Civic Intelligence

Soroptimist Federtnamericas San Diego

EIN 95-6091424 • 501(c)3 • San Diego, CA

Profile

To improve the lives and women and girls

PO Box 81766San Diego, CA 92138

sisandiego.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

58th percentile

8.7%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

5.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$467,402

Up $33,113 (+7.6%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin58th percentile

Revenue

Down

$75,299

Down $18,621 (-20%) from 2022

Expenses

Up

$67,401

Up $9,752 (+17%) from 2022

Net Income

Down

$7,898

Down $28,373 (-78%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2011: $37,792Liabilities 2011: $02011Assets 2012: $40,065Liabilities 2012: $02012Assets 2013: $43,300Liabilities 2013: $02013Assets 2014: $50,053Net Assets 2014: $50,0532014Assets 2015: $45,385Net Assets 2015: $45,3852015Assets 2016: $37,251Net Assets 2016: $37,2512016Assets 2017: $0Net Assets 2017: $02017Assets 2018: $327,077Net Assets 2018: $327,0772018Assets 2019: $371,458Net Assets 2019: $371,4582019Assets 2020: $388,327Net Assets 2020: $388,3272020Assets 2021: $466,440Net Assets 2021: $466,4402021Assets 2022: $434,289Net Assets 2022: $434,2892022Assets 2023: $467,402Liabilities 2023: $02023

Highlighted filing

2023

Assets$467,402
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$100K$50K$0-$50KRevenue 2011: $24,182Expenses 2011: $70,676Net Income 2011: -$46,4942011Revenue 2012: $22,396Expenses 2012: $20,123Net Income 2012: $2,2732012Revenue 2013: $33,691Expenses 2013: $30,456Net Income 2013: $3,2352013Revenue 2014: $36,962Expenses 2014: $30,209Net Income 2014: $6,7532014Revenue 2015: $33,238Expenses 2015: $37,906Net Income 2015: -$4,6682015Revenue 2016: $34,369Expenses 2016: $42,503Net Income 2016: -$8,1342016Revenue 2017: $02017Revenue 2018: $76,542Expenses 2018: $59,311Net Income 2018: $17,2312018Revenue 2019: $88,201Expenses 2019: $50,290Net Income 2019: $37,9112019Revenue 2020: $85,544Expenses 2020: $63,981Net Income 2020: $21,5632020Revenue 2021: $96,201Expenses 2021: $70,015Net Income 2021: $26,1862021Revenue 2022: $93,920Expenses 2022: $57,649Net Income 2022: $36,2712022Revenue 2023: $75,299Expenses 2023: $67,401Net Income 2023: $7,8982023

Highlighted filing

2023

Revenue$75,299
Expenses$67,401
Net Income$7,898
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$467,402
Liabilities
$0
Net assets
-
Revenue
$75,299
Expenses
$67,401
Net income
$7,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.67$0.00$0.75$0.67$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$4.34$0.94$0.58$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$4.66$0.96$0.70$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$3.88$0.86$0.64$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.88$0.50$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.77$0.59$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.34$0.43$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.33$0.38$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.34$0.30$0.03
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.22$0.20$0.02
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.24$0.71$0.46
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$122,939
Mission and Program Overview

Mission

To improve the lives and women and girls

Program Services

DescriptionGrantsExpenses
LIVE YOUR DREAM EDUCATION GRANTS FOR WOMEN$2,870$15,600
SERVICE PROJECTS TO EMPOWER WOMEN AND GIRLS$10,519-
COOPERATION WITH PROJECTS WITHIN SOROPTIMIST INTL$5,550-
PROJECTS SUPPORTING HUMAN TRAFFICKING SURVIVORS & RAISING AWARENESS$300$3,200
ASSITANCE IN SOROPTIMIST INTL AND FEDERATION PROJECTS-$2,250
CARPET WEAVING & COOKING SCHOOLS$866-
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN BAKERPresident-$0--
MONICA LOGANVice President-$0--
MARGARET GREENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Awards Luncheon$48,941$48,941$19,606$29,335
Wine in the Wilderness$25,020$25,020$9,638$15,382
Total Events$82,389$82,389$34,738$47,651
Filing and Contact Details

Filer

Filer Name
Soroptimist FedertnAmericas San Diego
EIN
95-6091424
Phone
6194755020
Address
PO Box 81766, San Diego, CA 92138

Signing Officer

Name
Paula Day
Title
Board Director
Signed
2020-05-12
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $536”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2292”

Other Expenses.1012

“Insurance $461”

Other Expenses.1

“Program svc activities $41155”

Other Expenses.2

“DUES $3712”

Other Expenses.3

“Membership activities $938”

Other Expenses.4

“STORAGE $688”

Other Expenses.5

“WEBSITE $215”

Other Expenses.6

“Bank & credit card fees $175”

Raw XML Appendix172 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/PersonNm0Paula Day
IRS990EZ/BooksInCareOfDetail/PhoneNum06194755020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 81766
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0327077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0371458
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017647
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037911
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0327077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0371458
IRS990EZ/FundraisingGrossIncomeAmt082389
IRS990EZ/GrossReceiptsAmt0122939
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018153
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0371458
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0371458
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HELEN BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA LOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06470
IRS990EZ/OtherExpensesTotalAmt050172
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE LIVES AND WOMEN AND GIRLS
IRS990EZ/PrintingPublicationsPostageAmt0118
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COOPERATION WITH PROJECTS WITHIN SOROPTIMIST INTL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIVE YOUR DREAM EDUCATION GRANTS FOR WOMEN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SERVICE PROJECTS TO EMPOWER WOMEN AND GIRLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ASSITANCE IN SOROPTIMIST INTL AND FEDERATION PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4PROJECTS SUPPORTING HUMAN TRAFFICKING SURVIVORS & RAISING AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5CARPET WEAVING & COOKING SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05550
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12870
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210519
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt4866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034738
IRS990EZ/SpecialEventsNetIncomeLossAmt047651
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050290
IRS990EZ/TotalProgramServiceExpensesAmt020105
IRS990EZ/TotalRevenueAmt088201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sisandiego.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0262251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0349414
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042012
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89270
IRS990ScheduleA/PublicSupportPY170Pct00.93390
IRS990ScheduleA/PublicSupportTotal170Amt0349414
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0262251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0349414
IRS990ScheduleA/TotalSupportAmt0391426
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034738
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AWARDS LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE IN THE WILDERNESS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082389
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047651
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05494
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019606
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $2292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SVC ACTIVITIES $41155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $3712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP ACTIVITIES $938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STORAGE $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK & CREDIT CARD FEES $175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA DAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Soroptimist FedertnAmericas San Diego
ReturnHeader/Filer/BusinessNameControlTxt0SORO
ReturnHeader/Filer/EIN0956091424
ReturnHeader/Filer/PhoneNum06194755020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 81766
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092138
ReturnHeader/ReturnTs02020-05-12T11:51:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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