Civic Intelligence

Next Step Inbound

EIN 85-1516180 • 501(c)3 • Laguna Beach, CA

Profile

Assist veterans transition to higher edu

1555 CatalinaLaguna Beach, CA 92651
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

99th percentile

741%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

142%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$227

Up $200 (+741%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$227

Up $200 (+741%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin77th percentile

Revenue

Up

$846

Up $496 (+142%) from 2021

Expenses

Up

$646

Up $296 (+85%) from 2021

Net Income

Up

$200

Up $200 from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$300$200$100$0Assets 2020: $27Liabilities 2020: $0Net Assets 2020: $272020Assets 2021: $27Liabilities 2021: $0Net Assets 2021: $272021Assets 2022: $227Liabilities 2022: $0Net Assets 2022: $2272022

Highlighted filing

2022

Assets$227
Liabilities$0
Net Assets$227
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0K$500$0Revenue 2020: $770Expenses 2020: $743Net Income 2020: $272020Revenue 2021: $350Expenses 2021: $350Net Income 2021: $02021Revenue 2022: $846Expenses 2022: $646Net Income 2022: $2002022

Highlighted filing

2022

Revenue$846
Expenses$646
Net Income$200
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227
Liabilities
$0
Net assets
$227
Revenue
$846
Expenses
$646
Net income
$200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$227$0$227$846$646$200
2021Detailed filing. Detailed filing data is available for this year.$27$0$27$350$350$0
2020Detailed filing. Detailed filing data is available for this year.$27$0$27$770$743$27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$846
Mission and Program Overview

Mission

Assist veterans transition to higher edu

Program Services

DescriptionGrantsExpenses
DIRECT ASSISTANCE TO VETERANS FOR TRANSITION TO HIGHER EDUCATION--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDON LAMBERTOfficerPT$0--
MARCUS BARTOLOMEOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Next Step Inbound
EIN
85-1516180
Address
1555 CATALINA, LAGUNA BEACH, CA 92651

Signing Officer

Name
Brandon Lambert
Title
Officer
Phone
8326830586
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Kate M ODea CPA PC
Address
6634 E Vassar Ave, DENVER, CO 80224
Preparer
Kate M ODea CPA
Phone
3034341276
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountweb hosting and information tech 153advertising 49campus tour production 152gifts 292”

Raw XML Appendix119 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/PersonNm0BRANDON LAMBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum08326830586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07333 W 38TH AVE UNIT 459
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHEAT RIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0846
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0227
IRS990EZ/GrossReceiptsAmt0846
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDON LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCUS BARTOLOME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0646
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST VETERANS TRANSITION TO HIGHER EDU
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT ASSISTANCE TO VETERANS FOR TRANSITION TO HIGHER EDUCATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0646
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0632020
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01966
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01966
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0770
IRS990ScheduleA/Total509Grp/TotalAmt01966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTWEB HOSTING AND INFORMATION TECH 153ADVERTISING 49CAMPUS TOUR PRODUCTION 152GIFTS 292
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08326830586
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEXT STEP INBOUND
ReturnHeader/Filer/BusinessNameControlTxt0NEXT
ReturnHeader/Filer/EIN0851516180
ReturnHeader/Filer/USAddress/AddressLine1Txt01555 CATALINA
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743081764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kate M ODea CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06634 E Vassar Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080224
ReturnHeader/PreparerPersonGrp/PhoneNum03034341276
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kate M ODea CPA
ReturnHeader/ReturnTs02023-05-17T12:56:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRANDON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAMBERT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.