SO SHINE FOUNDATION (EIN 454214718) - 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

2012

Legal Domicile

Principal Officer

TAMI LAKEY

Phone

3162047072

Tax Period

2023-01-01 to 2023-12-31

SO SHINE FOUNDATION, founded in 2012, is a small nonprofit in the International Affairs sector that reported $647K in total revenue in fiscal year 2023. Expenses of $731K exceeded revenue, resulting in a 13% operating deficit.

Mission

INCREASE THE HEALTH AND VITALITY OF THE NEIGHBORHOODS WE SERVE THROUGH EDUCATION, MENTORING, LIFE SKILLS TRAINING, AND COMMUNITY DEVELOPMENT

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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 $70,971

Program Service Revenue $550,983

Investment Income $100

Other Revenue $25,034

TOTAL REVENUE $647,088

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $280,447

Fundraising Expenses $5,998

Program Expenses $693,205

Other Expenses $449,408

TOTAL EXPENSES $730,855

Year-over-Year Comparison

	2023	2022	Change
Revenue	$647,088	$621,081	+0.0%
Expenses	$730,855	$699,427	+0.0%
Net Income	$-83,767	$-78,346	+0.1%

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

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

$32,100

Total Directors

$32,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS LAKEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
JULIE FRIESEN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
TAMI LAKEY	SECRETARY/STRATEGIC DIRECTOR	45.00	Officer Director	$32,100	$0	$32,100
RYAN VOGT	BOARD MEMBER	5.00	Director	$0	$0	$0
GREG NOLL	BOARD MEMBER	2.00	Director	$0	$0	$0
BENJAMIN MEIER	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANA CARBAJAL	BOARD MEMBER	2.00	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	$647,088	$730,855	$510,707	$-83,767
2022	$621,081	$699,427	$652,366	$-78,346
2021	$488,110	$523,305	$49,012	$-35,195
2020	$341,525	$346,098	$86,622	$-4,573
2019	$265,963	$264,854	$12,750	$1,109
2018	$224,697	$221,228	$21,140	$3,469

SO SHINE FOUNDATION