STEP ONWARD FOUNDATION (EIN 472414072) - 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

2014

Legal Domicile

Principal Officer

SAMUEL WEST

Phone

5122981145

Tax Period

2024-07-01 to 2025-06-30

STEP ONWARD FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $113K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $304K exceeded revenue, resulting in a 169% operating deficit.

Mission

BREAK THE CYCLE OF HOMELESSNESS THROUGH PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS.

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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 $112,869

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,869

Expense Breakdown

Grants Paid $115,847

Salaries & Benefits $127,496

Fundraising Expenses $55,408

Program Expenses $227,039

Other Expenses $60,668

TOTAL EXPENSES $304,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,869	$304,267	-0.6%
Expenses	$304,011	$311,175	0.0%
Net Income	$-191,142	$-6,908	+26.7%

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

$138,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICE PIKE	CO-FOUNDER/DIR DEVELOP	20.00	Officer	$55,000	$1,887	$56,887
KRISTINE WEIXEL	DIRECTOR OF OPERATIONS	30.00	Officer	$77,243	$4,503	$81,746
LAURA MCFARLAND	PRESIDENT	4.00	Officer Director	$0	$0	$0
RICK FINE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMUEL WEST	EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$0	$0
ANNETE LAVOI	DIRECTOR	1.00	Director	$0	$0	$0
VOLNEY CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HILLMAN	DIRECTOR	3.00	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	$112,869	$304,011	$203,519	$-191,142
2024	$304,267	$311,175	$318,981	$-6,908
2023	$270,436	$202,576	$331,930	$67,860
2022	$249,203	$102,874	$258,832	$146,329

STEP ONWARD FOUNDATION