SOBRIETY FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SOBRIETY FOUNDATION (EIN 45-2541256)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-06
IRS object ID
201630979349200008
Schema version
2015v2.1
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)
Return2016-04-06T10:23:23-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475198561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Frederickson MurriBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1Planners AdvisorsAddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84106ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452541256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOBRIETY OPTIMIZATION LEAGUEBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOBRBusinessNameControlTxt
Phone4066006339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 522252AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841522252ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan PetersonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4066006339PhoneNum
Signature2016-03-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott H Murri CPAPreparerPersonNm
PTINP01307439PTIN
Phone8013555113PhoneNum
Preparation2016-03-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressSOLSCHOLARSHIPFOUNDATION.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$130,756GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$130,687ContributionsGiftsGrantsEtcAmt
Investment Income$69InvestmentIncomeAmt
Total Revenue$130,756TotalRevenueAmt
Grants And Similar Amounts Paid$53,060GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$39,095SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$12,310FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$662OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,694PrintingPublicationsPostageAmt
Other Expenses Total$19,052OtherExpensesTotalAmt
Total Expenses$125,873TotalExpensesAmt
Excess Or Deficit For Year$4,883ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$80,948NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$85,831NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$80,948BOYAmt
EOY$85,831EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,948BOYAmt
EOY$85,831EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$80,948BOYAmt
EOY$85,831EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE FINANCIALLY DISADVANTAGED INDIVIDUALS AND FAMILIES SUFFERING FROM THE DISEASE OF DRUG AND ALCOHOL ADDICTION WITH CUSTOMIZED BEST-ODDS-OUTCOME PRGRAMS 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 OPTIMIZATION LEAGUE SCHOLARSHIP FOUNDATION WAS ABLE TO HELP MULTIPLE INDIVIDUALS DURING 2014 THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOL SCHOLARSHIP FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.DescriptionProgramSrvcAccomTxt
Grants And Allocations$53,060GrantsAndAllocationsAmt
Program Service Expenses$72,813ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$72,813TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES OTT
CHAIRMAN5.00$0$0$0
CHRIS HAYNES
VICE CHAIRMAN5.00$0$0$0
SUSAN PETERSON
SECRETARY-TREASURER5.00$0$0$0
RITA MANGUM
DIRECTOR1.00$0$0$0
EVAN HILL
DIRECTOR1.00$0$0$0
KYELER OVARD
DIRECTOR1.00$0$0$0
KIM CAMPBELL
DIRECTOR1.00$0$0$0
DAVID ROSEN
Executive Director50.00$36,601$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN PETERSONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13574 N 150 WAddressLine1Txt
CityPROVOCityNm
State AbbreviationUTStateAbbreviationCd
ZIP846045645ZIPCd
FieldValueIRS element (for citing)
Phone8014273869PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$92,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,188CurrentTaxYearMinus1YearAmt
Current Tax Year$130,687CurrentTaxYearAmt
Total$492,103TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$92,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,188CurrentTaxYearMinus1YearAmt
Current Tax Year$130,687CurrentTaxYearAmt
Total$492,103TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$149,840SubstantialContributorsTotAmt
Public Support Total170$342,263PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$69CurrentTaxYearAmt
Total$69TotalAmt
FieldValueIRS element (for citing)
Total Support$492,172TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Interest income. Amount: 69.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: REHABILITATION SCHOLARSHIPS. Grantee Name: Cold Creek Wellness. Grantee Address: 845 W 200 N Kaysville, UT 84037. Amount Given: 12,500.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: SOBER LIVING SCHOLARSHIPS. Grantee Name: Various - Donees are individuals. Amount Given: 40,560. Total included on Form 990-EZ, line 10: 53,060.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: LICENSES AND PERMITS. Amount: 285. Description: Credit card fees. Amount: 642. Description: ADVERTISING AND PROMOTION. Amount: 214. Description: meals & entertainment. Amount: 441. Description: transportation. Amount: 7,396. Description: office EXPENSES. Amount: 1,943. Description: payroll tax. Amount: 3,575. Description: INSURANCE. Amount: 4,556. Total to Form 990-EZ, line 16: 19,052.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe 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.DeclarationDesc

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