Nonprofit · EIN 47-2584174
NEXT STEP STRATEGIES INC
Tax-exempt · CLACKAMAS, OR 97015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $9,714,230 | $9,616,575 | $97,655 | $905,785 | $0 | $905,785 |
| December 31, 2024 | 990 (amended) | $9,188,910 | $9,074,910 | $114,000 | $495,048 | $0 | $495,048 |
| December 31, 2023 | 990 | $9,550,979 | $9,112,868 | $438,111 | $576,129 | $0 | $576,129 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,714,230
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $105,000
- Compensation of officers, directors and key employees
- $364,424
- Other salaries and wages
- $6,928,893
- Salaries, compensation and benefits (total)
- $8,279,079
- Professional fundraising fees
- $0
- Accounting fees
- $28,134
- Occupancy
- $68,486
- Travel
- $54,657
- Program services (functional)
- $9,616,575
Balance sheet and other
- Total assets, start of year
- $972,514
- Total assets, end of year
- $905,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $905,785
- Land, buildings and equipment
- $477,466
- Net assets without donor restrictions
- $905,785
- Gross receipts
- $9,714,230
- Employees
- 215
- Volunteers
- 6
- Year formed
- 2015
- State of legal domicile
- OR
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ann M Wilkinson PhD | President Director Officer, Highest-paid employee | 40 | $95,000 | $65,000 |
| Jessie Robert | Assitant director treasurer Officer, Key employee | 20 | $79,635 | $26,500 |
| Patrice Lester | Vice President Compliance officer Officer, Key employee | 30 | $61,750 | $0 |
| Nick Lewis | Secretary Assistant Director Officer, Key employee | 20 | $6,000 | $30,539 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann M Wilkinson PhD | President Director Highest-paid employee | 40 | $0 |
| Miranda Warren | Secretary Assistant Director Key employee | 20 | $0 |
| Patrice Lester | Vice President Compliance officer Key employee | 30 | $0 |
| Jessie Robert | Assitant director treasurer Key employee | 20 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann M Wilkinson PhD | President Director Highest-paid employee | 40 | $0 |
| Alaina Irias | Secretary Assistant Director Key employee | 20 | $0 |
| Patrice Lester | Vice President Compliance officer Key employee | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 8909 SE TOLBERT ST UNIT A1, CLACKAMAS, OR 97015-9715
- In care of
- % ANN WILKINSON
- Principal officer (990 for 2025)
- Ann Wilkinson, 8909 SE TOLBERT ST, CLACKAMAS, OR 970159713
- Signed the 990
- Ann M Wilkinson, President
- Phone
- (503) 347-6192
Mission
To assist adults who experience a disability to live at their highest level of independence.healthy
Program accomplishments
- Next Step Strategies offers attendant and relief care services to individuals with disabilities.Expenses $9,274,432 · grants $15 · revenue $9,337,671
- Next Step Strategies staff travel to provide consultation to other communities across the United States upon request if looking to replicate the WeBUILT community for adults who experience a disability.Expenses $342,143 · grants $218,064
- Provide staffing operations for the WeBUILT Clackamas communityrevenue $1,736,500
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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-2584174
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L99)
- Assets (IRS master file)
- $905,785
- Income (IRS master file)
- $9,714,230
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $9,714,230 | $9,616,575 | $905,785 | IRS |
| 990 | December 2024 | $9,188,910 | $9,074,910 | $495,048 | XML |
| 990 | December 2023 | $9,550,979 | $9,112,868 | $576,129 | XML |
| 990 | December 2022 | $5,753,491 | $5,722,383 | $138,230 | IRS |
| 990 | December 2021 | – | – | – | 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 47-2584174).
Questions about NEXT STEP STRATEGIES INC
- What is the EIN of NEXT STEP STRATEGIES INC?
- The employer identification number (EIN) of NEXT STEP STRATEGIES INC is 47-2584174.
- Is NEXT STEP STRATEGIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to NEXT STEP STRATEGIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEXT STEP STRATEGIES 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 NEXT STEP STRATEGIES 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 NEXT STEP STRATEGIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NEXT STEP STRATEGIES INC?
- The 990 for the year ended December 31, 2025 names Ann Wilkinson.
- Who are the officers and directors of NEXT STEP STRATEGIES INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $95,000 (Ann M Wilkinson PhD, President Director).
- How much revenue does NEXT STEP STRATEGIES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $9,714,230, expenses of $9,616,575 and total assets of $905,785 at year end.
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