A STEP BEYOND A NONPROFIT CORP (EIN 821368355) - 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

VERONICA CASPER

Phone

4199734302

Tax Period

2023-01-01 to 2023-12-31

A STEP BEYOND A NONPROFIT CORP, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $955K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $912K left a modest 5% surplus.

Mission

TO ASSIST IN THE DELIVERY OF COMMMUNITY BASED MENTAL HEALTH AND BEHAVIOR HEALTH SERVICES TO INDIVIDUALS.

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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 $0

Program Service Revenue $955,343

Investment Income $0

Other Revenue $0

TOTAL REVENUE $955,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $802,502

Fundraising Expenses $0

Program Expenses $912,110

Other Expenses $109,608

TOTAL EXPENSES $912,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$955,343	$826,684	+0.2%
Expenses	$912,110	$851,426	+0.1%
Net Income	$43,233	$-24,742	-2.7%

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

Volunteers

N/A

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

$149,436

Total Directors

$149,436

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERONICA CASPER	EXEC, DIRECT	40.00	Officer Director	$84,100	$0	$84,100
SAMANTHA KIDDER	VICE CHAIRMA	40.00	Officer Director	$65,336	$0	$65,336
SUE CORNETT	SECRETARY/TR	1.00	Officer 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	No data	No data	No data	No data
2023	$955,343	$912,110	$102,811	$43,233
2022	$826,684	$851,426	$58,958	$-24,742
2021	$525,003	$554,400	$83,424	$-29,397
2020	$425,899	$348,253	$112,821	$77,646
2019	$320,983	$325,118	$35,175	$-4,135
2018	$335,780	$302,117	$41,449	$33,663

A STEP BEYOND A NONPROFIT CORP