STEP, Inc.

Nonprofit profile at a glance

EIN
231668784
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Williamsport, PA, US
Phone
(570) 326-0587
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$31,848,840
Expenses
$29,546,051
Assets
$19,993,631
Liabilities
$6,409,619

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • JAMES PLANKENHORN (PRESIDENT/CE)
  • RACHELLE ABBOTT (PRESIDENT/CE)

Highest reported compensation

  • JAMES PLANKENHORN (PRESIDENT/CE): $191,076 total reported compensation
  • PATTI KIESSLING (CFO): $146,730 total reported compensation
  • RACHELLE ABBOTT (PRESIDENT/CE): $141,855 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

STEP's mission is to engage diverse individuals, families, and communities in the pursuit of social and economic success.

What it reported doing in 2024

Workforce development: 291,385 83 individuals achieved, maintained or improved their employment utilizing workforce development services and/or receiving employment support services such as transportation assistance; 19 youth earned their ged and/or obtained employment community collaboration: 1,408,365 (revenue 225,927) 10,085 diverse individuals, families and communities achieved social and economic goals through community learning and service, linkages with other health and human services, or through training/technical assistance to a variety of community organizations.

Operating model

Revenue model
Grant-funded. 91% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 71
  • Accountability: 100
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.1%; rating input score 83
  • Program expense ratio: 89.5%; rating input score 90
  • Fundraising efficiency: $7,712.32 raised per $1 spent on fundraising; rating input score 99; 99th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 7.2%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 0.68; rating input score 23; 23rd percentile among comparable filings
  • Liabilities to assets ratio: 0.32; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: 2.1%; rating input score 76; 76th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 28th percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: 5.3% per year; rating input score 100; 37th percentile among comparable filings

Details

  • What they do: 15 programs and campaigns described on the official site · 4 operating locations identified
  • Where the money goes: 83.1% of revenue deployed · 89.5% of spending went to programs
  • Governance: 15 of 15 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $26.4M in reported program spending
  • Leadership: top reported pay $191K · 19 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.2M reported
  • Consistency: 24 of 24 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 23/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.