SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC (EIN 23-2154856)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-03-06
- IRS object ID
- 202600659349300340
- Schema version
- 2024v5.5
- 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 | 2026-03-06T13:56:36-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232154856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOROPTIMIST INTERNATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | OF THE AMERICAS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SORO | BusinessNameControlTxt |
| Phone | 2158939000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY A GROSSMAN CPA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2158939000 | PhoneNum |
| Signature | 2026-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MALLORY GOOD | PreparerPersonNm |
| PTIN | P01704765 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE J BURNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,503,555 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOROPTIMIST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | GLOBAL VOLUNTEER ORGANIZATION ECONOMICALLY EMPOWERING WOMEN & GIRLS WHO FACE OBSTACLES TO SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 25349 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,965,629 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,810,490 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,301,255 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,387,958 | CYProgramServiceRevenueAmt |
| PY Investment Income | $418,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $499,354 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,406 | PYOtherRevenueAmt |
| CY Other Revenue | $31,684 | CYOtherRevenueAmt |
| PY Total Revenue | $5,735,825 | PYTotalRevenueAmt |
| CY Total Revenue | $4,729,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $490,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $509,400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,039,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,255,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $983,227 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,548,799 | PYOtherExpensesAmt |
| CY Other Expenses | $2,259,759 | CYOtherExpensesAmt |
| PY Total Expenses | $7,077,836 | PYTotalExpensesAmt |
| CY Total Expenses | $6,024,187 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,342,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,294,701 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,566,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,567,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,659,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,411,421 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,907,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,155,897 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOROPTIMIST IS A GLOBAL VOLUNTEER ORGANIZATION THAT PROVIDES WOMEN AND GIRLS WITH ACCESS TO THE EDUCATION AND TRAINING THEY NEED TO ACHIEVE ECONOMIC EMPOWERMENT. (CONTINUED ON SCHEDULE O)OUR VISION IS FOR WOMEN AND GIRLS TO HAVE THE RESOURCES AND OPPORTUNITIES TO REACH THEIR FULL POTENTIAL AND LIVE THEIR DREAMS. SOROPTIMIST WAS FORMED IN 1921 IN OAKLAND, CALIFORNIA, AT A TIME WHEN WOMEN WERE NOT PERMITTED TO JOIN SERVICE ORGANIZATIONS. OUR NAME, LOOSELY TRANSLATED FROM THE LATIN, MEANS BEST FOR WOMEN. TODAY, WE HAVE OVER 24,000 MEMBERS AND SUPPORTERS IN COUNTRIES ACROSS NORTH AMERICA, LATIN AMERICA AND THE PACIFIC RIM. WE ARE ONE OF FIVE FEDERATIONS THAT MAKE UP SOROPTIMIST INTERNATIONAL, WHICH HAS CLUBS IN MORE THAN 120 COUNTRIES THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,492,192 | ExpenseAmt |
| Grant | $55,500 | GrantAmt |
| Revenue | $2,419,642 | RevenueAmt |
| Desc | MEMBER SUPPORT - PROVIDE THE DEVELOPMENT, TRAINING, PROGRAMS, TOOLS, MATERIALS AND SUPPORT IN SIX LANGUAGES ENABLING MORE THAN 24,000 MEMBERS IN COUNTRIES ACROSS NORTH AMERICA, LATIN AMERICA AND THE PACIFIC RIM TO PROVIDE WOMEN AND GIRLS WITH ACCESS TO THE EDUCATION AND TRAINING THEY NEED TO ACHIEVE ECONOMIC EMPOWERMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $605,419 | ExpenseAmt |
