SOPHIA OXFORD INC (EIN 825328966) - 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

2017

Legal Domicile

Principal Officer

KAREN BIRD

Phone

7814834111

Tax Period

2022-08-01 to 2023-07-31

SOPHIA OXFORD INC, founded in 2017, is a micro nonprofit in the Public & Societal Benefit sector that reported $90K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 28% operating margin.

Mission

SOPHIA OXFORD ENABLES BUSINESSES TO INCORPORATE KEY SOCIAL INDICATORS INTO SUSTAINABLE BUSINESS PRACTICES THAT IMPROVE THE IMPACT OF THEIR SOCIAL INVESTMENTS AND LIVES OF THEIR EMPLOYEES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,250

Program Service Revenue $52,654

Investment Income $0

Other Revenue $32,323

TOTAL REVENUE $90,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $54

Program Expenses $49,468

Other Expenses $64,577

TOTAL EXPENSES $64,577

Year-over-Year Comparison

	2022	2021	Change
Revenue	$90,227	$143,084	-0.4%
Expenses	$64,577	$244,065	-0.7%
Net Income	$25,650	$-100,981	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER FELLINGHAM	MEMBER	Director	$0	$0	$0
KAREN BIRD	PRESIDENT	Officer	$0	$0	$0
BARB LASPINA	SECRETARY	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
2023	$90,227	$64,577	$5,665	$25,650
2022	$143,084	$244,065	$29,659	$-100,981
2021	$342,271	$451,307	$130,485	$-109,036
2020	$472,321	$357,775	$231,566	$114,546

SOPHIA OXFORD INC