Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.11x
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 23.5% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Balance Sheet
Assets
Up$10,451
Up $5,451 (+109%) from 2017
Net Assets
Up$9,351
Up $5,451 (+140%) from 2017
Liabilities
Flat$1,100
Flat from 2017
Revenue And Expenses
Revenue
Up$96,499
Up $73,719 (+324%) from 2017
Expenses
Up$91,048
Up $72,168 (+382%) from 2017
Net Income
Up$5,451
Up $1,551 (+40%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Nov 6, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $96,499
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
| Description | Grants | Expenses |
|---|---|---|
| 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. This year 34 students received 50% scholarships and 45 students received free tuition and were funded by the organization. | $78,551 | $4,771 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jacob Hunt | President | FT | $22,704 | - | $22,704 |
| Alistair Hunt | Director | - | $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
- 2019-11-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Haas and Morgan CPA PLLC
- Address
- 415 S Sharon Amity Rd Suite B, Charlotte, NC 28211
- Preparer
- Sheila Haas
- Phone
- 9803133835
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $1972”
Other Expenses.1002
“Office Expenses $366”
Other Expenses.1003
“Information Technology $304”
Other Expenses.1005
“Travel $197”
Other Expenses.1012
“Insurance $1233”
Other Expenses.1
“Mileage reimbursement $11268”
Other Expenses.2
“EQUIPMENT EXPENSE $10404”
Other Expenses.3
“Dues and subscriptions $2534”
Other Expenses.5
“KEYBOARD BAGS $1150”
Other Expenses.6
“TEACHER SUPPLIES $1064”
Other Expenses.7
“MISCELLANEOUS $394”
Other Expenses.9
“Meals and entertainment $288”
Other Expenses.10
“OTHER TAXES $68”
Other Assets.1007
“Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $3880”
Total Liabilities.1
“Loans Payable - Beginning $1100 Loans Payable - Ending $1100”
Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Jacob Hunt |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4073996336 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12838 Levins Hall Rd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Huntersville |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28078 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 5000 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 6571 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4771 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5451 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5401 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 5000 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 10451 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96499 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 3900 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 9351 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 3900 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 9351 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 9458 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 22704 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jacob Hunt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Alistair Hunt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3880 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 31242 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2823 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 91728 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. This year 34 students received 50% scholarships and 45 students received free tuition and were funded by the organization. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 78551 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 4771 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 42124 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1100 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1100 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 91048 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 78551 |
| IRS990EZ/TotalRevenueAmt | 0 | 96499 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 4771 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 4771 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 91728 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 22678 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 114406 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 102 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 102 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 119279 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 96499 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 22780 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 119279 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 96499 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 22780 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 119279 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $1972 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $366 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $304 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel $197 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $1233 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MILEAGE REIMBURSEMENT $11268 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | EQUIPMENT EXPENSE $10404 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | DUES AND SUBSCRIPTIONS $2534 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | KEYBOARD BAGS $1150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | TEACHER SUPPLIES $1064 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | MISCELLANEOUS $394 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | MEALS AND ENTERTAINMENT $288 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | OTHER TAXES $68 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $3880 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Loans Payable - Beginning $1100 Loans Payable - Ending $1100 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2020-03-31 21:24:44Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jacob Hunt |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-11-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Next Step Ed |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NEXT |
| ReturnHeader/Filer/EIN | 0 | 813721812 |
| ReturnHeader/Filer/PhoneNum | 0 | 4073996336 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 12838 Levins Hall Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Huntersville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28078 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474828123 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Haas and Morgan CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 415 S Sharon Amity Rd Suite B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Charlotte |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28211 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9803133835 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Sheila Haas |
| ReturnHeader/ReturnTs | 0 | 2019-11-06T05:50:12-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $10,451
- Liabilities
- $1,100
- Net assets
- $9,351
- Revenue
- $96,499
- Expenses
- $91,048
- Net income
- $5,451