The Sophia Institute (EIN 571108419) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

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

PROVIDE PROGRAMS THAT FOSTER ONENESS, WHOLENESS, PEACE, AND THE VALUES OF FEMININE WISDOM

🔒

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%)

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

Governance

Voting Members

Independent Members

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

$54,167

Total Directors

$54,167

Key Employees

Highest Compensated

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

The Sophia Institute