ANOTHER STEP INC (EIN 133680851) - 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

1992

Legal Domicile

Principal Officer

JAMES SHEA

Phone

8452688200

Tax Period

2024-01-01 to 2024-12-31

ANOTHER STEP INC, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $11.5M in total revenue in fiscal year 2024.

Mission

ANOTHER STEP PARTNERS WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES TO CREATE THE LIVES THEY CHOOSE.

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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 $66,000

Program Service Revenue $11,365,269

Investment Income $53,298

Other Revenue $23,340

TOTAL REVENUE $11,507,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,124,771

Fundraising Expenses $0

Program Expenses $9,825,565

Other Expenses $3,178,866

TOTAL EXPENSES $11,303,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,507,907	$10,698,740	+0.1%
Expenses	$11,303,637	$10,630,324	+0.1%
Net Income	$204,270	$68,416	+2.0%

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

240

Volunteers

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

$322,118

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN RICH MEITROTT	EXECUTIVE DIRECTOR	50.00	Officer	$162,736	$236	$162,972
MARJORIE WATSON LEY	CONTROLLER	50.00	Officer	$128,386	$30,760	$159,146
JAMES SHEA	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACKIE FOWLER	SECRETARY	2.00	Officer Director	$0	$0	$0
CHERYL ASKEW	DIRECTOR	2.00	Director	$0	$0	$0
SHIRLEY GOEBEL CHRISTIE	DIRECTOR	2.00	Director	$0	$0	$0
JERALD A CHRISTIE	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI SPITZER	DIRECTOR	2.00	Director	$0	$0	$0
MARY ANN EDLER	DIRECTOR	2.00	Director	$0	$0	$0
VERA E HALPENNY	DIRECTOR	2.00	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
2024	$11,507,907	$11,303,637	$8,802,369	$204,270
2023	$10,698,740	$10,630,324	$8,396,457	$68,416
2022	$11,304,784	$11,415,825	$6,981,773	$-111,041
2021	$9,762,741	$9,235,177	$7,312,956	$527,564
2020	$10,291,738	$9,161,686	$7,016,244	$1,130,052
2019	$10,284,785	$9,587,689	$5,497,301	$697,096
2018	$10,478,317	$10,199,662	$4,370,302	$278,655

ANOTHER STEP INC