SERVICES TO ENHANCE POTENTIAL

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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

1972

Legal Domicile

Principal Officer

NOURAN ZOHDY

Phone

3132783040

Tax Period

2024-10-01 to 2025-09-30

SERVICES TO ENHANCE POTENTIAL, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $15.3M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO SUPPORT INDIVIDUALS IN THE PURSUIT OF THEIR CHOSEN GOALS AND THE ACHIEVEMENT OF PERSONAL SATISFACTION IN THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $7,577,486 Revenue: $7,964,138

SKILL BUILDING CONSISTS OF ACTIVITIES THAT INCREASE AN INDIVIDUAL'S SELF-SUFFICIENCY, INDEPENDENCE AND CONFIDENCE, ENGAGES THE INDIVIDUAL IN MEANINGFUL ACTIVITIES AND/OR PREPARES THEM FOR EMPLOYMENT WITHIN THE COMMUNITY. MEANINGFUL ACTIVITIES INCLUDE EDUCATION, WORK EXPERIENCE AND VOLUNTEERING. STEP PROVIDES THESE SERVICES IN A VARIETY OF SETTINGS, INCLUDING PROGRAMMING WITHIN THEIR FOUR RESOURCE CENTERS, PROGRESSIVE ART COLLECTIVE STUDIOS, CULINARY KITCHENS AND THROUGHOUT THE COMMUNITIES IN WHICH THE MEMBERS RESIDE. GOALS FOR THE SKILL BUILDING PROGRAMMING INCLUDE THE DEVELOPMENT OF SKILLS TO OBTAIN COMPETITIVE INTEGRATED EMPLOYMENT, INCREASED INDEPENDENCE AND IMPROVED QUALITY OF LIFE.

Program 2

Expenses: $3,738,568 Revenue: $2,736,868

SUPPORTED EMPLOYMENT (SE) SERVICES ARE DESIGNED TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND SEVERE AND PERSISTENT MENTAL ILLNESS (SMI) IN FINDING AND MAINTAINING MEANINGFUL EMPLOYMENT IN INTEGRATED COMMUNITY SETTINGS. THE GOAL OF SUPPORTED EMPLOYMENT SERVICES IS TO HELP INDIVIDUALS TO ACHIEVE GREATER INDEPENDENCE, SELF-SUFFICIENCY, AND INCLUSION IN THE WORKFORCE. SUPPORTED EMPLOYMENT SERVICES INCLUDE JOB DEVELOPMENT, JOB COACHING AND TRAINING, NATURAL SUPPORTS, ONGOING SUPPORT AND FOLLOW-UP, CAREER ADVANCEMENT, COMMUNITY INTEGRATION, AND COLLABORATION WITH VOCATIONAL AND COMMUNITY PARTNERS.

Program 3

Expenses: $1,735,857 Revenue: $1,571,214

THE ORGANIZATION RECEIVES FUNDING FROM THE ABILITY ONE PROGRAM TO PROVIDE COMPETITIVE EMPLOYMENT OPPORTUNITIES FOR PEOPLE WITH DISABILITIES.

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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 $1,334,002

Program Service Revenue $13,284,012

Investment Income $640,738

Other Revenue $41,273

TOTAL REVENUE $15,300,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,204,099

Fundraising Expenses $0

Program Expenses $14,326,341

Other Expenses $5,424,539

TOTAL EXPENSES $16,628,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,300,025	$16,505,476	-0.1%
Expenses	$16,628,638	$17,282,421	0.0%
Net Income	$-1,328,613	$-776,945	+0.7%

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

1106

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

$178,748

Total Directors

$33,493

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
LYNN MEYER	DIRECTOR	1.00	Director	$0	$0	$0
LISA REDICK	DIRECTOR	1.00	Director	$0	$0	$0
CERETTA WILLIS	DIRECTOR/TRAINEE	1.00	Director	$9,988	$0	$9,988
LISA VARNIER	DIRECTOR	1.00	Director	$0	$0	$0
JIM MULCAHY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT RODRIGUEZ	DIRECTOR/CASHIER	1.00	Director	$23,505	$0	$23,505
NINA RODRIGUEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
JEANNA ENGLISH	TREASURER	1.00	Officer Director	$0	$0	$0
TERRANCE REED	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KARL KOSTRZEWA	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SARA GRIVETTI	CEO	37.50	Officer	$56,402	$0	$56,402
MICHELE GARRETT-FINLEY	CFO (ENDED 03/2025)	37.50	Officer	$114,232	$8,114	$122,346
NOURAN ZOHDY	CFO	37.50	Officer	$0	$0	$0
JEFFREY BACHYNSKI	DIRECTOR OF OPERATIONS	37.50	Highest	$118,774	$13,281	$132,055
CARLA DEAN OGENE	DIR. OF EMPLOYMENT & TRAINING	37.50	Highest	$101,351	$12,474	$113,825
BRENT C MIKULSKI	FORMER CEO	37.50		$106,295	$27,076	$133,371

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	$15,300,025	$16,628,638	$18,484,148	$-1,328,613
2024	$16,505,476	$17,282,421	$20,160,685	$-776,945
2023	$18,429,938	$15,613,712	$19,969,326	$2,816,226
2022	$14,368,854	$13,661,312	$16,577,932	$707,542
2021	$13,713,254	$12,772,830	$17,804,002	$940,424
2020	$13,159,660	$13,033,431	$14,553,735	$126,229
2019	$16,208,584	$15,966,020	$14,738,947	$242,564
2018	$17,087,650	$17,057,618	$14,559,909	$30,032