMOUNT EQUAL TO 3% OF EACH SCHOLARSHIP TO ADMINISTER THE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,644,817 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $980,210 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $668,235,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 497 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 232 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE PFOUNTZ | PersonNm |
| Phone | 9043522246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4655 SALISBURY RD SUITE 400 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN KIRTLEY | |||||||
| CHAIRMAN, SUFS/DIRECTOR, A | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON HERTOG | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED AL LAWSON | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD OUTRAM | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SHERMAN | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS STOKES | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY JOVE | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LEGG | |||||||
| DIRECTOR, SUFS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG TUTHILL | |||||||
| PRESIDENT, SUFS | 40.00 | $282,023 | $0 | $26,153 | Yes (X) | ||
| ANNE WHITE | |||||||
| COO, SUFS | 40.00 | $160,343 | $0 | $21,015 | Yes (X) | ||
| JOE PFOUNTZ | |||||||
| TREAS & CFO, SUFS | 40.00 | $188,881 | $0 | $21,321 | Yes (X) | ||
| SCOTT MASSEY | |||||||
| CIO, SUFS | 40.00 | $152,702 | $0 | $29,364 | Yes (X) | ||
| ALISSA RANDALL | |||||||
| VP MARKETING & EVENTS, SUFS | 40.00 | $152,272 | $0 | $14,786 | Yes (X) | ||
| JONATHAN BECKHAM | |||||||
| VP INNOVATION | 40.00 | $134,623 | $0 | $28,516 | Yes (X) | ||
| CAROL THOMAS | |||||||
| VP STUDENT LEARNING | 40.00 | $136,959 | $0 | $21,532 | Yes (X) | ||
| GINA LYNCH | |||||||
| VP OPERATIONS | 40.00 | $131,460 | $0 | $19,721 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,339,263 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,408 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PREMIKATI INC | |||||
| 310 N ALABAMA ST STE 200 | INDIANAPOLIS | IN | 46204 | SOFTWARE SERVICES | $360,993 |
| TADS | |||||
| 110 N 5TH ST 2ND FLOOR | MINNEAPOLIS | MN | 55403 | APPLICATION PROCESSING | $274,485 |
| CUTHBERTSON & ASSOCIATES | |||||
| 9802 BAYMEADOWS RD STE 12 200 | JACKSONVILLE | FL | 32256 | CONSULTING SERVICES | $257,701 |
| EPIC SOFTWARE CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | SOFTWARE SERVICES | $227,442 |
| ARIBA INC | |||||
| PO BOX 642962 | PITTSBURGH | PA | 15264 | SOFTWARE SERVICES | $214,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $705,681,555 | AllOtherContributionsAmt |
| Total Contributions | $705,681,555 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE CONTRACT | 561000 | $718,720 | $718,720 |
| ADVOCACY & CIVIC ENGAG | 900099 | $257,500 | $257,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $976,220 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $999,419 | TotalRevenueColumnAmt |
| Exclusion | $999,419 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,990 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,990 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $707,661,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $980,210 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $999,419 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,979,063 | TotalAmt |
| Program Services | $650,979,063 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,246 | TotalAmt |
| Management And General | $631,246 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,075,312 | TotalAmt |
| Program Services | $9,609,712 | ProgramServicesAmt |
| Management And General | $1,206,240 | ManagementAndGeneralAmt |
| Fundraising | $1,259,360 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,779 | TotalAmt |
| Program Services | $268,799 | ProgramServicesAmt |
| Management And General | $111,114 | ManagementAndGeneralAmt |
| Fundraising | $113,866 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,815 | TotalAmt |
| Program Services | $860,719 | ProgramServicesAmt |
| Management And General | $178,331 | ManagementAndGeneralAmt |
| Fundraising | $121,765 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,900 | TotalAmt |
| Program Services | $1,319,474 | ProgramServicesAmt |
| Management And General | $177,517 | ManagementAndGeneralAmt |
| Fundraising | $68,909 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,822 | TotalAmt |
| Program Services | $37,722 | ProgramServicesAmt |
| Management And General | $210,738 | ManagementAndGeneralAmt |
| Fundraising | $66,362 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,580 | TotalAmt |
| Management And General | $156,580 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,003 | TotalAmt |
| Program Services | $115,003 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,945 | TotalAmt |
| Program Services | $1,501,175 | ProgramServicesAmt |
| Management And General | $407,824 | ManagementAndGeneralAmt |
| Fundraising | $141,946 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,653 | TotalAmt |
| Program Services | $207,516 | ProgramServicesAmt |
| Management And General | $10,380 | ManagementAndGeneralAmt |
| Fundraising | $75,757 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,598 | TotalAmt |
| Program Services | $423,221 | ProgramServicesAmt |
| Management And General | $51,286 | ManagementAndGeneralAmt |
| Fundraising | $54,091 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,539 | TotalAmt |
| Program Services | $585,021 | ProgramServicesAmt |
| Management And General | $143,085 | ManagementAndGeneralAmt |
| Fundraising | $81,433 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,355 | TotalAmt |
| Program Services | $422,905 | ProgramServicesAmt |
| Management And General | $100,816 | ManagementAndGeneralAmt |
| Fundraising | $92,634 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,633 | TotalAmt |
| Program Services | $291,028 | ProgramServicesAmt |
| Management And General | $57,942 | ManagementAndGeneralAmt |
| Fundraising | $35,663 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,012 | TotalAmt |
| Program Services | $201,388 | ProgramServicesAmt |
| Management And General | $44,514 | ManagementAndGeneralAmt |
| Fundraising | $28,110 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER COSTS | $877,960 | $565,905 | $128,535 | $183,520 |
| BANK FEES | $431,287 | $308,361 | $122,775 | $151 |
| REPAIRS AND MAINTENANCE | $408,807 | $282,877 | $83,224 | $42,706 |
| PRINTING AND POSTAGE | $308,887 | $129,043 | $96,787 | $83,057 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,721 | TotalAmt |
| Program Services | $126,721 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,603,917 | TotalAmt |
| Program Services | $668,235,653 | ProgramServicesAmt |
| Management And General | $3,918,934 | ManagementAndGeneralAmt |
| Fundraising | $2,449,330 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,903,759 | BOYAmt |
| EOY | $19,085,583 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $196,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,647,533 | BOYAmt |
| EOY | $502,820,023 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,791 | BOYAmt |
| EOY | $5,137,782 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,212 | BOYAmt |
| EOY | $701,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,922,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,936,777 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,992 | BOYAmt |
| EOY | $2,986,165 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,231,019 | BOYAmt |
| EOY | $58,467,378 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,592,306 | BOYAmt |
| EOY | $589,394,333 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,714,927 | BOYAmt |
| EOY | $2,236,696 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,231,019 | BOYAmt |
| EOY | $58,467,378 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,986,632 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,945,946 | BOYAmt |
| EOY | $75,690,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,110,194 | BOYAmt |
| EOY | $8,115,532 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,536,166 | BOYAmt |
| EOY | $505,588,095 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,646,360 | BOYAmt |
| EOY | $513,703,627 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,592,306 | BOYAmt |
| EOY | $589,394,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,057,267 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus4 Years | $332,392,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,345,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $521,372,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,245,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $705,681,555 | CurrentTaxYearAmt |
| Total | $2,549,037,025 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,392,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,345,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $521,372,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,245,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $705,681,555 | CurrentTaxYearAmt |
| Total | $2,549,037,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,039,324,727 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,509,712,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $397,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $999,419 | CurrentTaxYearAmt |
| Total | $1,507,952 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,990 | CurrentTaxYearAmt |
| Total | $25,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,550,570,535 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,662,988 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2013 AMOUNT: $ 1,518. 2014 AMOUNT: $ 12,665. 2015 AMOUNT: $ 7,046. 2016 AMOUNT: $ 339. 2017 AMOUNT: $ 3,990. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,858 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,145 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $115,003 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $674,488,914 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $674,603,917 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $55,760 | CurrentYearMinus3Amt |
| Current Year Minus2 | $11,942 | CurrentYearMinus2Amt |
| Current Year Minus1 | $66,809 | CurrentYearMinus1Amt |
| Current Year | $115,003 | CurrentYearAmt |
| Total | $249,514 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $55,760 | CurrentYearMinus3Amt |
| Current Year Minus2 | $8,171 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,454 | CurrentYearMinus1Amt |
| Current Year | $18,858 | CurrentYearAmt |
| Total | $93,243 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | THE EXTERNAL AFFAIRS DIRECTOR AND POLICY DIRECTOR FOR STEP UP FOR STUDENTS PLAYED A PROMINENT ROLE IN 2018 IN THE LEGISLATIVE ADOPTION OF IMPROVEMENTS TO THE GARDINER SCHOLARSHIP AND TAX CREDIT SCHOLARSHIP PROGRAMS AND THE CREATION OF TWO NEW SCHOLARSHIPS, ONE FOR ELEMENTARY STUDENTS WHO STRUGGLE IN READING AND ONE FOR STUDENTS WHO ARE VICTIMS OF BULLYING. THE TWO DIRECTORS ADVISED LEGISLATIVE COMMITTEE STAFF AND LEGISLATORS ON DIFFERENT POINTS ON THE BILL. THEY ALSO WORKED WITH THE DIRECTOR OF ADVOCACY AND CIVIC ENGAGEMENT TO CONNECT GARDINER FAMILIES AND TAX CREDIT SCHOLARSHIP FAMILIES WITH LAWMAKERS TO SUPPORT FOR THE BILLS. THESE LOBBYING EFFORTS ARE FINANCED BY PRIVATE FUNDRAISING AND NOT THROUGH EITHER THE DIRECT APPROPRIATION OR TAX-CREDITED CONTRIBUTIONS RECEIVED UNDER EACH PROGRAM. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $36,231,019 | BeginningBalanceAmt |
| Additions During Year | $99,410,729 | AdditionsDuringYearAmt |
| Distributions During Year | $77,174,370 | DistributionsDuringYearAmt |
| Ending Balance | $58,467,378 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,408 | DepreciationAmt |
| Book Value | $22,217 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,864,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,900,369 | DepreciationAmt |
| Book Value | $2,963,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,986,165 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN TRUST FOR STUDENTS | Desc |
| Book Value | $58,467,378 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $58,467,378 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $708,029,489 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $368,305 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $368,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $707,661,184 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $707,661,184 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $674,972,222 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $368,305 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $368,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $674,603,917 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $674,603,917 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | IN JUNE 2014, LEGISLATION CREATING SCHOLARSHIPS FOR SPECIAL NEEDS CHILDREN WAS SIGNED INTO LAW IN FLORIDA. A GARDINER SCHOLARSHIP ACCOUNT IS ESTABLISHED FOR EACH CHILD THAT IS AWARDED A SPECIAL NEEDS SCHOLARSHIP. PARENTS USE THIS MONEY TO PERSONALIZE THE EDUCATION OF THEIR CHILDREN WITH UNIQUE ABILITIES BY DIRECTING MONEY TOWARDS A COMBINATION OF PROGRAMS AND STATE APPROVED PROVIDERS. THESE INCLUDE SCHOOLS, THERAPISTS, SPECIALISTS, CIRRICULUM AND TECHNOLOGY AND COLLEGE SAVINGS ACCOUNTS. DURING THE YEARS ENDED JUNE 30, 2018 AND 2017, STEP UP FOR STUDENTS DISTRIBUTED APPROXIMATELY $77.1 MILLION AND $60.7 MILLION, LEAVING A BALANCE OF APPROXIMATELY $58.4 MILLION AND $36.2 MILLION RESPECTIVELY, WHICH IS RECORDED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AS BOTH AN ASSET AND A LIABILITY. STEP UP FOR STUDENTS IS ACTING AS AN AGENT FOR THIS PROGRAM, THEREFORE, THERE ARE NO REVENUES AND EXPENSES REPORTED ON THE STATEMENT OF ACTIVITIES FOR SCHOLARSHIP FUNDS RECEIVED AND DISTRIBUTED FROM THE STATE OF FLORIDA. |
