Nonprofit · EIN 86-1036448
ONE STEP BEYOND INC
Tax-exempt · PEORIA, AZ 85380
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,050,705 | $20,788,980 | $1,261,725 | $20,683,247 | $15,713,694 | $4,969,553 |
| June 30, 2024 | 990 | $18,603,479 | $18,654,770 | -$51,291 | $12,903,868 | $9,196,040 | $3,707,828 |
| June 30, 2023 | 990 | $17,451,560 | $17,629,959 | -$178,399 | $14,670,140 | $10,911,021 | $3,759,119 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,065,826
- of which government grants
- $142,074
- Program service revenue
- $18,603,703
- Investment income
- $261,539
- Net gain from sales of assets
- $233,933
- Net income from sales of inventory
- $81,225
- Other revenue
- $119,637
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $262,330
- Other salaries and wages
- $12,638,814
- Salaries, compensation and benefits (total)
- $14,486,513
- Professional fundraising fees
- $33,000
- Legal fees
- $3,693
- Accounting fees
- $12,650
- Occupancy
- $2,500,063
- Travel
- $1,777,630
- Depreciation
- $481,386
- Program services (functional)
- $17,086,698
- Management and general (functional)
- $3,462,924
- Fundraising (functional)
- $239,358
Balance sheet and other
- Total assets, start of year
- $12,903,868
- Total assets, end of year
- $20,683,247
- Total liabilities, end of year
- $15,713,694
- Net assets, end of year
- $4,969,553
- Land, buildings and equipment
- $3,014,686
- Net assets without donor restrictions
- $4,786,227
- Net assets with donor restrictions
- $183,326
- Gross receipts
- $22,276,175
- Employees
- 665
- Volunteers
- 20
- Year formed
- 2001
- State of legal domicile
- AZ
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 | Other / benefits |
|---|---|---|---|---|
| MADISON BLANTON | CEO Officer | 50 | $120,335 | $17,130 |
| JOSEPH ROGERS III | CFO (TO AUG. 2025) Officer | 50 | $120,413 | $4,452 |
| MIMI ROGERS - DIRECTOR | SECRETARY, CONSULTANT Trustee or director, Officer | 5 | $18,364 | $0 |
| MARY LOU MICHEAELS | DIRECTOR, CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHIL CUSSEN | DIRECTOR, TREASURER (TO FEB. 2025) Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS CURTISS | DIRECTOR (TO DEC. 2024) Trustee or director | 1 | $0 | $0 |
| EDWARD K MORAN III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD SCHWEITZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUGH KNOELL | DIRECTOR (TO FEB. 2025) Trustee or director | 1 | $0 | $0 |
| JAMES TONKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF PECK | DIRECTOR (TO DEC. 2024) Trustee or director | 1 | $0 | $0 |
| JENNIE S BADER | DIRECTOR (TO FEB. 2025) Trustee or director | 1 | $0 | $0 |
| JOSEPH ROGERS SR | DIRECTOR (TO DEC. 2024) Trustee or director | 1 | $0 | $0 |
| MARC FOSSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE HAYES | DIRECTOR (TO DEC. 2024) Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRAVIS MCGANN | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD SOBELMAN | DIRECTOR (FROM SEPT. 2024) Trustee or director | 1 | $0 |
| ANNA SEPIC | DIRECTOR (FROM FEB. 2025) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUZANNE ROMAINE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $127,078 | $5,823 |
| MADISON BLANTON | CEO Officer | 50 | $106,338 | $13,721 |
| JOSEPH ROGERS III | CFO Officer | 50 | $110,738 | $3,789 |
| MIMI ROGERS - DIRECTOR | SECRETARY, CONSULTANT Trustee or director, Officer | 5 | $18,364 | $0 |
| MARY LOU MICHEAELS | DIRECTOR, CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHIL CUSSEN | DIRECTOR, TREASURER BEG. APRIL '24 Trustee or director, Officer | 1 | $0 | $0 |
| KEN KONDO | DIRECTOR, TREASURER THRU APRIL '24 Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS CURTISS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL E FREDENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD K MORAN III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD SCHWEITZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRACE HUANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUGH KNOELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES TONKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF PECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIE S BADER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH ROGERS SR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY FOGERLIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC FOSSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE HAYES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRAVIS MCGANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MADISON BLANTON | CEO Officer | 50 | $122,084 | $23,403 |
