2025-05-09T13:48:36-05:00 2024-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-07-01 593649371 STEP UP FOR STUDENTS - FLORIDA INC STEP 9043522246 4655 SALISBURY ROAD 400 JACKSONVILLE FL 32256 JOSEPH E PFOUNTZ CFO 9043522246 2025-05-07 1 0 KELLI PECK P01423033 3217516200 2025-05-07 2023 2025-03-06 01:10:19Z JOSEPH E PFOUNTZ 4655 SALISBURY ROAD 400 JACKSONVILLE FL 32256 904641069 0 X WWW.STEPUPFORSTUDENTS.ORG X 2000 FL STEP UP FOR STUDENTS EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY. 10 10 226 916 0 0 896372611 881567760 0 0 16661008 23015059 0 28369 913033619 904611188 701246384 1155593322 0 0 25311886 35682401 0 0 2016679 28738930 50062790 755297200 1241338513 157736419 -336727325 1519328624 1488205086 386607584 692211371 1132721040 795993715 X STEP UP FOR STUDENTS EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY. 0 0 1177681896 1149326299 FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM: IN THE 2023-24 SCHOOL YEAR, 132,180 STUDENTS ATTENDED 2,090 PRIVATE SCHOOLS ON A STEP UP FOR STUDENTS' TAX CREDIT SCHOLARSHIP. THE K-12 SCHOLARSHIP PROGRAM WAS CREATED IN 2001 TO HELP ALLEVIATE THE ENORMOUS EDUCATIONAL CHALLENGES FACED BY CHILDREN WHO LIVE IN POVERTY, AND IT IS NOW THE LARGEST SUCH SCHOLARSHIP IN THE NATION. IN 2023, THE FLORIDA STATE LEGISLATURE OPENED THE SCHOLARSHIP TO ALL ELIGIBLE RESIDENTS OF FLORIDA. QUALIFIED STUDENTS COULD RECEIVE A MAXIMUM SCHOLARSHIP OF $11,223 DEPENDING ON GRADE LEVEL AND COUNTY RESIDENCE, FOR PRIVATE SCHOOL TUITION AND FEES OR A MAXIMUM OF $2,232 IN TRANSPORTATION COSTS TO ATTEND AN OUT-OF-DISTRICT PUBLIC SCHOOL. FLORIDA TAX CREDIT PERSONAL EDUCATION PROGRAM (FTC PEP): K-12 FLORIDA STUDENTS WHO ARE NOT ENROLLED IN PUBLIC SCHOOL OR A HOME EDUCATION PROGRAM CAN QUALIFY FOR A PERSONALIZED EDUCATION PROGRAM THROUGH THE FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM. THE PROGRAM ALLOWS STUDENTS TO RECEIVE A MAXIMUM SCHOLARSHIP OF $11,223, REGARDLESS OF HOUSEHOLD INCOME, TO RECEIVE PARENT-DIRECTED EDUCATION. THE FUNDS ARE PLACED INTO AN EDUCATION SAVINGS ACCOUNT (ESA) AND CAN BE USED TO PAY FOR INSTRUCTIONAL MATERIALS/CURRICULUM, CONTRACTED SERVICES PROVIDED BY A PUBLIC SCHOOL (INCLUDING CLASSES), TUITION FOR AN ELIGIBLE HOME EDUCATION INSTRUCTION PROGRAM, FEES FOR STANDARDIZED TESTING, PRIVATE TUTORING, POST-SECONDARY EDUCATION AND DIGITAL MATERIALS EXCLUSIVE OF DIGITAL DEVICES. 