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SOBRIETY FOUNDATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOBRIETY FOUNDATION (EIN 45-2541256)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-11
IRS object ID
202101939349200100
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-11T23:15:24-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870325228PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAYNIE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11785 WEST 2300 SOUTHAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84119ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452541256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOBRIETY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOBRBusinessNameControlTxt
Phone8019724800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 522252AddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN PETERSONPersonNm
Person TitleSECRETARY-TREASURERPersonTitleTxt
Signature2021-07-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastPETERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott FredericksonPreparerPersonNm
PTINP01884042PTIN
Phone8019724800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresssolscholarshipfoundation.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$125,687GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$125,687ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$125,687TotalRevenueAmt
Grants And Similar Amounts Paid$58,082GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$4,934SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$865FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$162PrintingPublicationsPostageAmt
Other Expenses Total$28,520OtherExpensesTotalAmt
Total Expenses$92,563TotalExpensesAmt
Excess Or Deficit For Year$33,124ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$62,117NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$95,241NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$62,117BOYAmt
EOY$95,241EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,117BOYAmt
EOY$95,241EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$62,117BOYAmt
EOY$95,241EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES SUFFERING FROM THE DISEASE OF DRUG AND ALCOHOL ADDICTION WITH CUSTOMIZED BEST-ODDS-OUTCOME PROGRAMS DESIGNED TO PROMOTE LONG-TERM SUSTAINABLE SOBRIETY BY FACILITATING COLLABORATION BETWEEN CHARITABLE DONORS AND RECOVERY SERVICE PROVIDERS, AND TO PROVIDE SUBSTANCE ABUSE EDUCATION, RESOURCES, AND SUPPORT TO THE COMMUNITY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE SOBRIETY FOUNDATION WAS ABLE TO HELP MULTIPLE INDIVIDUALS DURING THE YEAR THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOBRIETY FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.DescriptionProgramSrvcAccomTxt
Program Service Expenses$58,082ProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AARON BRYANT
Chairman0.25$0
ROBERT WALDMAN
Member0.25$0
SUSAN PETERSON
SECRETARY-TREAS40.00$0
TERRY SELLERS
Member0.25$0
AMY SORENSEN
Executive Dir.40.00$4,583
JIM PHELPS
Co-Chairman0.25$0
MEGAN FARMER
Director2.50$0
BOB FORSEY
Director0.25$0
IAN ACKER
Director0.25$0
EVAN DONE
Director0.25$0
TRUDY SIMMONS
Director0.25$0
MARY KAY KENNEDY
Director0.25$0
LAVAR CHRISTENSEN
Director0.25$0
ERIKA SHERIFF
Director0.25$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSusan PetersonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13574 N 150 WAddressLine1Txt
CityProvoCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84604ZIPCd
FieldValueIRS element (for citing)
Phone8014273869PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,449CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$188,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$199,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,854CurrentTaxYearMinus1YearAmt
Current Tax Year$125,288CurrentTaxYearAmt
Total$864,151TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,449CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$188,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$199,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,854CurrentTaxYearMinus1YearAmt
Current Tax Year$125,288CurrentTaxYearAmt
Total$864,151TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$864,151PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9CurrentTaxYearMinus2YearsAmt
Total$132TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$864,283TotalSupportAmt
Public Support CY1700.99980PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1Class of Activity: SCHOLARSHIP COSTS | Donee's Name: STEPS RECOVERY CENTERS | Donee's Address: 901 SOUTH OREM BLVD OREM UT 84058 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $8200
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: SCHOLARSHIP COSTS | Donee's Name: LIFE BALANCE RECOVERY | Donee's Address: 1291 EXPRESSWAY LN SPANISH FORK UT 84660 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $10660
Grants and Similar Amounts Paid In Excess of $5,000.3Class of Activity: SCHOLARSHIP COSTS | Donee's Name: I AM RECOVERY | Donee's Address: 121 E STATE ST STE B LEHI UT 84043 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $10372
Grants and Similar Amounts Paid In Excess of $5,000.4Class of Activity: SCHOLARSHIP COSTS | Donee's Name: WASATCH RECOVERY | Donee's Address: 8420 WASATCH BLVD COTTONWOOD HEIGHTS UT 84121 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $5600
Grants and Similar Amounts Paid In Excess of $5,000.5Class of Activity: SCHOLARSHIP COSTS | Donee's Name: TURNING POINT | Donee's Address: 2945 TURNING POINT CIRCLE SANDY UT 84092 | Relationship of Donee: NO RELATIONSHIP | Cash Amount Given: $7200
Other Expenses.1012Insurance $1249
Other Expenses.1FUNDRAISING $21079
Other Expenses.2OTHER PAYROLL $3806
Other Expenses.3TELEPHONE $1472
Other Expenses.4CREDIT CARD FEES $835
Other Expenses.6AUTO EXPENSE $36
Other Expenses.7Other Expense $36
Other Expenses.8SUPPLIES $7

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