THE STEP UP FOUNDATION

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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

2021

Legal Domicile

Phone

7578161461

Tax Period

2024-01-01 to 2024-12-31

THE STEP UP FOUNDATION, founded in 2021, is a small nonprofit in the Mental Health sector that reported $627K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $357K, a strong 57% operating margin.

Mission

TO RAISE AWARENESS AND PROVIDE FUNDING FOR PROGRAMS TO TREAT MILITARY SPECIFIC INJURIES SUCH AS TBI AND BLAST WAVE INJURY WITH THE GOAL TO END VETERAN SUICIDE.

Program Service Accomplishments

Program 1

Expenses: $199,869

TO CHANGE THE NARRATIVE CONCERNING THE NUMBER OF VETERAN SUICIDES BY DRAMATICALLY EXPANDING AWARENESS REGARDING THE EFFECTS OF BLAST WAVE INJURY, TRAUMATIC BRAIN INJURIES, AND POST TRAUMATIC STRESS. PROVIDED FUNDING TO TWO ORGANIZATIONS IN SUPPORT OF THEIR SERVICES AIMED AT ASSISTING MILITARY VETERANS WITH THEIR SPECIFIC PHYSICAL AND MENTAL HEALTH ISSUES.

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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 $615,533

Program Service Revenue $0

Investment Income $11,458

Other Revenue $0

TOTAL REVENUE $626,991

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $69,819

Fundraising Expenses $57,060

Program Expenses $199,869

Other Expenses $109,869

TOTAL EXPENSES $269,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$626,991	$338,382	+0.9%
Expenses	$269,688	$132,986	+1.0%
Net Income	$357,303	$205,396	+0.7%

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

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

$64,857

Total Directors

$42,857

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SARA REBECCA WILKINSON	PRESIDENT	Officer Director	$42,857	$0	$42,857
MEGHAN RODMAN	COO	Officer	$22,000	$0	$22,000
KARIANNE ANTHES	VICE PRESIDENT	Officer Director	$0	$0	$0
BILL ANTHES	TREASURER	Officer Director	$0	$0	$0
HEATHER ALBRITTON	SECRETARY	Officer Director	$0	$0	$0
AARON RIFE	N/A	Officer	$0	$0	$0
COURTNEY RIFE	N/A	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
2024	$626,991	$269,688	$668,153	$357,303
2023	$338,382	$132,986	$308,986	$205,396
2022	$294,534	$194,034	$104,807	$100,500