THE SOFT POWER HEALTH TRUST (EIN 206195776) - 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

2004

Legal Domicile

Principal Officer

DR JESSIE STONE

Phone

9142827354

Tax Period

2024-05-01 to 2025-04-30

THE SOFT POWER HEALTH TRUST, founded in 2004, is a small nonprofit in the Diseases & Disorders sector that reported $814K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $238K, a strong 29% operating margin.

Mission

PROVIDE FUNDING TO A CLINIC DEDICATED TO IMPROVING LIVES THROUGH EXPERIENTIAL EDUCATION, HEALTH EDUCATION, AND HEALTH CARE.

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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 $767,973

Program Service Revenue $0

Investment Income $46,313

Other Revenue $0

TOTAL REVENUE $814,286

Expense Breakdown

Grants Paid $433,771

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $433,771

Other Expenses $142,288

TOTAL EXPENSES $576,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$814,286	$1,114,939	-0.3%
Expenses	$576,059	$500,453	+0.2%
Net Income	$238,227	$614,486	-0.6%

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

N/A

Volunteers

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

$2,500

Total Directors

$2,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JESSIE STONE	PRESIDENT	6.00	Officer Director	$2,500	$0	$2,500
CLARE CHESTER STONE	TRUSTEE	1.00	Director	$0	$0	$0
DR PHILIP LEVY	TRUSTEE	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	$814,286	$576,059	$1,497,788	$238,227
2024	$1,114,939	$500,453	$1,266,724	$614,486
2023	$543,511	$563,469	$638,501	$-19,958
2022	$529,113	$546,202	$650,303	$-17,089
2021	$694,708	$489,393	$667,556	$205,315
2020	$853,520	$479,323	$462,126	$374,197
2019	$589,461	$564,488	$87,986	$24,973
2018	$387,037	$497,545	$70,039	$-110,508

THE SOFT POWER HEALTH TRUST