BEST STEP FORWARD (EIN 330839349) - 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

1999

Legal Domicile

Principal Officer

JACKIE RIDDELL

Phone

4423229419

Tax Period

2023-01-01 to 2023-12-31

BEST STEP FORWARD, founded in 1999, is a small nonprofit in the Human Services sector that reported $502K in total revenue in fiscal year 2023. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 18% operating margin.

Mission

TO PROVIDE A COMMON MEETING GROUND FOR POLICE, CITIZENS AND YOUTH OF CALIPATRIA IN THE AREA OF SPORTS, EDUCATIONAL, AND RECREATIONAL ACTIVITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $395,610

Program Service Revenue $0

Investment Income $11

Other Revenue $106,787

TOTAL REVENUE $502,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $194,852

Fundraising Expenses $0

Program Expenses $82,687

Other Expenses $219,419

TOTAL EXPENSES $414,271

Year-over-Year Comparison

	2023	2022	Change
Revenue	$502,408	$180,331	+1.8%
Expenses	$414,271	$190,194	+1.2%
Net Income	$88,137	$-9,863	-9.9%

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

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

$77,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE B RIDDELL	PRESIDENT	60.00	Officer	$67,190	$0	$67,190
YVETTE GONZALEZ	SECRETARY	3.00	Officer	$4,357	$0	$4,357
PAMELA ORTEGA	TREASURER	5.00	Officer	$5,523	$0	$5,523
HAYLEE CERVANTES	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
KIMBERLY MAYA	COMMITTEE MEMBER	1.00	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	No data	No data	No data	No data
2023	$502,408	$414,271	$168,096	$88,137

BEST STEP FORWARD