Nonprofit · EIN 46-2857532
A STEP BEYOND
Tax-exempt · ESCONDIDO, CA 92025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,246,471 | $1,565,768 | -$319,297 | $2,126,637 | $994,457 | $1,132,180 |
| September 30, 2024 | 990 | $1,433,739 | $1,682,842 | -$249,103 | $2,536,373 | $1,048,756 | $1,487,617 |
| September 30, 2023 | 990 | $1,305,881 | $1,587,394 | -$281,513 | $2,807,246 | $1,070,526 | $1,736,720 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,170,523
- of which government grants
- $77,500
- Program service revenue
- $37,319
- Investment income
- $683
- Net income from fundraising events
- -$75,006
- Other revenue
- $37,946
Expenses
- Grants and similar amounts paid
- $1,230
- Compensation of officers, directors and key employees
- $342,587
- Other salaries and wages
- $584,604
- Salaries, compensation and benefits (total)
- $1,060,759
- Professional fundraising fees
- $14,484
- Legal fees
- $5,070
- Accounting fees
- $14,943
- Occupancy
- $79,607
- Travel
- $11,422
- Depreciation
- $56,820
- Program services (functional)
- $1,054,105
- Management and general (functional)
- $177,885
- Fundraising (functional)
- $333,778
Balance sheet and other
- Total assets, start of year
- $2,500,233
- Total assets, end of year
- $2,126,637
- Total liabilities, end of year
- $994,457
- Net assets, end of year
- $1,132,180
- Land, buildings and equipment
- $696,494
- Net assets without donor restrictions
- $1,047,301
- Net assets with donor restrictions
- $84,879
- Gross receipts
- $1,368,277
- Employees
- 27
- Volunteers
- 100
- Year formed
- 2013
- State of legal domicile
- CA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES WRIGHT | CEO/EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $155,209 | $33,523 |
| JENNIFER OLIVER | CHIEF ARTISTIC OFFICER/DIRECTOR Trustee or director | 40 | $96,209 | $14,132 |
| JOSE VILLARREAL | CHAIRMAN / DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| VISHAL MEHTA | VICE CHAIR/DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| JEFFRE SEGALL | SECRETARY/DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| BONNIE PLATT | SECRETARY (PART YEAR)/DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| JONATHAN FIKSE | TREASURER/DIRECTOR Trustee or director, Officer | 10 | $0 | $0 |
| CLAUDIA BRISENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY CULBERTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE CULBERTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK FOSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET FOSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE GINN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE GOSSELIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LIORA GUBKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINE PATNOE | DIRECTOR Trustee or director | 1 | $0 |
| DAN PLATT | DIRECTOR Trustee or director | 1 | $0 |
| ANNA PUNZALAN | DIRECTOR Trustee or director | 1 | $0 |
| STAR RIVERA-LACEY | DIRECTOR Trustee or director | 1 | $0 |
| SHEENA SALTALAMACCHIA | DIRECTOR Trustee or director | 1 | $0 |
| JANEAN STRIPE | DIRECTOR Trustee or director | 1 | $0 |
| VICKI ZEIGER | DIRECTOR Trustee or director | 1 | $0 |
| CANDISE HOLMLUND | DIRECTOR (PART YEAR) Trustee or director | 1 | $0 |
| JACQUELINE LOIAZA | DIRECTOR (PART YEAR) Trustee or director | 1 | $0 |
| JENNIFER OSTERGREN | DIRECTOR (PART YEAR) Trustee or director | 1 | $0 |
| DAVE SMITH | DIRECTOR (PART YEAR) Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Wright | CEO/Executive Director Trustee or director, Officer | 40 | $135,550 | $27,552 |
| Jennifer Oliver | Artistic Director/Director Trustee or director | 40 | $89,741 | $9,928 |
| Bonnie Platt | Secretary/Director Trustee or director, Officer | 1 | $0 | $0 |
| Dan Platt | Vice Chair / Director (part year) Trustee or director, Officer | 10 | $0 | $0 |
| Jonathan Fikse | Treasurer/Director Trustee or director, Officer | 1 | $0 | $0 |
| Jose Villarreal | Chairman / Director Trustee or director, Officer | 10 | $0 | $0 |
| Leslie Culbertson | Chairman / Director (part year) Trustee or director, Officer | 10 | $0 | $0 |
| Vishal Mehta | Vice Chair/Director Trustee or director, Officer | 10 | $0 | $0 |
| Anna Punzalan | Director Trustee or director | 1 | $0 | $0 |
| Brian Bedford | Director (part year) Trustee or director | 1 | $0 | $0 |
| Candise Holmlund | Director Trustee or director | 1 | $0 | $0 |
| Claudia Briseno | Director Trustee or director | 1 | $0 | $0 |
| Dave Smith | Director Trustee or director | 1 | $0 | $0 |
| Frank Foster | Director Trustee or director | 1 | $0 | $0 |
| Jacqueline Loiaza | Director Trustee or director | 1 | $0 | $0 |
| Janean Stripe | Director Trustee or director | 1 | $0 | $0 |
| Janet Foster | Director Trustee or director | 1 | $0 | $0 |
| Jay Culbertson | Director Trustee or director | 1 | $0 | $0 |
| Jeffre Segall | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Ostergren | Director (part year) Trustee or director | 1 | $0 | $0 |
| Kimberly Mayes-Bedford | Director (part year) Trustee or director | 1 | $0 | $0 |
