Civic Intelligence

Soroptimist International of the Americas Inc

990 • Fiscal year 2014 • EIN 77-0273594

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

P O Box 39595307

(209) 577-9711

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$10,505

Down $3,758 (-26%) from 2013

Net Assets

Down

$10,505

Down $3,758 (-26%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$18,217

Down $8,101 (-31%) from 2013

Expenses

Down

$14,313

Down $18,511 (-56%) from 2013

Net Income

Up

$3,904

Up $10,410 (+160%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $18,649Net Assets 2011: $18,6492011Assets 2013: $14,263Net Assets 2013: $14,2632013Assets 2014: $10,505Liabilities 2014: $0Net Assets 2014: $10,5052014Assets 2015: $26,460Liabilities 2015: $0Net Assets 2015: $26,4602015Assets 2016: $24,810Liabilities 2016: $0Net Assets 2016: $24,8102016

Highlighted filing

2014

Assets$10,505
Liabilities$0
Net Assets$10,505

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $31,935Expenses 2011: $26,411Net Income 2011: $5,5242011Revenue 2013: $26,318Expenses 2013: $32,824Net Income 2013: -$6,5062013Revenue 2014: $18,217Expenses 2014: $14,313Net Income 2014: $3,9042014Revenue 2015: $39,318Expenses 2015: $34,020Net Income 2015: $5,2982015Revenue 2016: $25,609Expenses 2016: $27,259Net Income 2016: -$1,6502016

Highlighted filing

2014

Revenue$18,217
Expenses$14,313
Net Income$3,904
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$18,217
Mission and Program Overview

Mission

Provide scholarships to local students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,601$10,505▲ $3,904
Total Assets$6,601$10,505▲ $3,904
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,601$10,505▲ $3,904
Total Net Assets Fund Balance$6,601$10,505▲ $3,904
Total Liabilities and Net Assets / Fund Balance$6,601$10,505▲ $3,904
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon CarusoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,217
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$10,953-$10,953
Conferences and Meetings-$2,854-$2,854
Office Expenses-$306-$306
Fees for Services Accounting-$200-$200
Total Functional Expenses$0$14,313$0$14,313
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
77-0273594
Phone
2095779711

Signing Officer

Name
Sharon Caruso
Title
Treasurer
Phone
2095779711
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Caruso
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Vernon R Spears CPA
Phone
2095779711
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 2

NONE

Form 990, Part IX, Line 11G

Federation dues 0 2,985 0 regional dues 0 1,385 0 international dues 0 310 0 see's candy cost 0 1,985 0 sunshine fund 0 169 0 past president's pin 0 83 0 attorney general filing fee 0 25 0 president's fund 0 60 0 raffle permit 0 20 0 attorney general fee 0 25 0 supplies 0 139 0 chamber of commerce awards ni 0 300 0 banner 0 54 0 governor gift 0 50 0 donation 0 100 0 meeting expenses 0 3,045 0 donation cusd 0 218 0

Raw XML Appendix246 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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IRS990/NetAssetsOrFundBalancesEOYAmt010505
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0DUES
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IRS990/ProgramServiceRevenueGrp/Desc2FINES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEDERATION DUES 0 2,985 0 REGIONAL DUES 0 1,385 0 INTERNATIONAL DUES 0 310 0 SEE'S CANDY COST 0 1,985 0 SUNSHINE FUND 0 169 0 PAST PRESIDENT'S PIN 0 83 0 ATTORNEY GENERAL FILING FEE 0 25 0 PRESIDENT'S FUND 0 60 0 RAFFLE PERMIT 0 20 0 ATTORNEY GENERAL FEE 0 25 0 SUPPLIES 0 139 0 CHAMBER OF COMMERCE AWARDS NI 0 300 0 BANNER 0 54 0 GOVERNOR GIFT 0 50 0 DONATION 0 100 0 MEETING EXPENSES 0 3,045 0 DONATION CUSD 0 218 0
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770521715
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ReturnHeader/ReturnTs02014-11-07T17:15:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings