Civic Intelligence

Soredi Foundation

990EZ • Fiscal year 2024 • EIN 84-5103137

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

100 E Main St Suite AMedford, OR 97501

(541) 773-8946

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-8.9%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$51,704

Up $13,428 (+35%) from 2023

Net Assets

$50,187

No earlier filing loaded for comparison.

Liabilities

Down

$1,517

Down $2,659 (-64%) from 2023

Revenue

Down

$19,440

Down $1,894 (-8.9%) from 2023

Expenses

Down

$3,353

Down $3,757 (-53%) from 2023

Net Income

Up

$16,087

Up $1,863 (+13%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $20,000Liabilities 2021: $02021Assets 2022: $20,872Liabilities 2022: $9962022Assets 2023: $38,276Liabilities 2023: $4,1762023Assets 2024: $51,704Liabilities 2024: $1,517Net Assets 2024: $50,1872024

Highlighted filing

2024

Assets$51,704
Liabilities$1,517
Net Assets$50,187

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2021: $20,000Expenses 2021: $0Net Income 2021: $20,0002021Revenue 2022: $102,866Expenses 2022: $102,990Net Income 2022: -$1242022Revenue 2023: $21,334Expenses 2023: $7,110Net Income 2023: $14,2242023Revenue 2024: $19,440Expenses 2024: $3,353Net Income 2024: $16,0872024

Highlighted filing

2024

Revenue$19,440
Expenses$3,353
Net Income$16,087
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$23,303
Mission and Program Overview

Mission

Creation of a network that allows businesses and entrepreneurs to connect, utilize resources, develop and create jobs through strategic assistance, education, funding, invention, innovation, and mentorship, along with educational initiatives that connect students to job opportunities in southern oregon.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION INITIATED THE FIRST ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP PROGRAM WITH AWARDS OF $600. INITIATED THE FIRST ANNUAL ENTREPRENEUR GRANT TO A LOCAL STARTUP BUSINESS FOR $250.$850$0
HELD THE SECOND ANNUAL FUNDRAISER BOWL-A-RAMA TO BUILD FUNDS FOR THE ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP, THE ENTREPRENEUR ENTERPRISE GRANT, AND BUSINESS DISASTER RELIEF FUND.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLA MITCHELLDirector-$0--
KARLA CLARKDirector-$0--
JAMES MONROEDirector-$0--
CHRIS DUBOSEPresidentPT$0--
KAYCEE MILLERVice-PresidentPT$0--
BREANNA EAGLESSecretary/TreasurerPT$0--
AMY BROWNESoredi Operations ManagerPT$0--
Filing and Contact Details

Filer

Filer Name
Soredi Foundation
EIN
84-5103137
Phone
5417738946
Address
100 E MAIN ST SUITE A, MEDFORD, OR 97501

Signing Officer

Name
Chris Dubose
Title
President
Phone
5417738946
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Isler Medford LLC
Address
839 ALDER CREEK DR, MEDFORD, OR 97504
Preparer
Carolyn M Ryder
Phone
5417797641
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: INTEREST INCOME. Amount: 14.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: VALORIE MATHIS. Date of Gift: 04/02/24. Amount Given: 300.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: MARIJKE HAVENER. Date of Gift: 10/27/23. Amount Given: 300.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: ENTREPRENEUR GRANT. Grantee Name: HOWELL SPRAY PAINTING. Date of Gift: 04/02/24. Amount Given: 250. Total included on Form 990-EZ, line 10: 850.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: INSURANCE. Amount: 1,683. Description: LICENSES, FEES AND PERMITS. Amount: 170. Total to Form 990-EZ, line 16: 1,853.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 4,176. End of Year Amount: 1,517.

Raw XML Appendix191 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY BROWNE SOUTHERN OREGON REGIONAL ECONOMIC DEVELOPMENT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum05417738946
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E MAIN STREET SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEDFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038276
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARLA MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARLA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES MONROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS DUBOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAYCEE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BREANNA EAGLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMY BROWNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SOREDI OPERATIONS MANAGER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01853
IRS990EZ/OtherRevenueTotalAmt014
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CREATION OF A NETWORK THAT ALLOWS BUSINESSES AND ENTREPRENEURS TO CONNECT, UTILIZE RESOURCES, DEVELOP AND CREATE JOBS THROUGH STRATEGIC ASSISTANCE, EDUCATION, FUNDING, INVENTION, INNOVATION, AND MENTORSHIP, ALONG WITH EDUCATIONAL INITIATIVES THAT CONNECT STUDENTS TO JOB OPPORTUNITIES IN SOUTHERN OREGON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION INITIATED THE FIRST ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP PROGRAM WITH AWARDS OF $600. INITIATED THE FIRST ANNUAL ENTREPRENEUR GRANT TO A LOCAL STARTUP BUSINESS FOR $250.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELD THE SECOND ANNUAL FUNDRAISER BOWL-A-RAMA TO BUILD FUNDS FOR THE ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP, THE ENTREPRENEUR ENTERPRISE GRANT, AND BUSINESS DISASTER RELIEF FUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0850
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03863
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3863
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04176
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01517
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03353
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019440
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOREDIFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0122866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0196399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0196399
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0122866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/Total509Grp/TotalAmt0196399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0122866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196413
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: VALORIE MATHIS. Date of Gift: 04/02/24. Amount Given: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: MARIJKE HAVENER. Date of Gift: 10/27/23. Amount Given: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: ENTREPRENEUR GRANT. Grantee Name: HOWELL SPRAY PAINTING. Date of Gift: 04/02/24. Amount Given: 250. Total included on Form 990-EZ, line 10: 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: INSURANCE. Amount: 1,683. Description: LICENSES, FEES AND PERMITS. Amount: 170. Total to Form 990-EZ, line 16: 1,853.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 4,176. End of Year Amount: 1,517.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS DUBOSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05417738946
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOREDI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SORE
ReturnHeader/Filer/EIN0845103137
ReturnHeader/Filer/PhoneNum05417738946
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E MAIN ST SUITE A
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204749363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISLER MEDFORD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0839 ALDER CREEK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417797641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN M RYDER
ReturnHeader/ReturnTs02025-05-15T18:06:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits