SOROPTIMIST FOUNDATION INC (EIN 237003691) - 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

2002

Legal Domicile

Principal Officer

MAUREEN MURPHY

Phone

5419085314

Tax Period

2024-07-01 to 2025-06-30

SOROPTIMIST FOUNDATION INC, founded in 2002, is a small nonprofit in the Crime & Legal sector that reported $194K in total revenue in fiscal year 2024. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 26% operating margin.

Mission

IMPROVING THE LIVES OF WOMEN AND CHILDREN, IN LOCAL COMMUNITIES AND THROUGHOUT THE WORLD.

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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 $25,154

Program Service Revenue $0

Investment Income $617

Other Revenue $168,007

TOTAL REVENUE $193,778

Expense Breakdown

Grants Paid $133,665

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,001

Other Expenses $9,182

TOTAL EXPENSES $142,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,778	$101,824	+0.9%
Expenses	$142,847	$123,400	+0.2%
Net Income	$50,931	$-21,576	-3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANICE BUSHNELL	PROGRAM COORDINATOR	1.00	Director	$0	$0	$0
PATTI RANDALL	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
ANDRA ADAMSON	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
NANCY PASFIELD	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
KAREN BRENNAN	PRESIDENT	5.00	Officer	$0	$0	$0
SHANNON HASENACK	VP/PROGRAMMING	2.00	Officer	$0	$0	$0
MAUREEN MURPHY	TREASURER	5.00	Officer	$0	$0	$0
JENNY MAY SHERVIN	RECORDING SECRETARY	2.00	Officer	$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	$193,778	$142,847	$172,631	$50,931

SOROPTIMIST FOUNDATION INC