2025-10-29T10:57:21-05:00 2024-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2024-01-01 352145743 STEP-UP INCORPORATED STEP 3172597013 4755 KINGSWAY DRIVE 300 INDIANAPOLIS IN 46205 MICHAEL MARTIN DRAIN EXECUTIVE DIRECTOR 3172597013 2025-10-22 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2025-10-16 2024 2025-03-06 01:10:19Z MICHAEL MARTIN DRAIN 4755 KINGSWAY DRIVE 300 INDIANAPOLIS IN 46205 4252954 0 X STEPUPIN.ORG X 2002 IN WE PROVIDE COMPREHENSIVE CARE AND RESOURCES FOR WELLNESS WITH DIGNITY AND INCLUSIVITY. 9 9 59 73 0 0 3480412 4222965 0 0 14747 24509 12525 5480 3507684 4252954 0 0 0 0 2406003 2846606 0 0 0 1164350 1249190 3570353 4095796 -62669 157158 1765677 1807341 711044 590372 1054633 1216969 X WE PROVIDE COMPREHENSIVE CARE AND RESOURCES FOR WELLNESS WITH DIGNITY AND INCLUSIVITY. 0 0 3953833 DEVELOPED, PROMOTED AND ADMINISTERED VARIOUS HIV/AIDS EDUCATION PROGRAMS SUCH AS: 1) COMMUNITY ACTION GROUPS (CAG)- A STATEWIDE NETWORK OF GRASSROOTS ORGANIZATIONS THAT PROVIDE HIV EDUCATION IN THEIR COMMUNITIES ACCORDING TO THEIR SPECIFIC NEEDS AND COMMUNITY STANDARDS. 2) RYAN WHITE - PROVIDES HIV/AIDS RELATED HEALTH CARE SERVICES TO LOW INCOME INDIVIDUALS IN THE SURROUNDING INDIANAPOLIS REGION. 3) CARE COORDINATOR-PROVIDES FUNDS TO SUPPORT STAFFING WHO WILL PROVIDE RESOURCES TO MEET MEDICAL, SOCIAL, EDUCATIONAL, LEGAL, HOUSING, AND PSYCHOLOGICAL NEEDS OF HIV-POSITIVE RESIDENTS OF INDIANA. 4) COMMUNITY PLANNING GROUP (CPG)-PROGRAM DESIGNED TO ADOPT AMD PERIODICALLY UPDATE A COMPREHENSIVE HIV PREVENTION PLAN FOR THE STATE OF INDIANA. 5) INDIANA PEER EDUCATION PROGRAM (INPEP) - A PEER EDUCATION PROGRAM FOR PEOPLE LIVING INCARCERATED, WHICH HELPS DEVELOP LEADERSHIP SKILLS, COMMUNICATION STRATEGIES AND LEARN TO WORK AS A TEAM. THE PROGRAM HELPS INDIVIDUALS TO BE MORE PREPARED TO RETURN TO THE COMMUNITY AND REDUCE RECIDIVISM. 3953833 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X MICHAEL MARTIN DRAIN 3172597013 4755 KINGSWAY DRIVE SUITE 300 INDIANAPOLIS IN 46205 DUSTY FERGUSON DIRECTOR 1.00 X 0 0 0 HEATHER DANE DIRECTOR 1.00 X 0 0 0 JOHN RANDOLPH VICE CHAIRMAN/SECRETARY 2.00 X X 0 0 0 ERIC DAVID CHAIRMAN 2.00 X X 0 0 0 JON MARKEE TREASURER 2.00 X X 0 0 0 BRYN JACKSON DIRECTOR 1.00 X 0 0 0 MARISSA MILLER DIRECTOR 1.00 X 0 0 0 CATHERINE KIBIGER DIRECTOR 1.00 X 0 0 0 TRACEY JACKSON DIRECTOR 1.00 X 0 0 0 MICHAEL MARTIN DRAIN EXECUTIVE DIRECTOR 40.00 X 96914 0 0 96914 0 0 0 0 0 0 NATIONAL BANK OF INDIANAPOLIS 4930 N PENNSYLVANIA ST INDIANAPOLIS IN 46205 BANKING 321996 KINGSWAY LLC 5325 E 82ND ST PMB 245 INDIANAPOLIS IN 46250 MISCELLANEOUS 142279 KROGER 1014 VINE ST CINCINNATI OH 45202 RENT 101577 3 3953838 269127 4222965 24509 24509 328 0 328 328 MISC INCOME 900099 5152 5152 5152 4252954 0 0 29989 96914 94188 2726 2202185 2140243 61942 365007 354740 10267 182500 177367 5133 96962 86378 10584 13214 11772 1442 5425 5157 268 394407 388801 5606 111831 110797 1034 105748 102721 3027 6869 6097 772 CLIENT ASSISTANCE 306866 301342 5524 PASS THROUGH EXPENSE 138789 138789 MISCELLANEOUS 68468 35441 33027 INVESTMENT FEES 611 611 4095796 3953833 141963 0 695925 639659 514930 704755 3921 1839 117759 117759 6869 0 102970 111524 441062 349564 1765677 1807341 39287 64716 141546 68444 530211 457212 711044 590372 X 1000599 1156353 54034 60616 1054633 1216969 1765677 1807341 157158 5178 0 X 0 1 X 1 1 1 X 2174226 2647871 2912140 3480412 4222965 15437614 2174226 2647871 2912140 3480412 4222965 15437614 15437614 1253 529 6115 14747 24509 47153 12614 9191 36725 12042 70572 15555339 0.99240 0.99270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117759 117759 0 0 RIGHT OF USE ASSET 349564 349564 ACCRUED PAYROLL AND PAYROLL EXPENSE 62597 ACCRUED VACATION 32862 LEASE LIABILITY 361753 457212 X 4257521 5178 -611 4567 4252954 0 4252954 4095185 -611 -611 4095796 0 4095796 PART X, LINE 2: STEP-UP HAS BEEN GRANTED AN EXEMPTION FROM INCOME TAXES AS A NON-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THEREFORE, NO EXPENSE OR LIABILITY FOR INCOME TAXES HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT STEP-UP HAS ADEQUATELY ADDRESSED ALL RELAVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -611. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -611. FORM 990, PART VI, SECTION B, LINE 11B STEP-UP, INC.'S FORM 990 AND ALL RELATED SCHEDULES, STATEMENTS AND ATTACHMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTORS AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C STEP-UP, INC. ANNUALLY REQUESTS EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS TO COMPLETE A CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE POLICY INCLUDES STATEMENTS REGARDING OTHER EMPLOYMENT, BEING RELATED TO ANYONE ON THE BOARD AND OTHER ITEMS THAT MAY CREATE AN APPEARENCE OF A POTENTIAL INDEPENDENCE ISSUE. THE IDENTIFICATION, EVALUATION AND RESOLUTION OF THOSE ISSUES ARE DISCUSSED WITH APPROPRIATE LEVEL OF MANAGEMENT OR MEMEBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 STEP-UP, INC.'S BOARD OF DIRECTORS DETERMINES AND SET ALL STAFFING COMPENSATION RATES, WHICH ARE BASED ON PERIODIC THOROUGH REVIEWS OF ALL RELATED ISSUES, SALARY SURVEYS, CONSULTATION WITH INDEPENDENT PERSONS REVIEW OF COMPARABLE DATA AND DELIBERATION. FORM 990, PART VI, SECTION C, LINE 19 STEP-UP, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST MADE TO THE ATTENTION OF OUR EXECUTIVE DIRECTOR AND RECEIVED AT OUR CORPORATE ADDRESS.