SOZO SUPPORTING ORGANIZATION FUND (EIN 463233560) - 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

2013

Legal Domicile

Principal Officer

DAVID A DILLON

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

SOZO SUPPORTING ORGANIZATION FUND, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $500K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $829K exceeded revenue, resulting in a 66% operating deficit.

Mission

EMPOWER ORGANIZATIONS TO HELP COMMUNITIES AND INDIVIDUALS TO GROW IN THE DEPTH OF THEIR KNOWLEDGE OF JESUS CHRIST AND IN THEIR ABILITY TO CO-LABOR WITH HIM TO BUILD HIS KINGDOM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $482,576

Program Service Revenue $0

Investment Income $17,332

Other Revenue $0

TOTAL REVENUE $499,908

Expense Breakdown

Grants Paid $815,609

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $828,364

Other Expenses $12,996

TOTAL EXPENSES $828,605

Year-over-Year Comparison

	2025	2024	Change
Revenue	$499,908	$630,543	-0.2%
Expenses	$828,605	$2,376,895	-0.7%
Net Income	$-328,697	$-1,746,352	-0.8%

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

$487,167

Total Directors

$487,167

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID A DILLON	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHELE F DILLON	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
WILLIAM N SCHOLTENS	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
ROGER L SANDBERG SR	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$38,139	$251,785
KAREN J JONAS	TREASURER/DIRECTOR	1.00	Officer Director	$0	$23,963	$235,382
KRISTEN M LEWIS	FORMER TREASURER/DIRECTOR	0.00		$0	$23,214	$220,291
DANA E RING	FORMER TREASURER/DIRECTOR	0.00		$0	$10,140	$179,009

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
2025	$499,908	$828,605	$327,169	$-328,697
2024	$630,543	$2,376,895	$657,065	$-1,746,352
2023	$526,910	$843,942	$2,221,764	$-317,032
2022	$779,750	$559,413	$2,415,114	$220,337
2021	$2,476,211	$599,325	$2,120,286	$1,876,886
2020	$216,668	$226,559	$185,121	$-9,891

SOZO SUPPORTING ORGANIZATION FUND