STEP UP FOR STUDENTS - FLORIDA INC (EIN 593649371) - 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

2000

Legal Domicile

Principal Officer

JOSEPH E PFOUNTZ

Phone

9043522246

Tax Period

2023-07-01 to 2024-06-30

STEP UP FOR STUDENTS - FLORIDA INC, founded in 2000, is a major nonprofit in the Education sector that reported $904.6M in total revenue in fiscal year 2023. Expenses of $1.2B exceeded revenue, resulting in a 37% operating deficit.

Mission

STEP UP FOR STUDENTS EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY.

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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 $881,567,760

Program Service Revenue $0

Investment Income $23,015,059

Other Revenue $28,369

TOTAL REVENUE $904,611,188

Expense Breakdown

Grants Paid $1,155,593,322

Salaries & Benefits $35,682,401

Fundraising Expenses $2,016,679

Program Expenses $1,221,707,629

Other Expenses $50,062,790

TOTAL EXPENSES $1,241,338,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$904,611,188	$913,033,619	0.0%
Expenses	$1,241,338,513	$755,297,200	+0.6%
Net Income	$-336,727,325	$157,736,419	-3.1%

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

226

Volunteers

916

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

$1,973,792

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN F KIRTLEY	BOARD CHAIR	36.00	Director	$0	$0	$0
ALFRED AL LAWSON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD OUTRAM	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS STOKES	DIRECTOR	2.00	Director	$0	$0	$0
TERRY JOVE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LEGG	DIRECTOR	2.00	Director	$0	$0	$0
DENISHA MERRIWEATHER	DIRECTOR	2.00	Director	$0	$0	$0
LINH LAM	DIRECTOR	2.00	Director	$0	$0	$0
BARON CONCORS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN HOBBS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG TUTHILL	PRESIDENT	36.00	Officer	$312,563	$40,244	$387,537
JOE PFOUNTZ	TREASURER & CFO	36.00	Officer	$237,608	$39,456	$303,464
LESLEY SEARCY	SECRETARY & CGO	36.00	Officer	$241,973	$13,211	$282,070
SHAFAYET IMAM	CIO, SUFS (THRU 05/24)	36.00	Officer	$233,821	$46,525	$306,326
JILL LAROSE	CHIEF CULTURE OFFICER	36.00	Officer	$193,861	$20,645	$236,046
ALEXANDER J MANGAN	CHIEF PRODUCT OFFICER	36.00	Officer	$132,845	$26,176	$173,781
RUTH ROSE	CHIEF CUST. EXP. OFFICER(THRU 09/24)	36.00	Officer	$103,307	$13,038	$127,823
SAMANTHA ESPINOSA	CHIEF HUMAN RESOURCES OFFICER	36.00	Officer	$123,619	$19,390	$156,745
ASHA DESHPANDE	SR DIR ENT DATA OP STG(THRU 08/24)	36.00	Highest	$192,272	$11,721	$225,360
SUSAN DUGAN	VP OF FINANCE (THRU 12/23)	36.00	Highest	$172,044	$10,288	$201,448
CRAIG GONSALVES	VP OF IT SOLUTIONS	36.00	Highest	$156,316	$42,871	$216,555
JILLIAN METZ	VP OF EXTERNAL RELATIONS	36.00	Highest	$150,365	$28,677	$195,750
SEAN K CHARTIER	ARCHITECT, DATA	36.00	Highest	$155,621	$18,473	$191,386

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	$904,611,188	$1,241,338,513	$1,488,205,086	$-336,727,325
2023	$913,033,619	$755,297,200	$1,519,328,624	$157,736,419
2022	$821,870,206	$612,990,184	$1,207,920,053	$208,880,022
2021	$988,357,974	$699,663,403	$918,219,749	$288,694,571
2020	$620,704,672	$720,174,387	$590,867,275	$-99,469,715
2019	$717,949,667	$654,788,551	$697,130,640	$63,161,116

STEP UP FOR STUDENTS - FLORIDA INC