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Nonprofit · EIN 20-3291700

TAKE THE NEXT STEP

Tax-exempt · MONROE, WA 98272

Financials

$1.1M$981K2023$1.2M$1.1M2024$852K$850K2025
Revenue Expenses · by fiscal year end
Financials of TAKE THE NEXT STEP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$851,837$849,893$1,944$584,235$32,753$551,482
December 31, 2024990$1,171,696$1,058,134$113,562$581,356$31,818$549,538
December 31, 2023990$1,072,153$981,115$91,038$468,173$32,197$435,976
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$832,611
of which government grants
$245,539
Program service revenue
$10,516
Investment income
$8,710
Other revenue
$0

Expenses

Grants and similar amounts paid
$165,370
Compensation of officers, directors and key employees
$103,278
Other salaries and wages
$286,548
Salaries, compensation and benefits (total)
$447,810
Professional fundraising fees
$0
Accounting fees
$43,200
Occupancy
$12,510
Travel
$3,519
Depreciation
$6,202
Program services (functional)
$755,614
Management and general (functional)
$65,144
Fundraising (functional)
$29,135

Balance sheet and other

Total assets, start of year
$581,356
Total assets, end of year
$584,235
Total liabilities, end of year
$32,753
Net assets, end of year
$551,482
Net assets without donor restrictions
$432,291
Net assets with donor restrictions
$119,191
Gross receipts
$864,982
Employees
13
Volunteers
468
Year formed
2005
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH MORGANCO-EXECUTIVE DIRECTOR
Officer
32$51,750
SARAH LUNSTRUMCO-EXECUTIVE DIRECTOR
Officer
26$51,528
MELANIE LOCKHARTINTERIM BOARD CHAIR
Trustee or director, Officer
3$0
PAUL RYANBOARD SECRETARY
Trustee or director, Officer
3$0
JUNELLE LEWISBOARD MEMBER
Trustee or director
1$0
PATRICK VAUGHNBOARD MEMBER
Trustee or director
1$0
RACHEL GOUGHBOARD MEMBER
Trustee or director
1$0
MARCI SCOTT-WEISBOARD MEMBER
Trustee or director
3$0
ALEX PALOMARESBOARD MEMBER
Trustee or director
1$0
CARLOS ELLESBOARD MEMBER
Trustee or director
1$0
LARON OLSONTREASURER
Officer
1$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
SARAH MORGANCO-EXECUTIVE DIRECTOR
Officer
35$61,675
SARAH LUNSTRUMCO-EXECUTIVE DIRECTOR
Officer
28$50,403
PHIL SPIRITOBOARD CHAIR THROUGH FEB 2024
Trustee or director, Officer
2$0
MELANIE LOCKHARTINTERIM BOARD CHAIR
Trustee or director, Officer
2$0
PAUL RYANBOARD SECRETARY
Trustee or director, Officer
2$0
MARCI SCOTT-WEISBOARD MEMBER
Trustee or director
2$0
JUNELLE LEWISBOARD MEMBER
Trustee or director
1$0
PATRICK VAUGHNBOARD MEMBER
Trustee or director
1$0
RACHEL GOUGHBOARD MEMBER
Trustee or director
1$0
ALEX PALOMARESBOARD MEMBER
Trustee or director
1$0
LARON OLSONTREASURER
Officer
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
SARAH MORGANCO-EXECUTIVE DIRECTOR
Officer
32$58,816$3,081
SARAH LUNSTRUMCO-EXECUTIVE DIRECTOR
Officer
30$57,654$0
PHIL SPIRITOBOARD CHAIR
Trustee or director, Officer
2$0$0
DONNA OLSONOUTGOING BOARD CHAIR UNTIL 1/19
Trustee or director, Officer
2$0$0
MELANIE LOCKHARTBOARD SECRETARY
Trustee or director, Officer
2$0$0
PAUL RYANBOARD MEMBER
Trustee or director
1$0$0
JUNELLE LEWISBOARD MEMBER
Trustee or director
1$0$0
PATRICK VAUGHNBOARD MEMBER
Trustee or director
1$0$0
RACHEL GOUGHBOARD MEMBER
Trustee or director
1$0$0
MARCI SCOTT-WEISBOARD MEMBER
Trustee or director
1$0$0
LAVINIA JUNEBOARD MEMBER UNTIL MARCH
Trustee or director
1$0$0
LARON OLSONTREASURER
Officer
2$0$0

Address and contacts

Address (IRS master file)
202 S SAMS ST, MONROE, WA 98272-2234
In care of
% DONNA L OLSON
Principal officer (990 for 2025)
SARAH MORGAN, 202 SOUTH SAMS STREET, MONROE, WA 98272
Signed the 990
SARAH MORGAN, CO-EXECUTIVE DIRECTOR
Phone
(360) 794-1022
Return prepared by
GREENWOOD OHLUND PS