32328953 THE FAMILY EMPOWERMENT SCHOLARSHIP PROGRAM WAS ESTABLISHED IN 2019 TO PROVIDE CHILDREN AND FAMILIES IN THE STATE OF FLORIDA WHICH HAVE LIMITED RESOURCES WITH EDUCATIONAL OPTIONS TO ACHIEVE SUCCESS IN THEIR EDUCATION. THE FAMILY EMPOWERMENT SCHOLARSHIP WAS EXPANDED INTO TWO BRANCHES: FAMILY EMPOWERMENT SCHOLARSHIP FOR EDUCATIONAL OPTIONS AND FOR STUDENTS WITH UNIQUE ABILITIES (FORMERLY KNOWN AS GARDINER SCHOLARSHIP). FAMILY EMPOWERMENT SCHOLARSHIP EDUCATIONAL OPTIONS: THIS SCHOLARSHIP IS INTENDED TO HELP REDUCE THE WAIT LIST FOR THE TAX CREDIT SCHOLARSHIP PROGRAM AND SIMILARILY SERVES STUDENTS FROM LOW-INCOME AND WORKING-CLASS HOUSEHOLDS. STEP UP FOR STUDENTS-FLORIDA, AS AN APPROVED SFO, ADMINISTERED THIS SCHOLARSHIP AND SERVED 145,155 K-12 STUDENTS FOR THE 2023-2024 SCHOOL YEAR. IN 2023, THE FLORIDA STATE LEGISLATURE OPENED THE SCHOLARSHIP TO ALL ELIGIBLE RESIDENTS OF FLORIDA. QUALIFIED STUDENTS COULD RECEIVE UP TO A MAXIMUM SCHOLARSHIP OF $11,223 DEPENDING ON GRADE LEVEL AND COUNTY RESIDENCE, FOR PRIVATE SCHOOL TUITION AND FEES OR UP TO $2,232 IN TRANSPORTATION COSTS TO ATTEND AN OUT-OF-DISTRICT PUBLIC SCHOOL.FAMILY EMPOWERMENT SCHOLARSHIP FOR STUDENTS WITH UNIQUE ABILITIES (FORMALLY KNOWN AS GARDINER SCHOLARSHIP): IN THE 2023-24 SCHOOL YEAR, STEP UP FOR STUDENTS-FLORIDA ADMINISTERED THIS SCHOLARSHIP PROGRAM FOR STUDENTS WITH UNIQUE ABILITIES WITH SPECIFIC DIABILITIES THAT INCLUDE: AUTISM, CEREBRAL PALSY, DOWN SYNDROME, SPINA BIFIDA, INTELLECTUAL DISABILITY, WILLIAMS SYNDROME, AND MORE. THROUGH THIS SCHOLARSHIP PROGRAM, 96,678 ELIGIBLE STUDENTS RECEIVED A SCHOLARSHIP FOR THE 2023-24 SCHOOL YEAR AT AN AVERAGE OF $9,990 EACH. THE PROGRAM EMPOWERS FAMILIES TO CHOOSE THE EDUCATIONAL SERVICES THAT BEST MEET THE NEEDS OF THEIR STUDENT, AND THE MONEY CAN BE SPENT FOR SCHOOLS, THERAPISTS, SPECIALISTS, CURRICULUM, TECHNOLOGY EVEN A COLLEGE SAVINGS ACCOUNT. 7024886 6267023 HOPE SCHOLARSHIP PROGRAM: STEP UP FOR STUDENTS-FLORIDA ADMINISTERS THE HOPE SCHOLARSHIP, WHICH WAS CREATED IN 2018 TO PROVIDE THE OPTION OF PRIVATE SCHOOL SCHOLARSHIPS TO STUDENTS IN PUBLIC SCHOOLS WHO HAVE EXPERIENCED ACTS OF BULLYING AND INTIMIDATION. THE SCHOLARSHIPS ARE FINANCED BY CONTRIBUTIONS FROM AUTOMOBILE BUYERS, WHO ARE ALLOWED UNDER THE LAW TO REDIRECT UP TO $105 OF THEIR STATE TAXES ON EACH PURCHASE. THOSE CONTRIBUTIONS ARE USED TO PROVIDE TUITION SCHOLARSHIPS TO PARTICIPATING PRIVATE SCHOOLS. QUALIFIED STUDENTS COULD RECEIVE A MAXIMUM SCHOLARSHIP OF $11,223 DEPENDING ON GRADE LEVEL AND COUNTY RESIDENCE, FOR PRIVATE SCHOOL TUITION AND FEES OR A MAXIMUM OF $2,232 IN TRANSPORTATION COSTS TO ATTEND AN OUT-OF-DISTRICT PUBLIC SCHOOL. THE SCHOLARSHIP BEGAN IN 2018 AND SERVED 893 STUDENTS DURING THE 2023-24 SCHOOL YEAR. UP TO 95% OF UNUSED FUNDS IN THE HOPE SCHOLARSHIP PROGRAM CAN BE USED TO FUND SCHOLARSHIPS TO STUDENTS ON THE FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM IN THE NEXT STATE OF FLORIDA FISCAL YEAR. 1761321 NEW WORLDS READING SCHOLARSHIP PROGRAM: NEW WORLDS SCHOLARSHIP ACCOUNT PROGRAM: THE NEW WORLDS SCHOLARSHIP WAS CREATED IN 2018 TO PROVIDE ACADEMIC SUPPORT FOR ELEMENTARY SCHOOL STUDENTS IN DISTRICT OR CHARTER