THE SOFI TUCKER FOUNDATION (EIN 461604854) - 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

SEAN HALL

Phone

6315655146

Tax Period

2023-01-01 to 2023-12-31

THE SOFI TUCKER FOUNDATION, founded in 2012, is a mid-sized nonprofit in the International Affairs sector that reported $12.1M in total revenue in fiscal year 2023. The organization ran a surplus of $8.4M, a strong 70% operating margin.

Mission

TO SUPPORT THE HEALTH AND GENERAL WELL-BEING OF ECONOMICALLY AND SOCIALLY DISADVANTAGED WOMEN

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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 $0

Program Service Revenue $0

Investment Income $12,066,633

Other Revenue $0

TOTAL REVENUE $12,066,633

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,418,443

Other Expenses $3,156,396

TOTAL EXPENSES $3,656,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,066,633	N/A	N/A
Expenses	$3,656,396	$5,458	+668.9%
Net Income	$8,410,237	$-5,458	-1541.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN HALL	EXECUTIVE DIRECTOR	1.50	Officer	$0	$0	$0
MARY B DENNIS	SECRETARY	1.50	Officer Director	$0	$0	$0
MARTHA DENNIS	DIRECTOR	1.50	Director	$0	$0	$0
RICHELIEU W DENNIS JR	DIRECTOR	1.50	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	$12,066,633	$3,656,396	$18,518,106	$8,410,237
2022	No data	$5,458	$10,107,869	No data
2021	$1,032,372	$414,541	$10,190,646	$617,831
2020	$1,608,300	$367,121	$9,572,815	$1,241,179
2019	$22,914,505	$15,750,187	$8,452,691	$7,164,318
2018	$1,907,885	$5,394,187	$1,694,873	$-3,486,302

THE SOFI TUCKER FOUNDATION