SOPHIA SNOW INDEPENDENT LIVING INC (EIN 571144610) - 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

2002

Legal Domicile

Principal Officer

REV RALI WEAVER

Phone

6173230373

Tax Period

2023-07-01 to 2024-06-30

SOPHIA SNOW INDEPENDENT LIVING INC, founded in 2002, is a community nonprofit in the Housing & Shelter sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

DEVELOP AND PROVIDE PERMANENT HOUSING FOR DESERVING SENIORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $447,208

Program Service Revenue $1,362,481

Investment Income $142,177

Other Revenue $0

TOTAL REVENUE $1,951,866

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,037,769

Other Expenses $1,607,087

TOTAL EXPENSES $1,907,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,951,866	$1,428,818	+0.4%
Expenses	$1,907,087	$1,425,030	+0.3%
Net Income	$44,779	$3,788	+10.8%

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

N/A

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

$211,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV RALI WEAVER	CHAIR	0.80	Officer Director	$0	$0	$0
MARILU SWETT	VICE CHAIR	0.80	Officer Director	$0	$0	$0
JOHN P O'LOUGHLIN	TREASURER	4.00	Officer Director	$0	$0	$0
STEPHEN E FOWLER	CLERK	0.80	Director	$0	$0	$0
PATRICIA F ROGGEVEEN	PRESIDENT & CEO	8.00	Officer	$0	$16,331	$211,427
HELAYNE GOLDSTEIN-RAMIREZ	EXECUTIVE DIRECTOR	20.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$1,951,866	$1,907,087	$12,718,506	$44,779
2023	$1,428,818	$1,425,030	$12,712,679	$3,788
2022	$1,172,852	$1,285,099	$12,533,606	$-112,247
2021	$1,063,330	$1,192,380	$11,727,595	$-129,050
2020	$1,109,517	$1,279,011	$11,328,766	$-169,494
2019	$1,027,933	$1,222,259	$11,574,773	$-194,326
2018	$999,864	$1,064,079	$11,461,207	$-64,215

SOPHIA SNOW INDEPENDENT LIVING INC