2026-08-13T14:17:03-05:00 2025-09-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-10-01 462857532 A STEP BEYOND ASTE 8587222067 340 N ESCONDIDO BLVD ESCONDIDO CA 92025 JAMES WRIGHT CEO/EXECUTIVE DIRECTOR 8587222067 2026-08-13 1 1 ASHLEY PEABODY P01385870 5055022746 2026-08-13 2024 2025-03-06 01:10:19Z JAMES WRIGHT 340 N ESCONDIDO BLVD ESCONDIDO CA 92025 1368277 0 X A-STEP-BEYOND.ORG X 2013 CA TO ASSIST LOW INCOME YOUTH FOR SUCCESS IN COLLEGE AND CAREER THROUGH A PROVEN 10-YEAR PROGRAM. 22 20 27 100 0 0 1370003 1170523 129666 37319 2900 683 -68830 37946 1433739 1246471 6551 1230 0 0 1061891 1060759 0 14484 333778 614400 489295 1682842 1565768 -249103 -319297 2500233 2126637 1048756 994457 1451477 1132180 TO PREPARE UNDERSERVED YOUTH FOR SUCCESS IN COLLEGE, CAREER, AND LIFE THROUGH DANCE EDUCATION, ACADEMIC SUPPORT, AND FAMILY SERVICES. 0 0 480404 37319 DANCE TRAINING IS AT THE CORE OF THE PROGRAM. RESEARCH HAS SHOWN THAT LEARNING DANCE IMPARTS AN ARRAY OF LIFE SKILLS: SELF-AWARENESS, CONCENTRATION, DISCIPLINE, RESPECT, GOAL SETTING WITH ACCOUNTABILITY, AND CREATIVE PROBLEM SOLVING, TO NAME A FEW. A STEP BEYOND (ASB) HAS A TOTAL OF 245 STUDENTS IN GRADES 3-12, AND WILL TAKE AN ADDITIONAL 45 STUDENTS EACH YEAR UNTIL IT REACHES A SITE CAPACITY OF APPROXIMATELY 350 STUDENTS. DANCE TRAINING IS CONDUCTED BY HIGHLY SKILLED PROFESSIONAL ON-STAFF DANCE INSTRUCTORS. EACH YEAR STUDENTS PERFORM IN A CONCERT ATTENDED BY PARENTS AND SUPPORTERS. THEY ALSO PERFORM IN NUMEROUS OTHER VENUES. 335295 ACADEMIC PROGRAMS INCLUDE TUTORING FOR EVERY STUDENT, ENRICHMENT EXERCISES, INTENSIVE LITERACY SUPPORT AND SUMMER CAMPS, AS WELL AS A ROBUST COLLEGE AND CAREER READINESS PROGRAM. STUDENTS HAVE ACCESS TO A LIBRARY, COMPUTERS, MAKERSPACE, AND A DAILY "HOMEWORK CAFE." STUDENTS RECEIVE WORLD OF WORK CAREER EDUCATION EXPERIENCES IN STEAM INDUSTRIES AND COLLEGE PREPARATION SERVICES INCLUDING FINANCIAL LITERACY AND WEEKLY COUNSELING TO SUPPORT ENTRY INTO HIGHER EDUCATION AND/OR OTHER CAREER PROGRAMS AFTER HIGH SCHOOL. 238406 1230 FAMILY SERVICE PROGRAMS SUPPORT MENTAL HEALTH AND WELLNESS, IN ADDITION TO TREATING CHILDREN IN CRISIS, ASSISTING FAMILIES IN CRISIS, CONDUCTING GROUP THERAPY FOR STUDENTS, AND PROVIDING PARENT TRAINING. PARTICIPANTS RECEIVE DAILY MENTORING FROM STAFF AND VOLUNTEERS, AND ENGAGE REGULARLY IN COUNSELING GROUPS THAT PROMOTE ESSENTIAL SKILLS TO MEET SOCIAL AND EMOTIONAL NEEDS, AS WELL AS BUILD A SENSE OF BELONGING. FAMILIES ALSO RECEIVE CRISIS INTERVENTION SUPPORT AS NEEDED. 1054105 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 20 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X X JONATHAN FIKSE 7606703250 340 N ESCONDIDO BLVD ESCONDIDO CA 92025 JAMES WRIGHT CEO/EXECUTIVE DIRECTOR 40.00 X X 155209 0 33523 JENNIFER OLIVER CHIEF ARTISTIC OFFICER/DIRECTOR 40.00 X 96209 0 14132 JOSE VILLARREAL CHAIRMAN / DIRECTOR 10.00 X X 0 0 0 VISHAL MEHTA VICE CHAIR/DIRECTOR 10.00 X X 0 0 0 JEFFRE SEGALL SECRETARY/DIRECTOR 10.00 X X 0 0 0 BONNIE PLATT SECRETARY (PART YEAR)/DIRECTOR 10.00 X X 0 0 0 JONATHAN FIKSE TREASURER/DIRECTOR 10.00 X X 0 0 0 CLAUDIA BRISENO DIRECTOR 1.00 X 0 0 0 JAY CULBERTSON DIRECTOR 1.00 X 0 0 0 LESLIE CULBERTSON DIRECTOR 1.00 X 0 0 0 FRANK FOSTER DIRECTOR 1.00 X 0 0 0 JANET FOSTER DIRECTOR 1.00 X 0 0 0 MICHELLE GINN DIRECTOR 1.00 X 0 0 0 STEVE GOSSELIN DIRECTOR 1.00 X 0 0 0 LIORA GUBKIN DIRECTOR 1.00 X 0 0 0 CHRISTINE PATNOE DIRECTOR 1.00 X 0 0 0 DAN PLATT DIRECTOR 1.00 X 0 0 0 ANNA PUNZALAN DIRECTOR 1.00 X 0 0 0 STAR RIVERA-LACEY DIRECTOR 1.00 X 0 0 0 SHEENA SALTALAMACCHIA DIRECTOR 1.00 X 0 0 0 JANEAN STRIPE DIRECTOR 1.00 X 0 0 0 VICKI ZEIGER DIRECTOR 1.00 X 0 0 0 CANDISE HOLMLUND DIRECTOR (PART