Civic Intelligence

Step Up for Students - Florida Inc.

990 • Fiscal year 2019 • EIN 59-3649371

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 05, 2019

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

32nd percentile

0.17x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.17x

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

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

66th percentile

8.8%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

8th percentile

$273,092

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

87th percentile

18%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

1.5%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$697,130,640

Up $107,736,307 (+18%) from 2018

Net Assets

Up

$576,864,743

Up $63,161,116 (+12%) from 2018

Liabilities

Up

$120,265,897

Up $44,575,191 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin66th percentile

Revenue

Up

$717,949,667

Up $10,288,483 (+1.5%) from 2018

Expenses

Down

$654,788,551

Down $19,815,366 (-2.9%) from 2018

Net Income

Up

$63,161,116

Up $30,103,849 (+91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2019

Assets$697,130,640
Liabilities$120,265,897
Net Assets$576,864,743
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$717,949,667
Expenses$654,788,551
Net Income$63,161,116
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 5, 2019
Return Version
2018v3.1
Gross Receipts
$717,949,667
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$502,820,023$542,649,336▲ $39,829,313
Cash and Non-Interest-Bearing Accounts$19,085,583$63,442,105▲ $44,356,522
Accounts Receivable$5,137,782$4,963,297▼ $174,485
Land, Buildings, and Equipment, Net$2,986,165$2,896,104▼ $90,061
Prepaid Expenses and Deferred Charges$701,402$858,639▲ $157,237
Savings and Temporary Cash Investments$196,000$130,000▼ $66,000
Total Assets$589,394,333$697,130,640▲ $107,736,307
Other Assets Total$58,467,378$82,191,159▲ $23,723,781
Liabilities
Escrow Account Liability$58,467,378$82,182,389▲ $23,715,011
Mortgage Notes Payable Secured by Investment Property$14,986,632$35,000,000▲ $20,013,368
Accounts Payable and Accrued Expenses$2,236,696$3,083,508▲ $846,812
Total Liabilities$75,690,706$120,265,897▲ $44,575,191
Net Assets / Fund Balance
Temporarily Rstr Net Assets$505,588,095$570,243,154▲ $64,655,059
Unrestricted Net Assets$8,115,532$6,621,589▼ $1,493,943
Total Net Assets Fund Balance$513,703,627$576,864,743▲ $63,161,116
Total Liabilities and Net Assets / Fund Balance$589,394,333$697,130,640▲ $107,736,307

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,884,013$1,705,711$4,589,724
Leasehold Improvements$12,091$35,453$47,544
Other Assets Org$8,770--
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug TuthillPresident, SufsFT$244,845$28,247$273,092
Joe PfountzTreasurer & CFO, SufsFT$194,872$25,054$219,926
Anne WhiteCAO, SufsFT$162,690$25,274$187,964
Jonathan BeckhamVP InnovationFT$149,755$31,880$181,635
Alissa RandallVP Marketing & Events, SufFT$155,886$17,963$173,849
Gina LynchVP OperationsFT$145,642$21,826$167,468
Carol MacedoniaVP Student LearningFT$145,157$17,677$162,834
Jonathan EastVP Policy & Public AffairsFT$143,893$16,008$159,901

Board Members and Trustees

NameTitle
John KirtleyChairman, Sufs/director, a
Alfred Al LawsonDirector, Sufs
Alison HertogDirector, Sufs
Curtis StokesDirector, Sufs
John LeggDirector, Sufs
Paul ShermanDirector, Sufs
Richard OutramDirector, Sufs
Terry JoveDirector, Sufs

Highest Paid Contractors

ContractorServicesLocationCompensation
Sap America INCSoftware ServicesPO BOX 7780-824024, Philadelphia, PA 19182-4024$369,358
Robert Half TechnologyConsulting Services12400 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$270,068
Premikati INCSoftware Services310 NORTH ALABAMA STREET STE 200, Indianapolis, IN 46204$230,993
Genesys Telecommunications LaboratoriesTelecommunicationsPO BOX 206174, Dallas, TX 75320-6174$230,741
Acquire Digital LLCMarketing And Advertising2000 GLEN ECHO RD STE 200, Nashville, TN 37215$218,671
Revenue and Support

