Next Step Foundation INC FY2020 filing

Tax-deductible

Terre Haute, IN501(c)(3)Mental HealthEIN 45-1831576

Rehabilitation home for women and men recovering from addiction

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$53K 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

FY2020 · 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 $618K a year · 22% 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
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$53K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $648K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$516K
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$899K
To programs
96%
Net assets
$593K
By yearFY2020–FY2025
Revenue
$1.1M
FY2020
Revenue by fiscal year
FY2020$1.1M
FY2021$1.3M
FY2022$1.8M
FY2023$3.0M
FY2024$4.8M
FY2025$4.7M
Expenses
$899K
FY2020
Expenses by fiscal year
FY2020$899K
FY2021$1.2M
FY2022$1.8M
FY2023$2.7M
FY2024$3.0M
FY2025$3.4M
Net assets
$593K
FY2020
Net assets by fiscal year
FY2020$593K
FY2021$702K
FY2022$720K
FY2023$979K
FY2024$2.7M
FY2025$4.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 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

96 cents of each dollar spent went to programs.

Program services 96% · $866K Management & general 4% · $33K

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

Who runs it and what they're paid

8 people listed on the 990; $53K paid to officers and key staff.

Part VII, Section A · reportable compensation
Pres and Chair
$52,741Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Dana Simons’s $71K as Executive Dir. is at the 9th percentile of top reported officer pay among 1683 $1–10M mental health 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 · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dana Simons$70,600$70,600$70,600$61,148$57,852$52,741

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 Next Step 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

Next Step Foundation INC is a mental health nonprofit based in Terre Haute, IN.

Provided by the organization

This section is blank until Next Step Foundation INC claims this page.

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1 program service account for $866K of program spending, described in the organization's own filed words · FY2020.
01

Home environment where women and men can find the structure and

$866Kprogram expense

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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 4 funders →
Grants paid · 1 grant · $31K · 2024–2024
MiscFY2024$30,596

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$596K
Fees for servicesLn 2g$513K
Investment incomeLn 3$13
Money outPt IX
$899K
Ln 25
Programscol B$866K
Managementcol C$33K
Owns and owesPt X
$593K
net assets · Ln 32
Cash and savingsLn 1–2$171K
Total assetsLn 16$1.1M
LiabilitiesLn 26$516K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$596K
Government grantsLn 1e$174K
Fees for servicesLn 2g$513K
Investment incomeLn 3$13
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$171K
Cash and savings togetherLn 1–2$171K
Land, buildings, equipmentLn 10c$902K
Other assetsLn 15$4K
Total assetsLn 16$1.1M
LiabilitiesLn 26$516K
Net assetsLn 32$593K
OperationsPt I, VI
EmployeesI 50
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 FY20End FY20
Cash and savingsLn 1–2$104K$171K
Land, buildings, equipmentLn 10c$723K$902K
Total assetsLn 16$842K$1.1M
LiabilitiesLn 26$452K$516K
Net assetsLn 32$390K$593K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$53K$53K
Other salaries and wagesLn 7$446K$446K
Other employee benefitsLn 9$8K$8K
Payroll taxesLn 10$50K$50K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$30K$30K
Information technologyLn 14$20K$20K
OccupancyLn 16$114K$114K
TravelLn 17$1K$1K
InterestLn 20$24K$24K
Depreciation, depletion and amortizationLn 22$31K$31K
InsuranceLn 23$18K$18K
Other expenses (24a–d)Ln 24$99K$66K$33K
Total functional expensesLn 25$899K$866K$33K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.7M$3.4M$1.4M$4.1M 990 PDF
FY2024 $4.8M$3.0M$1.7M$2.7M 990 PDF
FY2023 $3.0M$2.7M$260K$979K 990 PDF
FY2022 $1.8M$1.8M$17K$720K 990 PDF
FY2021 $1.3M$1.2M$109K$702K 990 PDF
FY2020 Viewing $1.1M$899K$203K$593K 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,102,850 across 7 lines filed
VIII-1e Government grants$173,853
VIII-1f All other contributions, gifts and grants$421,723
VIII-1h Total contributions, gifts and grants$595,576
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $513,052$513,052
VIII-3 Investment incomeRelated to mission $13$13
VIII-8 Net income from fundraising eventsExcluded from tax −$5,791−$5,791
VIII-12 Total revenueRelated to mission $513,065 · Excluded from tax −$5,791$1,102,850
Part IX · Statement of functional expenses $899,416 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,741$52,741
IX-7 Other salaries and wagesPrograms $446,043$446,043
IX-9 Other employee benefitsPrograms $7,681$7,681
IX-10 Payroll taxesPrograms $49,654$49,654
IX-12 Advertising and promotionPrograms $7,208$7,208
IX-13 Office expensesPrograms $29,702$29,702
IX-14 Information technologyPrograms $19,951$19,951
IX-16 OccupancyPrograms $113,773$113,773
IX-17 TravelPrograms $1,000$1,000
IX-20 InterestPrograms $23,897$23,897
IX-22 Depreciation, depletion and amortizationPrograms $30,697$30,697
IX-23 InsurancePrograms $17,892$17,892
IX-24 Other expenses (24a–d)Programs $66,174 · Management $33,003$99,177
IX-25 Total functional expensesPrograms $866,413 · Management $33,003 · Fundraising $0$899,416
Part X · Balance sheet $1,109,821 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $104,425$170,669
X-4 Accounts receivableStart of year $9,909$33,004
X-10c Land, buildings and equipment, netStart of year $723,454$901,874
X-15 Other assetsStart of year $4,228$4,274
X-16 Total assetsStart of year $842,136$1,109,821
X-17 Accounts payable and accrued expensesStart of year $24,075$1,401
X-25 Other liabilitiesStart of year $11,569$13,869
X-26 Total liabilitiesStart of year $452,197$516,448
X-32 Total net assets or fund balancesStart of year $389,939$593,373
X-33 Total liabilities and net assetsStart of year $842,136$1,109,821
Part XI · Reconciliation of net assets $593,373 net assets at year end
XI-1 Total revenue$1,102,850
XI-2 Total expenses$899,416
XI-3 Revenue less expenses$203,434
XI-4 Net assets at start of year$389,939
XI-10 Net assets at end of year$593,373

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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