Friends In Sonoma Helping Inc (EIN 237441289) - 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

1971

Legal Domicile

Principal Officer

Sandy Piotter

Phone

7079960111

Tax Period

2023-01-01 to 2023-12-31

Friends In Sonoma Helping Inc, founded in 1971, is a small nonprofit in the Human Services sector that reported $664K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 24% operating margin.

Mission

Helping neighbors within Sonoma Valley by providing critical safety net services.

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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 $558,752

Program Service Revenue $0

Investment Income $105,658

Other Revenue $0

TOTAL REVENUE $664,410

Expense Breakdown

Grants Paid $384,834

Salaries & Benefits $0

Fundraising Expenses $6,312

Program Expenses $467,343

Other Expenses $121,557

TOTAL EXPENSES $506,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$664,410	$484,755	+0.4%
Expenses	$506,391	$484,637	+0.0%
Net Income	$158,019	$118	+1338.1%

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

150

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
Joanne Brown	Director	5.00	Director	$0	$0	$0
Maria Lounibos	Director	5.00	Director	$0	$0	$0
Thomas A Haeuser	President	5.00	Officer Director	$0	$0	$0
Phyllis Anderson	Secretary	5.00	Officer Director	$0	$0	$0
Arlene Holt	Director	25.00	Director	$0	$0	$0
Nadine Yenni	Treasurer	10.00	Officer Director	$0	$0	$0
Sandy Piotter	Executive Dir.	35.00	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
2024	No data	No data	No data	No data
2023	$664,410	$506,391	$2,854,464	$158,019
2022	$484,755	$484,637	$2,692,112	$118
2021	$1,304,347	$587,371	$2,693,887	$716,976
2020	$1,389,287	$1,027,647	$1,974,816	$361,640
2019	$323,231	$453,911	$1,616,435	$-130,680
2018	$345,407	$422,237	$1,746,785	$-76,830

Friends In Sonoma Helping Inc