YEAR) 1.00 X 0 0 0 JACQUELINE LOIAZA DIRECTOR (PART YEAR) 1.00 X 0 0 0 JENNIFER OSTERGREN DIRECTOR (PART YEAR) 1.00 X 0 0 0 DAVE SMITH DIRECTOR (PART YEAR) 1.00 X 0 0 0 251418 0 47655 1 0 1 0 0 226075 77500 866948 44704 1170523 DANCE CONCERT 711120 25725 25725 11594 11594 37319 683 683 46800 226075 121806 -75006 -75006 EMPLOYEE RETENTION CRE 900099 112952 112952 112952 1246471 37319 0 38629 1230 1230 342587 187015 65600 89972 2275 1138 796 341 584604 412774 14065 157765 22555 12382 1651 8522 32203 24589 7097 517 76535 53319 5276 17940 5070 3780 534 756 14943 14943 14484 14484 136365 118690 12452 5223 17004 8355 5535 3114 16666 10720 3758 2188 8285 4580 2304 1401 79607 71472 6565 1570 11422 10502 920 2459 3 1972 484 56820 36736 18076 2008 38499 18682 13409 6408 MATERIALS AND SUPPLIES 86910 65696 2660 18554 STAFF DEVELOPMENT 15245 12442 1192 1611 1565768 1054105 177885 333778 357261 318958 329450 83850 17640 63027 62690 1085998 389504 741198 696494 991657 964645 2500233 2126637 56917 29638 991839 964819 1048756 994457 X 1119662 1047301 331815 84879 1451477 1132180 2500233 2126637 -319297 0 X 1 X 0 1 0 X 1276313 1471183 1296247 1370003 1170523 6584269 1276313 1471183 1296247 1370003 1170523 6584269 943664 5640605 2825 2900 683 6408 1950 4834 112952 119736 6710413 206945 0.84060 0.89370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,950. 2022 AMOUNT: $ 4,834. ERC CREDIT - 2024 AMOUNT: $ 112,952. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 830340 197576 632764 59239 43739 15500 95654 68473 27181 100765 79716 21049 696494 OPERATING LEASES 964645 964645 OPERATING LEASE LIABILITY 964819 964819 5TH ANNUAL WINE TASTING BENEFIT 272875 226075 46800 1200 93353 27253 272875 226075 46800 1200 93353 27253 121806 -75006 SCHEDULE G, PART II, LINE 11- PART II, LINE 11 IS SHOWING THAT THE FUNDRAISING EVENT GENERATED A LOSS OF $75,006. IN ACCORDANCE WITH THE INSTRUCTIONS, THE PORTION OF GROSS RECEIPTS REPRESENTED BY CHARITABLE CONTRIBUTIONS IS EXCLUDED FROM THE NET INCOME SUMMARY REPORTED ON LINE 11. IF CONTRIBUTION REVENUE WERE INCLUDED, THE EVENT WOULD RESULT IN NET INCOME OF $151,069. X X X X 0 0 0 0 0 0 0 0 0 JAMES WRIGHT CEO/EXECUTIVE DIRECTOR 155209 0 0 0 0 0 7000 0 26523 0 188732 0 0 0 X 1 40452 COST X SILENT AUCTION ITEMS 5 4252 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 FRANK FOSTER & JANET FOSTER-FAMILY RELATIONSHIP JAY CULBERTSON & LESLIE CULBERTSON-FAMILY RELATIONSHIP DAN PLATT & BONNIE PLATT-FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER, REVIEWED IN DETAIL BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, AND REVIEWED AND APPROVED BY THE ORGANIZATION'S FINANCE COMMITTEE. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE ANNUALLY ASKED TO FILL OUT A CONFLICT OF INTEREST FORM WHICH ARE REVIEWED BY THE CEO/EXECUTIVE DIRECTOR. AN INDEPENDENT BOARD MEMBER REVIEWS THE CEO/EXECUTIVE DIRECTOR'S FORM. TRANSACTIONS ARE MONITORED BY LEADERSHIP. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A LINE 15A: THE INDEPENDENT BOARD IS RESPONSIBLE FOR ANNUALLY ESTABLISHING THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION. THE GOVERNANCE, NOMINATIONS, AND COMPENSATION COMMITTEE OF THE BOARD COMPILES A COMPENSATION ANALYSIS USING COMPARABILITY DATA FROM VARIOUS SOURCES AND PRESENTS THIS INFORMATION TO THE BOARD. THE INDEPENDENT BOARD THEN EXAMINES THE DATA AND VOTES TO APPROVE THE COMPENSATION OF THE CEO. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES, APPLICABLE PERSONNEL FILE, AND THE EXECUTIVE COMPENSATION POLICY. LINE 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS OR KEY EMPLOYEES. THEREFORE, THIS LINE WAS ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.