SOROPTIMIST INT'L OF THE AMERICAS … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

LISA FITZGERALD

Phone

3363245575

Tax Period

2022-07-01 to 2023-06-30

SOROPTIMIST INT'L OF THE AMERICAS SIERRA NEVADA REGION, founded in 1974, is a small nonprofit in the Crime & Legal sector that reported $161K in total revenue in fiscal year 2022. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE WOMEN AND GIRLS WITH ACCESS TO EDUCATION AND TRAINING THEY NEED TO ACHIEVE ECONOMIC EMPOWERMENT.

Program Service Accomplishments

Program 1

Expenses: $58,845

PROVIDE ADMINISTRATIVE ASSISTANCE TO THE 48 CLUBS IN THE REGION. THESE CLUBS ARE PROVIDING EDUCATION SCHOLARSHIPS, FINANCIAL LIVING ASSISTANCE, COUNSELING AND GUIDANCE FOR WOMEN AND GIRLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $56,049

Program Service Revenue $102,456

Investment Income $145

Other Revenue $2,689

TOTAL REVENUE $161,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,818

Other Expenses $165,818

TOTAL EXPENSES $165,818

Year-over-Year Comparison

	2022	2021	Change
Revenue	$161,339	$106,925	+0.5%
Expenses	$165,818	$92,944	+0.8%
Net Income	$-4,479	$13,981	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
LISA FITZGERALD	GOVERNOR	5.00	Officer Director	$0	$0	$0
STACEY JENSEN	GOVERNOR-ELE	2.00	Officer Director	$0	$0	$0
MAUREEN MASON	SECRETARY	2.00	Officer Director	$0	$0	$0
EVAN WRIGHT	TREASURER	10.00	Officer Director	$0	$0	$0
BILLIE ARAIZA	DISTRICT 1 D	1.00	Director	$0	$0	$0
EMILY ZISER	DISTRICT 2 D	1.00	Director	$0	$0	$0
SARAH LEE	DISTRICT 3 D	1.00	Director	$0	$0	$0
KATHY DUNBAR	DISTRICT 4 D	1.00	Director	$0	$0	$0
HOLLY NASH	DISTRICT 5 D	1.00	Director	$0	$0	$0
ELAINE CASSELL	DISTRICT 6 D	1.00	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
2023	$161,339	$165,818	$216,511	$-4,479
2022	$106,925	$92,944	$221,366	$13,981

SOROPTIMIST INT'L OF THE AMERICAS SIERRA NEVADA REGION