THE STEP TWO POLICY GROUP INC DBA STEP TWO POLICY PROJECT (EIN 883386655) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

PAUL FRANCIS

Phone

5184298169

Tax Period

2023-07-01 to 2024-06-30

THE STEP TWO POLICY GROUP INC DBA STEP TWO POLICY PROJECT, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $325K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $379K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROMOTE, FOSTER, AND SUPPORT THE ADVANCEMENT OF HEALTHCARE POLICY INITIATIVES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $325,000

Program Service Revenue $0

Investment Income $36

Other Revenue $0

TOTAL REVENUE $325,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $337,234

Fundraising Expenses $0

Program Expenses $366,224

Other Expenses $41,798

TOTAL EXPENSES $379,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,036	$300,047	+0.1%
Expenses	$379,032	$214,834	+0.8%
Net Income	$-53,996	$85,213	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

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

$225,000

Total Directors

$225,000

Key Employees

$91,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL FRANCIS	CHAIRMAN,DIRECTOR	5.00	Officer Director	$0	$0	$0
MATTHEW JACOBS	SECY, TREAS, DIRECTOR	1.00	Officer Director	$0	$0	$0
SALLY DRESLIN	EXEC DIRECTOR, DIRECTOR	40.00	Officer Director	$225,000	$0	$225,000
ADRIENNE ANDERSON	SENIOR POLICY FELLOW	40.00	Key Emp	$91,500	$0	$91,500

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	No data	No data	No data	No data
2024	$325,036	$379,032	$33,655	$-53,996
2023	$300,047	$214,834	$87,463	$85,213

THE STEP TWO POLICY GROUP INC DBA STEP TWO POLICY PROJECT