STEP FORWARD (EIN 340965350) - 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

1964

Legal Domicile

Principal Officer

JACKLYN CHISHOLM

Phone

2166969077

Tax Period

2024-02-01 to 2025-01-31

STEP FORWARD, founded in 1964, is a mid-sized nonprofit in the Human Services sector that reported $44.2M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

TO AID IN ELIMINATING POVERTY IN CUYAHOGA COUNTY, OHIO.

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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 $43,713,625

Program Service Revenue $473,489

Investment Income $0

Other Revenue $40,853

TOTAL REVENUE $44,227,967

Expense Breakdown

Grants Paid $4,976,870

Salaries & Benefits $25,448,261

Fundraising Expenses $36,134

Program Expenses $39,157,931

Other Expenses $13,388,944

TOTAL EXPENSES $43,814,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,227,967	$53,256,619	-0.2%
Expenses	$43,814,075	$54,010,201	-0.2%
Net Income	$413,892	$-753,582	-1.5%

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

437

Volunteers

1192

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

$463,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARESE PURNELL	CHAIR	1.00	Officer Director	$0	$0	$0
JUDGE MICHAEL J RYAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CECIL LEE	TREASURER	1.00	Officer Director	$0	$0	$0
EUGENIA CASH-KIRKLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
CASSANDRA BROWN-COLLIER	BOARD MEMBER (TERMED SEPTEMBER)	1.00	Director	$0	$0	$0
MICHELLE CURRY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEIDRA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
YOMARIE GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER KELLY	BOARD MEMBER (TERMED NOVEMBER)	1.00	Director	$0	$0	$0
KIRA KEWKO	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIKO LEWIS-HARPER	BOARD MEMBER (TERMED AUGUST)	1.00	Director	$0	$0	$0
ASHLEY MILES	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MOORE	BOARD MEMBER (TERMED DECEMBER)	1.00	Director	$0	$0	$0
ANTHONY PEEBLES	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY PRIMM	BOARD MEMBER (TERMED AUGUST)	1.00	Director	$0	$0	$0
ADAM ROTH	BOARD MEMBER	1.00	Director	$0	$0	$0
MILES SENIOR	BOARD MEMBER	1.00	Director	$0	$0	$0
QIANNA TIDMORE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERELLE L TUCKER	BOARD MEMBER (TERMED DECEMBER)	1.00	Director	$0	$0	$0
JOYCE WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKLYN CHISHOLM	PRESIDENT & CEO	40.00	Officer	$215,719	$38,024	$253,743
DEREK CLUSE	CHIEF FINANCIAL OFFICER	40.00	Officer	$166,757	$43,352	$210,109
DR THEA WILSON	VP OF CHILDREN & FAMILIES	40.00	Highest	$186,388	$35,391	$221,779
MADELINE CORCHADO	VP OF HUMAN RESOURCES	40.00	Highest	$178,483	$31,484	$209,967
JACQUELINE BOEHNLEIN	VP OF COMMUNITY SERVICES	40.00	Highest	$169,269	$32,507	$201,776
DOUGLAS BENNETT	VP OF EXTERNAL AFFAIRS	40.00	Highest	$155,278	$22,033	$177,311
CHERYL ROSS APPLINE	SENIOR DIRECTOR, PLANNING	40.00	Highest	$137,573	$41,167	$178,740

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	$44,227,967	$43,814,075	$26,376,352	$413,892
2024	$53,256,619	$54,010,201	$22,778,842	$-753,582
2023	$69,715,341	$69,631,923	$27,745,416	$83,418
2022	$54,230,994	$54,908,720	$18,985,030	$-677,726
2021	$42,522,663	$41,537,145	$13,186,804	$985,518
2020	$34,819,536	$35,067,166	$8,893,851	$-247,630
2019	$32,080,182	$32,681,083	$9,212,274	$-600,901

STEP FORWARD