Civic Intelligence

Stepup Durham

990 • Fiscal year 2017 • EIN 47-4578727

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 19, 2018

1307 W Knox StreetDurham, NC 27705

(919) 973-0890

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

98th percentile

515%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$171,551

Up $143,674 (+515%) from 2016

Net Assets

Up

$169,874

Up $143,063 (+534%) from 2016

Liabilities

Up

$1,677

Up $611 (+57%) from 2016

Revenue

Up

$456,459

Up $133,334 (+41%) from 2016

Expenses

Up

$313,396

Up $17,082 (+5.8%) from 2016

Net Income

Up

$143,063

Up $116,252 (+434%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $27,877Liabilities 2016: $1,066Net Assets 2016: $26,8112016Assets 2017: $171,551Liabilities 2017: $1,677Net Assets 2017: $169,8742017Assets 2018: $209,725Liabilities 2018: $3,497Net Assets 2018: $206,2282018Assets 2019: $285,372Liabilities 2019: $3,640Net Assets 2019: $281,7322019Assets 2020: $382,903Liabilities 2020: $49,434Net Assets 2020: $333,4692020Assets 2021: $454,765Liabilities 2021: $2,800Net Assets 2021: $451,9652021Assets 2022: $616,293Liabilities 2022: $126,985Net Assets 2022: $489,3082022Assets 2023: $498,631Liabilities 2023: $5,136Net Assets 2023: $493,4952023Assets 2024: $476,933Liabilities 2024: $46,829Net Assets 2024: $430,1042024

Highlighted filing

2017

Assets$171,551
Liabilities$1,677
Net Assets$169,874

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2016: $323,125Expenses 2016: $296,314Net Income 2016: $26,8112016Revenue 2017: $456,459Expenses 2017: $313,396Net Income 2017: $143,0632017Revenue 2018: $318,572Expenses 2018: $282,218Net Income 2018: $36,3542018Revenue 2019: $410,217Expenses 2019: $334,713Net Income 2019: $75,5042019Revenue 2020: $469,692Expenses 2020: $417,955Net Income 2020: $51,7372020Revenue 2021: $568,738Expenses 2021: $496,348Net Income 2021: $72,3902021Revenue 2022: $701,493Expenses 2022: $664,150Net Income 2022: $37,3432022Revenue 2023: $833,340Expenses 2023: $829,152Net Income 2023: $4,1882023Revenue 2024: $932,615Expenses 2024: $996,007Net Income 2024: -$63,3922024

Highlighted filing

2017

Revenue$456,459
Expenses$313,396
Net Income$143,063
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.0
Gross Receipts
$456,459
Mission and Program Overview

Mission

Stepup partners with adults to transform their lives through training in life and employment skills.

Stepup durham is a community of diverse faiths that partner with adults and children in the shared goal of transforming their lives through job and life skills training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,053$170,297▲ $148,244
Land, Buildings, and Equipment, Net$5,365$767▼ $4,598
Total Assets$27,877$171,551▲ $143,674
Other Assets Total$459$487▲ $28
Liabilities
Other Liabilities$1,066$1,677▲ $611
Total Liabilities$1,066$1,677▲ $611
Net Assets / Fund Balance
Unrestricted Net Assets$26,811$169,874▲ $143,063
Total Net Assets Fund Balance$26,811$169,874▲ $143,063
Total Liabilities and Net Assets / Fund Balance$27,877$171,551▲ $143,674

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$767$8,430$9,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Syretta HillExecutive DirectorFT$54,421$8,378$62,799

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$456,459
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$391,459
Change in Net Assets
$143,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$456,459
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$456,459
Total Revenue per Form 990
$456,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$223,464
Other Expenses$89,932
Total Fundraising Expense$80,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,334$9,481$10,697$113,512
Current Officers, Directors, Trustees, and Key Employees$10,668$9,412$42,670$62,750
Other Employee Benefits$18,610$2,424$6,871$27,905
Fees for Services Other$16,806--$16,806
Fees for Services Accounting-$15,242-$15,242
Payroll Taxes$8,786$1,497$4,330$14,613
Occupancy$9,994$1,570$2,661$14,225
Fees for Services Management$7,540$628$2,031$10,199
Office Expenses$2,320$734$2,718$5,772
Pension Plan Contributions$2,390$612$1,682$4,684
Depreciation Depletion$4,598--$4,598
Insurance$3,378$216$850$4,444
Travel$1,860$552$996$3,408
Other Expenses$2,383$267$1,590$1,590
All Other Expenses$44$45$1,052$1,141
Total Functional Expenses$189,756$43,335$80,305$313,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$313,396
Total Expenses per Audited Statements$313,396
Total Expenses per Form 990$313,396
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$996
Other Current Liabilities$681
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The executive director reviews form 990. Form 990 is made available to the organization's governing body before it is filed.

