2025-12-09T08:52:57-06:00 2025-01-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-02-01 340965350 STEP FORWARD STEP 2166969077 1801 SUPERIOR AVENUE 400 CLEVELAND OH 44114 JACKLYN CHISHOLM PRESIDENT & CEO 2166969077 2025-12-02 1 1 QUINN DUGAN P02267768 6082741980 2025-12-02 2024 2025-03-06 01:10:19Z JACKLYN CHISHOLM 1801 SUPERIOR AVENUE 400 CLEVELAND OH 44114 44227967 0 X HTTPS://WWW.STEPFORWARDTODAY.ORG/ X 1964 OH TO AID IN ELIMINATING POVERTY IN CUYAHOGA COUNTY, OHIO. 14 14 437 1192 0 0 52674999 43713625 520041 473489 0 0 61579 40853 53256619 44227967 15670295 4976870 0 0 25426340 25448261 0 0 36134 12913566 13388944 54010201 43814075 -753582 413892 22778842 26376352 18601596 21785214 4177246 4591138 X STEP FORWARD'S MISSION IS TO PROPEL EDUCATIONAL ATTAINMENT AND ECONOMIC SELF-SUFFICIENCY FOR MULTIPLE GENERATIONS THROUGHOUT CUYAHOGA COUNTY. 0 0 25397942 0 14690 CHILD EDUCATION - STEP FORWARD'S HEAD START PROGRAM SERVED 1,741 CHILDREN THROUGHOUT THE GREATER CLEVELAND COMMUNITY. IN PARTNERSHIP, STEP FORWARD AND ITS PARTNERS DELIVER HIGH-QUALITY EARLY CHILDHOOD PROGRAMS IN SAFE, NURTURING ENVIRONMENTS. IN ADDITION TO AN ENGAGING PRE-SCHOOL ENVIRONMENT, STEP FORWARD HEAD START PROVIDES HEALTH, MENTAL HEALTH AND DENTAL SCREENINGS, NUTRITIOUS MEALS AND FAMILY LITERACY OPPORTUNITIES TO INCORPORATE THE ENTIRE FAMILY INTO THE SPIRIT OF GROWTH AND RESPONSIBILITY.STEP FORWARD'S EARLY HEAD START PROGRAM INCORPORATES THE BELIEF THAT EDUCATION STARTS WHEN LIFE BEGINS. STEP FORWARD IS A STRONG ADVOCATE FOR THE YOUNGEST OF CHILDREN AND THOSE WHO HAVE NOT EVEN BEEN BORN YET. STEP FORWARD SERVED 129 INFANTS, TODDLERS AND PREGNANT WOMEN, THROUGH THE EARLY HEAD START PROGRAM. THE PROGRAM PROVIDES PRENATAL EXAMINATIONS, PARENTING CLASSES, AND QUALITY INFANT CARE TO ELIGIBLE FAMILIES. 7361597 2420636 0 COMMUNITY SERVICE AND HOUSING ASSISTANCESTEP FORWARD HELPS INDIVIDUALS AND FAMILIES IN CUYAHOGA COUNTY OVERCOME BARRIERS TO EMPLOYMENT, HOUSING, AND FINANCIAL STABILITY. IN 2024, THE AGENCY DISTRIBUTED $4 MILLION IN REMAINING COVID RELIEF FUNDS, BRINGING TOTAL HOME RELIEF ASSISTANCE TO MORE THAN $36 MILLION SINCE THE PANDEMIC. STEP FORWARD ALSO PROVIDED 400 FREE TAX RETURNS, SUPPORTED 83 MOTHERS THROUGH PARENTING AND EARLY CHILDHOOD EDUCATION PROGRAMS, AND HELPED MORE THAN 250 CLIENTS BUILD JOB SKILLS AND CAREER READINESS THROUGH PARTNERSHIPS, TRAINING, AND OUTREACH EVENTS. 5794569 2539335 458799 ENERGY ASSISTANCE -STEP FORWARD HELPS LOW-INCOME HOUSEHOLDS MAINTAIN ESSENTIAL UTILITY SERVICES THROUGH THE HOME ENERGY ASSISTANCE AND PERCENTAGE OF INCOME PAYMENT PLAN PROGRAMS. IN 2024, THE AGENCY RECEIVED 34,580 APPLICATIONS AND PROVIDED SERVICES TO 34,134 INDIVIDUALS, WITH 98.7 PERCENT RECEIVING ASSISTANCE. STEP FORWARD DISTRIBUTED MORE THAN $6.6 MILLION IN TOTAL AID, INCLUDING ENERGY, CRISIS, AND WATER ASSISTANCE, ENSURING HOUSEHOLDS REMAINED SAFE AND CONNECTED THROUGHOUT THE