Form 990 for tax year 2023
Filed by STEP-STUDENT EXPEDITION PROGRAM INC.
Totals
- Total revenue
- $860,404
- Total expenses
- $854,916
- Contributions and grants received
- $834,570
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $25,834
- Other revenue
- $0
- Total assets, end of year
- $1,143,410
- Total liabilities, end of year
- $4,462
- Net assets or fund balances, end of year
- $1,138,948
- Program services expenses (Part IX)
- $750,157
- Management and general expenses
- $35,336
- Fundraising expenses
- $69,423
- Program service expenses (Part III)
- $750,157
Program services were 87.7% 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.
-
1f · All other contributions, gifts and grants
$834,570
-
3 · Investment income
total $26,341 · excluded $26,341
-
7a · Gross sales of assets other than inventory
securities $507
-
7b · Less cost or other basis and sales expenses
securities $1,014
-
7c · Gain or loss
securities -$507
-
7d · Net gain or loss
total -$507 · excluded -$507
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $115,942 · program services $104,348 · management and general $11,594
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $288,667 · program services $243,667 · fundraising $45,000
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $22,683 · program services $22,683
-
10 · Payroll taxes
total $30,535 · program services $26,240 · management and general $848 · fundraising $3,447
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $9,565 · management and general $9,565
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $7,601 · program services $4,975 · management and general $2,626
-
12 · Advertising and promotion
total $8,304 · program services $4,152 · fundraising $4,152
-
13 · Office expenses
total $8,352 · program services $3,871 · management and general $4,154 · fundraising $327
-
14 · Information technology
total $46,364 · program services $29,918 · fundraising $16,446
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $29,898 · program services $29,898
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,160 · program services $10,160
-
23 · Insurance
total $7,269 · program services $720 · management and general $6,549
-
24a · Other expenses: EXPEDITION PROGRAM TUITION EXPENSES
total $129,554 · program services $129,554
-
24b · Other expenses: PROGRAM EVENTS FOOD
total $138,942 · program services $138,891 · fundraising $51
-
24c · Other expenses: PROFESSIONAL DEVELOPMENT
total $1,080 · program services $1,080
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $24,183 · end of year $70,965
-
2 · Savings and temporary cash investments
beginning of year $430,065 · end of year $484,854
-
11 · Investments: publicly traded securities
beginning of year $587,445 · end of year $587,591
-
14 · Intangible assets
beginning of year $10,160
-
25 · Other liabilities
beginning of year $10,100 · end of year $4,462
-
27 · Net assets without donor restrictions
beginning of year $1,041,753 · end of year $1,138,948
Mission and programs · 2023
Mission
EMPOWER UNDERSERVED ARIZONA STUDENTS TO ENROLL IN AND GRADUATE FROM COLLEGE. STEP CURRENTLY WORKS WITH OVER 300 LOW-INCOME AZ HIGH-SCHOOL STUDENTS YEARLY. A MAJORITY OF STEP STUDENTS ARE THE FIRST GENERATION IN THEIR FAMILY TO SEEK A COLLEGE DEGREE. TO DATE, 96 OF STEPS COLLEGE-PREP ALUMNI ARE IN COLLEGE OR HAVE ATTAINED A COLLEGE DEGREE.
Activities or mission (Part I)
TO EQUIP MOTIVATED LOW-INCOME ARIZONA STUDENTS WITH THE KNOWLEDGE, CONFIDENCE, AND LEADERSHIP SKILLS TO OBTAIN A COLLEGE DEGREE AND BREAK THE CHAIN OF GENERATIONAL POVERTY.
-
COLLEGE-PREP PROGRAM STEP PROVIDED ITS COMPREHENSIVE COLLEGE-PREP PROGRAM TO OVER 300 LOW-INCOME ARIZONA HIGH-SCHOOL STUDENTS LAST YEAR. STEPS GRADUATING CLASS OF 2024 ARE ATTENDING THE THREE ARIZONA STATE UNIVERSITIES AS WELL AS TOP-RANKED SCHOOLS NATIONWIDE INCLUDING BOWDOIN COLLEGE, BROWN UNIVERSITY, CORNELL UNIVERSITY, DARTMOUTH COLLEGE, DUKE UNIVERSITY, JOHNS HOPKINS UNIVERSITY, POMONA COLLEGE, UNIVERSITY OF PENNSYLVANIA, AND WASHINGTON UNIVERSITY IN ST. LOUIS TO NAME A FEW. STEPS CLASS OF 2024 RECEIVED OVER 4 MILLION IN 1ST-YEAR GIFT AID FOR THE SCHOOLS THEY ARE ATTENDING, CORRESPONDING TO OVER 16 MILLION FOR THE NEXT FOUR YEARS.
Expenses $750,157
As filed on the 2023 return.
Listed in Part VII
-
Tracy BaynesTRACY BAYNES
FOUNDER, PRESIDENT, AND CEO
- Total calculated
- $111,853
- From this org
- $106,231
- From related orgs
- $0
- Other
- $5,622
- Hours/week
- 40
-
Andrew WhiteANDREW WHITE
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Fred PakisFRED PAKIS
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Debora LunaDEBORA LUNA
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
George FigueroaGEORGE FIGUEROA
DIRECTOR SINCE 08/06/24
- Total calculated
- $0
- Hours/week
- 1
-
Christy BurtonCHRISTY BURTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamie RosenthalJAMIE ROSENTHAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jesus RamirezJESUS RAMIREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joan LowellJOAN LOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe SchenkJOE SCHENK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morris ScottMORRIS SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patti ParraPATTI PARRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra GrijalvaSANDRA GRIJALVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan ErlerSUSAN ERLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles LayneCHARLES LAYNE
DIRECTOR UNTIL 05/01/24
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 2 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531279349303193
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