2020-11-13T11:54:53-06:00 2019-12-31 592142260 CHRISTOPHER SMITH LEONARD ET AL 1001 3RD AVE W SUITE 700 BRADENTON FL 34205 990 2019-01-01 596208766 STEP UP SUNCOAST INC STEP 9418272887 6428 PARKLAND DRIVE SARASOTA FL 34243 BARBARA J PATTEN PRESIDENT/CEO 9418272887 2020-11-13 1 RANDY C DILLINGHAM P00280769 9417481040 64.90.13.82 2020-11-13 11:54:48 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B4C9F4289DD5652F34E35D4B4DEDBEDBE0C203E6 2019 2021-01-29 14:40:06Z BARBARA J PATTEN 6428 PARKLAND DRIVE SARASOTA FL 34243 15524387 0 X HTTP://STEPUPSUNCOAST.ORG/ X 1968 FL THE ORGANIZATION'S MISSION IS TO HELP PEOPLE BY CHANGING LIVES IN OUR COMMUNITY THROUGH EDUCATION, PARTNERSHIPS AND DELIVERY OF QUALITY SERVICES IN MANATEE, HARDEE, DESOTO, SARASOTA, AND OTHER FLORIDA COUNTIES. 14 14 289 314 0 0 13534886 15047770 429008 440774 -76452 -15199 26505 27972 13913947 15501317 1113461 1270971 0 0 9456588 10517208 0 0 131966 3198582 3626672 13768631 15414851 145316 86466 3200570 3094003 1487209 1294176 1713361 1799827 X THE ORGANIZATION'S MISSION IS TO HELP PEOPLE BY CHANGING LIVES IN OUR COMMUNITY THROUGH EDUCATION, PARTNERSHIPS AND DELIVERY OF QUALITY SERVICES IN MANATEE, HARDEE, DESOTO, SARASOTA, AND OTHER FLORIDA COUNTIES AS DETERMINED BY THE BOARD OF DIRECTORS AND THE DEPARTMENT OF COMMUNITY AFFAIRS. THE AGENCY'S ACTIVITIES INCLUDE COMBATING POVERTY THROUGH COMMUNITY ACTION PROGRAMS AND RESEARCH PROJECTS BY MAKING EVERY EFFORT TO MOBILIZE THE HUMAN AND FINANCIAL RESOURCES OF THE COMMUNITY, RALLYING LOCAL RESOURCES INTO COMMUNITY ACTION PROGRAMS FOR THE BENEFIT OF ALL PERSONS IRRESPECTIVE OF AGE, RACE, COLOR, OR CREED AND FACILITATING THESE GENERAL PURPOSES THROUGH COMBINED REPRESENTATION OF FEDERAL, STATE, AND LOCAL GOVERNMENTAL AND COMMUNITY AGENCIES. 0 0 7610877 69 440774 EARLY CHILDHOOD EDUCATION, VOLUNTARY PRE-KINDERGARTEN AND HEADSTART EDUCATIONAL PROGRAMS FOR OVER 1,135 PARTICIPANTS. THE PROGRAMS RECEIVED OVER $1,178,176 IN DONATED SERVICES, MATERIALS, AND USE OF FACILITIES. 3108377 94143 PARENTS AS TEACHERS - TRAINING, HOME VISIT PARENTING SERVICES, AND FAMILY SUPPORT AND REFERRAL SERVICES PROVIDE FOR DEVELOPMENTAL MONITORING, PARENT TRAINING, CHILD SCREENING, INTERVENTION THERAPY, AND EDUCATIONAL PROGRAMS FOR OVER 1,910 PARTICIPANTS THROUGH VARIOUS RESOURCE CONNECTION FOR FAMILIES PROGRAMS. THE PARENTS AS TEACHERS ("PAT")MODEL IS DESIGNED TO PROVIDE SUPPORT FOR FAMILIES BY MAKING PERSONAL VISITS TO THE HOME, CONDUCTING GROUP EVENTS, PROVIDING SCREENINGS, AND A RESOURCE NETWORK TO FAMILIES. THROUGH THE INTEGRATED SERVICE, THE PAT MODEL GOAL IS TO INCREASE PARENTAL KNOWLEDGE OF CHILD AND FAMILY DEVELOPMENT, INCREASE SCHOOL READINESS, AND PROVIDE EARLY DETECTION AND INTERVENTION FOR POSSIBLE DEVELOPMENTAL DELAYS. 1846736 1176759 CLIENT ASSISTANCE SERVICES PROVIDE RENTAL AND UTILITIES ASSISTANCE, ENERGY ASSISTANCE, FAMILY EMERGENCY ASSISTANCE, AND COMMUNITY FOUNDATION SERVICES TO OVER 3,018 PARTICIPANTS THROUGH THE LIHEAP, FEMA, SEASON OF SHARING,FAMILY SELF-SUFFICIENCY, MICRO-ENTERPRISE, AND COMMUNITY BLOCK GRANT PROGRAMS. 337141 HOUSING ASSISTANCE PROVIDES RENTAL DEPOSIT AND MORTGAGE ASSISTANCE, ELEMENT INTRUSION SERVICES AND HOUSING COUNSELING ASSISTANCE TO OVER 269 PARTICIPANTS THROUGH THE EMERGENCY HOUSING, WEATHERIZATION AND HUD PROGRAMS. 548092 FOOD SERVICES PROVIDE FOOD VOUCHERS AND LUNCHES TO OVER 1,047 PARTICIPANTS THROUGH THE FOOD DISTRIBUTION AND USDA PROGRAMS. 