Civic Intelligence

The Soteria Foundation Inc

EIN 84-1721726 • 501(c)3 • Wheeling, IL

Profile

The organization operates exclusively for charitable purposes to support greek american rehab.& care ctr. Through financial assistance e.g. To subsidize charity cases, social and educational programs, etc.

220 North First StreetWheeling, IL 60090

n/A

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

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

Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$0

Down $668,672 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $668,672 (-100%) from 2015

Revenue

Down

$0

Down $233 (-100%) from 2015

Expenses

Down

$0

Down $7,006 (-100%) from 2015

Net Income

Up

$0

Up $6,773 (+100%) from 2015

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,695,700Liabilities 2011: $61,534Net Assets 2011: $1,634,1662011Assets 2012: $1,956,064Liabilities 2012: $24,910Net Assets 2012: $1,931,1542012Assets 2013: $2,595,395Liabilities 2013: $141,375Net Assets 2013: $2,454,0202013Assets 2014: $681,695Liabilities 2014: $6,250Net Assets 2014: $675,4452014Assets 2015: $668,672Liabilities 2015: $0Net Assets 2015: $668,6722015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $116,5922011Revenue 2012: $1,025,489Expenses 2012: $731,670Net Income 2012: $293,8192012Revenue 2013: $1,286,068Expenses 2013: $761,136Net Income 2013: $524,9322013Revenue 2014: $870,096Expenses 2014: $2,648,163Net Income 2014: -$1,778,0672014Revenue 2015: $233Expenses 2015: $7,006Net Income 2015: -$6,7732015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2016

Revenue$0
Expenses$0
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

The organization operates exclusively for charitable purposes to support greek american rehab.& care ctr. Through financial assistance e.g. To subsidize charity cases, social and educational programs, etc.

The organization operates exclusively to support greek american rehab & care ctr through financial assistance e.g. To subsidize charity cases, social and educational programs, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$668,672$0▼ $668,672
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$668,672$0▼ $668,672
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$456,485$0▼ $456,485
Temporarily Rstr Net Assets$212,187$0▼ $212,187
Permanently Rstr Net Assets-$0-
Total Net Assets Fund Balance$668,672$0▼ $668,672
Total Liabilities and Net Assets / Fund Balance$668,672$0▼ $668,672
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eleni BousisPresident
Theresa TzakisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

The 990 is reviewed by the board members and approved by the executive committee and/or board of directors.

Form 990, Part VI, Section B, line 12C

A questionnaire is sent to all board members to determine if there is a conflict of interest. It is recieved by the board once a year. Conflicts get resolved as soon as they are discovered.

Form 990, Part VI, Section C, line 19

All governing documents, conflict of interest policy and financial statements are available upon request. Any interested individual can call the organization to request to see these documents.

Filing and Contact Details

Filer

Filer Name
The Soteria Foundation Inc
EIN
84-1721726
Phone
8474598700
Address
220 NORTH FIRST STREET, WHEELING, IL 60090

Signing Officer

Name
Peter Karahalios
Title
President
Phone
8474598700
Signed
2017-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eleni Bousis
Formed
2006
Legal Domicile
Il
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
10 S Riverside Plaza 9th Floor, Chicago, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Transfer to Greek American Rehabiliation & Care Center -668,672.

Raw XML Appendix372 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOARD MEMBERS AND APPROVED BY THE EXECUTIVE COMMITTEE AND/OR BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS TO DETERMINE IF THERE IS A CONFLICT OF INTEREST. IT IS RECIEVED BY THE BOARD ONCE A YEAR. CONFLICTS GET RESOLVED AS SOON AS THEY ARE DISCOVERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ANY INTERESTED INDIVIDUAL CAN CALL THE ORGANIZATION TO REQUEST TO SEE THESE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer to Greek American Rehabiliation & Care Center -668,672.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER KARAHALIOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08474598700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOTERIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOTE
ReturnHeader/Filer/EIN0841721726
ReturnHeader/Filer/PhoneNum08474598700
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 NORTH FIRST STREET
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ReturnHeader/Filer/USAddress/ZIPCd060090
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S Riverside Plaza 9th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Lowenthal
ReturnHeader/ReturnTs02017-01-16T11:08:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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