Civic Intelligence

Sozo Employee Benefit Trust

EIN 59-2737768

43309 U S Highway 19 N34689
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Flat

$0

Flat from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$0

Down $1,237,852 (-100%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2010: $90,651Liabilities 2010: $0Net Assets 2010: $90,6512010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,563,0752010Revenue 2011: $1,147,201Expenses 2011: $1,237,852Net Income 2011: -$90,6512011Expenses 2012: $02012

Highlighted filing

2012

Revenue-
Expenses$0
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.15$1.24$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 9, 2013
Return Version
2012v2.1
Gross Receipts
$0
Filing and Contact Details

Filer

EIN
59-2737768
Raw XML Appendix298 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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IRS990ScheduleN/LiabilitiesPaid01
IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/AddressLine10P O BOX 5000
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IRS990ScheduleN/LiquidationTable/LiquidationDetail/AddressUS/ZIPCode0346885000
IRS990ScheduleN/LiquidationTable/LiquidationDetail/DateOfDistribution02012-12-18
IRS990ScheduleN/LiquidationTable/LiquidationDetail/DescriptionOfAsset0ASSETS HAVE BEEN EXHAUSETD BY PAYING BENEFITS PROVIDED UNDER THE PLAN AND PAYING THE EXPENSES OF THE TRUST
IRS990ScheduleN/LiquidationTable/LiquidationDetail/EIN0591224512
IRS990ScheduleN/LiquidationTable/LiquidationDetail/FMVOfAsset01100000
IRS990ScheduleN/LiquidationTable/LiquidationDetail/IRCSection0S CORPORATION
IRS990ScheduleN/LiquidationTable/LiquidationDetail/MethodOfFMVDetermination0N/A
IRS990ScheduleN/LiquidationTable/LiquidationDetail/NameBusiness/BusinessNameLine10ST LUKES CATARACT & LASER INST
IRS990ScheduleN/OwnerOfSuccessor00
IRS990ScheduleN/ReceiveCompensation00
IRS990ScheduleN/RequiredToNotifyAG01
IRS990ScheduleO/GeneralExplanation/Explanation0AS OF JANUARY 1, 2012, JIREH & TRINITY MEMORIAL CEMETERY WERE NO LONGER COVERED UNDER THE SOZO EMPLOYEE BENEFIT PLAN.
IRS990ScheduleO/GeneralExplanation/Explanation1LEW FRIEDLAND AND J BRADLEY HOUSER BOTH WORK FOR RELATED EMPLOYERS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ACCOUNTING MANAGER AND PLAN ADMINISTRATOR OF ST. LUKE'S REVIEW THE RETURN AND TIE IT TO THE FINANCIAL INFORMATION PROVIDED. A TRUSTEE THEN REVIEWS THE RETURN AND SIGNS THE FORM.
IRS990ScheduleO/GeneralExplanation/Explanation3UPON REQUEST, ANY AVAILABLE DOCUMENTS WOULD BE PROVIDED TO THE REQUESTOR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN PROGRAM SERVICES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART III, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0592737768
ReturnHeader/Filer/Name/BusinessNameLine10SOZO EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/NameControl0SOZO
ReturnHeader/Filer/Phone07279433320
ReturnHeader/Filer/USAddress/AddressLine1043309 U S HIGHWAY 19 N
ReturnHeader/Filer/USAddress/City0TARPON SPRINGS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034689
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-09
ReturnHeader/Officer/Name0J BRADLEY HOUSER
ReturnHeader/Officer/Phone07279433320
ReturnHeader/Officer/Title0PLAN ADMINISTRATOR
ReturnHeader/PreparerFirm/EIN0454084437
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WARREN AVERETT LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 SOUTH ASHLEY DRIVE SUITE 1650
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TAMPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033602
ReturnHeader/Preparer/Name0KAREN PRICE CPA
ReturnHeader/Preparer/Phone08132292321
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-15T08:44:32-05:00

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