STEP (EIN 411228493) - 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

1973

Legal Domicile

Principal Officer

KEN CHRISTENSEN

Phone

3205946423

Tax Period

2024-01-01 to 2024-12-31

STEP, founded in 1973, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $331K, a strong 15% operating margin.

Mission

TO PROVIDE TRAINING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.

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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 $261,850

Program Service Revenue $1,994,673

Investment Income $22,346

Other Revenue $-100,137

TOTAL REVENUE $2,178,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,382,316

Fundraising Expenses $0

Program Expenses $1,539,971

Other Expenses $465,019

TOTAL EXPENSES $1,847,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,178,732	$1,911,167	+0.1%
Expenses	$1,847,335	$1,655,188	+0.1%
Net Income	$331,397	$255,979	+0.3%

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
BRUCE BENTZ	DIRECTOR	1.00	Director	$0	$0	$0
GARY BENTZ	DIRECTOR	1.00	Director	$0	$0	$0
JEAN BENTZ	DIRECTOR	1.00	Director	$0	$0	$0
RENAE BUHL	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM BUHL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEN CHRISTENSEN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CHERYL HAGEN	DIRECTOR	1.00	Director	$0	$0	$0
PHIL MCCOY	DIRECTOR	1.00	Director	$0	$0	$0
JANET REINING	DIRECTOR	1.00	Director	$0	$0	$0
HILARY TUMBERG	DIRECTOR	1.00	Director	$0	$0	$0
FRANZ VANCURA	TREASURER	1.00	Officer 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	$2,178,732	$1,847,335	$1,860,927	$331,397
2023	$1,911,167	$1,655,188	$1,464,684	$255,979
2022	$1,766,923	$1,491,292	$1,255,025	$275,631
2021	$1,730,643	$1,304,495	$936,398	$426,148
2020	$948,177	$964,080	$634,009	$-15,903
2019	$1,274,625	$1,272,909	$557,359	$1,716
2018	$1,211,188	$1,235,593	$482,210	$-24,405

STEP