SCHOOLS, WHO STRUGGLED IN READING AND WAS EXPANDED TO INCLUDE MATH IN 2023. STEP UP FOR STUDENTS-FLORIDA, AS AN APPROVED SCHOLARSHIP FUNDING ORGANIZATION, ADMINISTERS THE PROGRAM. THE SCHOLARSHIP IS AVAILABLE TO STUDENTS IN K- THROUGH FIFTH-GRADE WHO HAVE SCORED A LEVEL 1 OR 2 ON THE ENGLISH LANGUAGE ARTS AND/OR MATH SECTIONS OF THE FLORIDA STANDARDS ASSESSMENT. EACH SCHOLARSHIP IS WORTH $500, IRRESPECTIVE OF WHETHER THE STUDENT NEEDS HELP IN EITHER OR BOTH AREAS OF STUDY. THE PARENT CAN USE THESE FUNDS TO PAY FOR TUITION AND FEES RELATED TO PART-TIME TUTORING, SUMMER AND AFTER-SCHOOL LITERACY PROGRAMS, INSTRUCTIONAL MATERIALS AND MORE. THROUGH THE NEW WORLDS SCHOLARSHIP ACCOUNT PROGRAM, 31,764 STUDENTS RECEIVED SCHOLARSHIPS IN THE 2023-24 SCHOOL YEAR. 2910573 POLICY, INNOVATION AND EMPOWERMENT: THIS DEPARTMENT TAKES THE MESSAGE OF THE SCHOLARSHIP PROGRAMS TO CONSTITUENCY GROUPS, COMMUNITY AND POLITICAL LEADERS, AND LOCAL, STATE, AND NATIONAL NEWS PUBLICATIONS. IT ISSUES PRESS RELEASES ON TOPICS OF SPECIAL CONCERN AND WRITES COMMENTARY FOR VARIOUS PUBLICATIONS. THE TEAM ANALYZES DEMOGRAPHIC, ACHIEVEMENT AND PARTICIPATION DATA, AND TRENDS IN THE PROGRAM AND EDUCATION CHOICE MOVEMENT. THE TEAM RESPONDS TO NUMEROUS INFORMATION REQUESTS FROM NEWSPAPERS, OTHER MEDIA, AND LEGISLATIVE AND AGENCY OFFICES. THE TEAM ALSO ORGANIZES ADVOCATES AND SUPPORTERS WHO BELIEVE CHILDREN SHOULD BE EDUCATED BASED ON HOW THEY LEARN, RATHER THAN WHERE THEY LIVE. THE TEAM EDUCATES, INFORMS, AND TRAINS PARENTS TO BE ADVOCATES AND SUPPORTERS FOR THE PROTECTION AND EXPANSION OF CHOICE OPPORTUNITIES. THESE SERVICES ARE PROVIDED TO PARENTS OF CHILDREN PARTICIPATING IN PROGRAMS ADMINISTERED BY THE ORGANIZATION AND MAY ALSO BE PROVIDED TO PARENTS UTILIZING OTHER CHOICE OPTIONS. 4671894 1221707629 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 1600 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR CA CO CT FL DC GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC OH OR PA RI SC TN UT VA WA WV WI AL ND MO OK X X JOE PFOUNTZ 9043522246 4655 SALISBURY RD SUITE 400 JACKSONVILLE FL 32256 JOHN F KIRTLEY BOARD CHAIR 36.00 4.00 X 0 0 0 ALFRED AL LAWSON DIRECTOR 2.00 2.00 X 0 0 0 RICHARD OUTRAM DIRECTOR 2.00 2.00 X 0 0 0 CURTIS STOKES DIRECTOR 2.00 2.00 X 0 0 0 TERRY JOVE DIRECTOR 2.00 2.00 X 0 0 0 JOHN LEGG DIRECTOR 2.00 2.00 X 0 0 0 DENISHA MERRIWEATHER DIRECTOR 2.00 2.00 X 0 0 0 LINH LAM DIRECTOR 2.00 2.00 X 0 0 0 BARON CONCORS DIRECTOR 2.00 2.00 X 0 0 0 KAREN HOBBS DIRECTOR 2.00 2.00 X 0 0 0 DOUG TUTHILL PRESIDENT 36.00 4.00 X 312563 34730 40244 JOE PFOUNTZ TREASURER & CFO 36.00 4.00 X 237608 26400 39456 LESLEY SEARCY SECRETARY & CGO 36.00 4.00 X 241973 26886 13211 SHAFAYET IMAM CIO, SUFS (THRU 05/24) 36.00 4.00 X 233821 25980 46525 JILL LAROSE