STEPS TO WELLNESS INC (EIN 364890533) - 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

2018

Legal Domicile

Principal Officer

Shirley Woolfolk

Phone

2163746245

Tax Period

2020-01-01 to 2020-12-31

STEPS TO WELLNESS INC, founded in 2018, is a micro nonprofit in the Mental Health sector that reported $24K in total revenue in fiscal year 2020. The organization ran a surplus of $20K, a strong 81% operating margin.

Mission

Steps to Wellness is an outpatient drug and alcohol treatment center whose primary mission is to assist clients who are suffering from the disease of addiction with a holistic approach. The goal of treatment is to engage, to empower, to enrich, and also to promote wellness for the lives of the clients that we serve. To promote the improvement of the overall quality of life and relapse prevention, by the use of cognitive behavioral therapy, dialectic behavior therapy, motivational interviewing, 12-Step Facilitation, and the use of spirituality to fit the need of the client.

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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 (2020)

Revenue Breakdown

Contributions & Grants $24,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $24,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,200

TOTAL EXPENSES $4,700

Year-over-Year Comparison

	2020	2019	Change
Revenue	$24,500	$24,500	N/A
Expenses	$4,700	$2,500	+0.9%
Net Income	$19,800	$22,000	-0.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shirley Woolfolk	CEO	40	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
2020	$24,500	$4,700	$19,800	$19,800

STEPS TO WELLNESS INC