SOPHIA FOUNDATION (EIN 680358870) - 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

1995

Legal Domicile

Principal Officer

MICHAEL CHOY

Phone

3032425388

Tax Period

2020-01-01 to 2020-12-31

SOPHIA FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $107K in total revenue in fiscal year 2020. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 35% operating margin.

Mission

EDUCATIONAL AND CULTURAL FOUNDATION DEDICATED TO AWAKENING A NEW CONSCIOUSNESS OF SOPHIA, DIVINE WISDOM.THE MISSION STATEMENT:THE SOPHIA FOUNDATION SEEKS TO:*CULTIVATE A DEEPER UNDERSTANDING OF DIVINE WISDOM INTEGRATING PHILOSOPHY, RELIGION, SCIENCE AND THE ARTS;*BRIDGE DIVERSE CULTURES AND TRADITIONS TOWARD A VISION OF UNITING HUMANITY AS ONE WORLD COMMUNITY;*INCREASE HUMAN COMPASSION TO EMBRACE ALL LIVING CREATURES AND THE WHOLE OF NATURE;*EXPAND HUMAN CONSCIOUSNESS THROUGH ALIGNING HUMAN ENDEAVOR WITH UNIVERSAL AND ETERNAL TRUTHS;*CREATE A VESSEL FOR A PATH TO SOPHIA THROUGH STUDY, PRAYER, MEDITATION, AND COMMUNITY CELEBRATION;*UNITE WITH THE MISSION OF DIVINE SOPHIA BY SERVING THE FULFILLMENT OF PEACE; AND*CULTIVATE THE DIVINE LOVE THAT WEAVES THROUGHOUT THE UNIVERSE AND WHICH IS THE SOURCE AND GOAL OF CREATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $88,798

Program Service Revenue $17,231

Investment Income $168

Other Revenue $580

TOTAL REVENUE $106,777

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,027

Other Expenses $64,027

TOTAL EXPENSES $69,027

Year-over-Year Comparison

	2020	2019	Change
Revenue	$106,777	$74,099	+0.4%
Expenses	$69,027	$113,948	-0.4%
Net Income	$37,750	$-39,849	-1.9%

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

N/A

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

$5,720

Total Directors

$5,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN RIVERS--RECEIVES MINHSGALLOW	CHAIR PERSON, DIRECTOR	20.00	Officer Director	$0	$5,720	$5,720
STEVEN LAMBETH	SECRETARY, DIRECTOR	5.00	Officer Director	$0	$0	$0
MICHAEL CHOY	TREASURER, DIRECTOR	5.00	Officer Director	$0	$0	$0
AUDREY WIEBE	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP MALONE	DIRECTOR	1.00	Director	$0	$0	$0
JOEL PARK	DIRECTOR	1.00	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
2020	$106,777	$69,027	$76,965	$37,750
2019	$74,099	$113,948	$51,573	$-39,849
2018	$154,468	$136,976	$89,796	$17,492

SOPHIA FOUNDATION