2026-03-15T13:31:04-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 043086666 STEPPINGSTONE FOUNDATION INC STEP 6174236300 200 HIGH STREET 210 BOSTON MA 02110 DONAVAN BROWN BOARD CLERK 6174236300 2026-03-03 1 1 BRENDA L BOOTH P01342395 6178075000 2026-03-03 2024 2025-03-06 01:10:19Z KELLY D GLEW 200 HIGH STREET 210 BOSTON MA 02110 20193827 0 X WWW.STEPPINGSTONE.ORG X 1990 MA STEPPINGSTONE PREPARES STUDENTS TO ACCESS, NAVIGATE, AND GRADUATE FROM COLLEGE. 28 28 142 334 700 0 16274336 9382884 353035 487113 561508 1583319 86591 -31523 17275470 11421793 198100 207000 0 0 4670755 5504102 120170 15900 1343872 2029611 2188900 7018636 7915902 10256834 3505891 35121586 43823921 761217 4676523 34360369 39147398 X STEPPINGSTONE PREPARES STUDENTS TO ACCESS, NAVIGATE, AND GRADUATE FROM COLLEGE. IN BOSTON, WE PROVIDE ACADEMIC, SOCIAL-EMOTIONAL, AND COLLEGE READINESS PROGRAMMING FROM AS EARLY AS FIFTH GRADE AND CONTINUING THROUGH COLLEGE GRADUATION. NATIONALLY, WE CONNECT THE PEOPLE, PRACTICES, AND INNOVATIONS ESSENTIAL FOR ELIMINATING BARRIERS TO COLLEGE AND CAREER SUCCESS. 0 0 4787272 0 40261 THE STEPPINGSTONE SCHOLARS PROGRAM IN BOSTON ADMITS MOTIVATED FIFTH- AND SIXTH-GRADERS TO PARTICIPATE IN AN INTENSIVE AFTER-SCHOOL AND SUMMER ACADEMIC PROGRAM DESIGNED TO HELP THEM GAIN ADMISSION TO AN INDEPENDENT OR PUBLIC EXAM SCHOOL IN THE SIXTH OR SEVENTH GRADE.AFTER COMPLETING THE ACADEMIC COMPONENT, SUPPORT SERVICES SUCH AS MENTORING, EXTRACURRICULAR ACTIVITIES, AND COLLEGE GUIDANCE ARE PROVIDED TO ENSURE THAT THE STUDENTS SUCCEED IN SCHOOL AND ULTIMATELY GRADUATE FROM A FOUR-YEAR COLLEGE, CAREER READY. EACH YEAR, THE STEPPINGSTONE SCHOLARS PROGRAM SERVES APPROXIMATELY 1,250 SCHOLARS IN GRADES 5 - COLLEGE. OF THE SCHOLARS WHO COMPLETE THE ACADEMIC PREPARATION COMPONENT, APPROXIMATELY 90% ARE PLACED IN A SCHOOL THAT LEADS TO COLLEGE, 99% GRADUATE FROM HIGH SCHOOL, AND 91% ENROLL AT FOUR-YEAR COLLEGES. 80% GRADUATE FROM FOUR-YEAR COLLEGES WITHIN SIX YEARS. 678959 493691 THE NATIONAL PARTNERSHIP FOR EDUCATIONAL ACCESS (NPEA), WHICH THE STEPPINGSTONE FOUNDATION FORMALLY LAUNCHED IN 2007, IS A MEMBERSHIP ORGANIZATION FOR PROGRAMS AND SCHOOLS WORKING TO ELIMINATE BARRIERS TO EDUCATIONAL ACCESS AND COLLEGE AND CAREER SUCCESS. AT THE END OF FISCAL YEAR 2025, NPEA HAD 232 MEMBERS FROM ALL ACROSS THE COUNTRY, INCLUDING EDUCATIONAL NONPROFITS, SCHOOLS, AND COLLEGES & UNIVERSITIES, AND MORE THAN 850 EDUCATORS IN THE NETWORK. NPEA MEMBERS HAVE ACCESS TO BEST PRACTICE SHARING, NETWORKING, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, INCLUDING AN ANNUAL CONFERENCE, REGIONAL GATHERINGS, A CAREER CENTER, NEWSLETTERS AND DIGESTS, AND PRODUCTS AND SERVICES OFFERED THROUGH NPEA'S PARTNERSHIPS WITH OTHERS IN THE FIELD OF EDUCATION. 207200 207000 0 THE ORGANIZATION RECEIVES CONTRIBUTIONS TO PROVIDE COLLEGE SCHOLARSHIPS TO SCHOLARS TO TO FILL A FINANCIAL NEED OR SIGNIFICANTLY REDUCE THE FAMILY'S FINANCIAL AID GAP. THERE IS A ROBUST SELECTION PROCESS EACH YEAR FOR THE SCHOLARSHIPS. WE LOOK AT FINANCIAL IMPACT, ACADEMIC READINESS/EFFORT AND ENGAGEMENT WITH STEPPINGSTONE IN THE SELECTION PROCESS. SCHOLARSHIP INFO IS SHARED WITH THE ENTIRE SCHOLAR COMMUNITY. ALL SCHOLARSHIP APPLICATIONS ARE PRE-SCREENED FOR ELIGIBILITY AND AWARDS ARE DETERMINED BY A SELECTION COMMITTEE. 