| Star Rivera-Lacey | Director Trustee or director | 1 | $0 | $0 |
| Steve Gosselin | Director Trustee or director | 1 | $0 | $0 |
| Vicki Zeiger | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Wright | CEO/Executive Director Trustee or director, Officer | 40 | $119,511 | $29,205 |
| Jennifer Oliver | Artistic Director/Director Trustee or director | 40 | $82,312 | $12,683 |
| Bonnie Platt | Secretary/Director Trustee or director, Officer | 1 | $0 | $0 |
| Dan Platt | Vice Chair / Director Trustee or director, Officer | 10 | $0 | $0 |
| Jonathan Fikse | Treasurer/Director Trustee or director, Officer | 1 | $0 | $0 |
| Leslie Culbertson | Chairman / Director Trustee or director, Officer | 10 | $0 | $0 |
| Anna Punzalan | Director Trustee or director | 1 | $0 | $0 |
| Brian Bedford | Director Trustee or director | 1 | $0 | $0 |
| Candise Holmlund | Director Trustee or director | 1 | $0 | $0 |
| Claudia Briseno | Director Trustee or director | 1 | $0 | $0 |
| Dave Smith | Director Trustee or director | 1 | $0 | $0 |
| Frank Foster | Director Trustee or director | 1 | $0 | $0 |
| Jacqueline Loiaza | Director Trustee or director | 1 | $0 | $0 |
| Janean Stripe | Director Trustee or director | 1 | $0 | $0 |
| Janet Foster | Director Trustee or director | 1 | $0 | $0 |
| Jay Culbertson | Director Trustee or director | 1 | $0 | $0 |
| Jeffre Segall | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Ostergren | Director Trustee or director | 1 | $0 | $0 |
| Jose Villarreal | Director Trustee or director | 1 | $0 | $0 |
| Kimberly Mayes-Bedford | Director Trustee or director | 1 | $0 | $0 |
| Star Rivera-Lacey | Director Trustee or director | 1 | $0 | $0 |
| Steve Gosselin | Director Trustee or director | 1 | $0 | $0 |
| Vicki Zeiger | Director Trustee or director | 1 | $0 | $0 |
| Vishal Mehta | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 340 N ESCONDIDO BLVD, ESCONDIDO, CA 92025-2600
- In care of
- % FRANK FOSTER
- Principal officer (990 for 2024)
- JAMES WRIGHT, 340 N ESCONDIDO BLVD, ESCONDIDO, CA 92025
- Signed the 990
- JAMES WRIGHT, CEO/EXECUTIVE DIRECTOR
- Phone
- (858) 722-2067
- Website
- A-STEP-BEYOND.ORG
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 46-2857532 or by the name A STEP BEYOND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PREPARE UNDERSERVED YOUTH FOR SUCCESS IN COLLEGE, CAREER, AND LIFE THROUGH DANCE EDUCATION, ACADEMIC SUPPORT, AND FAMILY SERVICES.
Program accomplishments
- 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.Expenses $480,404 · revenue $37,319
- 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.Expenses $335,295
- 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.Expenses $238,406 · grants $1,230
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 46-2857532
- 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
- 2013
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A62)
- Assets (IRS master file)
- $2,126,637
- Income (IRS master file)
- $1,368,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,246,471 | $1,565,768 | $2,126,637 | XML |
| 990 | September 2024 | $1,433,739 | $1,682,842 | $2,536,373 | XML |
| 990 | September 2023 | $1,305,881 | $1,587,394 | $2,807,246 | XML |
| 990 | September 2022 | $1,426,568 | $1,333,920 | $2,065,690 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 46-2857532).
Questions about A STEP BEYOND
- What is the EIN of A STEP BEYOND?
- The employer identification number (EIN) of A STEP BEYOND is 46-2857532.
- Is A STEP BEYOND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to A STEP BEYOND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does A STEP BEYOND 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 A STEP BEYOND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did A STEP BEYOND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of A STEP BEYOND?
- The 990 for the year ended September 30, 2025 names JAMES WRIGHT.
- Who are the officers and directors of A STEP BEYOND?
- The 990 for the year ended September 30, 2025 lists 26 people; 2 received compensation from the organization, the highest $155,209 (JAMES WRIGHT, CEO/EXECUTIVE DIRECTOR).
- How much revenue does A STEP BEYOND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,246,471, expenses of $1,565,768 and total assets of $2,126,637 at year end.
Other nonprofits in ESCONDIDO
- CALIFORNIA CENTER FOR THE ARTS ESCONDIDO FOUNDATION EIN 33-0646517 · last filed 990 for 2025
- MOSAIC THEATRICALS INC EIN 93-2495768 · last filed 990 for 2024
- SAN DIEGO CHILDRENS DISCOVERY MUSEUM EIN 33-0912735 · last filed 990 for 2025
- RESTORATION COMMUNITY ARTS EIN 84-3067984 · last filed 990 for 2025
- SAN DIEGO ARCHAEOLOGICAL CENTER EIN 33-0574573 · last filed 990 for 2025
- CENTER STAGE THEATRICAL PRODUCTIONS EIN 77-0640440 · last filed 990 for 2024
- ECOVIVARIUM EIN 27-0492101 · last filed 990 for 2024
- STAR REPERTORY THEATRE EIN 46-0535695 · last filed 990 for 2024
All nonprofits in ESCONDIDO · California · Arts, culture and humanities