STEP UP TUTORING

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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

2020

Legal Domicile

Principal Officer

SAMANTHA OLIVIERI

Phone

3109916928

Tax Period

2023-07-01 to 2024-06-30

STEP UP TUTORING, founded in 2020, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 5% surplus.

Mission

STEP UP TUTORING DRIVES STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,814,701 Revenue: $41,510

TUTORING: THE ORGANIZATION'S MISSION IS TO DRIVE STUDENT SUCCESS BY PROVIDING VIRTUAL HIGH-IMPACT TUTORING AND MENTORSHIP TO ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN UNDER-RESOURCED COMMUNITIES.

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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 $2,370,009

Program Service Revenue $41,510

Investment Income $12,191

Other Revenue $0

TOTAL REVENUE $2,423,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,545,247

Fundraising Expenses $259,240

Program Expenses $1,814,701

Other Expenses $755,767

TOTAL EXPENSES $2,301,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,423,710	$1,720,509	+0.4%
Expenses	$2,301,014	$1,695,507	+0.4%
Net Income	$122,696	$25,002	+3.9%

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

675

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

$351,783

Total Directors

$207,396

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMANTHA OLIVERI	CHIEF EXECUTIVE OFFICER	40.00	Director	$207,396	$0	$207,396
LYNN JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
JANET CARTER	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD GORDON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH STIPEK	DIRECTOR	1.00	Director	$0	$0	$0
JAKE NEUBERG	DIRECTOR	1.00	Director	$0	$0	$0
ALISON YOSHIMOTO-TOWERY	DIRECTOR	1.00	Director	$0	$0	$0
NATI RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARIA G ANAYA	CHIEF PROGRAM OFFICER	40.00	Officer	$181,983	$0	$181,983
KARA O'TOOLE	CHIEF OPERATING OFFICER/TREASURER	40.00	Officer	$169,800	$0	$169,800
JAMES D HALPER	CHAIRPERSON	10.00	Officer	$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	$2,423,710	$2,301,014	$382,863	$122,696
2023	$1,720,509	$1,695,507	$296,738	$25,002
2022	$1,022,363	$961,319	$191,868	$61,044
2020	$270,000	$94,748	$220,967	$175,252