Stepping Stones Inc

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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

1990

Legal Domicile

Principal Officer

Barry Nester

Phone

2766387676

Tax Period

2024-07-01 to 2025-06-30

Stepping Stones Inc, founded in 1990, is a small nonprofit that reported $476K in total revenue in fiscal year 2024. The organization ran a surplus of $84K, a strong 18% operating margin.

Mission

To enrich the lives of the intellectually disabled age 18 and over by providing daytime services to individuals so they can remain at home with families.

Program Service Accomplishments

Program 1

Expenses: $299,587 Revenue: $459,205

The Organization teaches the intellectually disabled daily living skills such as oral hygiene, washing and drying hands, toileting, budgeting, computer games, sweeping, cleaning tables, and gathering trash. The Organization also provides a safe environment, transportation between the clients home and its facility and integrates its clients into the community by attending local events and participating in local activities.

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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 $14,133

Program Service Revenue $458,818

Investment Income $2,280

Other Revenue $387

TOTAL REVENUE $475,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $285,655

Fundraising Expenses $0

Program Expenses $299,587

Other Expenses $106,167

TOTAL EXPENSES $391,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$475,618	$493,273	0.0%
Expenses	$391,822	$349,784	+0.1%
Net Income	$83,796	$143,489	-0.4%

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

Total Directors

$20,013

Key Employees

$58,360

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Pritchett	Director	1.00	Director	$0	$0	$0
Linda Moseley	Secretary	1.00	Officer Director	$0	$0	$0
Rita Lawless	Director	1.00	Director	$0	$0	$0
Sam Gamble	Vice President	1.00	Officer Director	$0	$0	$0
Jean Wilson	Director	1.00	Director	$0	$0	$0
Barry Nester	President	5.00	Officer Director	$0	$0	$0
DeCarlo Collette	Director	1.00	Director	$0	$0	$0
Barbara Collette	Director	1.00	Director	$0	$0	$0
Pam Pritchett	Executive Director	40.00	Key Emp Highest	$58,360	$0	$58,360
Emily Roark	Director	1.00	Director	$0	$0	$0
Ollie Spencer	Director	1.00	Director	$0	$0	$0
Kim Nester	Director	15.00	Director	$20,013	$0	$20,013

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	$475,618	$391,822	$879,977	$83,796
2024	$493,273	$349,784	$799,236	$143,489
2023	$497,574	$334,265	$652,704	$163,309
2022	$334,662	$303,582	$493,221	$31,080
2021	$254,675	$270,311	$458,469	$-15,636
2020	$320,612	$315,959	$493,966	$4,653
2019	$329,934	$331,356	$469,463	$-1,422
2018	$320,140	$337,742	$474,446	$-17,602