BIG STEP INC (EIN 510137037) - 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

1976

Legal Domicile

Principal Officer

LINDSAY BLUMER

Phone

4143429787

Tax Period

2023-01-01 to 2023-12-31

BIG STEP INC, founded in 1976, is a small nonprofit that reported $608K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $253K, a strong 42% operating margin.

Mission

TO TRAIN AND DEVELOP CAREER OPPORTUNITIES IN THE CONSTRUCTION AND BUILDING TRADES.

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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 $602,333

Program Service Revenue $0

Investment Income $5,524

Other Revenue $0

TOTAL REVENUE $607,857

Expense Breakdown

Grants Paid $351,237

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $351,237

Other Expenses $3,842

TOTAL EXPENSES $355,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,857	$451,288	+0.3%
Expenses	$355,079	$342,114	+0.0%
Net Income	$252,778	$109,174	+1.3%

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

$359,883

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT RAYBURN	DIRECTOR	1.00	Director	$0	$0	$0
DAN BUKIEWICZ	DIRECTOR	1.00	Director	$0	$0	$0
HENRY HURT	DIRECTOR	1.00	Director	$0	$0	$0
MARK KESSENICH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BREITLOW	CO-CHAIR	1.00	Officer Director	$0	$0	$0
TONY NEIRA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN KOWALSKI	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JEANNIE LAURET	DIRECTOR	1.00	Director	$0	$0	$0
KILAH ENGELKE	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY BLUMER	PRESIDENT/CEO	2.00	Officer	$0	$41,902	$215,471
TONI WHITE	COO	2.00	Officer	$0	$24,302	$144,412

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	$607,857	$355,079	$847,736	$252,778
2022	$451,288	$342,114	$541,666	$109,174
2021	$326,658	$257,528	$432,492	$69,130
2020	$351,681	$227,522	$363,362	$124,159
2019	$387,686	$386,301	$255,145	$1,385
2018	$374,352	$361,188	$287,459	$13,164

BIG STEP INC