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Nonprofiteer
← SOUTHERN OHIO CHAMBER ALLIANCE

Form 990 for tax year 2023

Filed by SOUTHERN OHIO CHAMBER ALLIANCE.

Totals

Total revenue
$2,113,668
Total expenses
$1,806,089
Contributions and grants received
$2,022,303
Grants paid
$0
Program service revenue
$70,301
Investment income
$0
Other revenue
$21,064
Total assets, end of year
$1,774,450
Total liabilities, end of year
$1,929
Net assets or fund balances, end of year
$1,772,521
Program services expenses (Part IX)
$1,791,491
Management and general expenses
$14,598
Fundraising expenses
$0
Program service expenses (Part III)
$1,791,491

Program services were 99.2% 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.

  • 1b · Membership dues

    $2,022,303

  • 2a · Program service revenue: VENDOR CONTRIBUTIONS

    total $70,301 · related or exempt $70,301

  • 11a · Other revenue: MISC. INCOME

    total $21,064 · related or exempt $21,064

  • 11e · Other revenue, total

    $21,064

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $290,445 · program services $290,445

  • 8 · Pension plan contributions

    total $11,025 · program services $11,025

  • 9 · Other employee benefits

    total $24,783 · program services $24,783

  • 10 · Payroll taxes

    total $23,310 · program services $23,310

  • 11b · Fees: legal

    total $4,165 · program services $4,165

  • 11c · Fees: accounting

    total $24,655 · program services $24,655

  • 11g · Fees: other

    total $160,813 · program services $160,813

  • 12 · Advertising and promotion

    total $162,929 · program services $162,929

  • 13 · Office expenses

    total $8,354 · program services $4,178 · management and general $4,176

  • 16 · Occupancy

    total $38,035 · program services $38,035

  • 17 · Travel

    total $7,512 · program services $7,512

  • 19 · Conferences, conventions and meetings

    total $29,366 · program services $29,366

  • 22 · Depreciation, depletion and amortization

    total $4,583 · program services $4,583

  • 23 · Insurance

    total $5,810 · program services $2,905 · management and general $2,905

  • 24a · Other expenses: BENEFIT PLAN EXPENSES

    total $917,571 · program services $917,571

  • 24b · Other expenses: COMPUTER SOFTWARE/HARDW

    total $33,968 · program services $33,968

  • 24c · Other expenses: MEMBER BENEFIT SPONSORS

    total $27,150 · program services $27,150

  • 24d · Other expenses: TRAINING

    total $9,990 · program services $9,990

  • 24e · All other expenses

    total $21,625 · program services $14,108 · management and general $7,517

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,154,050 · end of year $1,362,661

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

    $110,147

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

    $59,731

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $50,416

  • 11 · Investments: publicly traded securities

    beginning of year $317,390 · end of year $334,709

  • 15 · Other assets

    beginning of year $0 · end of year $26,664

  • 25 · Other liabilities

    beginning of year $6,498 · end of year $1,929

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,464,942 · end of year $1,772,521

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

SMALL EMPLOYER HEALTH CARE ALLIANCE IN ACCORDANCE WITH CHAPTER 1731 OF THE OHIO REVISED CODE. SOUTHERN OHIO CHAMBER ALLIANCE ENGAGES MEMBERS OF 129 CHAMBERS OF COMMERCE IN THE STATE OF OHIO BY OFFERING VALUE ADDED PRODUCTS AND SERVICES.

Activities or mission (Part I)

AS A SMALL EMPLOYER HEALTH CARE ALLIANCE AUTHORIZED BY THE OHIO REVISED CODE, SOCA NEGOTIATES BENEFITS FOR CHAMBERS OF COMMERCE SO THAT THEY, IN TURN, CAN OFFER MUCH-NEEDED BENEFITS TO THEIR CHAMBER MEMBERS. SEVERAL BENEFITS ARE DESIGNED SOLELY FOR BUSINESS OWNERS, THEIR EMPLOYEES, AND THEIR FAMILIES.

  • SERVES 129 CHAMBERS OF COMMERCE IN THE STATE OF OHIO. IN 2023 THE SOUTHERN OHIO CHAMBER ALLIANCE SERVED MORE THAN 20,000 MEMBERS IN THE ANTHEM CHAMBER SAVER PLAN, MORE THAN 100,000 EMPLOYEES AND THEIR FAMILIES IN THE SOCA BENEFIT PLAN, AND OVER 900 EMPLOYERS IN WORKERS COMPENSATION GROUP RATING THROUGH THIRD PARTY ADMINISTRATOR HUNTER CONSULTING CO. SEVERAL HUNDRED EMPLOYERS ALSO USED THE CHAMBER ENERGY PROGRAM THROUGH COMMUNITY ENERGY ADVISORS, ELAVON MERCHANT SERVICES AND POINTOF SALE SYSTEMS, AND HUMAN RESOURCES SERVICES THROUGH STRATEGICHR, INC. SOCA ALSO PARTNERS WITH THE CHAMBER OF COMMERCE EXECUTIVES OF OHIO TO PROVIDE TRAINING FOR MOSTLY SUBURBAN AND RURAL CHAMBERS OF COMMERCE.

    Expenses $1,791,491

As filed on the 2023 return.

Listed in Part VII

  • Sara Topp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Pearce

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Owen

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Appenzeller

    EXECUTIVE DIRECTOR

    Total calculated
    $155,775
    From this org
    $155,775
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,775
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $155,775

  • David Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Liz Sonnanstine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
26 July 2024
IRS schema version
2023v5.1
Source object
202402089349300225

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