Take the Next Step FY2022 filing

Tax-deductible

Monroe, WA501(c)(3)Since 2005Human ServicesEIN 20-3291700

Take the next step (ttns) is a grass-roots, faith-based, nonprofit organization whose mission is to empower our sky valley neighbors with advocacy, help, and hope.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$86K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $71K a year · 7% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$86K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $173K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$889K
+13% vs prior year
Spent
$822K
To programs
91%
Net assets
$345K
By yearFY2020–FY2025
Revenue
$889K
FY2022▲ +13%
Revenue by fiscal year
FY2020$929K
FY2021$783K
FY2022$889K
FY2023$1.1M
FY2024$1.2M
FY2025$852K
Expenses
$822K
FY2022▲ +5%
Expenses by fiscal year
FY2020$779K
FY2021$781K
FY2022$822K
FY2023$981K
FY2024$1.1M
FY2025$850K
Net assets
$345K
FY2022▲ +24%
Net assets by fiscal year
FY2020$276K
FY2021$279K
FY2022$345K
FY2023$436K
FY2024$550K
FY2025$551K

From the FY2022 Form 990 · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2005.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $745K Management & general 6% · $50K Fundraising 3% · $27K

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

Who runs it and what they're paid

13 people listed on the 990; $86K paid to officers and key staff.

Part VII, Section A · reportable compensation
$47,054Pt VII · Sec A
Director
$38,975Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Sarah Morgan’s $52K as Co-Executive Director is at the 40th percentile of top reported officer pay among 2167 $100K–1M human services 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.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Sarah Morgan$51,750$61,675$58,816——
Sarah Lunstrum$51,528$50,403$57,654——
Sarah E Lunstrum———$47,054$42,178
Sarah Morgan———$38,975$20,176

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Take the Next Step executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers friendship, help, and hope to neighbors through community programs and support groups.

Provided by the organization

This section is blank until Take the Next Step claims this page.

Know this organization? Claim it to add your story

3 program services account for $709K of program spending, described in the organization's own filed words · FY2022.
01

Community Resource Center

participants / clients receive immediate assistance to meet their daily needs emergency food, gas and bus cards to help with transportation to medical and job appointments, cold weather gear, and shelter items like tents and sleeping bags.

$565Kprogram expense
02

Kidz Club and Student Leaders After School Programs

we followed the mandated the closure of schools and suspended our programs in March. Our staff checked in with families every week to make certain they were safe and well, and to help with remote school-related issues like how to sign up for discounted internet service and then, how to connect school-provided Chromebooks to Zoom school.

$75Kprogram expense
03

Homeless Community Outreach

Community Dinners and Cold Weather Shelter: when COVID forced the closure of our Resource Center and suspension of Community Dinners, we loaded up our van with food, hygiene supplies, clothing and supplies and drove throughout our community to ensure our homeless neighbors were safe and well.

$69Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 3 grants · $24K · 2023–2025
Unitemized GrantFY2025$1,900
Unitemized GrantFY2024$600
Unitemized GrantFY2023$21,650

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$889K
Ln 12
Gifts and grantsLn 1h$866K
Other incomeLn 4–11$16K
Fees for servicesLn 2g$7K
Money outPt IX
$822K
Ln 25
Programscol B$745K
Managementcol C$50K
Fundraisingcol D$27K
Owns and owesPt X
$345K
net assets · Ln 32
Cash and savingsLn 1–2$293K
Total assetsLn 16$348K
LiabilitiesLn 26$3K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$866K
Government grantsLn 1e$365K
Noncash giftsLn 1g$180K
Fees for servicesLn 2g$7K
Investment incomeLn 3$177
Other incomeLn 4–11$16K
Gains on assetsLn 7$0
Total revenueLn 12$889K
Assets in detailPt X, end of year
CashLn 1$166K
SavingsLn 2$128K
Cash and savings togetherLn 1–2$293K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$18K
Other assetsLn 15$0
Total assetsLn 16$348K
LiabilitiesLn 26$3K
Net assetsLn 32$345K
OperationsPt I, VI
EmployeesI 513
VolunteersI 6468
Fiscal year endsHeaderDecember
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 FY22End FY22
Cash and savingsLn 1–2$265K$293K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$22K$18K
Total assetsLn 16$287K$348K
LiabilitiesLn 26$8K$3K
Net assetsLn 32$279K$345K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$86K$75K$5K$6K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$151K$132K$8K$11K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$22K$19K$1K$2K
Management feesLn 11a$4K$4K
Legal feesLn 11b$0
Accounting feesLn 11c$24K$24K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$7K$4K$500$3K
Office expensesLn 13$18K$14K$3K$769
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$3K$2K$329$148
TravelLn 17$4K$3K$192$15
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$9K$7K$672$2K
Other expenses (24a–d)Ln 24$491K$489K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$822K$745K$50K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $852K$850K$2K$551K 990 PDF
FY2024 $1.2M$1.1M$114K$550K 990 PDF
FY2023 $1.1M$981K$91K$436K 990 PDF
FY2022 Viewing $889K$822K$66K$345K 990 PDF
FY2021 $783K$781K$2K$279K 990 PDF
FY2020 $929K$779K$150K$276K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $888,598 across 11 lines filed
VIII-1e Government grants$364,833
VIII-1f All other contributions, gifts and grants$501,319
VIII-1g Noncash contributions (included above)$179,845
VIII-1h Total contributions, gifts and grants$866,152
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,642$6,642
VIII-3 Investment incomeExcluded from tax $177$177
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $15,627$15,627
VIII-12 Total revenueRelated to mission $6,642 · Excluded from tax $15,804$888,598
Part IX · Statement of functional expenses $822,388 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $75,123 · Management $4,618 · Fundraising $6,288$86,029
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $132,115 · Management $8,123 · Fundraising $11,058$151,296
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $18,800 · Management $1,156 · Fundraising $1,574$21,530
IX-11a Management feesManagement $4,090$4,090
IX-11b Legal fees$0
IX-11c Accounting feesManagement $23,578$23,578
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $4,116 · Management $500 · Fundraising $2,642$7,258
IX-13 Office expensesPrograms $14,003 · Management $2,914 · Fundraising $769$17,686
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,364 · Management $329 · Fundraising $148$2,841
IX-17 TravelPrograms $3,409 · Management $192 · Fundraising $15$3,616
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $4,127$4,127
IX-23 InsurancePrograms $6,786 · Management $672 · Fundraising $1,762$9,220
IX-24 Other expenses (24a–d)Programs $488,717 · Fundraising $2,400$491,117
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $745,433 · Management $50,299 · Fundraising $26,656$822,388
Part X · Balance sheet $348,269 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $162,309$165,947
X-2 Savings and temporary cash investmentsStart of year $102,328$127,505
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $528$37,073
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $21,871$17,744
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $287,036$348,269
X-17 Accounts payable and accrued expensesStart of year $8,308$3,330
X-25 Other liabilitiesStart of year $1$2
X-26 Total liabilitiesStart of year $8,309$3,332
X-27 Net assets without donor restrictionsStart of year $278,727$228,173
X-28 Net assets with donor restrictions$116,764
X-32 Total net assets or fund balancesStart of year $278,727$344,937
X-33 Total liabilities and net assetsStart of year $287,036$348,269
Part XI · Reconciliation of net assets $344,937 net assets at year end
XI-1 Total revenue$888,598
XI-2 Total expenses$822,388
XI-3 Revenue less expenses$66,210
XI-4 Net assets at start of year$278,727
XI-6 Donated services and use of facilities$124,516
XI-9 Other changes in net assets−$124,516
XI-10 Net assets at end of year$344,937

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.