Nonprofit · EIN 27-3488398
STEP AHEAD IDAHO INC
Tax-exempt · BOISE, ID 83706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $103,547 | $169,599 | -$66,052 | $192,909 | $0 | $192,909 |
| December 31, 2024 | 990-EZ | $149,968 | $161,774 | -$11,806 | $258,961 | $0 | $258,961 |
| December 31, 2023 | 990-EZ | $133,145 | $141,590 | -$8,445 | $270,767 | – | $270,767 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $103,547
Expenses
- Compensation of officers, directors and key employees
- $68,173
- Salaries, compensation and benefits (total)
- $68,173
- Professional fees and payments to contractors
- $77,801
- Occupancy
- $12,156
- Other expenses
- $11,469
Balance sheet and other
- Total assets, start of year
- $258,961
- Total assets, end of year
- $192,909
- Total liabilities, end of year
- $0
- Net assets, end of year
- $192,909
- Cash, savings and investments
- $18,056
- Land and buildings
- $174,853
- Gross receipts
- $103,547
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA GIBSON | SECRETARY | 35 | $39,471 |
| LIZ O'NEILL | TREASURER | 10 | $15,136 |
| VICKY SWERDLOFF | VICE PRESIDENT | 5 | $6,163 |
| SUE LOVELACE | EXECUTIVE DIRECTOR | 30 | $5,403 |
| CINDY FAZZIO | PRESIDENT | 10 | $2,000 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA GIBSON | SECRETARY | 35 | $44,117 |
| SUE LOVELACE | EXECUTIVE DIRECTOR | 30 | $25,731 |
| VICKY SWERDLOFF | VICE PRESIDENT | 5 | $15,899 |
| LIZ O'NEILL | TREASURER | 10 | $12,322 |
| CINDY FAZZIO | PRESIDENT | 10 | $1,462 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA GIBSON | SECRETARY | 35 | $45,766 |
| SUE LOVELACE | EXECUTIVE DI | 30 | $34,630 |
| CINDY FAZZIO | PRESIDENT | 20 | $10,659 |
| LIZ O'NEILL | TREASURER | 10 | $7,536 |
| VICKY SWERDLOFF | VICE PRESIDE | 5 | $3,033 |
Address and contacts
- Address (IRS master file)
- 967 E PARKCENTER BLVD 400, BOISE, ID 83706-6721
- In care of
- % TOM ONEIL
- Mailing address (990-N for 2016)
- 2324 E Gossamer Ln, Boise ID 83706
- Principal officer (990-N for 2016)
- Shirley A ONeil, 2324 E Gossamer Ln, Boise ID 83706
- Signed the 990-EZ
- LIZ O'NEILL, TREASURER
- Phone
- (208) 484-8522
- Website
- WWW.STEPAHEADIDAHO.ORG
- Return prepared by
- SORREN INC
Mission
STEP AHEAD IDAHO ADDRESSES THE COMMUNITY NEED FOR MORE COMPREHENSIVE, AFFORDABLE COLLEGE ADMISSION COUNSELING BY PROVIDING FREE COLLEGE DROP-IN ADVISING, FREE WORKSHOPS, AND FEE-FOR-SERVICE WORKSHOPS.
Program accomplishments
- 1. FREE COLLEGE ADVISING DROP-IN CENTERS. WE OPERATE TWO COLLEGE ADVISING CENTERS: A POP-UP DROP-IN AT THE DOWNTOWN YMCA AND A STAND-ALONE CENTER ADJACENT TO THE HILLCREST LIBRARY. THESE DROP-IN CENTERS ARE COMPLETELY FREE OF CHARGE AND DESIGNED TO BE PLACES WHERE STUDENTS CAN GET COUNSELING AND ADVICE ON ANY ASPECT OF THE COLLEGE-GOING PROCESS. SINCE COVID, WE HAVE EXPANDED OUR AVAILABILITY TO INCLUDE IN PERSON OR ZOOM MEETINGS. BETWEEN BOTH DROP-IN SITES AND VIA ZOOM, SEVEN ADVISORS SEE STUDENTS THREE TO FOUR DAYS PER WEEK, HELPING STUDENTS AND FAMILIES NAVIGATE THE COLLEGE APPLICATION, FINANCIAL AID, SCHOLARSHIP SEARCH, AND COLLEGE ESSAY WRITING PROCESS. STAFFING THESE SITES OURSELVES AND TRAINING VOLUNTEERS TO ASSIST US, WE TYPICALLY SEE 50+ STUDENTS EACH MONTH AND STAFF 40+HOURS EACH MONTH. THE YMCA CHARGES NO RENT FOR THE USE OF THEIR SPACE, AND THE LIBRARY CHARGES $550 PER MONTH FOR THE USE OF OUR HILLCREST OFFICE. OUR PROJECTED OPERATIONAL COSTS ARE $11,265.00OUR PROJECTED PERSONNEL COSTS ARE $54,000.00THERE ARE 15 PUBLIC HIGH SCHOOLS IN THE TREASURE VALLEY, AND MORE THAN 10 PRIVATE AND CHARTER HIGH SCHOOLS THAT SERVE OVER 28,000 HIGH SCHOOL STUDENTS. AS THE TREASURE VALLEY CONTINUES TO EXPERIENCE RAPID GROWTH, OUR CAPACITY TO SERVE THIS INCREASED, DIVERSE POPULATION OF LEARNERS WILL ALSO EXPAND.
