SOLE EFFECTS (EIN 473099057) - 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

2015

Legal Domicile

Principal Officer

KEVIN OGDEN

Tax Period

2024-12-01 to 2024-12-31

SOLE EFFECTS, founded in 2015, is a micro nonprofit in the Human Services sector that reported $32K in total revenue in fiscal year 2024. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $173K exceeded revenue, resulting in a 447% operating deficit.

Mission

THE MISSION OF SOLE EFFECTS IS TO EMPOWER YOUTH TO BECOME CONFIDENT PURPOSE-DRIVEN LEADERS.

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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 $25,150

Program Service Revenue $0

Investment Income $6,410

Other Revenue $0

TOTAL REVENUE $31,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,542

Fundraising Expenses $0

Program Expenses $165,137

Other Expenses $29,015

TOTAL EXPENSES $172,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,560	$660,486	-1.0%
Expenses	$172,557	$262,715	-0.3%
Net Income	$-140,997	$397,771	-1.4%

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

N/A

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

$127,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN OGDEN	CEO	40.00	Officer	$77,000	$0	$77,000
PAULA ZIMMERMAN	DIRECTOR CUR	40.00	Officer	$50,750	$0	$50,750
KEVIN OGDEN	CHAIRMAN	10.00	Director	$0	$0	$0
STEVE LOCHRIDGE	TREASURER	2.00	Director	$0	$0	$0
JODI GREENE	BOARD MEMBER	2.00	Director	$0	$0	$0
JANET PEW	SECRETARY	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	$31,560	$172,557	$264,562	$-140,997
2023	$660,486	$262,715	$405,559	$397,771

SOLE EFFECTS