Step Up Suncoast Inc (EIN 596208766) - 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

1968

Legal Domicile

Principal Officer

Amy Yount

Phone

9418272887

Tax Period

2024-01-01 to 2024-12-31

Step Up Suncoast Inc, founded in 1968, is a mid-sized nonprofit in the Community Improvement sector that reported $21.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $20.3M left a modest 6% surplus.

Mission

Step Up Suncoast empowers individuals and families to achieve long-term economic stability through education, support services, and community partnerships. In 2024, we launched a new extended day school readiness program to allow families with children enrolled in our Head Start program to expand hours of childhood education and day care services. By allowing children to be well cared for, this program enables parents to maintain jobs that require longer working hours. In addition, we continued to grow our existing services, especially in our Early Childhood, Training and Family Support and Food service categories, as well as made significant progress on various projects involving our Head Start programs, such as finalizing the renovation and opening the improved commercial kitchen, and repairs and maintenance-related projects, such as facilities and playground improvements, etc. Additionally, our organization played a significant role in helping our community recover from the devastat

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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 $20,905,974

Program Service Revenue $334,315

Investment Income $11,350

Other Revenue $340,460

TOTAL REVENUE $21,592,099

Expense Breakdown

Grants Paid $2,120,276

Salaries & Benefits $13,690,738

Fundraising Expenses $0

Program Expenses $17,793,211

Other Expenses $4,450,583

TOTAL EXPENSES $20,261,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,592,099	$19,671,479	+0.1%
Expenses	$20,261,597	$18,868,541	+0.1%
Net Income	$1,330,502	$802,938	+0.7%

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

234

Volunteers

374

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

$415,098

Total Directors

$233,617

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Yount	President & CEO	40.00	Officer Director	$206,434	$27,183	$233,617
Peter Murawski	CFO	40.00	Officer	$161,001	$20,480	$181,481
Mary E Hughes	Chief HR Officer	40.00		$148,208	$24,996	$173,204
Colin J Boyle	CIO	40.00		$148,751	$21,219	$169,970
Kathy A Patreka	Director of HS/EHS	40.00		$139,696	$22,846	$162,542
Albertha Williams	Deputy Dir HS/EHS	40.00		$119,517	$17,360	$136,877
Susan D Gilbert	Deputy Dir HS/EHS	40.00		$116,707	$20,170	$136,877
Ivory Matthews	Chair	0.24	Officer Director	$0	$0	$0
Michelle Grimsley	Vice Chair	0.05	Officer Director	$0	$0	$0
Charlie Kennedy	Secretary	0.06	Officer Director	$0	$0	$0
Barbara Vedder	Treasurer	0.26	Officer Director	$0	$0	$0
Ja'nay Amos	Director	0.13	Director	$0	$0	$0
Lorie Ayers	Director	0.14	Director	$0	$0	$0
Danielle Barnard	Director	0.17	Director	$0	$0	$0
Lauri Benson	Director	0.08	Director	$0	$0	$0
Fiona Candlish	Director	0.07	Director	$0	$0	$0
Jim Delgado	Director	0.21	Director	$0	$0	$0
Lisa Gonzalez Moore	Director	0.20	Director	$0	$0	$0
Barbara Harvey	Director	0.08	Director	$0	$0	$0
Shawna Malecki	Director	0.05	Director	$0	$0	$0
Elisa Ramirez	Director	0.05	Director	$0	$0	$0
Ana Reyes	Director	0.19	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	$21,592,099	$20,261,597	$6,974,401	$1,330,502
2023	$19,671,479	$18,868,541	$6,323,622	$802,938
2022	$18,591,856	$18,314,839	$5,586,458	$277,017
2021	$16,919,808	$17,085,582	$3,209,226	$-165,774
2020	$16,874,287	$17,065,496	$3,709,217	$-191,209
2019	$15,501,317	$15,414,851	$3,094,003	$86,466
2018	$13,913,947	$13,768,631	$3,200,570	$145,316

Step Up Suncoast Inc