SOPHIA'S HEARTH FAMILY CENTER (EIN 020498055) - 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

1999

Legal Domicile

Principal Officer

ANASTASIA PIEHLER

Phone

6033573755

Tax Period

2023-07-01 to 2024-06-30

SOPHIA'S HEARTH FAMILY CENTER, founded in 1999, is a small nonprofit in the Human Services sector that reported $725K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $2.0M represent 33 months of operating reserves.

Mission

WE ARE AN EARLY CHILDHOOD CENTER PROVIDING CHILDCARE FOR WORKING PARENTS, DIRECT PARENT SUPPORT FOR PARENTS WITH INFANTS AND YOUNG CHILDREN, AND PROFESSIONAL TEACHER DEVELOPMENT, BASED UPON WALDORF EARLY CHILDHOOD EDUCATION AND OTHER BEST PRACTICES.

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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 $38,154

Program Service Revenue $563,756

Investment Income $120,788

Other Revenue $2,428

TOTAL REVENUE $725,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $392,555

Fundraising Expenses $34,859

Program Expenses $567,801

Other Expenses $325,521

TOTAL EXPENSES $718,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$725,126	$804,140	-0.1%
Expenses	$718,076	$680,806	+0.1%
Net Income	$7,050	$123,334	-0.9%

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

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

$47,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANASTASIA PIEHLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
FLOYD CREECH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE YEOMANS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY LEWIS	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE DUNLAP	TREASURER	1.00	Officer Director	$0	$0	$0
TASHA SPRUCHMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN LAMOUREUX	EXECUTIVE DIRECTOR	32.00	Officer	$47,020	$0	$47,020

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	$725,126	$718,076	$2,773,578	$7,050
2023	$804,140	$680,806	$2,926,910	$123,334
2022	$744,797	$823,725	$2,718,654	$-78,928
2021	$882,765	$746,567	$3,038,231	$136,198
2020	$590,300	$733,936	$2,900,169	$-143,636
2019	$744,887	$738,574	$2,958,210	$6,313

SOPHIA'S HEARTH FAMILY CENTER