YEAR. 581351 16899 0 FOOD PROGRAMS 22472 0 0 OTHER PROGRAMS 603823 16899 0 39157931 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 515 0 437 1 0 0 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 X SAAID MANSOUR 2166969077 1801 SUPERIOR AVENUE 400 CLEVELAND OH 44114 LARESE PURNELL CHAIR 1.00 X X 0 0 0 JUDGE MICHAEL J RYAN VICE CHAIR 1.00 X X 0 0 0 CECIL LEE TREASURER 1.00 X X 0 0 0 EUGENIA CASH-KIRKLAND SECRETARY 1.00 X X 0 0 0 CASSANDRA BROWN-COLLIER BOARD MEMBER (TERMED SEPTEMBER) 1.00 X 0 0 0 MICHELLE CURRY BOARD MEMBER 1.00 X 0 0 0 DEIDRA DAVIS BOARD MEMBER 1.00 X 0 0 0 YOMARIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER KELLY BOARD MEMBER (TERMED NOVEMBER) 1.00 X 0 0 0 KIRA KEWKO BOARD MEMBER 1.00 X 0 0 0 MARIKO LEWIS-HARPER BOARD MEMBER (TERMED AUGUST) 1.00 X 0 0 0 ASHLEY MILES BOARD MEMBER 1.00 X 0 0 0 MICHAEL MOORE BOARD MEMBER (TERMED DECEMBER) 1.00 X 0 0 0 ANTHONY PEEBLES BOARD MEMBER 1.00 X 0 0 0 JERRY PRIMM BOARD MEMBER (TERMED AUGUST) 1.00 X 0 0 0 ADAM ROTH BOARD MEMBER 1.00 X 0 0 0 MILES SENIOR BOARD MEMBER 1.00 X 0 0 0 QIANNA TIDMORE BOARD MEMBER 1.00 X 0 0 0 SHERELLE L TUCKER BOARD MEMBER (TERMED DECEMBER) 1.00 X 0 0 0 JOYCE WALKER BOARD MEMBER 1.00 X 0 0 0 JACKLYN CHISHOLM PRESIDENT & CEO 40.00 X 215719 0 38024 DEREK CLUSE CHIEF FINANCIAL OFFICER 40.00 X 166757 0 43352 DR THEA WILSON VP OF CHILDREN & FAMILIES 40.00 X 186388 0 35391 MADELINE CORCHADO VP OF HUMAN RESOURCES 40.00 X 178483 0 31484 JACQUELINE BOEHNLEIN VP OF COMMUNITY SERVICES 40.00 X 169269 0 32507 DOUGLAS BENNETT VP OF EXTERNAL AFFAIRS 40.00 X 155278 0 22033 CHERYL ROSS APPLINE SENIOR DIRECTOR, PLANNING 40.00 X 137573 0 41167 1209467 0 243958 12 0 1 0 OHIO CITY SECURITY 115 CASSESE COURT EASTLAKE OH 44095 SECURITY 453058 CLEVELAND METROPOLITAN SCHOOL DISTRICT 1111 SUPERIOR AVE E SUITE 1800 CLEVELAND OH 44114 DAYCARE-COLLABORATION PARTNER 374552 PROTIVITI INC 14243 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 STAFFING AGENCY 244986 CLEVERBEE ACADEMY LLC 1111 SUPERIOR AVENUE - EAST CLEVELAND OH 44114 DAYCARE-COLLABORATION PARTNER 143797 WIPFLI LLP POST OFFICE BOX 3160 MILWAUKEE WI 53201 AUDITOR 143718 12 43496036 217589 25774 43713625 UTILITY EDUCATION SERVICES 624410 458799 458799 CHILD CARE FEES 624110 14690 14690 473489 40853 40853 40853 44227967 473489 0 40853 X 4976870 4976870 483399 483399 17933959 16195870 1717260 20829 1217891 1100696 115778 1417 4321619 3866299 450341 4979 1491393 1317555 172141 1697 45682 45682 102500 102500 5070768 4705709 365036 23 232156 232156 623280 513005 110275 746823 746823 3196342 2566359 624433 5550 410600 359209 51391 384814 384814 622908 622908 217695 217695 USDA FOOD COSTS 829568 829568 REPAIRS & MAINTENANCE 343717 300173 43544 MEMBERSHIP & SUBSCRIPTI 141138 129487 11651 EDUCATION 63028 63028 357925 29707 326579 1639 43814075 39157931 4620010 36134 87782 92371 971503 1802123 4587034 4081607 36582 105726 23300 