Civic Intelligence

Step Up for Students - Florida Inc.

990 • Fiscal year 2017 • EIN 59-3649371

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileWWW.STEPUPFORSTUDENTS.ORG

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4655 Salisbury Road No 400Jacksonville, FL 32256

(904) 352-2246

Siviq Scores

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

Liabilities / Assets

17th percentile

0.07x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.07x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Net Margin

13th percentile

-6.4%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

10th percentile

$293,952

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Asset Growth

10th percentile

-4.5%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

2.3%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$518,592,306

Up $69,236,385 (+15%) from 2015

Net Assets

Up

$480,646,360

Up $41,601,595 (+9.5%) from 2015

Liabilities

Up

$37,945,946

Up $27,634,790 (+268%) from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin13th percentile

Revenue

Up

$533,633,596

Up $75,787,576 (+17%) from 2015

Expenses

Up

$568,032,953

Up $192,253,908 (+51%) from 2015

Net Income

Down

-$34,399,357

Down $116,466,332 (-142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5B$1.0B$500M$0Assets 2015: $449,355,921Liabilities 2015: $10,311,156Net Assets 2015: $439,044,7652015Assets 2017: $518,592,306Liabilities 2017: $37,945,946Net Assets 2017: $480,646,3602017Assets 2018: $589,394,333Liabilities 2018: $75,690,706Net Assets 2018: $513,703,6272018Assets 2019: $697,130,640Liabilities 2019: $120,265,897Net Assets 2019: $576,864,7432019Assets 2020: $590,867,275Liabilities 2020: $113,472,247Net Assets 2020: $477,395,0282020Assets 2021: $918,219,749Liabilities 2021: $152,115,150Net Assets 2021: $766,104,5992021Assets 2022: $1,207,920,053Liabilities 2022: $232,935,432Net Assets 2022: $974,984,6212022

Highlighted filing

2017

Assets$518,592,306
Liabilities$37,945,946
Net Assets$480,646,360
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0B$500M$0-$500MRevenue 2015: $457,846,020Expenses 2015: $375,779,045Net Income 2015: $82,066,9752015Revenue 2017: $533,633,596Expenses 2017: $568,032,953Net Income 2017: -$34,399,3572017Revenue 2018: $707,661,184Expenses 2018: $674,603,917Net Income 2018: $33,057,2672018Revenue 2019: $717,949,667Expenses 2019: $654,788,551Net Income 2019: $63,161,1162019Revenue 2020: $620,704,672Expenses 2020: $720,174,387Net Income 2020: -$99,469,7152020Revenue 2021: $988,357,974Expenses 2021: $699,663,403Net Income 2021: $288,694,5712021Revenue 2022: $821,870,206Expenses 2022: $612,990,184Net Income 2022: $208,880,0222022

Highlighted filing

2017

Revenue$533,633,596
Expenses$568,032,953
Net Income-$34,399,357
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$533,642,917
Mission and Program Overview

Mission

Step up for students empowers families to pursue and engage in the most appropriate learning options for their children, with an emphasis on families who lack the information and financial resources to access these options. By pursuing this mission, we help public education fulfill the promise of equal opportunity.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$464,498,513$436,647,533▼ $27,850,980
Cash and Non-Interest-Bearing Accounts$49,756,813$41,903,759▼ $7,853,054
Accounts Receivable$980,432$1,592,791▲ $612,359
Land, Buildings, and Equipment, Net$563,536$1,412,992▲ $849,456
Prepaid Expenses and Deferred Charges$490,048$579,212▲ $89,164
Savings and Temporary Cash Investments$225,000$225,000→ $0
Total Assets$543,244,522$518,592,306▼ $24,652,216
Other Assets Total$26,730,180$36,231,019▲ $9,500,839
Liabilities
Escrow Account Liability$26,730,180$36,231,019▲ $9,500,839
Accounts Payable and Accrued Expenses$1,610,532$1,714,927▲ $104,395
Total Liabilities$28,340,712$37,945,946▲ $9,605,234
Net Assets / Fund Balance
Temporarily Rstr Net Assets$510,979,232$475,536,166▼ $35,443,066
Unrestricted Net Assets$3,924,578$5,110,194▲ $1,185,616
Total Net Assets Fund Balance$514,903,810$480,646,360▼ $34,257,450
Total Liabilities and Net Assets / Fund Balance$543,244,522$518,592,306▼ $24,652,216

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,383,247$1,523,264$2,906,511
Other Land Buildings$29,745$28,880$58,625
Other Assets Org$36,231,019--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug TuthillPresident, SufsFT$263,061$30,891$293,952
Joe PfountzTreas & CFO, Sufs/directorFT$185,863$20,950$206,813
Anne WhiteCOO, Sufs/director, AlosfFT$159,064$19,895$178,959
Scott MasseyCIO, SufsFT$149,709$28,118$177,827
Alissa RandallVP Marketing & Events, SufFT$149,397$13,836$163,233
Carol ThomasVP Student LearningFT$132,759$20,373$153,132
Jonathan EastVP Policy & Public AffairsFT$143,770$7,503$151,273
Gina LynchVP OperationsFT$128,773$12,520$141,293

