Civic Intelligence

Sozosei Foundation

EIN 84-3915935 • Princeton, NJ

508 Carnegie Center DrivePrinceton, NJ 08540
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.03x

Higher debt load relative to assets than 92% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.03x

Higher debt load relative to revenue than 88% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Net Margin

59th percentile

32%

Higher net margin than 59% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$125,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Asset Growth

89th percentile

33%

Faster asset growth than 89% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

27%

Faster revenue growth than 50% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,312,519

Up $2,043,561 (+33%) from 2023

Liabilities

Down

$229,831

Down $550,401 (-71%) from 2023

Net Assets

$8,082,688

No earlier filing loaded for comparison.

Revenue

Up

$8,163,451

Up $1,736,919 (+27%) from 2023

Expenses

Down

$5,569,489

Down $1,259,478 (-18%) from 2023

Net Income

Up

$2,593,962

Up $2,996,397 (+745%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2019: $10,001,507Liabilities 2019: $02019Assets 2020: $21,080,680Liabilities 2020: $595,0822020Assets 2021: $14,230,474Liabilities 2021: $867,327Net Assets 2021: $13,363,1472021Assets 2022: $6,470,793Liabilities 2022: $579,632Net Assets 2022: $5,891,1612022Assets 2023: $6,268,958Liabilities 2023: $780,2322023Assets 2024: $8,312,519Liabilities 2024: $229,831Net Assets 2024: $8,082,6882024

Highlighted filing

2024

Assets$8,312,519
Liabilities$229,831
Net Assets$8,082,688

Operations Trend

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

$20M$10M$0-$10MRevenue 2019: $10,001,507Expenses 2019: $0Net Income 2019: $10,001,5072019Revenue 2020: $13,014,882Expenses 2020: $2,530,791Net Income 2020: $10,484,0912020Revenue 2021: $0Expenses 2021: $7,122,451Net Income 2021: -$7,122,4512021Revenue 2022: $5,056,566Expenses 2022: $12,528,552Net Income 2022: -$7,471,9862022Revenue 2023: $6,426,532Expenses 2023: $6,828,967Net Income 2023: -$402,4352023Revenue 2024: $8,163,451Expenses 2024: $5,569,489Net Income 2024: $2,593,9622024

