The Sophia Institute

EIN: 571108419 501(c)(3) Human Services

CHARLESTON, SC

Total Revenue
$224,720
Total Expenses
$240,387
Total Assets
$167,275
Net Assets
$138,469
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
SC
Phone
8437208528
Tax Period
2023-01-01 to 2023-12-31

The Sophia Institute, founded in 2000, is a small nonprofit in the Human Services sector that reported $225K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

THE SOPHIA INSTITUTE PROVIDES LEADING EDGE PROGRAMS TAUGHT BY THE WORLD'S FOREMOST THINKERS AND TEACHERS THAT FOSTER WISDOM, WHOLENESS, ONENESS, SUSTAINABILITY, PEACE, AND THE INTEGRATION OF THE SACRED FEMININE AND MASCULINE FOR THE TRANSFORMATION OF SELF AND SOCIETY.

Program Service Accomplishments

Program 1
Expenses: $192,881 Revenue: $79,396

The Sophia Institute functions as a modern Wisdom Institute, offering leading-edge educational programs, workshops, and retreats for small as well as large groups. Our wide range of programs address...

Read more

The Sophia Institute functions as a modern Wisdom Institute, offering leading-edge educational programs, workshops, and retreats for small as well as large groups. Our wide range of programs address the needs of those in the midst of personal and interpersonal transformation, as well as those seeking to integrate the work into business, family, education, religion, healing professions, and the arts. The Sophia Institute has recently updgraded its website so visitors to the site can find out more about the organization's programs and events. The faculty consists of some of the world's most respected and renowned teachers, leaders and visionaries. They are often psychiatrists, psychotherapists, anthropologists, environmental scientists, theologians and philosophers, but also poets, writers, artists and spiritual mentors. The faculty will lead retreats, special events and or additional programs for the organization.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $145,184
Program Service Revenue $79,396
Investment Income $140
Other Revenue $0
TOTAL REVENUE $224,720

Expense Breakdown

Grants Paid $0
Salaries & Benefits $62,348
Fundraising Expenses $27,198
Program Expenses $192,881
Other Expenses $178,039
TOTAL EXPENSES $240,387

Year-over-Year Comparison

2023 2022 Change
Revenue $224,720 $297,979 -0.2%
Expenses $240,387 $289,754 -0.2%
Net Income $-15,667 $8,225 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
8
Employees
2
Volunteers
8

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
1
$54,167
Total Directors
9
$54,167
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A EXECUITIVE DIRECTOR 40.0
Officer Director
$54,167 $0 $54,167
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
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 $224,720 $240,387 $167,275 $-15,667
2022 $297,979 $289,754 $180,239 $8,225
2021 $310,075 $312,586 $170,062 $-2,511
2020 $245,192 $211,101 $215,195 $34,091
2018 $349,564 $282,332 $171,999 $67,232
Explore More Nonprofits
Top 100 Nonprofits in South Carolina Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare The Sophia Institute with other nonprofits in South Carolina and across the country.