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Nonprofiteer
← SOPHIA TRANSFORMATION LEADERSHIP PARTNERS INC

Form 990 for tax year 2024

Filed by SOPHIA TRANSFORMATION LEADERSHIP PARTNERS INC.

Totals

Total revenue
$105,927
Total expenses
$180,509
Contributions and grants received
$19,886
Grants paid
$0
Program service revenue
$33,253
Investment income
$52,775
Other revenue
$13
Total assets, end of year
$812,134
Total liabilities, end of year
$195,570
Net assets or fund balances, end of year
$616,564
Program services expenses (Part IX)
$102,908
Management and general expenses
$56,671
Fundraising expenses
$20,930
Program service expenses (Part III)
$102,908

Program services were 57.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $545

  • 1f · All other contributions, gifts and grants

    $19,341

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $33,253 · related or exempt $33,253

  • 3 · Investment income

    total $22,313 · excluded $22,313

  • 7a · Gross sales of assets other than inventory

    securities $222,856 · other assets $6,117

  • 7b · Less cost or other basis and sales expenses

    securities $198,511

  • 7c · Gain or loss

    securities $24,345 · other assets $6,117

  • 7d · Net gain or loss

    total $30,462 · excluded $30,462

  • 11a · Other revenue: MISC INCOME

    total $13 · related or exempt $13

  • 11e · Other revenue, total

    $13

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $65,958 · program services $39,575 · management and general $17,808 · fundraising $8,575

  • 7 · Other salaries and wages

    total $38,948 · program services $23,369 · management and general $10,516 · fundraising $5,063

  • 10 · Payroll taxes

    total $7,896 · program services $4,738 · management and general $2,132 · fundraising $1,026

  • 11c · Fees: accounting

    total $3,222 · program services $582 · management and general $2,640

  • 11g · Fees: other

    total $4,246 · program services $2,816 · management and general $1,430

  • 12 · Advertising and promotion

    total $3,656 · program services $2,376 · fundraising $1,280

  • 13 · Office expenses

    total $13,781 · program services $3,747 · management and general $8,160 · fundraising $1,874

  • 14 · Information technology

    total $1,212 · program services $485 · management and general $485 · fundraising $242

  • 16 · Occupancy

    total $4,200 · program services $1,470 · management and general $1,470 · fundraising $1,260

  • 20 · Interest

    total $9,734 · management and general $9,734

  • 23 · Insurance

    total $1,670 · program services $394 · management and general $1,192 · fundraising $84

  • 24a · Other expenses: PROGRAM RELATED EXPENSES

    total $23,179 · program services $23,179

  • 24b · Other expenses: EVENTS

    total $1,422 · fundraising $1,422

  • 24c · Other expenses: SERVICE FEES

    total $1,000 · management and general $1,000

  • 24d · Other expenses: DUES AND PERMITS

    total $385 · program services $177 · management and general $104 · fundraising $104

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,177 · end of year $2,746

  • 4 · Accounts receivable

    end of year $15,856

  • 11 · Investments: publicly traded securities

    beginning of year $711,088 · end of year $793,532

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,405 · end of year $12,240

  • 22 · Loans and payables to officers and key people

    beginning of year $26,000

  • 23 · Secured mortgages and notes payable

    beginning of year $47,400 · end of year $183,330

  • 27 · Net assets without donor restrictions

    beginning of year $635,460 · end of year $616,564

Mission and programs · 2024

Mission

TO CREATE A CARING COMMUNITY THAT NURTURES THE SPIRIT, DIGNITY AND POTENTIAL OF ALL PEOPLE THROUGH TRANSFORMATIVE COMPASSIONATE LEADERSHIP.

  • SUPPORTS PROGRAMMING TO ENABLE HUMAN BEINGS TO BECOME MORE CARING PEOPLE IN THEIR WORK AND IN THEIR LIVES IN THE WAY INDIVIDUALS RELATE TO ONE ANOTHER. 1,200 ATTENDED FACILITATION WORKSHOPS IN 2024, OF WHICH 924 RECEIVED FREE OR DISCOUNTED PROGRAMS.

    Expenses $102,908 · Revenue $33,253

As filed on the 2024 return.

Listed in Part VII

  • Christa Williams

    EXECUTIVE DI

    Total calculated
    $65,958
    From this org
    $65,958
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kevin Galske

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jenny Knuth

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Garry Moise

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Stacy Shedivy

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kristin Steede

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jeff Stuebr

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Paula Thalacker

    V. PRES & TR

    Total calculated
    $0
    Hours/week
    4

  • Sara Wild

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Karen Wilhelms

    MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.0
Source object
202513179349308971

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