ADOPTION STEP A NON PROFIT CORP

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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

2013

Legal Domicile

Principal Officer

BARBARA B CASEY

Phone

6103769742

Tax Period

2024-01-01 to 2024-12-31

Mission

TO PROVIDE PREGNANCY AND ADOPTION COUNSELING AND PLACEMENT/HOME STUDY SERVICES TO THE COMMUNITY AND LOW-INCOME FAMILIES AS WELL AS RAISE PUBLIC AWARENESS AND EDUCATE THE COMMUNITY ABOUT ADOPTION AND PREGNANCY OPTIONS AND OTHER FAMILY BUILDING RELATED SERVICES.

Program Service Accomplishments

Program 1

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15

Other Expenses $15

TOTAL EXPENSES $15

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$15	$1,020	-1.0%
Net Income	N/A	$-1,020	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

N/A

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
BARBARA B CASEY	PRESIDENT &	N/A	Officer	$0	$0	$0
ANNIE MILLIGAN	V.P. & SECRE	N/A	Officer	$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	No data	$15	$39,600	No data
2023	No data	$1,020	$39,615	No data
2022	$31,201	$4,208	$40,635	$26,993
2021	$9	$1,050	$13,642	$-1,041
2020	$40,000	$30,261	$14,860	$9,739
2019	$1,919	$2,731	$5,121	$-812
2018	$25,500	$23,251	$5,933	$2,249