| JOSEPH ROGERS III | CFO Officer | 50 | $118,816 | $16,227 |
| MIMI ROGERS - DIRECTOR | CONSULTANT, SECRETARY (BEG. IN 2023) Trustee or director | 5 | $18,364 | $0 |
| MARY LOU MICHEAELS | DIRECTOR, CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD SCHWEITZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERYL BENAVIDES | DIRECTOR, SECRETARY (THRU JAN 2023) Trustee or director, Officer | 1 | $0 | $0 |
| CHRSTINE BEARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS CURTISS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL E FREDENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD K MORAN III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRACE HUANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUGH KNOELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH ROGERS SR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF PECK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIE S BADER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY FOGERLIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN KONDO | DIRECTOR, TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARK FOSSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRAVIS MCGANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE HAYES | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1022, PEORIA, AZ 85380-1022
- In care of
- % JEFFREY CARL ERIK SWANSON
- Principal officer (990 for 2024)
- JEFFREY SWANSON, PO BOX 1022, PEORIA, AZ 853801022
- Signed the 990
- JEFFREY SWANSON, CHIEF EXECUTIVE OFFICER
- Phone
- (623) 215-2449
- Website
- WWW.OSBI.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL... (CONT'D ON SCH O)OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL RELATIONSHIPS AND FULL PARTICIPATION IN THE COMMUNITY.
Program accomplishments
- LIFE SKILLS DAY TRAINING AND RECREATIONAL PROGRAMS FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.Expenses $13,260,926 · revenue $14,502,616
- VOCATIONAL TRIANING AND EMPLOYMENT (INCLUDING IN THE CULINARY ARTS) FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.Expenses $2,474,107 · revenue $2,705,771
- AT-HOME CARE, HABILITATION, AND RESPITE SERVICES FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.Expenses $1,351,665 · revenue $1,478,228
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
- 86-1036448
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F33)
- Assets (IRS master file)
- $20,683,247
- Income (IRS master file)
- $22,276,175
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,050,705 | $20,788,980 | $20,683,247 | IRS |
| 990 | June 2024 | $18,603,479 | $18,654,770 | $12,903,868 | IRS |
| 990 | June 2023 | $17,451,560 | $17,629,959 | $14,670,140 | XML |
| 990 | June 2022 | $15,907,502 | $14,775,145 | $4,510,229 | IRS |
| 990 | June 2021 | $6,712,889 | $6,641,183 | $4,946,100 | IRS |
| 990 | December 2020 | – | – | – | 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 86-1036448).
Questions about ONE STEP BEYOND INC
- What is the EIN of ONE STEP BEYOND INC?
- The employer identification number (EIN) of ONE STEP BEYOND INC is 86-1036448.
- Is ONE STEP BEYOND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ONE STEP BEYOND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ONE STEP BEYOND 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 ONE STEP BEYOND 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 ONE STEP BEYOND 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 ONE STEP BEYOND INC?
- The 990 for the year ended June 30, 2025 names JEFFREY SWANSON.
- Who are the officers and directors of ONE STEP BEYOND INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 3 received compensation from the organization, the highest $120,335 (MADISON BLANTON, CEO).
- How much revenue does ONE STEP BEYOND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,050,705, expenses of $20,788,980 and total assets of $20,683,247 at year end.
Other nonprofits in PEORIA
- RECOVERY INNOVATIONS INC EIN 71-1018775 · last filed 990 for 2025
- DAWN CHILDHOOD FOUNDATION EIN 85-1927939 · last filed 990 for 2024
- RECOVERY INNOVATIONS OF ARIZONA INC EIN 86-0671446 · last filed 990 for 2025
- LIVING H2O COUNSELING EIN 83-3716862 · last filed 990-EZ for 2024
- AGUA FRIA INTERGROUP INC EIN 86-0511968 · last filed 990-EZ for 2025
- PRISM CONNECTION EIN 99-5112307 · last filed 990-EZ for 2025
- TRIBE AZ EIN 85-0969567 · last filed 990-N for 2025
- PUSHING PAST PMDD EIN 86-1554082 · last filed 990-PF for 2024
All nonprofits in PEORIA · Arizona · Mental health and crisis intervention