Civic Intelligence

Sobriety Optimization League Scholarship Foundation

990EZ • Fiscal year 2013 • EIN 45-2541256

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 52225284152

(406) 600-6339

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$23,295

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$59,544

Flat from 2013

Net Assets

$59,544

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$114,264

Flat from 2013

Expenses

Flat

$102,551

Flat from 2013

Net Income

Flat

$11,713

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $49,272Liabilities 2012: $1,4412012Assets 2013: $59,544Net Assets 2013: $59,5442013Assets 2013: $59,544Liabilities 2013: $02013Assets 2014: $80,948Net Assets 2014: $80,9482014Assets 2015: $85,831Liabilities 2015: $0Net Assets 2015: $85,8312015Assets 2016: $83,695Net Assets 2016: $83,6952016Assets 2017: $52,873Liabilities 2017: $02017Assets 2018: $62,119Liabilities 2018: $2,769Net Assets 2018: $59,3502018Assets 2019: $62,117Liabilities 2019: $0Net Assets 2019: $62,1172019Assets 2020: $95,241Liabilities 2020: $02020Assets 2021: $190,593Liabilities 2021: $0Net Assets 2021: $190,5932021Assets 2022: $219,201Liabilities 2022: $0Net Assets 2022: $219,2012022Assets 2023: $206,538Liabilities 2023: $0Net Assets 2023: $206,5382023Assets 2024: $155,747Liabilities 2024: $0Net Assets 2024: $155,7472024

Highlighted filing

2013

Assets$59,544
Liabilities-
Net Assets$59,544

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $92,964Expenses 2012: $45,133Net Income 2012: $47,8312012Revenue 2013: $114,264Expenses 2013: $102,551Net Income 2013: $11,7132013Revenue 2013: $114,264Expenses 2013: $102,551Net Income 2013: $11,7132013Revenue 2014: $154,240Expenses 2014: $132,836Net Income 2014: $21,4042014Revenue 2015: $130,756Expenses 2015: $125,873Net Income 2015: $4,8832015Revenue 2016: $117,519Expenses 2016: $119,655Net Income 2016: -$2,1362016Revenue 2017: $188,467Expenses 2017: $219,289Net Income 2017: -$30,8222017Revenue 2018: $199,155Expenses 2018: $192,678Net Income 2018: $6,4772018Revenue 2019: $233,854Expenses 2019: $231,095Net Income 2019: $2,7592019Revenue 2020: $125,687Expenses 2020: $92,563Net Income 2020: $33,1242020Revenue 2021: $388,664Expenses 2021: $293,312Net Income 2021: $95,3522021Revenue 2022: $375,054Expenses 2022: $346,446Net Income 2022: $28,6082022Revenue 2023: $525,814Expenses 2023: $538,477Net Income 2023: -$12,6632023Revenue 2024: $436,521Expenses 2024: $487,312Net Income 2024: -$50,7912024

Highlighted filing

2013

Revenue$114,264
Expenses$102,551
Net Income$11,713
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$114,264
Mission and Program Overview

Mission

To provide financially disadvantaged individuals and families suffering from the disease of drug and alcohol addiction with customized best-odds-outcome programs designed to promote long-term sustainable sobriety by facilitating collaboration between charitable donors and recovery service providers, and to provide substance abuse education, resources, and support to the community.

To provide financially disadvantaged individuals and families suffering from the disease of drug and alcohol addiction with customized best-odds-outcome prgrams designed to promote long-term sustainable sobriety by facilitating collaboration between charitable donors and recovery service providers, and to provide substance abuse education, resources, and support to the community.

