Civic Intelligence

Soroptimist International of the Americas Inc

990EZ • Fiscal year 2016 • EIN 52-1963804

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 12, 2017

Organization ProfileN/A
PO Box 683St Helena, CA 94574

(707) 294-8128

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

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

62nd percentile

8.8%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,789

Down $10,267 (-41%) from 2015

Net Assets

Down

$14,789

Down $10,267 (-41%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Up

$21,552

Up $1,740 (+8.8%) from 2015

Expenses

Up

$31,819

Up $9,739 (+44%) from 2015

Net Income

Down

-$10,267

Down $7,999 (-353%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$14,789
Liabilities-
Net Assets$14,789
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$21,552
Expenses$31,819
Net Income-$10,267
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$29,793
Mission and Program Overview

Mission

SERVICE ORGANIZATION

Program Services

DescriptionGrantsExpenses
TO PROVIDE LOCAL SCHOLARSHIPS AND CONTRIBUTIONS TO LOCAL AND NATIONAL CHARITY PROGRAMS.-$17,198
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE SCHOCHPresidentPT$0--
NARMA FERRIZPresident El-$0--
SUSANNA GROOMSecretary-$0--
HOLLY MASONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Miscellaneous F$23,138$23,138$8,241$14,897
Total Events$23,138$23,138$8,241$14,897
Filing and Contact Details

Filer

Filer Name
SOROPTIMIST INT'L ST HELENA SUNRI
EIN
52-1963804
Phone
7072948128
Address
PO BOX 683, ST HELENA, CA 94574

Signing Officer

Name
Bonnie Schoch
Title
President
Phone
7079422450
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Blyth Warner & Associates Llp
Address
1344 ADAMS ST, SAINT HELENA, CA 94574
Preparer
Warren W Warner Jr
Phone
7079638262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences 7,880 dues 4,442 supplies 66 miscellaneous 1,144 taxes 10 charitable contributions 17,122 bank fees 155 total 30,819”

Raw XML Appendix142 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/PersonNm0BONNIE SCHOCH
IRS990EZ/BooksInCareOfDetail/PhoneNum07079422450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02290 BOYSON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094574
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10267
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014789
IRS990EZ/FundraisingGrossIncomeAmt023138
IRS990EZ/GrossReceiptsAmt029793
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06655
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014789
IRS990EZ/OccupancyRentUtltsAndMaintAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BONNIE SCHOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NARMA FERRIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSANNA GROOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030819
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/ProgramServiceExpensesAmt017198
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08241
IRS990EZ/SpecialEventsNetIncomeLossAmt014897
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031819
IRS990EZ/TotalProgramServiceExpensesAmt017198
IRS990EZ/TotalRevenueAmt021552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029793
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0185803
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053861
IRS990ScheduleA/Total509Grp/TotalAmt0201153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053861
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201153
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08241
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISCELLANEOUS F
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023138
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014897
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES 7,880 DUES 4,442 SUPPLIES 66 MISCELLANEOUS 1,144 TAXES 10 CHARITABLE CONTRIBUTIONS 17,122 BANK FEES 155 TOTAL 30,819
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE SCHOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07079422450
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOROPTIMIST INT'L ST HELENA SUNRI
ReturnHeader/Filer/BusinessNameControlTxt0SORO
ReturnHeader/Filer/EIN0521963804
ReturnHeader/Filer/PhoneNum07072948128
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 683
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461328302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLYTH WARNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01344 ADAMS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079638262
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARREN W WARNER JR
ReturnHeader/ReturnTs02017-02-14T16:30:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,789
Liabilities
-
Net assets
$14,789
Revenue
$21,552
Expenses
$31,819
Net income
-$10,267
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