THE SO THAT PROJECT NFP (EIN 842184010) - 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

2019

Principal Officer

JIM DENNIS

Phone

2172242555

Tax Period

2024-01-01 to 2024-12-31

THE SO THAT PROJECT NFP, founded in 2019, is a small nonprofit in the Mental Health sector that reported $347K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 18% operating margin.

Mission

THE ENTITY'S MISSION IS TO ASSIST ORGANIZATIONS IN THE IMPLEMENTATION OF RECOVERY PROGRAMS AS WELL AS COLLABORATE WITH OTHER NONPROFITS IN HUMANITARIAN OPPORTUNITIES AROUND THE WORLD.

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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 $347,258

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $347,258

Expense Breakdown

Grants Paid $163,500

Salaries & Benefits $68,253

Fundraising Expenses $0

Program Expenses $257,944

Other Expenses $51,569

TOTAL EXPENSES $283,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,258	$211,816	+0.6%
Expenses	$283,322	$264,188	+0.1%
Net Income	$63,936	$-52,372	-2.2%

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

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

$63,403

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM DENNIS	EXECUTIVE DI	40.00	Officer	$63,403	$0	$63,403
RANDY DRISH	DIRECTOR	N/A	Director	$0	$0	$0
JOHN MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS SCHUERING	DIRECTOR	N/A	Director	$0	$0	$0
WALT WILCOXSON	DIRECTOR	N/A	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
2024	$347,258	$283,322	$166,386	$63,936
2023	$211,816	$264,188	$102,467	$-52,372

THE SO THAT PROJECT NFP