NEXT STEP TO SUCCESS

EIN: 882408724 501(c)(3) Education

NORFOLK, VA

Total Revenue
$4,313,284
Total Expenses
$1,314,882
Total Assets
$3,665,405
Net Assets
$3,215,141
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
VA
Principal Officer
ROBERT MCCARTNEY
Phone
7574041818
Tax Period
2023-07-01 to 2024-06-30

NEXT STEP TO SUCCESS, founded in 2022, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 171% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 70% operating margin.

Mission

TO HELP YOUTH IN NORFOLK BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS.

Program Service Accomplishments

Program 1
Expenses: $1,126,561 Revenue: $4,313,284

FOR FAR TOO LONG, NORFOLK HAS BEEN MARKED BY CONCENTRATIONS OF CHRONIC, INTERGENERATIONAL POVERTY AND DEPENDENCY, WITH A POVERTY RATE ALMOST TWICE THE STATE AVERAGE AND OVER 25% OF OUR CHILDREN...

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FOR FAR TOO LONG, NORFOLK HAS BEEN MARKED BY CONCENTRATIONS OF CHRONIC, INTERGENERATIONAL POVERTY AND DEPENDENCY, WITH A POVERTY RATE ALMOST TWICE THE STATE AVERAGE AND OVER 25% OF OUR CHILDREN GROWING UP IN POVERTY. EVERYONE ALWAYS SAYS THAT "THEY" SHOULD DO SOMETHING ABOUT THIS (WHOEVER "THEY" ARE). WELL, WE DECIDED THAT WE AND OUR COMMUNITY PARTNERS ARE "THEY". NEXT STEP TO SUCCESS IS A FREE AFTER-SCHOOL AND SUMMER EXPERIENTIAL LEARNING PROGRAM THAT EMPOWERS TEENAGERS FROM LOW-INCOME HOUSEHOLDS IN NORFOLK TO BUILD THE INDEPENDENT, RESILIENT CHARACTER THEY WILL NEED TO EARN SUCCESS AND ENJOY HAPPY, FULFILLING LIVES AS ADULTS. BY INSPIRING OUR YOUTH TO ADHERE TO THE DATA-VALIDATED "SUCCESS SEQUENCE," OUR ULTIMATE OBJECTIVE IS TO CUT THE POVERTY RATE IN OUR CITY BY ONE-HALF WITHIN A GENERATION. WE WILL ACCOMPLISH THIS BY HONING THE CHARACTER STRENGTHS, LIFE SKILLS, SUCCESS STRATEGIES, AND HIGH SELF-EXPECTATIONS THAT WILL ENABLE OUR YOUTH TO REACH ESCAPE VELOCITY FROM THEIR ECONOMICALLY DISADVANTAGED BACKGROUNDS. THESE "SUCCESS STORIES" (AS WE CALL OUR YOUTH) WILL THEN BECOME THE "INFLUENCERS" OF THEIR PEERS WITHIN THE COMMUNITIES WHERE POVERTY IS MOST CONCENTRATED, GRADUALLY BUT STEADILY CHANGING THE EDUCATIONAL OUTCOMES, SOCIAL NORMS, CAREER EXPECTATIONS AND LIVING ENVIRONMENT THAT HAVE KEPT TOO MANY YOUNG FOLKS IN OUR CITY FROM REACHING THEIR FULL POTENTIAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,313,284
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $4,313,284

Expense Breakdown

Grants Paid $0
Salaries & Benefits $575,462
Fundraising Expenses $0
Program Expenses $1,126,561
Other Expenses $739,420
TOTAL EXPENSES $1,314,882

Year-over-Year Comparison

2023 2022 Change
Revenue $4,313,284 $1,589,640 +1.7%
Expenses $1,314,882 $1,372,901 0.0%
Net Income $2,998,402 $216,739 +12.8%
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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
19
Volunteers
42

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
$376,632
Total Directors
5
$75,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES V MCPHILLIPS PRESIDENT 14.00
Officer Director
$0 $0 $15,000
DONALD F PRICE VICE PRESIDENT 0.75
Officer Director
$0 $0 $15,000
WA PRINCE TREASURER 0.50
Officer Director
$0 $0 $15,000
MICHAEL K KERNER DIRECTOR 0.50
Director
$0 $0 $15,000
KEVIN SWEENEY SECRETARY 0.75
Officer Director
$0 $0 $15,000
ROBERT MCCARTNEY CHIEF EXECUTIVE OFFICER 12.00
Officer
$0 $25,561 $316,632
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 No data No data No data No data
2024 $4,313,284 $1,314,882 $3,665,405 $2,998,402
2023 $1,589,640 $1,372,901 $342,142 $216,739
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