STEP-UP INCORPORATED (EIN 352145743) - 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

2002

Legal Domicile

Principal Officer

MICHAEL MARTIN DRAIN

Phone

3172597013

Tax Period

2023-01-01 to 2023-12-31

STEP-UP INCORPORATED, founded in 2002, is a community nonprofit in the Diseases & Disorders sector that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

WE PROVIDE COMPREHENSIVE CARE AND RESOURCES FOR WELLNESS WITH DIGNITY AND INCLUSIVITY.

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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 $3,480,412

Program Service Revenue $0

Investment Income $14,747

Other Revenue $12,525

TOTAL REVENUE $3,507,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,406,003

Fundraising Expenses $0

Program Expenses $3,429,399

Other Expenses $1,164,350

TOTAL EXPENSES $3,570,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,507,684	$2,954,949	+0.2%
Expenses	$3,570,353	$2,973,517	+0.2%
Net Income	$-62,669	$-18,568	+2.4%

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

$37,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD FARMER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RANDOLPH	VICE CHAIRMAN/SECRETARY	2.00	Officer Director	$0	$0	$0
ERIC DAVID	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JON MARKEE	TREASURER	2.00	Officer Director	$0	$0	$0
BRYN JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MARTIN DRAIN	EXECUTIVE DIRECTOR	40.00	Officer	$37,139	$0	$37,139

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	$3,507,684	$3,570,353	$1,765,677	$-62,669
2022	$2,954,949	$2,973,517	$1,707,978	$-18,568
2021	$2,650,736	$2,598,209	$1,236,422	$52,527
2020	$2,237,093	$2,346,801	$1,259,832	$-109,708
2019	$2,347,295	$2,087,948	$1,302,319	$259,347
2018	$2,059,938	$1,926,534	$953,254	$133,404

STEP-UP INCORPORATED