SOULU (EIN 800251900) - 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

2008

Legal Domicile

Principal Officer

JOSH ROSEN

Phone

7734786000

Tax Period

2024-01-01 to 2024-12-31

SOULU, founded in 2008, is a small nonprofit in the Human Services sector that reported $813K in total revenue in fiscal year 2019. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $705K left a modest 13% surplus.

Mission

UPWARD COMMUNITY SUPPORTS AND ENHANCES THE EMOTIONAL, SOCIAL, AND SPIRITUAL HEALTH OF ADOLESCENTS, YOUNG ADULTS, AND THEIR FAMILIES WITH AN ARRAY OF INNOVATIVE PREVENTION AND INTERVENTION PROGRAMS AND SERVICES. WE GUIDE, ENCOURAGE, AND UPLIFT YOUTH TO REACH THEIR BEST.

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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 $2,751,221

Program Service Revenue $658,607

Investment Income $37

Other Revenue $0

TOTAL REVENUE $3,409,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,547,048

Fundraising Expenses $685,516

Program Expenses $1,327,441

Other Expenses $978,190

TOTAL EXPENSES $2,525,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,409,865	$2,786,378	+0.2%
Expenses	$2,525,238	$2,083,284	+0.2%
Net Income	$884,627	$703,094	+0.3%

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

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

$312,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS CHAYA TOVA HARTMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR JOSH ROSEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR YONI BELLOWS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR NESANEL DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR YESHOSHUA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR ARI GALSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MR TZVI KOST	BOARD MEMBER	1.00	Director	$0	$0	$0
MR AVEESHI LEV	BOARD MEMBER	1.00	Director	$0	$0	$0
MR NACHUM MEYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MOSHE POLSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MRS ROCHIE PORUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOSEPH SCHWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MRS RACHEL KARESH	EXECUTIVE DIRECTOR/PRESIDENT	40.00	Officer	$207,862	$29,332	$237,194
MRS AIMEE SHEMANO KRUPP	SECRETARY/TREASURER	40.00	Officer	$73,087	$2,628	$75,715
MR AVERY AMSTER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$103,719	$7,392	$111,111
MRS STEPHANIE ATKIN	CLINICAL DIRECTOR	40.00	Highest	$101,887	$3,424	$105,311
MRS REBECCA EFRON	DIRECTOR OF PREVENTION	40.00	Highest	$101,243	$3,404	$104,647

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	$3,409,865	$2,525,238	$2,749,576	$884,627
2023	$2,786,378	$2,083,284	$1,811,335	$703,094
2022	$1,729,027	$1,415,804	$1,108,241	$313,223
2021	$1,745,153	$1,046,684	$795,018	$698,469
2020	$797,740	$693,521	$303,144	$104,219
2019	$813,315	$704,692	$205,330	$108,623

SOULU