A Step Beyond (EIN 462857532) - 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

Phone

8587222067

Tax Period

2023-10-01 to 2024-09-30

A Step Beyond, founded in 2013, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.7M exceeded revenue, resulting in a 17% operating deficit.

Mission

To assist low income youth for success in college, career, and life through a proven 10-year program.

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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 $1,370,003

Program Service Revenue $129,666

Investment Income $2,900

Other Revenue $-68,830

TOTAL REVENUE $1,433,739

Expense Breakdown

Grants Paid $6,551

Salaries & Benefits $1,061,891

Fundraising Expenses $297,130

Program Expenses $1,222,470

Other Expenses $614,400

TOTAL EXPENSES $1,682,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,433,739	$1,305,881	+0.1%
Expenses	$1,682,842	$1,587,394	+0.1%
Net Income	$-249,103	$-281,513	-0.1%

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

100

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

$163,102

Total Directors

$262,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonnie Platt	Secretary/Director	1.0	Officer Director	$0	$0	$0
Dan Platt	Vice Chair / Director (part year)	10.0	Officer Director	$0	$0	$0
James Wright	CEO/Executive Director	40.0	Officer Director	$135,550	$27,552	$163,102
Jonathan Fikse	Treasurer/Director	1.0	Officer Director	$0	$0	$0
Jose Villarreal	Chairman / Director	10.0	Officer Director	$0	$0	$0
Leslie Culbertson	Chairman / Director (part year)	10.0	Officer Director	$0	$0	$0
Vishal Mehta	Vice Chair/Director	10.0	Officer Director	$0	$0	$0
Anna Punzalan	Director	1.0	Director	$0	$0	$0
Brian Bedford	Director (part year)	1.0	Director	$0	$0	$0
Candise Holmlund	Director	1.0	Director	$0	$0	$0
Claudia Briseno	Director	1.0	Director	$0	$0	$0
Dave Smith	Director	1.0	Director	$0	$0	$0
Frank Foster	Director	1.0	Director	$0	$0	$0
Jacqueline Loiaza	Director	1.0	Director	$0	$0	$0
Janean Stripe	Director	1.0	Director	$0	$0	$0
Janet Foster	Director	1.0	Director	$0	$0	$0
Jay Culbertson	Director	1.0	Director	$0	$0	$0
Jeffre Segall	Director	1.0	Director	$0	$0	$0
Jennifer Oliver	Artistic Director/Director	40.0	Director	$89,741	$9,928	$99,669
Jennifer Ostergren	Director (part year)	1.0	Director	$0	$0	$0
Kimberly Mayes-Bedford	Director (part year)	1.0	Director	$0	$0	$0
Star Rivera-Lacey	Director	1.0	Director	$0	$0	$0
Steve Gosselin	Director	1.0	Director	$0	$0	$0
Vicki Zeiger	Director	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
2024	$1,433,739	$1,682,842	$2,536,373	$-249,103
2023	$1,305,881	$1,587,394	$2,807,246	$-281,513
2022	$1,426,568	$1,333,920	$2,065,690	$92,648
2021	$1,242,678	$1,239,033	$1,957,071	$3,645
2020	$1,105,577	$992,165	$1,936,161	$113,412
2019	$1,011,823	$794,448	$1,826,234	$217,375
2018	$975,986	$617,865	$1,466,128	$358,121

A Step Beyond