Civic Intelligence

Next Step Ed

990EZ • Fiscal year 2017 • EIN 81-3721812

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

12838 Levins Hall RdHuntersville, NC 28078

(407) 399-6336

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

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

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

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

78th percentile

$4,728

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

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

Asset Growth

100th percentile

499900%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Up

$5,000

Up $4,999 (+499900%) from 2016

Net Assets

$3,900

No earlier filing loaded for comparison.

Liabilities

Up

$1,100

Up $1,100 from 2016

Revenue

Up

$22,780

Up $22,780 from 2016

Expenses

Up

$18,880

Up $18,880 from 2016

Net Income

Up

$3,900

Up $3,900 from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$5,000
Liabilities$1,100
Net Assets$3,900

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$22,780
Expenses$18,880
Net Income$3,900
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$22,780
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.

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.For the first year, there have been several students that have received free tuition.$13,897-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob HuntPresidentFT$4,728-$4,728
Alistair HuntDirector-$0--
Filing and Contact Details

Filer

Filer Name
Next Step Ed
EIN
81-3721812
Phone
4073996336
Address
12838 Levins Hall Rd, Huntersville, NC 28078

Signing Officer

Name
Jacob Hunt
Title
President
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Haas and Morgan CPA PLLC
Address
5605 Carnegie Blvd Suite 375, Charlotte, NC 28209
Preparer
Sheila Haas
Phone
9803133835
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $829

Other Expenses.1002

Office Expenses $320

Other Expenses.1003

Information Technology $19

Other Expenses.1005

Travel $2553

Other Expenses.1

EQUIPMENT EXPENSE $2102

Other Expenses.2

KEYBOARD BAGS $855

Other Expenses.3

Dues and subscriptions $610

Other Expenses.5

Meals and entertainment $137

Other Expenses.6

SUPPLIES $124

Other Expenses.7

TEACHER SUPPLIES $62

Other Expenses.9

MISCELLANEOUS $1

Total Liabilities.1

Loan Payables - Beginning $0 Loan Payables - Ending $1100

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jacob Hunt
IRS990EZ/BooksInCareOfDetail/PhoneNum04073996336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012838 Levins Hall Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Huntersville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05000
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt022780
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03900
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03900
IRS990EZ/OccupancyRentUtltsAndMaintAmt01917
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jacob Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alistair Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07612
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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 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.
IRS990EZ/PrintingPublicationsPostageAmt0567
IRS990EZ/ProgramServiceRevenueAmt022780
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.For the first year, there have been several students that have received free tuition.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013897
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06954
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018880
IRS990EZ/TotalProgramServiceExpensesAmt013897
IRS990EZ/TotalRevenueAmt022780
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022678
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0102
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0102
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt022780
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022780
IRS990ScheduleA/Total509Grp/TotalAmt022780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT EXPENSE $2102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBOARD BAGS $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND SUBSCRIPTIONS $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEALS AND ENTERTAINMENT $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER SUPPLIES $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Loan Payables - Beginning $0 Loan Payables - Ending $1100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacob Hunt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Next Step Ed
ReturnHeader/Filer/BusinessNameControlTxt0NEXT
ReturnHeader/Filer/EIN0813721812
ReturnHeader/Filer/PhoneNum04073996336
ReturnHeader/Filer/USAddress/AddressLine1Txt012838 Levins Hall Rd
ReturnHeader/Filer/USAddress/CityNm0Huntersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474828123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haas and Morgan CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05605 Carnegie Blvd Suite 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028209
ReturnHeader/PreparerPersonGrp/PhoneNum09803133835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheila Haas
ReturnHeader/ReturnTs02018-05-11T06:39:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings