5 Steps to Five (EIN 820900967) - 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

2017

Legal Domicile

Principal Officer

Lisa Field

Phone

9142174158

Tax Period

2024-01-01 to 2024-12-31

5 Steps to Five, founded in 2017, is a small nonprofit in the Human Services sector that reported $310K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 47% operating margin.

Mission

A parenting organization which coaches underserved parents and their young children with trained instructors who model ways of interaction.

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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 $284,601

Program Service Revenue $0

Investment Income $31,485

Other Revenue $-6,275

TOTAL REVENUE $309,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,499

Fundraising Expenses $15,045

Program Expenses $120,352

Other Expenses $47,633

TOTAL EXPENSES $164,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,811	$188,119	+0.6%
Expenses	$164,132	$141,478	+0.2%
Net Income	$145,679	$46,641	+2.1%

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

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

$37,281

Total Directors

$825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DrKiren Patel	Co-President	10.00	Officer Director	$0	$0	$0
DrMary Versfelt	Co-President	10.00	Officer Director	$0	$0	$0
Guy DeSanctis	Treasurer	5.00	Officer Director	$825	$0	$825
Moises Ochoa	Secretary	5.00	Officer Director	$0	$0	$0
Al Mariani	Director	1.00	Director	$0	$0	$0
Carolee Brakewood	Director	1.00	Director	$0	$0	$0
Kristin Jautz	Director	2.00	Director	$0	$0	$0
Rachel Fleming	Director	1.00	Director	$0	$0	$0
Lori Haffey	Director	1.00	Director	$0	$0	$0
Ilaria St Florian	Director	2.00	Director	$0	$0	$0
Amy Kesavan	Director	2.00	Director	$0	$0	$0
Sheri Zarkower	Director	1.00	Director	$0	$0	$0
Ann Magalhaes	Director	1.00	Director	$0	$0	$0
Otoniel Lopez	Director	2.00	Director	$0	$0	$0
Lisa Field	Executive Director	20.00	Officer	$36,456	$0	$36,456

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	$309,811	$164,132	$654,527	$145,679
2023	$188,119	$141,478	$508,916	$46,641
2022	$184,506	$126,485	$462,616	$58,021
2021	$199,127	$131,779	$411,159	$67,348
2020	$201,993	$139,205	$350,989	$62,788

5 Steps to Five