SOCE NEIGHBORHOOD ACTION FOUNDATION (EIN 473299772) - 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

Principal Officer

ADAM BARLOW-THOMPSON

Phone

3166194940

Tax Period

2024-01-01 to 2024-12-31

SOCE NEIGHBORHOOD ACTION FOUNDATION is a small nonprofit in the Public & Societal Benefit sector that reported $946K in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261K, a strong 28% operating margin.

Mission

WE BELIEVE THAT AN ASSET-BASED APPROACH TO NEIGHBORING CAN CREATE LASTING CHANGE IN THE WORLD, REDUCE A HOST OF SOCIAL ISSUES AND INCREASE THE QUALITY OF LIFE FOR INDIVIDUALS, COMMUNITIES, AND BEYOND. WE ACHIEVE OUR BIG IDEA BY LIVING OUT RELATIONSHIP, ABUNDANCE, AND JOY IN OUR FOUNDING NEIGHBORHOOD AND SHARING WHAT WE'VE LEARNED IN SIMPLE, DOABLE, AND UNIVERSAL WAYS WITH INDIVIDUALS, CHURCHES, AND CIVIC ORGANIZATIONS.

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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 $950,620

Program Service Revenue $15,026

Investment Income $22,037

Other Revenue $-41,555

TOTAL REVENUE $946,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $451,967

Fundraising Expenses $3,939

Program Expenses $629,178

Other Expenses $233,609

TOTAL EXPENSES $685,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$946,128	$463,872	+1.0%
Expenses	$685,576	$600,934	+0.1%
Net Income	$260,552	$-137,062	-2.9%

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

Volunteers

118

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

$101,160

Total Directors

$101,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BARLOW-THOMPSON	EXECUTIVE DI	40.00	Officer Director	$101,160	$0	$101,160
SAVANNAH BALL	MEMBER	2.00	Director	$0	$0	$0
JORDAN BUXTON	MEMBER	2.00	Director	$0	$0	$0
RENEE CHALOUPKA	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
WHITNEY DARCY	MEMBER	2.00	Director	$0	$0	$0
LAURA FISCHER	CHAIR	2.00	Officer Director	$0	$0	$0
ALISSA HUIBSCH	MEMBER	2.00	Director	$0	$0	$0
BECCA JOHNSON	SECRETARY	2.00	Officer Director	$0	$0	$0
MAI KANNERBERG	MEMBER	2.00	Director	$0	$0	$0
SARAH LOPEZ	MEMBER	2.00	Director	$0	$0	$0
JUSTIN MOORE	MEMBER	2.00	Director	$0	$0	$0
DALLAS OWEN	TREASURER	2.00	Officer Director	$0	$0	$0
VALERIE WHITE	MEMBER	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	$946,128	$685,576	$1,278,938	$260,552
2023	$465,771	$600,934	$940,916	$-135,163
2022	$650,708	$567,788	$393,480	$82,920
2021	$475,490	$387,231	$256,075	$88,259
2020	$238,007	$152,693	$173,920	$85,314
2020	$238,007	$152,693	$173,920	$85,314

SOCE NEIGHBORHOOD ACTION FOUNDATION