24802 172616 227377 14447748 11651634 2606961 2796114 14293064 17246232 22778842 26376352 2505916 3373128 1648256 1001209 14447424 17410877 18601596 21785214 X 3063105 3376680 1114141 1214458 4177246 4591138 22778842 26376352 413892 0 X 0 1 X 1 1 1 X 41299399 53586337 68989945 52674999 43713625 260264305 41299399 53586337 68989945 52674999 43713625 260264305 260264305 756416 138739 156059 61579 40853 1153646 261417951 2535633 0.99560 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11155395 9252951 1902444 3292353 2398683 893670 2796114 RIGHT-OF-USE ASSET OPERATING 17246232 17246232 X 52451305 8223338 8223338 44227967 0 44227967 52037413 8223338 8223338 43814075 0 43814075 PART X, LINE 2: STEP FORWARD IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. STEP FORWARD HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 ENERGY AND MORTGAGE ASSISTANCE PAYMENTS PROVIDED FOR LOW-INCOME PARTICIPANTS 34134 4976870 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FUNDING SOURCE REQUIREMENTS. 0 0 0 0 0 0 0 0 0 JACKLYN CHISHOLM PRESIDENT & CEO 215719 0 0 0 0 0 15323 0 22701 0 253743 0 0 0 DR THEA WILSON VP OF CHILDREN & FAMILIES 186388 0 0 0 0 0 13135 0 22256 0 221779 0 0 0 DEREK CLUSE CHIEF FINANCIAL OFFICER 166757 0 0 0 0 0 11799 0 31553 0 210109 0 0 0 MADELINE CORCHADO VP OF HUMAN RESOURCES 178483 0 0 0 0 0 12567 0 18917 0 209967 0 0 0 JACQUELINE BOEHNLEIN VP OF COMMUNITY SERVICES 169269 0 0 0 0 0 11899 0 20608 0 201776 0 0 0 CHERYL ROSS APPLINE SENIOR DIRECTOR, PLANNING 137573 0 0 0 0 0 9804 0 31363 0 178740 0 0 0 DOUGLAS BENNETT VP OF EXTERNAL AFFAIRS 155278 0 0 0 0 0 10905 0 11128 0 177311 0 0 0 X SUPPLIES 42 25774 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN A SIMILAR MANNER AS THE ANNUAL AUDIT. A DRAFT COPY IS PROVIDED BY THE AUDIT FIRM. THE PRESIDENT & CEO AND THE CHIEF FINANCIAL OFFICER REVIEW THIS COPY AND MAKE ANY NECESSARY CORRECTIONS. A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE. THE FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL/ACKNOWLEDGEMENT BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE OBLIGATED TO DISCLOSE ANY CONFLICT OF INTEREST INVOLVING ANY ISSUE PRESENTED AT A BOARD MEETING FOR A VOTE; MEMBERS SHOULD ABSTAIN, WHERE APPROPRIATE, FROM DISCUSSION OR VOTING ON THESE ISSUES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL EVALUATION COMPLETED OF PRESIDENT & CEO BY BOARD, COMPENSATION FOR THE PRESIDENT & CEO IS DETERMINED BY THE BOARD BASED ON WAGE COMPARABILITY STUDY DONE EVERY 3 TO 4 YEARS WHICH IS USED TO CREATE SALARY RANGES. THIS WAGE STUDY WAS LAST CONDUCTED IN 2017. THE PRESIDENT & CEO REVIEWS AND DETERMINES THE COMPENSATION FOR OTHER MANAGEMENT POSITIONS BASED ON ANNUAL EVALUATIONS AND THE SALARY RANGES ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL FEES: PROGRAM SERVICE EXPENSES 4,705,709. MANAGEMENT AND GENERAL EXPENSES 365,036. FUNDRAISING EXPENSES 23. TOTAL EXPENSES 5,070,768.