885233 13451223 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 205 0 1 289 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X AMY Y TITTLE 9418272887 6428 PARKLAND DRIVE SARASOTA FL 34243 LAURI BENSON DIRECTOR 1.00 X 0 0 0 SHEROD HALLIBURTON TREASURER 1.00 X X 0 0 0 JACQUELINE RIVERA DIRECTOR 1.00 X 0 0 0 ESTHER BRAGG DIRECTOR 1.00 X 0 0 0 JENNIFER KOSELAK DIRECTOR 1.00 X 0 0 0 CHARLIE KENNEDY CHAIR 1.00 X X 0 0 0 JESUS NINO DIRECTOR 1.00 X 0 0 0 LELAND TAYLOR DIRECTOR 1.00 X 0 0 0 ROBIN THOMPSON VICE CHAIR 1.50 X X 0 0 0 PRISCILLA VILLANUEVA DIRECTOR 1.00 X 0 0 0 TYQUILLA REED-LEE DIRECTOR 1.00 X 0 0 0 KEENAN WOOTEN DIRECTOR 1.00 X 0 0 0 BARBARA HARVEY DIRECTOR 1.00 X 0 0 0 AMY Y TITTLE CFO 50.00 X 144754 0 30992 BARBARA J PATTEN PRESIDENT/CEO 40.00 X 152778 0 45937 KATHY A PATREKA EARLY LEARNING DIR 40.00 X 108961 0 18449 MARY E HUGHES DIR. OF HUMAN RESOURCES 40.00 X 108105 0 23014 COLIN J BOYLE DIR. OF IT 40.00 X 104931 0 18668 619529 0 137060 5 0 1 0 KINGDOM COOLING AND HEATING PO BOX 542 SEFFNER FL 33583 WEATHERIZATION 218403 1 63000 8185 14914481 62104 15047770 VPK HEADSTART 624100 440774 440774 440774 154 154 2200 17553 -15353 -15353 -15353 26317 8185 5517 20800 20800 MISCELLANEOUS 624100 7172 7172 7172 15501317 440774 0 12773 X 1270971 1270971 374461 374461 8002494 7255678 677334 69482 533325 509256 21514 2555 967309 879183 83716 4410 639619 581347 55356 2916 5050 4808 240 2 62683 59708 2975 78628 77094 1523 11 115742 83712 22816 9214 846768 630458 213187 3123 169794 153325 15105 1364 197342 197342 168399 137517 30679 203 PROGRAM SUPPLIES 683187 683187 REPAIR & MAINTENANCE 312526 295037 16052 1437 FOOD/ NON-FOOD 301350 301350 CONTRACTUAL 269056 246163 19925 2968 416147 282429 99437 34281 15414851 13451223 1831662 131966 133758 445603 1314251 724255 90417 123092 3150861 1405919 1605452 1744942 56692 56111 3200570 3094003 634494 756468 336482 72953 516233 464755 1487209 1294176 X 1658122 1712792 55239 87035 1713361 1799827 3200570 3094003 86466 0 X X 0 1 X 1 1 1 X 9315451 10123551 11858571 13479647 14976586 59753806 9315451 10123551 11858571 13479647 14976586 59753806 59753806 1038 1000 -9069 -76452 -15199 -98682 611542 651638 421640 455506 447946 2588272 62243396 0.96000 0.95270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 21,491. 2016 AMOUNT: $ 49,800. 2017 AMOUNT: $ 14,772. 2018 AMOUNT: $ 26,498. 2019 AMOUNT: $ 7,172. GROSS RECEIPTS FROM RELATED ACTIVITIES - 2015 AMOUNT: $ 590,051. 2016 AMOUNT: $ 601,838. 2017 AMOUNT: $ 406,868. 2018 AMOUNT: $ 429,008. 2019 AMOUNT: $ 440,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122851 122851 1611878 771951 839927 985024 290826 694198 424258 340288 83970 6850 2854 3996 1744942 X 16722806 1215972 1215972 15506834 -5517 -5517 15501317 16636340 1215972 5517 1221489 15414851 0 15414851 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED GUIDANCE ISSUED PURSUANT TO FASB ASC 740 ON ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POTENTIAL LOSS OF ITS TAX EXEMPT STATUS. THE ORGANIZATION HAS NO ONGOING FEDERAL, STATE OR LOCAL TAX AUDITS; HOWEVER, THE ORGANIZATIONS TAX RETURNS FOR THE THREE PREVIOUS YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -5,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 5,517. STEP UP TO THE PLATE 22940 0 22940 2442 FIVE COURSE TASTING EVENT 11562 8185 3377 3075 34502 8185 26317 5517 5517 20800 1 TRAINING AND FAMILY SUPPORT 1910 94143 EARLY CHILDHOOD EDUCATION 1135 69 CLIENT ASSISTANCE 3018 1176759 PART I, LINE 2: IT IS THE POLICY OF THE ORGANIZATION TO MONITOR