Sobriety Foundation FY2023 filing

Tax-deductible

Provo, UT501(c)(3)Health CareEIN 45-2541256Revenue $526K in FY2023

On file with the IRSsolscholarshipfoundation.com3574 N 150 W, 84604-5645 · Provo, UTTax-exempt since Feb 2012Publicly supported charity — 170(b)(1)(A)(vi)

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To 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.

501(c)(3) charity; gifts are tax-deductible.
42¢ of each $1 spent went to programs.
$12K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $15K a year · 4% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
42%
of spending
Concern: 42% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$12K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $28K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$526K
+40% vs prior year
Spent
$538K
To programs
42%
Net assets
$207K
By yearFY2020–FY2024
Revenue
$526K
FY2023▲ +40%
Tap a bar for its year
Revenue by fiscal year
FY2020$126K
FY2021$389K
FY2022$375K
FY2023$526K
FY2024$437K
Expenses
$538K
FY2023▲ +55%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$293K
FY2022$346K
FY2023$538K
FY2024$487K
Net assets
$207K
FY2023▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$95K
FY2021$191K
FY2022$219K
FY2023$207K
FY2024$156K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

42 cents of each dollar spent went to programs.

Program services 42% · $227K Management & general 6% · $32K Fundraising 52% · $279K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $12K paid to officers and key staff.

Part VII, Section A · reportable compensation
$12,007Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary Treas
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Erika Sheriff’s $13K as Advocate is at the 7th percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Erika Sheriff$12,734$12,007$7,960$7,952—
Amy Sorensen————$4,583

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sobriety Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects donors and providers to offer customized recovery programs and community education for addiction.

Questions for Sobriety Foundation

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Provided by the organization

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3 programs · $227K · in their own filed words · FY2023
01

In 2023, the Sobriety Foundation was able to provide 277 sober living scholarships. Each of these scholarships is meaningful as it represents an individual who isworking diligently to engage in recovery services and take steps to improve their lives and have a positive impact on the broader community.100% of scholarship recipients…

$227Kprogram expense
02

The 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.

Pt IX · col B
03

Our annual Teetotaler Speakeasy event was held on October 13, 2023 in Salt Lake City and saw significant growth. With 320 individuals in attendance, Sobriety Foundationraised more than $173,812.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 5 grants · $738K · 2021–2024
Unitemized GrantFY2024$253,187
Unitemized GrantFY2023$226,905
Unitemized GrantFY2022$149,875
Unitemized GrantFY2021$91,863
Unitemized GrantFY2021$16,600

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$526K
Ln 12
Gifts and grantsLn 1h$526K
Money outPt IX
$538K
Ln 25
Programscol B$227K
Managementcol C$32K
Fundraisingcol D$279K
Owns and owesPt X
$207K
net assets · Ln 32
Cash and savingsLn 1–2$207K
Total assetsLn 16$207K
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$526K
Noncash giftsLn 1g$119K
Gains on assetsLn 7$0
Total revenueLn 12$526K
Assets in detailPt X, end of year
CashLn 1$207K
SavingsLn 2$0
Cash and savings togetherLn 1–2$207K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$207K
LiabilitiesLn 26$0
Net assetsLn 32$207K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$219K$207K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$219K$207K
LiabilitiesLn 26$0$0
Net assetsLn 32$219K$207K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$227K$227K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$12K$12K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$352$352
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$289K$10K$279K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$538K$227K$32K$279K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $437K$487K−$51K$156K 990 PDF
FY2023 Viewing $526K$538K−$13K$207K 990 PDF
FY2022 $375K$346K$29K$219K 990 PDF
FY2021 $389K$293K$95K$191K 990 PDF
FY2020 $126K$95K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $525,814 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $375,054$525,814
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $375,054$525,814
I-13 Grants and similar amounts paidPrior year $149,875$226,905
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $7,960$12,007
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $188,611$299,565
I-18 Total expensesPrior year $346,446$538,477
I-19 Revenue less expensesPrior year $28,608−$12,663
Part VI · Governance 13 of 14 board members independent, 4 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $525,814 across 9 lines filed
VIII-1f All other contributions, gifts and grants$525,814
VIII-1g Noncash contributions (included above)$119,051
VIII-1h Total contributions, gifts and grants$525,814
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$525,814
Part IX · Statement of functional expenses $538,477 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $226,905$226,905
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $12,007$12,007
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $2,075$2,075
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionManagement $3,750$3,750
IX-13 Office expensesManagement $352$352
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $1,720$1,720
IX-24 Other expenses (24a–d)Management $9,725 · Fundraising $279,485$289,210
IX-24e All other expensesManagement $2,458$2,458
IX-25 Total functional expensesPrograms $226,905 · Management $32,087 · Fundraising $279,485$538,477
Part X · Balance sheet $206,538 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $219,201$206,538
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $219,201$206,538
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $219,201$206,538
X-32 Total net assets or fund balancesStart of year $219,201$206,538
X-33 Total liabilities and net assetsStart of year $219,201$206,538
Part XI · Reconciliation of net assets $206,538 net assets at year end
XI-1 Total revenue$525,814
XI-2 Total expenses$538,477
XI-3 Revenue less expenses−$12,663
XI-4 Net assets at start of year$219,201
XI-10 Net assets at end of year$206,538

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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