Civic Intelligence

Sozo Family Services

EIN 47-4924535 • 501(c)3 • Aurora, NE

Pub. 78 Eligible990-N Coverage

Profile

Provide holistic outpatient service that offers full-scale support for individuals, families and children.

211 16th StAurora, NE 68818

www.sozofamilyservices.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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

33rd percentile

-7.6%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$34,467

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 42.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-45%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

-5.0%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,693

Down $7,137 (-45%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,693

Down $6,143 (-41%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$80,641

Down $4,243 (-5.0%) from 2021

Expenses

Up

$86,784

Up $3,123 (+3.7%) from 2021

Net Income

Down

-$6,143

Down $7,366 (-602%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$40K$20K$0-$20K-$40KAssets 2017: $2,336Liabilities 2017: $24,562Net Assets 2017: -$22,2262017Assets 2018: $1,827Liabilities 2018: $29,202Net Assets 2018: -$27,3752018Assets 2019: $219Liabilities 2019: $29,494Net Assets 2019: -$29,2752019Assets 2020: $17,155Liabilities 2020: $27,588Net Assets 2020: -$10,4332020Assets 2021: $15,830Liabilities 2021: $994Net Assets 2021: $14,8362021Assets 2022: $8,693Net Assets 2022: $8,6932022

Highlighted filing

2022

Assets$8,693
Liabilities-
Net Assets$8,693
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2017: $68,128Expenses 2017: $61,268Net Income 2017: $6,8602017Revenue 2018: $61,394Expenses 2018: $65,364Net Income 2018: -$3,9702018Revenue 2019: $47,164Expenses 2019: $48,760Net Income 2019: -$1,5962019Revenue 2020: $96,750Expenses 2020: $77,806Net Income 2020: $18,9442020Revenue 2021: $84,884Expenses 2021: $83,661Net Income 2021: $1,2232021Revenue 2022: $80,641Expenses 2022: $86,784Net Income 2022: -$6,1432022

Highlighted filing

2022

Revenue$80,641
Expenses$86,784
Net Income-$6,143
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,693
Liabilities
-
Net assets
$8,693
Revenue
$80,641
Expenses
$86,784
Net income
-$6,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$8.69$8.69$80.6$86.8$6.14
2021Detailed filing. Detailed filing data is available for this year.$15.8$0.99$14.8$84.9$83.7$1.22
2020Detailed filing. Detailed filing data is available for this year.$17.2$27.6$10.4$96.8$77.8$18.9
2019Detailed filing. Detailed filing data is available for this year.$0.22$29.5$29.3$47.2$48.8$1.60
2018Detailed filing. Detailed filing data is available for this year.$1.83$29.2$27.4$61.4$65.4$3.97
2017Detailed filing. Detailed filing data is available for this year.$2.34$24.6$22.2$68.1$61.3$6.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 6, 2023
Return Version
2022v5.0
Gross Receipts
$80,641
Mission and Program Overview

Mission

Provide holistic outpatient service that offers full-scale support for individuals, families and children.

Provide holistic outpatient service that offfers full scale support for individuals, families and children

Program Services

DescriptionGrantsExpenses
PROVIDES HOLISTIC OUTPATIENT SERVICE THAT OFFERS FULL SCALE SUPPORT FOR INDIVIDUALS, FAMILIES, AND CHILDREN--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA ARNETT NICKOLAUSPresidentFT$25,216$9,251$34,467
Filing and Contact Details

Filer

Filer Name
Sozo Family Services
EIN
47-4924535
Phone
4026317267
Address
211 16TH ST, AURORA, NE 68818

Signing Officer

Name
Theresa Arnett Nickolaus
Title
President
Phone
4026317267
Signed
2023-10-06
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
1508 S LOCUST, GRAND ISLAND, NE 68801
Preparer
Patricia Glause
Phone
8004725625
Supplemental Narrative

Additional Explanations

Advertising and Promotion

“1104”

Bank Service Charges

“$517”

Office Supplies

“877”

Telephone

“5746”

Dues and Subscriptions

“4597”

Liability Insurance

“$789.00”

Independent Billing Service

“$1192”

Hardware

“$4109”

Meals

“838”

Ehr Subscription

“$6685”

Admin and Accounting Fees

“$2364”

Software

“$2558”

Storage

“$140”

Victim Assistance

“$72”

Corporate Taxes

“$1129”

Donation

“443”

Security

“443”

Motel

“72”

Supplies

“118”

Education Materials

“1885”

Office Otc Meds

“110”

Merchant Account and Nam Fees

“129”

Raw XML Appendix154 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOZO FAMILY SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum04026317267
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 16TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Aurora
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068818
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015830
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08693
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-6143
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt015830
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt080641
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014836
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08693
IRS990EZ/OccupancyRentUtltsAndMaintAmt018926
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt025216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt09251
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA ARNETT NICKOLAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOLISTIC OUTPATIENT SERVICE THAT OFFFERS FULL SCALE SUPPORT FOR INDIVIDUALS, FAMILIES AND CHILDREN
IRS990EZ/ProgramServiceRevenueAmt080641
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES HOLISTIC OUTPATIENT SERVICE THAT OFFERS FULL SCALE SUPPORT FOR INDIVIDUALS, FAMILIES, AND CHILDREN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0994
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086784
IRS990EZ/TotalRevenueAmt080641
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOZOFAMILYSERVICES.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290192
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290192
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061394
IRS990ScheduleA/Total509Grp/TotalAmt0290192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$789.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$1192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$4109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$6685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10$2364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$2558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$1129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt191885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21129
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0ADVERTISING AND PROMOTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1BANK SERVICE CHARGES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2OFFICE SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DUES AND SUBSCRIPTIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5LIABILITY INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6INDEPENDENT BILLING SERVICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7HARDWARE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8MEALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EHR SUBSCRIPTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10ADMIN AND ACCOUNTING FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11SOFTWARE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12STORAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13VICTIM ASSISTANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14CORPORATE TAXES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15DONATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16SECURITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17MOTEL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19EDUCATION MATERIALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20OFFICE OTC MEDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21MERCHANT ACCOUNT AND NAM FEES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA ARNETT NICKOLAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04026317267
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOZO FAMILY SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0SOZO
ReturnHeader/Filer/EIN0474924535
ReturnHeader/Filer/PhoneNum04026317267
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 16TH ST
ReturnHeader/Filer/USAddress/CityNm0AURORA
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ReturnHeader/Filer/USAddress/ZIPCd068818
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823142418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01508 S LOCUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068801
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA GLAUSE
ReturnHeader/ReturnTs02023-11-15T20:50:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NICKOLAUS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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