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← SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC

Form 990 for tax year 2023

Filed by SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC.

Totals

Total revenue
$5,735,825
Total expenses
$7,077,836
Contributions and grants received
$1,965,629
Grants paid
$490,000
Program service revenue
$3,301,255
Investment income
$418,535
Other revenue
$50,406
Total assets, end of year
$17,566,409
Total liabilities, end of year
$2,659,250
Net assets or fund balances, end of year
$14,907,159
Program services expenses (Part IX)
$5,515,377
Management and general expenses
$611,173
Fundraising expenses
$951,286
Program service expenses (Part III)
$5,515,377

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,965,629

  • 1g · Noncash contributions included above

    $43,428

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,227,090 · related or exempt $2,227,090

  • 2b · Program service revenue: CONVENTION AND MEETINGS

    total $1,074,165 · related or exempt $1,074,165

  • 3 · Investment income

    total $481,892 · excluded $481,892

  • 7a · Gross sales of assets other than inventory

    securities $2,500,000

  • 7b · Less cost or other basis and sales expenses

    securities $2,563,357

  • 7c · Gain or loss

    securities -$63,357

  • 7d · Net gain or loss

    total -$63,357 · excluded -$63,357

  • 10a · Gross sales of inventory

    $168,152

  • 10b · Cost of goods sold

    $143,858

  • 10c · Net income from sales of inventory

    total $24,294 · related or exempt $24,294

  • 11a · Other revenue: MISCELLANEOUS

    total $26,112 · excluded $26,112

  • 11e · Other revenue, total

    $26,112

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $203,000 · program services $203,000

  • 2 · Grants to domestic individuals

    total $69,500 · program services $69,500

  • 3 · Grants to foreign organizations and individuals

    total $217,500 · program services $217,500

  • 5 · Compensation of officers, directors and key employees

    total $486,255 · program services $320,620 · management and general $141,322 · fundraising $24,313

  • 7 · Other salaries and wages

    total $2,060,950 · program services $1,382,413 · management and general $224,311 · fundraising $454,226

  • 8 · Pension plan contributions

    total $108,080 · program services $71,227 · management and general $13,990 · fundraising $22,863

  • 9 · Other employee benefits

    total $192,094 · program services $130,298 · management and general $23,503 · fundraising $38,293

  • 10 · Payroll taxes

    total $191,658 · program services $129,424 · management and general $26,421 · fundraising $35,813

  • 11b · Fees: legal

    total $31,179 · program services $21,370 · management and general $3,353 · fundraising $6,456

  • 11c · Fees: accounting

    total $41,633 · program services $28,535 · management and general $4,477 · fundraising $8,621

  • 11f · Fees: investment management

    total $29,452 · management and general $29,452

  • 11g · Fees: other

    total $208,106 · program services $142,635 · management and general $22,378 · fundraising $43,093

  • 12 · Advertising and promotion

    total $18,290 · program services $12,218 · management and general $2,599 · fundraising $3,473

  • 13 · Office expenses

    total $59,150 · program services $40,354 · management and general $4,671 · fundraising $14,125

  • 14 · Information technology

    total $402,155 · program services $276,040 · management and general $52,774 · fundraising $73,341

  • 16 · Occupancy

    total $98,494 · program services $65,796 · management and general $13,994 · fundraising $18,704

  • 17 · Travel

    total $212,418 · program services $191,402 · management and general $1,952 · fundraising $19,064

  • 19 · Conferences, conventions and meetings

    total $1,128,987 · program services $1,071,231 · fundraising $57,756

  • 22 · Depreciation, depletion and amortization

    total $166,785 · program services $111,417 · management and general $23,695 · fundraising $31,673

  • 23 · Insurance

    total $162,355 · program services $147,223 · management and general $6,476 · fundraising $8,656

  • 24a · Other expenses: TRANSLATION & INTERPRET

    total $515,089 · program services $477,972 · management and general $4,219 · fundraising $32,898

  • 24b · Other expenses: DUES AND OTHER FEES

    total $309,938 · program services $240,434 · management and general $11,586 · fundraising $57,918

  • 24c · Other expenses: SOROPTIMIST INT. DUES

    total $164,768 · program services $164,768 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,853,604 · end of year $2,823,814

  • 2 · Savings and temporary cash investments

    beginning of year $368,747 · end of year $1,778,262

  • 3 · Pledges and grants receivable

    beginning of year $191,546 · end of year $142,477

  • 4 · Accounts receivable

    beginning of year $6,484 · end of year $34,843

  • 8 · Inventories for sale or use

    beginning of year $117,350 · end of year $32,694

  • 9 · Prepaid expenses and deferred charges

    beginning of year $290,711 · end of year $523,712

  • 10a · Land, buildings and equipment: cost or other basis

    $3,958,634

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,819,294

  • 10c · Land, buildings and equipment, net

    beginning of year $1,510,676 · end of year $2,139,340

  • 11 · Investments: publicly traded securities

    beginning of year $10,889,908 · end of year $10,040,235

  • 15 · Other assets

    beginning of year $66,802 · end of year $51,032

  • 17 · Accounts payable and accrued expenses

    beginning of year $512,484 · end of year $936,753

  • 19 · Deferred revenue

    beginning of year $1,814,108 · end of year $1,670,073

  • 21 · Escrow or custodial account liability

    beginning of year $4,653 · end of year $1,392

  • 25 · Other liabilities

    beginning of year $66,802 · end of year $51,032

  • 27 · Net assets without donor restrictions

    beginning of year $5,443,776 · end of year $5,014,356

  • 28 · Net assets with donor restrictions

    beginning of year $9,454,005 · end of year $9,892,803

Mission and programs · 2023

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.

