Civic Intelligence

Step Ahead Idaho Inc.

990EZ • Fiscal year 2022 • EIN 27-3488398

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 17, 2023

967 E Parkcenter Blvd 400Boise, ID 83706

(208) 484-8522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

38th percentile

-0.7%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

90th percentile

$39,243

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

6.5%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$279,212

Down $909 (-0.3%) from 2021

Net Assets

Down

$279,212

Down $909 (-0.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,164

Up $7,841 (+6.5%) from 2021

Expenses

Up

$129,073

Up $2,230 (+1.8%) from 2021

Net Income

Up

-$909

Up $5,611 (+86%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $244,101Liabilities 2018: $0Net Assets 2018: $244,1012018Assets 2019: $276,474Net Assets 2019: $276,4742019Assets 2020: $286,640Net Assets 2020: $286,6402020Assets 2021: $280,121Net Assets 2021: $280,1212021Assets 2022: $279,212Net Assets 2022: $279,2122022Assets 2023: $270,767Net Assets 2023: $270,7672023Assets 2024: $258,961Liabilities 2024: $0Net Assets 2024: $258,9612024Assets 2025: $192,909Liabilities 2025: $0Net Assets 2025: $192,9092025

Highlighted filing

2022

Assets$279,212
Liabilities-
Net Assets$279,212

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2018: $80,966Expenses 2018: $70,403Net Income 2018: $10,5632018Revenue 2019: $131,311Expenses 2019: $98,938Net Income 2019: $32,3732019Revenue 2020: $92,567Expenses 2020: $82,401Net Income 2020: $10,1662020Revenue 2021: $120,323Expenses 2021: $126,843Net Income 2021: -$6,5202021Revenue 2022: $128,164Expenses 2022: $129,073Net Income 2022: -$9092022Revenue 2023: $133,145Expenses 2023: $141,590Net Income 2023: -$8,4452023Revenue 2024: $149,968Expenses 2024: $161,774Net Income 2024: -$11,8062024Revenue 2025: $103,547Expenses 2025: $169,599Net Income 2025: -$66,0522025

Highlighted filing

2022

Revenue$128,164
Expenses$129,073
Net Income-$909
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 17, 2023
Return Version
2022v4.1
Gross Receipts
$128,164
Mission and Program Overview

Mission

Step ahead idaho addresses the community need for more comprehensive, affordable college admission counseling by providing free college drop-in advising, free workshops, and fee-for-service workshops.

