Nonprofit · EIN 87-4413159
STEP UP FOR STUDENTS - WEST VIRGINIA INC
Tax-exempt · JACKSONVILLE, FL 32245
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $147,236 | $855,357 | -$708,121 | $528,267 | $55,806 | $472,461 |
| June 30, 2024 | 990 | $2,057,462 | $1,615,584 | $441,878 | $6,110,749 | $4,930,167 | $1,180,582 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $123,047
- Investment income
- $24,189
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $11,409
- Other salaries and wages
- $37,872
- Salaries, compensation and benefits (total)
- $58,457
- Professional fundraising fees
- $0
- Legal fees
- $67,002
- Accounting fees
- $9,602
- Occupancy
- $1,182
- Travel
- $3,127
- Depreciation
- $50,078
- Program services (functional)
- $313,240
- Management and general (functional)
- $542,117
Balance sheet and other
- Total assets, start of year
- $6,110,749
- Total assets, end of year
- $528,267
- Total liabilities, end of year
- $55,806
- Net assets, end of year
- $472,461
- Net assets without donor restrictions
- $472,461
- Gross receipts
- $147,236
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- WV
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RUTH ROSE | CHIEF CST. EXP. OFFICER (THRU 09/24) Officer | 2 | $17,765 | $337,544 | $33,917 |
| DOUG TUTHILL | CHIEF VISION OFFICER Trustee or director, Officer | 2 | $17,389 | $330,395 | $39,963 |
| GRETCHEN SCHOENHAAR | CHIEF EXECUTIVE OFFICER Officer | 2 | $17,498 | $332,454 | $24,144 |
| JOE PFOUNTZ | TREASURER & CFO Trustee or director, Officer | 2 | $13,751 | $261,273 | $39,117 |
| ALEXANDER J MANGAN | CHIEF PRODUCT OFFICER (THRU 12/24) Officer | 2 | $12,867 | $244,476 | $48,031 |
| LESLEY SEARCY | SECRETARY & CGO Trustee or director, Officer | 2 | $13,811 | $262,403 | $14,861 |
| SAMANTHA ESPINOSA | CHIEF HR OFFICER (THRU 06/25) Officer | 2 | $11,597 | $220,350 | $46,323 |
| FRANK E SIKERNITSKY | CHIEF INFORMATION OFFICER Officer | 2 | $10,716 | $203,609 | $31,022 |
| CHARLES A WADE | SR. DIR, ENTERP. STANDARDS/SYST. ARCHITECT Highest-paid employee | 2 | $9,963 | $189,298 | $42,274 |
| JILL LAROSE | CHIEF CULTURE OFFICER Officer | 2 | $10,941 | $207,877 | $22,330 |
| SEAN K CHARTIER | ARCHITECT, DATA Highest-paid employee | 2 | $10,098 | $191,859 | $25,223 |
| CRAIG GONSALVES | VP OF IT SOLUTIONS Highest-paid employee | 2 | $8,676 | $164,847 | $46,397 |
| KRISTOPHER KILTON | ARCHITECT, SOLUTION Highest-paid employee | 2 | $8,715 | $165,591 | $38,910 |
| DAVID FINCH | ARCHITECT, CLOUD Highest-paid employee | 2 | $8,981 | $170,632 | $30,116 |
| SHAFAYET IMAM | CIO (THRU 05/24) Former | 2 | $6,130 | $116,469 | $21,965 |
4 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JIMMY S ANGLIN | CHIEF INFORMATION SECURITY OFFICER Officer | 2 | $2,179 | $41,396 | $7,393 |
| JANIE GORDON | CHIEF OPERATING OFFICER Officer | 2 | $1,839 | $34,941 | $1,251 |
| JULEE SANDERSON | CHIEF TECHNOLOGY OFFICER Officer | 2 | $1,526 | $29,001 | $479 |
| JOHN F KIRTLEY | BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DOUG TUTHILL | CEO Trustee or director, Officer | 2 | $17,365 | $329,928 | $40,244 |
| SHAFAYET IMAM | CIO (THRU 05/24) Officer | 2 | $12,990 | $246,811 | $46,525 |
| JOE PFOUNTZ | TREASURER, CFO Trustee or director, Officer | 2 | $13,200 | $250,808 | $39,456 |
| LESLEY SEARCY | SECRETARY, CEAO Trustee or director, Officer | 2 | $13,443 | $255,416 | $13,211 |
| JILL LAROSE | CHIEF CULTURE OFFICER Officer | 2 | $10,770 | $204,631 | $20,645 |
| ASHA DESHPANDE | SR DIR ENT DATA OP STG(THRU 08/24) Highest-paid employee | 2 | $10,682 | $202,957 | $11,721 |
| CRAIG GONSALVES | VP OF IT SOLUTIONS Highest-paid employee | 2 | $8,684 | $165,000 | $42,871 |
| SUSAN DUGAN | VP OF FINANCE (THRU 12/23) Highest-paid employee | 2 | $9,558 | $181,602 | $10,288 |
| JILLIAN METZ | VP OF EXTERNAL RELATIONS Highest-paid employee | 2 | $8,354 | $158,719 | $28,677 |
| SEAN K CHARTIER | ARCHITECT, DATA Highest-paid employee | 2 | $8,646 | $164,267 | $18,473 |
| ALEXANDER J MANGAN | CHIEF PRODUCT OFFICER Officer | 2 | $7,380 | $140,225 | $26,176 |
| SAMANTHA ESPINOSA | CHIEF HUMAN RESOURCES OFFICER Officer | 2 | $6,868 | $130,487 | $19,390 |
| RUTH ROSE | CHIEF CUST. EXP. OFFICER(THRU 09/24) Officer | 2 | $5,739 | $109,046 | $13,038 |
| JOHN F KIRTLEY | BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 54429, JACKSONVILLE, FL 32245-4429
- Principal officer (990 for 2024)
- GRETCHEN SCHOENHAAR, 4655 SALISBURY ROAD 400, JACKSONVILLE, FL 32256
- Signed the 990
- JOSEPH E PFOUNTZ, TREASURER AND CFO
- Phone
- (904) 352-2246
- Website
- WWW.STEPUPFORSTUDENTS.ORG
- Return prepared by
- RSM US LLP
Mission
STEP UP FOR STUDENTS-WEST VIRGINIA, INC. EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY.
