SOPHIA INSTITUTE (EIN 222548708) - 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

1982

Legal Domicile

Principal Officer

CHARLES MCKINNEY

Phone

6036419344

Tax Period

2021-01-01 to 2021-12-31

SOPHIA INSTITUTE, founded in 1982, is a community nonprofit in the Religion sector that reported $7.9M in total revenue in fiscal year 2021. Expenses of $7.4M left a modest 6% surplus.

Mission

SOPHIA INSTITUTE NURTURES THE SPIRITUAL, MORAL AND CULTURAL LIFE OF SOULS AND SPREADS THE GOSPEL OF CHRIST IN CONFORMITY WITH THE AUTHENTIC TEACHINGS OF THE ROMAN CATHOLOC CHURCH. SOPHIA INSTITUE OPERATES SEVERAL APOSTOLATES, INCLUDING SOPHIA INSTITUTE PRESS, SOPHIA INSTITUTE FOR TEACHERS, CATHOLICEXCHANGE.COM AND CRISISMAGAZINE.COM

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,345,725

Program Service Revenue $35,150

Investment Income $230

Other Revenue $6,512,638

TOTAL REVENUE $7,893,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,282,411

Fundraising Expenses $45,455

Program Expenses $6,003,332

Other Expenses $3,131,919

TOTAL EXPENSES $7,414,330

Year-over-Year Comparison

	2021	2020	Change
Revenue	$7,893,743	$8,252,413	0.0%
Expenses	$7,414,330	$5,446,181	+0.4%
Net Income	$479,413	$2,806,232	-0.8%

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

$225,000

Total Directors

$225,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES MCKINNEY	EXECUTIVE DI	40.00	Officer Director	$225,000	$0	$225,000
FR WILLIAM BROWN	TRUSTEE	0.10	Director	$0	$0	$0
JIM BROWN	TRUSTEE	0.10	Director	$0	$0	$0
DANIEL BURKE	TRUSTEE	0.10	Director	$0	$0	$0
GREG PFUNDSTEIN	TRUSTEE	0.10	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
2021	$7,893,743	$7,414,330	$8,448,181	$479,413
2020	$8,252,413	$5,446,181	$7,378,445	$2,806,232
2019	$5,520,789	$5,088,038	$3,706,373	$432,751
2018	$5,422,605	$4,948,588	$3,024,028	$474,017

SOPHIA INSTITUTE