Soroptimist International of Trucke

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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

1978

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

Soroptimist International of Trucke, founded in 1978, is a small nonprofit in the Crime & Legal sector that reported $172K in total revenue in fiscal year 2022. Revenue decreased 20% compared to the prior year. Net assets of $369K represent 26 months of operating reserves.

Mission

Providing women and girls with access to education and training to achieve their economic empowerment

Program Service Accomplishments

Program 1

Expenses: $76,057 Revenue: $76,938

Grants to Community Foundation for a new dorm building and staffing as well as housing and tuition scholarships for 32 girls in Nepal

Program 2

Expenses: $38,690 Revenue: $44,439

Scholarships for 12 women returning to college, 4 graduate students, 5 youth scholarships, 5 unsung hero awards, and 8 after-school STEM sessions

Program 3

Expenses: $34,109 Revenue: $27,876

Donations in support of local, national and international charities supporting women and girls and in-kind gifts for hundreds of local women and girls, including 28 wants and needs packages, 73...

Donations in support of local, national and international charities supporting women and girls and in-kind gifts for hundreds of local women and girls, including 28 wants and needs packages, 73 handmade items for cancer patients, 100 handmade afghans for local needy families, 12 family Christmas cheer packs, 2650 diapers for local families in need

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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 $22,932

Program Service Revenue $149,253

Investment Income $0

Other Revenue $0

TOTAL REVENUE $172,185

Expense Breakdown

Grants Paid $148,856

Salaries & Benefits $0

Fundraising Expenses $11,236

Program Expenses $148,856

Other Expenses $30,535

TOTAL EXPENSES $179,391

Year-over-Year Comparison

	2022	2021	Change
Revenue	$172,185	$214,867	-0.2%
Expenses	$179,391	$222,074	-0.2%
Net Income	$-7,206	$-7,207	0.0%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pam Robinson	Vice President-Program	2.00	Officer	$0	$0	$0
Debbie Handke	Secretary	4.00	Officer	$0	$0	$0
Margie Hermanson	Director	2.00	Officer	$0	$0	$0
Dot Watts	Vice President Membership	2.00	Officer	$0	$0	$0
Cindy Burk	Treasurer - Service	4.00	Officer	$0	$0	$0
Jeanne Naccarato	President Elect	4.00	Officer	$0	$0	$0
Kay Dunham	President	8.00	Officer	$0	$0	$0
Linda Walker	Treasurer General	4.00	Officer	$0	$0	$0
Patty Elam	Delegate	2.00	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	$172,185	$179,391	$369,281	$-7,206