Revenue Composition

Contributions and Grants
$714,828,892
Program Service Revenue
$1,432,494
Investment Income
$1,673,206
Other Revenue
$15,075
All Other Contributions
$714,828,892
Change in Net Assets
$63,161,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$717,949,667
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$684,276
Total Revenue per Audited Statements
$718,633,943
Total Revenue per Form 990
$717,949,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$624,325,720
Salaries, Compensation, and Employee Benefits$19,899,245
Other Expenses$10,563,586
Total Fundraising Expense$2,666,911
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$624,325,720--$624,325,720
Other Salaries and Wages$13,200,347$829,982$1,378,519$15,408,848
Fees for Services Other$2,765,330$1,275,674$424,337$4,465,341
Other Employee Benefits$1,528,992$251,534$181,488$1,962,014
Payroll Taxes$855,779$189,662$91,319$1,136,760
Occupancy$682,725$123,441$67,131$873,297
Travel$526,410$126,365$147,256$800,031
Pension Plan Contributions$562,224$133,580$63,795$759,599
Depreciation Depletion$603,001$100,760$54,849$758,610
Current Officers, Directors, Trustees, and Key Employees-$632,024-$632,024
Advertising$469,841$72,551$43,526$585,918
Office Expenses$302,884$48,077$76,963$427,924
Other Expenses$212,400$85,772$83,513$298,172
Insurance$227,496$39,435$21,652$288,583
Fees for Services Accounting-$261,069-$261,069
Fees for Services Lobbying$256,683--$256,683
Fees for Services Legal-$121,960-$121,960
Total Functional Expenses$647,722,004$4,399,636$2,666,911$654,788,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$655,248,013
Expenses per Audited Statements$654,788,551
Total Expenses per Form 990$654,788,551
Expenses Not Reported on Form 990$459,462
Expenses Not Reported on Financial Statements$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
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
Yes
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 A, Line 4

“There was a minor change to the by-laws for step up for students in december 2018. Under article iv, section 4.4 under duties, we added duties for the vice chair. The duties include "the vice chair shall be prepared at all times to assume the role of board chair, if necessary. The vice chair, whose knowledge and commitments mirrors that of the chair, may serve in the chair's place for board activities and in the spokesperson capacity.”

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).”

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
2019-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Pfountz
Formed
2000
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
291
Volunteers
1,085

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PL, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Family empowerment scholarship created: in may 2019, gov. Ron desantis signed into law the family empowerment scholarship, which is intended to help reduce the waiting list for the tax credit scholarship and similarly serves students from low-income and working-class households. Step up worked directly with the state department of education to administer this scholarship and its first-year goal in 2019-20 is to serve 18,000 k-12 students.”

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 created a scholarship for special needs children that 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, curriculum and technology and college savings accounts. In june 2018, legislation created a scholarship to provide academic support for elementary school students in district or charter schools who struggle in reading that was signed into law in florida. 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. Parents use this scholarship to pay for tuition and fees related to part-time tutoring, summer and after-school literacy programs, instructional materials and more. During the years ended june 30, 2019 and 2018, step up for students distributed approximately $104.9 million and $77.1 million, leaving a balance of approximately $82.1 million and $58.4 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 both of these programs, 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. C2 is a disregarded entity for federal and state income tax purposes and therefore, reports all federal and state income 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, 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Alabama opportunity action fund revenues 290,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Alabama opportunity action fund expenses 65,186.”

