THE SOPHIA WAY (EIN 454084539) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

DIETRA CLAYTON

Phone

4254636285

Tax Period

2023-01-01 to 2023-12-31

THE SOPHIA WAY, founded in 2011, is a community nonprofit in the Human Services sector that reported $4.0M in total revenue in fiscal year 2023.

Mission

THE SOPHIA WAY IS A PLACE OF HOPE AND CHANGE FOR WOMEN. WE SUPPORT THEM ON THEIR JOURNEY FROM HOMELESSNESS TO SAFE AND STABLE LIVING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,011,597

Program Service Revenue $0

Investment Income $9,593

Other Revenue $-34,785

TOTAL REVENUE $3,986,405

Expense Breakdown

Grants Paid $298,065

Salaries & Benefits $2,432,721

Fundraising Expenses $331,337

Program Expenses $3,009,095

Other Expenses $1,382,817

TOTAL EXPENSES $4,139,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,986,405	$3,835,514	+0.0%
Expenses	$4,139,803	$3,838,109	+0.1%
Net Income	$-153,398	$-2,595	+58.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

749

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

$208,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIETRA CLAYTON	MANAGING EXECUTIVE DIRECTOR	40.00	Officer	$151,430	$10,505	$161,935
XENANA PETERS EXECUTIVE	DIRECTOR OF DEVELOPMENT & ENGAGEMENT	40.00	Officer	$43,593	$2,641	$46,234
SUZANNE JUSTICE	CHAIR	5.00	Officer Director	$0	$0	$0
KATOYA PALMER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DANIELLE PORTER	TREASURER	10.00	Officer Director	$0	$0	$0
BETH OSBORNE	SECRETARY	5.00	Officer Director	$0	$0	$0
TANISHA DAVIS-DOSS	MEMBER (THROUGH AUGUST 2023)	5.00	Director	$0	$0	$0
HYLA DOBAJ	MEMBER (THROUGH MARCH 2023)	5.00	Director	$0	$0	$0
ALEXIS HARDEN	MEMBER	5.00	Director	$0	$0	$0
VIJU MCALLISTER	MEMBER	5.00	Director	$0	$0	$0
HIRAM MOY	MEMBER	5.00	Director	$0	$0	$0
BRIAN ROCKERY	MEMBER (MARCH - OCT 2023)	5.00	Director	$0	$0	$0
NIKI SHARAN	MEMBER	5.00	Director	$0	$0	$0
SUNITA SHASTRI	MEMBER	10.00	Director	$0	$0	$0
JANICE ZAHN	MEMBER	5.00	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	No data	No data	No data	No data
2023	$3,986,405	$4,139,803	$3,361,982	$-153,398
2022	$3,835,514	$3,838,109	$3,480,914	$-2,595
2021	$4,363,097	$4,053,650	$3,535,368	$309,447
2021	$4,350,779	$4,053,422	$3,499,952	$297,357
2020	$3,605,189	$3,615,777	$3,236,750	$-10,588
2019	$3,675,372	$2,529,821	$3,097,478	$1,145,551
2018	$2,259,623	$1,748,731	$1,868,614	$510,892

THE SOPHIA WAY