Civic Intelligence

Phoebe Pember Foundation

990 • Fiscal year 2021 • EIN 57-1108419

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 29, 2022

Organization ProfileWWW.THESOPHIAINSTITUTE.ORG
PO Box 1738Charleston, SC 29402

(843) 720-8528

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.08x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$75,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

26%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$170,062

Down $45,133 (-21%) from 2020

Net Assets

Down

$144,159

Down $3,208 (-2.2%) from 2020

Liabilities

Down

$25,903

Down $41,925 (-62%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin34th percentile

Revenue

Up

$310,075

Up $64,883 (+26%) from 2020

Expenses

Up

$312,586

Up $101,485 (+48%) from 2020

Net Income

Down

-$2,511

Down $36,602 (-107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $46,729Liabilities 2010: $7,612Net Assets 2010: $39,1172010Assets 2011: $34,935Liabilities 2011: $30,339Net Assets 2011: $4,5962011Assets 2012: $56,425Liabilities 2012: $45,462Net Assets 2012: $10,9632012Assets 2013: $48,405Liabilities 2013: $40,428Net Assets 2013: $7,9772013Assets 2014: $54,600Liabilities 2014: $29,825Net Assets 2014: $24,7752014Assets 2015: $61,744Liabilities 2015: $30,893Net Assets 2015: $30,8512015Assets 2016: $90,220Liabilities 2016: $25,280Net Assets 2016: $64,9402016Assets 2017: $102,132Liabilities 2017: $23,010Net Assets 2017: $79,1222017Assets 2018: $171,999Liabilities 2018: $30,617Net Assets 2018: $141,3822018Assets 2019: $145,501Liabilities 2019: $28,544Net Assets 2019: $116,9572019Assets 2020: $215,195Liabilities 2020: $67,828Net Assets 2020: $147,3672020Assets 2021: $170,062Liabilities 2021: $25,903Net Assets 2021: $144,1592021Assets 2022: $180,239Liabilities 2022: $24,123Net Assets 2022: $156,1162022Assets 2023: $167,275Liabilities 2023: $28,806Net Assets 2023: $138,4692023Assets 2024: $133,954Liabilities 2024: $24,121Net Assets 2024: $109,8332024

Highlighted filing

2021

Assets$170,062
Liabilities$25,903
Net Assets$144,159
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $332,2512010Expenses 2011: $243,1722011Expenses 2012: $221,1602012Revenue 2013: $258,287Expenses 2013: $254,960Net Income 2013: $3,3272013Revenue 2014: $230,006Expenses 2014: $213,208Net Income 2014: $16,7982014Revenue 2015: $248,373Expenses 2015: $242,297Net Income 2015: $6,0762015Revenue 2016: $270,545Expenses 2016: $236,457Net Income 2016: $34,0882016Revenue 2017: $286,525Expenses 2017: $272,343Net Income 2017: $14,1822017Revenue 2018: $349,564Expenses 2018: $282,332Net Income 2018: $67,2322018Revenue 2019: $228,509Expenses 2019: $252,934Net Income 2019: -$24,4252019Revenue 2020: $245,192Expenses 2020: $211,101Net Income 2020: $34,0912020Revenue 2021: $310,075Expenses 2021: $312,586Net Income 2021: -$2,5112021Revenue 2022: $297,979Expenses 2022: $289,754Net Income 2022: $8,2252022Revenue 2023: $224,720Expenses 2023: $240,387Net Income 2023: -$15,6672023Revenue 2024: $172,202Expenses 2024: $200,836Net Income 2024: -$28,6342024

Highlighted filing

2021

Revenue$310,075
Expenses$312,586
Net Income-$2,511
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 29, 2022
Return Version
2021v4.2
Gross Receipts
$310,075
Mission and Program Overview

Mission

The sophia institute provides leading edge programs taught by the world's foremost thinkers and teachers that foster wisdom, wholeness, oneness, sustainability, peace, and the integration of the sacred feminine and masculine for the transformation of self and society.