| Grant | $453,900 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SOROPTIMIST LIVE YOUR DREAM: EDUCATION AND TRAINING AWARDS FOR WOMEN IS ONE OF SOROPTIMIST'S CORNERSTONE PROGRAMS. THROUGH THE PROGRAM, CLUBS IN COUNTRIES ACROSS NORTH AMERICA, LATIN, AMERICA AND THE PACIFIC RIM ASSIST WOMEN WHO PROVIDE THE PRIMARY SOURCE OF FINANCIAL SUPPORT FOR THEIR FAMILIES BY GIVING THEM THE RESOURCES THEY NEED TO IMPROVE THEIR EDUCATION, SKILLS AND EMPLOYMENT PROSPECTS SO THEY MAY REACH AN IMPROVED STANDARD OF LIVING FOR THEMSELVES AND THEIR DEPENDENTS. RECIPIENTS WHO HAVE OVERCOME ENORMOUS OBSTACLES INCLUDING POVERTY, DOMESTIC VIOLENCE, AND TEEN PREGNANCY MAY USE THE AWARDS TO OFFSET ANY COSTS ASSOCIATED WITH THEIR EFFORTS TO ATTAIN HIGHER EDUCATION, SUCH AS BOOKS, CHILDCARE AND TRANSPORTATION. CONTINUED ON SCHEDULE O. SINCE 1972, SOROPTIMIST HAS DISBURSED MORE THAN $49 MILLION TO MORE THAN 47,000 WOMEN THROUGH THE LIVE YOUR DREAM: EDUCATION AND TRAINING AWARDS FOR WOMEN AWARDS. IN FY24/25, 2,353 WOMEN RECEIVED A LIVE YOUR DREAM AWARD AND A TOTAL OF $3,433,614 WAS DISTRIBUTED AT ALL LEVELS OF THE AWARD. SIA FUNDED OVER $450,000 IN LIVE YOUR DREAM AWARDS BETWEEN SIAHQ AWARDS, NEW CLUB FUNDING, FEDERATION AWARDS, AND REGION FUNDING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,211 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DREAM IT BE IT: CAREER SUPPORT FOR GIRLS; LAUNCHED IN 2015, SERVES AS SOROPRIMIST'S OTHER CORNERSTONE PROGRAM. THE GOAL OF THE PROGRAM IS TO PROVIDE EDUCATION AND ROLE MODELS TO EMPOWER GIRLS TO PURSUE THEIR CAREER GOALS AND REACH THEIR FULL POTENTIAL. CLUBS WORK IN PARTNERSHIP WITH GIRLS FACING OBSTACLES SUCH AS POVERTY OR TEEN PREGNANCY, PROVIDING SUPPORT IN SMALL-GROUP SETTINGS. PARTICIPANTS RECEIVE INFORMATION AND RESOURCES RELATED TO CAREER EXPLORATION, GOAL SETTING AND ACHIEVEMENT, OVERCOMING BARRIERS TO SUCCESS, AND BUILDING RESILIENCE TO MOVE FORWARD AFTER SETBACKS OR CHALLENGES. SINCE ITS INCEPTION, THE PROGRAM HAS REACHED MORE THAN 162,000 GIRLS ACROSS 15 COUNTRIES AND TERRITORIES. IN FY24/25, 23,870 GIRLS PARTICIPATED IN DREAM IT, BE IT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,149,822 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY A GROSSMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158939000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 SPRUCE ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GLORIA GINGER COLE | |||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE RINEY | |||||||
| PRESIDENT-ELECT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE STRAWSER | |||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GABRIELLE CALIZO-QUIMPO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL DEKREON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY GENTILE-VANMETER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GILBEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| REJANE HEYSE RIBAS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE KENNY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA ODETTE NASSIF DO VOL | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMIKO SASAKI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HYOCHUL SHIN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MEI-HONG TSAI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MAYUMI TSUJI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MADOKA USHIO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE J BURNETT | |||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | Yes (X) | $294,286 | $0 | $19,865 | ||
| KIMBERLY A GROSSMAN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $159,256 | $0 | $12,647 | ||
| IESHA D BROWN | |||||||
| CHIEF IMPACT & ENGAGEMENT OFFICER | 40.00 | $151,963 | $0 | $14,029 | Yes (X) | ||
| LISA MANGIAFICO | |||||||
| ASSOC. SR DIR RECORDS & RISK OFFICER | 40.00 | $119,101 | $0 | $16,043 | Yes (X) | ||
| KYMBERLIE ADAMS | |||||||
| CHIEF MKTG & DEVELOPMENT OFFICER | 40.00 | $133,195 | $0 | $14,314 | Yes (X) | ||
| ERICA CHESLOCK | |||||||
