WALTER A AND CHARLOTTE SOULE FAMILY FOUNDATION (EIN 841487734) - 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

1998

Legal Domicile

Principal Officer

TIMOTHY A SOULE FAMILY

Tax Period

2023-01-01 to 2023-12-31

WALTER A AND CHARLOTTE SOULE FAMILY FOUNDATION, founded in 1998, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2023. Revenue surged 490% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.3M, a strong 87% operating margin.

Mission

OUR MISSION IS TO FOCUS ON THE AREAS OF HEALTH AND HUMAN SERVICES, MEDICAL RESEARCH, ANIMAL WELFARE, EDUCATION AND THE ARTS.

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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 $0

Program Service Revenue $0

Investment Income $8,366,913

Other Revenue $0

TOTAL REVENUE $8,366,913

Expense Breakdown

Grants Paid $1,031,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,031,000

Other Expenses $73,454

TOTAL EXPENSES $1,104,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,366,913	$1,418,534	+4.9%
Expenses	$1,104,454	$522,369	+1.1%
Net Income	$7,262,459	$896,165	+7.1%

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
JUDI CANTRELL FAMILY	DIRECTOR	Director	$0	$0	$0
KATHY GAINES	DIRECTOR	Director	$0	$0	$0
TERRY NICHOLS FAMILY	DIRECTOR	Director	$0	$0	$0
SCOTT T POTTER FAMILY	DIRECTOR	Director	$0	$0	$0
JOAN MAZAK	DIRECTOR	Director	$0	$0	$0
DAVID DUMLER	DIRECTOR	Director	$0	$0	$0
RON COSENS	DIRECTOR	Director	$0	$0	$0
RICH SILVER	DIRECTOR	Director	$0	$0	$0
TIMOTHY A SOULE FAMILY	PRESIDENT	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,366,913	$1,104,454	$21,802,442	$7,262,459
2022	$1,418,534	$522,369	$19,345,072	$896,165
2021	$1,207,467	$482,933	$20,498,325	$724,534
2020	$968,219	$489,480	$17,085,657	$478,739

WALTER A AND CHARLOTTE SOULE FAMILY FOUNDATION