5673431 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 31 0 1 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY CT FL NH NJ PA VA MD SC IL OH OR RI ME X X KERRY TIRRELL 6174236300 200 HIGH STREET 210 BOSTON MA 02110 ROBERT HENDERSON CHAIR 15.00 X X 0 0 0 DONAVAN BROWN CLERK 1.00 X X 0 0 0 JENNIFER FULTON DIRECTOR 1.00 X 0 0 0 KATE GILBANE DIRECTOR 1.00 X 0 0 0 JONATHAN GOLDSTEIN DIRECTOR 1.00 X 0 0 0 ISABELLE LORING DIRECTOR 1.00 X 0 0 0 DR STEPHANIE PINDER-AMAKER DIRECTOR 1.00 X 0 0 0 DARIEN REID DIRECTOR 1.00 X 0 0 0 RAFAEL COFINO DIRECTOR 1.00 X 0 0 0 MARY DRISCOLL DIRECTOR 1.00 X 0 0 0 JOHN SIMON DIRECTOR 1.00 X 0 0 0 RACHEL SKERRIT DIRECTOR 1.00 X 0 0 0 SOFIA TEIXEIRA MISTRETTA DIRECTOR 1.00 X 0 0 0 PERRY TRAQUINA DIRECTOR 1.00 X 0 0 0 ALEX SACERDOTE DIRECTOR 1.00 X 0 0 0 BETSY LIND DANZIGER DIRECTOR 1.00 X 0 0 0 DOUGLASS WILLIAMS DIRECTOR 1.00 X 0 0 0 ERIN CONDRON DIRECTOR 1.00 X 0 0 0 JENNY WEYMOUTH DIRECTOR 1.00 X 0 0 0 DAVID CHANG DIRECTOR 1.00 X 0 0 0 ALIXE CALLEN DIRECTOR 1.00 X 0 0 0 SUSAN JEFFERSON BONEY DIRECTOR 1.00 X 0 0 0 JENNIFER BLOCK DIRECTOR 1.00 X 0 0 0 TODD BLAND DIRECTOR 1.00 X 0 0 0 JOANNE JACQUET ARAUJO DIRECTOR 1.00 X 0 0 0 BRIAN CONWAY DIRECTOR 1.00 X 0 0 0 FABIAN FONDRIEST TREASURER 1.00 X X 0 0 0 NATASHA TELESFORD WILLIAMS VICE CHAIR 1.00 X X 0 0 0 KATE WOOD CAO 40.00 X 178752 0 32822 KERRY TIRRELL CFOO 40.00 X 156718 0 32543 KELLY D GLEW PRESIDENT & CEO 40.00 X 213301 0 13638 CHRISTOPHER PARRIS CPO 40.00 X 134973 0 22566 KATARINA NG EVP PROGRAMS 40.00 X 109096 0 6954 KARIN ELLIOTT EXEC DIRECTOR, NPEA 40.00 X 119861 0 7801 JANE VENTRONE VP ACADEMIC PROGRAMS 40.00 X 123306 0 25024 1036007 0 141348 7 0 1 0 0 1010385 8372499 12437 9382884 CONFERENCE INCOME 611110 327251 326551 700 MEMBERSHIP INCOME 611110 159862 159862 487113 1530503 1530503 8638618 8585802 52816 52816 52816 107170 1010385 186232 -79062 -79062 MISC INCOME 900099 47539 47539 47539 11421793 533952 700 1504257 207000 207000 785315 168887 291384 325044 3886512 3075175 260744 550593 61667 42926 6627 12114 376594 270144 15990 90460 394014 295398 37715 60901 15424 15424 55613 55613 15900 15900 250730 50719 125780 74231 13018 133 12885 207046 156440 13252 37354 796073 664656 47228 84189 30287 20784 6181 3322 281908 216192 6559 59157 1100 1100 156168 143045 4965 8158 33000 21754 8348 2898 SCHOLAR & FAMILY SERVIC 208678 207161 4 1513 SCHOLAR TRANSPORTATION 109715 109715 OTHER 30140 23302 1685 5153 7915902 5673431 898599 1343872 244534 422329 2332393 3260083 7269098 2958033 258951 212784 930238 556304 301060 373934 24239370 32477139 476180 4119619 35121586 43823921 190079 398016 110297 69725 460841 4208782 761217 4676523 X 3767756 4195868 30592613 34951530 34360369 39147398 35121586 43823921 3505891 1281138 0 X 0 1 X 1 0 X 9321178 15255580 6013904 16274336 9382884 56247882 9321178 15255580 6013904 16274336 9382884 56247882 21012854 35235028 203666 1032734 1227469 675235 1530503 4669607 3000 2700 900 900 700 8200 60925689 1895870 0.57830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28311264 2242777 2515390 1144521 31924910 14908021 11320962 2570102 487821 28311264 12279944 1201509 1670081 243513 14908021 5368992 9003450 -1965587 126911 12279944 2177864 2528972 701005 38849 5368992 0.88670 0.11330 0 0 342196 183838 158358 588042 372466 215576 373934 RIGHT OF USE - OPERATING LEASE 3993410 RIGHT OF USE - FINANCING LEASE 126209 4119619 OPERATING LEASE OBLIGATIONS 4159920 FINANCING LEASE OBLIGATIONS 48862 4208782 X 12784093 1281138 2100 79062 1362300 11421793 0 11421793 7997064 2100 79062 81162 7915902 0 7915902 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT IS TO BE USED TO PROVIDE A LEVEL OF SUPPORT FOR THE ORGANIZATION AND ITS PROGRAMS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENDITURES 79,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENDITURES 79,062. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS POSTED ON THE STEPPINGSTONE WEBSITE AND AVAILABLE TO THE PUBLIC. X X X X X X 1 EFFECT COLLECTIVE 11 STURBRIDGE ROAD WELLESLEY MA 02481 FUNDRAISING COUNSEL 0 0 15900 0 15900 CT FL IL MD MA NH NJ OH OR PA RI SC VA ME NY GALA 1106345 999175 107170 107170 73821 NPEA DINNER 11210 11210 5241 1117555 1010385 107170 107170 73821 5241 186232 -79062 1 SCHOLARSHIP 34 207000 PART I, LINE 2: THE ORGANIZATION RECORDS DONOR-IMPOSED RESTRICTIONS AT THE TIME CONTRIBUTIONS AND GRANTS ARE RECEIVED. RESTRICTED FUNDS ARE MONITORED WITHIN THE ACCOUNTING SYSTEM AND THE FUNDRAISING CRM. THE FINANCE DEPARTMENT DETERMINES WHEN RESTRICTIONS HAVE BEEN SATISFIED AND UPDATES THE ACCOUNTING RECORDS ACCORDINGLY TO ENSURE FUNDS ARE USED IN ACCORDANCE WITH DONOR INTENT AND ACCURATELY REFLECTED IN FINANCIAL STATEMENTS AND REPORTS. THE FUNDRAISING DEPARTMENT PROVIDES REQUIRED ACKNOWLEDGMENTS AND REPORTS TO FUNDERS AND INDIVIDUAL DONORS IN ACCORDANCE WITH GRANT AGREEMENTS AND DONOR REQUIREMENTS. X X X 1 0 0 0 0 0 0 0 0 KELLY D GLEW PRESIDENT & CEO 212747 0 0 0 554 0 12574 0 1064 0 226939 0 0 0 KATE WOOD CAO 178626 0 0 0 126 0 11119 0 21703 0 211574 0 0 0 KERRY TIRRELL CFOO 156525 0 0 0 193 0 9973 0 22570 0 189261 0 0 0 CHRISTOPHER PARRIS CPO 134889 0 0 0 84 0 7036 0 15530 0 157539 0 0 0 PART I, LINE 4A DURING CALENDAR YEAR 2024, JANE VENTRONE RECEIVED A SEVERANCE PAYMENT OF 50,213. DORSEY GLEW DAUGHTER OF PRESIDENT & CEO 14273 RECEIVED WAGES FOR TEACHING AT STANDARD TEACHER RATE. 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER BEING REVIEWED BY MANAGEMENT, THE 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. ONCE ALL COMMENTS HAVE BEEN ADDRESSED, THE 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS. THE FINAL RETURN IS SIGNED BY THE BOARD CLERK FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION AND REFLECTED IN THE MEETING MINUTES ALONG WITH THOSE IN ATTENDANCE WHO RECEIVED AND REVIEWED THE POLICY. THE CONFLICT OF INTEREST POLICY ADDRESSES THE BOARD OF DIRECTORS AND OFFICERS' DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. IN ADDITION, THE POLICY ADDRESSES THE PROCEDURES FOR ADDRESSING SUCH CONFLICTS AND THE PROCEDURE FOR DEALING WITH ANY VIOLATIONS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 1. THE COMPENSATION FOR THE PRESIDENT OF STEPPINGSTONE FOUNDATION IS DETERMINED BY THE BOARD AND IS ESTABLISHED BASED ON COMPARABLE MARKET RATES. THERE WAS CONTEMPORANEOUS DOCUMENTATION FOR THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. 2. THE COMPENSATION FOR ALL OTHER OFFICERS OF THE ORGANIZATION IS ESTABLISHED BASED ON COMPARABLE MARKET RATES AND APPROVED BY THE BOARD OF DIRECTORS. THERE WAS CONTEMPORANEOUS DOCUMENTATION FOR THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY REQUEST.