NEXT STEP FOR LIFE INC (EIN 474100241) - 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

DIANE ROLAND

Phone

9314000316

Tax Period

2023-01-01 to 2023-12-31

NEXT STEP FOR LIFE INC, founded in 2015, is a small nonprofit in the Human Services sector that reported $836K in total revenue in fiscal year 2023. The organization ran a surplus of $360K, a strong 43% operating margin.

Mission

TO PROVIDE TRANSITIONAL HOUSING AND LIFE SKILLS TRAINING TO YOUNG MEN AND WOMEN

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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 $701,698

Program Service Revenue $105,818

Investment Income $28,861

Other Revenue $0

TOTAL REVENUE $836,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $212,809

Fundraising Expenses $1,352

Program Expenses $353,457

Other Expenses $263,994

TOTAL EXPENSES $476,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$836,377	$800,656	+0.0%
Expenses	$476,803	$373,247	+0.3%
Net Income	$359,574	$427,409	-0.2%

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

N/A

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
WILLIAM BIRDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA PARROTT	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL RENEGAR	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID G ROLAND	PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANE ROLAND	TREASURER	2.00	Officer Director	$0	$0	$0
SHERRI STONE	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$836,377	$476,803	$1,977,236	$359,574
2022	$800,656	$373,247	$1,609,319	$427,409
2021	$499,580	$367,993	$1,207,995	$131,587
2020	$480,997	$333,923	$1,361,156	$147,074
2019	$498,054	$401,323	$928,930	$96,731
2018	$490,417	$292,379	$831,086	$198,038

NEXT STEP FOR LIFE INC