STEP UP SCHOOLS INC (EIN 860790910) - 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

1995

Legal Domicile

Principal Officer

LYNN ROBERSHOTTE

Phone

6235818117

Tax Period

2024-07-01 to 2025-06-30

STEP UP SCHOOLS INC, founded in 1995, is a small nonprofit in the Education sector that reported $872K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 31% operating deficit.

Mission

TO FOSTER STUDENTS INNATE GIFTEDNESS BY PROVIDING AN ARRAY OF OPPORTUNITIES IN WHICH CHILDREN CAN DISCOVER THEIR OWN INTERESTS AND ABILITITES.

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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 $865,141

Program Service Revenue $0

Investment Income $6

Other Revenue $6,542

TOTAL REVENUE $871,689

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $815,682

Fundraising Expenses $0

Program Expenses $954,712

Other Expenses $265,570

TOTAL EXPENSES $1,141,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$871,689	$1,188,733	-0.3%
Expenses	$1,141,252	$1,051,613	+0.1%
Net Income	$-269,563	$137,120	-3.0%

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
FRED PINKEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOANNA CURTIS	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNN ROBERSHOTTE	SUPERINTENDENT	2.00	Officer	$0	$0	$0
CYNTHIA DUNHAM	MEMBER	1.00	Director	$0	$0	$0
ROBERT SCANTLEBURY	MEMBER	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	$871,689	$1,141,252	$156,092	$-269,563
2024	$1,188,733	$1,051,613	$445,000	$137,120
2023	$1,155,774	$1,015,536	$304,969	$140,238
2022	$890,035	$883,755	$162,190	$6,280
2021	$671,489	$723,244	$147,345	$-51,755
2020	$550,626	$723,141	$190,009	$-172,515
2019	$635,303	$775,601	$381,676	$-140,298
2018	$799,974	$771,461	$523,210	$28,513

STEP UP SCHOOLS INC