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Early Steps INC

Tax-deductible

New York, NY501(c)(3)Foundations & Grantmakers EIN 13-3585667Revenue $441K in FY2021

On file with the IRS540 E 76th St, 10021-3394 · New York, NYTax-exempt since Apr 2026Publicly supported — 509(a)(2)

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The organization promotes multiracial diversity within independent schools by increasing minority enrollment at kindergarten and first grade levels

501(c)(3) charity; gifts are tax-deductible.
49¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $63K a year · 13% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
49%
of spending
Concern: 49% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
27 mo
of spending, in cash
Looks good: 27.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$147K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$441K
-18% vs prior year
Spent
$530K
To programs
49%
Net assets
$1.2M
By yearFY2020–FY2021
Revenue
$441K
FY2021▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2020$534K
FY2021$441K
Expenses
$530K
FY2021▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$571K
FY2021$530K
Net assets
$1.2M
FY2021▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.2M

From the FY2021 Form 990 (year ending July 2021) · see the original

990 PDF Claim

Is it real?

Yes. Exemption reinstated (2024-12-15). Per the IRS revocation list. Latest filing on record: FY2021. IRS ruling in Apr 2026.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

49 cents of each dollar spent went to programs.

Program services 49% · $258K Management & general 23% · $121K Fundraising 29% · $151K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Alan Berk
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jacqueline Y Pelzer’s $231K as Executive Di is at the 99th percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Increases minority enrollment in independent schools' early grades to promote multiracial diversity.

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Provided by the organization

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2 programs · $258K · in their own filed words · FY2020
01

The organization promotes multiracial diversity within independent schools by increasing minority enrollment at kindergarten and first grade levels

$258Kprogram expense
02

Families Counseled About the Application Process

153 candidates have been placed in independent schools 252 candidates received acceptances 269 candidates applied

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Daniel M Neidich and Brooke Garber FoundationFY2024$2K
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$441K
Ln 12
Gifts and grantsLn 1h$440K
Investment incomeLn 3$629
Money outPt IX
$530K
Ln 25
Programscol B$258K
Managementcol C$121K
Fundraisingcol D$151K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.3M
LiabilitiesLn 26$147K
PeoplePt VI, VII
26
listed · VII A
PaidVII A0
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$440K
Investment incomeLn 3$629
Total revenueLn 12$441K
Assets in detailPt X, end of year
CashLn 1$800K
SavingsLn 2$407K
Cash and savings togetherLn 1–2$1.2M
Land, buildings, equipmentLn 10c$272
Other assetsLn 15$141K
Total assetsLn 16$1.3M
LiabilitiesLn 26$147K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.3M$1.2M
Land, buildings, equipmentLn 10c$2K$272
Total assetsLn 16$1.4M$1.3M
LiabilitiesLn 26$131K$147K
Net assetsLn 32$1.3M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$297K$172K$76K$49K
Pension plan contributionsLn 8$56K$37K$8K$11K
Other employee benefitsLn 9$6K$4K$893$1K
Payroll taxesLn 10$18K$11K$3K$4K
Accounting feesLn 11c$5K$5K
TravelLn 17$4K$2K$1K$624
Conferences, conventions and meetingsLn 19$1K$716$321$197
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$4K$2K$993$635
Other expenses (24a–d)Ln 24$108K$13K$13K$82K
All other expensesLn 24e$29K$9K$17K$3K
Total functional expensesLn 25$530K$258K$121K$151K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest Viewing $441K$530K−$89K$1.2M 990 PDF
FY2020 $534K$571K−$37K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $440,596 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $497,155$439,967
I-9 Program service revenue$0
I-10 Investment incomePrior year $5,632$629
I-11 Other revenuePrior year $31,574$0
I-12 Total revenuePrior year $534,361$440,596
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $359,597$376,946
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $211,519$152,934
I-18 Total expensesPrior year $571,116$529,880
I-19 Revenue less expensesPrior year −$36,755−$89,284
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $440,596 across 5 lines filed
VIII-1b Membership dues$377,635
VIII-1f All other contributions, gifts and grants$62,332
VIII-1h Total contributions, gifts and grants$439,967
VIII-3 Investment incomeExcluded from tax $629$629
VIII-12 Total revenueExcluded from tax $629$440,596
Part IX · Statement of functional expenses $529,880 across 11 lines filed
IX-7 Other salaries and wagesPrograms $171,872 · Management $76,355 · Fundraising $48,807$297,034
IX-8 Pension plan contributionsPrograms $36,603 · Management $8,447 · Fundraising $11,263$56,313
IX-9 Other employee benefitsPrograms $3,870 · Management $893 · Fundraising $1,191$5,954
IX-10 Payroll taxesPrograms $11,469 · Management $2,647 · Fundraising $3,529$17,645
IX-11c Accounting feesPrograms $5,000$5,000
IX-17 TravelPrograms $2,263 · Management $1,015 · Fundraising $624$3,902
IX-19 Conferences, conventions and meetingsPrograms $716 · Management $321 · Fundraising $197$1,234
IX-22 Depreciation, depletion and amortizationPrograms $1,694$1,694
IX-23 InsurancePrograms $2,235 · Management $993 · Fundraising $635$3,863
IX-24 Other expenses (24a–d)Programs $13,221 · Management $12,907 · Fundraising $82,278$108,406
IX-24e All other expensesPrograms $9,071 · Management $17,188 · Fundraising $2,576$28,835
IX-25 Total functional expensesPrograms $258,014 · Management $120,766 · Fundraising $151,100$529,880
Part X · Balance sheet $1,348,443 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $895,487$799,526
X-2 Savings and temporary cash investmentsStart of year $406,618$407,245
X-10c Land, buildings and equipment, netStart of year $1,966$272
X-15 Other assetsStart of year $125,800$141,400
X-16 Total assetsStart of year $1,429,871$1,348,443
X-17 Accounts payable and accrued expensesStart of year $5,490$5,946
X-25 Other liabilitiesStart of year $125,800$141,400
X-26 Total liabilitiesStart of year $131,290$147,346
X-27 Net assets without donor restrictionsStart of year $1,267,845$1,170,361
X-28 Net assets with donor restrictionsStart of year $30,736$30,736
X-32 Total net assets or fund balancesStart of year $1,298,581$1,201,097
X-33 Total liabilities and net assetsStart of year $1,429,871$1,348,443
Part XI · Reconciliation of net assets $1,201,097 net assets at year end
XI-1 Total revenue$440,596
XI-2 Total expenses$529,880
XI-3 Revenue less expenses−$89,284
XI-4 Net assets at start of year$1,298,581
XI-6 Donated services and use of facilities−$8,200
XI-10 Net assets at end of year$1,201,097

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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