- 2. FREE WORKSHOPS. BEFORE COVID-19, WE STRIVED TO REACH OUT TO THE LARGER COMMUNITY WITH FREE TALKS AT OUR NEW HILLCREST LOCATION AND EVENTS THAT PROVIDE INFORMATION TO TARGETED GROUPS. AMONG OUR MOST HEAVILY ATTENDED SESSIONS WERE: HOW TO CHOOSE A COLLEGE, WHAT TO KNOW ABOUT APPLYING TO SELECTIVE SCHOOLS/MILITARY ACADEMIES/THE IVY LEAGUES, NAVIGATING FINANCIAL AID, BOISE SCHOOL DISTRICT HEALTH PROFESSIONS EXPO AND HOW TO BE A RECRUITED ATHLETE. OUR OUTREACH EXTENDED TO PROVIDING WORKSHOPS AT THE HISPANIC LEADERSHIP CONFERENCE, LEADERSHIP BOISE, BOISE SCHOOL DISTRICT EVENINGS ABOUT HEALTH AND STEM-BASED CAREERS, SESSIONS FOR FINANCIAL PLANNERS INTERESTED IN PROVIDING BETTER COLLEGE AFFORDABILITY ADVICE FOR THEIR CLIENTS, AND COLLEGE-READINESS CLINICS FOR OVER 1500 JUNIOR HIGH AND HIGH SCHOOL STUDENTS. THE PANDEMIC SHIFTED OUR FOCUS TO WORKING WITH INDIVIDUALS AND THEIR FAMILIES SO OUR ASSISTANCE IS TARGETED AND PERSONALIZED, AND TO WORKING IN PARTNERSHIP WITH ORGANIZATIONS LIKE COLLEGE BOUND TO DELIVER PROGRAMMING THAT IS DESIGNED FOR FEWER STUDENTS AT ONE TIME VIA IN PERSON SESSIONS AND DIFFERENT DIGITAL LEARNING PLATFORMS. WE HAVE ALSO EXPANDED OUR OUTREACH TO BLAINE AND VALLEY COUNTIES. ONE ADVISOR IN EACH LOCATION PARTNERS WITH THE LOCAL HIGH SCHOOLS, OFFERING IN PERSON OR ZOOM ADVISING DURING THE ACADEMIC YEAR AND HOSTING SUMMER WORKSHOPS.IN 2023, WE EXPANDED OUR IN-PERSON PROGRAMMING TO INCLUDE CLASSES ON HOW TO MANAGE AND ASSEMBLE THE DIFFERENT COLLEGE APPLICATIONS AVAILABLE TO HIGH SCHOOL SENIORS AND HELD TWO SUMMER SESSIONS. OUR RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS $10,000 PER YEAR.
- 3. FEE-FOR-SERVICE CLIENTS & PAID WORKSHOPS. WE OFFER SEVERAL PRIVATE ADVISING OPTIONS FOR STUDENTS, INCLUDING ONE-ON-ONE ADVISING AND INTENSIVE ESSAY-WRITING WORKSHOPS ALL ON A SLIDING-SCALE, FEE-FOR-SERVICE BASIS. OVER ELEVEN YEARS, WE HAVE GROWN FROM SERVING A HANDFUL OF STUDENTS TO OVER 200 ONE-ON-ONE EACH YEAR. IN 2023, WE HELD SIX COLLEGE ESSAY WRITING WORKSHOPS AT OUR HILLCREST CENTER AND TWO MORE IN VALLEY COUNTY, AS WELL AS THREE AFFORDABLE SMALL-GROUP TEST PREP SESSIONS IN PARTNERSHIP WITH VETTED LOCAL TUTORS WE KNOW OFFER QUALITY TUTORING FOR THE PSAT, SAT AND ACT. AS IS OUR WAY, WE OFFER SCHOLARSHIPS FOR ANY SERVICES FOR WHICH WE ALSO CHARGE. WE ALSO VISITED VISION CHARTER TO HOST A COLLEGE READINESS NIGHT FOR 50 9TH-12TH GRADERS.IN 2024, OUR AIM IS TO INCREASE OUR WORKSHOPS AT AREA SCHOOLS AND, AT OUR HILLCREST SITE, CONTINUE TO OFFER STANDARDIZED TEST PREP AS WELL AS INCREASE THE NUMBER OF MORE ESTABLISHED PROGRAMS WE HAVE HISTORICALLY OFFERED. WE ALSO AIM TO CONTINUE CREATING NEW SESSIONS AND WORKSHOPS THAT ADDRESS THE NEEDS OF OUR GROWING POPULATION.OUR PROJECTED RESOURCES BUDGET FOR THIS ASPECT OF OUR SERVICES IS $20,000 PER YEAR.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-3488398
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $192,909
- Income (IRS master file)
- $103,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $103,547 | $169,599 | $192,909 | XML |
| 990-EZ | December 2024 | $149,968 | $161,774 | $258,961 | XML |
| 990-EZ | December 2023 | $133,145 | $141,590 | $270,767 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Shirley A ONeil | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-3488398).
Questions about STEP AHEAD IDAHO INC
- What is the EIN of STEP AHEAD IDAHO INC?
- The employer identification number (EIN) of STEP AHEAD IDAHO INC is 27-3488398.
- Is STEP AHEAD IDAHO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to STEP AHEAD IDAHO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEP AHEAD IDAHO INC 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 STEP AHEAD IDAHO INC 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 STEP AHEAD IDAHO INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of STEP AHEAD IDAHO INC?
- The 990-N for 2016 names Shirley A ONeil.
- Who are the officers and directors of STEP AHEAD IDAHO INC?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $39,471 (LAURA GIBSON, SECRETARY).
- How much revenue does STEP AHEAD IDAHO INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $103,547, expenses of $169,599 and total assets of $192,909 at year end.
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