SOPHIA HOUSE INC (EIN 391560027) - 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

1986

Legal Domicile

Principal Officer

FAY ANNE TAVEIRNE

Phone

4146515885

Tax Period

2020-01-01 to 2020-12-31

SOPHIA HOUSE INC, founded in 1986, is a small nonprofit that reported $212K in total revenue in fiscal year 2020. Revenue surged 546% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 95% operating margin.

Mission

RELIGIOUS RETREATS AND SPIRITUAL DIRECTION FOR GROUPS & INDIVIDUALS

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,660

Program Service Revenue $3,690

Investment Income $202,602

Other Revenue $0

TOTAL REVENUE $211,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,397

Fundraising Expenses $0

Program Expenses $7,525

Other Expenses $6,234

TOTAL EXPENSES $9,631

Year-over-Year Comparison

	2020	2019	Change
Revenue	$211,952	$32,816	+5.5%
Expenses	$9,631	$38,243	-0.7%
Net Income	$202,321	$-5,427	-38.3%

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

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

$2,820

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MISTY ELLEN KREIDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI SJOSTROM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FAY ANNE TAVEIRNE	TREASURER	2.00	Officer Director	$0	$0	$0
JANET GAGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SHARON DURSKI	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY HINTZ	DIRECTOR	1.00	Director	$0	$0	$0
SR ROSE ANN TRZIL	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
DENISE BACHAND	DIRECTOR	2.00	Director	$2,820	$0	$2,820

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
2020	$211,952	$9,631	No data	$202,321

SOPHIA HOUSE INC