Civic Intelligence

Sobriety Optimization League Scholarship Foundation

990 • Fiscal year 2021 • EIN 45-2541256

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

25%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$7,952

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

89th percentile

100%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

209%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$190,593

Up $95,352 (+100%) from 2020

Net Assets

$190,593

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$388,664

Up $262,977 (+209%) from 2020

Expenses

Up

$293,312

Up $200,749 (+217%) from 2020

Net Income

Up

$95,352

Up $62,228 (+188%) from 2020

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

2021

Assets$190,593
Liabilities$0
Net Assets$190,593

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

2021

Revenue$388,664
Expenses$293,312
Net Income$95,352
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$388,664
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,241$190,593▲ $95,352
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$95,241$190,593▲ $95,352
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,241$190,593▲ $95,352
Total Net Assets Fund Balance$95,241$190,593▲ $95,352
Total Liabilities and Net Assets / Fund Balance$95,241$190,593▲ $95,352
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erika SheriffAdvocatePT$7,952$7,952

Board Members and Trustees

NameTitle
Aaron BryantChairman
Jim PhelpsCo-chairman
Bob ForseyMember
Evan DoneMember
Ian AckerMember
Mary Kay KennedyMember
Megan FarmerMember
Robert WaldmanMember
Ryan HymasMember
Terry OlsonMember
Terry SellersMember
Trudy SimmonsMember
Susan PetersonSecretary Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$388,664
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$388,664
Change in Net Assets
$95,352

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$47,643Comp Sales
Other Non Cash Contri Table9$10,327Comp Sales
Collectibles2$7,500Comp Sales
Drugs and Medical Supplies2$5,500Comp Sales
Other Non Cash Contri Table8$1,600Cash Value
Other Non Cash Contri Table3$1,200Comp Sales
Other Non Cash Contri Table2$1,080Comp Sales
Other Non Cash Contri Table1$1,060Comp Sales
Other Non Cash Contri Table1$150Comp Sales
Books and Publications-$85Comp Sales
Total Noncash Contributions28$76,145-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,897
Total Fundraising Expense$158,807
Grants and Similar Amounts Paid$108,463
Salaries, Compensation, and Employee Benefits$7,952
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$108,463--$108,463
Current Officers, Directors, Trustees, and Key Employees-$7,952-$7,952
Other Expenses-$2,886$158,807$2,886
Fees for Services Accounting-$2,746-$2,746
Insurance-$1,249-$1,249
Advertising-$885-$885
Office Expenses-$704-$704
All Other Expenses-$219-$219
Total Functional Expenses$108,463$26,042$158,807$293,312
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
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, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

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
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Peterson
Voting Board Members
14
Independent Board Members
13
Employees
0

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Tausha Brinton CPA
Phone
8019724800
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt095241
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0190593
IRS990/NoncashContributionsAmt076145
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0704
IRS990/OfficeExpensesGrp/TotalAmt0704
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0158807
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04993
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14408
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22886
IRS990/OtherExpensesGrp/TotalAmt0158807
IRS990/OtherExpensesGrp/TotalAmt14993
IRS990/OtherExpensesGrp/TotalAmt24408
IRS990/OtherExpensesGrp/TotalAmt32886
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SUSAN PETERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0125687
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt058082
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028682
IRS990/PYRevenuesLessExpensesAmt033124
IRS990/PYSalariesCompEmpBnftPaidAmt04934
IRS990/PYTotalExpensesAmt092563
IRS990/PYTotalProfFndrsngExpnsAmt0865
IRS990/PYTotalRevenueAmt0125687
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt095352
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0388664
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0388664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0233854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0199146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0188414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01135366
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01135366
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0388664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0233854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0199146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0188414
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01135366
IRS990ScheduleA/TotalSupportAmt01135428
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt191863
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0REHABILITATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SOBER LIVING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1110
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0COMP SALES
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt085
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0COMP SALES
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt047643
IRS990ScheduleM/CollectiblesGrp/ContributionCnt02
IRS990ScheduleM/CollectiblesGrp/MethodOfDeterminingRevenuesTxt0COMP SALES
IRS990ScheduleM/CollectiblesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CollectiblesGrp/NoncashContributionsRptF990Amt07500
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/ContributionCnt02
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/MethodOfDeterminingRevenuesTxt0COMP SALES
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/DrugsAndMedicalSuppliesGrp/NoncashContributionsRptF990Amt05500
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt09
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt18
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt23
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt31
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt42
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt51
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TRAVEL
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1GIFT CERTRIFICA
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2ENTERTAINMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3LAWN CARE
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc4BEAUTY SERVICES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc5PHOTOGRAPHS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMP SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1CASH VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2COMP SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3COMP SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt4COMP SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt5COMP SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd4X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd5X

Document Assets

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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
2021Detailed filing. Detailed filing data is available for this year.$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
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