STEP FORWARD ACTIVITIES 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

1976

Legal Domicile

Principal Officer

ROBERT ELLINGSON

Phone

5415237475

Tax Period

2023-07-01 to 2024-06-30

STEP FORWARD ACTIVITIES INC, founded in 1976, is a community nonprofit in the Employment sector that reported $4.5M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 27% operating margin.

Mission

TRAINING MENTALLY HANDICAPPED INDIVIDUALS IN JOB AND DAILY LIVING SKILLS

Program Service Accomplishments

Program 1

Expenses: $2,821,830 Revenue: $2,057,007

PRIMARY ACTIVITY IS TO TRAIN MENTALLY HANDICAPPED AND DEVELOPMENTALLY DISABLED ADULTS IN JOB SKILLS AND DAILY EXISTENCE, NORMALLY SERVING 35-45 ADULTS THOUGHOUT THE YEAR

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,225,929

Program Service Revenue $249,332

Investment Income $196,082

Other Revenue $874,019

TOTAL REVENUE $4,545,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,688,658

Fundraising Expenses $0

Program Expenses $2,821,830

Other Expenses $637,690

TOTAL EXPENSES $3,326,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,545,362	$4,503,057	+0.0%
Expenses	$3,326,348	$3,328,096	0.0%
Net Income	$1,219,014	$1,174,961	+0.0%

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

101

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

$185,423

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ELLINGSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES VAUGHAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BOGART	TRUSTEE	1.00	Director	$0	$0	$0
REGINA VALENTINE	TRUSTEE	1.00	Director	$0	$0	$0
MITCH GROVE	TRUSTEE	1.00	Director	$0	$0	$0
SASHA GAZELY	CEO	40.00	Officer	$102,491	$0	$102,491
ASHLEY DIXON	CFO	40.00	Officer	$82,932	$0	$82,932

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	$4,545,362	$3,326,348	$8,044,132	$1,219,014
2023	$4,503,057	$3,328,096	$6,904,838	$1,174,961
2022	$4,100,123	$3,312,337	$5,687,467	$787,786
2021	$3,583,008	$3,426,746	$4,930,574	$156,262
2020	$4,012,912	$3,600,163	$4,768,182	$412,749
2019	$3,963,620	$3,891,299	$4,338,628	$72,321
2018	$3,995,206	$3,913,094	$4,347,982	$82,112