ITS FINANCIAL PERFORMANCE BY COMPARING AND ANALYZING ACTUAL RESULTS WITH BUDGETED RESULTS. ON A MONTHLY BASIS, FINANCIAL REPORTS COMPARING ACTUAL YEAR-TO-DATE REVENUES AND EXPENSES WITH BUDGETED YEAR-TO-DATE AMOUNTS SHALL BE PRODUCED BY THE FISCAL DEPARTMENT AND DISTRIBUTED TO EACH EMPLOYEE WITH BUDGETARY RESPONSIBILITIES. ON A MONTHLY BASIS THE BOARD OF DIRECTORS REVIEWS AND APPROVES FINANCIAL REPORTS. IN ADDITION, DEPARTMENT DIRECTORS SHALL SUBMIT MONTHLY PERFORMANCE (NON-FINANCIAL) REPORTS TO THE PRESIDENT/CEO, THE CFO AND BOARD OF DIRECTORS. X X X 0 0 0 0 0 0 0 0 0 AMY Y TITTLE CFO 143554 0 1200 0 0 0 12628 0 18364 0 175746 0 0 0 BARBARA J PATTEN PRESIDENT/CEO 150034 0 1200 0 1544 0 14350 0 31587 0 198715 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS PROCESSED AND REVIEWED IN THE ACCOUNTING DEPARTMENT WITH THE AGENCY'S FISCAL OFFICER PROVIDING FINAL APPROVAL OF THE FORM BEFORE SUBMISSION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL MEMBERS OF THE BOARD OF DIRECTORS, PRESIDENT/CEO, SENIOR MANAGEMENT AND EMPLOYEES SHALL INFORM, IN WRITING, THE PRESIDENT/CEO AND CHAIR OF THE BOARD, ALL REPORTABLE CONFLICTS. PRIOR TO PREPARATION OF DISCLOSURE CHECKLISTS, THE FISCAL DEPARTMENT SHALL DISTRIBUTE A LIST OF VENDORS WITH WHOM BUSINESS HAS BEEN TRANSACTED ANY TIME DURING THE YEAR, ALONG WITH A COPY OF THE DISCLOSURE STATEMENT. THE PRESIDENT/CEO SHALL REVIEW ALL FORMS COMPLETED BY EMPLOYEES AND THE BOARD OF DIRECTORS SHALL REVIEW ALL FORMS COMPLETED BY DIRECTORS AND THE PRESIDENT/CEO AND DETERMINE IF THERE ARE ANY CONFLICTS AND THE APPROPRIATE RESOLUTION TO THOSE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN OUTSIDE, INDEPENDENT AGENCY PERFORM A COMPREHENSIVE SALARY ANALYSIS TO DETERMINE COMPARABILITY IN PAY SCALES OF THE ENTIRE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY,AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE AGENCY'S OFFICE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 77,094. MANAGEMENT AND GENERAL EXPENSES 1,523. FUNDRAISING EXPENSES 11. TOTAL EXPENSES 78,628. FORM 990, PART IX, LINE 24E TUITION, SEMINARS, DEVELOPMENT: PROGRAM SERVICE EXPENSES 146,918. MANAGEMENT AND GENERAL EXPENSES 10,486. FUNDRAISING EXPENSES 3,940. TOTAL EXPENSES 161,344. OTHER: PROGRAM SERVICE EXPENSES 50,553. MANAGEMENT AND GENERAL EXPENSES 26,152. FUNDRAISING EXPENSES 6,818. TOTAL EXPENSES 83,523. SUPPLIES: PROGRAM SERVICE EXPENSES 21,296. MANAGEMENT AND GENERAL EXPENSES 36,206. FUNDRAISING EXPENSES 1,009. TOTAL EXPENSES 58,511. LEASES: PROGRAM SERVICE EXPENSES 36,624. MANAGEMENT AND GENERAL EXPENSES 7,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,430. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 15,930. MANAGEMENT AND GENERAL EXPENSES 11,777. FUNDRAISING EXPENSES 1,415. TOTAL EXPENSES 29,122. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,974. TOTAL EXPENSES 15,974. PRINTING & COPYING: PROGRAM SERVICE EXPENSES 5,680. MANAGEMENT AND GENERAL EXPENSES 5,006. FUNDRAISING EXPENSES 3,696. TOTAL EXPENSES 14,382. POSTAGE: PROGRAM SERVICE EXPENSES 2,196. MANAGEMENT AND GENERAL EXPENSES 1,935. FUNDRAISING EXPENSES 1,429. TOTAL EXPENSES 5,560. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 2,621. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,621. TAXES & LICENSE: PROGRAM SERVICE EXPENSES 611. MANAGEMENT AND GENERAL EXPENSES 69. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 680. FORM 990, PART XII, LINE 2C THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.