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Sole Effects FY2023 filing

Tax-deductible

Coronado, CA501(c)(3)Human Services EIN 47-3099057Revenue $660K in FY2023

On file with the IRSsoleeffects.org826 Orange Ave, 92118-2619 · Coronado, CATax-exempt since May 2015Publicly supported — 509(a)(2)

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The mission of Sole Effects is to empower youth to become confident purpose-driven leaders.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$92K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
1 of 2
filings with a surplus
Average surplus $128K a year · 37% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$92K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
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
1
named funder · $139
Fine: 1 funder names it on their filings; under 3.
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
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$660K
×12 vs prior year
Spent
$263K
To programs
96%
Net assets
$406K
By yearFY2020–FY2024
Revenue
$660K
FY2023▲ ×12
Tap a bar for its year
Revenue by fiscal year
FY2020$58K
FY2021$56K
FY2023$660K
FY2024$32K
Expenses
$263K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2023$263K
FY2024$173K
Net assets
$406K
FY2023▲ ×12
Tap a bar for its year
Net assets by fiscal year
FY2020$26K
FY2021$34K
FY2023$406K
FY2024$265K

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 May 2015.

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

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $252K Management & general 4% · $11K

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

6 people listed on the 990; $92K paid to officers and key staff.

Part VII, Section A · reportable compensation
$54,500Pt VII · Sec A
Paula Zimmerman
Director of Curriculum
$37,812Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jodi Greene
Board Member
$0Pt VII · Sec A
Janet Depew
Secretary
$0Pt VII · Sec A

Karen Ogden’s $77K as CEO is at the 93rd percentile of top reported officer pay among 202 <$100K human services 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

NameFY2024FY2023
Karen Ogden$77,000$54,500
Paula Zimmerman$50,750$37,812

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.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers youth to become confident, purpose-driven leaders.

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Provided by the organization

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3 programs · $224K · in their own filed words · FY2023
01

General Programs

Sole (step out lead everyday) effects is a youth leadership and wellness program. The program uses guided lessons combining both a workbook and digital content to teach the lessons. Students are trained to guide small group discussions. Students use the workbooks to set goals, track progress, and monitor their success.

$167Kprogram expense
02

Escondido Union High School District

Sole (step out lead everyday) effects is a youth leadership and wellness program. The program uses guided lessons combining both a workbook and digital content to teach the lessons. Students are trained to guide small group discussions. Students use the workbooks to set goals, track progress, and monitor their success.

$29Kprogram expense
03

Poway Unified

Sole (step out lead everyday) effects is a youth leadership and wellness program. The program uses guided lessons combining both a workbook and digital content to teach the lessons. Students are trained to guide small group discussions. Students use the workbooks to set goals, track progress, and monitor their success.

$28Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$139
Total grants receivedfrom 1 funder$139

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$660K
Ln 12
Fees for servicesLn 2g$620K
Gifts and grantsLn 1h$40K
Investment incomeLn 3$657
Money outPt IX
$263K
Ln 25
Programscol B$252K
Managementcol C$11K
Owns and owesPt X
$406K
net assets · Ln 32
Cash and savingsLn 1–2$101K
Total assetsLn 16$406K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$40K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$620K
Investment incomeLn 3$657
Other incomeLn 4–11$10
Gains on assetsLn 7$0
Total revenueLn 12$660K
Assets in detailPt X, end of year
CashLn 1$12K
SavingsLn 2$90K
Cash and savings togetherLn 1–2$101K
InvestmentsLn 11–13$40K
Land, buildings, equipmentLn 10c$5K
Total assetsLn 16$406K
LiabilitiesLn 26$0
Net assetsLn 32$406K
OperationsPt I, VI
EmployeesI 52
VolunteersI 625
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$101K
InvestmentsLn 11–13$40K
Land, buildings, equipmentLn 10c$5K
Total assetsLn 16$0$406K
LiabilitiesLn 26$0$0
Net assetsLn 32$0$406K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$92K$92K
Other salaries and wagesLn 7$100$100
Payroll taxesLn 10$8K$8K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$100K$98K$2K
Office expensesLn 13$56K$54K$2K
OccupancyLn 16$41$41
TravelLn 17$572$572
Conferences, conventions and meetingsLn 19$185$185
InsuranceLn 23$1K$1K
Total functional expensesLn 25$263K$252K$11K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $32K$173K−$141K$265K 990 PDF
FY2023 Viewing $660K$263K$398K$406K 990 PDF
FY2022 Not on file
FY2021 $56K$34K 990 PDF
FY2020 $58K$26K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $660,486 revenue, 12 lines filed
I-8 Contributions and grants$40,187
I-9 Program service revenue$619,632
I-10 Investment income$657
I-11 Other revenue$10
I-12 Total revenuePrior year $0$660,486
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$100,048
I-16a Professional fundraising fees$0
I-17 Other expenses$162,667
I-18 Total expensesPrior year $0$262,715
I-19 Revenue less expensesPrior year $0$397,771
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
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 payYes
Part VIII · Statement of revenue $660,486 across 13 lines filed
Lines not itemized here account for $10 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$40,187
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$40,187
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $619,632 · Unrelated business $0 · Excluded from tax $0$619,632
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $657$657
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $619,642 · Unrelated business $0 · Excluded from tax $657$660,486
Part IX · Statement of functional expenses $262,715 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $92,312$92,312
IX-7 Other salaries and wagesPrograms $100$100
IX-10 Payroll taxesPrograms $7,636$7,636
IX-11c Accounting feesManagement $5,190$5,190
IX-11g Other fees for servicesPrograms $98,197 · Management $1,521$99,718
IX-13 Office expensesPrograms $53,595 · Management $1,921$55,516
IX-16 OccupancyManagement $41$41
IX-17 TravelManagement $572$572
IX-19 Conferences, conventions and meetingsPrograms $185$185
IX-23 InsuranceManagement $1,445$1,445
IX-25 Total functional expensesPrograms $252,025 · Management $10,690 · Fundraising $0$262,715
Part X · Balance sheet $405,559 assets, 11 lines filed
X-1 Cash, non-interest-bearing$11,603
X-2 Savings and temporary cash investments$89,649
X-4 Accounts receivable$258,779
X-10c Land, buildings and equipment, net$5,335
X-11 Publicly traded securities$40,193
X-16 Total assetsStart of year $0$405,559
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $0$405,559
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $0$405,559
X-33 Total liabilities and net assetsStart of year $0$405,559
Part XI · Reconciliation of net assets $405,559 net assets at year end
XI-1 Total revenue$660,486
XI-2 Total expenses$262,715
XI-3 Revenue less expenses$397,771
XI-4 Net assets at start of year$0
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$7,788
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$405,559

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

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