Raw XML AppendixShowing 400 of 908 raw XML fields

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/Desc0FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM: IN THE 2018-19 SCHOOL YEAR, 100,320 UNDERPRIVILEGED STUDENTS ATTENDED 1,825 PRIVATE SCHOOLS ON A STEP UP FOR STUDENTS' TAX CREDIT SCHOLARSHIP. THE K-12 SCHOLARSHIP PROGRAM WAS CREATED IN 2001 TO HELP ALLEVIATE THE ENORMOUS EDUCATIONAL CHALLENGES FACED BY CHILDREN WHO LIVE IN POVERTY, AND IT IS NOW THE LARGEST SUCH SCHOLARSHIP IN THE NATION. ELIGIBLE 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. THE AVERAGE INCOME FOR PARTICIPANTS WAS 13% ABOVE THE FEDERAL POVERTY LEVEL, AND 55% OF THE STUDENTS WERE FROM SINGLE-PARENT HOUSEHOLDS. STANDARDIZED TEST SCORES RELEASED IN AUGUST 2018 SHOWED THAT SCHOLARSHIP STUDENTS WERE ACHIEVING THE SAME GAINS IN READING AND MATH AS STUDENTS OF ALL INCOME LEVELS NATIONALLY, EVEN AS THE STUDENTS WHO CHOSE THE SCHOLARSHIP WERE AMONG THE POOREST AND LOWEST-PERFORMING STUDENTS FROM THE PUBLIC SCHOOLS THEY LEFT BEHIND. IN FEBRUARY 2019, THE URBAN INSTITUTE REPORTED THAT SCHOLARSHIP STUDENTS ARE 43 PERCENT MORE LIKELY THAN THEIR PUBLIC-SCHOOL PEERS TO ATTEND COLLEGE AND 20 PERCENT MORE LIKELY TO EARN BACHELOR'S DEGREES. FOR THE 14TH TIME, STEP UP FOR STUDENTS WAS AWARDED THE COVETED FOUR-STAR RATING BY CHARITY NAVIGATOR FOR FINANCIAL ACCOUNTABILITY AND TRANSPARENCY.
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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 INFORMATION AND 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/ProgramServiceRevenueGrp/Desc1ADVOCACY & CIVIC ENGAG
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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 K5-12TH GRADE STUDENTS WITH PRIORITY GIVEN TO STUDENTS 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 10,750 SCHOLARSHIPS OVER 5 1/2 YEARS REPRESENTING 46 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE GARDINER SCHOLARSHIP ACCOUNT PROGRAM: IN THE 2018-19 SCHOOL YEAR, STEP UP ALSO ADMINISTERED A STATEWIDE SCHOLARSHIP AVAILABLE TO SPECIAL-NEEDS STUDENTS WITH SPECIFIC DISABILITIES THAT INCLUDE: AUTISM, CEREBRAL PALSY, DOWN SYNDROME, SPINA BIFIDA, INTELLECTUAL DISABILITY AND WILLIAMS SYNDROME. FOR 2018-19, THE PROGRAM SERVED 13,407 STUDENTS WHO RECEIVED SCHOLARSHIPS WORTH AN AVERAGE OF $10,306 EACH. THE PROGRAM EMPOWERS FAMILIES TO CHOOSE THE EDUCATIONAL SERVICES THAT BEST MEET THE NEEDS OF THEIR STUDENT, AND THE MONEY CAN BE SPENT FOR SCHOOLS, THERAPISTS, SPECIALISTS, CURRICULUM, TECHNOLOGY - EVEN A COLLEGE SAVINGS ACCOUNT.