ONE STEP BEYOND INC

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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

2001

Legal Domicile

Principal Officer

JEFFREY SWANSON

Phone

6232152449

Tax Period

2024-07-01 to 2025-06-30

ONE STEP BEYOND INC, founded in 2001, is a mid-sized nonprofit in the Mental Health sector that reported $22.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $20.8M left a modest 6% surplus.

Mission

OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL... (CONT'D ON SCH O)OSBI IS ORGANIZED FOR THE PURPOSE OF PROVIDING RESPONSIVE, PROGRESSIVE AND DYNAMIC PROGRAMS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO REALIZE THEIR DREAMS OF OPTIMAL INDEPENDENCE, MEANINGFUL EMPLOYMENT, SIGNIFICANT SOCIAL RELATIONSHIPS AND FULL PARTICIPATION IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $13,260,926 Revenue: $14,502,616

LIFE SKILLS DAY TRAINING AND RECREATIONAL PROGRAMS FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.

Program 2

Expenses: $2,474,107 Revenue: $2,705,771

VOCATIONAL TRIANING AND EMPLOYMENT (INCLUDING IN THE CULINARY ARTS) FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.

Program 3

Expenses: $1,351,665 Revenue: $1,478,228

AT-HOME CARE, HABILITATION, AND RESPITE SERVICES FOR ADULTS WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES.

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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 $3,065,826

Program Service Revenue $18,603,703

Investment Income $261,539

Other Revenue $119,637

TOTAL REVENUE $22,050,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,486,513

Fundraising Expenses $239,358

Program Expenses $17,086,698

Other Expenses $6,269,467

TOTAL EXPENSES $20,788,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,050,705	$18,603,479	+0.2%
Expenses	$20,788,980	$18,654,770	+0.1%
Net Income	$1,261,725	$-51,291	-25.6%

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

665

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

$280,694

Total Directors

$18,364

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LOU MICHEAELS	DIRECTOR, CHAIR	1.00	Officer Director	$0	$0	$0
MIMI ROGERS - DIRECTOR	SECRETARY, CONSULTANT	5.00	Officer Director	$18,364	$0	$18,364
PHIL CUSSEN	DIRECTOR, TREASURER (TO FEB. 2025)	1.00	Officer Director	$0	$0	$0
CHRIS CURTISS	DIRECTOR (TO DEC. 2024)	1.00	Director	$0	$0	$0
EDWARD K MORAN III	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD SCHWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
HUGH KNOELL	DIRECTOR (TO FEB. 2025)	1.00	Director	$0	$0	$0
JAMES TONKIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PECK	DIRECTOR (TO DEC. 2024)	1.00	Director	$0	$0	$0
JENNIE S BADER	DIRECTOR (TO FEB. 2025)	1.00	Director	$0	$0	$0
JOSEPH ROGERS SR	DIRECTOR (TO DEC. 2024)	1.00	Director	$0	$0	$0
MARC FOSSE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE HAYES	DIRECTOR (TO DEC. 2024)	1.00	Director	$0	$0	$0
TRAVIS MCGANN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD SOBELMAN	DIRECTOR (FROM SEPT. 2024)	1.00	Director	$0	$0	$0
ANNA SEPIC	DIRECTOR (FROM FEB. 2025)	1.00	Director	$0	$0	$0
MADISON BLANTON	CEO	50.00	Officer	$120,335	$17,130	$137,465
JOSEPH ROGERS III	CFO (TO AUG. 2025)	50.00	Officer	$120,413	$4,452	$124,865

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	$22,050,705	$20,788,980	$20,683,247	$1,261,725
2024	No data	No data	No data	No data
2023	$17,451,560	$17,629,959	$14,670,140	$-178,399
2022	$15,907,502	$14,775,145	$4,510,229	$1,132,357
2021	$6,712,889	$6,641,183	$4,946,100	$71,706
2020	$12,732,835	$12,974,231	$3,236,795	$-241,396