Highlighted filing

2024

Revenue$8,163,451
Expenses$5,569,489
Net Income$2,593,962

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CARSON MDChairman And DirectorPT$125,000-$125,000
MELISSA BECKExecutive DirectorFT$0--
JAMES SAUERTreasurer-$0--
KENITA BARROWSecretary-$0--
MARY MICHAELDirector-$0--
KABIR NATHDirector (Thru 7/22)-$0--
TAREK RABAHDirector (Eff. 10/22)-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantChildren's Rights IncDecriminalizing Mental IllnessPCNew York, NY, US$300,000
Paid GrantMEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXASDecriminalizing Mental IllnessPCDallas, TX, US$300,000
Paid GrantNAMIDecriminalizing Mental IllnessPCARLINGTON, VA, US$300,000
Paid GrantONEFIFTEEN RECOVERYDecriminalizing Mental IllnessPCDUBLIN, OH, US$300,000
Paid GrantYouthcast Media GroupDecriminalizing Mental IllnessPCMcLean, VA, US$300,000
Paid GrantCamden Coalition of Healthcare ProvidersDecriminalizing Mental IllnessPCCAMDEN, NJ, US$255,000
Paid GrantInseparableDecriminalizing Mental IllnessPCWASHINGTON, DC, US$255,000
Paid GrantCommunity Access IncDecriminalizing Mental IllnessPCNew York, NY, US$250,000
Paid GrantCorp for Support housing & Access Mental HealthDecriminalizing Mental IllnessPCNEW YORK, NY, US$250,000
Paid GrantInternational Documentary Foundation IncDecriminalizing Mental IllnessPCnew york, NY, US$250,000
Paid GrantNational Association of Counties Research FoundDecriminalizing Mental IllnessPCChicago, IL, US$250,000
Paid GrantNational Committee for Quality Assurance (NCQA)Decriminalizing Mental IllnessPCWashington, DC, US$250,000
Paid GrantThe Path ForwardDecriminalizing Mental IllnessPCDALLAS, TX, US$250,000
Paid GrantThe Stephen C Rose Legacy Fund (Steve Fund)Decriminalizing Mental IllnessPCProvidence, RI, US$250,000
Paid GrantUNIVERSITY OF CHICAGODecriminalizing Mental IllnessPCChicago, IL, US$240,000
Paid GrantLEGAL ACTION CENTER OF THE CITY OF NEW YORK INCDecriminalizing Mental IllnessPCNEW YORK, NY, US$200,000
Paid GrantRecovery Innovations Inc dba RI InternationalDecriminalizing Mental IllnessPCPhoenix, AZ, US$200,000
Paid GrantThe Better Angels SocietyDecriminalizing Mental IllnessPCWashington, DC, US$200,000
Paid GrantThe Kennedy ForumDecriminalizing Mental IllnessPCFOXBORO, MA, US$200,000
Paid GrantTHE MARGARET CLARK MORGAN FOUND DBA PEG'S FOUNDDecriminalizing Mental IllnessPFHUDSON, OH, US$200,000
Paid GrantUniversity of WisconsinDecriminalizing Mental IllnessPCMadison, WI, US$200,000
Paid GrantBaltimore Community FoundationResilient Communities ProgramPCBALTIMORE, MD, US$166,667
Paid GrantCommunity Foundation of New JerseyResilient Communities ProgramPCMORRISTOWN, NJ, US$166,667
Paid GrantCommunity Foundation of San JoaquinResilient Communities ProgramPCSTOCKTON, CA, US$166,667
Paid GrantMinnesota Public RadioDecriminalizing Mental IllnessPCSAINT PAUL, MN, US$162,500
Paid GrantCenter for Mental Health Policy and the LawDecriminalizing Mental IllnessPCSeattle, WA, US$160,000
Paid GrantNational Center for State CourtsDecriminalizing Mental IllnessPCWilliamsburg, VA, US$150,000
Paid GrantSAN FRANCISCO STUDY CENTERDecriminalizing Mental IllnessPCSan Francisco, CA, US$150,000
Paid GrantTRADEOFFS INCDecriminalizing Mental IllnessPCPHILADELPHIA, PA, US$150,000
Paid GrantTulsa Community FoundationDecriminalizing Mental IllnessPCTulsa, OK, US$150,000
Paid GrantJudge David L Bazelon Center for Mental HealthDecriminalizing Mental IllnessPCWashington, DC, US$140,000
Paid GrantResearch Foundation for Mental Hygiene IncDecriminalizing Mental IllnessPCMenands, NY, US$140,000
Paid GrantOne Million Madly Motivated MomsDecriminalizing Mental IllnessPCOakland, CA, US$125,000
Paid GrantRand CorporationDecriminalizing Mental IllnessPCSanta Monica, CA, US$125,000
Paid GrantTHE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMADecriminalizing Mental IllnessPCTuscaloosa, AL, US$120,000
Paid GrantAmerican Psychiatric Association FoundationDecriminalizing Mental IllnessPCWashington, DC, US$115,000
Paid GrantBLACK MEN HEALDecriminalizing Mental IllnessPCARDMORE, PA, US$100,000
Paid GrantDrug Policy AllianceDecriminalizing Mental IllnessPCNew York, NY, US$100,000
Paid GrantFoundation for Appalachian Kentucky IncDecriminalizing Mental IllnessPCHazard, KY, US$100,000
Paid GrantFountain House IncDecriminalizing Mental IllnessPCNew York, NY, US$100,000
Paid GrantLemonadaDecriminalizing Mental IllnessNCMINNEAPOLIS, MN, US$100,000
Paid GrantSound Mind LiveDecriminalizing Mental IllnessPCHASTINGS ON HUDSON, NY, US$100,000
Paid GrantUniversity of DenverDecriminalizing Mental IllnessPCDENVER, CO, US$100,000
Paid GrantVeteran Advocacy ProjectDecriminalizing Mental IllnessPFNew York, NY, US$100,000
Paid GrantThomas Scattergood Behavioral Health FoundationDecriminalizing Mental IllnessPFPhiladelphia, PA, US$75,000
Paid GrantUniversity Legal ServicesDecriminalizing Mental IllnessPCWashington, DC, US$72,500
Paid GrantCENTER FOR DISASTER PHILANTHROPYDisaster PhilanthropyPCWashington, DC, US$50,000
Paid GrantFranklinton Arts DistrictDecriminalizing Mental IllnessPCColumbus, OH, US$50,000
Paid GrantOne VoiceDecriminalizing Mental IllnessPCSanta Monica, CA, US$50,000
Paid GrantTIDES CENTERDecriminalizing Mental IllnessPCLos Angeles, CA, US$50,000
Paid GrantLibrary Company of PhiladelphiaDecriminalizing Mental IllnessPCPHILADELPHIA, PA, US$45,000
Paid GrantMEDICAL JUSTICE ALLIANCE INCDecriminalizing Mental IllnessPCNew York, NY, US$37,500
Paid GrantNAMI WashingtonDecriminalizing Mental IllnessPCSeattle, WA, US$30,000
Paid GrantRecess Activities IncDecriminalizing Mental IllnessPCNew York, NY, US$30,000
Paid GrantNAMI Greater IndianapolisDecriminalizing Mental IllnessPCIndianapolis, IN, US$25,000
Paid GrantThe Confess Project (L&J Empowerment)Decriminalizing Mental IllnessPCLITTLE ROCK, AR, US$25,000
Paid GrantThe Miles Hall FoundationDecriminalizing Mental IllnessPCWalnut Creek, CA, US$10,000
Paid GrantAccessSOSDecriminalizing Mental IllnessPCSan Francisco, CA, US$5,000
Paid GrantAffect Mental HealthDecriminalizing Mental IllnessNCBoston, MA, US$5,000
Paid GrantOneFifteenDecriminalizing Mental IllnessPCDUBLIN, OH, US$5,000
Paid GrantSan Francisco Department of Public HealthDecriminalizing Mental IllnessNCSan Francisco, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Sozosei Foundation
EIN
84-3915935
In Care Of
% OTSUKA AMERICA PHARMACEUTICA
Phone
2406833573
Address
508 CARNEGIE CENTER DRIVE, PRINCETON, NJ 08540

Signing Officer

Name
James Sauer
Title
Treasurer
Phone
2406833573
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Raw XML AppendixShowing 400 of 884 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Thomas Scattergood Behavioral Health Fou
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1THE MARGARET CLARK MORGAN FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2LEMONADA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3Veteran Advocacy Project
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Decriminalizing Mental Illness
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR (THRU 7/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR (EFF. 10/22)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Decriminalizing Mental Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Decriminalizing Mental Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Decriminalizing Mental Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Decriminalizing Mental Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Decriminalizing Mental Illness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Decriminalizing Mental Illness

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