LIFE STEPS FOUNDATION INC (EIN 953909174) - 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

1983

Phone

3104108190

Tax Period

2024-07-01 to 2025-06-30

LIFE STEPS FOUNDATION INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $14.5M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 25% operating margin.

Mission

TO PROVIDE IN-HOME COMMUNITY BASED SERVICES TO THE MENTALLY, PHYSICALLY, OR DEVELOPMENTALLY DISABLED

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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 $440,925

Program Service Revenue $9,969,600

Investment Income $3,793,583

Other Revenue $291,218

TOTAL REVENUE $14,495,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,164,834

Fundraising Expenses $226,464

Program Expenses $9,377,020

Other Expenses $2,717,112

TOTAL EXPENSES $10,881,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,495,326	$11,192,554	+0.3%
Expenses	$10,881,946	$10,061,510	+0.1%
Net Income	$3,613,380	$1,131,044	+2.2%

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

267

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Chang-Kuo	CEO	40.00		$153,160	$0	$153,160
Susan Chang-Kuo	Board Member	1.00	Officer Director	$0	$0	$0
Paul Yang	Secretary	1.00	Officer Director	$0	$0	$0
Peggy Huang	President	1.00	Officer Director	$0	$0	$0
Pauline Arneberg	Board Member	1.00	Director	$0	$0	$0
Claudia Choy JD LLM Tax	Board Member	1.00	Director	$0	$0	$0
Susan Atkins	Board Member	1.00	Director	$0	$0	$0
Benel Se-Liban	Board Member	1.00	Director	$0	$0	$0
Sanford Livingston Jr	Board Member	1.00	Director	$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
2025	$14,495,326	$10,881,946	$21,491,254	$3,613,380
2024	No data	No data	No data	No data
2023	$12,067,742	$10,287,579	$18,080,228	$1,780,163
2022	$8,167,398	$6,241,080	$16,454,900	$1,926,318
2021	$4,524,528	$3,570,176	$11,505,717	$954,352
2020	$4,689,822	$3,834,148	$8,831,201	$855,674
2019	$4,961,752	$4,250,601	$8,061,376	$711,151
2018	$4,969,967	$4,325,495	$7,451,702	$644,472

LIFE STEPS FOUNDATION INC