Support The Enlisted Project
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Programs and results
What we aim to solve
Imagine you are a military family transferred to San Diego, one of the most expensive cities in the United States. Your salary for a family of four is considered below the HUD low-income level. As you live paycheck to paycheck, your spouse weighs going back to work versus childcare costs, and one major car repair could put your finances in serious trouble.
This is not an abnormal scenario for the 110,000 junior enlisted services members (E1-E6) and their families in Southern California. Per the Blue Star Families 2017 Military Family Lifestyle Survey, 46% of military families identified spouse under/unemployment as a top obstacle to financial security since 51% of military spouses earn less than $20k a year, and the average military family has less than $5k in savings. Roughly 60% are living on a single, low-income salary in a high-cost living environment, with 30% of those families participating in food assistance programs.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Emergency Financial Assistance
STEP’s mission is to ensure every military and veteran family that comes through our doors does not experience the loss of a basic need, like housing or food, and becomes financially self-sufficient. We developed our Emergency Financial Assistance (EFA) program to accomplish this goal.
Our EFA program, which works with approximately 100 families per month, focuses on crisis avoidance and assuring basic needs are retained during their crisis as we bridge them to financial self-sufficiency. Using evidence-based social work practices and change management processes through one-on-one counseling with our caseworkers to empower our families to improve their financial culture by providing financial budget and debt reduction plan with one of our caseworkers.
Where we work
Awards
4-Star Rating 2021
Charity Navigator
Gold Hire Vets Medallion 2020
Secretary of Labor
Videos
Our results
How does this organization measure their results? It's a hard question but an important one.
Number of clients served
This metric is no longer tracked.Totals By Year
Population(s) Served
Veterans, Military personnel
Related Program
Emergency Financial Assistance
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Context Notes
Generalized based on survey results
Number of clients who self-report increased skills/knowledge after educational program/intervention
This metric is no longer tracked.Totals By Year
Population(s) Served
Military personnel, Veterans
Related Program
Emergency Financial Assistance
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Increasing
Context Notes
Generalized based on survey results
Number of participants who would recommend program to others
This metric is no longer tracked.Totals By Year
Population(s) Served
Military personnel, Veterans
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Increasing
Context Notes
Generalized based on survey results
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
To support our military families, we offer programs designed to stop the imminent loss of a basic need, like an eviction or car repossession, and provide the education and skills needed to pave a path to financial self-sufficiency. Our primary program, Emergency Financial Assistance, coupled with secondary programs geared at offsetting or alleviating expenses, allow us to successfully help these military and veteran families in crisis.
From reducing overall stress within the family, to developing an unique, individualized, client-specific debt reduction plan, families are given the tools needed to succeed. But they too must invest in their prosperity. They must be willing to put their financial lives on the table, ask for help, change negative habits, and make the necessary sacrifices to improve their financial futures. They are ultimately responsible; STEP exists to ensure they are empowered to continue their path to financial self-sufficiency.
Our mission and passion to support our military families extends beyond our EFA program, to partnerships with fellow agencies like 211 Courage to Call. On a quarterly basis, host 211's food pantry at our warehouse to help families alleviate expenses as they work toward financial self-sufficiency. Families take the essential items from the warehouse, at no expense, while helping themselves to food from 211's pantry. We also take our Warehouse on Wheels to military bases throughout Southern California to ensure families have access to essential items. Our monthly Financial Freedom Seminars at our San Diego office educate families about financial literacy. They learn the skills needed to live within their means, which helps prevent future crisis from occurring.
What are the organization's key strategies for making this happen?
STEP has a functional strategy that is three-fold. First, we must continue to make the public aware STEP exist. STEP has embarked on a communications strategy to build brand awareness. The goal of this is to increase its individual donor base and client base. Second, STEP is working to retain its current award-winning financial ratios which represent the strictest of financial controls, transparency and fiduciary responsibility. Third, STEP is working to increase its' morale and in-kind program to be able to reach and provide value to an even larger client base of military families and veterans in the Southern California region.
What are the organization's capabilities for doing this?
STEPs' services are unique and unduplicated. STEP is the only agency regionally that provides services to ensure the basic needs of our junior military families are met on a timely basis, with a long term focus on helping the families become financially self-sufficient utilizing social work theory and practices. With that social work theory comes our Vice President with over 30 years of experience and her staff of qualified volunteer case workers and master and PhD. students.
We will achieve our budget by using multifaceted revenue-generating strategies to cultivate and retain existing donors, utilize tools to advance our development efforts and build processes to improve the effectiveness and efficiency of our development activities.
We will increase our morale and in kind programs by continuing to build and strength the relationships that we have with our communities partners that supports STEP and each of it's programs.
What have they accomplished so far and what's next?
STEP has illustrated improvement in all areas across this last Fiscal Year. STEP has worked hard to manage its financial ratios and hold its administrative costs to a minimum.
As for our accomplishments here are a few:
• STEP accomplishes all it does, while only employing 7 employees
• STEP has an Impactful and Dedicated team and over 60 regular and committed volunteers
• STEP was named “The City of Oceanside's 2015 Non-Profit Veteran Organization of the Year"
• STEP was presented with “The Breaking Away Award of Excellence" sponsored by Torrey Pines
• STEP has received “Certificates of Special Congressional Recognition" In honor of consistent and loyal support to the dedicated community of veterans in San Diego
• STEP is honored to be a beneficiary for the Farmers Insurance Open; Champions for Youth Program 2016 and 2017
• STEP was an honored beneficiary for Rancho Santa Fe Rotary's Taste of the Ranch event in 2015
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.)
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What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback, It is difficult to get honest feedback from the people we serve, It is difficult to identify actionable feedback
Financials
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
SubscribeBuild relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.
- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
- Compare nonprofit financials to similar organizations
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
Connect with nonprofit leaders
SubscribeBuild relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.
- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
- Compare nonprofit financials to similar organizations
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
Support The Enlisted Project
Board of directorsas of 09/12/2023
Mr. Bill Boggs
Pence Wealth Management
Term: 2022 - 2024
Terry Magee
Magee Enterprises
Lonnie Moore
Retired, CPT, USA
Greg Jackey
Jackey/Robinson Group
Wessal Khader
ListReports
Michael Freeman
WD-40 Corp.
Laura Galinson
LJ Galinson Advised Funds
Ken Garber
Del Ray Systems & Technology
John Farnam
Foundational Leadership Team
David Schnell
Genasys, Inc.
Margaret "Peg" Millson
HR Consultant
Jenni Nesbit
Tom Egan
Point Loma Nazarene University
James Carmody
Synergy One Lending
Mike Evans
Columbia Bank
Devie Gatica
U.S. Bank
Curt Jones
Tyto Athene
Brian Epperson
Target River
John Paul La Bruzzo
USN (ret.)
Deborah Loeffler
Retired
Laura White Ludvik
USS Midway Foundation
Jeff Simons
Simons Consulting
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as: