Civic Intelligence

Soto Zen Buddhist Association

EIN 61-1673477 • 501(c)3 • Berkeley, CA

990-N Coverage

Profile

the SZBA is an organization of ordained Soto Zen Buddhist priest who educate and train other Buddhists

2111 San Pablo Avenue PO Box 2452Berkeley, CA 94702

szba.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-38%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$35,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 47.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-37%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$48,308

Down $27,902 (-37%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$48,308

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Up

$74,089

Up $8,169 (+12%) from 2020

Expenses

Up

$102,389

Up $67,364 (+192%) from 2020

Net Income

Down

-$28,300

Down $59,195 (-192%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2020: $76,210Liabilities 2020: $02020Assets 2021: $48,308Liabilities 2021: $0Net Assets 2021: $48,3082021

Highlighted filing

2021

Assets$48,308
Liabilities$0
Net Assets$48,308
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $65,920Expenses 2020: $35,025Net Income 2020: $30,8952020Revenue 2021: $74,089Expenses 2021: $102,389Net Income 2021: -$28,3002021

Highlighted filing

2021

Revenue$74,089
Expenses$102,389
Net Income-$28,300
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,308
Liabilities
$0
Net assets
$48,308
Revenue
$74,089
Expenses
$102,389
Net income
-$28,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.74$1.02$0.28
2020Summary only. Only limited summary data is available for this year.$0.76$0.00$0.66$0.35$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 21, 2023
Return Version
2021v4.0
Gross Receipts
$74,089
Mission and Program Overview

Mission

the SZBA is an organization of ordained Soto Zen Buddhist priest who educate and train other Buddhists

Program Services

DescriptionGrantsExpenses
education in ethics$0$35,269
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison MillerExecutive DirectorPT$35,000-$35,000
Anna BreckingridgeOperations MangerPT$19,512-$19,512
Sosan FlynnPresidentPT$0--
Marc LessorVice PresidentPT$0--
Ronald GeorgesenTreasurerPT$0--
Bobbie Pounce-BargerSecretaryPT$0--
Koshin EllisonBoard MemberPT$0--
Thomas BrunerBoard MemberPT$0--
Ben ConnellyBoard MemberPT$0--
Charlie PorkeneyBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Soto Zen Buddhist Association
EIN
61-1673477
Phone
5075001176
Address
2111 San Pablo Avenue PO Box 2452, Berkeley, CA 94702

Signing Officer

Name
Ronald Georgesen
Title
President
Phone
5075001176
Signed
2023-05-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Part I Line 16 detail = 32181 web & online software: 4848 program expense:21547 travel:2132 honoraria:250 fundraising:300 bank charges:1899 insurance:1205 Total = 32181 Part I Line 20 = 398 = an undetermined discrepancy in books”

Form 990-EZ, Part I, Line 20

“398 = undetermined discrepancy in books”

Raw XML Appendix177 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ronald Georgesen
IRS990EZ/BooksInCareOfDetail/PhoneNum05075001176
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02111 San Pablo Avenue PO Box 2452
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076210
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09070
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-28300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08284
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076210
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048308
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074089
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt029750
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048308
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt035000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt119512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alison Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anna Breckingridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sosan Flynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc Lessor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ronald Georgesen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bobbie Pounce-Barger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Koshin Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Thomas Bruner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ben Connelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Charlie Porkeney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Operations Manger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0398
IRS990EZ/OtherExpensesTotalAmt032181
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0the SZBA is an organization of ordained Soto Zen Buddhist priest who educate and train other Buddhists
IRS990EZ/PrintingPublicationsPostageAmt0844
IRS990EZ/ProgramServiceRevenueAmt035269
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0education in ethics
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035269
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt061080
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0102389
IRS990EZ/TotalProgramServiceExpensesAmt035269
IRS990EZ/TotalRevenueAmt074089
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0szba.org
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I Line 16 detail = 32181 web & online software: 4848 program expense:21547 travel:2132 honoraria:250 fundraising:300 bank charges:1899 insurance:1205 Total = 32181 Part I Line 20 = 398 = an undetermined discrepancy in books
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1398 = undetermined discrepancy in books
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Did not know that a form 8868 needed to be filed for an extension. Did not know that the form needed to be filed electronically after July 31, 2021. the Irs sent the sZBA a letter on April 21, 2023,(2695c) signed by Amy Hussey informing the SZBA of this information. I responded to the letter on May 16, 2023 and am now filing the form electronically.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Georgesen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05075001176
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOTO ZEN BUDDHIST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOTO
ReturnHeader/Filer/EIN0611673477
ReturnHeader/Filer/PhoneNum05075001176
ReturnHeader/Filer/USAddress/AddressLine1Txt02111 San Pablo Avenue PO Box 2452
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094702
ReturnHeader/ReturnTs02023-05-21T12:30:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.