| DIRECTOR, DONOR RELATIONS | 40.00 | $101,680 | $0 | $9,619 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $959,481 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AGILE CLOUD CONSULTING | |||||
| 276 5TH AVE STE 704-3080 | NEW YORK | NY | 10001 | SOFTWARE CONSULTING | $508,585 |
| LIONBRIDGE TECHNOLOGIES | |||||
| 890 WINTER STREET SUITE 225 | WALTHAM | MA | 02451 | INTERPRETATION SERVICES | $415,973 |
| TSE LIVE LLC | |||||
| 673 OVERLOOK RIM DRIVE | HENDERSON | NV | 89012 | AUDIO & VISUAL | $383,218 |
| SALESFORCE INC | |||||
| 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 09105 | SOFTWARE | $240,275 |
| THRIVE | |||||
| 25 FORBES BOULEVARD SUITE 3 | FOXBORO | MA | 02035 | INFORMATION TECHNOLOGY SERVICES | $216,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,810,490 | AllOtherContributionsAmt |
| Total Contributions | $1,810,490 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,360,131 | $2,360,131 |
| CONVENTION AND MEETING | 900099 | $27,827 | $27,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,387,958 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,670 | TotalRevenueColumnAmt |
| Exclusion | $515,670 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $675,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $691,316 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,316 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,316 | TotalRevenueColumnAmt |
| Exclusion | -$16,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $114,437 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $82,753 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,684 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,729,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,419,642 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $499,354 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,000 | TotalAmt |
| Program Services | $211,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,000 | TotalAmt |
| Program Services | $92,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,400 | TotalAmt |
| Program Services | $206,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,984 | TotalAmt |
| Program Services | $257,727 | ProgramServicesAmt |
| Management And General | $289,257 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,014 | TotalAmt |
| Program Services | $1,413,582 | ProgramServicesAmt |
| Management And General | $251,620 | ManagementAndGeneralAmt |
| Fundraising | $487,812 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,972 | TotalAmt |
| Program Services | $81,199 | ProgramServicesAmt |
| Management And General | $10,819 | ManagementAndGeneralAmt |
| Fundraising | $29,954 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,437 | TotalAmt |
| Program Services | $150,784 | ProgramServicesAmt |
| Management And General | $29,549 | ManagementAndGeneralAmt |
| Fundraising | $49,104 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,621 | TotalAmt |
| Program Services | $130,478 | ProgramServicesAmt |
| Management And General | $32,989 | ManagementAndGeneralAmt |
| Fundraising | $40,154 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,662 | TotalAmt |
| Program Services | $1,657 | ProgramServicesAmt |
| Management And General | $432 | ManagementAndGeneralAmt |
| Fundraising | $573 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,900 | TotalAmt |
| Program Services | $25,453 | ProgramServicesAmt |
| Management And General | $6,647 | ManagementAndGeneralAmt |
| Fundraising | $8,800 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,521 | TotalAmt |
| Program Services | $76,549 | ProgramServicesAmt |
| Management And General | $28,692 | ManagementAndGeneralAmt |
| Fundraising | $25,280 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,833 | TotalAmt |
| Program Services | $15,081 | ProgramServicesAmt |
| Fundraising | $5,752 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,639 | TotalAmt |
| Program Services | $14,025 | ProgramServicesAmt |
| Management And General | $4,512 | ManagementAndGeneralAmt |
| Fundraising | $4,102 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,976 | TotalAmt |
