Form 990 for tax year 2023
Filed by SOPHIA TRANSFORMATION LEADERSHIP PARTNERS INC.
Totals
- Total revenue
- $87,292
- Total expenses
- $198,206
- Contributions and grants received
- $12,551
- Grants paid
- $0
- Program service revenue
- $39,529
- Investment income
- $35,212
- Other revenue
- $0
- Total assets, end of year
- $718,265
- Total liabilities, end of year
- $82,805
- Net assets or fund balances, end of year
- $635,460
- Program services expenses (Part IX)
- $111,712
- Management and general expenses
- $53,980
- Fundraising expenses
- $32,514
- Program service expenses (Part III)
- $111,712
Program services were 56.4% 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
$300
-
1e · Government grants (contributions)
$250
-
1f · All other contributions, gifts and grants
$12,001
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $39,529 · related or exempt $39,529
-
3 · Investment income
total $14,364 · excluded $14,364
-
7a · Gross sales of assets other than inventory
securities $486,504 · other assets $3,603
-
7b · Less cost or other basis and sales expenses
securities $469,259
-
7c · Gain or loss
securities $17,245 · other assets $3,603
-
7d · Net gain or loss
total $20,848 · excluded $20,848
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $73,640 · program services $44,184 · management and general $19,883 · fundraising $9,573
-
7 · Other salaries and wages
total $50,211 · program services $30,126 · management and general $13,557 · fundraising $6,528
-
10 · Payroll taxes
total $10,693 · program services $6,415 · management and general $2,888 · fundraising $1,390
-
11c · Fees: accounting
total $330 · management and general $330
-
11g · Fees: other
total $2,819 · management and general $2,819
-
12 · Advertising and promotion
total $6,903 · program services $656 · fundraising $6,247
-
13 · Office expenses
total $19,410 · program services $7,764 · management and general $7,764 · fundraising $3,882
-
14 · Information technology
total $2,336 · program services $934 · management and general $934 · fundraising $468
-
16 · Occupancy
total $4,200 · program services $1,470 · management and general $1,470 · fundraising $1,260
-
20 · Interest
total $633 · management and general $633
-
23 · Insurance
total $1,611 · management and general $1,611
-
24a · Other expenses: PROGRAM RELATED EXPENSES
total $19,619 · program services $19,619
-
24b · Other expenses: EVENTS
total $2,622 · fundraising $2,622
-
24c · Other expenses: SERVICE FEES
total $1,999 · management and general $1,999
-
24d · Other expenses: DUES AND PERMITS
total $1,180 · program services $544 · management and general $92 · fundraising $544
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $20,804 · end of year $7,177
-
4 · Accounts receivable
beginning of year $4,874
-
11 · Investments: publicly traded securities
beginning of year $677,215 · end of year $711,088
-
17 · Accounts payable and accrued expenses
beginning of year $10,483 · end of year $9,405
-
22 · Loans and payables to officers and key people
end of year $26,000
-
23 · Secured mortgages and notes payable
end of year $47,400
-
27 · Net assets without donor restrictions
beginning of year $692,410 · end of year $635,460
Mission and programs · 2023
Mission
TO NURTURE THE SPIRIT, DIGNITY AND POTENTIAL OF 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. 1143 ATTENDED FACILITATION WORKSHOPS IN 2023, OF WHICH 656 (57%) RECEIVED FREE OR DISCOUNTED PROGRAMS.
Expenses $111,712 · Revenue $39,529
As filed on the 2023 return.
Listed in Part VII
-
Christa WilliamsCHRISTA WILLIAMS
EXECUTIVE DI
- Total calculated
- $73,640
- From this org
- $73,640
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Kevin GalskeKEVIN GALSKE
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 4
-
Jenny KnuthJENNY KNUTH
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Garry MoiseGARRY MOISE
PRESIDENT/TR
- Total calculated
- $0
- Hours/week
- 4
-
Kristin SteedeKRISTIN STEEDE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Paula ThalackerPAULA THALACKER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Sara WildSARA WILD
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karen WilhelmsKAREN 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.
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3 · CHARITABLE · WI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202423029349300777
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