Civic Intelligence

Sozo International Inc

EIN 20-0166014 • 501(c)3 • Evansville, IN

Profile

Sozo international partners with at-risk families to create a sustainable future and transformed lives through education, health, and economic initiatives.

PO Box 15518Evansville, IN 47716

www.sozointernational.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-81%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-60%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $113,587 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $113,587 (-100%) from 2023

Revenue

Down

$140,232

Down $207,878 (-60%) from 2023

Expenses

Down

$253,819

Down $435,312 (-63%) from 2023

Net Income

Up

-$113,587

Up $227,434 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,065,820Liabilities 2010: $222,138Net Assets 2010: $843,6822010Assets 2011: $598,734Liabilities 2011: $1,765Net Assets 2011: $596,9692011Assets 2012: $430,499Liabilities 2012: $158,090Net Assets 2012: $272,4092012Assets 2013: $369,287Liabilities 2013: $58,284Net Assets 2013: $311,0032013Assets 2014: $372,104Liabilities 2014: $49,999Net Assets 2014: $322,1052014Assets 2015: $604,302Liabilities 2015: $45,529Net Assets 2015: $558,7732015Assets 2016: $624,720Liabilities 2016: $50,148Net Assets 2016: $574,5722016Assets 2017: $371,990Liabilities 2017: $19,772Net Assets 2017: $352,2182017Assets 2018: $215,531Liabilities 2018: $10,467Net Assets 2018: $205,0642018Assets 2019: $63,819Liabilities 2019: $11,166Net Assets 2019: $52,6532019Assets 2020: $79,453Liabilities 2020: $0Net Assets 2020: $79,4532020Assets 2021: $615,633Liabilities 2021: $0Net Assets 2021: $615,6332021Assets 2022: $454,608Liabilities 2022: $0Net Assets 2022: $454,6082022Assets 2023: $113,587Liabilities 2023: $0Net Assets 2023: $113,5872023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,322,7002010Expenses 2011: $1,425,2372011Expenses 2012: $1,174,4542012Revenue 2013: $1,075,936Expenses 2013: $1,037,342Net Income 2013: $38,5942013Revenue 2014: $912,069Expenses 2014: $900,967Net Income 2014: $11,1022014Revenue 2015: $1,397,294Expenses 2015: $1,160,626Net Income 2015: $236,6682015Revenue 2016: $1,468,051Expenses 2016: $1,452,252Net Income 2016: $15,7992016Revenue 2017: $1,164,303Expenses 2017: $1,386,657Net Income 2017: -$222,3542017Revenue 2018: $1,218,363Expenses 2018: $1,365,517Net Income 2018: -$147,1542018Revenue 2019: $1,062,184Expenses 2019: $1,214,595Net Income 2019: -$152,4112019Revenue 2020: $854,848Expenses 2020: $828,048Net Income 2020: $26,8002020Revenue 2021: $1,109,928Expenses 2021: $573,748Net Income 2021: $536,1802021Revenue 2022: $536,103Expenses 2022: $697,128Net Income 2022: -$161,0252022Revenue 2023: $348,110Expenses 2023: $689,131Net Income 2023: -$341,0212023Revenue 2024: $140,232Expenses 2024: $253,819Net Income 2024: -$113,5872024

Highlighted filing

2024

Revenue$140,232
Expenses$253,819
Net Income-$113,587

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.14$0.25$0.11
2023Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.35$0.69$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.54$0.70$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.11$0.57$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.85$0.83$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.05$1.06$1.21$0.15
2018Summary only. Only limited summary data is available for this year.$0.22$0.01$0.21$1.22$1.37$0.15
2017Summary only. Only limited summary data is available for this year.$0.37$0.02$0.35$1.16$1.39$0.22
2016Summary only. Only limited summary data is available for this year.$0.62$0.05$0.57$1.47$1.45$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.05$0.56$1.40$1.16$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$0.91$0.90$0.01
2013Summary only. Only limited summary data is available for this year.$0.37$0.06$0.31$1.08$1.04$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.16$0.27$1.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$1.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.22$0.84$1.32
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$536,103
Mission and Program Overview

Mission

Sozo International partners with at-risk familites to create a sustainable future and transformed lives through education, health, and economic initiatives.

