Civic Intelligence

Soroptimist Int'L St Helena Sunri

EIN 52-1963804 • 501(c)3 • St Helena, CA

Profile

SERVICE ORGANIZATION

PO Box 683St Helena, CA 94574

n/A

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,786

Up $4,757 (+13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$42,786

Up $4,757 (+13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$23,941

Down $9,819 (-29%) from 2023

Expenses

Down

$19,184

Down $13,768 (-42%) from 2023

Net Income

Up

$4,757

Up $3,949 (+489%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$60K$40K$20K$0Assets 2011: $21,703Liabilities 2011: $0Net Assets 2011: $21,7032011Assets 2012: $34,126Liabilities 2012: $0Net Assets 2012: $34,1262012Assets 2013: $26,300Liabilities 2013: $0Net Assets 2013: $26,3002013Assets 2014: $27,324Net Assets 2014: $27,3242014Assets 2015: $25,056Net Assets 2015: $25,0562015Assets 2016: $14,789Net Assets 2016: $14,7892016Assets 2017: $15,643Net Assets 2017: $15,6432017Assets 2018: $18,005Net Assets 2018: $18,0052018Assets 2019: $15,539Net Assets 2019: $15,5392019Assets 2020: $31,022Liabilities 2020: $14,645Net Assets 2020: $16,3772020Assets 2021: $27,092Liabilities 2021: $10,711Net Assets 2021: $16,3812021Assets 2022: $37,223Net Assets 2022: $37,2232022Assets 2023: $38,029Net Assets 2023: $38,0292023Assets 2024: $42,786Net Assets 2024: $42,7862024

Highlighted filing

2024

Assets$42,786
Liabilities-
Net Assets$42,786
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $20,450Expenses 2011: $41,149Net Income 2011: -$20,6992011Revenue 2012: $51,514Expenses 2012: $39,091Net Income 2012: $12,4232012Revenue 2013: $28,101Expenses 2013: $35,927Net Income 2013: -$7,8262013Revenue 2014: $23,373Expenses 2014: $22,349Net Income 2014: $1,0242014Revenue 2015: $19,812Expenses 2015: $22,080Net Income 2015: -$2,2682015Revenue 2016: $21,552Expenses 2016: $31,819Net Income 2016: -$10,2672016Revenue 2017: $22,683Expenses 2017: $33,787Net Income 2017: -$11,1042017Revenue 2018: $27,253Expenses 2018: $24,891Net Income 2018: $2,3622018Revenue 2019: $26,740Expenses 2019: $29,206Net Income 2019: -$2,4662019Revenue 2020: $30,597Expenses 2020: $29,759Net Income 2020: $8382020Revenue 2021: $20,093Expenses 2021: $20,089Net Income 2021: $42021Revenue 2022: $31,235Expenses 2022: $10,393Net Income 2022: $20,8422022Revenue 2023: $33,760Expenses 2023: $32,952Net Income 2023: $8082023Revenue 2024: $23,941Expenses 2024: $19,184Net Income 2024: $4,7572024

Highlighted filing

2024

Revenue$23,941
Expenses$19,184
Net Income$4,757
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,786
Liabilities
-
Net assets
$42,786
Revenue
$23,941
Expenses
$19,184
Net income
$4,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.8$42.8$23.9$19.2$4.76
2023Detailed filing. Detailed filing data is available for this year.$38.0$38.0$33.8$33.0$0.81
2022Detailed filing. Detailed filing data is available for this year.$37.2$37.2$31.2$10.4$20.8
2021Detailed filing. Detailed filing data is available for this year.$27.1$10.7$16.4$20.1$20.1$0.00
2020Detailed filing. Detailed filing data is available for this year.$31.0$14.6$16.4$30.6$29.8$0.84
2019Detailed filing. Detailed filing data is available for this year.$15.5$15.5$26.7$29.2$2.47
2018Detailed filing. Detailed filing data is available for this year.$18.0$18.0$27.3$24.9$2.36
2017Detailed filing. Detailed filing data is available for this year.$15.6$15.6$22.7$33.8$11.1
2016Detailed filing. Detailed filing data is available for this year.$14.8$14.8$21.6$31.8$10.3
2015Detailed filing. Detailed filing data is available for this year.$25.1$25.1$19.8$22.1$2.27
2014Detailed filing. Detailed filing data is available for this year.$27.3$27.3$23.4$22.3$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.00$26.3$28.1$35.9$7.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.00$34.1$51.5$39.1$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$20.5$41.1$20.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$29,373
Mission and Program Overview

Mission

SERVICE ORGANIZATION

Program Services

DescriptionGrantsExpenses
TO PROVIDE LOCAL SCHOLARSHIPS AND CONTRIBUTIONS TO LOCAL AND NATIONAL CHARITY PROGRAMS.$14,578$16,310
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA WALKERTreasurer-$0--
JANET TODDPresidentPT$0--
FATIMA SOSA ORTIZSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising - L$13,900$3,006$3,006$0
Total Events$13,900$3,006$3,006-
Filing and Contact Details

Filer

Filer Name
SOROPTIMIST INT'L ST HELENA SUNRI
EIN
52-1963804
Phone
7079638262
Address
PO BOX 683, ST HELENA, CA 94574

Signing Officer

Name
Patricia Walker
Title
Treasurer
Phone
7079638262
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Blyth Warner & Associates Llp
Address
1378 ADAMS ST, SAINT HELENA, CA 94574
Preparer
Patricia M Walker
Phone
7079638262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 213 total 213”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 6,000”

Form 990-ez, Part I, Line 10

“Name: news address: 1141 pear tree lane, suite 220 napa, ca 94558 cash contribution: 5,340”

Form 990-ez, Part I, Line 16

“Expenses postage & mail service 194 conferences 950 dues 1,701 other service expense 25 holiday dinner 1,732 bank fees 4 total 4,606”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA WALKER
IRS990EZ/BooksInCareOfDetail/PhoneNum07079638262
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 683
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094574
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011969
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042786
IRS990EZ/FundraisingGrossIncomeAmt05323
IRS990EZ/GamingGrossIncomeAmt09008
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014578
IRS990EZ/GrossReceiptsAmt029373
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038029
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042786
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038029
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042786
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FATIMA SOSA ORTIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04606
IRS990EZ/OtherRevenueTotalAmt0213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE LOCAL SCHOLARSHIPS AND CONTRIBUTIONS TO LOCAL AND NATIONAL CHARITY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014578
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05432
IRS990EZ/SpecialEventsNetIncomeLossAmt08899
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019184
IRS990EZ/TotalProgramServiceExpensesAmt016310
IRS990EZ/TotalRevenueAmt023941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt088523
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0161821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036182
IRS990ScheduleA/Total509Grp/TotalAmt0161821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0161821
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010894
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010894
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03006
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING - L
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt03006
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03006
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 213 TOTAL 213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAME: NEWS ADDRESS: 1141 PEAR TREE LANE, SUITE 220 NAPA, CA 94558 CASH CONTRIBUTION: 5,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES POSTAGE & MAIL SERVICE 194 CONFERENCES 950 DUES 1,701 OTHER SERVICE EXPENSE 25 HOLIDAY DINNER 1,732 BANK FEES 4 TOTAL 4,606
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07079638262
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOROPTIMIST INT'L ST HELENA SUNRI
ReturnHeader/Filer/BusinessNameControlTxt0SORO
ReturnHeader/Filer/EIN0521963804
ReturnHeader/Filer/PhoneNum07079638262
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 683
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461328302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLYTH WARNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01378 ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA M WALKER
ReturnHeader/ReturnTs02025-05-15T19:37:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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