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0STUDENT DEVELOPMENT AND STUDENT LEARNING: SCHOOLS AND FAMILIES NEED POSITIVE, INFORMED PARTNERSHIPS AND STRONG LEADERSHIP, AS WELL AS CULTURE THAT IS COMMITTED TO CONTINUOUS IMPROVEMENT. WITH THAT AS A GUIDING MANTRA, THE OFFICE OF STUDENT LEARNING WAS ESTABLISHED IN 2011 AND CONTINUES TO GROW TO MEET THE NEEDS OF OUR STEP UP SCHOLARS AND THEIR FAMILIES. THE OFFICE OF STUDENT LEARNING OFFERS FREE STATEWIDE PROFESSIONAL LEARNING, INDIVIDUALIZED SCHOOL SUPPORT, COMMUNICATION TOOLS, A STUDENT INFORMATION SYSTEM - THE TEACHING AND LEARNING EXCHANGE, PARTNERSHIPS WITH NWEA FOR A MAP PROGRAM, CERTIFICATIONS FOR OUR SCHOOL LEADERS, COUNCILS TO SUPPORT OUR GARDINER SCHOOLS AND PARENTS AS WELL AS COMMITTEES TO SUPPORT OUR FLORIDA TAX CREDIT PRINCIPALS. WE ALSO OFFER EVENTS LIKE THE RISING STARS WHERE STUDENTS ARE RECONIZED AS SCHOLARS AND THEIR PARENTS AND SCHOOLS ARE ALSO RECOGNIZED FOR ACHIEVEMENTS. IN 2019, THE OFFICE OF STUDENT LEARNING HELD A CONFERENCE FOR EDUCATORS TO SUPPORT TEACHING, LEARNING AND ASSESSMENT FOR THE FLORIDA TAX CREDIT AND GARDINER PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1RESEARCH ON STUDENT OUTCOMES: EACH TAX CREDIT SCHOLARSHIP IS INTENDED TO PROVIDE A LOW-INCOME STUDENT IN FLORIDA WITH A VIABLE LEARNING OPTION THAT CAN MAKE A DIFFERENCE IN HIS OR HER EDUCATIONAL LIFE. TOWARD THAT OBJECTIVE, STEP UP CONTINUES TO BUILD TOOLS TO ROBUSTLY ASSESS ACADEMIC PROGRESS. THE STATE COLLECTS STANDARDIZED TEST SCORES EVERY YEAR 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 HAS COMPLETED A DATA WAREHOUSE THAT PULLS TOGETHER STUDENT ACADEMIC, DEMOGRAPHIC AND ENROLLMENT INFORMATION FOR MOST OF THE PROGRAM'S HISTORY. FURTHER, STEP UP HAS INVITED RESEARCH ORGANIZATIONS TO MINE STUDENT DATA, AND THE URBAN INSTITUTE RELEASED A SECOND INDEPENDENT REPORT IN FEBRUARY 2019 FINDING THAT STUDENTS ON THE SCHOLARSHIP AT LEAST THREE YEARS ARE 43 PERCENT MORE LIKELY THAN THEIR COUNTERPARTS IN PUBLIC SCHOOLS TO ATTEND COLLEGE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2HOPE SCHOLARSHIP PROGRAM: STEP UP FOR STUDENTS ALSO ADMINISTERS THE HOPE SCHOLARSHIP, 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. THE SCHOLARSHIPS ARE FINANCED BY CONTRIBUTIONS FROM AUTOMOBILE BUYERS, WHO ARE ALLOWED UNDER THE LAW TO REDIRECT UP TO $105 OF THEIR STATE TAXES ON EACH PURCHASE. THOSE CONTRIBUTIONS ARE USED TO PROVIDE TUITION SCHOLARSHIPS TO PARTICIPATING PRIVATE SCHOOLS WORTH UP TO $7,111 OR A $750 TRANSPORTATION SCHOLARSHIP TO A PUBLIC SCHOOL IN ANOTHER DISTRICT. THE SCHOLARSHIP DID NOT BEGIN UNTIL OCTOBER 2018 AND SERVED 123 STUDENTS IN ITS FIRST YEAR. ANY UNUSED FUNDS IN THE HOPE SCHOLARSHIP PROGRAM CAN BE USED TO FUND SCHOLARSHIPS TO STUDENTS ON THE FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM IN THE NEXT STATE OF FLORIDA FISCAL YEAR.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3ILLINOIS INVEST IN KIDS SCHOLARSHIP PROGRAM: 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, A TAX CREDIT SCHOLARSHIP PROGRAM. SINCE NOVEMBER 2017, STEP UP FOR STUDENTS HAS PROVIDED SCHOLARSHIP ADMINISTRATION SERVICES FOR EMPOWER ILLINOIS. 