STEPUP DURHAM (EIN 474578727) - 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

Tax Period

2023-07-01 to 2024-06-30

STEPUP DURHAM, founded in 2015, is a small nonprofit in the Human Services sector that reported $933K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

STEPUP PARTNERS WITH ADULTS TO TRANSFORM THEIR LIVES THROUGH TRAINING IN LIFE AND EMPLOYMENT SKILLS.

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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 $925,646

Program Service Revenue $0

Investment Income $6,969

Other Revenue $0

TOTAL REVENUE $932,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $42,487

Program Expenses $850,439

Other Expenses $996,007

TOTAL EXPENSES $996,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$932,615	$833,340	+0.1%
Expenses	$996,007	$829,152	+0.2%
Net Income	$-63,392	$4,188	-16.1%

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
Ariel Germain	Board member	1.00	Director	$0	$0	$0
Simone Thomas	Board member	1.00	Director	$0	$0	$0
Rashad Wilson	Board member	1.00	Director	$0	$0	$0
Gregory Edwards	Board member	1.00	Director	$0	$0	$0
Kristine Sullivan	Board member	1.00	Director	$0	$0	$0
Pearl Teiko	Board member	1.00	Director	$0	$0	$0
Kate Brant	Board member	1.00	Director	$0	$0	$0
Catherine Goodman	Board member	1.00	Director	$0	$0	$0
Nancy Grigg	Board member	1.00	Director	$0	$0	$0
Shajuana McMillan	Board member	1.00	Director	$0	$0	$0
Jim Kinney	Board member	1.00	Director	$0	$0	$0
Thomas Wicker	Board member	1.00	Director	$0	$0	$0
Denise Motley	Board member	1.00	Director	$0	$0	$0
Beth Payne	Board member	1.00	Director	$0	$0	$0
Alea Crump	Board member	1.00	Director	$0	$0	$0
Dominique Grimes-Medlin	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
2025	No data	No data	No data	No data
2024	$932,615	$996,007	$476,933	$-63,392
2023	$833,340	$829,152	$498,631	$4,188
2022	$701,493	$664,150	$616,293	$37,343
2021	$568,738	$496,348	$454,765	$72,390
2020	$469,692	$417,955	$382,903	$51,737
2019	$410,217	$334,713	$285,372	$75,504

STEPUP DURHAM