| PART X, LINE 2: | STEP UP FOR STUDENTS 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 FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. STEP UP FOR STUDENTS 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. STEP UP FOR STUDENTS WOULD BE SUBJECT TO AN EXCISE TAX IF IT SPENDS MORE THAN THE AMOUNTS PERMITTED. SUCH LIMITS HAVE NOT BEEN EXCEEDED. THE ALABAMA OPPORTUNITY SCHOLARSHIP FUND IS A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES AND THEREFORE, REPORTS ALL FEDERAL AND STATE TAX INFORMATION THROUGH STEP UP FOR STUDENTS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. STEP UP FOR STUDENTS 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 CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, STEP UP FOR STUDENTS IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2015. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM | 106548 | $641,591,249 |
| ALABAMA OPPORTUNITY SCHOLARSHIP | 1590 | $9,387,814 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STEP UP FOR STUDENTS RECEIVES GRANTS TO FUND PROJECTS AND INITIATIVES TO EMPOWER THE FAMILIES OF OUR STUDENTS. THE GRANT EXPENSES ARE TRACKED BY PROJECT CODE FOR EASE OF REPORTING TO OUR GRANTORS, IF APPLICABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUG TUTHILL | ||||||||||||||
| PRESIDENT, SUFS | $282,023 | $0 | $0 | $0 | $0 | $0 | $13,408 | $0 | $12,745 | $0 | $308,176 | $0 | $0 | $0 |
| ANNE WHITE | ||||||||||||||
| COO, SUFS | $160,343 | $0 | $0 | $0 | $0 | $0 | $8,973 | $0 | $12,070 | $0 | $181,386 | $0 | $0 | $0 |
| JOE PFOUNTZ | ||||||||||||||
| TREAS & CFO, SUFS | $188,881 | $0 | $0 | $0 | $0 | $0 | $8,576 | $0 | $12,745 | $0 | $210,202 | $0 | $0 | $0 |
| SCOTT MASSEY | ||||||||||||||
| CIO, SUFS | $152,702 | $0 | $0 | $0 | $0 | $0 | $8,581 | $0 | $20,783 | $0 | $182,066 | $0 | $0 | $0 |
| ALISSA RANDALL | ||||||||||||||
| VP MARKETING & EVENTS, SUFS | $152,272 | $0 | $0 | $0 | $0 | $0 | $8,307 | $0 | $6,489 | $0 | $167,068 | $0 | $0 | $0 |
| JONATHAN BECKHAM | ||||||||||||||
| VP INNOVATION | $134,623 | $0 | $0 | $0 | $0 | $0 | $7,733 | $0 | $20,783 | $0 | $163,139 | $0 | $0 | $0 |
| CAROL THOMAS | ||||||||||||||
| VP STUDENT LEARNING | $136,959 | $0 | $0 | $0 | $0 | $0 | $7,652 | $0 | $13,892 | $0 | $158,503 | $0 | $0 | $0 |
| GINA LYNCH | ||||||||||||||
| VP OPERATIONS | $131,460 | $0 | $0 | $0 | $0 | $0 | $7,290 | $0 | $12,431 | $0 | $151,181 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | STEP UP FOR STUDENTS HAS CONTRACTED WITH EMPOWER ILLINOIS, AN APPROVED 501(C)3, SCHOLARSHIP GRANTING ORGANIZATION (SGO) IN THE STATE OF ILLINOIS, THAT ADMINISTERS THE ILLINOIS INVEST IN KIDS SCHOLARSHIP PROGRAM. SINCE NOVEMBER 2017, STEP UP FOR STUDENTS HAS PROVIDED SCHOLARSHIP ADMINISTRATION SERVICES FOR EMPOWER ILLINOIS, BOTH IN-HOUSE AND THROUGH A THIRD-PARTY PARTNER, TADS. THE ILLINOIS INVEST IN KIDS SCHOLARSHIP PROGRAM IS A TAX CREDIT PROGRAM. EMPOWER ILLINOIS IS ALLOWED TO USE UP TO 5% OF THE CONTRIBUTIONS COLLECTED TO ADMINISTER THE SCHOLARSHIP PROGRAM, AND STEP UP FOR STUDENTS IS COMPENSATED FOR ITS WORK BY EMPOWER ILLINOIS VIA THOSE ADMINISTRATIVE FUNDS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE FUND'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 THE EXECUTIVE TEAM. EACH ACKNOWLEDGE THEIR UNDERSTANDING AND COMPLIANCE BY SIGNING AN ANNUAL COMPLIANCE STATEMENT. 2) THE CFO REVIEWS EACH CONTRACT THE ORGANIZATION ENTERS. 3) FINANCE STAFF AND THE PRESIDENT 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 2016, 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 19 | STEP UP FOR STUDENTS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.STEPUPFORSTUDENTS.ORG. PRINTED COPIES ARE AVAILABLE BY REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALABAMA OPPORTUNITY SCHOLARSHIP FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MAGNOLIA AVE S STE 425 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 493813722 | EIN |
| Primary Activities | SCHOLARSHIP FUNDING | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Total Income | $21,305,696 | TotalIncomeAmt |
| End Of Year Assets | $13,703,401 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEP UP FOR STUDENTS | BusinessNameLine1Txt |
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