Form 990, Part VI, Section B, line 12C

The conflict of interest statement is signed annually by all board members.

Form 990, Part VI, Section B, line 15

Compensation of officers and key employees is controlled by the organization's board of directors. Compensation is reviewed annually and voted on by the board.

Form 990, Part VI, Section C, line 19

The organization's public documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Stepup Durham
EIN
47-4578727
Phone
9199730890
Address
1307 W KNOX STREET, DURHAM, NC 27705

Signing Officer

Name
Syretta Hill
Title
Executive Director
Phone
9199730890
Signed
2018-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Syretta Hill
Formed
2015
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
30

Preparer

Firm
Koonce Wooten & Haywood LLP
Address
P O Box 17806, Raleigh, NC 27619-7806
Preparer
Christopher Duffus
Phone
9197829265
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There were no changes from the prior year in either the oversight process or the selection process used by the organization in choosing an independent accountant during the tax year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0STEP 2: ONCE EMPLOYED, STEPUP PARTICIPANT ADULTS CAN ATTEND A NINE-MONTH INCENTIVIZED PROGRAM THAT EQUIPS THE WHOLE FAMILY WITH THE LIFE SKILLS NECESSARY TO LIVE STABLE LIVES. OUR ADULTS MAY LACK COMMUNITY SUPPORT, BUT ARE RESPONSIBLE AS PRIMARY WAGE EARNERS AND PARENTS. STEP 2 FOCUSES ON PERSONAL DEVELOPMENT, FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT. THE GOAL IS LONG TERM STABILITY IN ALL ASPECTS OF THE ADULT'S LIFE. BETWEEN JULY 1, 2016 AND JUNE 30, 2017, 4 ADULTS ATTENDED THE STEP 2 PROGRAM.
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0143063
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt065000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0456459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0323125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0779584
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0710768
IRS990ScheduleA/SubstantialContributorsTotAmt068816
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0456459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0323125
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0779584
IRS990ScheduleA/TotalSupportAmt0779584
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0313396
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0767
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08430
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0456459
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0767
IRS990ScheduleD/TotalExpensesPerForm990Amt0313396
IRS990ScheduleD/TotalLiabilityAmt01677
IRS990ScheduleD/TotalRevenuePerForm990Amt0456459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0456459
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0313396
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS FORM 990. FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS CONTROLLED BY THE ORGANIZATION'S BOARD OF DIRECTORS. COMPENSATION IS REVIEWED ANNUALLY AND VOTED ON BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WERE NO CHANGES FROM THE PRIOR YEAR IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS USED BY THE ORGANIZATION IN CHOOSING AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STEPUP NORTH CAROLINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0471077443
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COORDINATING ENTITY FOR LOCALLY ORGANIZED STEPUP ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0301 E WHITAKER MILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027608
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010200
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt137150
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt265000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATED COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ALLOCATED COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0STEPUP NORTH CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1STEPUP NORTH CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2STEPUP NORTH CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027877
IRS990/TotalAssetsEOYAmt0171551
IRS990/TotalAssetsGrp/BOYAmt027877
IRS990/TotalAssetsGrp/EOYAmt0171551
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0456459
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt080305
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189756
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01066
IRS990/TotalLiabilitiesEOYAmt01677
IRS990/TotalLiabilitiesGrp/BOYAmt01066
IRS990/TotalLiabilitiesGrp/EOYAmt01677
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0169874
IRS990/TotalOtherCompensationAmt08378
IRS990/TotalProgramServiceExpensesAmt0189756
IRS990/TotalReportableCompFromOrgAmt054421
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0456459
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0171551
IRS990/TotReportableCompRltdOrgAmt00

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