| Program Services | $386,760 | ProgramServicesAmt |
| Management And General | $111,689 | ManagementAndGeneralAmt |
| Fundraising | $105,527 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,835 | TotalAmt |
| Program Services | $62,014 | ProgramServicesAmt |
| Management And General | $19,447 | ManagementAndGeneralAmt |
| Fundraising | $18,374 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,498 | TotalAmt |
| Program Services | $94,781 | ProgramServicesAmt |
| Management And General | $1,828 | ManagementAndGeneralAmt |
| Fundraising | $4,889 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,886 | TotalAmt |
| Program Services | $11,988 | ProgramServicesAmt |
| Management And General | $462 | ManagementAndGeneralAmt |
| Fundraising | $1,436 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,718 | TotalAmt |
| Program Services | $188,405 | ProgramServicesAmt |
| Management And General | $46,735 | ManagementAndGeneralAmt |
| Fundraising | $110,578 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,910 | TotalAmt |
| Program Services | $156,181 | ProgramServicesAmt |
| Management And General | $7,059 | ManagementAndGeneralAmt |
| Fundraising | $6,670 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSLATION & INTERPRET | $324,928 | $290,156 | $5,434 | $29,338 |
| SOROPTIMIST INT. DUES | $184,826 | $184,826 | ||
| DUES AND OTHER FEES | $167,627 | $98,776 | $13,967 | $54,884 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,024,187 | TotalAmt |
| Program Services | $4,149,822 | ProgramServicesAmt |
| Management And General | $891,138 | ManagementAndGeneralAmt |
| Fundraising | $983,227 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,823,814 | BOYAmt |
| EOY | $1,885,866 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,262 | BOYAmt |
| EOY | $1,509,494 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,477 | BOYAmt |
| EOY | $38,013 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,843 | BOYAmt |
| EOY | $4,841 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,694 | BOYAmt |
| EOY | $88,107 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,712 | BOYAmt |
| EOY | $590,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,292,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,165,012 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,340 | BOYAmt |
| EOY | $2,127,758 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,040,235 | BOYAmt |
| EOY | $10,287,876 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,032 | BOYAmt |
| EOY | $34,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,566,409 | BOYAmt |
| EOY | $16,567,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,753 | BOYAmt |
| EOY | $495,688 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,073 | BOYAmt |
| EOY | $1,875,960 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392 | BOYAmt |
| EOY | $4,991 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,032 | BOYAmt |
| EOY | $34,782 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,659,250 | BOYAmt |
| EOY | $2,411,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,014,356 | BOYAmt |
| EOY | $4,074,925 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,892,803 | BOYAmt |
| EOY | $10,080,972 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,907,159 | BOYAmt |
| EOY | $14,155,897 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,566,409 | BOYAmt |
| EOY | $16,567,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,294,701 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $543,439 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus4 Years | $2,507,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,835,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,758,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,965,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,810,490 | CurrentTaxYearAmt |
| Total | $12,878,287 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,507,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,835,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,758,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,965,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,810,490 | CurrentTaxYearAmt |
