Civic Intelligence

Sobriety Optimization League Scholarship Foundation

990EZ • Fiscal year 2016 • EIN 45-2541256

Jan 01, 2016 to Dec 31, 2016 • Filed on May 18, 2017

PO Box 522252Salt Lake City, UT 84152-2252

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$28,333

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$83,695

Down $2,136 (-2.5%) from 2015

Net Assets

Down

$83,695

Down $2,136 (-2.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$117,519

Down $13,237 (-10%) from 2015

Expenses

Down

$119,655

Down $6,218 (-4.9%) from 2015

Net Income

Down

-$2,136

Down $7,019 (-144%) from 2015

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

2016

Assets$83,695
Liabilities-
Net Assets$83,695

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

2016

Revenue$117,519
Expenses$119,655
Net Income-$2,136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 18, 2017
Return Version
2016v3.0
Gross Receipts
$117,519
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 MULTIPLE INDIVIDUALS DURING THE YEAR 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.$49,779$99,668
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ROSENExecutive DiFT$28,333-$28,333
JAMES OTTBoard ChairPT$0--
KIM CAMPBELLVice ChairmaPT$0--
SUSAN PETERSONSecretary-TrPT$0--
EVAN HILLBoard Member-$0--
KYLER ORVARDBoard MemberPT$0--
TYLER DALLASDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sobriety Optimization League
EIN
45-2541256
Phone
4066006339
Address
PO BOX 522252, SALT LAKE CITY, UT 84152-2252

Signing Officer

Name
Susan Peterson
Title
Secretary-treasurer
Phone
4066006339
Signed
2017-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Frederickson Murri Planners & Advisors
Address
2150 S 1300 E STE 550, SALT LAKE CITY, UT 84106-4329
Preparer
Scott Stayner Frederickson
Phone
8013555113
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Sober lvg schlrshp 37,279 0 0

Form 990-ez, Part I, Line 10

Cold creek wellness rehab scholarships 845 w 200 n kaysville, ut 84037 12,500 0 0

Form 990-ez, Part I, Line 16

Expenses advertising 718 office amount 1,498 travel expenses 1,000 mileage 5,924 credit card fees 1,264 facilities and equipment 575 materials 833 prizes 624 meals & entertainment 16 telephone 67 total 12,519

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The sobriety optimization league scholarship foundation was able to help multiple individuals during the year 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.

Raw XML Appendix157 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/TitleTxt0BOARD CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012519
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0486
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOBER LVG SCHLRSHP 37,279 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLD CREEK WELLNESS REHAB SCHOLARSHIPS 845 W 200 N KAYSVILLE, UT 84037 12,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 718 OFFICE AMOUNT 1,498 TRAVEL EXPENSES 1,000 MILEAGE 5,924 CREDIT CARD FEES 1,264 FACILITIES AND EQUIPMENT 575 MATERIALS 833 PRIZES 624 MEALS & ENTERTAINMENT 16 TELEPHONE 67 TOTAL 12,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL CONTRACT.
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ReturnHeader/ReturnTs02017-05-18T15:07:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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