Soulformation FY2023 filing

Tax-deductible

Portland, OR501(c)(3)Since 2005ReligionEIN 20-4270408Revenue $793K in FY2023

On file with the IRSsoulformation.org2014 Ne Sandy Blvd Ste 206, 97232-3808 · Portland, ORTax-exempt since May 2006Publicly supported charity — 170(b)(1)(A)(vi)

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Soulformation is a spiritual formation and direction organization that exists for the wholeness of christian leaders. Through the creation of transformational relational environments, we seek to partner with the holy spirit in god's work of transforming leaders as they transform the world. Soulformation carries out this mission through three primary programs; an academy of spiritual formation, a school of spiritual direction and a community of spiritual directors.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$85K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $13K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$85K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $65K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$18K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$793K
+16% vs prior year
Spent
$741K
To programs
84%
Net assets
$436K
By yearFY2020–FY2025
Revenue
$793K
FY2023▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$711K
FY2021$591K
FY2022$685K
FY2023$793K
FY2024$850K
FY2025$865K
Expenses
$741K
FY2023-0.3%
Tap a bar for its year
Expenses by fiscal year
FY2020$647K
FY2021$555K
FY2022$743K
FY2023$741K
FY2024$823K
FY2025$905K
Net assets
$436K
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$407K
FY2021$443K
FY2022$384K
FY2023$436K
FY2024$463K
FY2025$424K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $620K Management & general 16% · $119K Fundraising 0% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $85K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$84,697Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$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 2133 $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.

See Soulformation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Nurtures spiritual health and inner renewal for Christian leaders.

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Provided by the organization

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3 programs · $152K · in their own filed words · FY2023
01

Teaching and facilitating the academy of spiritual direction. Ninety participants attended one or more of these retreats. Twenty days of care, five four-day retreats; we assist the leader in recovering an understanding and experience of how to do the inner work necessary to maintain spiritual health and apply it to their ministry setting…

$152Kprogram expense
02

We meet monthly, one-on-one, with christian leaders and pastors for coaching, mentoring and spiritual direction. We also provide conflict resolution and support raising training. We work with over 35 individuals and 30 different MINISTRIES/ORGANIZATIONS.

Pt IX · col B
03

Preaching at churches, special events and leading or facilitating one time retreats at other organizations. We lead five space for god retreats, two team leadership retreats, two women's retreats and one prayer retreat.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$793K
Ln 12
Fees for servicesLn 2g$436K
Gifts and grantsLn 1h$351K
Investment incomeLn 3$5K
Money outPt IX
$741K
Ln 25
Programscol B$620K
Managementcol C$119K
Fundraisingcol D$2K
Owns and owesPt X
$436K
net assets · Ln 32
Cash and savingsLn 1–2$454K
Total assetsLn 16$454K
LiabilitiesLn 26$18K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$351K
Fees for servicesLn 2g$436K
Investment incomeLn 3$5K
Total revenueLn 12$793K
Assets in detailPt X, end of year
CashLn 1$454K
Cash and savings togetherLn 1–2$454K
Total assetsLn 16$454K
LiabilitiesLn 26$18K
Net assetsLn 32$436K
OperationsPt I, VI
EmployeesI 59
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$386K$454K
Total assetsLn 16$386K$454K
LiabilitiesLn 26$1K$18K
Net assetsLn 32$384K$436K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$85K$85K
Pension plan contributionsLn 8$5K$5K
Other employee benefitsLn 9$266K$266K
Payroll taxesLn 10$4K$884$3K
Accounting feesLn 11c$18K$18K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$29K$11K$18K
Information technologyLn 14$10K$10K
OccupancyLn 16$141K$135K$5K
TravelLn 17$16K$16K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$164K$164K
All other expensesLn 24e$40$40
Total functional expensesLn 25$741K$620K$119K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $865K$905K−$40K$424K 990 PDF
FY2024 $850K$823K$27K$463K 990 PDF
FY2023 Viewing $793K$741K$52K$436K 990 PDF
FY2022 $685K$743K−$58K$384K 990 PDF
FY2021 $591K$555K$36K$443K 990 PDF
FY2020 $711K$647K$64K$407K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $792,507 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $335,103$351,404
I-9 Program service revenuePrior year $349,490$436,151
I-10 Investment incomePrior year $21$4,952
I-11 Other revenue$0
I-12 Total revenuePrior year $684,614$792,507
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $368,652$359,387
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $374,094$381,373
I-18 Total expensesPrior year $742,746$740,760
I-19 Revenue less expensesPrior year −$58,132$51,747
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $792,507 across 5 lines filed
VIII-1f All other contributions, gifts and grants$351,404
VIII-1h Total contributions, gifts and grants$351,404
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $436,151$436,151
VIII-3 Investment incomeExcluded from tax $4,952$4,952
VIII-12 Total revenueRelated to mission $436,151 · Excluded from tax $4,952$792,507
Part IX · Statement of functional expenses $740,760 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $84,697$84,697
IX-8 Pension plan contributionsManagement $5,071$5,071
IX-9 Other employee benefitsPrograms $265,884$265,884
IX-10 Payroll taxesPrograms $884 · Management $2,851$3,735
IX-11c Accounting feesPrograms $18,044$18,044
IX-11g Other fees for servicesFundraising $1,848$1,848
IX-13 Office expensesPrograms $11,121 · Management $17,561$28,682
IX-14 Information technologyPrograms $9,678$9,678
IX-16 OccupancyPrograms $135,402 · Management $5,137$140,539
IX-17 TravelPrograms $15,563$15,563
IX-23 InsuranceManagement $3,395$3,395
IX-24 Other expenses (24a–d)Programs $163,584$163,584
IX-24e All other expensesPrograms $40$40
IX-25 Total functional expensesPrograms $620,200 · Management $118,712 · Fundraising $1,848$740,760
Part X · Balance sheet $453,754 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $385,760$453,754
X-16 Total assetsStart of year $385,760$453,754
X-25 Other liabilitiesStart of year $1,272$17,519
X-26 Total liabilitiesStart of year $1,272$17,519
X-27 Net assets without donor restrictionsStart of year $384,488$436,235
X-32 Total net assets or fund balancesStart of year $384,488$436,235
X-33 Total liabilities and net assetsStart of year $385,760$453,754
Part XI · Reconciliation of net assets $436,235 net assets at year end
XI-1 Total revenue$792,507
XI-2 Total expenses$740,760
XI-3 Revenue less expenses$51,747
XI-4 Net assets at start of year$384,488
XI-10 Net assets at end of year$436,235

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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