STEP BY STEP INC (EIN 232053563) - 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

1977

Legal Domicile

Principal Officer

ERIC LINDEY

Phone

5708293477

Tax Period

2022-07-01 to 2023-06-30

STEP BY STEP INC, founded in 1977, is a mid-sized nonprofit in the Human Services sector that reported $92.9M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HOUSING, REHABILITATION, AND SUPPORT SERVICES TO INDIVIDUALS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $890,492

Program Service Revenue $91,267,174

Investment Income $574,046

Other Revenue $164,366

TOTAL REVENUE $92,896,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,384,462

Fundraising Expenses $9,330

Program Expenses $83,701,149

Other Expenses $19,501,201

TOTAL EXPENSES $90,885,663

Year-over-Year Comparison

	2022	2021	Change
Revenue	$92,896,078	$85,796,322	+0.1%
Expenses	$90,885,663	$82,727,068	+0.1%
Net Income	$2,010,415	$3,069,254	-0.3%

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

1550

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

$1,540,969

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BETH FARRELL	BOARD CHAIRPERSON	0.50	Officer Director	$0	$0	$0
ATTY JOHN ELLIS	BOARD VICE-CHAIRPERSON	0.50	Officer Director	$0	$0	$0
PAULA JUMP	BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
JAMES HAROWICZ	BOARD TREASURER	0.50	Officer Director	$0	$0	$0
DR KIM FERENCE	BOARD MEMBER	0.50	Director	$0	$0	$0
GEORGE RABLE	BOARD MEMBER	0.50	Director	$0	$0	$0
DR CINDY CHARNETSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN FRIAR	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG CHAFFEE	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT MUCCI	BOARD MEMBER	0.50	Director	$0	$0	$0
MARILYN GLOGOWSKI	BOARD MEMBER (UNTIL 9-27-22)	0.50	Director	$0	$0	$0
CORNELIA ROMANOWSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
TINA MCCARTHY	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIC LINDEY	PRESIDENT/CEO	49.50	Officer	$296,207	$59,166	$355,373
LESLEY COREY	EXEC VP OF OPERATIONS/COO	50.00	Officer	$188,415	$29,808	$218,223
SUSANNE O'DONNELL	VP OF FINANCE	49.50	Officer	$157,285	$37,346	$194,631
KEVIN FRIEL FLS LLC	CFO	24.50	Officer	$0	$0	$0
JACQUELINE SHARIFI	VP OF HUMAN RESOURCES(UNTIL 8-22-22)	50.00	Officer	$179,590	$9,533	$189,123
JUSTIN HYMON	SR. VP OF OPERATIONS	50.00	Officer	$136,668	$4,860	$141,528
JANET ROMERO	VP OF OPERATIONS	50.00	Officer	$112,156	$30,020	$142,176
DENISE CAVENAUGH	VP OF OPERATIONS	50.00	Officer	$103,706	$32,079	$135,785
MARGARET LUKASZEWSKI	VP OF OPERATIONS	50.00	Officer	$96,619	$23,076	$119,695
BETH PUCHALSKY	VP OF OPERATIONS	50.00	Officer	$44,435	$0	$44,435
LYNN MILLER STARTED 1323	VP OF PROGRAM & BUSINESS DEVELOPMENT	50.00	Officer	$0	$0	$0
KRISTA RUBINO	BEHAVIOR CONSULTANT	50.00	Highest	$169,020	$15,005	$184,025
COLLEEN HIMMELWRIGHT	NURSE	50.00	Highest	$148,315	$29,135	$177,450
ROLI EDUNEJU	DIRECT SUPPORT STAFF	50.00	Highest	$110,484	$9,200	$119,684
ADRIAN SQUARE	ID PROGRAM SUPERVISOR	50.00	Highest	$108,603	$16,604	$125,207
CHINEDU UMEODUAGU	DIRECT SUPPORT STAFF LEAD	50.00	Highest	$106,982	$4,047	$111,029
JAMES BOBECK	FORMER PRESIDENT/CEO	0.00		$134,285	$0	$134,285
MICHAEL KASENCHAK	FORMER VP OF FINANCE/CFO	0.00		$115,000	$0	$115,000
MICHAEL BERNATOVICH	FORMER INTERIM PRESIDENT/COO	0.00		$102,700	$0	$102,700

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	No data	No data	No data	No data
2023	$92,896,078	$90,885,663	$45,541,831	$2,010,415
2022	$85,796,322	$82,727,068	$42,280,342	$3,069,254
2021	$77,394,755	$75,931,309	$34,766,610	$1,463,446
2020	$77,102,183	$74,771,583	$35,199,527	$2,330,600
2019	$73,765,793	$71,733,189	$30,517,179	$2,032,604
2018	$68,651,215	$67,430,379	$26,224,158	$1,220,836

STEP BY STEP INC