Board Members and Trustees

NameTitle
Thomas M LeeChairman, Alosf
John KirtleyChairman, Sufs/director, a
Chad FincherDirector, Alosf
John H CooperDirector, Alosf
Reverend Hk MatthewsDirector, Alosf
Alfred Al LawsonDirector, Sufs
Alison HertogDirector, Sufs
Curtis StokesDirector, Sufs
Paul ShermanDirector, Sufs
Richard OutramDirector, Sufs
Terry JoveDirector, Sufs
Governor Bob RileyChariman, Alosf

Highest Paid Contractors

ContractorServicesLocationCompensation
Epic Software CorporationSoftware Services1979 MILKY WAY, Verona, WI 53593$195,583
Meenan PaLegal Services300 S DUVAL ST STE 410, Tallahassee, FL 32301$120,002
Rsm US LLPAccounting Services5155 PAYSPHERE CIRCLE, Chicago, IL 60674$117,195
Cuthbertson & AssociatesConsulting Services9802 BAYMEADOWS RD STE 12 200, Jacksonville, FL 32256$108,185
Revenue and Support

Revenue Composition

Contributions and Grants
$533,245,078
Program Service Revenue
$0
Investment Income
$388,179
Other Revenue
$339
All Other Contributions
$533,245,078
Change in Net Assets
$-34,399,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$548,456,006
Salaries, Compensation, and Employee Benefits$14,110,118
Other Expenses$5,466,829
Total Fundraising Expense$2,139,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$548,456,006--$548,456,006
Other Salaries and Wages$7,954,846$1,500,053$1,213,372$10,668,271
Payroll Taxes$1,065,468$153,978$125,467$1,344,913
Other Employee Benefits$708,574$272,734$107,702$1,089,010
Fees for Services Other$901,687$102,417$53,385$1,057,489
Occupancy$562,254$142,427$72,763$777,444
Current Officers, Directors, Trustees, and Key Employees-$679,724-$679,724
Travel$367,017$120,991$114,967$602,975
Office Expenses$434,161$68,703$57,522$560,386
Advertising$310,601$17,997$33,182$361,780
Pension Plan Contributions$196,038$88,900$43,262$328,200
Insurance$193,191$44,065$25,784$263,040
Depreciation Depletion$191,089$42,087$23,826$257,002
Other Expenses$141,939$53,874$26,450$222,263
Fees for Services Legal$83,072$61,177$3,290$147,539
Fees for Services Accounting-$117,195-$117,195
All Other Expenses$70,171--$70,171
Fees for Services Lobbying$66,809--$66,809
Total Functional Expenses$562,199,462$3,694,165$2,139,326$568,032,953
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
Yes
Subject to proxy tax
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is prepared by the fund's independent auditors after being reviewed by management, the full form 990 informational return is prov1ded 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 2011, 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).”

Filing and Contact Details

Filer

Filer Name
Step Up for Students Inc
EIN
59-3649371
Phone
9043522246
Address
4655 SALISBURY ROAD NO 400, JACKSONVILLE, FL 32256

Signing Officer

Name
Joe Pfountz
Title
CFO
Phone
9043522246
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Pfountz
Formed
2000
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
224
Volunteers
282

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PL, MELBOURNE, FL 32940
Preparer
Theresa a Burdine CPA
Phone
3217516200
Supplemental Narrative

Additional Explanations

Form 990, Part I

“A first-of-its-kind study on the long-term effects of the florida tax credit scholarship program finds that scholarship students are more likely than their public school peers to attend college and earn a degree. The report by researchers at the urban institute, released in 2017, found that florida tax credit scholarship students that participated in the program for four or more years are up to 43 percent more likely to attend florida public college and up to 29 percent more likely to earn an associates degree. These are the most significant academic findings in the program's 16-year history.”

Form 990, Part IX, Line 24E

“Uncollectible school receivables: program service expenses 70,171. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,171.”

FORM 990, PART XII, LINE 2C:

“This process has not changed since the prior year.”

Financial Statement Notes

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, 2017 and 2016, step up for students distributed approximately $58.7 million and $29.1 million, leaving a balance of approximately $36.2 million and $26.7 million respectively, which is recorded in the accompanying 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 accompanying 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. These expenditures are financed by private fundraising and not through either the direct appropriation or tax-credited contributions received under each program, including the 3% administrative allowance each program receives. Step up for students would be subject to an excise tax if it spends more that the amounts permitted. Such limits have not been exceeded. The alabama opportunity scholarship fund is a single-member limited liability company (llc) which is wholly-owned by step up for students. Step up for students is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. As a wholly-owned llc, the alabama opportunity scholarship fund is a disregarded entity for federal and state income tax purposes and therefore, report all federal and state tax information through its parent, 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. Step up for students files income tax returns in the u.s. Federal jurisdiction. 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, 2014.”

