THE STEPS FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

ANGELA DEJARNETTE

Phone

5712476662

Tax Period

2024-01-01 to 2024-12-31

THE STEPS FOUNDATION, founded in 2023, is a small nonprofit in the Mental Health sector that reported $584K in total revenue in fiscal year 2024. Expenses of $533K left a modest 9% surplus.

Mission

THE STEPS FOUNDATION PROVIDES FEMALE VETERANS, GOLD STAR SPOUSES, AND SOF SPOUSES WITH CURATED, TRAUMA-INFORMED RESOURCES AND SERVICES THAT FOSTER WELLNESS, CAREER TRANSITION, AND COMMUNITY CONNECTION DURING THEIR TRANSITION AWAY FROM MILITARY LIFE.

Program Service Accomplishments

Program 1

Expenses: $195,967

PHYSICAL HEALTH AND WELLNESS: NUTRITION AND FITNESS PROGRAMS MAKE HEALTHY LIVING APPROACHABLE. FAMILIES RECEIVE INDIVIDUALIZED SUPPORT TO SIMPLIFY MEALTIMES, PROVIDE MENUS FOR SPECIFIC HEALTH...

PHYSICAL HEALTH AND WELLNESS: NUTRITION AND FITNESS PROGRAMS MAKE HEALTHY LIVING APPROACHABLE. FAMILIES RECEIVE INDIVIDUALIZED SUPPORT TO SIMPLIFY MEALTIMES, PROVIDE MENUS FOR SPECIFIC HEALTH CONCERNS, REACH PERSONAL FITNESS GOALS, AND DISCOVER TOOLS TO HELP RECONNECT FAMILIES WITH THEIR OPERATOR AFTER SO MANY YEARS APART. ENDOCRINE BALANCING HELPS IDENTIFY IMBALANCES IN HORMONE LEVELS AND SPIKES IN CORTISOL LEVELS, PROVIDING SUPPLEMENTS FOR CONTINUED HEALTH AND WELLNESS AND OFFERING HOLISTIC HEALTH PROGRAMS TO REDUCE STRESS AND ANXIETY. THE FOUNDATION OFFERS VIRTUAL PELVIC FLOOR THERAPY TO HELP ADDRESS PELVIC ISSUES

Program 2

Expenses: $189,900

MENTAL HEALTH AND WELLNESS PROGRAM: THE FOUNDATION OFFERS MEDITATION AND MINDFULNESS SESSIONS, INTRODUCING TOOLS TO HELP REDUCE STRESS BY SHIFTING THE NERVOUS SYSTEM FROM THE SYMPATHETIC TO THE...

MENTAL HEALTH AND WELLNESS PROGRAM: THE FOUNDATION OFFERS MEDITATION AND MINDFULNESS SESSIONS, INTRODUCING TOOLS TO HELP REDUCE STRESS BY SHIFTING THE NERVOUS SYSTEM FROM THE SYMPATHETIC TO THE PARASYMPATHETIC. SOMATIC COACHING INCLUDES LEADING EDGE TRAUMA-INFORMED SOMATIC THERAPISTS WHO WORK WITH SPOUSES TO ADDRESS PAST TRAUMAS AND NERVOUS SYSTEM DYSREGULATION, ENABLING SPOUSES TO CLAIM A SENSE OF SAFETY, VITALITY AND EMBODIMENT BEYOND LONG HELD SURVIVAL PATTERNS.

Program 3

Expenses: $55,673

CAREER AND EDUCATION: PERFORMANCE-BASED COACHING SESSIONS, UTILIZING NEUROSCIENCE, POSITIVE PSYCHOLOGY AND STRENGTH-BASED TOOLS AND TECHNIQUES TO HELP SPOUSES GAIN CLARITY ON PURPOSE, PASSION AND...

CAREER AND EDUCATION: PERFORMANCE-BASED COACHING SESSIONS, UTILIZING NEUROSCIENCE, POSITIVE PSYCHOLOGY AND STRENGTH-BASED TOOLS AND TECHNIQUES TO HELP SPOUSES GAIN CLARITY ON PURPOSE, PASSION AND STRENGTHS. FINANCIAL READINESS EDUCATION SESSIONS AND ONE-ON-ONE FINANCIAL COUNSELING HELP SPOUSES CREATE AND IMPLEMENT A CUSTOMIZED FINANCIAL PLAN. FOR SPOUSES WHO HAVE RECENTLY RELOCATED OR ARE SEEKING A CAREER CHANGE, WE PROVIDE TAILORED SUPPORT THROUGH RESUME WRITING SERVICES AND LINKEDIN ADVISORY SESSIONS, HELPING THEM HIGHLIGHT THEIR UNIQUE SKILLS AND EXPERIENCES.

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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 $594,766

Program Service Revenue $0

Investment Income $4

Other Revenue $-11,231

TOTAL REVENUE $583,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,147

Fundraising Expenses $13,107

Program Expenses $475,874

Other Expenses $501,286

TOTAL EXPENSES $533,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$583,539	N/A	N/A
Expenses	$533,433	N/A	N/A
Net Income	$50,106	$0	N/A

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

$30,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUY ROBERT HART	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA KAUFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MAGGIE WORTHINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALYSSA GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM DEJARNETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA HART	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY LEAHY	BOARD MEMBER	1.00	Director	$0	$0	$0
CORTNEY OGLESBY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA DEJARNETTE	FOUNDER & EXECUTIVE DIRECTOR	40.00	Officer	$30,000	$0	$30,000

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	$583,539	$533,433	$59,944	$50,106