Program Services

DescriptionGrantsExpenses
STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSIONS COUNSELING WITH A THREE-PRONGED APPROACH, WHICH REPRESENTS OUR THREE MAIN PROGRAM SERVICES: FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, FEE-FOR-SERVICE CLIENTS AND PAID WORKSHOPS. 1. FREE COLLEGE ADVISING DROP-IN CENTERS. WE OPERATE TWO COLLEGE ADVISING CENTERS: A POP-UP DROP-IN AT THE DOWNTOWN YMCA AND A STAND-ALONE CENTER ADJACENT TO THE HILLCREST LIBRARY. THESE DROP-IN CENTERS ARE COMPLETELY FREE OF CHARGE AND DESIGNED TO BE PLACES WHERE STUDENTS CAN GET COUNSELING AND ADVICE ON ANY ASPECT OF THE COLLEGE- GOING PROCESS. WE ARE STILL RECOVERING FROM COVID CLOSURES AND CONTINUE TO OFFER STUDENTS THE OPTION TO EITHER ZOOM WITH US OR VISIT WITH US IN PERSON. BETWEEN BOTH DROP-IN SITES AND VIA ZOOM, WE SEE STUDENTS FOUR DAYS PER WEEK, HELPING STUDENTS AND FAMILIES NAVIGATE THE COLLEGE APPLICATION, FINANCIAL AID, SCHOLARSHIP SEARCH, AND COLLEGE ESSAY WRITING PROCESS. STAFFING THESE SITES OURSELVES AND TRAINING VOLUNTEERS TO ASSIST US, WE TYPICALLY SEE 50-60 STUDENTS EACH MONTH. THE YMCA CHARGES NO RENT FOR THE USE OF THEIR SPACE, AND THE LIBRARY CHARGES 550 PER MONTH FOR THE USE OF OUR HILLCREST OFFICE. OUR PROJECTED RESOURCES BUDGET FOR THESE SITES IS 37,000 PER YEAR. THERE ARE 14 PUBLIC HIGH SCHOOLS IN THE TREASURE VALLEY, AND MORE THAN 10 PRIVATE AND CHARTER HIGH SCHOOLS THAT SERVE OVER 25,000 HIGH SCHOOL STUDENTS. AS THE TREASURE VALLEY EXPERIENCES RAPID GROWTH, OUR CAPACITY TO SERVE THIS INCREASED, DIVERSE POPULATION OF LEARNERS WILL ALSO EXPAND. 2. FREE WORKSHOPS. BEFORE COVID-19, WE STRIVED TO REACH OUT TO THE LARGER COMMUNITY WITH FREE TALKS AT OUR NEW HILLCREST LOCATION AND EVENTS THAT PROVIDE INFORMATION TO TARGETED GROUPS. AMONG OUR MOST HEAVILY ATTENDED SESSIONS WERE: HOW TO CHOOSE A COLLEGE, WHAT TO KNOW ABOUT APPLYING TO SELECTIVE SCHOOLS/MILITARY ACADEMIES/THE IVY LEAGUES, NAVIGATING FINANCIAL AID, BOISE SCHOOL DISTRICT HEALTH PROFESSIONS EXPO AND HOW TO BE A RECRUITED ATHLETE. OUR OUTREACH EXTENDED TO PROVIDING WORKSHOPS AT THE HISPANIC LEADERSHIP CONFERENCE, LEADERSHIP BOISE, BOISE SCHOOL DISTRICT EVENINGS ABOUT HEALTH AND STEMBASED CAREERS, SESSIONS FOR FINANCIAL PLANNERS INTERESTED IN PROVIDING BETTER COLLEGE AFFORDABILITY ADVICE FOR THEIR CLIENTS, AND COLLEGE-READINESS CLINICS FOR OVER 1500 JUNIOR HIGH AND HIGH SCHOOL STUDENTS. THE PANDEMIC SHIFTED OUR FOCUS TO WORKING WITH INDIVIDUALS AND THEIR FAMILIES SO OUR ASSISTANCE IS TARGETED AND PERSONALIZED, AND TO WORKING IN PARTNERSHIP WITH ORGANIZATIONS LIKE COLLEGE BOUND TO DELIVER PROGRAMMING THAT IS DESIGNED FOR FEWER STUDENTS AT ONE TIME VIA IN PERSON SESSIONS AND DIFFERENT DIGITAL LEARNING PLATFORMS. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 10,000 PER YEAR. 3. FEE-FOR-SERVICE CLIENTS & PAID WORKSHOPS. WE OFFER SEVERAL PRIVATE ADVISING OPTIONS FOR STUDENTS, INCLUDING ONE-ON- ONE ADVISING AND INTENSIVE ESSAY-WRITING WORKSHOPS ALL ON A SLIDING-SCALE, FEE-FOR-SERVICE BASIS. OVER TEN YEARS, WE HAVE GROWN FROM SERVING A HANDFUL OF STUDENTS TO OVER 200 ONE-ON-ONE EACH YEAR. IN 2022, WE HELD SEVERAL COLLEGE ESSAY WRITING WORKSHOPS AT OUR HILLCREST CENTER, AS WELL AS AFFORDABLE SMALL-GROUP TEST PREP IN PARTNERSHIP WITH VETTED LOCAL TUTORS WE KNOW OFFER QUALITY TUTORING FOR THE PSAT, SAT AND ACT. WE ALSO VISITED VISION CHARTER TO HOST A COLLEGE READINESS NIGHT FOR 9TH-12TH GRADERS. IN 2023, OUR AIM IS TO INCREASE OUR WORKSHOPS AT AREA SCHOOLS, AS WELL AS HOST PROGRAMS AT OUR HILLCREST OFFICE IN PARTNERSHIP WITH COLLEGE BOUND AND THE IRC. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 14,500 PER YEAR.-$129,073
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE LOVELACEExecutive DiPT$39,243-$39,243
LAURA GIBSONSecretaryPT$35,188-$35,188
CINDY FAZZIOPresidentPT$14,966-$14,966
LIZ O'NEILLTreasurerPT$9,350-$9,350
VICKY SWERDLOFFVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Step Ahead Idaho
EIN
27-3488398
Phone
2084848522
Address
967 E PARKCENTER BLVD 400, BOISE, ID 83706

Signing Officer

Name
LIZ O'NEILL
Title
Treasurer
Phone
2084848522
Signed
2023-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Chigbrow Ryan Murata Chtd
Address
250 S FIFTH ST STE 150, BOISE, ID 83702
Preparer
Brad Ryan
Phone
2083841040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 1,000 office supplies & software 4,976 insurance 1,778 bank & cc processing fees 2,346 dues & subscriptions 60 misc 146 non-investment depreciation 4,040 total 14,346

Form 990-ez, Part II, Line 24

Equipment & furniture 23,642 23,642 less accumulated depreciation 10,849 14,889 total 12,793 8,753

Form 990-ez, Part III

Step ahead idaho addresses the community need for more comprehensive, affordable college admission counseling by providing free college drop-in advising, free workshops, and fee-for-service workshops.

Form 990-ez, Part III, Line 28

Step ahead idaho addresses the community need for more comprehensive, affordable college admissions counseling with a three-pronged approach, which represents our three main program services: free college drop-in advising, free workshops, fee-for-service clients and paid workshops. 1. Free college advising drop-in centers. We operate two college advising centers: a pop-up drop-in at the downtown ymca and a stand-alone center adjacent to the hillcrest library. These drop-in centers are completely free of charge and designed to be places where students can get counseling and advice on any aspect of the college- going process. We are still recovering from covid closures and continue to offer students the option to either zoom with us or visit with us in person. Between both drop-in sites and via zoom, we see students four days per week, helping students and families navigate the college application, financial aid, scholarship search, and college essay writing process. Staffing these sites ourselves and training volunteers to assist us, we typically see 50-60 students each month. The ymca charges no rent for the use of their space, and the library charges 550 per month for the use of our hillcrest office. Our projected resources budget for these sites is 37,000 per year. There are 14 public high schools in the treasure valley, and more than 10 private and charter high schools that serve over 25,000 high school students. As the treasure valley experiences rapid growth, our capacity to serve this increased, diverse population of learners will also expand. 2. Free workshops. Before covid-19, we strived to reach out to the larger community with free talks at our new hillcrest location and events that provide information to targeted groups. Among our most heavily attended sessions were: how to choose a college, what to know about applying to selective schools/military academies/the ivy leagues, navigating financial aid, boise school district health professions expo and how to be a recruited athlete. Our outreach extended to providing workshops at the hispanic leadership conference, leadership boise, boise school district evenings about health and stembased careers, sessions for financial planners interested in providing better college affordability advice for their clients, and college-readiness clinics for over 1500 junior high and high school students. The pandemic shifted our focus to working with individuals and their families so our assistance is targeted and personalized, and to working in partnership with organizations like college bound to deliver programming that is designed for fewer students at one time via in person sessions and different digital learning platforms. Our resources budget for this aspect of our services is 10,000 per year. 3. Fee-for-service clients & paid workshops. We offer several private advising options for students, including one-on- one advising and intensive essay-writing workshops all on a sliding-scale, fee-for-service basis. Over ten years, we have grown from serving a handful of students to over 200 one-on-one each year. In 2022, we held several college essay writing workshops at our hillcrest center, as well as affordable small-group test prep in partnership with vetted local tutors we know offer quality tutoring for the psat, sat and act. We also visited vision charter to host a college readiness night for 9th-12th graders. In 2023, our aim is to increase our workshops at area schools, as well as host programs at our hillcrest office in partnership with college bound and the irc. Our resources budget for this aspect of our services is 14,500 per year.