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 2019- 2020 SCHOOL YEAR, QUALIFIED STUDENTS RECEIVED SCHOLARSHIPS OF UP TO $13,336.64, OR FOR INDIVIDUAL DISABILITY EDUCATION ACT STUDENTS, UP TO $26,673.28, 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. ACCORDING TO SUBMITTED AUDIT MATERIAL, FOR THE 2018-2019 SCHOOL YEAR, 32,456 APPLICATIONS WERE SUBMITTED AND RESERVED FOR POTENTIAL REVIEW, WHICH LED TO HAVING 5,528 SCHOLARSHIPS AWARDED TOTALING $37,008,673.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4ADVOCACY AND CIVIC ENGAGEMENT (ACE): ACE THROUGH FLORIDA PARENT NETWORK, ORGANIZES ADVOCATES AND SUPPORTERS WHO BELIEVE CHILDREN SHOULD BE EDUCATED BASED ON HOW THEY LEARN, RATHER THAN WHERE THEY LIVE. THIS INCLUDES PARENTS AND STUDENTS WHO UTILIZE SCHOLARSHIPS AS WELL AS DISTRICT, CHARTER, MAGNET, HOME AND VIRTUAL SCHOOLS. THIS ALSO INCLUDES TEACHERS, COMMUNITY AND SCHOOL LEADERS, FAITH-BASED LEADERS AND ALUMNI. FLORIDA PARENT NETWORK EDUCATES, INFORMS AND TRAINS ADVOCATES AND SUPPORTERS FOR THE PROTECTION AND EXPANSION OF EDUCATION CHOICE. ADVOCACY AND CIVIC ENGAGEMENT PROVIDES THESE SERVICES TO ADVOCATES PARTICIPATING IN PROGRAMS ADMINISTERED BY THE ORGANIZATION AND TO ADVOCATES UTILIZING OTHER CHOICE OPTIONS UNDER CONTRACT SERVICE AGREEMENTS WITH CHOICE ADVOCACY GROUPS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5READING SCHOLARSHIP PROGRAM: THE READING SCHOLARSHIP WAS CREATED IN 2018 TO PROVIDE ACADEMIC SUPPORT FOR ELEMENTARY SCHOOL STUDENTS IN DISTRICT OR CHARTER SCHOOLS, WHO STRUGGLE IN READING. STEP UP FOR STUDENTS, AS AN APPROVED SCHOLARSHIP FUNDING ORGANIZATION, ADMINISTERS 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. 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. IN ITS FIRST YEAR, 2018-19, THE SCHOLARSHIP SERVED 5,375 STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc6FAMILY EMPOWERMENT SCHOLARSHIP: IN MAY 2019, GOV. RON DESANTIS SIGNED INTO LAW THE FAMILY EMPOWERMENT SCHOLARSHIP, WHICH IS INTENDED TO HELP REDUCE THE WAITING LIST FOR THE TAX CREDIT SCHOLARSHIP AND SIMILARLY SERVES STUDENTS FROM LOW-INCOME AND WORKING-CLASS HOUSEHOLDS. STEP UP WORKED DIRECTLY WITH THE STATE DEPARTMENT OF EDUCATION TO ADMINISTER THIS SCHOLARSHIP AND ITS FIRST-YEAR GOAL IN 2019-20 IS TO SERVE 18,000 K-12 STUDENTS.
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt3981486
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt4424301
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt50
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0705681555

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,130,640
Liabilities
$120,265,897
Net assets
$576,864,743
Revenue
$717,949,667
Expenses
$654,788,551
Net income
$63,161,116
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
2019Detailed filing. Detailed filing 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
2017Summary only. Only limited summary 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

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $250M-$1B nonprofits