| Total | $12,878,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $364,776 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,513,511 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $502,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $515,670 | CurrentTaxYearAmt |
| Total | $2,098,634 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,112 | CurrentTaxYearMinus1YearAmt |
| Total | $67,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,044,854 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,147,792 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 1,802. 2021 AMOUNT: $ 1,480. 2022 AMOUNT: $ 38,539. 2023 AMOUNT: $ 26,112. 2024 AMOUNT: $ 0. | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,656,902 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,453,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,123,380 | OtherExpendituresAmt |
| End Year Balance | $11,987,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,908,671 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,764,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,016,030 | OtherExpendituresAmt |
| End Year Balance | $11,656,902 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,330,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $905,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $326,996 | OtherExpendituresAmt |
| End Year Balance | $10,908,671 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,081,907 | BeginningYearBalanceAmt |
| Contributions | $14,288 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,506,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $259,690 | OtherExpendituresAmt |
| End Year Balance | $10,330,471 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,446,546 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,635,361 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,081,907 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17265 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82736 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,000 | OtherCostOrOtherBasisAmt |
| Book Value | $28,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,719,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,730,984 | DepreciationAmt |
| Book Value | $988,800 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $249,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,264 | DepreciationAmt |
| Book Value | $76,830 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,295,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,764 | DepreciationAmt |
| Book Value | $1,034,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,127,758 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $34,782 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,782 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,719,461 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $543,439 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $476,536 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,019,975 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,699,486 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,729,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,470,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $476,536 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $476,536 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,994,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,024,187 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION RECEIVES FUNDS FROM MEMBER CLUBS ON BEHALF OF OTHER ORGANIZATIONS, WHICH IT HOLDS AND PERIODICALLY MAKES REMITTANCES TO THEM. THESE FUNDS ARE NOT OWNED BY THE ORGANIZATION NOR DOES IT EXERCISE DISCRETION OVER RECEIPTS OR DISBURSEMENTS CONSEQUENTLY, THEY ARE INCLUDED AS A LIABILITY ON THE STATEMENT OF FINANCIAL POSITION. RECEIPTS AND DISBURSEMENTS OF AGENCY FUNDS ARE NOT INCLUDED IN THE STATEMENT OF ACTIVITIES. |
