A STEPPING STONE FOUNDATION (EIN 742567068) - 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

1989

Legal Domicile

Principal Officer

GARY L WILLIAMS

Phone

4806779071

Tax Period

2022-07-01 to 2023-06-30

A STEPPING STONE FOUNDATION, founded in 1989, is a small nonprofit that reported $655K in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $609K left a modest 7% surplus.

Mission

TO PROVIDE STEPPING STONES FOR SUCCESSS THROUGH EDUCATION OF CHILDREN AND FAMILIES WHO HAVE LIMITED OPPORTUNITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $604,437

Program Service Revenue $0

Investment Income $50,704

Other Revenue $0

TOTAL REVENUE $655,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,423

Fundraising Expenses $149,807

Program Expenses $370,924

Other Expenses $449,944

TOTAL EXPENSES $609,367

Year-over-Year Comparison

	2022	2021	Change
Revenue	$655,141	$502,202	+0.3%
Expenses	$609,367	$504,641	+0.2%
Net Income	$45,774	$-2,439	-19.8%

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

130

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
CYNTHIA GATTORNA	EXECUTIVE DIRECTOR	45.00	Highest	$76,479	$0	$76,479
JOSEPH SEGAL	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA DAVIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
LENAY DUNN	DIRECTOR	2.00	Director	$0	$0	$0
GARY L WILLIAMS CPA	TREASURER	10.00	Officer Director	$0	$0	$0
MELISSA OGEA	SECRETARY	5.00	Officer Director	$0	$0	$0
LAIDA RESTREPO	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON WARNER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW WALLACE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA LEMPKE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN RILEY	DIRECTOR	2.00	Director	$0	$0	$0
KIM EICHER	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN RODRIGUEZ NUNEZ	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS BOGARDUS	DIRECTOR	2.00	Director	$0	$0	$0
DIANA AGUIRRE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
A JENNINGS MAYNE	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$655,141	$609,367	$1,240,865	$45,774
2022	$502,202	$504,641	$1,493,241	$-2,439
2021	$527,548	$423,161	$1,352,873	$104,387
2020	$898,370	$441,392	$1,245,299	$456,978
2019	$463,998	$405,058	$773,870	$58,940
2018	$306,142	$464,385	$714,812	$-158,243

A STEPPING STONE FOUNDATION