STEP UP FOR STUDENTS INC (EIN 873825479) - 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

2021

Legal Domicile

Principal Officer

GRETCHEN SCHOENHAAR

Phone

9043522246

Tax Period

2024-07-01 to 2025-06-30

STEP UP FOR STUDENTS INC, founded in 2021, is a mid-sized nonprofit in the Human Services sector that reported $35.6M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

STEP UP FOR STUDENTS, INC. EMPOWERS FAMILIES TO PURSUE AND ENGAGE IN THE MOST APPROPRIATE LEARNING OPTIONS FOR THEIR CHILDREN, WITH AN EMPHASIS ON FAMILIES WHO LACK THE INFORMATION AND FINANCIAL RESOURCES TO ACCESS THESE OPTIONS. BY PURSUING THIS MISSION, WE HELP PUBLIC EDUCATION FULFILL THE PROMISE OF EQUAL OPPORTUNITY.

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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 $0

Program Service Revenue $35,541,326

Investment Income $30,487

Other Revenue $0

TOTAL REVENUE $35,571,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,415,644

Fundraising Expenses $0

Other Expenses $10,125,682

TOTAL EXPENSES $35,541,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,571,813	$27,431,677	+0.3%
Expenses	$35,541,326	$25,506,410	+0.4%
Net Income	$30,487	$1,925,267	-1.0%

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

197

Volunteers

N/A

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

$2,946,429

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN F KIRTLEY	BOARD CHAIR	2.00	Director	$0	$0	$0
PAUL SHERMAN	VICE CHAIR	2.00	Director	$0	$0	$0
DENISHA ALLEN MERRIWEATHER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL CONLIN	DIRECTOR	2.00	Director	$0	$0	$0
KAREN HOBBS	DIRECTOR	2.00	Director	$0	$0	$0
TERRY JOVE	DIRECTOR	2.00	Director	$0	$0	$0
LINH LAM	DIRECTOR	2.00	Director	$0	$0	$0
ALFRED AL LAWSON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD OUTRAM	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS STOKES	DIRECTOR	2.00	Director	$0	$0	$0
DOUG TUTHILL	CHIEF VISION OFFICER	2.00	Officer	$17,389	$39,963	$387,747
JOE PFOUNTZ	TREASURER & CFO	2.00	Officer	$13,751	$39,117	$314,141
LESLEY SEARCY	SECRETARY, CGO	2.00	Officer	$13,811	$14,861	$291,075
JANIE GORDON	CHIEF OPERATING OFFICER	2.00	Officer	$1,839	$1,251	$38,031
JILL LAROSE	CHIEF CULTURE OFFICER	2.00	Officer	$10,941	$22,330	$241,148
FRANK E SIKERNITSKY	CHIEF INFORMATION OFFICER	2.00	Officer	$10,716	$31,022	$245,347
JIMMY S ANGLIN	CHIEF INFORMATION SECURITY OFFICER	2.00	Officer	$2,179	$7,393	$50,968
RUTH ROSE	CHIEF CST. EXP. OFFICER (THRU 09/24)	2.00	Officer	$17,765	$33,917	$389,226
ALEXANDER J MANGAN	CHIEF PRODUCT OFFICER (THRU 12/24)	2.00	Officer	$12,867	$48,031	$305,374
SAMANTHA ESPINOSA	CHIEF HR OFFICER (THRU 06/25)	2.00	Officer	$11,597	$46,323	$278,270
JULEE SANDERSON	CHIEF TECHNOLOGY OFFICER	2.00	Officer	$1,526	$479	$31,006
GRETCHEN SCHOENHAAR	CHIEF EXECUTIVE OFFICER	2.00	Officer	$17,498	$24,144	$374,096
KRISTOPHER KILTON	ARCHITECT, SOLUTION	2.00	Highest	$8,715	$38,910	$213,216
CHARLES A WADE	SR DIR, ENTERP. STANDARDS/SYST. ARCHITECT	2.00	Highest	$9,963	$42,274	$241,535
SEAN K CHARTIER	ARCHITECT, DATA	2.00	Highest	$10,098	$25,223	$227,180
DAVID FINCH	ARCHITECT, CLOUD	2.00	Highest	$8,981	$30,116	$209,729
CRAIG GONSALVES	VP OF IT SOLUTIONS	2.00	Highest	$8,676	$46,397	$219,920
SHAFAYET IMAM	CIO (THRU 05/24)	2.00		$6,130	$21,965	$144,564

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	$35,571,813	$35,541,326	$3,375,754	$30,487
2024	No data	No data	No data	No data
2022	$7,527,762	$7,527,608	$924,130	$154

STEP UP FOR STUDENTS INC