A Step Ahead Foundation INC FY2023 filing

Tax-deductible

Memphis, TN501(c)(3)Human ServicesEIN 45-1828684Revenue $2.1M in FY2023

On file with the IRSastepaheadfoundation.orgPo Box 41601, 38174-1601 · Memphis, TNTax-exempt since Aug 2011Publicly supported charity — 170(b)(1)(A)(vi)

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To provide educational information, financial assistance and awareness to women in the community who desire long-term birth control methods for preventing unwanted pregnancies.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$130K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
4 of 6
filings with a surplus
Average surplus $345K a year · 15% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$130K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 22.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $16K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$596K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
-8% vs prior year
Spent
$1.9M
To programs
74%
Net assets
$3.8M
By yearFY2020–FY2025
Revenue
$2.1M
FY2023▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.2M
FY2022$2.3M
FY2023$2.1M
FY2024$2.1M
FY2025$2.3M
Expenses
$1.9M
FY2023▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.6M
FY2022$1.6M
FY2023$1.9M
FY2024$2.3M
FY2025$2.4M
Net assets
$3.8M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.1M
FY2021$2.6M
FY2022$3.6M
FY2023$3.8M
FY2024$3.7M
FY2025$3.6M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Aug 2011.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.4M Management & general 12% · $232K Fundraising 13% · $255K

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

13 people listed on the 990; $130K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$130,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President of Marketing
$0Pt VII · Sec A
$0Pt VII · Sec A
Shelby County Schools Facilitator
$0Pt VII · Sec A

Vernicia Rollins’s $122K as Executive Director is at the 55th percentile of top reported officer pay among 3869 $1–10M 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Nikki Gibbs—$130,000$94,743$104,596$99,762
Vernicia Rollins$121,870————

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 A Step Ahead Foundation INC executive salaries →

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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

Offers education, financial aid, and awareness for women seeking long-term birth control.

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Provided by the organization

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1 program · $1.4M · in their own filed words · FY2022
01

Community education and financial assistance to women seeking information AND/OR assistance with long-term reversible birth control methods.

$1.4Mprogram expense

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 · FY2025
Total grants receivedfrom 2 funders$16K
Grants paid · 7 grants · $1.3M · 2019–2024
Unitemized GrantFY2024$188,000
Unitemized GrantFY2023$206,022
Unitemized GrantFY2022$183,000
Unitemized GrantFY2021$212,000
Unitemized GrantFY2020$203,594
Unitemized GrantFY2020$203,594
Unitemized GrantFY2019$100,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$700K
Investment incomeLn 3$89K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.4M
Managementcol C$232K
Fundraisingcol D$255K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.5M
Total assetsLn 16$4.4M
LiabilitiesLn 26$596K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$86K
Investment incomeLn 3$89K
Other incomeLn 4–11$700K
Gains on assetsLn 7$20K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$2.3M
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$3.5M
Land, buildings, equipmentLn 10c$429K
Other assetsLn 15$212K
Total assetsLn 16$4.4M
LiabilitiesLn 26$596K
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 518
VolunteersI 6100
Fiscal year endsHeaderJune
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 FY23End FY23
Cash and savingsLn 1–2$3.2M$3.5M
Land, buildings, equipmentLn 10c$459K$429K
Total assetsLn 16$4.0M$4.4M
LiabilitiesLn 26$434K$596K
Net assetsLn 32$3.6M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$183K$183K
Other salaries and wagesLn 7$678K$430K$71K$176K
Pension plan contributionsLn 8$29K$26K$4K
Other employee benefitsLn 9$51K$33K$5K$13K
Management feesLn 11a$37K$2K$36K
Other fees for servicesLn 11g$319K$319K
Advertising and promotionLn 12$365K$327K$25K$13K
Office expensesLn 13$7K$2K$4K$1K
OccupancyLn 16$69K$35K$17K$17K
TravelLn 17$8K$978$8K
Conferences, conventions and meetingsLn 19$5K$287$3K$1K
Depreciation, depletion and amortizationLn 22$38K$19K$9K$9K
InsuranceLn 23$10K$5K$3K$3K
Other expenses (24a–d)Ln 24$98K$31K$51K$16K
Total functional expensesLn 25$1.9M$1.4M$232K$255K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$2.4M−$61K$3.6M 990 PDF
FY2024 $2.1M$2.3M−$153K$3.7M 990 PDF
FY2023 Viewing $2.1M$1.9M$228K$3.8M 990 PDF
FY2022 $2.3M$1.6M$702K$3.6M 990 PDF
FY2021 $2.2M$1.6M$552K$2.6M 990 PDF
FY2020 $2.5M$1.7M$805K$2.1M 990 PDF