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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/ActivityOrMissionDesc0STEP 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.
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IRS990/Desc0FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM:THIS PAST SCHOOL YEAR, 97,900 UNDERPRIVILEGED STUDENTS ATTENDED 1,733 PRIVATE SCHOOLS ON A STEP UP FOR STUDENTS SCHOLARSHIP, AND FOR THE 2017-18 SCHOOL YEAR, WE ANTICIPATE SERVING ROUGHLY 104,000 STUDENTS. 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 2016-17 SCHOOL YEAR, APPROVED STUDENTS COULD CHOOSE BETWEEN SCHOLARSHIPS WORTH UP TO $5,866 FOR PRIVATE SCHOOL TUITION AND FEES OR UP TO $500 IN TRANSPORTATION COSTS TO ATTEND AN OUT-OF-DISTRICT PUBLIC SCHOOL. SINCE ITS CREATION, THE FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM HAS AWARDED 579,115 SCHOLARSHIPS. FOR 2016-17, THE AVERAGE INCOME FOR PARTICIPANTS WAS 4.4% ABOVE THE FEDERAL POVERTY GUIDELINES, AND 55% OF THE STUDENTS WERE FROM SINGLE-PARENT HOUSEHOLDS.STANDARDIZED TEST SCORES RELEASED IN AUGUST 2016 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 2016 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 12TH TIME, STEP UP FOR STUDENTS WAS AWARDED THE COVETED FOUR-STAR RATING BY CHARITY NAVIGATOR AND SCORED A PERFECT 100.0 ON THE NAVIGATOR'S SCALE OF 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, SUFS/DIRECTOR, A
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, SUFS
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IRS990/Form990PartVIISectionAGrp/TitleTxt7CHARIMAN, ALOSF
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN, ALOSF
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR, ALOSF
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR, ALOSF
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt13COO, SUFS/DIRECTOR, ALOSF
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREAS & CFO, SUFS/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CIO, SUFS
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP MARKETING & EVENTS, SUF
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP POLICY & PUBLIC AFFAIRS
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IRS990/MissionDesc0STEP 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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 OVER 7,600 SCHOLARSHIPS OVER 3 1/2 YEARS REPRESENTING 45 OF THE 67 COUNTIES IN ALABAMA. AN ADDITIONAL 18,000 STUDENTS APPLIED BUT WERE NOT AWARDED. THE SCHOLARSHIPS ARE FUNDED BY DONATIONS OF INCOME TAX LIABILITY FROM INDIVIDUALS AND CORPORATIONS WHO RECEIVE AN ALABAMA STATE INCOME TAX CREDIT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE GARDINER SCHOLARSHIP ACCOUNT PROGRAM:IN 2016-17, 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, OR "HIGH RISK" CHILDREN IN KINDERGARTEN. FOR THE 2016-17 SCHOOL YEAR, THE PROGRAM SERVED 7,598 STUDENTS WHO RECEIVED SCHOLARSHIPS WORTH AN AVERAGE OF $10,400 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-EVEN A COLLEGE SAVINGS ACCOUNT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02678786
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESEARCH ON STUDENT OUTCOMES: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 THE FIRST STAGE OF A DATA WAREHOUSE THAT PULLS TOGETHER STUDENT ACADEMIC AND DEMOGRAPHIC INFORMATION ACROSS 15 YEARS. IN 2016-17, STEP UP POLICY ANALYSTS WORKED WITH A PRESTIGIOUS NATIONAL THINK TANK TO EVALUATE HOW MANY STUDENTS GRADUATED AND ATTENDED POSTSECONDARY SCHOOLS AND IS EXPECTING THAT STUDY TO BE RELEASED BY THE END OF 2017.
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$518,592,306
Liabilities
$37,945,946
Net assets
$480,646,360
Revenue
$533,633,596
Expenses
$568,032,953
Net income
-$34,399,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$1,208$233$975$822$613$209
2021Summary only. Only limited summary data is available for this year.$918$152$766$988$700$289
2020Summary only. Only limited summary data is available for this year.$591$113$477$621$720$99.5
2019Summary only. Only limited summary data is available for this year.$697$120$577$718$655$63.2
2018Summary only. Only limited summary data is available for this year.$589$75.7$514$708$675$33.1
2017Detailed filing. Detailed filing data is available for this year.$519$37.9$481$534$568$34.4
2015Summary only. Only limited summary data is available for this year.$449$10.3$439$458$376$82.1
Peer Organizations

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