The Sobriety Resource (EIN 461519287) - 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

Phone

4049520363

Tax Period

2024-01-01 to 2024-12-31

The Sobriety Resource, founded in 2012, is a small nonprofit in the Mental Health sector that reported $401K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $105K, a strong 26% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO OFFER ASSESSMENTS, FAMILY SUPPORT, AND NEEDS-BASED FINANCIAL ASSISTANCE TO INDIVIDUALS ATTEMPTING TO RECOVER FROM SUBSTANCE ABUSE AND OTHER ADDICTIVE ISSUES.

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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 $401,318

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $401,318

Expense Breakdown

Grants Paid $253,191

Salaries & Benefits $0

Fundraising Expenses $19,039

Program Expenses $253,652

Other Expenses $31,281

TOTAL EXPENSES $295,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,318	$465,927	-0.1%
Expenses	$295,951	$436,372	-0.3%
Net Income	$105,367	$29,555	+2.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Yvette Williams	Director	Director	$0	$0	$0
Charmon Talley	President & CEO	Director	$0	$0	$0
Nikeisha Whatley	Director	Director	$0	$0	$0
Marsha Lake	Director	Director	$0	$0	$0
Doug Brush	Director	Director	$0	$0	$0
Brett Bagley	CFO	Director	$0	$0	$0
Julie Hansen	Secretary	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	$401,318	$295,951	$289,606	$105,367
2023	$465,927	$436,372	$212,462	$29,555
2022	$458,967	$491,112	$180,941	$-32,145
2021	$297,893	$238,912	$212,905	$58,981
2020	$278,942	$182,694	$156,766	$96,248

The Sobriety Resource