SOBRIETY FOUNDATION (EIN 452541256) - 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

Principal Officer

SUSAN PETERSON

Phone

8019724800

Tax Period

2024-01-01 to 2024-12-31

SOBRIETY FOUNDATION is a small nonprofit in the Health Care sector that reported $437K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $487K exceeded revenue, resulting in a 12% operating deficit.

Mission

SOBRIETY FOUNDATION PROVIDES FUNDING TO INDIVIDUALS WITH SUBSTANCE USE DISORDERS WHO HAVE LIMIITED FINANCAIL RESOURCES. WE PROVIDE FINANCIAL SUPPORT FOR SOBER LIVING AND OTHER WRAPAROUND SERVICES TO PROMOTE LONG TERM RECOVERY EFFORTS. SOBRIETY FOUNDATION ENVISIONS A WORLD IN WHICH ALL UTAHNS STRUGGLING WITH SUBSTANCE MISUSE HAVE ACCESS TO THE RESOURCES CRUCIAL TO REBUILD THEIR LIVES AND ACHIEVE LIFELONG SOBRIETY.

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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 $436,521

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $436,521

Expense Breakdown

Grants Paid $253,187

Salaries & Benefits $12,734

Fundraising Expenses $203,712

Program Expenses $253,187

Other Expenses $221,391

TOTAL EXPENSES $487,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,521	$525,814	-0.2%
Expenses	$487,312	$538,477	-0.1%
Net Income	$-50,791	$-12,663	+3.0%

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

100

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

$12,734

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIKA SHERIFF	ADVOCATE	10.00	Director	$12,734	$0	$12,734
AARON BRYANT	CHAIRMAN	1.25	Officer Director	$0	$0	$0
KRISTEN BROWN	MEMBER	0.25	Director	$0	$0	$0
SUSAN PETERSON	SECRETARY-TR	10.00	Officer Director	$0	$0	$0
TERRY SELLERS	MEMBER	0.25	Director	$0	$0	$0
RYAN HYMAS	MEMBER	0.25	Director	$0	$0	$0
TERRY OLSON	MEMBER	0.25	Director	$0	$0	$0
PORTIA LOUDER	MEMBER	0.25	Director	$0	$0	$0
ANDREA HULSE	MEMBER	0.25	Director	$0	$0	$0
ALISA GRIFFITH	MEMBER	0.25	Director	$0	$0	$0
VICKI SHAW	MEMBER	0.25	Director	$0	$0	$0
JIM PHELPS	CO-CHAIRMAN	1.25	Officer Director	$0	$0	$0
MEGAN FARMER	INTR EXEC DI	1.25	Director	$0	$0	$0
EVAN DONE	MEMBER	0.25	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
2024	$436,521	$487,312	$155,747	$-50,791
2023	$525,814	$538,477	$206,538	$-12,663
2022	$375,054	$346,446	$219,201	$28,608
2021	$388,664	$293,312	$190,593	$95,352
2019	$233,854	$231,095	$62,117	$2,759

SOBRIETY FOUNDATION