STEPPINGSTONE REALTY HOLDINGS INC (EIN 043410322) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DANIEL ABRAHAM

Phone

5086742788

Tax Period

2024-07-01 to 2025-06-30

STEPPINGSTONE REALTY HOLDINGS INC, founded in 1997, is a small nonprofit that reported $491K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 21% operating margin.

Mission

HOLD TITLE TO REAL ESTATE OF 501(C)(3) CORPORATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $28,131

Program Service Revenue $0

Investment Income $22,827

Other Revenue $439,842

TOTAL REVENUE $490,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $389,940

TOTAL EXPENSES $389,940

Year-over-Year Comparison

	2024	2023	Change
Revenue	$490,800	$440,700	+0.1%
Expenses	$389,940	$404,578	0.0%
Net Income	$100,860	$36,122	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN SCHEDLER-CLARK	EXECUTIVE DIRECTOR/CLERK	0.10	Officer Director	$0	$0	$0
THOMAS PASTERNAK	DIRECTOR	0.10	Director	$0	$0	$0
DANIEL ABRAHAM	PRESIDENT	0.10	Officer Director	$0	$0	$0
MICHELLE MARCOS	TREASURER	0.10	Officer Director	$0	$0	$0
DEIDRE FOUNTAIN	DIRECTOR	0.10	Director	$0	$0	$0
DELFINA LARANJO	DIRECTOR	0.10	Director	$0	$0	$0
JOANN BENTLEY	DIRECTOR	0.10	Director	$0	$0	$0
GREG CLARKIN	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$490,800	$389,940	$5,301,685	$100,860
2024	$440,700	$404,578	$5,545,039	$36,122
2023	No data	No data	$5,047,557	No data
2022	No data	No data	$5,096,023	No data
2021	No data	No data	$5,040,721	No data
2020	No data	No data	$5,068,848	No data
2019	No data	No data	$4,714,654	No data
2018	No data	No data	$4,843,302	No data

STEPPINGSTONE REALTY HOLDINGS INC