| PART V, LINE 4: | THE ENDOWMENT FUND EXISTS TO PROVIDE A SUPPLEMENT TO OPERATING INCOME, AND FOR THE PURPOSES OF LONG TERM GROWTH OF ASSETS FOR THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN THE INCOME TAXES USING THE FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE REORGANIZED IN THE FINANCIAL STATEMENTS WHEN IT MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. THE ORGANIZATION'S FEDERAL TAX RETURN IS SUBJECT TO AUDIT BY TAXING AUTHORITIES. AS OF AUGUST 31, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | GRANTS TO RECIPIENTS | SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS | $40,000 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS | LIVE YOUR DREAM AWARDS | $20,400 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTS TO RECIPIENTS | SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS | $135,000 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTS TO RECIPIENTS | SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $206,400 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $206,400 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | LIVE YOUR DREAM AWARDS | $19,000 | WIRE TRANSFERS | $0 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS | $21,000 | WIRE TRANSFERS | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | LIVE YOUR DREAM AWARDS | $8,000 | WIRE TRANSFERS | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | LIVE YOUR DREAM AWARDS | $11,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS | $22,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS | $10,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS | $8,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS | $15,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS | $16,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS | $14,000 | WIRE TRANSFERS | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS | $11,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS | $42,000 | WIRE TRANSFERS | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | LIVE YOUR DREAM AWARDS | $8,000 | WIRE TRANSFERS | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | IN OUR MISSION TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT THE WORLD, IT IS NOT THE POLICY OF SIA TO DETERMINE THE CHARITABLE STATUS OF ORGANIZATIONS RUNNING THE PROGRAMS WHICH ACCOMPLISH OUR MISSION. LIVE YOUR DREAM AWARD APPLICATIONS ARE MAINTAINED IN PERPETUITY AS WELL AS THE SCORES SUBMITTED BY THE SIAHQ/FEDERATION JUDGES. ALSO MAINTAINED IS THE RECORDS OF CONFIRMATION FROM LYDA APPLICATION REFERENCES WHICH ARE USED IN THE SELECTION CRITERIA. SIA ALSO LOOKS TO OBTAIN PROOF OF ENROLLMENT FOR THE FEDERATION LEVEL LYDA AWARDEES. SIA ALSO KEEPS RECORDS TO SUBSTANTIATE THE AMOUNT AND FOR ANYONE WHO SIA DOES NOT SEND THE FUNDS TO DIRECTLY (I.E. REGION LYDA RECIPIENTS), SIA OBTAINS AND MAINTAINS SIGNED WIRE TRANSFER RECEIPTS OR AN EMAIL FROM THE APPLICANT'S EMAIL ADDRESS CONFIRMING THAT THEY RECEIVE FROM THE FUNDING FROM THEIR LOCAL CLUB/REGION FOR THE APPROPRIATE AMOUNT. SOROPTIMIST CLUB GRANT APPLICATIONS ARE MAINTAINED BY SIA AS WELL AS NOTES RELATED TO THE SELECTION CRITERIA FROM PROGRAM CHAIRS AND STAFF WHO CHOOSE THE AWARDEES. SIA ALSO OBTAINS SIGNED WIRE TRANSFER RECEIPTS FROM THE CLUBS WHOSE FUNDS ARE SENT TO THEIR REGION OFFICE TO DISBURSE TO CLUB LEVEL. |
| PART I, LINE 3: | FOR LIVE YOUR DREAM AWARDS, FOLLOW UP IS DONE ON THE PLANNED PROGRAM OUTCOMES TO MEASURE IF GOALS OR OBJECTIVES OF THE PROGRAM ARE BEING MET. FOR CHAPTER SUPPORT, CLUBS SIGN A CONTRACT STATING THAT THEY WILL UNDERTAKE THE APPROVED PROJECTS & THAT ANY CHANGES NEED TO BE APPROVED BY SIA. THEY ARE ALSO RESPONSIBLE FOR FILING 12 MONTH REPORTS ON THE PROJECTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SOROPTIMIST CAMINO REAL REGION | ||||||||
| PO BOX 861897 | LOS ANGELES | CA | 90086 | 237076646 | 501(C)(3) | $17,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST CENTRAL EAST COAST REGION | ||||||||
| 809 TESSIER CT | WAKE FOREST | NC | 27587 | 832816752 | 501(C)(3) | $8,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST DESERT COAST REGION | ||||||||
| 1150 N MOUNTAIN AVENUE ROOM 101 | UPLAND | CA | 91786 | 953280861 | 501(C)(3) | $23,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST FOUNDER REGION | ||||||||
| 96 TARMAN DRIVE | CLOVERDALE | CA | 95425 | 942342261 | 501(C)(3) | $14,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST GOLDEN WEST REGION | ||||||||
| 224 N SYBIL RD | PALM SPRINGS | CA | 92262 | 953767039 | 501(C)(3) | $14,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST MIDWESTERN REGION | ||||||||
| 10485 PENNIMAN DRIVE | CHARDON | OH | 44024 | 366075770 | 501(C)(3) | $11,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST NORTH ATLANTIC REGION | ||||||||
| 529 FREEDOM DRIVE | YARDLEY | PA | 19067 | 232334555 | 501(C)(3) | $11,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST NORTHWESTERN REGION | ||||||||
| 120 HUNTERS RUN | HAVERHILL | MA | 01832 | 237144276 | 501(C)(3) | $20,500 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST PEAKS TO PLAINS REGION | ||||||||
| 217 ELLIOT DR | EVANSTON | WY | 82930 | 920798555 | 501(C)(3) | $11,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST SIERRA NEVADA REGION | ||||||||
| 423 F STREET SUITE 102 | DAVIS | CA | 95616 | 942342761 | 501(C)(3) | $14,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST SIERRA PACIFIC REGION | ||||||||
| 1328 AUDREY DR | TRACY | CA | 95376 | 942342745 | 501(C)(3) | $20,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST SOUTH CENTRAL REGION | ||||||||
| 5065 ROBERTS DR | THE COLONY | TX | 75056 | 274640795 | 501(C)(3) | $11,000 | $0 | LIVE YOUR DREAM AWARDS |
| SOROPTIMIST SOUTHERN REGION | ||||||||
| PO BOX 7131 | PORT SAINT LUCIE | FL | 34986 | 593283724 | 501(C)(3) | $8,000 | $0 | LIVE YOUR DREAM AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | LIVE YOUR DREAM AWARDS | GrantTypeTxt |
| Recipient | 71 | RecipientCnt |
| Cash Grant | $92,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN OUR MISSION TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT THE WORLD, IT IS NOT THE POLICY OF SIA TO DETERMINE THE CHARITABLE STATUS OF ORGANIZATIONS RUNNING THE PROGRAMS WHICH ACCOMPLISH OUR MISSION. LIVE YOUR DREAM AWARD APPLICATIONS ARE MAINTAINED IN PERPETUITY, AS WELL AS THE SCORES SUBMITTED BY THE SIAHQ/FEDERATION JUDGES. ALSO MAINTAINED IS THE RECORDS OF CONFIRMATION FROM LYDA APPLICATION REFERENCES WHICH ARE USED IN THE SELECTION CRITERIA. SIA ALSO LOOKS TO OBTAIN PROOF OF ENROLLMENT FOR THE FEDERATION LEVEL LYDA RECIPIENTS. SIA ALSO KEEPS RECORDS TO SUBSTANTIATE THE AMOUNT AND FOR ANYONE WHO SIA DOES NOT SEND THE FUNDS TO DIRECTLY (I.E. REGION-LEVEL LYDA RECIPIENTS), SIA OBTAINS AND MAINTAINS SIGNED WIRE TRANSFER RECEIPTS OR AN EMAIL FROM THE APPLICANT'S EMAIL ADDRESS CONFIRMING THAT THEY RECEIVE FROM THE FUNDING FROM THEIR LOCAL CLUB/REGION FOR THE APPROPRIATE AMOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE J BURNETT | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $270,226 | $0 | $11,440 | $0 | $12,620 | $0 | $8,153 | $0 | $11,712 | $0 | $314,151 | $0 | $0 | $0 |
| KIMBERLY A GROSSMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $156,756 | $0 | $2,500 | $0 | $0 | $0 | $4,935 | $0 | $7,712 | $0 | $171,903 | $0 | $0 | $0 |
| IESHA D BROWN | ||||||||||||||
| CHIEF IMPACT & ENGAGEMENT OFFICER | $144,963 | $0 | $7,000 | $0 | $0 | $0 | $4,729 | $0 | $9,300 | $0 | $165,992 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ANNUAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR/CEO REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS INCLUDED A CONTRIBUTION TO A 457B PLAN IN THE AMOUNT OF $9,000 WHICH WAS PAID AS OTHER COMPENSATION IN THE AMOUNT OF $12,620 AS IT WAS GROSSED UP FOR TAXES. |
| PART I, LINE 1B | THERE IS NO WRITTEN POLICY FOR GROSS-UP PAYMENTS. THE PAYMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND NOTED IN THE EMPLOYMENT AGREEMENT. |
| PART I, LINE 7 | THE EXECUTIVE DIRECTOR/CEO ALSO RECEIVED A DISCRETIONARY NON-FIXED BONUS WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN DECEMBER 2024. THE AMENDMENTS WERE: ADDED INUREMENT AND DISSOLUTION CLAUSES PREVIOUSLY ONLY IN ARTICLES OF INCORPORATION; ADD STANDARD OF CARE AND JUSTIFIABLE RELIANCE AND LIMIT OF LIABILITY FOR SIA OFFICERS AND UPDATED STANDARD OF CARE AND JUSTIFIABLE RELIANCE FOR BOARD DIRECTORS IN ACCORDANCE WITH THE 2023 UPDATE OF PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988; RESTATED WHEN THE SIA BOARD MAY PROPOSE AMENDMENTS TO THE SIA BYLAWS; REDUCED THE NUMBER OF ELECTORAL AREAS/BOARD SEATS FROM 14 TO 13; UPDATED THE METHOD OF NOMINATIONS AND THE METHOD OF ELECTION TO THE SIA BOARD; RESTRUCTURED AND RENAMED THE FUNDRAISING COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF SIA INCLUDE 1,078 SOROPTIMIST CLUBS IN THE US (AND ITS TERRITORIES), CANADA, MEXICO, CENTRAL AMERICA, SOUTH AMERICA, TAIWAN, JAPAN, KOREA, PHILIPPINES, AND PALAU. EACH SOROPTIMIST CLUB HAS ONE VOTE WHICH IS EXERCISED VIA MAIL BALLOT. ANY INDIVIDUAL INTERESTED IN SUPPORTING OUR VISION, MISSION AND CORE VALUES IS ELIGIBLE TO JOIN ONE OF THESE CLUBS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT THE PRESIDENT-ELECT AND MEMBERS OF THE BOARD OF DIRECTORS. MEMBERS OF THE SIA BOARD OF DIRECTORS ARE ELECTED FROM 14 ELECTORAL AREAS AND SERVE STAGGERED 2 YEAR TERMS, WITH HALF OF THE DIRECTORS ROTATING OFF EACH YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE PRESIDENT-ELECT IS ELECTED ANNUALLY VIA MAIL BALLOT TO ALL SOROPTIMIST CLUBS IN GOOD STANDING AT THE TIME OF ELECTIONS, AND AUTOMATICALLY SUCCEEDS TO THE OFFICE OF PRESIDENT. ON SEPTEMBER 1 OF THE FOLLOWING YEAR, AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY A 2/3 MAJORITY OF THE SOROPTIMIST CLUBS, WITH ADVANCE NOTICE. IN ADDITION, THE CLUBS CONSIDER RESOLUTIONS DIRECTING CERTAIN MISSION RELATED PROJECTS OR ACTIVITIES. SIA BYLAWS ARTICLE XII PROVIDES THE METHODS BY WHICH AMENDMENTS OR RESOLUTIONS ARE CONSIDERED; FINAL APPROVAL IS VIA MAIL BALLOT TO ALL SOROPTIMIST CLUBS IN GOOD STANDING FOR CONSIDERATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE COMPLETED FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. APPROVAL OF THE FORM 990 WILL BE CONDUCTED THROUGH A MAIL BALLOT OR AT A SCHEDULED BOARD OF DIRECTORS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS, OFFICERS AND EMPLOYEES OF SIA ARE EXPECTED TO ACT IN A MANNER TO PUT THE INTEREST OF SIA BEFORE ANY PERSONAL BENEFIT. INFORMATION OR PERSONAL CONTACTS GAINED THROUGH ASSOCIATIONS WITH SIA MAY NOT BE USED FOR PERSONAL PROFIT, GAIN OR ADVANTAGES. IMMEDIATE FAMILY MEMBERS OF SIA EMPLOYEES MAY NOT SIGN CONTRACTS FOR OR HAVE BUSINESS INTERESTS WITH SIA. FROM TIME TO TIME, SIA CIRCULATES QUESTIONNAIRES ABOUT CONFLICTS OF INTEREST TO PERSONS, INCLUDING UPON COMMENCEMENT OF SERVICE ON THE BOARD OR EMPLOYMENT AND AT LEAST ANNUALLY THEREAFTER. ANY CONFLICTS DISCLOSED ARE REPORTED TO THE PRESIDENT OR EXECUTIVE DIRECTOR. THE PERSON SHALL REFRAIN FROM VOTING ON ANY SUCH TRANSACTION, PARTICIPATING IN DELIBERATIONS CONCERNING IT, OR USING PERSONAL INFLUENCE IN ANY WAY IN THE MATTER. THE PERSON OR THE PRESIDENT SHALL DISCLOSE A POTENTIAL CONFLICT OF INTEREST TO THE OTHER MEMBERS OF THE BOARD OR COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | SIA PAYS ITS EXECUTIVE DIRECTOR/CEO ("CEO") FAIR MARKET VALUE FOR THEIR SERVICES WITHIN THE CONTEXT OF FISCAL RESPONSIBILITY TO THE ORGANIZATION. COMPARABLE COMPENSATION AND BENEFIT PACKAGES ARE RESEARCHED BY THE CHIEF FINANCE OFFICER ("CFO") OR AN OUTSIDE SOURCE AT THE DISCRETION OF THE BOARD ON AN ANNUAL BASIS. THE BOARD WILL REVIEW BENEFITS AND ADJUSTMENTS TO THE RANGE ANNUALLY, USING THIS RESEARCH AS A GUIDE. A WRITTEN PERFORMANCE EVALUATION OF THE CEO IS PREPARED ANNUALLY AFTER SEEKING INPUT FROM THE BOARD AT A BOARD MEETING. A SELF EVALUATION PREPARED BY THE CEO IS CONSIDERED IN THE WRITTEN PERFORMANCE EVALUATION. THE EXECUTIVE COMPENSATION COMMITTEE (THE PRESIDENT, PRESIDENT-ELECT AND THE IMMEDIATE PAST PRESIDENT) RECOMMENDS THE CHANGE IN COMPENSATION AND BRINGS THEIR RECOMMENDATION TO THE BOARD FOR A VOTE. THE EXECUTIVE COMPENSATION COMMITTEE MEETS WITH THE CEO TO DISCUSS THE EVALUATION AND ANY CHANGES IN COMPENSATION. THE COMPENSATION OF THE CFO IS DETERMINED BY THE CEO AND IS BASED ON COMPARABLE SALARY COMPENSATION STUDIES, MARKET RATES AND PERFORMANCE. COMPENSATION REVIEW AS DESCRIBED ABOVE IS COMPLETED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SIA WEBSITE. |