Civic Intelligence

Southern Oregon Success Academy

EIN 30-1245967 • 501(c)3 • Merlin, OR

Profile

SOSA is an alternative education charter school. We currently have three sites located throughout the district to serve the students of Three Rivers School District: Illinois Valley site, Jerome Prairie site and Merlin site.

345 Merlin RoadMerlin, OR 97532

sosa.3riverssd.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

99th percentile

967%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

68%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $897,533 (-100%) from 2022

Liabilities

Down

$0

Down $6,457 (-100%) from 2022

Net Assets

Down

$0

Down $891,076 (-100%) from 2022

Operations
Liabilities / Revenue24th percentileNet Margin87th percentile

Revenue

Up

$2,316,637

Up $481,565 (+26%) from 2022

Expenses

Up

$3,207,713

Up $2,179,585 (+212%) from 2022

Net Income

Down

-$891,076

Down $1,698,020 (-210%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$1.0M$500K$0Assets 2021: $84,132Liabilities 2021: $479Net Assets 2021: $83,6532021Assets 2022: $897,533Liabilities 2022: $6,457Net Assets 2022: $891,0762022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2021: $1,089,580Expenses 2021: $1,005,927Net Income 2021: $83,6532021Revenue 2022: $1,835,072Expenses 2022: $1,028,128Net Income 2022: $806,9442022Revenue 2023: $2,316,637Expenses 2023: $3,207,713Net Income 2023: -$891,0762023

Highlighted filing

2023

Revenue$2,316,637
Expenses$3,207,713
Net Income-$891,076
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,316,637
Expenses
$3,207,713
Net income
-$891,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.32$3.21$0.89
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$1.84$1.03$0.81
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.09$1.01$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,316,637
Mission and Program Overview

Mission

SOSA is an alternative education charter school. We currently have three sites located throughout the district to serve the students of Three Rivers School District: Illinois Valley site, Jerome Prairie site and Merlin site.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$897,533$0▼ $897,533
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$897,533$0▼ $897,533
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,457--
Total Liabilities$6,457$0▼ $6,457
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$891,076--
Total Net Assets Fund Balance$891,076$0▼ $891,076
Total Liabilities and Net Assets / Fund Balance$897,533$0▼ $897,533
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Michael HerzogPresidentPT$106,892$106,892
Travis OsborneVice President-$106,338$106,338
Michelle MorganTreasurer-$55,416$55,416
Zandra JansmaSecretary-$39,639$39,639

Board Members and Trustees

NameTitle
Casey AldersonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,316,637
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,316,637
Change in Net Assets
$-891,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,213,013
Salaries, Compensation, and Employee Benefits$994,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$488,896$272,506-$761,402
Information Technology$151,348$84,360-$235,708
Pension Plan Contributions$116,027$64,673-$180,700
Insurance$76,369$42,568-$118,937
Payroll Taxes$33,773$18,825-$52,598
Occupancy$30,951$17,252-$48,203
Other Expenses$20,089$11,197-$31,286
Office Expenses$12,861$7,168-$20,029
Travel$6,095$3,398-$9,493
Fees for Services Accounting$3,532$1,968-$5,500
Fees for Services Legal$922$514-$1,436
Total Functional Expenses$2,059,672$1,148,041$0$3,207,713
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board of directors reviews the 990 via email distribution prior to the filing of the form.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southern Oregon Success Academy
EIN
30-1245967
Phone
5414762524
Address
345 MERLIN ROAD, MERLIN, OR 97532

Signing Officer

Name
Michael Herzog
Title
President
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Herzog
Formed
2020
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
1

Preparer

Firm
Kdp Certified Public Accountants Llp
Address
841 OHARE PKWY STE 200, MEDFORD, OR 97504
Preparer
Daniel J Wardle CPA
Phone
5417736633
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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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS DESCRIBED IN APPROPRIATE MATERIALS AND ON THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT OFFER SCHOLARSHIPS TO THE STUDENTS NOR DO THEYHAVE CATALOGUES, BROCHURES, OR ANNOUNCEMENTS. THE ORGANIZATION DOES NOTUSE ANY WRITTEN MATERIALS TO SOLICIT CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE CHARTER SCHOOL RECEIVES MOST OF ITS SUPPORT FROM THE THREE RIVERS SCHOOL DISTRICT AND THE FEDERAL GOVERNMENT.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CASEY ALDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Portable Classrooms, Supplies & Equipment
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THREE RIVERS SCHOOL DISTRICT
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-05-30
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01500000
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0APPRAISAL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 160
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE 990 VIA EMAIL DISTRIBUTION PRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02059672
IRS990/TotalFunctionalExpensesGrp/TotalAmt03207713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06457
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0891076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt01400
IRS990/TotalProgramServiceExpensesAmt02059672
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02316637
IRS990/TotalVolunteersCnt01
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0466110
IRS990/TravelGrp/ManagementAndGeneralAmt03398
IRS990/TravelGrp/ProgramServicesAmt06095
IRS990/TravelGrp/TotalAmt09493
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0https://sosa.3riverssd.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Herzog
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OREGON SUCCESS ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0301245967
ReturnHeader/Filer/PhoneNum05414762524
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 MERLIN ROAD
ReturnHeader/Filer/USAddress/CityNm0MERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930745639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KDP CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0841 OHARE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417736633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J WARDLE CPA
ReturnHeader/ReturnTs02024-05-15T14:22:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Herzog
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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