Civic Intelligence

Next Step Ed

EIN 81-3721812 • 501(c)3 • Huntersville, NC

Profile

Next Step Ed host and put on group piano and guitar lessons after school at elementary schools open to all interested students at the school. The organization has classes in Charlotte Mecklenburg Schools in Charlotte, NC. There are two types of programs: (1) A parent-funded program will operate in affluent schools where parents can afford to pay tuition. Free or discounted tuition will be available to students at these schools based upon financial need (2) A third party funded program will operate in Title I schools and other schools with large economically disadvantaged families. These programs will be funded by grants and donations from the community at large and will be free to the students participating.

12838 Levins Hall RoadHuntersville, NC 28078

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.23x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

37th percentile

-4.0%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$45,111

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 32.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-53%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$4,876

Down $5,575 (-53%) from 2018

Liabilities

Flat

$1,100

Flat from 2018

Net Assets

Down

$3,776

Down $5,575 (-60%) from 2018

Operations
Liabilities / Revenue68th percentileNet Margin37th percentile

Revenue

Up

$137,855

Up $41,356 (+43%) from 2018

Expenses

Up

$143,430

Up $52,382 (+58%) from 2018

Net Income

Down

-$5,575

Down $11,026 (-202%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2016: $1Liabilities 2016: $02016Assets 2017: $5,000Liabilities 2017: $1,100Net Assets 2017: $3,9002017Assets 2018: $10,451Liabilities 2018: $1,100Net Assets 2018: $9,3512018Assets 2019: $4,876Liabilities 2019: $1,100Net Assets 2019: $3,7762019

Highlighted filing

2019

Assets$4,876
Liabilities$1,100
Net Assets$3,776
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $22,780Expenses 2017: $18,880Net Income 2017: $3,9002017Revenue 2018: $96,499Expenses 2018: $91,048Net Income 2018: $5,4512018Revenue 2019: $137,855Expenses 2019: $143,430Net Income 2019: -$5,5752019

Highlighted filing

2019

Revenue$137,855
Expenses$143,430
Net Income-$5,575
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$4,876
Liabilities
$1,100
Net assets
$3,776
Revenue
$137,855
Expenses
$143,430
Net income
-$5,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$1.38$1.43$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.96$0.91$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$0.23$0.19$0.04
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$137,855
Mission and Program Overview

Mission

Next Step Ed host and put on group piano and guitar lessons after school at elementary schools open to all interested students at the school. The organization has classes in Charlotte Mecklenburg Schools in Charlotte, NC. There are two types of programs: (1) A parent-funded program will operate in affluent schools where parents can afford to pay tuition. Free or discounted tuition will be available to students at these schools based upon financial need (2) A third party funded program will operate in Title I schools and other schools with large economically disadvantaged families. These programs will be funded by grants and donations from the community at large and will be free to the students participating.

Next step ed host and put on group piano and guitar lessons after school at elementary schools open to all interested students at the school. The organization has classes in charlotte mecklenburg schools in charlotte, nc. There are two types of programs: (1) a parent-funded program operates in affluent schools where parents can afford to pay tuition. Free or discounted tuition is available to students at these schools based upon financial need (2) a third party funded program operates in title i schools and other schools with large economically disadvantaged families. These programs are funded by grants and donations from the community at large and are free to the students participating.

