TAKE THE NEXT STEP

EIN: 203291700 501(c)(3) Human Services

MONROE, WA

Total Revenue
$1,171,696
Total Expenses
$1,058,134
Total Assets
$581,356
Net Assets
$549,538
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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)

Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
WA
Principal Officer
SARAH MORGAN
Phone
3607941022
Tax Period
2024-01-01 to 2024-12-31

TAKE THE NEXT STEP, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 10% surplus.

Mission

TAKE THE NEXT STEP (TTNS) IS A GRASS-ROOTS, FAITH-BASED, NONPROFIT ORGANIZATION WHOSE MISSION IS TO OFFER FRIENDSHIP, HELP, AND HOPE TO OUR NEIGHBORS IN NEED.

Program Service Accomplishments

Program 1
Expenses: $777,964 Revenue: $10,149

FAMILY RESOURCE CENTER: PARTICIPANTS/CLIENTS RECEIVE IMMEDIATE AND ON-GOING ASSISTANCE TO MEET THEIR CURRENT AND FUTURE NEEDS WITH ITEMS AND SUPPORT SUCH AS EMERGENCY FOOD, TRANSPORTATION, COLD...

Read more

FAMILY RESOURCE CENTER: PARTICIPANTS/CLIENTS RECEIVE IMMEDIATE AND ON-GOING ASSISTANCE TO MEET THEIR CURRENT AND FUTURE NEEDS WITH ITEMS AND SUPPORT SUCH AS EMERGENCY FOOD, TRANSPORTATION, COLD WEATHER GEAR, AND SHELTER ITEMS LIKE TENTS AND SLEEPING BAGS, HYGIENE ITEMS, DIAPERS AND WIPES, AND MORE. RESOURCE NAVIGATORS WALK ALONGSIDE INDIVIDUALS AND FAMILIES TO CONNECT THEM TO HOUSING AND EMPLOYMENT RESOURCES, ACCESS TO ADDICTION AND MENTAL HEALTH SERVICES, LEGAL SUPPORT AND OTHER RESOURCES AS THE NEEDS ARISE.

Program 2
Expenses: $84,557

KIDZ CLUB AFTER SCHOOL PROGRAM: KIDZ CLUB AFTER SCHOOL PROGRAM RE-STARTED IN 2023 WITH 45 STUDENTS REGISTERED IN OUR TUESDAY/THURSDAY PROGRAM, AND 56 STUDENTS REGISTERED IN THE FALL OF OUR 2024-2025...

Read more

KIDZ CLUB AFTER SCHOOL PROGRAM: KIDZ CLUB AFTER SCHOOL PROGRAM RE-STARTED IN 2023 WITH 45 STUDENTS REGISTERED IN OUR TUESDAY/THURSDAY PROGRAM, AND 56 STUDENTS REGISTERED IN THE FALL OF OUR 2024-2025 SCHOOL YEAR. STUDENTS ARE GROUPED WITH SAME GRADE STUDENTS AND LED BY CONSISTENT VOLUNTEERS (ADULT AND MIDDLE/HIGH SCHOOL) TO SUPPORT THEIR ACADEMIC GROWTH AS WELL AS THEIR SOCIAL AND EMOTIONAL LEARNING. WE IMPLEMENT THE PROTECTIVE FACTORS INTO OUR PROGRAM MODEL AND LOVE SEEING THE CHILDREN REACH FOR MORE LEARNING AND GROWTH OPPORTUNITIES.

Program 3
Expenses: $43,962

UNHOUSED OUTREACH WAS A SHIFT FROM OUR PREVIOUS (PRE-COVID) DROP-IN CENTER MODEL AND IT WAS SO SUCCESSFUL THROUGHOUT THE PANDEMIC, IT REMAINS ITS OWN PROGRAM NOW. THREE TIMES A WEEK, WE LOAD UP OUR...

Read more

UNHOUSED OUTREACH WAS A SHIFT FROM OUR PREVIOUS (PRE-COVID) DROP-IN CENTER MODEL AND IT WAS SO SUCCESSFUL THROUGHOUT THE PANDEMIC, IT REMAINS ITS OWN PROGRAM NOW. THREE TIMES A WEEK, WE LOAD UP OUR VAN WITH FOOD, HYGIENE SUPPLIES, CLOTHING AND SUPPLIES AND DRIVE THROUGHOUT OUR COMMUNITY TO ENSURE OUR HOMELESS NEIGHBORS ARE SAFE AND WELL. VOLUNTEERS PREPARE AND FILL BIG GROCERY BAGS OF HEALTHY, NO-COOK FOOD AND OTHER SUPPLIES. OUR PROGRAM DIRECTOR HAS MOBILE VISITS AND IS ABLE TO SUPPORT MANY DIVERSE NEEDS SUCH AS TRANSPORTATION, PHONE ASSISTANCE, SHELTER, MENTAL HEALTH, SUBSTANCE USE SUPPORT AND SO MUCH MORE.

🔒

Trantor Score

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)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,161,034
Program Service Revenue $10,149
Investment Income $513
Other Revenue $0
TOTAL REVENUE $1,171,696

Expense Breakdown

Grants Paid $362,265
Salaries & Benefits $450,349
Fundraising Expenses $32,379
Program Expenses $954,974
Other Expenses $245,520
TOTAL EXPENSES $1,058,134

Year-over-Year Comparison

2024 2023 Change
Revenue $1,171,696 $1,072,153 +0.1%
Expenses $1,058,134 $981,115 +0.1%
Net Income $113,562 $91,038 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Governance

Voting Members
7
Independent Members
7
Employees
13
Volunteers
300

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
6
$112,078
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHIL SPIRITO BOARD CHAIR THROUGH FEB 2024 2.00
Officer Director
$0 $0 $0
MELANIE LOCKHART INTERIM BOARD CHAIR 2.00
Officer Director
$0 $0 $0
PAUL RYAN BOARD SECRETARY 2.00
Officer Director
$0 $0 $0
MARCI SCOTT-WEIS BOARD MEMBER 2.00
Director
$0 $0 $0
JUNELLE LEWIS BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK VAUGHN BOARD MEMBER 1.00
Director
$0 $0 $0
RACHEL GOUGH BOARD MEMBER 1.00
Director
$0 $0 $0
ALEX PALOMARES BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH MORGAN CO-EXECUTIVE DIRECTOR 35.00
Officer
$61,675 $0 $61,675
SARAH LUNSTRUM CO-EXECUTIVE DIRECTOR 28.00
Officer
$50,403 $0 $50,403
LARON OLSON TREASURER 1.00
Officer
$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 No data No data No data No data
2024 $1,171,696 $1,058,134 $581,356 $113,562
2023 $1,072,153 $981,115 $468,173 $91,038
2022 $888,598 $822,388 $348,269 $66,210
2021 $783,067 $780,814 $287,036 $2,253
2020 $929,115 $779,337 $334,459 $149,778
2019 $550,333 $575,326 $137,854 $-24,993
2018 $529,301 $508,545 $174,678 $20,756
Explore More Nonprofits
Top 100 Nonprofits in Washington Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare TAKE THE NEXT STEP with other nonprofits in Washington and across the country.