Escondido, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)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.
To prepare underserved youth for success in college, career, and life through dance education, academic support, and family services.
Dance training is at the core of the program. Research has shown that learning dance imparts an array of life skills: self-awareness, concentration, discipline, respect, goal setting with...
Dance training is at the core of the program. Research has shown that learning dance imparts an array of life skills: self-awareness, concentration, discipline, respect, goal setting with accountability, and creative problem solving, to name a few. A Step Beyond (ASB) has a total of 233 students in grades 3-12, and will take an additional 45 students each year until it reaches a site capacity of approximately 350 students. Dance training is conducted by highly skilled professional on-staff dance instructors. Each year students perform in a concert attended by parents and supporters. They also perform in numerous other venues.
Academic programs include tutoring for every student, enrichment exercises, intensive literacy support and summer camps, as well as a robust college and career readiness program. Students have access...
Academic programs include tutoring for every student, enrichment exercises, intensive literacy support and summer camps, as well as a robust college and career readiness program. Students have access to a library, computers, MakerSpace, and a daily "homework cafe." Students receive World of Work career education experiences in STEAM industries and college preparation services including financial literacy and weekly counseling to support entry into higher education and/or other career programs after high school.
Family Service programs treat children in crisis, assist families in crisis, conduct group therapy for students, and provide parent training. Participants receive daily mentoring from staff and...
Family Service programs treat children in crisis, assist families in crisis, conduct group therapy for students, and provide parent training. Participants receive daily mentoring from staff and volunteers, and engage regularly in counseling groups that promote essential skills to meet social and emotional needs. Families also receive crisis intervention support as needed.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| 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 |
| 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 |
Compare A Step Beyond with other nonprofits in California and across the country.