Next Step Pilates (EIN 472300931) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Karen Garcia

Tax Period

2023-01-01 to 2023-12-31

Next Step Pilates, founded in 2015, is a micro nonprofit in the Recreation & Sports sector that reported $17K in total revenue in fiscal year 2018. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

To provide Authentic Pilates at a free or need based sliding scale fee to military personnel and veterans who have been injured as a result of their service.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,953

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,953

Expense Breakdown

Grants Paid $13,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,378

Other Expenses $2,597

TOTAL EXPENSES $15,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,953	$-6,405	-2.1%
Expenses	$15,955	$2,597	+5.1%
Net Income	$-9,002	$-9,002	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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Markowicz	Boardmember	1.00	Director	$0	$0	$0
Sue Santa	Boardmember	1.00	Director	$0	$0	$0
Calvin Honeywell	Boardmember	1.00	Director	$0	$0	$0
Louise Ziebell	Boardmember	1.00	Director	$0	$0	$0
Jessie Savage	Board Member	1.00	Director	$0	$0	$0
Brigitte Savage	Board Member	1.00	Director	$0	$0	$0
Karen Garcia	President	2.00	Officer	$0	$0	$0
David Henson	Treasurer	1.00	Officer	$0	$0	$0
Monica Bresnahan	Secretary	1.00	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	No data	No data	No data
2023	$6,953	$15,955	$32,663	$-9,002
2022	$9,580	$4,022	$41,665	$5,558
2021	$21,102	$4,004	$35,507	$17,098
2020	$5,183	$9,324	$17,909	$-4,141
2019	$11,133	$15,793	$22,550	$-4,660
2018	$16,941	$17,736	$27,210	$-795

Next Step Pilates