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← NEXT STEP TO SUCCESS

Form 990 for tax year 2023

Filed by NEXT STEP TO SUCCESS.

Totals

Total revenue
$4,313,284
Total expenses
$1,314,882
Contributions and grants received
$4,313,284
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,665,405
Total liabilities, end of year
$450,264
Net assets or fund balances, end of year
$3,215,141
Program services expenses (Part IX)
$1,126,561
Management and general expenses
$188,321
Fundraising expenses
$0
Program service expenses (Part III)
$1,126,561

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $23,661

  • 1d · Related organizations

    $1,719,913

  • 1f · All other contributions, gifts and grants

    $2,569,710

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $472,550 · program services $329,997 · management and general $142,553

  • 9 · Other employee benefits

    total $102,912 · program services $70,887 · management and general $32,025

  • 11a · Fees: management

    total $40 · program services $22 · management and general $18

  • 11b · Fees: legal

    total $11,262 · program services $6,156 · management and general $5,106

  • 11c · Fees: accounting

    total $14,750 · program services $8,063 · management and general $6,687

  • 11g · Fees: other

    total $150,963 · program services $150,963

  • 12 · Advertising and promotion

    total $31,675 · program services $31,675

  • 13 · Office expenses

    total $62,997 · program services $61,373 · management and general $1,624

  • 16 · Occupancy

    total $69,804 · program services $69,804

  • 17 · Travel

    total $42,091 · program services $42,091

  • 20 · Interest

    total $308 · management and general $308

  • 22 · Depreciation, depletion and amortization

    total $58,484 · program services $58,484

  • 23 · Insurance

    total $42,741 · program services $42,741

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $130,001 · program services $130,001

  • 24b · Other expenses: EVENTS

    total $109,172 · program services $109,172

  • 24c · Other expenses: MISCELLANEOUS

    total $5,824 · program services $5,824

  • 24d · Other expenses: DEVELOPMENT

    total $5,650 · program services $5,650

  • 24e · All other expenses

    total $3,658 · program services $3,658

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $69,692 · end of year $1,282,663

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $1,261,656

  • 10a · Land, buildings and equipment: cost or other basis

    $329,857

  • 10b · Land, buildings and equipment: accumulated depreciation

    $120,836

  • 10c · Land, buildings and equipment, net

    beginning of year $217,591 · end of year $209,021

  • 15 · Other assets

    beginning of year $54,859 · end of year $912,065

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,044 · end of year $200,264

  • 19 · Deferred revenue

    beginning of year $0 · end of year $250,000

  • 25 · Other liabilities

    beginning of year $58,359 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $216,739 · end of year $1,251,591

  • 28 · Net assets with donor restrictions

    end of year $1,963,550

Mission and programs · 2023

Mission

TO HELP YOUTH IN NORFOLK BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS.

Activities or mission (Part I)

NEXT STEP TO SUCCESS WAS FOUNDED IN 2021 UNDER THE AUSPICES OF THE JAMES BARRY ROBINSON INSTITUTE AS A HIGH-PRIORITY INITIATIVE TO ADDRESS CHRONIC POVERTY IN NORFOLK. EACH DAY AT NSTS IS UNIQUE WHERE YOUTH ARE EMPOWERED TO LEARN NEW SKILLS AND COMPETENCIES. WE SEE OUR YOUTH AS OUR PARTNERS AND EMPOWER THESE STAKEHOLDERS TO MAKE GOOD DECISIONS IN THEIR LIVES AT SCHOOL, AT HOME, AND IN THE COMMUNITY.

  • FOR FAR TOO LONG, NORFOLK HAS BEEN MARKED BY CONCENTRATIONS OF CHRONIC, INTERGENERATIONAL POVERTY AND DEPENDENCY, WITH A POVERTY RATE ALMOST TWICE THE STATE AVERAGE AND OVER 25% OF OUR CHILDREN GROWING UP IN POVERTY. EVERYONE ALWAYS SAYS THAT "THEY" SHOULD DO SOMETHING ABOUT THIS (WHOEVER "THEY" ARE). WELL, WE DECIDED THAT WE AND OUR COMMUNITY PARTNERS ARE "THEY". NEXT STEP TO SUCCESS IS A FREE AFTER-SCHOOL AND SUMMER EXPERIENTIAL LEARNING PROGRAM THAT EMPOWERS TEENAGERS FROM LOW-INCOME HOUSEHOLDS IN NORFOLK TO BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS. BY INSPIRING OUR YOUTH TO ADHERE TO THE DATA-VALIDATED "SUCCESS SEQUENCE," OUR ULTIMATE OBJECTIVE IS TO CUT THE POVERTY RATE IN OUR CITY BY ONE-HALF WITHIN A GENERATION. WE WILL ACCOMPLISH THIS BY HONING THE CHARACTER STRENGTHS, LIFE SKILLS, SUCCESS STRATEGIES, AND HIGH SELF-EXPECTATIONS THAT WILL ENABLE OUR YOUTH TO REACH ESCAPE VELOCITY FROM THEIR ECONOMICALLY DISADVANTAGED BACKGROUNDS. THESE "SUCCESS STORIES" (AS WE CALL OUR YOUTH) WILL THEN BECOME THE "INFLUENCERS" OF THEIR PEERS WITHIN THE COMMUNITIES WHERE POVERTY IS MOST CONCENTRATED, GRADUALLY BUT STEADILY CHANGING THE EDUCATIONAL OUTCOMES, SOCIAL NORMS, CAREER EXPECTATIONS AND LIVING ENVIRONMENT THAT HAVE KEPT TOO MANY YOUNG FOLKS IN OUR CITY FROM REACHING THEIR FULL POTENTIAL.

    Expenses $1,126,561 · Revenue $4,313,284

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charles V McPhillips

    PRESIDENT

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    14 + 16 related

  • Donald F Price

    VICE PRESIDENT

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    0.75 + 3.75 related

  • Wa Prince

    TREASURER

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    0.5 + 6 related

  • Michael K Kerner

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    0.5 + 5.5 related

  • Kevin Sweeney

    SECRETARY

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    0.75 + 3.5 related

  • Robert McCartney

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $316,632
    From this org
    $0
    From related orgs
    $291,071
    Other
    $25,561
    Hours/week
    12 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,071 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,561 related
    Filer's total
    $0 + $316,632 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501359349301305

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