Program Services

DescriptionGrantsExpenses
THE SOBRIETY OPTIMIZATION LEAGUE SCHOLARSHIP FOUNDATION WAS ABLE TO HELP 7 INDIVIDUALS DURING 2013 THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOL SCHOLARSHIP FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.$54,293$48,258
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT WRIGHTBoard MemberPT$23,295-$23,295
DAVID ROSENExecutive DirectorFT$16,984-$16,984
JAMES OTTBoard ChairPT$0--
JORDAN ANDERSENVice ChairPT$0--
SUSAN PETERSONTreasurerPT$0--
DR MATTHEW ANDERSENBoard Member-$0--
MAUREEN MEYERBoard Member-$0--
CHRIS HAYNESBoard Member-$0--
JOSEPH SIMMONSBoard Member-$0--
KATE WRIGHTBoard Member-$0--
RITA MANGUMBoard Member-$0--
EVAN HILLBoard Member-$0--
ERIC SCHMIDTBoard Member-$0--
TRAVIS ANDERSONBoard Member-$0--
KYLER ORVARDBoard Member-$0--
Filing and Contact Details

Filer

EIN
45-2541256
Phone
4066006339

Signing Officer

Name
Susan Peterson
Title
Treasurer
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Bethany R Schmucker CPA
Phone
8013555113
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $48258

Other Expenses.1001

Advertising and Promotion $1123

Other Expenses.1002

Office Expenses $300

Other Expenses.1005

Travel $1270

Other Expenses.1

PAYROLL PROCESSING $1273

Other Expenses.3

OUTSIDE SERVICES $927

Other Expenses.4

Facilities and equipment $490

Other Expenses.6

Credit Card Fees $300

Other Expenses.7

TELEPHONE $150

Other Expenses.8

Licenses and permits $110

Other Expenses.9

MATERIALS $89

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $1441 PAYROLL LIABILITIES - Ending $0

Raw XML Appendix205 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES OTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JORDAN ANDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID ROSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR MATTHEW ANDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MAUREEN MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSEPH SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATE WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RITA MANGUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MATT WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11EVAN HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ERIC SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13TRAVIS ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14KYLER ORVARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES SUFFERING FROM THE DISEASE OF DRUG AND ALCOHOL ADDICTION WITH CUSTOMIZED BEST-ODDS-OUTCOME PRGRAMS DESIGNED TO PROMOTE LONG-TERM SUSTAINABLE SOBRIETY BY FACILITATING COLLABORATION BETWEEN CHARITABLE DONORS AND RECOVERY SERVICE PROVIDERS, AND TO PROVIDE SUBSTANCE ABUSE EDUCATION, RESOURCES, AND SUPPORT TO THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01381
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOBRIETY OPTIMIZATION LEAGUE SCHOLARSHIP FOUNDATION WAS ABLE TO HELP 7 INDIVIDUALS DURING 2013 THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOL SCHOLARSHIP FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054293
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042416
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0102551
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0SOLSCHOLARSHIPFOUNDATION.COM
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0114264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092964
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207228
IRS990ScheduleA/TotalSupportAmt0207228
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $48258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL PROCESSING $1273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTSIDE SERVICES $927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FACILITIES AND EQUIPMENT $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card Fees $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LICENSES AND PERMITS $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MATERIALS $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL LIABILITIES - Beginning $1441 PAYROLL LIABILITIES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOBRIETY OPTIMIZATION LEAGUE
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOBR
ReturnHeader/Filer/EIN0452541256
ReturnHeader/Filer/PhoneNum04066006339
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 522252
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Nelson Murri CPAs Planners & Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102180 South 1300 East Ste 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0841067807
ReturnHeader/PreparerPersonGrp/PhoneNum08013555113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETHANY R SCHMUCKER CPA
ReturnHeader/ReturnTs02014-05-15T09:12:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$4.37$4.87$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$5.26$5.38$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$3.75$3.46$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$3.89$2.93$0.95
2020Summary only. Only limited summary data is available for this year.$0.95$0.00$1.26$0.93$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$2.34$2.31$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.03$0.59$1.99$1.93$0.06
2017Summary only. Only limited summary data is available for this year.$0.53$0.00$1.88$2.19$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$1.18$1.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.31$1.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.54$1.33$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.14$1.03$0.12
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$1.14$1.03$0.12
2012Summary only. Only limited summary data is available for this year.$0.49$0.01$0.93$0.45$0.48