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • FAMILY RESOURCE CENTER: PARTICIPANTS/CLIENTS WORK WITH RESOURCE NAVIGATORS WHO WALK ALONGSIDE INDIVIDUALS AND FAMILIES TO CONNECT THEM TO RESOURCES, ASSISTANCE AND A LARGGER NETWORK OF PROVIDERS BASED ON THEIR SPECIFIC SITUATION AND NEEDS. THE NAVIGATORS CAN PROVIDE MORE BASIC AND IMMEDIATE SUPPORT WITH HYGIENE ITEMS, SHELF STABLE FOOD, COATS, AND OTHER SUPPLIES. BUT THEY ALSO SIT WITH FAMILIES TRYING TO NAVIGATE HOUSING AND EMPLOYMENT SERVICES, ACCESS TO MENTAL HEALTH, LEGAL SUPPORT, TRANSPORTATION, FINANCIAL ASSISTANCE AND OTHER RESOURCES AS THE NEEDS ARISE.
    Expenses $475,912 · grants $165,370 · revenue $10,516
  • KIDZ CLUB AFTER SCHOOL PROGRAM: KIDZ CLUB AFTER SCHOOL PROGRAM FOCUSES ON STUDENTS FROM THE LOCAL TITLE I ELEMENTARY SCHOOL IN OUR TUESDAY/THURSDAY PROGRAM, WITH 30-50 STUDENTS REGISTERED ANNUALLY. STUDENTS ARE GROUPED WITH SAME GRADE STUDENTS AND LED BY CONSISTENT VOLUNTEERS (ADULT AND MIDDLE/HIGH SCHOOL) TO SUPPORT THEIR ACADEMIC GROWTH AS WELL AS THEIR SOCIAL AND EMOTIONAL LEARNING. WE IMPLEMENT THE PROTECTIVE FACTORS INTO OUR PROGRAM MODEL AND LOVE SEEING THE CHILDREN REACH FOR MORE LEARNING AND GROWTH OPPORTUNITIES.
    Expenses $162,204
  • UNHOUSED OUTREACH IS A MOBILE PROGRAM THAT GOES OUT INTO THE COMMUNITY THREE TIMES A WEEK. WE LOAD UP OUR VAN WITH FOOD, HYGIENE SUPPLIES, CLOTHING AND SUPPLIES TO ENSURE OUR UNHOUSED NEIGHBORS ARE SAFE AND WELL. VOLUNTEERS PREPARE AND FILL BIG GROCERY BAGS OF HEALTHY, NO-COOK FOOD AND OTHER SUPPLIES. OUR PROGRAM DIRECTOR HAS MOBILE VISITS AND IS ABLE TO SUPPORT MANY DIVERSE NEEDS SUCH AS TRANSPORTATION, PHONE ASSISTANCE, SHELTER, MENTAL HEALTH, SUSBTANCE USE SUPPORT AND SO MUCH MORE.
    Expenses $63,535
  • COMMUNITY DINNER RUNS WEEKLY ON WEDNESDAY EVENINGS SEVING HOT MEALS MADE/PURCHASED AND SERVED ENTIRELY BY VOLUNTEERS - LOCAL BUSINESSES, AGENCIES, CHURCHES, SCHOOL GROUPS, FRIEND GROUPS, ETC. WE SERVE AN AVERAGE OF 120 MEALS EACH WEEKGROWING TOGETHER TEEN MOMS GROUP: YOUNG MOTHERS ARE CONNECTED TO LOCAL MENTORS TO WALK ALONGSIDE THEM IN THEIR NEW JOURNEY OF MOTHERHOOD, WHILE ALSO STILL NAVIGATING ADOLESCENCE THEMSELVES. OUR PROGRAM PROVIDES A MIX OF EDUCATION AND FUN OUTINGS TO BUILD A STRONG CONNECTION AMONG THE MOTHERS, AS WELL AS PROVIDE ACCESS TO INFOMATION AND OPPORTUNITIES THEY OTHERWISE MAY NOT HAVE.
    Expenses $53,963

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-3291700
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P60)
Assets (IRS master file)
$584,235
Income (IRS master file)
$864,982

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$851,837$849,893$584,235XML
990December 2024$1,171,696$1,058,134$581,356XML
990December 2023$1,072,153$981,115$468,173XML
990December 2022$888,598$822,388$348,269IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3291700).

Questions about TAKE THE NEXT STEP

What is the EIN of TAKE THE NEXT STEP?
The employer identification number (EIN) of TAKE THE NEXT STEP is 20-3291700.
Is TAKE THE NEXT STEP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to TAKE THE NEXT STEP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does TAKE THE NEXT STEP file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TAKE THE NEXT STEP due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TAKE THE NEXT STEP last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TAKE THE NEXT STEP?
The 990 for the year ended December 31, 2025 names SARAH MORGAN.
Who are the officers and directors of TAKE THE NEXT STEP?
The 990 for the year ended December 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $51,750 (SARAH MORGAN, CO-EXECUTIVE DIRECTOR).
How much revenue does TAKE THE NEXT STEP have?
On its 990 for the year ended December 31, 2025 it reported revenue of $851,837, expenses of $849,893 and total assets of $584,235 at year end.

Other nonprofits in MONROE

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