NEXT STEP STRATEGIES INC (EIN 472584174) - 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

2015

Legal Domicile

Principal Officer

Ann Wilkinson

Phone

5033476192

Tax Period

2024-01-01 to 2024-12-31

NEXT STEP STRATEGIES INC, founded in 2015, is a community nonprofit in the Housing & Shelter sector that reported $9.2M in total revenue in fiscal year 2024.

Mission

To assist adults who experience a disability to live at their highest healthy level of independence

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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 $0

Program Service Revenue $9,188,910

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,188,910

Expense Breakdown

Grants Paid $638,347

Salaries & Benefits $8,063,477

Fundraising Expenses $0

Program Expenses $9,074,910

Other Expenses $373,086

TOTAL EXPENSES $9,074,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,188,910	$9,550,979	0.0%
Expenses	$9,074,910	$9,112,868	0.0%
Net Income	$114,000	$438,111	-0.7%

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

199

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
Ann M Wilkinson PhD	President Director	40.00	Highest	$0	$0	$0
Miranda Warren	Secretary Assistant Director	20.00	Key Emp	$0	$0	$0
Patrice Lester	Vice President Compliance officer	30.00	Key Emp	$0	$0	$0
Jessie Robert	Assitant director treasurer	20.00	Key Emp	$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	$9,188,910	$9,074,910	$495,048	$114,000
2024	$9,188,910	$9,074,910	$495,048	$114,000
2024	$9,377,031	$8,645,130	$1,308,030	$731,901
2023	$9,550,979	$9,112,868	$576,129	$438,111
2022	$5,753,491	$5,722,383	$138,230	$31,108
2021	$4,007,465	$3,927,839	$107,122	$79,626

NEXT STEP STRATEGIES INC