Program accomplishments
- EFFECTIVE JULY 1, 2024, SUFS-WV IS NO LONGER UNDER CONTRACT WITH THE STATE OF WEST VIRGINIA'S STATE TREASURER'S OFFICE. SUFS-WV HAD A CONTRACT WITH THE STATE OF WEST VIRGINIA'S STATE TREASURER'S OFFICE TO ASSIST WITH THE ADMINISTRATION OF THE WEST VIRGINIA HOPE SCHOLARSHIP PROGRAM IN THE STATE OF WEST VIRGINIA. THE WEST VIRGINIA HOPE SCHOLARSHIP PROGRAM OFFERED QUALIFYING K-12 STUDENTS AN OPPORTUNITY TO BUILD AN INDIVIDUAL LEARNING EXPERIENCE. SUFS-WV WAS CONTRACTED TO PROVIDE SCHOLARSHIP ADMINISTRATIVE SERVICES TO INCLUDE PROCESSING APPLICATIONS FOR ELIGIBILITY AND BEING THE FIDUCIARY OF THE STUDENT'S SCHOLARSHIP FUNDS, WHICH WERE USED FOR QUALIFYING EDUCATIONAL EXPENSES.Expenses $313,240 · revenue $123,047
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-4413159
- 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
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $528,267
- Income (IRS master file)
- $147,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $147,236 | $855,357 | $528,267 | IRS |
| 990 | June 2024 | $2,057,462 | $1,615,584 | $6,110,749 | IRS |
| 990 | June 2022 | – | – | – | 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 87-4413159).
Questions about STEP UP FOR STUDENTS - WEST VIRGINIA INC
- What is the EIN of STEP UP FOR STUDENTS - WEST VIRGINIA INC?
- The employer identification number (EIN) of STEP UP FOR STUDENTS - WEST VIRGINIA INC is 87-4413159.
- Is STEP UP FOR STUDENTS - WEST VIRGINIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to STEP UP FOR STUDENTS - WEST VIRGINIA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEP UP FOR STUDENTS - WEST VIRGINIA 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 UP FOR STUDENTS - WEST VIRGINIA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEP UP FOR STUDENTS - WEST VIRGINIA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of STEP UP FOR STUDENTS - WEST VIRGINIA INC?
- The 990 for the year ended June 30, 2025 names GRETCHEN SCHOENHAAR.
- Who are the officers and directors of STEP UP FOR STUDENTS - WEST VIRGINIA INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 18 received compensation from the organization, the highest $17,765 (RUTH ROSE, CHIEF CST. EXP. OFFICER (THRU 09/24)).
- How much revenue does STEP UP FOR STUDENTS - WEST VIRGINIA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $147,236, expenses of $855,357 and total assets of $528,267 at year end.
Other nonprofits in JACKSONVILLE
- STEP UP FOR STUDENTS - FLORIDA INC EIN 59-3649371 · last filed 990 for 2025
- JACKSONVILLE UNIVERSITY EIN 59-0624412 · last filed 990 for 2025
- EARLY LEARNING COALITION OF DUVAL INC EIN 59-3688924 · last filed 990 for 2025
- BOLLES SCHOOL EIN 59-0637814 · last filed 990 for 2025
- RIVER CITY EDUCATION SERVICES EIN 20-5773949 · last filed 990 for 2025
- KIPP JACKSONVILLE INC EIN 26-4046741 · last filed 990 for 2025
- EDWARD WATERS UNIVERSITY INC EIN 59-1146751 · last filed 990 for 2025
- GLOBAL OUTREACH CHARTER ACADEMYS EIN 80-0297346 · last filed 990 for 2025