BE LOUD SOPHIE FOUNDATION

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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

2014

Legal Domicile

Principal Officer

LUCY STEINER

Phone

9199670934

Tax Period

2025-01-01 to 2025-12-31

BE LOUD SOPHIE FOUNDATION, founded in 2014, is a small nonprofit in the Youth Development sector that reported $483K in total revenue in fiscal year 2025. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $152K, a strong 31% operating margin.

Mission

TO CO-DEVELOP PROGRAMS AT UNIVERSITY OF NORTH CAROLINA (UNC) HOSPITALS THAT WILL IMPROVE THE CARE IT PROVIDES TO ADOLESCENT AND YOUNG ADULT CANCER PATIENTS.

Program Service Accomplishments

Program 1

Expenses: $316,978

IN 2025, THE BE LOUD! SOPHIE FOUNDATION FUNDED SEVERAL POSITIONS AT UNC HOSPITALS AND COVERED VARIOUS PROGRAMMATIC COSTS ASSOCIATED WITH THE UNC AYA CANCER PROGRAM, WHICH TREATS ADOLESCENT AND YOUNG ADULT CANCER PATIENTS. THE FOUNDATION ALSO PROVIDED SEPARATE FUNDING TO SUPPORT COSTS OF THE UNC AYA CANCER PROGRAMS HUB AND SPOKE MODEL.

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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 $466,411

Program Service Revenue $0

Investment Income $21,149

Other Revenue $-4,786

TOTAL REVENUE $482,774

Expense Breakdown

Grants Paid $316,978

Salaries & Benefits $0

Fundraising Expenses $880

Program Expenses $316,978

Other Expenses $13,963

TOTAL EXPENSES $330,941

Year-over-Year Comparison

	2025	2024	Change
Revenue	$482,774	$984,267	-0.5%
Expenses	$330,941	$879,509	-0.6%
Net Income	$151,833	$104,758	+0.4%

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
LUCY STEINER	PRESIDENT	1.00	Officer Director	$0	$0	$0
NIKLAUS STEINER	TREASURER	1.00	Officer Director	$0	$0	$0
BETH LEIRO	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL YOUNGMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA MONTROSS	DIRECTOR	1.00	Director	$0	$0	$0
LOU ANNE CRUMPLER	DIRECTOR	1.00	Director	$0	$0	$0
DON STEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
AMY ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
DR STUART GOLD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BALCOM	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY TYNDALL	DIRECTOR	1.00	Director	$0	$0	$0
DR IAN DAVIS	DIRECTOR	1.00	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
2025	$482,774	$330,941	$773,050	$151,833
2024	No data	No data	No data	No data
2023	$358,070	$239,986	$516,459	$118,084
2022	$272,702	$301,344	$398,375	$-28,642
2021	$267,975	$280,941	$427,017	$-12,966
2020	$230,052	$128,018	$439,984	$102,034
2019	$324,707	$351,433	$337,950	$-26,726
2018	$249,145	$110,771	$364,676	$138,374