Civic Intelligence

Sonerholm Charitable Foundation

990PF • Fiscal year 2023 • EIN 88-0374060

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 20, 2024

Organization Profile
2934 NE Kindsey LnAlbany, OR 97321

(360) 621-6594

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-25%

Higher net margin than 20% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.5%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-52%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$255,253

Down $1,172 (-0.5%) from 2022

Net Assets

Down

$255,253

Down $1,172 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin20th percentile

Revenue

Down

$7,355

Down $7,986 (-52%) from 2022

Expenses

Down

$9,222

Down $898 (-8.9%) from 2022

Net Income

Down

-$1,867

Down $7,088 (-136%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2011: $257,484Liabilities 2011: $0Net Assets 2011: $257,4842011Assets 2012: $255,354Liabilities 2012: $0Net Assets 2012: $255,3542012Assets 2013: $232,667Liabilities 2013: $02013Assets 2014: $234,001Liabilities 2014: $02014Assets 2015: $234,394Liabilities 2015: $02015Assets 2019: $239,069Liabilities 2019: $0Net Assets 2019: $239,0692019Assets 2020: $242,801Liabilities 2020: $0Net Assets 2020: $242,8012020Assets 2021: $251,204Liabilities 2021: $0Net Assets 2021: $251,2042021Assets 2022: $256,425Liabilities 2022: $0Net Assets 2022: $256,4252022Assets 2023: $255,253Liabilities 2023: $0Net Assets 2023: $255,2532023Assets 2024: $268,126Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$255,253
Liabilities$0
Net Assets$255,253
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20K-$40KExpenses 2011: $12,7272011Expenses 2012: $11,9592012Revenue 2013: -$9,053Expenses 2013: $13,634Net Income 2013: -$22,6872013Revenue 2014: $19,666Expenses 2014: $18,332Net Income 2014: $1,3342014Revenue 2015: $15,168Expenses 2015: $14,775Net Income 2015: $3932015Revenue 2019: $10,304Expenses 2019: $11,280Net Income 2019: -$9762019Revenue 2020: $14,482Expenses 2020: $10,750Net Income 2020: $3,7322020Revenue 2021: $27,529Expenses 2021: $19,126Net Income 2021: $8,4032021Revenue 2022: $15,341Expenses 2022: $10,120Net Income 2022: $5,2212022Revenue 2023: $7,355Expenses 2023: $9,222Net Income 2023: -$1,8672023Revenue 2024: $11,629Expenses 2024: $9,452Net Income 2024: $2,1772024

Highlighted filing

2023

Revenue$7,355
Expenses$9,222
Net Income-$1,867
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS SONERHOLMBoard Member-$0--
SHANNON RICHARDSPresident-$0--
ROBERT RICHARDSSecy/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Sonerholm Charitable Foundation
EIN
88-0374060
Phone
3606216594
Address
2934 NE KINDSEY LN, Albany, OR 97321

Signing Officer

Name
Shannon Richards
Title
Trustee
Phone
3606216594
Signed
2024-03-20
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Stephanie Solomon
Phone
8004725625
Raw XML Appendix269 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED FOR NEVADA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09837
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09113
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011845
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0109
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0213
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03606216594
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONERHOLM CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SONE
ReturnHeader/Filer/EIN0880374060
ReturnHeader/Filer/PhoneNum03606216594
ReturnHeader/Filer/USAddress/AddressLine1Txt02934 NE KINDSEY LN
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097321
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 105F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Solomon
ReturnHeader/ReturnTs02024-04-04T12:36:04Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,253
Liabilities
$0
Net assets
$255,253
Revenue
$7,355
Expenses
$9,222
Net income
-$1,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$0.00$0.12$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.15$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.28$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.14$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.10$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$2.34$0.00$0.15$0.15$0.00
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$0.20$0.18$0.01
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.09$0.14$0.23
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.13