Soulformation EIN 20-4270408 Form 990 (PDF) Claim this org

Soulformation

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Nurtures spiritual health and inner renewal for Christian leaders. For fiscal year 2025 it reported $865K in revenue, $905K in expenses, and $424K in net assets.Pt I

Founded
2005
Type
Religious organization · Religion
Location
Vancouver, WA
Website
www.soulformation.org
Filings
6 on file (2020–2025)
Revenue
$865KFY2025
Expenses
$905K
Net assets
$424K
People
6
Filings
6
Updates
0
More identity details & actions ⌄
EIN  20-4270408 Religious organization Vancouver, WA Founded 2005
Form 990 (PDF)
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Size
$100K–1M
What they do
Nurtures spiritual health and inner renewal for Christian leaders.
Leadership
Joel Sommer · Board Member
Money in and out
$865K revenue, $905K expenses
Bottom line
51% program efficiency
Where the money goes · FY2025
Total revenue
$865K
Pt VIII · Ln 12
Total expenses
$905K
Pt IX · Ln 25
Net assets
$424K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$40K
Where spending went · Part IX cols B–D
Program services $0.51 Management & general $0.49 Fundraising $0.00
Program efficiency
51%
of spending reaches programs▲ +28% vs prior filing year
Operating runway
5.6mo
months of highly liquid reserves at operating expense rate▼ -16% vs prior filing year
Surplus margin
-5%
revenue over expenses, this year▼ -244% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$865K
FY2025▲ +2%
Expenses
$905K
FY2025▲ +10%
Total assets
$424K
FY2025▼ -9%
Total liabilities
$0
FY2025
Total revenue
$865K
Pt VIII · Ln 12
Total expenses
$905K
Pt IX · Ln 25
Net assets
$424K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$40K
Total assetsPt X · Ln 16$424K
Program-expense ratioPt IX · col B51%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 46

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSoulformation
EINHdr · item D20-4270408
Principal addressHdr · item CVancouver, WA
WebsiteHdr · item Jwww.soulformation.org
Year of formationHdr · item L2005
State of legal domicileHdr · item MWA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFReligion (X21)
Ruling yearIRS BMFMay 2006

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b6
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Summer Mohrlang’s $60K as Executive Di is at the 61st percentile of top reported officer pay among 2136 $100K–1M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Summer Mohrlang$59,809$84,697$80,972$35,417
Morris Dirks$82,297

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $418K of program spending, described in the organization's own filed words · FY2025.
01

Spiritual direction the staff of soulformation are all trained spiritual directors. Spiritual direction, a one-on-one, contemplative practice where a trained guide helps an individual recognize and respond to the presence and activity of god in their daily life, is a core offering of soulformation accounting for between 33% and 100% of…

$195Kprogram expense
02

Academy of spiritual formation the academy of spiritual formation is an in-person, applied spiritual formation experience designed to nurture the souls of leaders as they serve in their local context. Cohorts of leaders gather at a retreat center in the pacific northwest for four on-site intensives over eighteen months.

$138Kprogram expense
03

School of spiritual direction the soulformation school of spiritual direction is an in-person training program, rooted in the tradition of ignatian spirituality that trains students in the art of spiritual direction.

$85Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$433K · 50%
Contributions & grants$426K · 49%
Investment income$6K · 1%
Program service revenue50%$433K
Contributions & grants49%$426K
Investment income1%$6K
Total revenueLn 12$865K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.51 Management & general $0.49 Fundraising $0.00
Program services51%$459K
Management & general49%$446K
Fundraising$562
Total functional expensesLn 25$905K

Balance Sheet

Part X · end of year
CashLn 1$424K
Total assetsLn 16$424K
Total liabilitiesLn 26$0
Total net assetsLn 32$424K
Months of cash on handcomputed5.6

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $424K · Operating expenses/yr $905K
5.6 months
Where the money goes
Program services
Program services $459K · Total expenses $905K
51%
Management & General
Management & general $446K · Total expenses $905K
49%
Fundraising
Fundraising $562 · Total expenses $905K
0.06%
Cost to raise $1
Fundraising expense (3-yr avg) $2K · Solicited contributions (3-yr avg) $369K
$0.00 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $426K · Total revenue $865K
49%
Government reliance
Government grants — · Total revenue $865K
Earned-income share
Program service revenue $433K · Total revenue $865K
50%
Investment reliance
Investment income $6K · Total revenue $865K
+0.7%
Program self-sufficiency
Program service revenue $433K · Total expenses $905K
48%
Growth & trend
Revenue growth (YoY)
This year $865K · Prior year $850K
+2%
Revenue CAGR
FY2020 $711K · FY2025 $865K
+4%
Net-asset trend (YoY)
End of year $424K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $865K · Expenses $905K
-5%
Liabilities-to-Assets
Total liabilities — · Total assets $424K
Net-asset ratio
Net assets $424K · Total assets $424K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $424K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Joel Sommer · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $905K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $394K · Total expenses $905K
44%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 51%
Overhead ratio 49%
Fundraising cost ratio 0.1%
Revenue growth 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$865K revenue · viewing · ⤓ 990 PDF
FY2024$850K revenue · ⤓ 990 PDF
FY2023$793K revenue · ⤓ 990 PDF
FY2022$685K revenue · ⤓ 990 PDF
FY2021$591K revenue · ⤓ 990 PDF
FY2020$711K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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