CHIEF CULTURE OFFICER 36.00 4.00 X 193861 21540 20645 ALEXANDER J MANGAN CHIEF PRODUCT OFFICER 36.00 4.00 X 132845 14760 26176 RUTH ROSE CHIEF CUST. EXP. OFFICER(THRU 09/24) 36.00 4.00 X 103307 11478 13038 SAMANTHA ESPINOSA CHIEF HUMAN RESOURCES OFFICER 36.00 4.00 X 123619 13736 19390 ASHA DESHPANDE SR DIR ENT DATA OP STG(THRU 08/24) 36.00 4.00 X 192272 21367 11721 SUSAN DUGAN VP OF FINANCE (THRU 12/23) 36.00 4.00 X 172044 19116 10288 CRAIG GONSALVES VP OF IT SOLUTIONS 36.00 4.00 X 156316 17368 42871 JILLIAN METZ VP OF EXTERNAL RELATIONS 36.00 4.00 X 150365 16708 28677 SEAN K CHARTIER ARCHITECT, DATA 36.00 4.00 X 155621 17292 18473 2406215 267361 330715 22 0 1 0 NLP LOGIX LLC 4215 SOUTHPOINT BLVD STE 140 JACKSONVILLE FL 32216 SOFTWARE DEVELOPMENT 10947417 SUTHERLAND GLOBAL SERVICES CANADA ULC 500 OUELLETTE AVE 8TH FLOOR WINDOR CA N9A1B3 CUSTOMER SERVICE CALL CENTER 3871941 SUTHERLAND GLOBAL SERVICES INC 175 SULLYS TRAIL SUITE 301 PITTSFORD NY 14534 CUSTOMER SERVICE CALL CENTER 3694369 PRAXENT LLC 9450 SW GEMINI DR PMB 99128 BEAVERTON OR 97008 SOFTWARE DEVELOPMENT 1943034 ASTON CARTER PO BOX 7410408 CHICAGO IL 606740408 TEMP AGENCY 1728594 7 3129 881564631 881567760 23015059 23015059 58250 3129 29881 28369 28369 904611188 0 0 23043428 1155593322 1155593322 3389363 798280 2591083 26031288 17368526 7507351 1155411 1125867 738780 336308 50779 2908644 1937395 844777 126472 2227239 1393804 744746 88689 502494 8274 479220 15000 142252 142252 478635 478635 2278287 1995261 207864 75162 308277 194778 92392 21107 464237 464237 525285 241336 222396 61553 4156573 4156573 482679 482679 CONTRACT SERVICES 31449596 28132404 3145022 172170 SOFTWARE LICENSES, FEES 4307960 3567083 657880 82997 REPAIR AND MAINTENANCE 2630577 2563348 67229 OTHER COST 1218037 987074 149515 81448 1117901 605840 426170 85891 1241338513 1221707629 17614205 2016679 611217473 220751706 116000 116000 553897108 561494599 5886257 8987383 743483 573473 34123548 8920435 13974322 25203113 333493981 671078812 1519328624 1488205086 55527729 21063741 331079855 671078812 0 68818 386607584 692211371 X 28805206 36918215 1103915834 759075500 1132721040 795993715 1519328624 1488205086 -336727325 0 X X 0 1 X 1 1 1 X 618153616 988188946 821353700 896372611 881567760 4205636633 618153616 988188946 821353700 896372611 881567760 4205636633 1127532469 3078104164 1464788 51437 457315 16661008 23015059 41649607 440 25811 59161 85412 4247371652 1203638 0.72470 0.71710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 440. 2020 AMOUNT: $ 25,811. 2021 AMOUNT: $ 59,161. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197370 282841 480211 1240890064 1241370275 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 482783 514259 439559 480211 1916812 250000 250000 250000 250000 1000000 1500000 216615 225321 154789 197370 794095 SCHEDULE C, PART II-A THE POLICY AND PUBLIC AFFAIRS GROUP AIDED LEGISLATORS AND LEGISLATIVE STAFF BY ANSWERING QUESTIONS AND PROVIDING DETAILED INFORMATION ABOUT THE STATE'S VARIOUS SCHOLARSHIP PROGRAMS. THIS GROUP ALSO HELPED SCHOLARSHIP PARENTS MEET STATE SENATORS AND REPRESENTATIVES TO DISCUSS THEIR EXPERIENCE ON THE PROGRAMS. THESE LOBBYING EFFORTS ARE FINANCED BY SEPARATE PRIVATE FUNDRAISING AND NOT THROUGH ANY OF THE ADMINISTRATIVE ALLOWANCE STEP UP RECEIVES FOR EACH PROGRAM. 1 331079855 3355222444 3015223487 671078812 1 X 47544 45719 1825 34076004 8874716 25201288 25203113 FUNDS HELD IN TRUST FOR STUDENTS 557982206 FUNDS HELD IN TRUST AS RESTRICTED CASH FOR SCHOLARSHIPS PAYABLE 113096606 671078812 DUE TO RELATED PARTY 68818 68818 X 904642950 1881 29881 31762 904611188 0 904611188 1241370275 1881 29881 31762 1241338513 0 1241338513 PART IV, LINE 2B: IN JUNE 2014, LEGISLATION CREATED A SCHOLARSHIP FOR SPECIAL NEEDS CHILDREN THAT WAS SIGNED INTO LAW IN FLORIDA. A FAMILY EMPOWERMENT SCHOLARSHIP FOR STUDENTS WITH UNIQUE ABILITIES (FES UA, FORMALLY KNOWN AS GARDINER SCHOLARSHIP) WAS ESTABLISHED FOR EACH CHILD THAT IS AWARDED A SPECIAL NEEDS SCHOLARSHIP. PARENTS USE THIS MONEY TO PERSONALIZE THE EDUCATION OF THEIR CHILDREN WITH UNIQUE ABILITIES BY DIRECTING MONEY TOWARDS A COMBINATION OF PROGRAMS AND STATE APPROVED PROVIDERS. THESE INCLUDE SCHOOLS, THERAPISTS, SPECIALISTS, CURRICULUM AND TECHNOLOGY AND COLLEGE SAVINGS ACCOUNTS. THE NEW WORLDS SCHOLARSHIP WAS CREATED IN 2018 TO PROVIDE ACADEMIC SUPPORT FOR ELEMENTARY SCHOOL STUDENTS IN DISTRICT OR CHARTER SCHOOLS, WHO STRUGGLED IN READING AND WAS EXPANDED TO INCLUDE MATH IN 2023. STEP UP FOR STUDENTS-FLORIDA, AS AN APPROVED SCHOLARSHIP FUNDING ORGANIZATION, ADMINISTERS THE PROGRAM. THE SCHOLARSHIP IS AVAILABLE TO STUDENTS IN K- THROUGH FIFTH-GRADE WHO HAVE SCORED A LEVEL 1 OR 2 ON THE ENGLISH LANGUAGE ARTS AND/OR MATH SECTIONS OF THE FLORIDA STANDARDS ASSESSMENT. EACH SCHOLARSHIP IS WORTH $500, IRRESPECTIVE OF WHETHER THE STUDENT NEEDS HELP IN EITHER OR BOTH AREAS OF STUDY. THE PARENT CAN USE THESE FUNDS TO PAY FOR TUITION AND FEES RELATED TO PART-TIME TUTORING, SUMMER AND AFTER-SCHOOL LITERACY PROGRAMS, INSTRUCTIONAL MATERIALS AND MORE. THROUGH THE NEW WORLDS SCHOLARSHIP ACCOUNT PROGRAM, 31,764 STUDENTS RECEIVED SCHOLARSHIPS IN THE 2023-24 SCHOOL YEAR. IN JUNE 2023, THE FLORIDA TAX CREDIT (FTC) AND FAMILY EMPOWERMENT SCHOLARSHIP FOR EDUCATIONAL OPTIONS (FES EO) WERE CONVERTED FROM TUITION AND FEE BASED SCHOLARSHIPS TO EDUCATIONAL SAVINGS ACCOUNTS (ESA), SIMILAR TO THE FES UA PROGRAM ALTHOUGH TUITION AND FEE PAYMENTS MUST BE MADE BEFORE REIMBURSEMENTS, MYSCHOLARSHOP (THE ORGANIZATION'S MARKETPLACE OF EDUCATIONAL PRODUCTS) OR PROVIDERS. ALSO IN JUNE 2023, LEGISLATION CREATED THE FLORIDA TAX CREDIT PERSONAL EDUCATION PROGRAM (FTC PEP) FOR K-12 FLORIDA STUDENTS WHO ARE NOT ENROLLED FULL-TIME IN PRIVATE OR PUBLIC SCHOOL OR A HOME EDUCATION PROGRAM. THE PROGRAM ALLOWS STUDNETS TO RECEIVE FUNDS FOR PARENT DIRECTED EDUCATION. