Next Step Clubhouse

EIN: 474543180 501(c)(3) Human Services

Charlotte, NC

Total Revenue
$316,589
Total Expenses
$345,112
Total Assets
$41,018
Net Assets
$40,745
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
NC
Principal Officer
Janet Adams
Phone
9802727687
Tax Period
2025-01-01 to 2025-12-31

Next Step Clubhouse is a small nonprofit in the Human Services sector that reported $317K in total revenue in fiscal year 2025.

Mission

Next Step Clubhouse (NSC) is modeled after The Exceptional Foundation in Birmingham Alabama and opened in September 2016, providing social and recreational programs for children and adults with intellectual and developmental disabilities. We offer full day and day program options, 4 days per week. During the school year our participants are generally adults who have completed high school. Additional programing for school aged children includes our 10-week Summer Camp. The mission of Next Step Clubhouse is to provide a facility and programs where individuals with intellectual and developmental disabilities can meet regularly and experience a broad range of social and recreational programs. In comparison to the general population, individuals with special needs often have limited opportunities for exercise, recreation and spending time with peers. These limitations can greatly impede their ability to practice healthy living skills and develop social relationships that are so important to

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $149,327
Program Service Revenue $174,605
Investment Income $1,475
Other Revenue $-8,818
TOTAL REVENUE $316,589

Expense Breakdown

Grants Paid $0
Salaries & Benefits $250,445
Fundraising Expenses $0
Program Expenses $289,038
Other Expenses $94,667
TOTAL EXPENSES $345,112

Year-over-Year Comparison

2025 2024 Change
Revenue $316,589 $322,694 0.0%
Expenses $345,112 $321,509 +0.1%
Net Income $-28,523 $1,185 -25.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
18
Volunteers
91

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$27,000
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Courtney Jurado Dir. Developmen 0.00
Officer
$21,000 $0 $21,000
Autumn Weil Executive Dir. 0.00
Officer
$6,000 $0 $6,000
Kayleigh Fessenden Secretary 1.00
Officer Director
$0 $0 $0
Jonathon Edgerton Director 2.00
Director
$0 $0 $0
Andrew Spafford Director 1.00
Director
$0 $0 $0
Brian Rowlson Director 1.00
Director
$0 $0 $0
Jeremy Mandell Director 1.00
Director
$0 $0 $0
Brigid Handy-Williams President 10.00
Officer Director
$0 $0 $0
Tanya Goings Director 1.00
Director
$0 $0 $0
Beth Johns Director 15.00
Director
$0 $0 $0
Janet Adams Treasurer 15.00
Officer Director
$0 $0 $0
Sarah Henderson Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $316,589 $345,112 $41,018 $-28,523
2024 $322,694 $321,509 $69,847 $1,185
2023 $266,409 $301,210 $68,662 $-34,801
2022 $223,679 $221,527 $103,463 $2,152
2021 $206,067 $161,852 $101,311 $44,215
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