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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 FY2023 990 (6 parts)
Part I · Summary $2,126,788 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,304,096$1,337,242
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$28,897$89,335
I-11 Other revenuePrior year $32,612$700,211
I-12 Total revenuePrior year $2,307,811$2,126,788
I-13 Grants and similar amounts paidPrior year $212,000$183,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $585,698$758,494
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $808,493$957,277
I-18 Total expensesPrior year $1,606,191$1,898,771
I-19 Revenue less expensesPrior year $701,620$228,017
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $2,126,788 across 8 lines filed
VIII-1e Government grants$85,500
VIII-1f All other contributions, gifts and grants$1,251,742
VIII-1h Total contributions, gifts and grants$1,337,242
VIII-3 Investment incomeRelated to mission $69,078$69,078
VIII-7 Net gain or loss on sales of assetsRelated to mission $20,257$20,257
VIII-8 Net income from fundraising eventsExcluded from tax $699,338$699,338
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $873$873
VIII-12 Total revenueRelated to mission $90,208 · Unrelated business $0 · Excluded from tax $699,338$2,126,788
Part IX · Statement of functional expenses $1,898,771 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $183,000$183,000
IX-7 Other salaries and wagesPrograms $430,109 · Management $71,294 · Fundraising $176,332$677,735
IX-8 Pension plan contributionsPrograms $25,518 · Fundraising $3,946$29,464
IX-9 Other employee benefitsPrograms $32,613 · Management $5,228 · Fundraising $13,454$51,295
IX-11a Management feesPrograms $1,563 · Management $35,539$37,102
IX-11g Other fees for servicesPrograms $318,722$318,722
IX-12 Advertising and promotionPrograms $326,958 · Management $25,364 · Fundraising $13,169$365,491
IX-13 Office expensesPrograms $1,890 · Management $4,190 · Fundraising $1,115$7,195
IX-16 OccupancyPrograms $34,746 · Management $17,374 · Fundraising $17,373$69,493
IX-17 TravelPrograms $978 · Management $7,508$8,486
IX-19 Conferences, conventions and meetingsPrograms $287 · Management $3,083 · Fundraising $1,236$4,606
IX-22 Depreciation, depletion and amortizationPrograms $18,954 · Management $9,477 · Fundraising $9,476$37,907
IX-23 InsurancePrograms $5,186 · Management $2,592 · Fundraising $2,593$10,371
IX-24 Other expenses (24a–d)Programs $31,010 · Management $50,606 · Fundraising $16,288$97,904
IX-25 Total functional expensesPrograms $1,411,534 · Management $232,255 · Fundraising $254,982$1,898,771
Part X · Balance sheet $4,419,556 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $3,066,463$2,275,664
X-2 Savings and temporary cash investmentsStart of year $166,398$1,246,412
X-3 Pledges and grants receivableStart of year $86,770$105,437
X-4 Accounts receivableStart of year $250,000$150,000
X-9 Prepaid expenses and deferred chargesStart of year $1,178$966
X-10c Land, buildings and equipment, netStart of year $458,845$428,845
X-15 Other assetsStart of year $0$212,232
X-16 Total assetsStart of year $4,029,654$4,419,556
X-17 Accounts payable and accrued expensesStart of year $389,318$318,344
X-25 Other liabilitiesStart of year $44,872$277,731
X-26 Total liabilitiesStart of year $434,190$596,075
X-27 Net assets without donor restrictionsStart of year $3,236,311$3,560,055
X-28 Net assets with donor restrictionsStart of year $359,153$263,426
X-32 Total net assets or fund balancesStart of year $3,595,464$3,823,481
X-33 Total liabilities and net assetsStart of year $4,029,654$4,419,556
Part XI · Reconciliation of net assets $3,823,481 net assets at year end
XI-1 Total revenue$2,126,788
XI-2 Total expenses$1,898,771
XI-3 Revenue less expenses$228,017
XI-4 Net assets at start of year$3,595,464
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,823,481

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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