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Nonprofit · EIN 88-2408724

NEXT STEP TO SUCCESS

Tax-exempt · NORFOLK, VA 23502

Financials

$4.3M$1.3M2023$6.7M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of NEXT STEP TO SUCCESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,685,736$1,612,161$5,073,575$10,707,535$320,254$10,387,281
June 30, 2024990$4,313,284$1,314,882$2,998,402$3,665,405$450,264$3,215,141
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,591,834
Program service revenue
$0
Investment income
$93,902
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$598,702
Salaries, compensation and benefits (total)
$783,895
Professional fundraising fees
$0
Legal fees
$10,984
Accounting fees
$22,795
Occupancy
$109,111
Travel
$35,760
Depreciation
$67,649
Program services (functional)
$1,339,958
Management and general (functional)
$272,203

Balance sheet and other

Total assets, start of year
$3,665,405
Total assets, end of year
$10,707,535
Total liabilities, end of year
$320,254
Net assets, end of year
$10,387,281
Land, buildings and equipment
$242,025
Net assets without donor restrictions
$3,631,480
Net assets with donor restrictions
$6,755,801
Gross receipts
$6,685,736
Employees
18
Volunteers
45
Year formed
2022
State of legal domicile
VA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Robert McCartneyChief Executive Officer
Officer
5$0$368,354$22,421
Charles V McPhillipsPresident
Trustee or director, Officer
10$0$15,000$0
Donald F PriceVice President
Trustee or director, Officer
1$0$15,000$0
Kevin SweeneySecretary
Trustee or director, Officer
1$0$15,000$0
WA PrinceTreasurer
Trustee or director, Officer
1$0$15,000$0
Michael K KernerDirector through 4/30/25
Trustee or director
1$0$12,500$0
Cynthia S Kelly MDDirector as of 5/1/25
Trustee or director
1$0$2,500$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT MCCARTNEYCHIEF EXECUTIVE OFFICER
Officer
12$0$291,071$25,561
CHARLES V MCPHILLIPSPRESIDENT
Trustee or director, Officer
14$0$15,000$0
DONALD F PRICEVICE PRESIDENT
Trustee or director, Officer
0.75$0$15,000$0
WA PRINCETREASURER
Trustee or director, Officer
0.5$0$15,000$0
MICHAEL K KERNERDIRECTOR
Trustee or director
0.5$0$15,000$0
KEVIN SWEENEYSECRETARY
Trustee or director, Officer
0.75$0$15,000$0

Address and contacts

Address (IRS master file)
443 KEMPSVILLE RD, NORFOLK, VA 23502-4727
In care of
% JAMES BARRY-ROBINSON INSTITUTE
Principal officer (990 for 2024)
James P Harris, 3401 Tidewater Drive, Norfolk, VA 23509
Signed the 990
James P Harris, Executive director
Phone
(757) 404-1818
Return prepared by
Eide Bailly LLP

Mission

To help youth in Norfolk build the independent, resilient character they will need to earn success and enjoy happy, fulfilling lives as adults.

990 for the year ended June 30, 2025

Program accomplishments

  • For far too long, Norfolk has been marked by concentrations of chronic, intergenerational poverty and dependency, with a poverty rate almost twice the state average and over 25% of our children growing up in poverty. Everyone always says that "they" should do something about this (whoever "they" are). Well, we decided that we and our community partners are "they". Next Step to Success is a free after-school and summer experiential learning program that empowers teenagers from low-income households in Norfolk to build the independent, resilient character they will need to earn success and enjoy happy, fulfilling lives as adults. By inspiring our youth to adhere to the data-validated "Success Sequence," our ultimate objective is to cut the poverty rate in our city by one-half within a generation. We will accomplish this by honing the character strengths, life skills, success strategies, and high self-expectations that will enable our youth to reach escape velocity from their economically disadvantaged backgrounds. These "Success Stories" (as we call our youth) will then become the "influencers" of their peers within the communities where poverty is most concentrated, gradually but steadily changing the educational outcomes, social norms, career expectations and living environment that have kept too many young folks in our city from reaching their full potential.
    Expenses $1,339,958

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
88-2408724
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2023
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$10,707,535
Income (IRS master file)
$6,685,736

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,685,736$1,612,161$10,707,535IRS
990June 2024$4,313,284$1,314,882$3,665,405IRS
990June 2023$1,589,640$1,372,901$342,142IRS

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 88-2408724).

Questions about NEXT STEP TO SUCCESS

What is the EIN of NEXT STEP TO SUCCESS?
The employer identification number (EIN) of NEXT STEP TO SUCCESS is 88-2408724.
Is NEXT STEP TO SUCCESS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to NEXT STEP TO SUCCESS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NEXT STEP TO SUCCESS 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 NEXT STEP TO SUCCESS 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 NEXT STEP TO SUCCESS 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 NEXT STEP TO SUCCESS?
The 990 for the year ended June 30, 2025 names James P Harris.
Who are the officers and directors of NEXT STEP TO SUCCESS?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does NEXT STEP TO SUCCESS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,685,736, expenses of $1,612,161 and total assets of $10,707,535 at year end.

Other nonprofits in NORFOLK

All nonprofits in NORFOLK · Virginia · Education