Activities or mission (Part I)

GLOBAL VOLUNTEER ORGANIZATION ECONOMICALLY EMPOWERING WOMEN & GIRLS WHO FACE OBSTACLES TO SUCCESS.

  • MEMBER SUPPORT - PROVIDE THE DEVELOPMENT, TRAINING, PROGRAMS, TOOLS, MATERIALS AND SUPPORT IN SIX LANGUAGES ENABLING OVER 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.

    Expenses $4,819,668 · Grants $65,500 · Revenue $3,325,549

  • 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 $40 MILLION TO MORE THAN 40,000 WOMEN THROUGH THE LIVE YOUR DREAM: EDUCATION AND TRAINING AWARDS FOR WOMEN AWARDS. IN FY23/24, 2,269 WOMEN RECEIVED A LIVE YOUR DREAM AWARD AND A TOTAL OF $3,137,596 WAS DISTRIBUTED AT ALL LEVELS OF THE AWARD. SIA FUNDED $424,500 IN LIVE YOUR DREAM AWARDS BETWEEN SIAHQ AWARDS, NEW CLUB FUNDING, FEDERATION AWARDS, AND REGION FUNDING.

    Expenses $633,864 · Grants $424,500

  • DREAM IT BE IT: CAREER SUPPORT FOR GIRLS; LAUNCHED IN 2015, SERVES AS SOROPTIMIST'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. IT PROVIDES GIRLS WITH ACCESS TO PROFESSIONAL ROLE MODELS, CAREER EDUCATION AND THE RESOURCES TO LIVE THEIR DREAMS. CLUBS WORK IN PARTNERSHIP WITH GIRLS WHO FACE OBSTACLES SUCH AS POVERTY OR TEEN PREGNANCY, IN SMALL GROUPS TO PROVIDE THEM WITH THE INFORMATION AND RESOURCES SUCH AS CAREER OPPORTUNITIES, SETTING AND ACHIEVING GOALS, OVERCOMING OBSTACLES TO SUCCESS AND HOW TO MOVE FORWARD AFTER SETBACKS OR FAILURES. SINCE, ITS INCEPTION THE PROGRAM HAS REACHED MORE THAN 100,000 GIRLS ACROSS 15 COUNTRIES AND TERRITORIES. (CONTINUED ON SCHEDULE O)IN FY23/24, 23,738 GIRLS PARTICIPATED IN DREAM IT, BE IT.

    Expenses $61,845

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BOBBI ENDERLIN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • GLORIA GINGER COLE

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    10

  • SUE RINEY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    5

  • JUNKO AYABE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • GABRIELLE CALIZO-QUIMPO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CHIN-YUN CHEN CHENG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SUSAN GILBEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MELANIE KENNY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JUNGMI LIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DEBORAH MACKES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MARIA ODETTE NASSIF DO VOL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MARIA HELENA R DOS SANTOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MAYUMI TSUJI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MADOKA USHIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • VIVIAN WALCZESKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MICHELLE J BURNETT

    EXECUTIVE DIRECTOR & CEO

    Total calculated
    $297,458
    From this org
    $278,424
    From related orgs
    $0
    Other
    $19,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,599
    Bonus
    $19,825
    Other
    $0
    Deferred
    $8,845
    Nontaxable benefits
    $10,189
    Filer's total
    $297,458

  • KIMBERLY A GROSSMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $118,755
    From this org
    $114,200
    From related orgs
    $0
    Other
    $4,555
    Hours/week
    40

  • IESHA D BROWN

    CHIEF IMPACT & ENGAGEMENT OFFICER

    Total calculated
    $154,015
    From this org
    $141,196
    From related orgs
    $0
    Other
    $12,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,196
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,392
    Nontaxable benefits
    $8,427
    Filer's total
    $154,015

  • LISA MANGIAFICO

    ASSOC. SR DIR RECORDS & RISK MGMT

    Total calculated
    $126,881
    From this org
    $111,391
    From related orgs
    $0
    Other
    $15,490
    Hours/week
    40

  • KYMBERLIE ADAMS

    CHIEF MKTG & DEVELOPMENT OFFICER

    Total calculated
    $135,370
    From this org
    $122,600
    From related orgs
    $0
    Other
    $12,770
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
SIA PAYS ITS EXECUTIVE DIRECTOR/CEO ("CEO") FAIR MARKET VALUE FOR THEIR SERVICES WITHIN THE CONTEXT OF FISCAL RESPONSIBILITY TO THE ORGANIZATION. THE BOARD WILL REVIEW BENEFITS AND ADJUSTMENTS TO COMPENSATION ANNUALLY. 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.
PART I, LINE 7
THE ANNUAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR/CEO REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS INCLUDED A CONTRIBUTION TO A 457B PLAN WHICH WAS PAID AS OTHER COMPENSATION IN THE AMOUNT OF $11,575 AS IT WAS GROSSED UP FOR TAXES. THE EXECUTIVE DIRECTOR/CEO ALSO RECEIVED A BONUS OF $8,250 APPROVED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
27 February 2025
IRS schema version
2023v6.0
Source object
202510649349300726

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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