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL LESSONS ON THE PIANO AND GUITAR FOR ALL STUDENTS IN ELEMENTARY SCHOOLS THAT ARE INTERESTED. FREE OR DISCOUNTED TUITION WILL APPLY TO STUDENTS BASED UPON FINANCIAL NEED.$0$132,664
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACOB HUNTPresidentFT$45,111-$45,111
ALISTAIR HUNTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Next Step Ed
EIN
81-3721812
Phone
4073996336
Address
12838 LEVINS HALL ROAD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Jacob Hunt
Title
President
Phone
4073996336
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
415 S SHARON AMITY RD SUITE B, CHARLOTTE, NC 28211
Preparer
Sheila Haas
Phone
9803133835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising and promotion. Amount: 4,484. Description: dues and subscriptions. Amount: 2,474. Description: equipment expense. Amount: 10,074. Description: information technology. Amount: 186. Description: insurance. Amount: 621. Description: keyboard bags. Amount: 1,192. Description: meals and entertainment. Amount: 129. Description: mileage reimbursement. Amount: 15,676. Description: miscellaneous. Amount: 28. Description: office expenses. Amount: 261. Description: teacher supplies. Amount: 321. Description: credit card processing fees. Amount: 3,338. Total to form 990-ez, line 16: 38,784.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: receivables - officers, directors, etc.. Beg. Of year amount: 3,880. End of year amount: 0. Description: office equipment. Beg. Of year amount: 0. End of year amount: 43.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loans payable. Beg. Of year amount: 1,100. End of year amount: 1,100.”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JACOB HUNT
IRS990EZ/BooksInCareOfDetail/PhoneNum04073996336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012838 LEVINS HALL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04833
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5575
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt04876
IRS990EZ/GrossReceiptsAmt0137855
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09351
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09351
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03776
IRS990EZ/OccupancyRentUtltsAndMaintAmt013975
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt045111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACOB HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISTAIR HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03880
IRS990EZ/OtherAssetsTotalDetail/EOYAmt043
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038784
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NEXT STEP ED HOST AND PUT ON GROUP PIANO AND GUITAR LESSONS AFTER SCHOOL AT ELEMENTARY SCHOOLS OPEN TO ALL INTERESTED STUDENTS AT THE SCHOOL. THE ORGANIZATION HAS CLASSES IN CHARLOTTE MECKLENBURG SCHOOLS IN CHARLOTTE, NC. THERE ARE TWO TYPES OF PROGRAMS: (1) A PARENT-FUNDED PROGRAM OPERATES IN AFFLUENT SCHOOLS WHERE PARENTS CAN AFFORD TO PAY TUITION. FREE OR DISCOUNTED TUITION IS AVAILABLE TO STUDENTS AT THESE SCHOOLS BASED UPON FINANCIAL NEED (2) A THIRD PARTY FUNDED PROGRAM OPERATES IN TITLE I SCHOOLS AND OTHER SCHOOLS WITH LARGE ECONOMICALLY DISADVANTAGED FAMILIES. THESE PROGRAMS ARE FUNDED BY GRANTS AND DONATIONS FROM THE COMMUNITY AT LARGE AND ARE FREE TO THE STUDENTS PARTICIPATING.
IRS990EZ/PrintingPublicationsPostageAmt03438
IRS990EZ/ProgramServiceRevenueAmt0137854
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATIONAL LESSONS ON THE PIANO AND GUITAR FOR ALL STUDENTS IN ELEMENTARY SCHOOLS THAT ARE INTERESTED. FREE OR DISCOUNTED TUITION WILL APPLY TO STUDENTS BASED UPON FINANCIAL NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0132664
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt083676
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01100
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0143430
IRS990EZ/TotalProgramServiceExpensesAmt0132664
IRS990EZ/TotalRevenueAmt0137855
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0137854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0252260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0102
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0257134
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022780
IRS990ScheduleA/Total509Grp/TotalAmt0257134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 4,484. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 2,474. DESCRIPTION: EQUIPMENT EXPENSE. AMOUNT: 10,074. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 186. DESCRIPTION: INSURANCE. AMOUNT: 621. DESCRIPTION: KEYBOARD BAGS. AMOUNT: 1,192. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 129. DESCRIPTION: MILEAGE REIMBURSEMENT. AMOUNT: 15,676. DESCRIPTION: MISCELLANEOUS. AMOUNT: 28. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 261. DESCRIPTION: TEACHER SUPPLIES. AMOUNT: 321. DESCRIPTION: CREDIT CARD PROCESSING FEES. AMOUNT: 3,338. TOTAL TO FORM 990-EZ, LINE 16: 38,784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RECEIVABLES - OFFICERS, DIRECTORS, ETC.. BEG. OF YEAR AMOUNT: 3,880. END OF YEAR AMOUNT: 0. DESCRIPTION: OFFICE EQUIPMENT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LOANS PAYABLE. BEG. OF YEAR AMOUNT: 1,100. END OF YEAR AMOUNT: 1,100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04073996336
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEXT STEP ED
ReturnHeader/Filer/BusinessNameControlTxt0NEXT
ReturnHeader/Filer/EIN0813721812
ReturnHeader/Filer/PhoneNum04073996336
ReturnHeader/Filer/USAddress/AddressLine1Txt012838 LEVINS HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E663EB9F880CDA18EC6E13B3CF7D04333A7F8F86
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.198.32.162
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:33:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 S SHARON AMITY RD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum09803133835
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEILA HAAS
ReturnHeader/ReturnTs02020-11-12T09:35:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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