STEPSTONE ACADEMY (EIN 454870208) - 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

2012

Legal Domicile

Principal Officer

C David Massa

Phone

4402606400

Tax Period

2024-07-01 to 2025-06-30

STEPSTONE ACADEMY, founded in 2012, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. The organization ran a surplus of $769K, a strong 21% operating margin.

Mission

The mission of the school is to provide the highest quality education for students that fosters lifelong learning and prepares students to graduate from college and become productive, involved citizens.

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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 $3,744,139

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,744,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,559,541

Fundraising Expenses $0

Program Expenses $2,894,209

Other Expenses $1,416,027

TOTAL EXPENSES $2,975,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,744,139	$3,824,051	0.0%
Expenses	$2,975,568	$2,785,917	+0.1%
Net Income	$768,571	$1,038,134	-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

N/A

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
Jeff Thompson	Board President	2.0	Director	$0	$0	$0
Natalie Bata	Board Member	1.0	Director	$0	$0	$0
Chris Arnold	Board Secretary	1.0	Director	$0	$0	$0
Tiffany Collins	Board Member	1.0	Director	$0	$0	$0
Michael Wear	Board Member	1.0	Director	$0	$0	$0
Dr Jimmie Gray	Board Vice President	1.0	Director	$0	$0	$0
Jennifer Ollis-Roth	Board Member	1.0	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
2025	$3,744,139	$2,975,568	$3,393,905	$768,571
2024	$3,824,051	$2,785,917	$2,704,147	$1,038,134
2023	$3,585,592	$2,717,959	$2,806,017	$867,633
2022	$3,180,213	$2,212,443	$2,989,897	$967,770
2021	$2,544,012	$2,133,711	$895,230	$410,301
2020	$1,822,454	$2,275,118	$875,876	$-452,664
2019	$1,507,228	$2,449,497	$1,914,001	$-942,269
2018	$3,202,920	$2,920,446	$2,815,760	$282,474

STEPSTONE ACADEMY