SPIRITS TRAINING ENTREPRENEURSHIP PROGRAM FOR UNDERREPRESENTED PROFESSIONA (EIN 852454665) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

JULIE KINCH

Phone

2026693661

Tax Period

2025-01-01 to 2025-12-31

STEPUP FOUNDATION, founded in 2020, is a small nonprofit in the Education sector that reported $774K in total revenue in fiscal year 2021. The organization ran a surplus of $708K, a strong 91% operating margin.

Mission

THE STEPUP FOUNDATION, A 501(C)(3) CHARITABLE FOUNDATION, PROVIDES UNDERSERVED AND UNDERREPRESENTED INDIVIDUALS WITH TRAININGS, ENCOURAGEMENT, AND OPPORTUNITIES TO ENTER THE CRAFT SPIRITS COMMUNITY THROUGH A COMPREHENSIVE INTERNSHIP PROGRAM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,130

Program Service Revenue $0

Investment Income $29,629

Other Revenue $0

TOTAL REVENUE $30,759

Expense Breakdown

Grants Paid $14,733

Salaries & Benefits $64,780

Fundraising Expenses $0

Program Expenses $106,959

Other Expenses $80,144

TOTAL EXPENSES $159,657

Year-over-Year Comparison

	2025	2024	Change
Revenue	$30,759	$50,077	-0.4%
Expenses	$159,657	$228,949	-0.3%
Net Income	$-128,898	$-178,872	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGIE LEHRMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JULIE KINCH	TREASURER	5.00	Officer Director	$0	$0	$0
REBECCA HARRIS	SECRETARY	1.00	Officer Director	$0	$0	$0
NICOLE AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CID	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MONTANA	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS UNDERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
INGRID WETZELL	DIRECTOR	1.00	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	$30,759	$159,657	$977,799	$-128,898
2024	No data	No data	No data	No data
2023	$47,148	$226,968	$1,299,954	$-179,820
2023	$47,148	$226,968	$1,299,954	$-179,820
2023	$47,148	$226,968	$1,299,954	$-179,820
2022	$975,198	$236,020	$1,504,466	$739,178
2021	$773,675	$65,933	$708,977	$707,742

SPIRITS TRAINING ENTREPRENEURSHIP PROGRAM FOR UNDERREPRESENTED PROFESSIONA