Steppingstone Center For The Potentially Gifted (EIN 382377598) - 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

1981

Legal Domicile

Principal Officer

MICHELLE BELT

Phone

2489578200

Tax Period

2023-09-01 to 2024-08-31

Steppingstone Center For The Potentially Gifted, founded in 1981, is a small nonprofit in the Education sector that reported $304K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $280K left a modest 8% surplus.

Mission

ELEMENTARY EDUCATION

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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 $50,480

Program Service Revenue $216,347

Investment Income $0

Other Revenue $36,787

TOTAL REVENUE $303,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,312

Fundraising Expenses $26,765

Program Expenses $218,224

Other Expenses $128,115

TOTAL EXPENSES $280,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$303,614	$328,213	-0.1%
Expenses	$280,427	$253,624	+0.1%
Net Income	$23,187	$74,589	-0.7%

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

N/A

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
MICHELLE BELT	President	4.00	Officer Director	$0	$0	$0
CHRISTOPHER ISBERG	Vice President	4.00	Officer Director	$0	$0	$0
DONNA COFFIN	Vice President	4.00	Officer Director	$0	$0	$0
ANTHONY BONANNI	Secretary	4.00	Officer Director	$0	$0	$0
RICH NIEMISTO	Treasurer	4.00	Officer Director	$0	$0	$0
JORGE CONTRERAS	Trustee	2.00	Director	$0	$0	$0
FRANCES ELDIS	Trustee	2.00	Director	$0	$0	$0
JOYCE LI	Trustee	2.00	Director	$0	$0	$0
YONG HWA SON	Trustee	2.00	Director	$0	$0	$0
GOPAL PADINJARUVEETIL	Trustee	2.00	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	$303,614	$280,427	$282,041	$23,187
2023	$328,213	$253,624	$356,145	$74,589
2022	$233,021	$202,511	$354,713	$30,510
2021	$102,191	$190,630	$261,744	$-88,439
2020	$148,243	$146,845	$249,583	$1,398
2019	$-132,647	$203,441	$170,906	$-336,088
2018	$216,603	$288,253	$2,060,552	$-71,650

Steppingstone Center For The Potentially Gifted