MIAMI, FL
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)STEP MIAMI BRANCH INC, founded in 2000, is a small nonprofit in the Education sector that reported $555K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $537K left a modest 3% surplus.
THE STEP MIAMI BRANCH PROVIDES MEMBERS WITH A LOCAL, NATIONAL AND INTERNATIONAL LEARNING AND BUISNESS NETWORK FOCUSING ON THE RESPONSIBLE STEWARDSHIP OF ASSETS. STEP PROVIDES EDUCATION, TRAINING AND REPRESENTATION FOR MEMBERS.
MEMBERS RECEIVED THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. DURING THE...
MEMBERS RECEIVED THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. DURING THE FISCAL YEAR ENDING MARCH 31, 2025, THE BRANCH HELD 9 EVENTS, EITHER WEBINARS OR IN-PERSON LUNCHEONS WITH AN AVERAGE OF 89 ATTENDEES. THE BRANCH ALSO HELD AN IN-PERSON ANNUAL SUMMIT IN OCTOBER 2024 WITH 430 ATTENDEES, INCLUDING MEMBERS AND NON-MEMBERS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $554,905 | $440,755 | +0.3% |
| Expenses | $537,371 | $522,880 | +0.0% |
| Net Income | $17,534 | $-82,125 | -1.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| SARAH JACOBSON | BRANCH COMMITTEE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MADELAYNE CORDERO | BRANCH CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| MEGAN E CAMPOS | BRANCH TREASURER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANABELLA MURILLO | BRANCH VICE-CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MARIA M TOLEDO | EDI OFFICER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| ARTHUR J DICHTER | EVENTS OFFICER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| OSCAR GUERRA | MEMBERSHIP OFFICER | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN-MICHAEL LENAHAN | PROGRAM OFFICER | 1.00 |
Director
|
$0 | $0 | $0 |
| PATRICIA CARRAL | SECRETARY | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN HARRIS | SPONSORSHIP OFFICER | 1.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER WIONCEK | STUDENT LIAISON OFFICER | 1.00 |
Director
|
$0 | $0 | $0 |
| MARIAN ANCHETA | BRANCH COMMITTEE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SHAWN WOLF | BRANCH COMMITTEE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $554,905 | $537,371 | $145,870 | $17,534 |
| 2024 | $440,755 | $522,880 | $127,171 | $-82,125 |
| 2023 | $498,213 | $433,166 | $257,227 | $65,047 |
| 2022 | $37,860 | $114,506 | $585,850 | $-76,646 |
| 2021 | $28,500 | $73,886 | $463,635 | $-45,386 |
| 2020 | $393,217 | $321,637 | $490,450 | $71,580 |
| 2019 | $325,352 | $251,372 | $542,408 | $73,980 |
Compare STEP MIAMI BRANCH INC with other nonprofits in Florida and across the country.