PLATINUM2023

Support The Enlisted Project

aka Support The Enlisted Project   |   San Diego, CA   |  www.teamstepusa.org

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Mission

STEP builds financial self-sufficiency among junior active duty enlisted members and recently discharged enlisted Veterans and their families facing financial crisis through counseling, education, and grants.

Ruling year info

2014

Chief Executive Officer

Mr. Tony Teravainen

Main address

9915 Businesspark Ave. Suite A

San Diego, CA 92131 USA

Show more contact info

Formerly known as

Operation Homefront San Diego

Operation Homefront Southern California - OHSoCal

EIN

20-3051279

NTEE code info

Emergency Assistance (Food, Clothing, Cash) (P60)

Food Service, Free Food Distribution Programs (K30)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

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.

Population(s) Served
Military personnel
Economically disadvantaged people
Veterans
Families

Where we work

Awards

4-Star Rating 2021

Charity Navigator

Gold Hire Vets Medallion 2020

Secretary of Labor

Our results

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

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.

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.

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.

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

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • 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

  • 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.)

  • 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.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build 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 directors
as of 09/12/2023
SOURCE: Self-reported by organization
Board chair

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

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • 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

SOURCE: Self-reported; last updated 5/7/2021

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:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person with a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability