A STEP UP ACADEMY INC (EIN 462346137) - 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

JAMIE JENKINS

Phone

2158851075

Tax Period

2023-07-01 to 2024-06-30

A STEP UP ACADEMY INC, founded in 2013, is a community nonprofit in the Education sector that reported $8.0M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $7.5M left a modest 7% surplus.

Mission

ORGANIZATION OPERATES A PRIVATE SCHOOL FOR SPECIAL NEEDS CHILDREN, WITH AN EMPHASIS ON AUTISM, FOR STUDENTS IN PRESCHOOL THROUGH TWELFTH GRADES.

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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 $921,661

Program Service Revenue $6,987,084

Investment Income $21,522

Other Revenue $65,774

TOTAL REVENUE $7,996,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,880,849

Fundraising Expenses $92,307

Program Expenses $5,439,150

Other Expenses $1,569,799

TOTAL EXPENSES $7,450,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,996,041	$5,283,001	+0.5%
Expenses	$7,450,648	$5,260,240	+0.4%
Net Income	$545,393	$22,761	+23.0%

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

157

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

$131,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE JENKINS	HEAD OF SCHO	40.00	Officer	$127,759	$3,348	$131,107
KAREN E MISHER	PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBERT MISHER	TREASURER	5.00	Officer Director	$0	$0	$0
DR KIMBERLY DEAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL COHEN	MEMBER	1.00	Director	$0	$0	$0
KENNETH VANLEEUWEN	MEMBER	1.00	Director	$0	$0	$0
CARLA RICCI	MEMBER	1.00	Director	$0	$0	$0
JOYCE GOOD	MEMBER	1.00	Director	$0	$0	$0
PRISCILLA JETER-ILES	MEMBER	1.00	Director	$0	$0	$0
JESSICA CASHIN	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$7,996,041	$7,450,648	$5,545,202	$545,393
2023	$5,283,001	$5,260,240	$2,245,622	$22,761
2022	$3,782,334	$3,626,519	$1,555,454	$155,815
2021	$3,510,436	$2,797,425	$1,346,996	$713,011
2020	$2,972,514	$2,905,064	$988,916	$67,450
2019	$2,832,661	$2,678,278	$528,650	$154,383
2018	$2,594,485	$2,415,871	$382,963	$178,614

A STEP UP ACADEMY INC