Civic Intelligence

Soredi Foundation

990EZ • Fiscal year 2025 • EIN 84-5103137

Jul 01, 2024 to Jun 30, 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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$56,150

Up $4,446 (+8.6%) from 2024

Net Assets

Up

$56,150

Up $5,963 (+12%) from 2024

Liabilities

Down

$0

Down $1,517 (-100%) from 2024

Revenue

Up

$21,467

Up $2,027 (+10%) from 2024

Expenses

Up

$15,504

Up $12,151 (+362%) from 2024

Net Income

Down

$5,963

Down $10,124 (-63%) from 2024

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: $50,1872024Assets 2025: $56,150Liabilities 2025: $0Net Assets 2025: $56,1502025

Highlighted filing

2025

Assets$56,150
Liabilities$0
Net Assets$56,150

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: $16,0872024Revenue 2025: $21,467Expenses 2025: $15,504Net Income 2025: $5,9632025

Highlighted filing

2025

Revenue$21,467
Expenses$15,504
Net Income$5,963
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 3, 2026
Return Version
2024v5.5
Gross Receipts
$31,287
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 AWARDED THE SECOND ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP PROGRAM WITH AN AWARD OF $500. AWARDED THE SECOND ANNUAL ENTREPRENEUR GRANT TO PROVIDE EQUIPMENT AND SUPPLIES FOR NEW DAYCARE OWNERS WHO GRADUATED FROM A SPECIFIC COLLEGE PROGRAM WITH AN AWARD OF $10,000.$10,500$0
HELD THE SECOND ANNUAL FUNDRAISER BOWL-A-RAMA TO BUILD FUNDS FOR THE ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP AND THE ENTREPRENEUR ENTERPRISE GRANT.$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--
BREANNE 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
Blair Sundell
Title
Executive Director
Phone
5417738946
Signed
2026-03-03
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: 187.

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

Activity Classification: DAYCARE GRANT. Grantee Name: SOUTHERN OREGON EDUCATION SERVICE DISTRICT. Grantee Address: 101 N GRAPE ST MEDFORD, OR 97501. Date of Gift: 02/06/25. Amount Given: 10,000.

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

Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: LANIE WHEELER. Date of Gift: 08/09/24. Amount Given: 500. Total included on Form 990-EZ, line 10: 10,500.

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

Description: INSURANCE. Amount: 1,753. Description: LICENSES, FEES AND PERMITS. Amount: 767. Description: BANK FEES. Amount: 659. Description: DOJ FEES. Amount: 25. Total to Form 990-EZ, line 16: 3,204.

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

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,517. End of Year Amount: 0.

Raw XML Appendix188 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
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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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/PersonNm5BREANNE 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/OtherExpensesTotalAmt03204
IRS990EZ/OtherRevenueTotalAmt0187
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 AWARDED THE SECOND ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP PROGRAM WITH AN AWARD OF $500. AWARDED THE SECOND ANNUAL ENTREPRENEUR GRANT TO PROVIDE EQUIPMENT AND SUPPLIES FOR NEW DAYCARE OWNERS WHO GRADUATED FROM A SPECIFIC COLLEGE PROGRAM WITH AN AWARD OF $10,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELD THE SECOND ANNUAL FUNDRAISER BOWL-A-RAMA TO BUILD FUNDS FOR THE ANNUAL STUDENT CAREER PATHWAYS SCHOLARSHIP AND THE ENTREPRENEUR ENTERPRISE GRANT.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021467
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOREDIFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0122866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0227499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0187
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0187
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0201
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IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031100
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: DAYCARE GRANT. Grantee Name: SOUTHERN OREGON EDUCATION SERVICE DISTRICT. Grantee Address: 101 N GRAPE ST MEDFORD, OR 97501. Date of Gift: 02/06/25. Amount Given: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: EDUCATION SCHOLARSHIP. Grantee Name: LANIE WHEELER. Date of Gift: 08/09/24. Amount Given: 500. Total included on Form 990-EZ, line 10: 10,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: INSURANCE. Amount: 1,753. Description: LICENSES, FEES AND PERMITS. Amount: 767. Description: BANK FEES. Amount: 659. Description: DOJ FEES. Amount: 25. Total to Form 990-EZ, line 16: 3,204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,517. End of Year Amount: 0.
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 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/PersonNm0BLAIR SUNDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05417738946
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
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/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02026-03-03T10:48:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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