MATHEMATICAL STAIRCASE (EIN 461813949) - 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

2013

Legal Domicile

Principal Officer

sarah-marie belcastro PhD

Phone

7207716428

Tax Period

2024-01-01 to 2024-12-31

MATHEMATICAL STAIRCASE, founded in 2013, is a small nonprofit in the Education sector that reported $625K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $532K left a modest 15% surplus.

Mission

To educate mathematically talented secondary and tertiary students in mathematical thinking and writing. The means of providing such education includes, but is not limited to, establishing summer programs for instructing such students.

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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 $270,172

Program Service Revenue $343,934

Investment Income $11,338

Other Revenue $0

TOTAL REVENUE $625,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,037

Fundraising Expenses $0

Program Expenses $528,845

Other Expenses $449,697

TOTAL EXPENSES $531,734

Year-over-Year Comparison

	2024	2023	Change
Revenue	$625,444	$546,979	+0.1%
Expenses	$531,734	$510,552	+0.0%
Net Income	$93,710	$36,427	+1.6%

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

$49,140

Total Directors

$49,140

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
sarah-marie belcastro PhD	President and Chair of the Board	14	Officer Director	$49,140	$0	$49,140
Emily Peters PhD	Director	1	Director	$0	$0	$0
Hannah Alpert PhD	Clerk and Secretary of the Board	2	Officer Director	$0	$0	$0
Joan Belcastro	Treasurer	2	Officer Director	$0	$0	$0
Joshua Greene PhD	Director	0.5	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	No data	No data	No data	No data
2024	$625,444	$531,734	$345,422	$93,710
2023	$546,979	$510,552	$243,882	$36,427
2022	$494,874	$524,293	$196,006	$-29,419
2021	$222,817	$152,251	$225,405	$70,566
2020	$217,499	$150,203	$154,909	$67,296

MATHEMATICAL STAIRCASE