Civic Intelligence

Sobriety Optimization League Scholarship Foundation

990EZ • Fiscal year 2018 • EIN 45-2541256

Jan 01, 2018 to Dec 31, 2018 • Filed on May 21, 2019

PO Box 522252Salt Lake City, UT 84152

(801) 972-4800

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$29,167

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$62,119

Up $9,246 (+17%) from 2017

Net Assets

$59,350

No earlier filing loaded for comparison.

Liabilities

Up

$2,769

Up $2,769 from 2017

Revenue

Up

$199,155

Up $10,688 (+5.7%) from 2017

Expenses

Down

$192,678

Down $26,611 (-12%) from 2017

Net Income

Up

$6,477

Up $37,299 (+121%) from 2017

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: $59,544Liabilities 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

2018

Assets$62,119
Liabilities$2,769
Net Assets$59,350

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 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

2018

Revenue$199,155
Expenses$192,678
Net Income$6,477
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 21, 2019
Return Version
2018v3.1
Gross Receipts
$199,155
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.

Program Services

DescriptionGrantsExpenses
THE SOBRIETY FOUNDATION WAS ABLE TO HELP MULTIPLE INDIVIDUALS DURING THE YEAR THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOBRIETY FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.$189,118$58,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY SORENSENExecutive DirectorFT$29,167-$29,167
CHANDLER JORDANAExecutive DirectorFT$10,125-$10,125
JAMES OTTChairmanPT$0--
KIM CAMPBELLDirector-$0--
SUSAN PETERSONSecretary-TreasPT$0--
TYLER DALLASDirector-$0--
DAVID ROSENDirector-$0--
JERRY WILLIAMSDirector-$0--
CASSIE GORDONDirector-$0--
JAKE FORSYTHEDirector-$0--
AARON BRYANTDirector-$0--
MATT QUACKENBUSHDirector-$0--
RICHARD SALVITTIAdvocatePT$0--
Filing and Contact Details

Filer

Filer Name
Sobriety Foundation
EIN
45-2541256
Phone
8019724800
Address
PO Box 522252, Salt Lake City, UT 84152

Signing Officer

Name
Susan Peterson
Title
Secretary-treasurer
Signed
2019-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Scott Frederickson
Phone
8019724800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: SCHOLARSHIP COSTS | Donee's Name: DEER HOLLOW | Donee's Address: 12608 SOUTH 125 WEST SUITE E DRAPER UT 84020 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $6400

Grants and Similar Amounts Paid In Excess of $5,000.4

Class of Activity: SCHOLARSHIP COSTS | Donee's Name: J. WALKER HOUSE | Donee's Address: 1596 SOUTH 570 WEST PROVO UT 84601 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $7250

Grants and Similar Amounts Paid In Excess of $5,000.5

Class of Activity: SCHOLARSHIP COSTS | Donee's Name: ODYSSEY HOUSE | Donee's Address: 344 EAST 100 SOUTH SUITE 200 SALT LAKE CITY UT 84111 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $6590

Grants and Similar Amounts Paid In Excess of $5,000.8

Class of Activity: SCHOLARSHIP COSTS | Donee's Name: REFLECTIONS RECOVERY RESIDENCE | Donee's Address: 3254 WEST DESERET LILY DRIVE LEHI UT 84042 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $10700

Grants and Similar Amounts Paid In Excess of $5,000.9

Class of Activity: SCHOLARSHIP COSTS | Donee's Name: RENAISSANCE RANCH SOBER LIVING | Donee's Address: 9160 SOUTH 300 WEST SUITE 13 SANDY UT 84070 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $16750

Other Expenses.1001

Advertising and Promotion $63

Other Expenses.1005

Travel $1517

Other Expenses.1012

Insurance $1258

Other Expenses.1

IN-KIND EXPENSES $43378

Other Expenses.2

FUNDRAISING $27335

Other Expenses.3

PERSONNEL $6429

Other Expenses.4

MISCELLANEOUS $3551

Other Expenses.5

BANK CHARGES $2923

Other Expenses.7

Payroll processing fee $1348

Other Expenses.8

COMMUNICATIONS $747

Other Expenses.9

SUPPLIES $489

Other Expenses.10

Meals & entertainment $230

Other Expenses.12

BUSINESS EXPENSE $10

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2769

Raw XML Appendix211 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/PersonNm0JAMES OTT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TREAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ADVOCATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089278
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 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.
IRS990EZ/PrintingPublicationsPostageAmt01907
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOBRIETY FOUNDATION WAS ABLE TO HELP MULTIPLE INDIVIDUALS DURING THE YEAR THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOBRIETY FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0189118
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02769
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0192678
IRS990EZ/TotalProgramServiceExpensesAmt0189118
IRS990EZ/TotalRevenueAmt0199155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0solscholarshipfoundation.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0199146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0188414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0130687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0154188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0789884
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportTotal170Amt0789884
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0130687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0154188
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0789884
IRS990ScheduleA/TotalSupportAmt0790085
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIP COSTS | Donee's Name: DEER HOLLOW | Donee's Address: 12608 SOUTH 125 WEST SUITE E DRAPER UT 84020 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $6400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: SCHOLARSHIP COSTS | Donee's Name: J. WALKER HOUSE | Donee's Address: 1596 SOUTH 570 WEST PROVO UT 84601 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $7250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: SCHOLARSHIP COSTS | Donee's Name: ODYSSEY HOUSE | Donee's Address: 344 EAST 100 SOUTH SUITE 200 SALT LAKE CITY UT 84111 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $6590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: SCHOLARSHIP COSTS | Donee's Name: REFLECTIONS RECOVERY RESIDENCE | Donee's Address: 3254 WEST DESERET LILY DRIVE LEHI UT 84042 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $10700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class of Activity: SCHOLARSHIP COSTS | Donee's Name: RENAISSANCE RANCH SOBER LIVING | Donee's Address: 9160 SOUTH 300 WEST SUITE 13 SANDY UT 84070 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $16750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Advertising and Promotion $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel $1517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $1258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8IN-KIND EXPENSES $43378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUNDRAISING $27335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PERSONNEL $6429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS $3551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES $2923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAYROLL PROCESSING FEE $1348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COMMUNICATIONS $747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES $489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEALS & ENTERTAINMENT $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BUSINESS EXPENSE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2769
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOBRIETY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOBR
ReturnHeader/Filer/EIN0452541256
ReturnHeader/Filer/PhoneNum08019724800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 522252
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084152
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 West 2300 South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Frederickson
ReturnHeader/ReturnTs02019-05-21T21:05:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
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