Civic Intelligence

Sojourner Charitable Fund C/O Jim Lee CPA

990EZ • Fiscal year 2015 • EIN 58-1379471

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 06, 2016

PO Box 2158Lakeland, FL 33806

(863) 686-7330

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

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

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.

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

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Down

$4,353

Down $6,156 (-59%) from 2014

Net Assets

Down

$4,353

Down $6,156 (-59%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$186,537

Down $79,029 (-30%) from 2014

Expenses

Down

$192,693

Down $75,709 (-28%) from 2014

Net Income

Down

-$6,156

Down $3,320 (-117%) from 2014

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $11,212Liabilities 2011: $02011Assets 2012: $17,173Liabilities 2012: $02012Assets 2013: $13,345Liabilities 2013: $02013Assets 2014: $10,509Liabilities 2014: $0Net Assets 2014: $10,5092014Assets 2015: $4,353Net Assets 2015: $4,3532015Assets 2016: $9,052Net Assets 2016: $9,0522016Assets 2017: $20,461Net Assets 2017: $20,4612017Assets 2018: $20,022Liabilities 2018: $0Net Assets 2018: $20,0222018Assets 2019: $11,464Liabilities 2019: $0Net Assets 2019: $11,4642019Assets 2020: $11,892Liabilities 2020: $0Net Assets 2020: $11,8922020Assets 2021: $7,891Liabilities 2021: $0Net Assets 2021: $7,8912021Assets 2022: $21,773Liabilities 2022: $0Net Assets 2022: $21,7732022Assets 2023: $17,168Liabilities 2023: $0Net Assets 2023: $17,1682023Assets 2024: $15,061Liabilities 2024: $0Net Assets 2024: $15,0612024Assets 2025: $15,940Liabilities 2025: $0Net Assets 2025: $15,9402025

Highlighted filing

2015

Assets$4,353
Liabilities-
Net Assets$4,353

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $143,287Expenses 2011: $138,847Net Income 2011: $4,4402011Revenue 2012: $190,308Expenses 2012: $184,347Net Income 2012: $5,9612012Revenue 2013: $162,105Expenses 2013: $165,933Net Income 2013: -$3,8282013Revenue 2014: $265,566Expenses 2014: $268,402Net Income 2014: -$2,8362014Revenue 2015: $186,537Expenses 2015: $192,693Net Income 2015: -$6,1562015Revenue 2016: $160,091Expenses 2016: $155,392Net Income 2016: $4,6992016Revenue 2017: $193,897Expenses 2017: $182,488Net Income 2017: $11,4092017Revenue 2018: $202,226Expenses 2018: $202,665Net Income 2018: -$4392018Revenue 2019: $158,227Expenses 2019: $166,785Net Income 2019: -$8,5582019Revenue 2020: $207,527Expenses 2020: $207,099Net Income 2020: $4282020Revenue 2021: $215,458Expenses 2021: $219,459Net Income 2021: -$4,0012021Revenue 2022: $215,635Expenses 2022: $201,753Net Income 2022: $13,8822022Revenue 2023: $148,034Expenses 2023: $152,639Net Income 2023: -$4,6052023Revenue 2024: $163,057Expenses 2024: $165,164Net Income 2024: -$2,1072024Revenue 2025: $116,314Expenses 2025: $115,435Net Income 2025: $8792025

Highlighted filing

2015

Revenue$186,537
Expenses$192,693
Net Income-$6,156
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 6, 2016
Return Version
2014v6.0
Gross Receipts
$186,537
Mission and Program Overview

Mission

To provide support to various missionaries on the mission field.

Program Services

DescriptionGrantsExpenses
PROVIDED DIRECT SUPPORT TO MISSIONARIES AND THEIR FAMILIES ON THE MISSION FIELD.-$139,968
EDUCATIONAL ASSISTANCE TO MISSIONARIES.-$33,500
SUPPORT TO CHURCHES, ORGANIZATIONS AND INDIVIDUALS INTERESTED IN TAKING TEAMS TO THE MISSION FIELD.-$19,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM D LEEPresident-$0--
WILLIAM AMBROSEVice Preside-$0--
DIANA AMBROSEVice Preside-$0--
SUSAN GRIFFITHSec. / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Sojourner Charitable Fund
EIN
58-1379471
Address
PO BOX 2158, LAKELAND, FL 33806

Signing Officer

Name
Jim Lee
Title
President
Signed
2016-01-06
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses missionary support 139,968 church support 19,150 organizational support 33,500 license 20 bank fees 55 total 192,693

Raw XML Appendix125 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/PersonNm0JIM LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum08636867330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 SOUTH FLORIDA AVENIE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 530
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010509
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0186537
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6156
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010509
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04353
IRS990EZ/GrossReceiptsAmt0186537
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010509
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010509
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM D LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM AMBROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA AMBROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN GRIFFITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC. / TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0192693
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO VARIOUS MISSIONARIES ON THE MISSION FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED DIRECT SUPPORT TO MISSIONARIES AND THEIR FAMILIES ON THE MISSION FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT TO CHURCHES, ORGANIZATIONS AND INDIVIDUALS INTERESTED IN TAKING TEAMS TO THE MISSION FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL ASSISTANCE TO MISSIONARIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0139968
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt233500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0192693
IRS990EZ/TotalProgramServiceExpensesAmt0192618
IRS990EZ/TotalRevenueAmt0186537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0186537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0265566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0162105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0190308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0143287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0947803
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0947803
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0265566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0162105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0190308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0143287
IRS990ScheduleA/Total509Grp/TotalAmt0947803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0265566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0162105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0190308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0143287
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0947803
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISSIONARY SUPPORT 139,968 CHURCH SUPPORT 19,150 ORGANIZATIONAL SUPPORT 33,500 LICENSE 20 BANK FEES 55 TOTAL 192,693
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOJOURNER CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JIM LEE CPA
ReturnHeader/Filer/BusinessNameControlTxt0SOJO
ReturnHeader/Filer/EIN0581379471
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2158
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033806
ReturnHeader/ReturnTs02016-01-13T09:16:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$1.16$1.15$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$1.63$1.65$0.02
2023Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.48$1.53$0.05
2022Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$2.16$2.02$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$2.15$2.19$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$2.08$2.07$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$1.58$1.67$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$2.02$2.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.94$1.82$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$1.60$1.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.04$1.87$1.93$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.66$2.68$0.03
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$1.62$1.66$0.04
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$1.90$1.84$0.06
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$1.43$1.39$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits