2024-11-15T12:57:19-06:00 2024-06-30 953309779 GURSEY SCHNEIDER LLP 2121 AVENUE OF THE STARS SUITE 1300 LOS ANGELES CA 90067 990 2023-07-01 851743432 STEP UP TUTORING STEP 3109916928 1424 4TH STREET STE 214 PMB 1696 SANTA MONICA CA 90401 SAMANTHA OLIVIERI CEO 3109916928 2024-11-13 1 1 NAZ AFSHAR P00441843 3105520960 2023 2024-10-15 13:58:12Z SAMANTHA OLIVIERI 1424 4TH STREET STE 214 PMB 1696 SANTA MONICA CA 90401 2423710 0 X WWW.STEPUPTUTORING.ORG X 2020 CA STEP UP TUTORING DRIVES STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. WE RECRUITAND TRAIN MISSION-DRIVEN TUTORS TO WORK WITH STUDENTS ONE-ON-ONE TO DRIVE ACADEMIC GAINS, BOOST HABITS OF SUCCESS, AND DEVELOP POSITIVE RELATIONSHIPS. OUR AIM IS TO ENSURE EVERY YOUNG PERSON HAS THE SUPPORT THEY NEED TO LEARN, DEVELOP, AND ACCESS THEIR DREAMS. 9 8 19 675 0 0 1663393 2370009 57028 41510 88 12191 0 0 1720509 2423710 0 0 0 0 1120351 1545247 22180 0 259240 552976 755767 1695507 2301014 25002 122696 296738 382863 154623 146267 142115 236596 STEP UP TUTORING DRIVES STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. 0 0 1814701 41510 TUTORING: THE ORGANIZATION'S MISSION IS TO DRIVE STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES. 1814701 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X NONPROFIT BOOKKEEPING 9206590344 4052 N TRAILWAY LN GRAND CHUTE WI 54913 SAMANTHA OLIVERI CHIEF EXECUTIVE OFFICER 40.00 X 207396 0 0 LYNN JACOBSON DIRECTOR 1.00 X 0 0 0 JANET CARTER DIRECTOR 1.00 X 0 0 0 HOWARD GORDON DIRECTOR 1.00 X 0 0 0 STEPHANIE GRAVES DIRECTOR 1.00 X 0 0 0 DEBORAH STIPEK DIRECTOR 1.00 X 0 0 0 JAKE NEUBERG DIRECTOR 1.00 X 0 0 0 ALISON YOSHIMOTO-TOWERY DIRECTOR 1.00 X 0 0 0 NATI RODRIGUEZ DIRECTOR 1.00 X 0 0 0 MARIA G ANAYA CHIEF PROGRAM OFFICER 40.00 X 181983 0 0 KARA O'TOOLE CHIEF OPERATING OFFICER/TREASURER 40.00 X 169800 0 0 JAMES D HALPER CHAIRPERSON 10.00 X 0 0 0 559179 0 0 3 0 1 0 KARA O'TOOLE 1424 4TH STREET STE 214 PMB 1696 SANTA MONICA CA 90401 CHIEF OPERATING OFFICER 169800 1 2370009 3671 2370009 ANNENBERG 611710 41510 41510 41510 12191 12191 2423710 41510 0 12191 X 559179 447659 34662 76858 817982 654848 50704 112430 53323 42783 3276 7264 114763 91875 7114 15774 29087 29087 469136 351852 70370 46914 18224 16358 1866 142952 113534 29418 21097 21097 576 576 10775 10775 DUES & SUBSCRIPTIONS 61739 61739 TRAINING 2171 2171 DATA MANAGEMENT 10 10 2301014 1814701 227073 259240 228925 379152 25142 4014 2848 2998 2135 1439 863 24946 12272 296738 382863 154623 146267 154623 146267 X 142115 236596 142115 236596 296738 382863 122696 -28215 0 X X 0 1 X 1 0 X 270000 1022363 1663393 2411519 5367275 270000 1022363 1663393 2411519 5367275 2151877 3215398 12191 12191 5379466 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2998 2135 863 863 2423710 0 2423710 0 2423710 2301014 0 2301014 0 2301014 0 0 0 0 0 0 0 0 0 SAMANTHA OLIVERI CHIEF EXECUTIVE OFFICER 207396 0 0 0 0 0 0 0 0 0 207396 0 0 0 MARIA G ANAYA CHIEF PROGRAM OFFICER 181983 0 0 0 0 0 0 0 0 0 181983 0 0 0 KARA O'TOOLE CHIEF OPERATING OFFICER/TREASURER 169800 0 0 0 0 0 0 0 0 0 169800 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOUNDER'S SON IS EMPLOYED BY THE ORGANIZATION IN AN OPERATIONAL ROLE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS CIRCULATED TO ALL STEP UP TUTORING DIRECTORS TO REVIEW, PROVIDE INPUT AND ASK QUESTIONS PRIOR TO SUBMISSION. THE 990 IS THEN REVIEWED AND SIGNED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY OCCURRED DURING THE CURRENT REPORTING PERIOD, WHICH SPANS THE TWELVE MONTHS ENDING ON JUNE 30, 2024. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 351,852. MANAGEMENT AND GENERAL EXPENSES 70,370. FUNDRAISING EXPENSES 46,914. TOTAL EXPENSES 469,136. FORM 990, PART XII, LINE 2C: THE ORGANIZATION ESTABLISHED AN AUDIT COMMITTEE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 8: IN 2022, STEP UP TUTORING FILED THEIR TAX RETURNS BEFORE COMPLETING A REVIEW OF THEIR FINANCIAL STATEMENTS. GURSEY SCHNEIDER WAS SUBSEQUENTLY RETAINED TO CONDUCT A REVIEW OF THE 2022 FINANCIAL STATEMENTS. AS A RESULT OF ADJUSTMENTS MADE DURING THIS REVIEW, A TOTAL OF $28,216 IN PRIOR PERIOD ADJUSTMENTS ARE REPORTED ON THE 2023 TAX RETURN. THE BREAKDOWN OF THESE ADJUSTMENTS IS AS FOLLOWS: 1. BALANCE SHEET ADJUSTMENTS: $17,897, INCLUDING STARTUP COSTS THAT WERE PREVIOUSLY CAPITALIZED. 2. INCOME STATEMENT ADJUSTMENTS: $10,319, INCLUDING UNDERSTATED EXPENSES IN 2022. TOTAL PRIOR PERIOD ADJUSTMENTS TO THE FUND BALANCE REPORTED ON FORM 990, PART XI, LINE 8: $28,216