Sozo International partners with at-risk families to create a sustainable future and transformed lives through education, health, and economic initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$615,633$454,608▼ $161,025
Rtn Earn Endowment Incm Other Fnds$615,633$454,608▼ $161,025
Total Assets$615,633$454,608▼ $161,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$615,633$454,608▼ $161,025
Total Liabilities and Net Assets / Fund Balance$615,633$454,608▼ $161,025

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$282,088$282,088
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brad RiccaPresident
Geoff BuntingSecretary
Dustin KrantzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$447,287
Program Service Revenue
$84,980
Investment Income
$3,836
Other Revenue
$0
All Other Contributions
$447,287
Change in Net Assets
$-161,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$697,128
Total Fundraising Expense$69,786
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$48,247$9,046$3,015$60,308
Travel$28,014-$11,781$39,795
Payments to Affiliates$22,088--$22,088
Fees for Services Accounting-$16,943-$16,943
Insurance$8,840$1,657$552$11,049
Conferences and Meetings$2,480$7,439-$9,919
Office Expenses$2,134$4,268$2,134$8,536
Information Technology$1,759$3,517$1,759$7,035
Other Expenses$1,638$3,277$1,638$6,553
Occupancy$1,553$3,105$1,553$6,211
Interest$736$1,472$736$2,944
All Other Expenses$570$107$36$713
Total Functional Expenses$568,124$59,218$69,786$697,128
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 governing body review Part VI line 11

The return was prepared by the outside accounting firm and reviewed in detail by the board treasuer. A copy of the return was then provided to the organizations governing body prior to it being filed.

Conflict of interest policy compliance Part VI line 12C

Any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest are considered. In connection with any actual or possible conflicts of interest, an interested person must disclose the existance of the financial interest and be given the opportunity to disclose all material facts. In addition, staff review transactions and any potential conflicts are brought to the attention of the board for review.

CEO executive director top management comp Part VI line 15A

Compensation levels are determined by the independent board. Levels are periodically reviewed based on available comparable data pertaining to USA and foreign operations. Contemporaneous minutes are maintained for the boards conclusions.

Other officer or key employee compensation Part VI line 15B

Compensation levels are determined by the independent board. Levels are periodically reviewed based on available comparable data pertaining to USA and foreign operations. Contemporaneous minutes are maintained for the boards conclusions.

Governing documents etc available to public Part VI line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sozo International Inc
EIN
20-0166014
Address
PO Box 15518, Evansville, IN 47716

Signing Officer

Name
Geoff Bunting
Title
Secretary
Phone
7204766136
Signed
2023-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
BuddTerry&Associates
Address
3420 Newton Street, Jasper, IN 47546
Preparer
Wesley A Terry CPA
Phone
8124811553
Raw XML Appendix342 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return was prepared by the outside accounting firm and reviewed in detail by the board treasuer. A copy of the return was then provided to the organizations governing body prior to it being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest are considered. In connection with any actual or possible conflicts of interest, an interested person must disclose the existance of the financial interest and be given the opportunity to disclose all material facts. In addition, staff review transactions and any potential conflicts are brought to the attention of the board for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation levels are determined by the independent board. Levels are periodically reviewed based on available comparable data pertaining to USA and foreign operations. Contemporaneous minutes are maintained for the boards conclusions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation levels are determined by the independent board. Levels are periodically reviewed based on available comparable data pertaining to USA and foreign operations. Contemporaneous minutes are maintained for the boards conclusions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalAssetsGrp/EOYAmt0454608
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IRS990/TotalContributionsAmt0447287
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069786
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0568124
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697128
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454608
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0568124
IRS990/TotalProgramServiceRevenueAmt084980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0536103
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0615633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454608
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt011781
IRS990/TravelGrp/ProgramServicesAmt028014
IRS990/TravelGrp/TotalAmt039795
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0www.sozointernational.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Geoff Bunting
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07204766136
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sozo International Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOZO
ReturnHeader/Filer/EIN0200166014
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15518
ReturnHeader/Filer/USAddress/CityNm0Evansville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047716
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743038610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BuddTerry&Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03420 Newton Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jasper
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047546
ReturnHeader/PreparerPersonGrp/PhoneNum08124811553
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wesley A Terry CPA
ReturnHeader/ReturnTs02023-11-15T11:15:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Geoff
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bunting
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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