Life Steps Foundation SoCal Adult Services (EIN 262906354) - 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

2008

Legal Domicile

Principal Officer

Awi Ramli

Phone

3104108190

Tax Period

2021-07-01 to 2022-02-28

Life Steps Foundation SoCal Adult Services, founded in 2008, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2021. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $3.0M left a modest 3% surplus.

Mission

Provides independent living skills instruction to help adults with disabilities live more independently in their communities.

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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 (2021)

Revenue Breakdown

Contributions & Grants $20,476

Program Service Revenue $3,047,366

Investment Income $0

Other Revenue $2,891

TOTAL REVENUE $3,070,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,109,233

Fundraising Expenses $47,568

Program Expenses $2,615,878

Other Expenses $858,434

TOTAL EXPENSES $2,967,667

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,070,733	$5,148,377	-0.4%
Expenses	$2,967,667	$4,798,286	-0.4%
Net Income	$103,066	$350,091	-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

113

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Chang	CEO	001.00	Officer Director	$0	$0	$0
Eugene Boykins	President	001.00	Officer Director	$0	$0	$0
Benel Se-Liban	Secretary	001.00	Officer Director	$0	$0	$0
Dominic F Fattore	Treasurer	001.00	Officer Director	$0	$0	$0
Pauline Arneberg	Board Member	001.00	Director	$0	$0	$0
Susan Atkins	Board Member	001.00	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
2022	$3,070,733	$2,967,667	No data	$103,066
2021	$5,148,377	$4,798,286	$1,876,148	$350,091
2020	$5,052,895	$4,820,796	$2,093,604	$232,099
2019	$4,757,299	$4,597,281	$1,209,011	$160,018
2018	$3,933,530	$3,874,014	$981,715	$59,516

Life Steps Foundation SoCal Adult Services