Provide programs that foster oneness, wholeness, peace, and the values of feminine wisdom

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$157,305$157,390▲ $85
Pledges and Grants Receivable$49,788$0▼ $49,788
Accounts Receivable$7,952$12,522▲ $4,570
Prepaid Expenses and Deferred Charges$150$150→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$215,195$170,062▼ $45,133
Liabilities
Unsecured Notes Loans Payable$31,753$0▼ $31,753
Accounts Payable and Accrued Expenses$36,075$25,903▼ $10,172
Total Liabilities$67,828$25,903▼ $41,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$147,367$144,159▼ $3,208
Total Net Assets Fund Balance$147,367$144,159▼ $3,208
Total Liabilities and Net Assets / Fund Balance$215,195$170,062▼ $45,133

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,795$2,795
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
A Carolyn RiversExecutive DirectorFT$75,000$75,000

Board Members and Trustees

NameTitle
Brittany Mathis-sieweDirector
Cam BuschDirector
Dwayne GreenDirector
Ellen Dressler MorylDirector
Erin HarringtonDirector
Heath SlaneDirector
Henk BrandtDirector
Jay Goosby SmithDirector
Jennie JohnsonDirector
Kelley AndrewsDirector
Laura CollinsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$196,103
Program Service Revenue
$113,714
Investment Income
$154
Other Revenue
$104
All Other Contributions
$146,955
Change in Net Assets
$-2,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,254
Salaries, Compensation, and Employee Benefits$126,332
Total Fundraising Expense$19,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$65,000$8,125$8,125$81,250
Other Salaries and Wages$29,822$3,141$3,141$36,104
Fees for Services Other$16,476$2,035$2,774$21,285
Advertising$18,558--$18,558
Information Technology$17,567--$17,567
Occupancy-$10,734-$10,734
Payroll Taxes$7,254$862$862$8,978
Office Expenses$755$3,151$3,606$7,512
Fees for Service Investment Mgmnt Fees-$6,043-$6,043
Interest-$3,951-$3,951
Fees for Services Accounting-$3,913-$3,913
Insurance-$1,819-$1,819
Conferences and Meetings--$1,101$1,101
Other Expenses$133$166-$299
Travel-$50-$50
Total Functional Expenses$248,987$43,990$19,609$312,586
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Carolyn rivers, executive director, and henk brandt, board member, are married.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the executive director before it is filed.”

Form 990, Part VI, Section C, Line 18

“Recent filings of the form 990 are available upon request at the organization's administrative office. In addition, recent filings of the form 990 are available online at www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“Photocopies of the organization's governing documents, conflict of interest policy, and financial statements are available upon written request at the organization's administrative office.”

Filing and Contact Details

Filer

Filer Name
The Sophia Institute
EIN
57-1108419
Phone
8437208528
Address
PO BOX 1738, CHARLESTON, SC 29402

Signing Officer

Name
A Carolyn Rivers
Title
Executive Director
Phone
8437208528
Signed
2022-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
A Carolyn Rivers
Formed
2000
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
10
Employees
6
Volunteers
90

Preparer

Firm
Forvis Llp
Address
525 EAST BAY STREET STE 100, CHARLESTON, SC 29403
Preparer
Lakrisha J Watson
Phone
8437226443
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bookkeeping: program service expenses 4,467. Management and general expenses 558. Fundraising expenses 558. Total expenses 5,583. Contract services: program service expenses 12,009. Management and general expenses 350. Fundraising expenses 1,716. Total expenses 14,075. Payroll processing fees: program service expenses 0. Management and general expenses 1,127. Fundraising expenses 0. Total expenses 1,127. Application fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 500. Total expenses 500.”

FORM 990, PART XI, LINE 9:

“Other changes in net assets -697.”

Raw XML AppendixShowing 400 of 472 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036075
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025903
IRS990/AccountsReceivableGrp/BOYAmt07952
IRS990/AccountsReceivableGrp/EOYAmt012522
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE PROGRAMS THAT FOSTER ONENESS, WHOLENESS, PEACE, AND THE VALUES OF FEMININE WISDOM
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ProgramServicesAmt018558
IRS990/AdvertisingGrp/TotalAmt018558
IRS990/AllOtherContributionsAmt0146955
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAROLYN RIVERS
IRS990/BooksInCareOfDetail/PhoneNum08437208528
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1738
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd029402
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0157305
IRS990/CashNonInterestBearingGrp/EOYAmt0157390
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08125
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08125
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt065000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt081250
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt01101
IRS990/ConferencesMeetingsGrp/TotalAmt01101
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0196103
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0154
IRS990/CYOtherExpensesAmt0186254
IRS990/CYOtherRevenueAmt0104
IRS990/CYProgramServiceRevenueAmt0113714
IRS990/CYRevenuesLessExpensesAmt0-2511
IRS990/CYSalariesCompEmpBnftPaidAmt0126332
IRS990/CYTotalExpensesAmt0312586
IRS990/CYTotalFundraisingExpenseAmt019609
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0310075
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SOPHIA INSTITUTE FUNCTIONS AS A MODERN WISDOM INSTITUTE, OFFERING LEADING-EDGE EDUCATIONAL PROGRAMS, WORKSHOPS, AND RETREATS FOR SMALL AS WELL AS LARGE GROUPS. OUR WIDE RANGE OF PROGRAMS ADDRESS THE NEEDS OF THOSE IN THE MIDST OF PERSONAL AND INTERPERSONAL TRANSFORMATION, AS WELL AS THOSE SEEKING TO INTEGRATE THE WORK INTO BUSINESS, FAMILY, EDUCATION, RELIGION, HEALING PROFESSIONS, AND THE ARTS. THE SOPHIA INSTITUTE HAS RECENTLY UPDGRADED ITS WEBSITE SO VISITORS TO THE SITE CAN FIND OUT MORE ABOUT THE ORGANIZATION'S PROGRAMS AND EVENTS. THE FACULTY CONSISTS OF SOME OF THE WORLD'S MOST RESPECTED AND RENOWNED TEACHERS, LEADERS AND VISIONARIES. THEY ARE OFTEN PSYCHIATRISTS, PSYCHOTHERAPISTS, ANTHROPOLOGISTS, ENVIRONMENTAL SCIENTISTS, THEOLOGIANS AND PHILOSOPHERS, BUT ALSO POETS, WRITERS, ARTISTS AND SPIRITUAL MENTORS. THE FACULTY WILL LEAD RETREATS, SPECIAL EVENTS AND OR ADDITIONAL PROGRAMS FOR THE ORGANIZATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0248987
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03913
IRS990/FeesForServicesAccountingGrp/TotalAmt03913
IRS990/FeesForServicesOtherGrp/FundraisingAmt02774
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02035
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016476
IRS990/FeesForServicesOtherGrp/TotalAmt021285
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06043
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06043
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0A CAROLYN RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm1DWAYNE GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY GOOSBY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3CAM BUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURA COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIN HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ELLEN DRESSLER MORYL
IRS990/Form990PartVIISectionAGrp/PersonNm8BRITTANY MATHIS-SIEWE
IRS990/Form990PartVIISectionAGrp/PersonNm9KELLEY ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATH SLANE
IRS990/Form990PartVIISectionAGrp/PersonNm11HENK BRANDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt075000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt049148
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0310075
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt017567
IRS990/InformationTechnologyGrp/TotalAmt017567
IRS990/InsuranceGrp/ManagementAndGeneralAmt01819
IRS990/InsuranceGrp/TotalAmt01819
IRS990/InterestGrp/ManagementAndGeneralAmt03951
IRS990/InterestGrp/TotalAmt03951
IRS990/InvestmentIncomeGrp/ExclusionAmt0154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02795
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02795
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOPHIA INSTITUTE PROVIDES LEADING EDGE PROGRAMS TAUGHT BY THE WORLD'S FOREMOST THINKERS AND TEACHERS THAT FOSTER WISDOM, WHOLENESS, ONENESS, SUSTAINABILITY, PEACE, AND THE INTEGRATION OF THE SACRED FEMININE AND MASCULINE FOR THE TRANSFORMATION OF SELF AND SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0147367
IRS990/NetAssetsOrFundBalancesEOYAmt0144159
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0147367
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0144159
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010734
IRS990/OccupancyGrp/TotalAmt010734
IRS990/OfficeExpensesGrp/FundraisingAmt03606
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03151
IRS990/OfficeExpensesGrp/ProgramServicesAmt0755
IRS990/OfficeExpensesGrp/TotalAmt07512
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-697
IRS990/OtherExpensesGrp/Desc0SPEAKER FEES
IRS990/OtherExpensesGrp/Desc1RETREAT EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0166
IRS990/OtherExpensesGrp/ProgramServicesAmt092637
IRS990/OtherExpensesGrp/ProgramServicesAmt1785
IRS990/OtherExpensesGrp/ProgramServicesAmt2133
IRS990/OtherExpensesGrp/TotalAmt092637
IRS990/OtherExpensesGrp/TotalAmt1785
IRS990/OtherExpensesGrp/TotalAmt2299
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0AFFILIATE INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104
IRS990/OtherRevenueTotalAmt0104
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03141
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03141
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029822
IRS990/OtherSalariesAndWagesGrp/TotalAmt036104
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0862
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0862
IRS990/PayrollTaxesGrp/ProgramServicesAmt07254
IRS990/PayrollTaxesGrp/TotalAmt08978
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt049788
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0150
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0150
IRS990/PrincipalOfficerNm0A CAROLYN RIVERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0LECTURE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0113714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0113714
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0179805
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0154
IRS990/PYOtherExpensesAmt0121254
IRS990/PYOtherRevenueAmt0302
IRS990/PYProgramServiceRevenueAmt064931
IRS990/PYRevenuesLessExpensesAmt034091
IRS990/PYSalariesCompEmpBnftPaidAmt089847
IRS990/PYTotalExpensesAmt0211101
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0245192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2511
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0113818
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt031497
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt026096
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt026149
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010365
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt014705
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0108812
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RECOUP FEE - 2020 AMOUNT: $ 295. AFFILIATE INCOME - 2021 AMOUNT: $ 104.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0196103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0179805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0229273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0162713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0897023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0113714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0130863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0534494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0870
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0104
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0295
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0399
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92320
IRS990ScheduleA/PublicSupportPY509Pct00.93610
IRS990ScheduleA/PublicSupportTotal509Amt01322705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt031497
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt026096
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt026149
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010365
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt014705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0108812
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0309817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0244743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0230036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0353345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0293576
IRS990ScheduleA/Total509Grp/TotalAmt01431517
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0310075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0245192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0230416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0353525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0293578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01432786
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02795
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02795
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROLYN RIVERS, EXECUTIVE DIRECTOR, AND HENK BRANDT, BOARD MEMBER, ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECENT FILINGS OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHOTOCOPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOKKEEPING: PROGRAM SERVICE EXPENSES 4,467. MANAGEMENT AND GENERAL EXPENSES 558. FUNDRAISING EXPENSES 558. TOTAL EXPENSES 5,583. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 12,009. MANAGEMENT AND GENERAL EXPENSES 350. FUNDRAISING EXPENSES 1,716. TOTAL EXPENSES 14,075. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,127. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,127. APPLICATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER CHANGES IN NET ASSETS -697.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0215195
IRS990/TotalAssetsEOYAmt0170062
IRS990/TotalAssetsGrp/BOYAmt0215195
IRS990/TotalAssetsGrp/EOYAmt0170062
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0196103
IRS990/TotalEmployeeCnt06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,062
Liabilities
$25,903
Net assets
$144,159
Revenue
$310,075
Expenses
$312,586
Net income
-$2,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.24$1.10$1.72$2.01$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.29$1.38$2.25$2.40$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.24$1.56$2.98$2.90$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.26$1.44$3.10$3.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.68$1.47$2.45$2.11$0.34
2019Summary only. Only limited summary data is available for this year.$1.46$0.29$1.17$2.29$2.53$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.31$1.41$3.50$2.82$0.67
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.23$0.79$2.87$2.72$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.25$0.65$2.71$2.36$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.31$0.31$2.48$2.42$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.30$0.25$2.30$2.13$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.40$0.08$2.58$2.55$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.45$0.11$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.30$0.05$2.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.08$0.39$3.32