Civic Intelligence

Sobriety Optimization League Scholarship Foundation

990 • Fiscal year 2023 • EIN 45-2541256

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$12,007

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

24th percentile

-5.8%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$206,538

Down $12,663 (-5.8%) from 2022

Net Assets

Down

$206,538

Down $12,663 (-5.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$525,814

Up $150,760 (+40%) from 2022

Expenses

Up

$538,477

Up $192,031 (+55%) from 2022

Net Income

Down

-$12,663

Down $41,271 (-144%) from 2022

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

2023

Assets$206,538
Liabilities$0
Net Assets$206,538

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

2023

Revenue$525,814
Expenses$538,477
Net Income-$12,663
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.1
Gross Receipts
$525,814
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.

Sobriety Foundation provides funding to individuals with substance use disorders who have limited financial resources. We provide financial support for sober livingand other wraparound services to promote long term recovery efforts.Sobriety Foundation envisions a world in which all Utahns struggling with substance misuse have access to the resources crucial to rebuild their lives and achieve lifelong sobriety.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$219,201$206,538▼ $12,663
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$219,201$206,538▼ $12,663
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$219,201$206,538▼ $12,663
Total Net Assets Fund Balance$219,201$206,538▼ $12,663
Total Liabilities and Net Assets / Fund Balance$219,201$206,538▼ $12,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erika SheriffAdvocatePT$12,007$12,007

Board Members and Trustees

NameTitle
Aaron BryantChairman
Jim PhelpsCo-chairman
Megan FarmerIntr Exec Director
Alisa GriffithMember
Andrea HulseMember
Evan DoneMember
Kristen BrownMember
Portia LouderMember
Ryan HymasMember
Terry OlsonMember
Terry SellersMember
Vicki ShawMember
Susan PetersonSecretary Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$525,814
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$525,814
Change in Net Assets
$-12,663

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
Other Non Cash Contri Table1$66,400Comparable Sales
Other Non Cash Contri Table-$52,651Other
Total Noncash Contributions1$119,051-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,565
Total Fundraising Expense$279,485
Grants and Similar Amounts Paid$226,905
Salaries, Compensation, and Employee Benefits$12,007
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$226,905--$226,905
Current Officers, Directors, Trustees, and Key Employees-$12,007-$12,007
Advertising-$3,750-$3,750
Other Expenses-$2,598$279,485$2,598
All Other Expenses-$2,458-$2,458
Fees for Services Accounting-$2,075-$2,075
Insurance-$1,720-$1,720
Office Expenses-$352-$352
Total Functional Expenses$226,905$32,087$279,485$538,477
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

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
2024-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Peterson
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
100

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/MissionDesc0Sobriety Foundation provides funding to individuals with substance use disorders who have limited financial resources. We provide financial support for sober livingand other wraparound services to promote long term recovery efforts.Sobriety Foundation envisions a world in which all Utahns struggling with substance misuse have access to the resources crucial to rebuild their lives and achieve lifelong sobriety.
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0206538
IRS990/NoncashContributionsAmt0119051
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0352
IRS990/OfficeExpensesGrp/TotalAmt0352
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt0279485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03764
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22598
IRS990/OtherExpensesGrp/TotalAmt0279485
IRS990/OtherExpensesGrp/TotalAmt13764
IRS990/OtherExpensesGrp/TotalAmt23363
IRS990/OtherExpensesGrp/TotalAmt32598
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
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/ProgSrvcAccomActy2Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy3Grp/Desc0Our annual Teetotaler Speakeasy event was held on October 13, 2023 in Salt Lake City and saw significant growth. With 320 individuals in attendance, Sobriety Foundationraised more than $173,812.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0375054
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0149875
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0188611
IRS990/PYRevenuesLessExpensesAmt028608
IRS990/PYSalariesCompEmpBnftPaidAmt07960
IRS990/PYTotalExpensesAmt0346446
IRS990/PYTotalRevenueAmt0375054
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12663
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0525814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0375054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0388664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0233854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01648674
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01648674
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0525814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0375054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0388664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0233854
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01648674
IRS990ScheduleA/TotalSupportAmt01648674
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/CashGrantAmt0226905
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SOBER LIVING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0277
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0IN-KIND GOODS
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1OTHER IN-KIND
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1OTHER
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt066400
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt152651
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0219201
IRS990/TotalAssetsEOYAmt0206538
IRS990/TotalAssetsGrp/BOYAmt0219201
IRS990/TotalAssetsGrp/EOYAmt0206538
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0525814
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0279485
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0226905
IRS990/TotalFunctionalExpensesGrp/TotalAmt0538477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219201
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206538
IRS990/TotalProgramServiceExpensesAmt0226905

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
2023Detailed filing. Detailed filing data is available for this year.$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
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