Civic Intelligence

Soco Development Inc

990EZ • Fiscal year 2020 • EIN 94-3150642

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 01, 2020

Organization ProfileN/A
PO Box 127Klamath Falls, OR 97601

(541) 882-1869

Siviq Scores

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

Liabilities / Assets

88th percentile

0.54x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.84x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-4.9%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$6,960

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$193,528

Down $18,649 (-8.8%) from 2019

Net Assets

Down

$89,443

Down $6,098 (-6.4%) from 2019

Liabilities

Down

$104,085

Down $12,551 (-11%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin33rd percentile

Revenue

Down

$124,641

Down $19,706 (-14%) from 2019

Expenses

Down

$130,739

Down $194,309 (-60%) from 2019

Net Income

Up

-$6,098

Up $174,603 (+97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2011: $527,693Liabilities 2011: $201,845Net Assets 2011: $325,8482011Assets 2013: $495,603Liabilities 2013: $178,887Net Assets 2013: $316,7162013Assets 2014: $481,274Liabilities 2014: $168,767Net Assets 2014: $312,5072014Assets 2015: $457,645Liabilities 2015: $162,839Net Assets 2015: $294,8062015Assets 2016: $439,363Liabilities 2016: $156,479Net Assets 2016: $282,8842016Assets 2017: $424,601Liabilities 2017: $145,243Net Assets 2017: $279,3582017Assets 2018: $405,882Liabilities 2018: $129,640Net Assets 2018: $276,2422018Assets 2019: $212,177Liabilities 2019: $116,636Net Assets 2019: $95,5412019Assets 2020: $193,528Liabilities 2020: $104,085Net Assets 2020: $89,4432020Assets 2021: $181,716Liabilities 2021: $91,068Net Assets 2021: $90,6482021Assets 2022: $192,799Liabilities 2022: $75,419Net Assets 2022: $117,3802022Assets 2023: $52,816Net Assets 2023: $52,8162023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$193,528
Liabilities$104,085
Net Assets$89,443
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200KExpenses 2011: $130,0472011Revenue 2013: $148,636Expenses 2013: $149,439Net Income 2013: -$8032013Revenue 2014: $145,603Expenses 2014: $149,812Net Income 2014: -$4,2092014Revenue 2015: $129,509Expenses 2015: $147,210Net Income 2015: -$17,7012015Revenue 2016: $125,903Expenses 2016: $137,825Net Income 2016: -$11,9222016Revenue 2017: $142,107Expenses 2017: $145,633Net Income 2017: -$3,5262017Revenue 2018: $144,261Expenses 2018: $147,377Net Income 2018: -$3,1162018Revenue 2019: $144,347Expenses 2019: $325,048Net Income 2019: -$180,7012019Revenue 2020: $124,641Expenses 2020: $130,739Net Income 2020: -$6,0982020Revenue 2021: $134,555Expenses 2021: $133,350Net Income 2021: $1,2052021Revenue 2022: $135,343Expenses 2022: $108,611Net Income 2022: $26,7322022Revenue 2023: $78,774Expenses 2023: $143,338Net Income 2023: -$64,5642023Revenue 2024: $1,644Expenses 2024: $36,363Net Income 2024: -$34,7192024

Highlighted filing

2020

Revenue$124,641
Expenses$130,739
Net Income-$6,098
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.0
Gross Receipts
$124,641
Mission and Program Overview

Mission

Soco addresses the needs of people in poverty through housing development, training opportunities and community building.

Program Services

DescriptionGrantsExpenses
HARVEST HOUSE: Housing for chronically mentally ill adults in poverty.$111,403-
Union Station: Provides for severely mentally ill.--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaime KellySecretaryPT$6,960-$6,960
Gloria KellarDirector-$0--
Michael StinsonPresident-$0--
Harriet GroveDirector-$0--
Tawnia ShawDirector-$0--
Stephen McKinleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Soco Development Inc
EIN
94-3150642
Phone
5418821869
Address
PO Box 127, KLAMATH FALLS, OR 97601

Signing Officer

Name
Jaime Kelly
Title
Executive Director
Signed
2020-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Associate CPA Pc
Address
430 Walnut Avenue, KLAMATH FALLS, OR 97601
Preparer
Todd Goebel CPA MBA
Phone
5418848121
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $5661”

Other Expenses.1005

“Travel $2670”

Other Expenses.1008

“Interest $5045”

Other Expenses.1009

“Depreciation $16377”

Other Expenses.1012

“Insurance $10416”

Other Expenses.1

“Utilities $34401”

Other Expenses.2

“REPAIRS $9301”

Other Expenses.3

“Client Expense $745”

Other Expenses.4

“DUES & FEES $715”

Other Expenses.5

“Security $424”

Other Expenses.6

“Workers Comp $210”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $115378 Secured Mortgages and Notes Payable - Ending $101870”

Total Liabilities.1

“Renters Deposits - Beginning $1258 Renters Deposits - Ending $2215”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jamie Kelly
IRS990EZ/BooksInCareOfDetail/PhoneNum05418821869
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02115 ORCHARD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KLAMATH FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06558
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04287
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6098
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01905
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt0124641
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0205619
IRS990EZ/LandAndBuildingsGrp/EOYAmt0189241
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089443
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089443
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt56960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gloria Kellar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Stinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harriet Grove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tawnia Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen McKinley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jaime Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCO ADDRESSES THE NEEDS OF PEOPLE IN POVERTY THROUGH HOUSING DEVELOPMENT, TRAINING OPPORTUNITIES AND COMMUNITY BUILDING.
IRS990EZ/ProgramServiceRevenueAmt0124641
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HARVEST HOUSE: Housing for chronically mentally ill adults in poverty.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Union Station: Provides for severely mentally ill.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0111403
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042869
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0116636
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0104085
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0130739
IRS990EZ/TotalProgramServiceExpensesAmt0111403
IRS990EZ/TotalRevenueAmt0124641
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027631
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt027631
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027631
IRS990ScheduleA/TotalSupportAmt027631
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $5661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $2670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $5045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $16377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $10416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Utilities $34401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIRS $9301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Client Expense $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES & FEES $715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Security $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Workers Comp $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Secured Mortgages and Notes Payable - Beginning $115378 Secured Mortgages and Notes Payable - Ending $101870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Renters Deposits - Beginning $1258 Renters Deposits - Ending $2215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaime Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCO DEVELOPMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0SOCO
ReturnHeader/Filer/EIN0943150642
ReturnHeader/Filer/PhoneNum05418821869
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 127
ReturnHeader/Filer/USAddress/CityNm0KLAMATH FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421655514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING ASSOCIATE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 Walnut Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097601
ReturnHeader/PreparerPersonGrp/PhoneNum05418848121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd Goebel CPA MBA
ReturnHeader/ReturnTs02020-12-08T17:12:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,528
Liabilities
$104,085
Net assets
$89,443
Revenue
$124,641
Expenses
$130,739
Net income
-$6,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$0.36$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.79$1.43$0.65
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.75$1.17$1.35$1.09$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.91$0.91$1.35$1.33$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.94$1.04$0.89$1.25$1.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.12$1.17$0.96$1.44$3.25$1.81
2018Detailed filing. Detailed filing data is available for this year.$4.06$1.30$2.76$1.44$1.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.25$1.45$2.79$1.42$1.46$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.39$1.56$2.83$1.26$1.38$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.58$1.63$2.95$1.30$1.47$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.81$1.69$3.13$1.46$1.50$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$1.79$3.17$1.49$1.49$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$2.02$3.26$1.30