Nextstep for Life INC FY2021 filing

IRS exemption revoked

Mapaville, MOUnknown exempt organizationSince 1980 EIN 43-1204559Revenue $7.9M in FY2021Latest return filed Jan 26, 2023

On file with the IRSnextstepforlife.orgMapaville, MO

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Part I, line 1, & part III, line 1: the mission of Nextstep for Life, INC. Is to provide an array of services that assist individuals with disabilities to live fulfilled lives. Those supports include residential habilitation, community integration, vocational rehabilitation, and family supports/leisure services.

79¢ of each $1 spent went to programs.
$135K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $782K a year · 11% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$135K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Part VII, Section A
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $202
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$696K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.9M
+16% vs prior year
Spent
$6.0M
To programs
79%
Net assets
$4.3M
By yearFY2020–FY2022
Revenue
$7.9M
FY2021▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$7.9M
FY2022$6.6M
Expenses
$6.0M
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.7M
FY2021$6.0M
FY2022$6.2M
Net assets
$4.3M
FY2021▲ +74%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$4.3M
FY2022$4.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

IRS revoked this organization's tax-exempt status on November 15, 2025
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2022) →

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2022.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $4.7M Management & general 21% · $1.2M Fundraising 1% · $48K

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

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990; $135K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$135,073Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chair Elect
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021FY2020
Jennifer Wooldridge$131,915$135,073$135,073

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 Nextstep for Life INC executive salaries →

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

Helps individuals with disabilities live fulfilled lives through various support services.

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3 programs · $4.4M · in their own filed words · FY2020
01

Residential services offers the opportunity to learn independent living skills in a caring environment. 21 people receive residential habilitation supports in settings that range from 10 hours per week to 24/7 oversight.

$2.8Mprogram expense
02

Employment services is a comprehnsive vocational rehabilitation facility providing employment related services including evaluation, assessment, placement, and coaching. 327 people received these supports.

$1.1Mprogram expense
03

Community supports includes adult day habilitation (group and individual). The goal is to help individuals access community resources, develop natural supports, and play valued roles in their community. 44 people received group day habiliation supports.

$530Kprogram expense

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 · FY2022
Total grants receivedfrom 1 funder$202

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.9M
Ln 12
Fees for servicesLn 2g$5.2M
Gifts and grantsLn 1h$2.7M
Investment incomeLn 3$8K
Money outPt IX
$6.0M
Ln 25
Programscol B$4.7M
Managementcol C$1.2M
Fundraisingcol D$48K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$5.0M
LiabilitiesLn 26$696K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Government grantsLn 1e$1.6M
Fundraising eventsLn 1c$89K
Fees for servicesLn 2g$5.2M
Investment incomeLn 3$8K
Other incomeLn 4–11$928
Total revenueLn 12$7.9M
Assets in detailPt X, end of year
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$2.4M
Accounts receivableLn 4$1.8M
Prepaid expenses and deferred chargesLn 9$13K
Land, buildings, equipmentLn 10c$698K
Other assetsLn 15$188K
Total assetsLn 16$5.0M
LiabilitiesLn 26$696K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 5280
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$185K$158K$148K$139K$83K
AddedLn 1b$3K$3K$1K$52K$27K
SpentLn 1d–1f$869$758$709$550$354
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.6M$2.4M
Land, buildings, equipmentLn 10c$873K$698K
Total assetsLn 16$4.1M$5.0M
LiabilitiesLn 26$1.7M$696K
Net assetsLn 32$2.5M$4.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$3.8M$2.9M$809K$26K
Pension plan contributionsLn 8$101K$67K$32K$1K
Other employee benefitsLn 9$525K$380K$141K$4K
Payroll taxesLn 10$292K$228K$62K$2K
Legal feesLn 11b$8K$898$7K
Accounting feesLn 11c$28K$28K
Other fees for servicesLn 11g$23K$23K
OccupancyLn 16$331K$296K$35K
TravelLn 17$26K$17K$9K$85
Depreciation, depletion and amortizationLn 22$183K$177K$5K
InsuranceLn 23$140K$105K$35K
Other expenses (24a–d)Ln 24$442K$417K$26K
All other expensesLn 24e$169K$124K$30K$15K
Total functional expensesLn 25$6.0M$4.7M$1.2M$48K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 LatestFiled with the IRS Jan 26, 2023 $6.6M$6.2M$419K$4.8M 990 PDF
FY2021 ViewingFiled with the IRS Jan 7, 2022 $7.9M$6.0M$1.9M$4.3M 990 PDF
FY2020Filed with the IRS Mar 8, 2021 $6.8M$6.7M$74K$2.5M 990 PDF

Schedules filed Part IV

D · Assets and endowments I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $7,880,828 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $452,248$2,665,175
I-9 Program service revenuePrior year $6,355,058$5,207,177
I-10 Investment incomePrior year $12,617$7,548
I-11 Other revenuePrior year $350$928
I-12 Total revenuePrior year $6,820,273$7,880,828
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,270,040$4,676,156
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,476,411$1,349,875
I-18 Total expensesPrior year $6,746,451$6,026,031
I-19 Revenue less expensesPrior year $73,822$1,854,797
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $7,880,828 across 8 lines filed
Lines not itemized here account for $19,854 of total revenue; see the IRS return.
VIII-1c Fundraising events$89,157
VIII-1e Government grants$1,590,824
VIII-1f All other contributions, gifts and grants$985,194
VIII-1h Total contributions, gifts and grants$2,665,175
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,187,323$5,187,323
VIII-3 Investment incomeExcluded from tax $7,548$7,548
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $928$928
VIII-12 Total revenueRelated to mission $5,208,105 · Excluded from tax $7,548$7,880,828
Part IX · Statement of functional expenses $6,026,031 across 13 lines filed
IX-7 Other salaries and wagesPrograms $2,923,215 · Management $809,404 · Fundraising $25,968$3,758,587
IX-8 Pension plan contributionsPrograms $67,166 · Management $32,376 · Fundraising $1,037$100,579
IX-9 Other employee benefitsPrograms $380,497 · Management $140,800 · Fundraising $3,921$525,218
IX-10 Payroll taxesPrograms $227,900 · Management $61,919 · Fundraising $1,953$291,772
IX-11b Legal feesPrograms $898 · Management $7,369$8,267
IX-11c Accounting feesManagement $27,991$27,991
IX-11g Other fees for servicesManagement $22,758$22,758
IX-16 OccupancyPrograms $296,173 · Management $34,706$330,879
IX-17 TravelPrograms $16,905 · Management $8,965 · Fundraising $85$25,955
IX-22 Depreciation, depletion and amortizationPrograms $177,208 · Management $5,351$182,559
IX-23 InsurancePrograms $105,231 · Management $34,962$140,193
IX-24 Other expenses (24a–d)Programs $416,812 · Management $25,592$442,404
IX-24e All other expensesPrograms $124,479 · Management $29,818 · Fundraising $14,572$168,869
IX-25 Total functional expensesPrograms $4,736,484 · Management $1,242,011 · Fundraising $47,536$6,026,031
Part X · Balance sheet $5,042,730 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $2,555,962$2,367,533
X-4 Accounts receivableStart of year $469,329$1,775,493
X-9 Prepaid expenses and deferred chargesStart of year $38,640$13,396
X-10c Land, buildings and equipment, netStart of year $873,110$698,435
X-15 Other assetsStart of year $162,575$187,873
X-16 Total assetsStart of year $4,144,621$5,042,730
X-17 Accounts payable and accrued expensesStart of year $561,430$696,205
X-26 Total liabilitiesStart of year $1,652,893$696,205
X-27 Net assets without donor restrictionsStart of year $2,446,723$4,346,525
X-32 Total net assets or fund balancesStart of year $2,491,728$4,346,525
X-33 Total liabilities and net assetsStart of year $4,144,621$5,042,730
Part XI · Reconciliation of net assets $4,346,525 net assets at year end
XI-1 Total revenue$7,880,828
XI-2 Total expenses$6,026,031
XI-3 Revenue less expenses$1,854,797
XI-4 Net assets at start of year$2,491,728
XI-10 Net assets at end of year$4,346,525

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

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