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, SUFS-FL DISTRIBUTED APPROXIMATELY $3 BILLION AND $556.6 MILLION, LEAVING A BALANCE OF APPROXIMATELY $331.0 MILLION AND $191.1 MILLION RESPECTIVELY FOR BOTH THE FES-UA AND NEW WORLDS READING SCHOLARSHIP, WHICH IS RECORDED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AS BOTH AS ASSET AND A LIABILITY. SUFS-FL IS ACTING AS AN AGENT FOR THE FES UA, FES EO AND NEW WORLDS PROGRAMS, THEREFORE, THERE ARE NO REVENUES AND EXPENSES REPORTED ON THE STATEMENT OF ACTIVITIES FOR SCHOLARSHIP FUNDS RECEIVED AND DISTRIBUTED FROM THE STATE OF FLORIDA. PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,881. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 29,881. SCHEDULE D, PART VI - LAND, BUILDINGS AND EQUIPMENT BEGINNING IN 2021, STEP UP FOR STUDENTS - FLORIDA HAD AN INCREASE IN SOFTWARE WHICH IS THE RESULT OF THE ORGANIZATION'S INVESTMENT IN A NEW SOFTWARE PLATFORM TO BETTER SERVE OUR SCHOLARSHIP STUDENTS AND FAMILIES. THE PLATFORM CONTAINS STUDENT ACCOUNTS AND IS THE PLATFORM ON WHICH PAYMENTS TO SCHOOLS, PROVIDERS, AND PARENTS ARE RECORDED. THIS IS CLOUD-BASED, WHICH ALLOWS SUFS-FL TO BETTER MANAGE FUTURE GROWTH IN PROGRAMS, WHILE ENHANCING THE STUDENT/FAMILY EXPERIENCE AND SUPPORTING SCHOOLS AND PROVIDERS. THE NEW PLATFORM WILL HAVE AN ARTIFICIAL INTELLIGENCE COMPONENT AND WORKFLOWS TO PROVIDE A MORE MODERN, FASTER EXPERIENCE FOR USERS. CHIP IN FOR CHOICE GOLF TOURNAMENT 61379 3129 58250 13302 584 600 15395 61379 3129 58250 13302 584 600 15395 29881 28369 1 FLORIDA TAX CREDIT SCHOLARSHIP PROGRAM 130298 1001410875 HOPE SCHOLARSHIP PROGRAM 893 6267023 PART I, LINE 2: STEP UP FOR STUDENTS RECEIVES GRANTS TO FUND PROJECTS AND INITIATIVES TO EMPOWER THE FAMILIES OF OUR STUDENTS. THE GRANT EXPENSES ARE TRACKED BY PROJECT CODE FOR EASE OF REPORTING TO OUR GRANTORS, IF APPLICABLE. X X X X X 1 0 0 0 0 0 0 0 0 DOUG TUTHILL PRESIDENT 312563 34730 0 0 0 0 16451 1828 19769 2196 348783 38754 0 0 SHAFAYET IMAM CIO, SUFS (THRU 05/24) 233821 25980 0 0 0 0 12338 1370 29535 3282 275694 30632 0 0 JOE PFOUNTZ TREASURER & CFO 237608 26400 0 0 0 0 15506 1722 20006 2222 273120 30344 0 0 LESLEY SEARCY SECRETARY & CGO 241973 26886 0 0 0 0 11889 1322 0 0 253862 28208 0 0 JILL LAROSE CHIEF CULTURE OFFICER 193861 21540 0 0 0 0 8722 970 9857 1096 212440 23606 0 0 ASHA DESHPANDE SR DIR ENT DATA OP STG(THRU 08/24) 192272 21367 0 0 0 0 10549 1172 0 0 202821 22539 0 0 CRAIG GONSALVES VP OF IT SOLUTIONS 156316 17368 0 0 0 0 9048 