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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-06T10:23:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475198561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frederickson Murri | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Planners Advisors | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452541256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBRIETY OPTIMIZATION LEAGUE | BusinessNameLine1Txt |
| Business Name Line2 | SCHOLARSHIP FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOBR | BusinessNameControlTxt |
| Phone | 4066006339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522252 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841522252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Peterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4066006339 | PhoneNum |
| Signature | 2016-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott H Murri CPA | PreparerPersonNm |
| PTIN | P01307439 | PTIN |
| Phone | 8013555113 | PhoneNum |
| Preparation | 2016-03-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | SOLSCHOLARSHIPFOUNDATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $130,756 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $130,687 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $69 | InvestmentIncomeAmt |
| Total Revenue | $130,756 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $53,060 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $39,095 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $12,310 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $662 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,694 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,052 | OtherExpensesTotalAmt |
| Total Expenses | $125,873 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,883 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $80,948 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $85,831 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,948 | BOYAmt |
| EOY | $85,831 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,948 | BOYAmt |
| EOY | $85,831 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,948 | BOYAmt |
| EOY | $85,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE 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 | $53,060 | GrantsAndAllocationsAmt |
| Program Service Expenses | $72,813 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,813 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JAMES OTT | ||||
| CHAIRMAN | 5.00 | $0 | $0 | $0 |
| CHRIS HAYNES | ||||
| VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| SUSAN PETERSON | ||||
| SECRETARY-TREASURER | 5.00 | $0 | $0 | $0 |
| RITA MANGUM | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVAN HILL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYELER OVARD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIM CAMPBELL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID ROSEN | ||||
| Executive Director | 50.00 | $36,601 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN PETERSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3574 N 150 W | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 846045645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8014273869 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $92,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,687 | CurrentTaxYearAmt |
| Total | $492,103 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $92,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,687 | CurrentTaxYearAmt |
| Total | $492,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $149,840 | SubstantialContributorsTotAmt |
| Public Support Total170 | $342,263 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $69 | CurrentTaxYearAmt |
| Total | $69 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $492,172 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Interest income. Amount: 69. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity 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 Paid | Activity 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 Expenses | Description: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The 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 |
Comments