Civic Intelligence

Southern Oregon Bookkeepers Association

EIN 45-2696354 • 501(c)3 • Medford, OR

Profile

Southern oregon bookkeepers association (soba) is a non-profit professional organization dedicated to enhancing the education and networking resources of local bookkeepers and their clients.

PO Box 1732Medford, OR 97501

www.sobookkeepers.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

86%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

64%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$3,453

Up $1,596 (+86%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,453

Up $1,596 (+86%) from 2014

Revenue

Up

$5,143

Up $2,013 (+64%) from 2014

Expenses

Up

$3,548

Up $796 (+29%) from 2014

Net Income

Up

$1,595

Up $1,217 (+322%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$3.0K$2.0K$1.0K$0Assets 2014: $1,857Net Assets 2014: $1,8572014Assets 2015: $3,453Net Assets 2015: $3,4532015

Highlighted filing

2015

Assets$3,453
Liabilities-
Net Assets$3,453

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0Revenue 2014: $3,130Expenses 2014: $2,752Net Income 2014: $3782014Revenue 2015: $5,143Expenses 2015: $3,548Net Income 2015: $1,5952015

Highlighted filing

2015

Revenue$5,143
Expenses$3,548
Net Income$1,595

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 23, 2016
Return Version
2015v2.1
Gross Receipts
$5,143
Mission and Program Overview

Mission

Southern oregon bookkeepers association (soba) is a non-profit professional organization dedicated to enhancing the education and networking resources of local bookkeepers and their clients.

Program Services

DescriptionGrantsExpenses
PROVIDE MEMBERSHIP WITH MARKETING, NETWORKING, & EDUCATION OPPORTUNITIES. FACILITATE MEMBER APPLICATION PROCESS. EDUCATE COMMUNITY LEADERSHIP ON THE IMPORTANCE OF ACCURATE BOOKKEEPING AND CHOOSING THE RIGHT BOOKKEEPER FOR THEIR ORGANIZATION. FACILITATE CONNECTING LEADERSHIP WITH COMPETENT AND ETHICAL BOOKKEEPERS.-$3,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN BOTILLIERBoard Presid-$0--
INGRID EDSTROMBoard Secret-$0--
AUDREY ISBELLVice Preside-$0--
MELANIE MADDENMembership D-$0--
Filing and Contact Details

Filer

Filer Name
Southern Oregon Bookkeepers
EIN
45-2696354
Phone
5418168494
Address
PO BOX 1732, MEDFORD, OR 97501

Signing Officer

Name
Justin Botillier
Title
Board President
Phone
5412823401
Signed
2016-03-23

Preparer

Firm
Rogue Tax Professionals
Address
244 S GRAPE ST, MEDFORD, OR 97501-3124
Preparer
Justin Botillier Ea
Phone
5412458582
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & promotion 92 event expense 1,518 member retention 42 website 367 bank fees 55 business license 60 dues & subscriptions 35 office supplies 31 merchant services 103 telephone expense 100 general & professional 1,105 total 3,508

Form 990-ez, Part III

Southern oregon bookkeepers association (soba) is a non-profit professional organization dedicated to enhancing the education and networking resources of local bookkeepers and their clients.

Form 990-ez, Part III, Line 28

Provide membership with marketing, networking, & education opportunities. Facilitate member application process. Educate community leadership on the importance of accurate bookkeeping and choosing the right bookkeeper for their organization. Facilitate connecting leadership with competent and ethical bookkeepers.

Raw XML Appendix119 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/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0SOUTHERN OREGON BOOKKEEPERS ASSOCIATION (SOBA) IS A NON-PROFIT PROFESSIONAL ORGANIZATION DEDICATED TO ENHANCING THE EDUCATION AND NETWORKING RESOURCES OF LOCAL BOOKKEEPERS AND THEIR CLIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MEMBERSHIP WITH MARKETING, NETWORKING, & EDUCATION OPPORTUNITIES. FACILITATE MEMBER APPLICATION PROCESS. EDUCATE COMMUNITY LEADERSHIP ON THE IMPORTANCE OF ACCURATE BOOKKEEPING AND CHOOSING THE RIGHT BOOKKEEPER FOR THEIR ORGANIZATION. FACILITATE CONNECTING LEADERSHIP WITH COMPETENT AND ETHICAL BOOKKEEPERS.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05143
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 92 EVENT EXPENSE 1,518 MEMBER RETENTION 42 WEBSITE 367 BANK FEES 55 BUSINESS LICENSE 60 DUES & SUBSCRIPTIONS 35 OFFICE SUPPLIES 31 MERCHANT SERVICES 103 TELEPHONE EXPENSE 100 GENERAL & PROFESSIONAL 1,105 TOTAL 3,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUTHERN OREGON BOOKKEEPERS ASSOCIATION (SOBA) IS A NON-PROFIT PROFESSIONAL ORGANIZATION DEDICATED TO ENHANCING THE EDUCATION AND NETWORKING RESOURCES OF LOCAL BOOKKEEPERS AND THEIR CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE MEMBERSHIP WITH MARKETING, NETWORKING, & EDUCATION OPPORTUNITIES. FACILITATE MEMBER APPLICATION PROCESS. EDUCATE COMMUNITY LEADERSHIP ON THE IMPORTANCE OF ACCURATE BOOKKEEPING AND CHOOSING THE RIGHT BOOKKEEPER FOR THEIR ORGANIZATION. FACILITATE CONNECTING LEADERSHIP WITH COMPETENT AND ETHICAL BOOKKEEPERS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerPersonGrp/PhoneNum05412458582
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN BOTILLIER EA
ReturnHeader/ReturnTs02016-08-15T08:43:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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