1006 29535 3282 194899 21656 0 0 SUSAN DUGAN VP OF FINANCE (THRU 12/23) 172044 19116 0 0 0 0 9260 1028 0 0 181304 20144 0 0 JILLIAN METZ VP OF EXTERNAL RELATIONS 150365 16708 0 0 0 0 8402 934 17407 1934 176174 19576 0 0 SEAN K CHARTIER ARCHITECT, DATA 155621 17292 0 0 0 0 8921 992 7704 856 172246 19140 0 0 ALEXANDER J MANGAN CHIEF PRODUCT OFFICER 132845 14760 0 0 0 0 6490 722 17068 1896 156403 17378 0 0 SAMANTHA ESPINOSA CHIEF HUMAN RESOURCES OFFICER 123619 13736 0 0 0 0 5842 648 11610 1290 141071 15674 0 0 PART I, LINE 4A ANNE WHITE RECEIVED A SEVERENCE OF $95,661. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA FIRM. AFTER BEING REVIEWED BY MANAGEMENT, THE FULL FORM 990 INFORMATIONAL RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. THE BOARD OF DIRECTORS IS ALSO AFFORDED THE OPPORTUNITY TO ASK QUESTIONS WITH RESPECT TO THE FORM 990 BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C STEP UP FOR STUDENTS ENSURES THAT THE CONFLICT OF INTEREST POLICY IS ADHERED TO WITH THE FOLLOWING ACTIVITIES: 1) REGULAR EDUCATION WITH THE BOARD OF DIRECTORS, OFFICERS AND KEY STAFF. EACH YEAR, THE POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND OFFICERS. EACH BOARD MEMBER AND OFFICER ACKNOWLEDGES THEIR UNDERSTANDING AND COMPLIANCE BY SIGNING A COMPLIANCE STATEMENT. 2) THE FINANCIAL ANALYST AND/OR THE HEAD OF PROCUREMENT REVIEW EACH CONTRACT THE ORGANIZATION ENTERS. THE CFO REVIEWS CONTRACTS AS APPROPRIATE. 3) FINANCE STAFF AND THE CONTROLLER REVIEW ALL PAYMENTS AS THEY ARE MADE FOR POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPARABLE COMPENSATION AND BENEFITS DATA OF SIMILAR ORGANIZATIONS. DURING FISCAL YEAR 2024, AN INDEPENDENT COMPENSATION CONSULTING FIRM CONDUCTED A FULL COMPARATIVE STUDY FOR EACH INDIVIDUAL EXECUTIVE POSITION AND ALL NON-EXECUTIVE JOB GRADES. THE COMMITTEE USES THIS INFORMATION, COMBINED WITH THE PERFORMANCE OF THE PRESIDENT, TO RECOMMEND THE PRESIDENT'S COMPENSATION PACKAGE FOR APPROVAL OF THE FULL BOARD. THE FULL BOARD APPROVES THE PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 STEP UP FOR STUDENTS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.STEPUPFORSTUDENTS.ORG. PRINTED COPIES ARE AVAILABLE BY REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. STEP UP FOR STUDENTS WEST VIRGINIA INC 4655 SALISBURY ROAD SUITE 180 JACKSONVILLE FL 32256 874413159 SCHOLARSHIP FUNDING FL 501(C)(3) LINE 7 STEP UP FOR STUDENTS INC 0 STEP UP FOR STUDENTS INC 4655 SALISBURY ROAD SUITE 180 JACKSONVILLE FL 32256 873825479 SUPPORT FOR SCHOLARSHIP FUNDING FL 501(C)(3) LINE 12A, I STEP UP FOR STUDENTS - FLORIDA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 STEP UP FOR STUDENTS INC O 25004371 FMV STEP UP FOR STUDENTS FLORIDA P 389082 FMV STEP UP FOR STUDENTS WEST VIRGINIA Q 320264 FMV