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,000 OFFICE SUPPLIES & SOFTWARE 4,976 INSURANCE 1,778 BANK & CC PROCESSING FEES 2,346 DUES & SUBSCRIPTIONS 60 MISC 146 NON-INVESTMENT DEPRECIATION 4,040 TOTAL 14,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT & FURNITURE 23,642 23,642 LESS ACCUMULATED DEPRECIATION 10,849 14,889 TOTAL 12,793 8,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSION COUNSELING BY PROVIDING FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, AND FEE-FOR-SERVICE WORKSHOPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSIONS COUNSELING WITH A THREE-PRONGED APPROACH, WHICH REPRESENTS OUR THREE MAIN PROGRAM SERVICES: FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, FEE-FOR-SERVICE CLIENTS AND PAID WORKSHOPS. 1. FREE COLLEGE ADVISING DROP-IN CENTERS. WE OPERATE TWO COLLEGE ADVISING CENTERS: A POP-UP DROP-IN AT THE DOWNTOWN YMCA AND A STAND-ALONE CENTER ADJACENT TO THE HILLCREST LIBRARY. THESE DROP-IN CENTERS ARE COMPLETELY FREE OF CHARGE AND DESIGNED TO BE PLACES WHERE STUDENTS CAN GET COUNSELING AND ADVICE ON ANY ASPECT OF THE COLLEGE- GOING PROCESS. WE ARE STILL RECOVERING FROM COVID CLOSURES AND CONTINUE TO OFFER STUDENTS THE OPTION TO EITHER ZOOM WITH US OR VISIT WITH US IN PERSON. BETWEEN BOTH DROP-IN SITES AND VIA ZOOM, WE SEE STUDENTS FOUR DAYS PER WEEK, HELPING STUDENTS AND FAMILIES NAVIGATE THE COLLEGE APPLICATION, FINANCIAL AID, SCHOLARSHIP SEARCH, AND COLLEGE ESSAY WRITING PROCESS. STAFFING THESE SITES OURSELVES AND TRAINING VOLUNTEERS TO ASSIST US, WE TYPICALLY SEE 50-60 STUDENTS EACH MONTH. THE YMCA CHARGES NO RENT FOR THE USE OF THEIR SPACE, AND THE LIBRARY CHARGES 550 PER MONTH FOR THE USE OF OUR HILLCREST OFFICE. OUR PROJECTED RESOURCES BUDGET FOR THESE SITES IS 37,000 PER YEAR. THERE ARE 14 PUBLIC HIGH SCHOOLS IN THE TREASURE VALLEY, AND MORE THAN 10 PRIVATE AND CHARTER HIGH SCHOOLS THAT SERVE OVER 25,000 HIGH SCHOOL STUDENTS. AS THE TREASURE VALLEY EXPERIENCES RAPID GROWTH, OUR CAPACITY TO SERVE THIS INCREASED, DIVERSE POPULATION OF LEARNERS WILL ALSO EXPAND. 2. FREE WORKSHOPS. BEFORE COVID-19, WE STRIVED TO REACH OUT TO THE LARGER COMMUNITY WITH FREE TALKS AT OUR NEW HILLCREST LOCATION AND EVENTS THAT PROVIDE INFORMATION TO TARGETED GROUPS. AMONG OUR MOST HEAVILY ATTENDED SESSIONS WERE: HOW TO CHOOSE A COLLEGE, WHAT TO KNOW ABOUT APPLYING TO SELECTIVE SCHOOLS/MILITARY ACADEMIES/THE IVY LEAGUES, NAVIGATING FINANCIAL AID, BOISE SCHOOL DISTRICT HEALTH PROFESSIONS EXPO AND HOW TO BE A RECRUITED ATHLETE. OUR OUTREACH EXTENDED TO PROVIDING WORKSHOPS AT THE HISPANIC LEADERSHIP CONFERENCE, LEADERSHIP BOISE, BOISE SCHOOL DISTRICT EVENINGS ABOUT HEALTH AND STEMBASED CAREERS, SESSIONS FOR FINANCIAL PLANNERS INTERESTED IN PROVIDING BETTER COLLEGE AFFORDABILITY ADVICE FOR THEIR CLIENTS, AND COLLEGE-READINESS CLINICS FOR OVER 1500 JUNIOR HIGH AND HIGH SCHOOL STUDENTS. THE PANDEMIC SHIFTED OUR FOCUS TO WORKING WITH INDIVIDUALS AND THEIR FAMILIES SO OUR ASSISTANCE IS TARGETED AND PERSONALIZED, AND TO WORKING IN PARTNERSHIP WITH ORGANIZATIONS LIKE COLLEGE BOUND TO DELIVER PROGRAMMING THAT IS DESIGNED FOR FEWER STUDENTS AT ONE TIME VIA IN PERSON SESSIONS AND DIFFERENT DIGITAL LEARNING PLATFORMS. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 10,000 PER YEAR. 3. FEE-FOR-SERVICE CLIENTS & PAID WORKSHOPS. WE OFFER SEVERAL PRIVATE ADVISING OPTIONS FOR STUDENTS, INCLUDING ONE-ON- ONE ADVISING AND INTENSIVE ESSAY-WRITING WORKSHOPS ALL ON A SLIDING-SCALE, FEE-FOR-SERVICE BASIS. OVER TEN YEARS, WE HAVE GROWN FROM SERVING A HANDFUL OF STUDENTS TO OVER 200 ONE-ON-ONE EACH YEAR. IN 2022, WE HELD SEVERAL COLLEGE ESSAY WRITING WORKSHOPS AT OUR HILLCREST CENTER, AS WELL AS AFFORDABLE SMALL-GROUP TEST PREP IN PARTNERSHIP WITH VETTED LOCAL TUTORS WE KNOW OFFER QUALITY TUTORING FOR THE PSAT, SAT AND ACT. WE ALSO VISITED VISION CHARTER TO HOST A COLLEGE READINESS NIGHT FOR 9TH-12TH GRADERS. IN 2023, OUR AIM IS TO INCREASE OUR WORKSHOPS AT AREA SCHOOLS, AS WELL AS HOST PROGRAMS AT OUR HILLCREST OFFICE IN PARTNERSHIP WITH COLLEGE BOUND AND THE IRC. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS 14,500 PER YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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